Generated by Jive SBS on 2010-05-25-06:00
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Service Provider Mobility: Huawei for WorldDominance?
Posted by David Almstrom Nov 13, 2009 Apart from all the Google news lately that has major relevance (like the new programming language 'Go'), there were two news of major significance that I think went through a bit quiet.
#1 Huaweisigns a €170M deal with Telenor for LTE rollout
#2 Huaweiwill demonstrate TD-LTE with China Mobile for World Expo in Shanghai 7 years ago, I gave a presentation in Sweden in a forum addressing Asia that was managedKTH (Royal Institute of Technology) and the essence of my presentation was the 5-yearplanning for Chinese Enterprises - and I used the telecom sector to exemplify my thinkingand Huawei in particularly. 1998-2003 was building up strong national entities leveraging the large domestic market -where Huawei consistently took market share and became dominant in almost all sectors(except GSM) 2003-2008was the time to start entering the world market and we saw Huawei taking dealsin Hong Kong, Thailand, US and Europe - slowly testing but also employing the traditionalMao strategy: from countryside to city, meaning starting with easier markets to build strengthto take on the more difficult tasks 2008- is the time for world dominance! And the two news-items above I referred to clearly shows the ambitions of Huawei.
Service Provider Mobility: Huawei for World Dominance?Generated by Jive SBS on 2010-05-25-06:00
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Huawei beating Ericsson in their home market for a new strategic technology is major majornews!! Ericsson's home market, as I broadly define as Sweden, Norway and Denmark, withvery strong foot-hold in Europe and Middle East. E.g. the first ever AXE was deployed inSaudi Arabia. Thus, Huawei taking the LTE contract in Norway: an early contract, a veryimportant contract as Telenor is an advanced operator that will be able to provide valuablefeedback to Huawei.
The deal is not huge, only €170M, but still - Huawei and Starent (soon-to-be Cisco) will replacethe whole mobile backbone infrastructure kicking out Ericsson and Nokia-Siemens, turning theirnetwork into an all-IP 4G network with 2/3G RAN - world's first when it is completed!
However, the unholy-alliance Cisco/Huawei probably will not last, but Huawei still will benefitgreatly from deploying commercial LTE and have a very strong reference from Telenor.How Huawei will work with replacing Starent or trying to re-ally with Cisco is anotherquestion. From my recollection, Huawei and Cisco are not the sweetest friends but theTelenor deal may change that relation. Another of Ericsson extremely important account has been China Mobile, where Ericssonhas had a minimum of 30% market share for the last 15 years (via numerous reforges) andhere again, Huawei is aggressively going after the market leader at its strongest bases. Huawei, not Ericsson, will demonstrate TD-LTE at World-Expo making Huawei a leadingtechnology partner to China Mobile - not Ericsson. According toDell 'Oro, Huawei now has 20% market share in the mobile networks -being #2. There are other chinese companies that employs the same strategy: Oil, Steel, Cars (Geelybuying Volvo), etfc.
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Huawei for World Dominance?
Apart from all the Google news lately that has major relevance (like the new programming
language 'Go'), there were two news of major significance that I think went through a bit
quiet.
language 'Go'), there were two news of major significance that I think went through a bit
quiet.
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