HUAWEI TOPS GLOBAL TELECOM EQUIPMENT MARKET IN LATEST RANKINGS

[Beast]

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??

The worst is , the naive think Huawei 5G products sell just becos the price is cheap...

https://www.huawei.com/en/press-eve...ive MIMO is highly,upload speed tops 215 Mbps.

Performance matters and Huawei has most number of patent for 5G network.

 

[maverick1977]

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/

They are our biggest competitors, i didnt realize we were low in global ranking..

 

[Viet]

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??

Good
You need a long breath. Huawei needs $4 trillion to survive. Because Huawei handsets are like bricks. Unsold.
Sales of top models p40 and p40 pro crash by 90 percent compared to previous models before sanctions.

 

[maverick1977]

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?

Haha! i work for Cisco and manage Multi billion $ portfolio for them (God has been kind to me, Glory to him).. without revealing myself, i can tell you we are looking strong, and what you said, " no comments"

 

[FairAndUnbiased]

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.

if they could've done any of this without losing money overall, then they would've done so already as a rational business decision.

 

[antonius123]

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.

Selling lower than Huawei for Ericson/Nokia/Cisco means harvesting loss; because huawei cost is always lot cheaper than competitors.

Loss for years means no budget for r&d, cannot repay debt, falling stock price, no creditor will give/extend loan, cannot raise fund from IPO; will decimate them further.

 

[antonius123]

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?

Your assumption is invalid.

Private company should be more able to endure loss for long time rather than public company, because for public company their investor/stock holders demand profit, otherwise the stock price will fall.

Also sustain loss for certain period is applied only when the market leader want to kill their competitors.
Cisco is not a market leader, they can't get rid Huawei (the real market leader) with this strategy. Cisco will only kill themself if they apply this strategy.

 

[Viet]

Your assumption is invalid.

Private company should be more able to endure loss for long time rather than public company, because for public company their investor/stock holders demand profit, otherwise the stock price will fall.

Also sustain loss for certain period is applied only when the market leader want to kill their competitors.
Cisco is not a market leader, they can't get rid Huawei (the real market leader) with this strategy. Cisco will only kill themself if they apply this strategy.

You still don’t understand the market.
Nearly all 100 biggest German companies use Cisco network equipment for data and voice communications. We can take for granted nearly all 100 biggest companies in every country in the world use Cisco equipment. Cisco is the dominant player. Cisco has a dominant role similar like Microsoft OS on desktop computers.

All in all over all companies it’s 60 percent. The rest is shared by Arista, Juniper, HP, Huawei, Nokia, etc.

In mobile communications as 4g or 5g it’s a different story. The competition is very tough, vendors look for cheaper equipment. Huawei has a good market share. Vendors as Vodafone uses Huawei because it’s cheaper.

Cisco can now sell mobile equipment cheaper so it can take market share from Huawei.

The reality is Cisco will not lose money as you said. Cisco makes money by selling software and services not selling hardware. Cisco can even sell equipment for free.

In the long run Huawei can only compete with Cisco and the likes if it successfully can develop brilliant software and offer great customer services. Hardware is just a byproduct.

 

[antonius123]

You still don’t understand the market.
Nearly all 100 biggest German companies use Cisco network equipment for data and voice communications. We can take for granted nearly all 100 biggest companies in every country in the world use Cisco equipment. Cisco is the dominant player. Cisco has a dominant role similar like Microsoft OS on desktop computers.

All in all over all companies it’s 60 percent. The rest is shared by Arista, Juniper, HP, Huawei, Nokia, etc.

In mobile communications as 4g or 5g it’s a different story. The competition is very tough, vendors look for cheaper equipment. Huawei has a good market share. Vendors as Vodafone uses Huawei because it’s cheaper.

Cisco can now sell mobile equipment cheaper so it can take market share from Huawei.

The reality is Cisco will not lose money as you said. Cisco makes money by selling software and services not selling hardware. Cisco can even sell equipment for free.

In the long run Huawei can only compete with Cisco and the likes if it successfully can develop brilliant software and offer great customer services. Hardware is just a byproduct.

Doesnt matter 10 or 100 or 1000 Germany companies use Cisco, Cisco is still the laggard with smallest market share in the world:

Only 7% market share, the tiniest dwarfed by Huawei 25%, even behind ZTE 10%

Your logic doesnt work, how come Cisco with higher cost can sell with lower price than Huawei without loss?

