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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

ZTE Ready to Boost Next-Generation Access Market Share in Europe - ZTE Corporation - 0 views

  • Lithuania is the most advanced country in Europe in terms of fibre deployments, with household penetration having risen above 20%.
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.
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  • 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

ZTE base station market share climbs into world's top four - 0 views

  • n 2009, 325,000 BTS (base transceiver station) units were deployed in China, accounting for some 1/3 of the total base stations deployed worldwide
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

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

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

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

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
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