HUAWEI TOPS GLOBAL TELECOM EQUIPMENT MARKET IN LATEST RANKINGS

[Daniel808]

Huawei tops global telecom equipment market in latest rankings
2020-06-04 22:05:20 GMT+8 | cnTechPost

The global telecoms equipment market slumped 4 percent year-on-year in the first quarter, falling short of forecasts for full-year growth of 1 percent in 2020, according to a report by market research firm Dell'Oro Group.

According to Dell'Oro Group, preliminary estimates show that the top five vendors in terms of revenue share in the global telecommunications equipment market in the first quarter of 2020 are Huawei (28%), Nokia (15%), Ericsson (14%), ZTE (11%) and Cisco (6%). As a comparison, these five vendors have a 2019 market revenue share of 29%, 16%, 14%, 10% and 7%, respectively.

Other highlights of the report include:

After two consecutive years of market growth in 2018 and 2019, the overall telecom equipment market is off to a weak start this year, reflecting mixed market conditions: positive market sentiment in mobile technology-related areas, including RAN and core networks, was not enough to offset declining demand for broadband access, routers and CE switches, and optical/microwave transmission equipment.

While a solid subscriber base and positive 5G momentum outweighed the downside risk of RAN and core network investments associated with the new crown epidemic, the epidemic had more of a real impact on some non-wireless related areas, leading to some supply chain disruptions and weakened demand due to increased macroeconomic uncertainty.



In the technology segment, mobile RAN and core network market revenues combined grew by single-digit percentages, with the two segments together accounting for nearly half of the overall telecom equipment market revenue in the first quarter of 2020.

Meanwhile, total revenue in the broadband access, microwave transmission, router and CE switch markets declined at a double-digit percentage point year-over-year rate during the quarter, collectively accounting for about one-third of overall market revenue.


Compared to previous recessions, the new crown epidemic is changing the way we use the internet. But changes in the way subscribers consume data do not necessarily translate into a corresponding increase in new infrastructure spending by operators to cope with traffic growth.

Some vendors and service providers say that network capacity upgrades need to accommodate the growth of data traffic, however, the surge in data traffic has not resulted in a huge demand for network capacity upgrades across all telecom equipment segments.


While the new crown epidemic continues to take a costly human and economic toll, Dell'oro's team of analysts collectively expect more favorable market conditions and reduced supply chain risk in the second half of 2020, driving the overall telecoms equipment market to grow 1% in 2020. This figure is a downward revision from Dell'oro's previous growth expectations of 2%.

https://cntechpost.com/2020/06/04/huawei-tops-global-telecom-equipment-market-in-latest-rankings/

 

[Daniel808]

Like I said before, one small clash in UK doesn't mean you can change the tide of war @striver44

Huawei still winning in major fronts

 

[antonius123]

Huawei still have chips stock necessary for 5G equipment until mid 2021.

It will be interesting to see beyond 2021, whether China domestic chip maker can supply 7nm to Huawei with adequate quantity to meet 5G demand both in China and overseas clients or not.

 

[Daniel808]

Huawei still have chips stock necessary for 5G equipment until mid 2021.

It will be interesting to see beyond 2021, whether China domestic chip maker can supply 7nm to Huawei with adequate quantity to meet 5G demand both in China and overseas clients or not.

Yes, Huawei already stocking Chip reserve for the next 2 years.

In the same line with, Analyst predicted that China can produce 7nm chip in 2 years.

He stated the reason why Chinese firms can't produce high-end chips is not due to technological obstacles but more because lack of customers.
And high-end chips need huge investments.

Now they have Huawei as Big customers and many other chinese companies, because when SMIC can produce 7nm chips, with their 'unreliable entity list' rule China will tell all of their companies to use Domestic chips instead.

"The reason why domestic firms can't produce high-end chips is not due to technological obstacles but lack of customers," Xiang said, noting that the US' crackdown will definitely drive domestic giants like Huawei to shift to domestic suppliers. That in turn will boost demand for domestically made chips.

China able to mass produce 7-nm chips in two years, replace imports: analyst
By Ma Jingjing Source:Global Times Published: 2020/5/26 22:08:40

A view of the 32-layer 3D NAND flash chip developed by YMTC Photo: IC


Deputies to the National People's Congress (NPC) put forward suggestions to raise investment in the integrated circuit (IC) sector and speed up import substitution of chips, sparking confidence that Chinese companies will be able to mass produce 7-nanometer semiconductors in two years.

