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Financial

Huawei Snatches Ericsson's Crown

Huawei Technologies Co. Ltd. can now lay claim to being the world's leading supplier of telecom hardware and software, following the publication of its sales for the first half of this year. (See Huawei Increases H1 Sales by 4.5%.)

There are no doubt a number of variables that make the comparisons slightly uneven -- particularly the breadth of portfolios (Huawei has made a big push in the enterprise technology and mobile devices sectors in the past year) and the impact of currency exchange rates. But at a basic level, and using the U.S. dollar as the unifying global currency, the Chinese vendor is now bigger than Ericsson AB (Nasdaq: ERIC).

While, at current exchange rates, Huawei's reported revenues for the first six months of 2012 total US$16.1 billion, Ericsson's come in at $15.25 billion (106.3 billion Swedish kronor). (See Ericsson Sets Q2 Benchmark.)

Nokia Networks , with first-half revenues of $8 billion (€6.59 billion) is some way off the pace, and Alcatel-Lucent (NYSE: ALU) and ZTE Corp. (Shenzhen: 000063; Hong Kong: 0763), which haven't yet reported their second-quarter sales, will not be troubling the leading duo. (See Restructuring Costs Hit NSN's Q2.)

Table 1: Vendor Ranking by H1 2012 Revenues (in US$)
Ranking by H1 2012 revenues Vendor H1 revenues in US$
1 Huawei 16.1 billion
2 Ericsson 15.25 billion
3 Alcatel-Lucent 8.13 billion (estimate)
4 Nokia Siemens Networks 8 billion
5 ZTE More than 5.8 billion




AlcaLu reported first-quarter revenues of €3.2 billion ($3.9 billion) and is expected to report sales of around €3.5 billion ($4.23 billion) for the second quarter when it reports its latest earnings on July 26. (See AlcaLu Issues Full-Year Profit Warning and Bad Start to 2012 for AlcaLu.)

ZTE stated recently that its revenues for the first six months of 2012 will be greater than the RMB 37 billion ($5.8 billion) it recorded a year ago.

— Ray Le Maistre, International Managing Editor, Light Reading

TechMech 12/5/2012 | 5:25:35 PM
re: Huawei Snatches Ericsson's Crown

Seems my both comment was off.


Macster is the main man in the slanging match we observed.


Any comments which seem to be againt a chinese company, are taken very sensitively. It would be interesting to find out why?

macster 12/5/2012 | 5:25:39 PM
re: Huawei Snatches Ericsson's Crown

No, this was actually an inapppropriate "Soupafly vs. macster" thingy. I apologise to LR and other readers.


P.S. It's fun though to throw insults. I now see why others on here do it :) 


 

macster 12/5/2012 | 5:25:39 PM
re: Huawei Snatches Ericsson's Crown

LOL! "In other words....."? How did you ever come up with this? Arrive at this conclusion? ROFL! Amazing!!! A reasonable person would remark, "Phil could have worded it better." Unless he was being a WUM :)


If you were to re-read the posts of that thread, I only asked a question, "Is Huawei the only vendor capable of this?". Then, all hell broke loose. I was deemed "a fool". I was "not getting it". Etc.


Of course I "wasn't getting it". I don't agree with you. It's very simple. A number on here just cannot accept a differing point of view. It's that, "if you're not with me, then you're against me" mentality. To quote from The Godfather, "Our ships must sail in the same direction". :)


With regards to pushing a position... Absolutely! Trade wars and protectionist measures affect me! Hence I posted this:


http://uk.finance.yahoo.com/news/1-chinas-huawei-zte-deny-124823957.html


LOL! No, I am not an "Ericsson troll". But do have a read. Trade makes everyone better off. This is a fundamental economic theory. 


 


P.S. You know what? I don't really want to go there, but if you want to... The US begged China to maintain the peg and not float, during the height of the Asian currency crisis back in 97/98 (I was in the midst of this, please don't try to argue, I know this case intimately). Now, it wants China to freely float it. Why? It's in their interest! So, would one not say... China might be doing things in her interest? (no, I am no "China troll" lol!)


 

macster 12/5/2012 | 5:25:40 PM
re: Huawei Snatches Ericsson's Crown

LOL! Interesting take there, Seven.


What I found interesting was the topic of the thread, namely "Huawei Espionage". The other interesting take was you having to resort to calling another "a fool", simply because of differing opinions. You know me well. When you resort to insults, I will resort to WUMming :)


That's the gist of what's happening here. The minute I say something positive about Huawei, I get labelled a "Huawei troll" and whatnot. Given that I'm actually a big fan of ALU and have said many positive things about them (notably re. Lightradio), I must  ask why I am never called an "ALU troll", etc.


It's blatantly clear..................................... 

paolo.franzoi 12/5/2012 | 5:25:40 PM
re: Huawei Snatches Ericsson's Crown

 


So another words you hate Phil Harvey the editor of Light Reading who posted the topic.


If you look at the posts up to yours, no mention of any vendor outside of the title was made.  Neither Soup nor I did.  What we answered was a question about router vendors.


