Cisco could reap the benefits of the Western world's security crackdown on Huawei enterprise networking equipment, analysts from JP Morgan have said.  

"We expect companies with established global presence (again primarily Cisco and Ciena amongst others) to be well positioned to benefit from a pullback in business wins relative to 5G networks for Huawei," wrote analyst Samik Chatterjee, as quoted by US financial blog The Street.  

As reported over the second half of 2018, the US Federal Communications Commission (FCC) has been proposing to exclude Huawei kit from Universal Service Fund broadband subsidy support, a move that has been vociferously opposed by the Chinese firm. Five Eyes partners Australia and New Zealand have both made moves to block the Chinese vendor from taking part in telco infrastructure projects – including Oz's national broadband network and 5G networks. In the UK, British telco BT recently uninstalled Huawei equipment from its core 5G network, airily insisting that this was all part of an existing plan to keep the mobile firm far from its centre.