全球5G霸权争夺战:华为一骑绝尘,美方这次连赛场都没进!
How Huawei is winning the race for global 5G telecom dominance: US firms didn't even show up
译文简介
全球一半的人口现在依赖于由华为和其他中国公司提供支持的电信服务。
自2017年以来,中国的电信公司一直受到美国和欧洲的严厉制裁。华为和其他公司既不允许进口西方技术或组件,也不允许向美国和欧洲大部分地区出口电信设备。
正文翻译

Half the world's population now relies on telecommunications powered by Huawei and other Chinese companies.
China's telecom companies are under heavy US and European sanction since 2017. Huawei and other firms are not allowed to import Western technology or components, and neither are they allowed to export telecom equipment to the United States and most of Europe.
But worldwide adoption of Huawei's 5G is accelerating. Chinese companies enjoy monopolistic access to the most important supply chains for 5G, and can build equipment faster and more affordably than Samsung, Nokia, and Ericsson.
Despite highly favorable regulatory and tax incentives, no US companies build 5G telecom systems.
全球一半的人口现在依赖于由华为和其他中国公司提供支持的电信服务。
自2017年以来,中国的电信公司一直受到美国和欧洲的严厉制裁。华为和其他公司既不允许进口西方技术或组件,也不允许向美国和欧洲大部分地区出口电信设备。
但华为5G在全球范围内的普及正在加速。中国公司在5G最重要的供应链中享有垄断地位,并且能够比三星、诺基亚和爱立信更快、更经济地建造设备。
尽管拥有非常优惠的监管和税收激励措施,但没有美国公司制造5G电信系统。
评论翻译
很赞 ( 22 )
收藏
美国不懂 5G 技术。 它只有欺凌的力量。
@lylegc01 The US will end up being 2 -3 generations behind the civilized world
美国最终会落后文明世界两到三代
@willengel2458 the empire of lies wanted to pull another Alstom on China by kidnap Huawei CFO. thought it could get Huawei to sell its 5G and get Huawei to pay a huge fine. China said, "F*ck NO." BTW there is no big money in telecom equipment for tech bros that's why Silicon Valley was/is not interested.
这个谎言帝国企图通过绑架华为首席财务官,对中国重演“阿尔斯通事件”,妄图迫使华为出售5G技术并缴纳巨额罚款。中国直接回应:“去你的,休想!” 顺带说一句,电信设备领域对硅谷科技巨头而言利润有限,这正解释了为何他们过去乃至现在都对此兴趣寥寥。
@wlyiu4057 But this is precise the only kind of power that really matters.
但这正是唯一真正重要的那类力量。
@kean-leongang1167 Nokia, Samsung and Ericsson aren't getting the Gallium Nitride needed for 5G base stations. Consequently, their base stations are bulkier, more expensive, doesn't perform well and breaks down more often than not.
诺基亚、三星和爱立信得不到建设 5G 基站所需的氮化镓(GaN)。因此,它们的基站更笨重、成本更高、性能不佳且更容易故障。
@inaruboricua You added deeper perspective to an already excellent informative presentation. Thank you.
您为这场本就精彩纷呈、信息量十足的展示注入了更为深刻的视角。感谢您。
@thisiskevin1000 Even Nokia and Ericsson rely on Chinese supply chain, talents and technology exchanges with Huawei and ZTE
就连诺基亚和爱立信也依赖中国的供应链、人才,以及与华为、中兴的技术交流。
@jamesho8820 How utterly gratifying that HW prevails in much of the world outside of the US and its "like minded" allies. Just goes to show that when China is confronted with efforts to strangle their technological progress with hubris, arrogance and racism, they are galvanized to achieve ever greater successes. Jiayou China.
真令人欣慰,华为在美国及其“志同道合”盟友之外的许多地方占据优势。这表明当中国面对那种带着傲慢、自负和种族主义的遏制企图时,反而被激发出更大的成就。加油,中国。
@LisaHolt-v1y Great comment.
好评论。
@Kiara1892 Excellent comment. Inspired me to look up ‘jiayou’ - I’ll be using it too now Thank You
精彩评论。激发我去查了“加油”的意思——我也会开始用它了。 谢谢你
@yaoliang1580 Those are vassals not allies. Allies have equal say and can make their own decisions but vassals don't have this privilege and can only have blind obedience to their master. So there's a huge difference between allies and vassals
那些是附庸,不是盟友。盟友是平等的,可以自行决策;附庸则没有这种特权,只能对主人盲从。盟友和附庸之间有天壤之别。
@iWantPeace838 This will be going down in history as a textbook example of how to ban/sanction yourself out of relevance.
