I agree, I expect tho its cost management.
By having a 2nd supplier they can negotiate huawei downwards saying if you dont comply we order less units, and use ECI instead I also expeci ECI units are cheaper, given their lower maturity in the market.
Given what we seen so far and how good broadcom is I think there is clear superiority with the huawei.
Now I may be wrong and I hope I am but this doesnt bode well for us on ECI when g.inp and later vectoring gets enabled.