Delixi Group Chairman Hu Chengzhong, an NPC deputy, said in a proposal seen by the Global Times on Tuesday that China should focus on technological breakthroughs in the research and development of high-end ICs to raise the import substitution rate and break foreign chip manufacturers' domination.

Industry insiders said the US' persistent attack on Huawei is expected to motivate domestic companies to replace imported chips with domestic ones earlier than planned.

Xiang Ligang, director-general of telecoms industry association Information Consumption Alliance, told the Global Times he is confident that Chinese companies like Shanghai-based Semiconductor Manufacturing International Corp will be able to mass produce 7-nm and even 5-nm chips in about two years.

"The reason why domestic firms can't produce high-end chips is not due to technological obstacles but lack of customers," Xiang said, noting that the US' crackdown will definitely drive domestic giants like Huawei to shift to domestic suppliers. That in turn will boost demand for domestically made chips.

On May 15, the US Department of Commerce said it was amending an export rule and its Entity List to "strategically target Huawei's acquisition of semiconductors that are the direct product of certain US software and technology," read a statement on its website.

China is the world's largest chip user, but it has a low self-sufficiency rate and the supply of key manufacturing equipment and materials primarily relies on imports.

Hu said there is huge scope for domestically made chips to replace imported ones, as China imported $312 billion worth of ICs in 2018, while the market for domestic ones was only $37 billion.

"To jump start growth, the domestic semiconductor industry has to nurture enough talent and seek breakthroughs in innovative materials to overtake the US in the sector," an industry insider surnamed Ma told the Global Times on Tuesday.

Chen Mingbo, an official with the Shanghai government, proposed at the two sessions - the most important annual political event in the country - to establish an IC industry fund of 100 billion yuan ($14.01 billion) in Shanghai that would lead the development of high-end industries, the Shanghai Securities News reported on Tuesday.

"In the long term, China's growing strength in making high-end semiconductors will inflict devastating damage on US companies like Qualcomm, 70 percent of whose clients are Chinese firms now," Xiang said.

The Huawei Kirin 710A chip, based on 14-nm technology, has recently achieved commercial mass production.

https://www.globaltimes.cn/content/1189597.shtml

 

[Viet]

Huawei market share is not sustainable.
Cisco now pushes an aggressive pricing policy. Cisco cuts prices almost by half, telecom gears are so cheap. Cisco can sustain losses for a long run, can Huawei?

 

[FairAndUnbiased]

Huawei market share is not sustainable.
Cisco now pushes an aggressive pricing policy. Cisco cuts prices almost by half, telecom gears are so cheap. Cisco can sustain losses for a long run, can Huawei?

how can they sustain loss with less market share starting out? they have less capital reserve.

 

[Viet]

how can they sustain loss with less market share starting out? they have less capital reserve.

You don’t understand.
Huawei gains market share because it sells equipment very cheap.
Now the West understands the game.
Cisco will lower prices to a level never seen before. Up to 80 percent discount.
Why customers should buy cheap Huawei equipment when US equipment are cheaper?

Cisco has vast money reserves. The company can sustain a long fight.

 

[Kai Liu]

You don’t understand.
Huawei gains market share because it sells equipment very cheap.
Now the West understands the game.
Cisco will lower prices to a level never seen before. Up to 80 percent discount.
Why customers should buy cheap Huawei equipment when US equipment are cheaper?

Cisco has vast money reserves. The company can sustain a long fight.

So those sell at a price 80 percent below the cost will be sustainable while those sell cheap but still on a profit will not be sustainable??? You logic is very funny...
And vast money reserves??? I will tell you Huawei has our trillion dollar reserves if needed.

 

[Viet]

So those sell at a price 80 percent below the cost will be sustainable while those sell cheap but still on a profit will not be sustainable??? You logic is very funny...
And vast money reserves??? I will tell you Huawei has our trillion dollar reserves if needed.

They sell 80 percent discount on official rate, not 80 percent below the cost. You understand the difference?

 

[FairAndUnbiased]

They sell 80 percent discount on official rate, not 80 percent below the cost. You understand the difference?

if they could sell at 80% discount without a loss, why wouldn't they have done that before and not lost market share to Huawei in the first place?

 

[Kai Liu]

They sell 80 percent discount on official rate, not 80 percent below the cost. You understand the difference?

Not 80 percent, then 60 percent maybe..., same thing...

 

[Viva_Viet]

Huawei tops global telecom equipment market in latest rankings
2020-06-04 22:05:20 GMT+8 | cnTechPost

The global telecoms equipment market slumped 4 percent year-on-year in the first quarter, falling short of forecasts for full-year growth of 1 percent in 2020, according to a report by market research firm Dell'Oro Group.