这将成为历史上一个教科书般的案例,展示如何通过禁令/制裁将自己排除在主流之外,最终失去影响力。
@antonyjh1234 Private Consumption Spending: The 12% of the world's population living in North America and Western Europe is responsible for approximately 60% of private consumption spending globally. Resource Use: The US, Europe, and Japan together consume an estimated 80% of the world's natural resources, while the US alone accounts for 25% with only 5% of the global population. Global numbers of people who spend 5 dollars a day will mean it will take a while to be out of relevance in a dollar value.
私人消费支出:生活在北美和西欧的那约占世界人口 12% 的人群,负责了全球大约 60% 的私人消费支出。 资源使用:美欧日三方合计消耗了估计 80% 的世界自然资源,而美国单独就占了 25%,但其人口仅占全球的 5%。 全球每天只花 5 美元的人数庞大,所以以美元计价要失去重要性还需要一段时间。
@lucasferreira4554 @antonyjh1234 curious of how this data takes in consideration the value of consumption. As it seems they just pay more instead of intrinsic material value consumption. Same logic as how US companies are valued 100x higher than Chinese companies because of the financial speculation bubble the west lives in
@antonyjh1234 我很好奇这些数据如何考虑消费的“价值”问题。看起来他们只是付出更高的价格,而不是真正的物质价值消费。这跟为什么美国公司估值比中国公司高出 100 倍是同一逻辑——西方存在金融投机泡沫。
@iWantPeace838 @lucasferreira4554 I concur with your curiosity. The measurement tools currently in use carry a big question mark to my understanding.
@lucasferreira4554 我同意你的疑问。就我的理解,目前使用的衡量工具确实存在很大问号。
@AArata63 @antonyjh1234 US dollar has lost it's value in an ever increasing speed. Americans seriously believe they will soon buy a loaf of bread the same way Germans did in the 1930s, with a trolly full of bills. 75% of US GDP is base on consumption. Japan is ONE step away from bankruptcy with over 250% of GDP in national dept. It's not much better economic situation for major European countries such a Germany, France, England, Italy, specially after EU sanctioned all of us from cheap Russian energy and the US took care of Nord Stream. Yes, we have a lot of "possible" money because all of us (US, EU, Japan) have no other solution but to keep printing money, or what we all call inflation :) @antonyjh1234
美元正在以越来越快的速度贬值。美国人真地相信他们很快会像 1930 年代的德国人那样,用一车车钞票去买一条面包。美国 GDP 的 75% 基于消费。 日本距离破产只差一步,国债已超过 GDP 的 250%。主要欧洲国家(如德国、法国、英国、意大利)的经济状况也好不到哪去,特别是在欧盟对我们实行能源制裁并且美国搞定了北溪管道之后。 是的,我们看起来有很多“可能的”钱,因为我们(美、欧、日)别无他法只能继续印钞,这就是我们所说的通胀 :)
@ZweiZwolf The Western global share has dropped dramatically since 1955, when America was at its peak. In fact, it has roughly halved, in no small part due to the rise of East Asia, especially China.
自 1955 年美国处于巅峰以来,西方在全球份额已大幅下降。事实上大约减半,这在很大程度上是由于东亚,尤其是中国的崛起。
@antonyjh1234 @ZweiZwolf The world at 2.75 billion and US currency used more after rebuilding from ww2, at let's say 80% and now 58% of the worlds currency while we are at 8 billion, does this mean an increase or not? 90% of FX is still US currency. China would be not what it is if it were not for the debt/money USA has inputted and no country because all money is debt based, wants to replace that much money.
@ZweiZwolf 当全球人口为27.5亿时,美元在二战后的重建中被更广泛使用,假设占比80%;而如今全球人口达80亿,美元占比为58%,这究竟是增加还是减少呢? 90%的外汇交易仍使用美元。 如果没有美国注入的债务/资金,中国不会取得今天的成就。基于债务的货币体系下,没有一个国家愿意承担如此大规模的货币替代。
@ythowdy2838 Huawei 5G equipments are the most technologically advanced and offer the best value for money.
华为的 5G 设备技术最先进且性价比最高。
@Cobalt-88 Yes, and Erickson probably buys a lot of its stuff from China.
