Either he had legal possession or he didn't. That matters.
Either the components were counterfeit, and bore hastily-covered-up trademark-infringing logos, and thus shouldn't have been legally importable. Or they were genuine but stolen, and thus shouldn't have been legally importable.
Either the components were counterfeit, and bore hastily-covered-up trademark-infringing logos, and thus shouldn't have been legally importable. Or they were genuine but stolen, and thus shouldn't have been legally importable.
No amount of narrative spin can change that.