According to Dell'Oro Group, preliminary estimates show that the top five vendors in terms of revenue share in the global telecommunications equipment market in the first quarter of 2020 are Huawei (28%), Nokia (15%), Ericsson (14%), ZTE (11%) and Cisco (6%). As a comparison, these five vendors have a 2019 market revenue share of 29%, 16%, 14%, 10% and 7%, respectively.

Other highlights of the report include:

After two consecutive years of market growth in 2018 and 2019, the overall telecom equipment market is off to a weak start this year, reflecting mixed market conditions: positive market sentiment in mobile technology-related areas, including RAN and core networks, was not enough to offset declining demand for broadband access, routers and CE switches, and optical/microwave transmission equipment.

While a solid subscriber base and positive 5G momentum outweighed the downside risk of RAN and core network investments associated with the new crown epidemic, the epidemic had more of a real impact on some non-wireless related areas, leading to some supply chain disruptions and weakened demand due to increased macroeconomic uncertainty.



In the technology segment, mobile RAN and core network market revenues combined grew by single-digit percentages, with the two segments together accounting for nearly half of the overall telecom equipment market revenue in the first quarter of 2020.

Meanwhile, total revenue in the broadband access, microwave transmission, router and CE switch markets declined at a double-digit percentage point year-over-year rate during the quarter, collectively accounting for about one-third of overall market revenue.


Compared to previous recessions, the new crown epidemic is changing the way we use the internet. But changes in the way subscribers consume data do not necessarily translate into a corresponding increase in new infrastructure spending by operators to cope with traffic growth.

Some vendors and service providers say that network capacity upgrades need to accommodate the growth of data traffic, however, the surge in data traffic has not resulted in a huge demand for network capacity upgrades across all telecom equipment segments.


While the new crown epidemic continues to take a costly human and economic toll, Dell'oro's team of analysts collectively expect more favorable market conditions and reduced supply chain risk in the second half of 2020, driving the overall telecoms equipment market to grow 1% in 2020. This figure is a downward revision from Dell'oro's previous growth expectations of 2%.

https://cntechpost.com/2020/06/04/huawei-tops-global-telecom-equipment-market-in-latest-rankings/

Mainly selling in CN. Everyone know that Hwei is spy group, thats why Hwei boss was arrested and US will sanction or stop sharing Intel wt any countries using Hwei and BRI.

 

[Viet]

if they could sell at 80% discount without a loss, why wouldn't they have done that before and not lost market share to Huawei in the first place?

You don’t understand how things work. Cisco dominates the enterprise and campus markets by 60 percent. Cisco loses position to Huawei and other in mobile communications market. Cisco can subsidize the mobile by selling equipment cheaper than Huawei.

Cisco is weak in mobile networks. in enterprise networks it’s a different story, nearly 100 percent of major companies use Cisco equipment.

The US sanctions Huawei will help Cisco. Cisco itself lowers prices. Huawei is attacked on multiple fronts.

 

[Kai Liu]

You don’t understand how things work. Cisco dominates the enterprise and campus markets by 60 percent. Cisco loses position to Huawei and other in mobile communications market. Cisco can subsidize the mobile by selling equipment cheaper than Huawei.

Cisco is weak in mobile networks. in enterprise networks it’s a different story, nearly 100 percent of major companies use Cisco equipment.

The US sanctions Huawei will help Cisco. Cisco itself lowers prices. Huawei is attacked on multiple fronts.

Yes, Cisco should hire you as their CEO for not doing this early... 'Subsidize'.. LMAO... How can a private company like Cisco use its own 'subsidy' to fight against a company like Huawei backed by our 4 trillion dollar money reserve??

 

[Viva_Viet]

You don’t understand how things work. Cisco dominates the enterprise and campus markets by 60 percent. Cisco loses position to Huawei and other in mobile communications market. Cisco can subsidize the mobile by selling equipment cheaper than Huawei.

Cisco is weak in mobile networks. in enterprise networks it’s a different story, nearly 100 percent of major companies use Cisco equipment.

The US sanctions Huawei will help Cisco. Cisco itself lowers prices. Huawei is attacked on multiple fronts.

Actually Hwei may still have a better sale than the others even when Hwei cant sell outside CN, simply bcs CN is a big market and Hwei apy group also get a huge support from CN govt

But Hwei will collapse when CN collapse cos it Simply a spy group and cant sell outside CN.