是的,而且爱立信(Ericsson)可能也从中国采购了很多零部件/设备。
@potter8059 one more feature - safety
还有一个特点——安全性。
@ythowdy2838 @potter8059 Yes, no backdoors for NSA/CIA.
@potter8059 是的,没有为NSA(美国国家安全局)或CIA(中央情报局)设置后门。
@GoodBaleadaMusic The West has become what they laughed at communists about.
西方已经变成他们曾经嘲笑共产主义者的样子。
@peanut0brain free trade only when they can win, then it's sanctions and tariffs and military threats
只有当他们能赢时才谈自由贸易,否则便是制裁、关税与军事威胁。
@Danji_Coppersmoke I used to live in an ex-socialist country. What you said is painfully true.
我曾经生活在一个前社会主义国家。您所说的情况,令人痛心却又无比真实。
@peanut0brain @Danji_Coppersmoke you think the US is not socialist? What do you think social security is? Public schools? Section 8 housing? Food stamp programs? Public roads? Etc... especially when the govt bail out companies that are "too big to fail"...
@Danji_Coppersmoke 你认为美国不是社会主义?你觉得社会保障是什么?公立学校?第 8 节住房(补助)?粮食券项目?公路?等等……尤其是当政府救助那些“太大而不能倒”的公司时…
@StellaEFZ @peanut0brain socialism is when the government does stuff, got it
@peanut0brain 社会主义就是政府做事儿,对吧,懂了。
@richardrestall8592 @peanut0brain US is not socialist because the game is rigged against all sectors of society except the ultra-rich. The programs you mention are attempts to buy public support or placate public anger. China is socialist because the laws and frxworks define the well-being of Chinese citizens as the priority of the state. The ultra-rich have been using anti-institutional propaganda in the USA for over 40 years, propagating the sovereign citizen myth, or libertarianism. It has worked pretty well so far.
@peanut0brain 美国不是社会主义,因为游戏规则对社会各阶层都不公平,唯独对超级富豪有利。 你提到的那些项目更多是为了买取民众支持或安抚民愤。 中国是社会主义,因为法律和制度把中国公民的福祉作为国家优先。 过去 40 多年里,超级富豪一直在美国散布反体制宣传,传播“主权公民”神话或自由意志主义思想。到目前为止,这招挺管用的。
@apis8020 @peanut0brain Social security is born of socialist policy, but everything else mentioned exists as capitalist entities. Better than nothing, but far from worker directed
@peanut0brain 社会保障起源于社会主义政策,但你提到的其他事物更多是以资本主义实体存在。总比没有好,但离劳动者主导还差得远。
@jonathanfriedlander8563 GO China
为中国加油
@ezflower-s7i The day America is phrased out of the global system, the world will be at peace.
美国被逐出全球体系的那一天,世界将迎来和平。
@longtsun8286 The AMERICAN PEOPLE will welcome that day, as we're sick and tired of fighting SOMEONE ELSE'S pointless wars!
美国人民会欢迎那一天,我们已经厌倦并受够了替别人打毫无意义的战争!
@Longcloud @longtsun8286 If you wouldn’t start them the world would be a safer place!!!
@longtsun8286 如果你们不发动这些战争,世界会更安全!!!
@PhiloSurfer Let me rephrase for you - the day the US is phased out of the global system.
我替你重述一下——是“美国被逐步淘汰出全球体系”的那一天。
@ZhenYae Hallelujah.!!
哈利路亚!!
@MRT-co1sd Technically the US doesn’t have 5G it’s 4.5G in Chinese standard. But of course that’s not what the US government and media feeds their population.
技术上讲,美国没有真正的 5G,根据中国标准算是 4.5G。但这当然不是美国政府和媒体告诉民众的说法。
@JordenTaylor1911 Excellent analysis, as always, Kevin! You are the very best at what you do.
像往常一样,出色的分析,凯文!你在你所做的事情上是最棒的。
@danieltam3923 I believe the Pentagon has requested and received exemptions to keep their existing Huawei 4G equipment.
我相信五角大楼已申请并获得豁免,得以保留现有的华为 4G 设备。
@chadwickyang7885 You are correct. Not only 4G but got exemption for the 5G also.
你说得对。不仅是 4G,5G 也获得了豁免。
@wmchan44 Real gold is not afraid of the hot furnace. Huawei can beat any of the international competitors in fair contests.
真金不怕火炼。 在公平竞争中,华为能打败任何国际竞争对手。
@MrPutback The table at 4:14 is funnier when you realize that the US spent almost that same amount of money as China but got way less in return.
