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Boris Johnson instructed officials to draw up plans to reduce Huawei's involvement in UK's 5G networks to zero by 2023, a reversal of a softer policy approach

The Prime Minister has instructed officials to draw up plans that would see China's involvement in the UK's 5G network reduced to zero

Telegraph Camilla Tominey

Context & Ripple Effects

Four months after the government's January compromise allowing Huawei into non-core parts of Britain's 5G network, Boris Johnson has instructed officials to draft plans cutting the company's involvement to zero by 2023 — a full reversal driven from the top rather than through the security review that produced the earlier position.

The instruction lands mid-arc: within weeks it hardens into an actual phase-out beginning as soon as 2020 once a report tied Huawei's viability to new US sanctions, and by November the deadline accelerates further with a ban on new Huawei installations from September 2021. What started as drafting work became the fastest policy reversal in the file.

First-order effects

  • UK mobile operators that built procurement plans around the January non-core settlement now face ripping out or never deploying equipment they had budgeted for, with a removal timeline potentially tighter than the 2027 horizon they had planned against.
  • Huawei's UK market access shifts from constrained participation to scheduled elimination, making its British 5G business unviable regardless of security assurances.

Second-order effects

  • The trigger cited downstream — US sanctions undermining confidence in Huawei's supply chain — hands other European governments the same argument, pressuring allies who had made similar non-core compromises to justify why their networks are different.
  • China gains a concrete grievance in its tech relationship with London; sources later reported officials told Huawei the ban was geopolitical in part and hinted it could be revisited depending on the US election outcome, turning carrier procurement into election-cycle diplomacy.

Third-order effects

  • Telecom equipment markets split along geopolitical blocs: vendors excluded from Western networks accelerate substitution at home, consistent with reporting on China pushing chipmakers toward majority-domestic equipment and Huawei phones reaching majority-Chinese components — the UK decision is one node in a broader decoupling of digital infrastructure supply chains.
  • If infrastructure choices become proxies for alliance alignment, national 5G decisions stop being engineering reviews and become foreign-policy statements, with each government's vendor list signaling its bloc.

The trend: Western governments are moving from risk-managed inclusion of Chinese telecom vendors to outright exclusion, converting network infrastructure into a front line of US-China technology decoupling.

Discussion

  • @jeremywarneruk Jeremy Warner on x
    Another U-turn from the Government under cover of Covid. Whatever one might think of the rights and wrongs of this decision, and fact that the Telecoms Security Bill was facing a major rebellion, the Government's lack of resolve is getting embarrassing. https://www.telegraph.co.u…
  • @tomtugendhat Tom Tugendhat on x
    It looks like Beijing's wolf warriors have failed again. https://www.telegraph.co.uk/ ...
  • @gissisim Gissur Simonarson on x
    Awkward 😂 The UK really is bumbling on all fronts these days. This is what bad leadership brings. https://twitter.com/...
  • @indopac_info @indopac_info on x
    Boris Johnson forced to reduce #Huawei's role in #UK's 5G networks PM set to shrink #Chinese firm's involvement to zero by 2023 after caving to backbench pressure Enough Conservative MPs were willing to rebel on the issue and defeat the government https://www.theguardian.com/ ...
  • @kulganofcrydee @kulganofcrydee on x
    Rightly so. It would be dangerous for fellow FiveEyes nations to restrict the shared intelligence with U.K. because of Huawei involvement. https://twitter.com/...
  • @johnhemmings2 John Hemmings on x
    “Senior ministers also want to reduce the UK's economic dependance on China for essential goods in the light of the crisis and have begun to draw up “Project Defend” aimed at boosting British self sufficiency in strategic medical and technological sectors” https://www.theguardian…
  • @noahbarkin Noah Barkin on x
    “There is a growing consensus over China, to want trade but to have no illusions” @IoWBobSeely https://twitter.com/...
  • @jerometaylor Jerome Taylor on x
    In global scheme, this is fairly small. But it shows how China's behaviour has repercussions. Two years ago, both Britain's right & left were soft as butter on China. But Hong Kong, coronavirus & wolf diplomacy has turned many Tories hawkish. https://www.theguardian.com/ ...
  • @benwood Ben Wood on x
    If true, this is more bad news for @Huawei and also UK networks @ThreeUK, @EE and @Vodafone who have used @Huawei equipment for #5G rollout to date. https://www.ft.com/... https://twitter.com/...
  • @alibunkallsky Alistair Bunkall on x
    Statement from Huawei VP reacting to news the Chinese firm will be shut out of the UK network completely: https://twitter.com/...
  • @rlheinrichs Rebeccah Heinrichs on x
    We can't successfully compete against China w/out allies making choices like this. Encouraging. https://twitter.com/...
  • @thorstenbenner Thorsten Benner on x
    Getting to zero by 2023: Boris Johnson to propose changes to #5G plan with goal of completely phasing out high-risk vendor Huawei. Means all those in Europe & beyond that have pointed to UK experience & approach to advocate for inclusion of Huawei have not more leg to stand on. h…
  • @nilegardiner Nile Gardiner on x
    Well done @borisjohnson for taking a strong stand against China and sending a clear message that Huawei should be phased out of 5G in the UK. Huawei poses a major national security risk to Great Britain and the free world. https://www.telegraph.co.uk/ ...
  • @tom_fowdy Tom Fowdy on x
    Boris Johnson has sadly U-turned on Huawei and now wants to ban it by 2023.
  • @tedcruz Ted Cruz on x
    Excellent! Huawei is a CCP spy agency. It has no place in the Five Eyes. https://www.telegraph.co.uk/ ...
  • @damiangreen Damian Green MP on x
    This looks important and very positive. https://www.telegraph.co.uk/ ...
  • @andrewbgreene Andrew Greene on x
    Coronavirus is producing some remarkable side effects https://www.telegraph.co.uk/ ...
  • @brexitalex Alexandra Phillips on x
    Why did he sign Huawei on 28th jan - the same day as the 5 Eyes report on Chinese misdemeanour? Either brazen disregard for sensitive intelligence or a catastrophic oversight that would put national security at risk. Neither showers the PM in glory. https://twitter.com/...
  • @tomtugendhat Tom Tugendhat on x
    If this is true, this is a very welcome change. ⁦The gov is recognising the path to zero is essential to end our dependence on Beijing. https://www.telegraph.co.uk/ ...
  • @owenpaterson Owen Paterson on x
    Encouraging news that @BorisJohnson has instructed officials to draw up plans that would see China's involvement in the UK's infrastructure scaled down to zero by 2023. https://www.telegraph.co.uk/ ...