GSMA sees EU telecom supplier replacement costs at €30-40 billion
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The GSMA, a global telecom trade body, projects that replacing high-risk suppliers like Huawei from EU networks will cost €30-40 billion, far exceeding the European Commission's earlier estimate of €10-13 billion. The report warns of an additional €8.5 billion in costs from reduced competition between 2027 and 2030.
Cost Breakdown
The GSMA report estimates €16-22 billion for mobile network replacements, €5 billion for fixed networks, and €9-12 billion for transport networks. These figures contrast with the European Commission's projection of €3.4-4.3 billion annually over three years, totaling €10-13 billion. The trade body argues the Commission underestimated the scope of equipment needing replacement.
Competition Concerns
Beyond direct replacement costs, the GSMA anticipates €8.5 billion in additional expenses from 2027 to 2030 due to reduced competition among equipment vendors. Removing Huawei and other high-risk suppliers will shrink the supplier base, potentially driving up prices for remaining vendors like Ericsson and Nokia.
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