1. Excellent summary of the impact on Huawei's smartphone business.
If he weighs in on the security aspect, and the development of 5G, I'd like to hear about that, too. This is only a relatively small piece of the implications of the ban. From what I understand, the use of Huawei products in the development of 5G networks is a much bigger issue in the long term for both consumers, and for national security.