How come Cisco that pay higher salary to their employee and with lower economic scale could produce cheaper than Huawei that pay lower salary and have much more economic scale?

 

[Viet]

Doesnt matter 10 or 100 or 1000 Germany companies use Cisco, Cisco is still the laggard with smallest market share in the world:

Only 7% market share, the tiniest dwarfed by Huawei 25%, even behind ZTE 10%

Your logic doesnt work, how come Cisco with higher cost can sell with lower price than Huawei without loss?

How come Cisco that pay higher salary to their employee and with lower economic scale could produce cheaper than Huawei that pay lower salary and have much more economic scale?

You are dense. I give up.
Can’t you interpret the chart you posted?
What is MCN?

 

[antonius123]

You are dense. I give up.
Can’t you interpret the chart you posted?
What is MCN?

LOL. You with logical error and erroneous fact accuse your superior counter debater dense? that just prove you are clown of pdf.

First, you brag false information that Cisco is a market leader.
Second, you failed to answer my argument; even you don't seem to understand what you are trying to discuss. Do you understand what I am talking about "economic scale"? It is the key to understand why Huawei could outsource components cheaper than Cisco can do and end up with Huawei produce with lot lower cost.

You give up because your own being dense, I believe you are unable to follow my argument at all

Chart interpretation has been given, as I said: Cisco hold the tiniest market share, while Ericson and Huawei hold the 1st and 2nd largest market share in 3Q 2019.
Btw, MCN = Mobile Core Network.

The graph was taken from here:
https://www.fiercewireless.com/tech/ericsson-holds-slight-lead-over-huawei-mobile-core-market
The interesting quote from there:
Bolan also noted that Cisco, in fifth place, has struggled to get deals beyond North America. However, he noted that Cisco did get a big win in mobile core with Rakuten Mobile in Japan.

Poor you.

 

[Viet]

LOL. You with logical error and erroneous fact accuse your superior counter debater dense? that just prove you are clown of pdf.

First, you brag false information that Cisco is a market leader.
Second, you failed to answer my argument; even you don't seem to understand what you are trying to discuss. Do you understand what I am talking about "economic scale"? It is the key to understand why Huawei could outsource components cheaper than Cisco can do and end up with Huawei produce with lot lower cost.

You give up because your own being dense, I believe you are unable to follow my argument at all

Chart interpretation has been given, as I said: Cisco hold the tiniest market share, while Ericson and Huawei hold the 1st and 2nd largest market share in 3Q 2019.
Btw, MCN = Mobile Core Network.

The graph was taken from here:
https://www.fiercewireless.com/tech/ericsson-holds-slight-lead-over-huawei-mobile-core-market
The interesting quote from there:
Bolan also noted that Cisco, in fifth place, has struggled to get deals beyond North America. However, he noted that Cisco did get a big win in mobile core with Rakuten Mobile in Japan.

Poor you.

Bingo it’s mobile.
What’s other sectors?

You are dense!

 

[antonius123]

Bingo it’s mobile.
What’s other sectors?

You are dense!

LOL. Since when the fiercest competition among Cisco Ericson Huawei not in mobile sector anymore? Since when the bread and butter business of them switched from mobile to optical network or any other sector? in fact 5G (mobile) will be the most prospective business in telco sector more and more.

You like talking about yourself as for being "dense"

 

[Viet]

LOL. Since when the fiercest competition among Cisco Ericson Huawei not in mobile sector anymore? Since when the bread and butter business of them switched from mobile to optical network or any other sector? in fact 5G (mobile) will be the most prospective business in telco sector more and more.

You like talking about yourself as for being "dense"

Cisco sells $52b telecom equipment and services last year.
Following your understanding, Huawei telecom revenue must be $182b because Huawei is 3.5 times bigger.
You are dense.

 

[antonius123]

Cisco sells $52b telecom equipment and services last year.
Following your understanding, Huawei telecom revenue must be $182b because Huawei is 3.5 times bigger.
You are dense.

Look at this figure genius:
Huawei and ZTE increased their revenue shares while Nokia and Cisco’s revenue shares declined for the full year 2019 telecom equipment market.

https://www.delloro.com/the-telecom-equipment-market-2019/


Cisco is obviously the underdog ... consistent with report I gave you above:

Bolan also noted that Cisco, in fifth place, has struggled to get deals beyond North America.
https://www.fiercewireless.com/tech/ericsson-holds-slight-lead-over-huawei-mobile-core-market