CCP support for Russia, its behaviour in the Taiwan Straits and the South China Sea, its repudiation of universal values in the infamous “document no 9” and demonstration of that disregard in Hong Kong and Xinjiang should convince our policy makers that if the CCP does not represent a hostile power now, it is likely to in future. Therefore, with cellular IoT modules, it is a question of identifying the vulnerabilities and taking measures to close them off.
The relationships between Chinese technology companies that are the suppliers of IoT devices and the companies that are the suppliers of the cellular modules that enable them is key. Often conversation on risk associated with Chinese companies exporting technology globally focuses on the visible companies, overlooking the many others that sit within their supply chains.
Free and open nations have woken up to the threat posed by Chinese involvement in their 5G telecommunications and to the importance of maintaining the lead in semiconductors. There is less awareness of the risks incurred by using Chinese cellular IoT technology. In the longer term the risk posed by the pervasive presence of Chinese cellular IoT modules in our systems and processes poses a greater threat than does relying upon Chinese companies for 5G.