Telecom operators may spend up to €40bn to replace Huawei equipment, more than double the EU's prior estimateExecutive summary: Telecom operators estimate that replacing Huawei equipment will cost up to €40bn, more than double the earlier EU estimate of €17‑21.5bn. The higher cost could strain operators' budgets and influence pricing and investment decisions in the telecom sector. Telefónica, Orange, Vodafone and other European telcos, together with the European Commission. The sector may face increased capital expenditure and potential consolidation to share costs.Telecom companies including Telefónica, Orange and Vodafone have calculated that replacing Chinese equipment will cost between €17bn and €21.5bn, according to Brussels, but they now estimate the total cost could reach up to €40bn. The figures reflect the need to meet regulatory deadlines and replace Huawei infrastructure. The financial burden could affect investment plans and pricing strategies across the sector.Connected developmentsTelecom sector alliances intensify as operators seek cost‑sharing partnersOpen the full case file on Beyond →
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