当你意识到美国花的钱几乎和中国差不多,但回报远远少得多时,视频 4:14 的那张表格就更好笑了。
@inaruboricua As always. The US caters to bribery. China hunts down bribery and focuses on building and sustaining their economy for over a billion people. That's how you build and sustain real power.
如同以往。美国迎合行贿,而中国打击行贿,专注于为十多亿人建设并维持经济。这样才能建立并维持真正的实力。
@liongjiahwong5478 @inaruboricua Productive lacking in the G 7 except Japan..
@inaruboricua G7国家中缺乏生产力,除了日本例外。
@Cobalt-88 In actual fact, for every dollar spent, China built twice as many lines (or more).
实际上,每投入一美元,中国建设的线路数量至少是别人的两倍(或更多)。
@peterkogl1329 Exactly!
确切如此!
@lagrangewei 5G war is really about frequency. US army reserve alot of frequency so telecom could not use frequency that are cheaper and reach further, this is why US 5G sometime have bad signal indoor if they have any signal at all.
5G 之争实际上是频谱之争。美军预留了大量频谱,导致电信业无法使用那些更便宜且覆盖更远的频段,这就是为什么美式 5G 有时室内信号差(如果有信号的话)的原因。
@Cobalt-88 @lagrangewei this is a wireless technology requiring a lot of base stations which the US has not installed.
@lagrangewei 这是一项需要大量基站的无线技术,而美国并没有安装足够的基站。
@liongjiahwong5478 @Cobalt-88 China beat America 10 to 1.. base station..
@Cobalt-88 中国在基站数量上以 10 比 1 击败了美国。
@nomdede Woah! Do you happen to know where the money went?
哇!你知道那些钱都到哪儿去了么?
@jakedee4117 @nomdede Well a lot would have gone to lawyers, politicians and business consultants, all various flavors of rent seeking parasites.
@nomdede 很多钱可能流向了律师、政治家和商业顾问——各种寻租寄生虫。
@keirenle Always tell me stories from a different angle. Thank you
总是从不同角度给我讲故事。谢谢你。
@mclefur Your frustration with US leadership is both palpable & relatable. On the bright side, your sense of humor is intact! Thank you for raising awareness as to the many ways in which we are cooked.
你对美国领导层的失望既明显又让人产生共鸣。好的一面是,你的幽默感依然在线! 谢谢你提醒大家我们被“煮熟”的各种方式。
@pyrophobia133 China: I am speed
中国:我就是速度。
@RoyVickers-s8d Such a backward country here in Australia,where we just recently got off 3G and our 4G is not much better! If you want to live in the 20th century, come live in Ossie World, dictated to by USA and UK. Police State!
澳大利亚真是个落后的国家,我们最近刚摆脱 3G,而我们的 4G 也不怎么样!如果你想活在 20 世纪,就来住在被美国和英国支配的澳洲世界吧。 警察国家!
@pyap01 Even crappier boardband network. Politicians butchered the roll out of the network purportedly to please one of their supporter. Ultimately the taxpayers lost got a network that is costly to maintain and not fit for purpose in the 21st century.
宽带网络更烂。政客们为了讨好某个支持者糟糕地实施了网络部署。最终纳税人吃亏,得到了一个维护成本高且不适合 21 世纪需求的网络。
@jonathanfriedlander8563 Same accross the ditch Stuck with yank crap.
另一边也一样,被美国烂货给卡住了。
@hclau218 Agree. wireless internet speed in Oz is abysmal.
同意。澳洲的无线网速糟糕透顶。
@robertfitzgerald3097 We are becoming a vassal state of the declining US empire. Poor fellow my country.
我们正在成为日益衰落的美国帝国的附庸国。可怜我的国家。
@ralphzoombeenie2330 A western suburb of Perth Western Australia was on track to be the first 5G in Australia. Just before the infrastructure was installed the US ordered Australia not to buy Huawei equipment using their usual and unproven "National Security" card. The Oz government spinelessly followed orders from the US and denied their own people the world leadingHuawei system.
西澳珀斯的一个西部郊区本来有望成为澳大利亚第一个 5G 覆盖区。就在基础设施要安装之前,美国用其惯用且未经证实的“国家安全”理由命令澳大利亚不要采购华为设备。澳洲政府无骨气地听从了美国的命令,剥夺了本国人民使用世界领先的华为系统的机会。