Huawei: unlike western companies, we've never been told to weaken our security

It’s possible (and IMO likely) that all these are true simultaneously:

  1. Chinese intelligence/security has been as alert to opportunities in Huawei’s (and ZTE’s) growth as its US counterpart has been to global use of Western hardware and Internet systems technology

  2. Huawei’s market penetration – a timeworn, aggressive and successful “start with cheap commodity products and move up the food chain” trajectory – would have been much the same with or without (1)

  3. Huawei’s Western competitors, and their friends in Congress, have seen competitive advantage in raising doubts about Yellow Peril Hardware, and would have done so with or without evidence.

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