Service Provider Mobility: Huawei for World Dominance?Generated by Jive SBS on 2010-05-25-06:00
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.
659 Views Tags: 4g, 3g, lte, huawei, ericsson