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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

RPT-UPDATE 3-Alcatel results magnify sector worries; shares fall | Reuters - 0 views

  • Alcatel-Lucent started the year strongly by riding a wave of operator spending in the United States.
  • Alcatel-Lucent has been riding a wave of investments by U.S. operators in
  • Alcatel-Lucent has better margins in the U.S. market because it is effectively closed to low-cost Chinese vendors like Huawei and ZTE Corp
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

Ovum StraightTalk | Huawei Targeting Strong Managed Network Service Growth in Europe - 0 views

  • North America remains a difficult region for Huawei to crack due to political pressure, the company’s European operations have been extremely successful in the past few years.
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
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    mobile network equipment
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

Global Wireless and Mobile Backhaul Equipment Market (2009-2014) - 0 views

  • global wireless and mobile backhaul equipment market is expected to be worth US$38.0 billion by 2014
  • Asia is the largest wireless backhaul market; and is expected to be worth US$12.2 billion by 2014,
  • Cellular operators have played an important role in this new emerging market of wireless data backhauling
Alex Street

Network Equipment Provider - Wikipedia, the free encyclopedia - 0 views

  • Power balance in the NEP ecosystem
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    Power balance in the NEP ecosystem
Alex Street

Chinese telecom firms fight for rights - 0 views

  • world's second-largest telecom equipment make
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    Huawei
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.
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    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

Mobile Network Manufacturers' Market Share in China - ZTE Corporation - 0 views

  • WCDMA network deployment,
  • Average Selling Price (ASP) per TRXs is decreased significantly in 2009, from $3500 per unit to less than $20
  • China Mobile has deployed up to 309,000 TRXs in the 38 cities before Mar. 2009.
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  • third round tender in the August, involving 340,000 TRX
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

Networking & Telecommunications Market Research - Dell'Oro Group - The Trusted Source - 0 views

  • Huawei’s market share in 1Q11 declined by seven percentage points compared to the year-ago quarter to 18 percent
  • Alcatel-Lucent’s market share increased by two percentage points to 17 percent
  • manufacturers with the third and fourth highest market shares were Ciena and ZTE.
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    Optical Transport Market Grew 10 Percent Year-over-Year to $3 Billion in the First Quarter
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
Alex Street

UPDATE 1-China's Huawei takes No. 2 spot in mobile gear | Reuters - 0 views

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    Nov 13, 200
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