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Alex Street

Huawei, ZTE and Ericsson to Dominate Telecom Infrastructure Equipment Market - or not? ... - 0 views

  • Cisco has pretty much exited the telecom transmission business
  • Motorola Networks is being sold to NSN, but that’s being contested by Huawei
  • big three of Alcatel-Lucent, Nokia-Siemens and Ericsso
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  • Telecom Infrastructure Equipment Marke
  • Huawei
  • Serving 45 of the top 50 global telecom operators,
  • f you look at Alcatel Lucent or Nokia Siemens Networks, their growth rate is flat or shrinking, and even market leader Ericsson has a slow growth
  • world's leading telecom infrastructure vendor,
  • ricsson is in a better position than its European- American and Japanese rivals to resist the Chinese led onslaught, as its economies of scale give it higher sales and better profit margins.
  • hey must compete on technology, product quality and innovation.
  • ly three players- Ericsson, Huawei and ZTE- will be the only dominant telecom
  • iggest blow to Huawei (IMHO) is that they didn't win the Sprint infrastructure upgrade contract.
  • U.S. concerns about Huawei go back several years, and focus on the opacity of its books (finances are not transparent) and ownership structure (Chinese government?) 
Alex Street

Ericsson, Alcatel gain mobile telecom gear share | Reuters - 0 views

  • Ericsson share 40 pct vs 35 pct year ago
  • both companies benefited from their strong positions in the fast-growing North American market.
Alex Street

In-Stat - LTE & Cellular Infrastructure Catalog - 0 views

  • LTE Infrastructure Rankings, by Vendor, by Mobile Operator or Service Provider, 2009-2015
  • Cellular Contracts, Deployments, and Subscriptions
  • cellular wireless technologies being deployed
  • ...11 more annotations...
  • data by bandwidth, technology
  • data on contract awards for upcoming networks and new network deployments
  • targeted views by country, service provider, and infrastructure vendor
  • Five-year subscriptions forecasts by wireless technology
  • Contract awards and deployments by wireless technology
  • $3,495 U.S. Dollars
  • LTE RAN infrastructure CAPEX for macro base stations, re-purposed base stations, IP Packet Backhaul, and the Evolved Packet Core
  • Identify which cellular infrastructure vendor has won,
  • which operators are likely to deploy commercial LTE services first.
  • Infrastructure vendors covered include: Ericsson, Huawei, Nokia Siemens, Alcatel-Lucent, ZTE, Samsung, NEC, Cisco, Juniper, and Tellabs.
  • Macro Base Station Deployments by Technology and 23 Countries, 2010–2014
Alex Street

2010 Mobile Base Station Contracts Increase 33% to 401 - 0 views

  • Mobile Base Station Contracts Increase 33%
  • Asia Pacific continued to be the largest region for contract
  • 41.8% with India a
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  • despite these gains, both OEMs have continued to be locked out of the lucrative Tier 1 LTE market in the United States with Alcatel-Lucent and Ericsson winning the Sprint Nextel tende
  • 1 Region for 2010: Asia Pacific (167 contracts) #1 Country for 2010: India (37 contracts) #1 OEM for 2010: ZTE (159 contracts) #1 Mobile Operator for 2010: China Mobile (16 contracts)
  • Chinese OEMs were 78.9% in 2010.
  • wireless industry for 2010 reached 401,
Alex Street

Gartner's Dataquest Insight: Scorecard for Vendors of LTE Network Infrastructure - ZTE ... - 0 views

  • ratings aim to capture the overall relative value and attractiveness of each vendor’s LTE offering,
  • growth strategy is prudent and sustainable.
  • Ericsson comes out on top in our analysis of LTE network infrastructure vendors.
  • ...1 more annotation...
  • ost of the vendors analyzed are technically skilled, so the key differentiator may rather be the perceived overall risk profile of a vendor, with the smaller ones, and those whose financial results may be a concern
Alex Street

Strong crown, N.America boom lift Ericsson Q2 share | Reuters - 0 views

  • Investment in new mobile networks in North America helped lift the overall mobile network equipment market 25 percent above the year-ago level, showing the fastest growth since 2004, Dell'Oro said.
Alex Street

Strong crown, N.America boom lift Ericsson Q2 share | Reuters - 0 views

  • Nokia Siemens Networks [NOKI.UL] and Huawei Technologies [HWT.UL] saw their market shares slip to 20 percent and 18 percent, respectively.
  • mobile network equipment
  • wireless carriers' ca
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  • 40 pct 33 pct NSN 20 pct 21 pct Huawei 18 pct 20 ct Source: Dell'Oro
  •  
    mobile network equipment
Alex Street

Network equipment manufacturers market review - Reports - Content | Analysys Mason - 0 views

  • Alcatel-Lucent, Ericsson and Nokia Siemens Networks (NSN), which had a combined share of 65% of the market in 2008. Huawei continues to grow rapidl
  • fourth-place player
  • USD4.6 billion in 2008 and will grow at a CAGR of 3% to reach USD5.5 billion in 2013.
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  • growth will be led by NMSs for residential broadband, the market for which is forecast to grow at a 5% CAGR.
  • Mobile NMS spending will grow more slowly, at a 4% CAGR, although it will remain the largest NMS market.
  •  
    global market for network management systems was worth USD4.6 billion in 2008 and will grow at a CAGR of 3% to reach USD5.5 billion in 2013."
Alex Street

Shrinking of mobile gear market slows in Q3: Dell'Oro | Reuters - 0 views

  • Ericsson saw its share of the market rising slightly from a previous quarter to 33.7 percent
  • Nokia Siemens' market share slipped to 19.8 percent, while Huawei was able to hold on to its 20.6 percent stake of the market,
  • Alcatel-Lucent saw its market share rising to 16.2
Alex Street

China's Huawei: Margins, Market Share and Cisco's Router Business - Seeking Alpha - 0 views

  • Huawei also competes with Ericsson, Nokia (NOK) and Siemens
  • Huawei is currently the second largest telecom equipment supplier globally with a share of 20% as of Q3 2009, an increase from the 11% share in Q4 2008
  • global core router market share from nearly 11% in 2008 to about 12% in 2009
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