The European Commission lhas been trying to expel Huawei for years of their telecommunications networks. And that intention wants to become a binding law, one that would exclude all Chinese teams within a period of 36 months. But there are two countries acting as a retaining wall: Spain and Germany.
what’s happening. The European Commission wants to veto Huawei and ZTE citing security reasons. Through a review of the Cybersecurity Regulation, it proposes mandatory elimination of high-risk suppliers. The current draft establishes the mandatory recall of equipment provided by “high-risk suppliers”, assuming a formal veto for Chinese telecommunications companies.
The Spain case. In Spain we have a problem with this intention. Telefónica renewed its 5G core contract with Huawei in 2024 and valid until 2030. As relevant information, this 5G core was renewed with the Chinese manufacturer for private equipment, but the contracts for government institutions and business services were awarded to Nokia. In other words, the most sensitive infrastructure is already in European hands.
Vodafone –now controlled by Zegona–, maintains the majority of its network with Huawei technology, and although MásOrange has been reducing the presence of the Chinese brand in its equipment for some time (less than 40% in 2027).
In short, Large Spanish operators have been using Huawei equipment for years despite the EU’s warnings, and they do not seem willing to simply sweep it off the map.
The German case. Something similar happens in Germany. Huawei is still present in more than 60% of the country’s antennas, and although progressive withdrawal plans are already underway, the schedule imposed by Brussels does not seem realistic.
Fighting tooth and nail. Both countries have warned the Commission of their concerns in this regard: vetoing China from the European network infrastructure may provoke retaliation, in addition to making the deployment of the network significantly more expensive.to artificial intelligence infrastructure which Europe has been dreaming of for a year and a half.
The EU Council requires a majority to approve this plan, so Spain and Germany can look for allies to try to stop it. This would allow the process to be delayed, require modifications and exceptions in the draft, or even end the proposal if it fails to move forward.
The possible outcome. With such fierce opposition, the most likely outcome is that there will be no victory for anyone. Spain and Germany may knock down the proposal completely, but they do have enough muscle to deform it.
It seems inevitable that, sooner or later, Huawei will disappear from European telecommunications, but the deadlines will not be as immediate as Europe intends, nor is it ruled out that there will be specific exceptions if countries demand it.
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