I will be blunt with you however.  I see that you are pushing a position.  For example, you complain about trade issues and yet I see no posting about floating the RMB.  Which, of course, is the single largest issue in the current trade imbalance.  So, if you want open trade start at the beginning.


If you believe comm systems are not used for spying, then you best explain all the examples I gave going back all the way to WWII.  If you can not, then you are being a fool.  


seven

melao2 12/5/2012 | 5:25:52 PM
re: Huawei Snatches Ericsson's Crown

Brookseven, yeah you are right. 


 


I would say that most chinese are too sensitive when you say any bad thing about china, or question any small details about a chinese company, they respond very aggressively. On the other hand there is a paranoia around Huawei in the USA.


 


One feed the other.


 


The only thing that really bothers me in the whole debacle about Huawei, is regarding being copycats. Huawei really has an imense R&D facility, and really develops new and innovative products. The whole Cisco x Huawei problem that happened years ago really damaged their image until today in the industry...


 


Speaking of optical networking (which was the primary topic in this site in the old days), I really do not see Huawei copying anybody, and more than that, always delivering really good technology.


 


Other than that, I do agree that normally it is difficult to believe finance reports from private companies. There were so many cases of frauds in the past that it is normal to be skeptical. Actually even in public companies there were huge frauds over the years. 

paolo.franzoi 12/5/2012 | 5:25:56 PM
re: Huawei Snatches Ericsson's Crown

melao,


 


What I found interesting is that answering Phil's technical questions about what could be done by any router vendor was taken as an attack on Huawei.  The questions and answers were given completely neutrally....until....


 


seven


 

melao2 12/5/2012 | 5:25:56 PM
re: Huawei Snatches Ericsson's Crown

Every post on Huawei leads to the USAxChina discussion. It is amusing. :)

TechMech 12/5/2012 | 5:25:59 PM
re: Huawei Snatches Ericsson's Crown

You should both quit!


Am surprised the moderators of LR have not stepped in to stop what looks like a childish spat over nothing.


This is a professional telecomms board, not a childrens playground. Both of you need to grow up.

Soupafly 12/5/2012 | 5:26:00 PM
re: Huawei Snatches Ericsson's Crown




Macster, this is exactly why I stated.


a) Learn to read.  Because you don't understand English properly your responses make you look even more foolish. Your clearly projecting, once again.


This will be my last post on this topic. I am now bored of your pathetic posts and tired of you taking my blatant & obvious bait.


When its this easy, to name & shame a troll. The sparring stops been fun. :-)


Congrats on finally looking up what a troll is, btw! That Wiki link was inspired.


Also congrats on trying to use selective quotes. If it was one of your friends on a gaming board, you might have had a chance. Here on LR, people can read.


Ciao for now & good luck with that Big4 position. Lmao!!!  Don't forget to clean the gents, on your way out. ;-))


Ciao Soups


 


 


 




PICturethis 12/5/2012 | 5:26:00 PM
re: Huawei Snatches Ericsson's Crown

I find it ironic that you both have the same number of user rating 'bananas'....because your comments below are quite bananas.


I worked for Huawei before...and I definitely did not like working there.  However, making ridiculous allegations and personal attacks is also not the way to deal with it.


Dammit, I am now officially dumber for having commented on this thread...

macster 12/5/2012 | 5:26:00 PM
re: Huawei Snatches Ericsson's Crown

".....tired of you taking my blatant & obvious bait....."


There you have it! Further proof of his trolling nature :) LOL, I just love it, he screws himself with every word he writes. 


Let's re-cap:

<ul>
<li>We all know that Soupafly is a proven racist. I personally think that it's disgraceful to hate a nation/people, simply due to bad experiences at a company. Anger leads to hate... hate leads to suffering! Soupafly, please stop suffering :(</li>
<li>We also know that his nature is a function of his upbringing. But there's actually more! It's also a function of the environment, his obviously abysmal education, etc.&nbsp;</li>
<li>He has now proven himself to be a troll :)</li>
</ul>

&nbsp;


&nbsp;

macster 12/5/2012 | 5:26:01 PM
re: Huawei Snatches Ericsson's Crown

"I don't represent a company or country. You pretend to do both."


&nbsp;"I think your a disgrace to Huawei and its global workforce and perfect"


There you have it. Another hallmark - contradiction. First, "I pretend to represent a company...". Then, "I am a disgrace to the company...". ROFL! Very typical of racist trolls. Their inconsistencies are a direct result of continuous BS.&nbsp;


I know, I know, it's not a good idea to feed a troll, but sometimes, you just have to point them out for what they are :)


&nbsp;

macster 12/5/2012 | 5:26:01 PM
re: Huawei Snatches Ericsson's Crown

From Wikipedia:


In&nbsp;Internet slang, a&nbsp;troll&nbsp;is someone who posts inflammatory,<sup class="reference" id="cite_ref-1" style="line-height: 1em; font-family: sans-serif;">[2]</sup>&nbsp;extraneous, or&nbsp;off-topicmessages in an online community, such as an online discussion forum, chat room, or blog, with the primary intent of provoking readers into an&nbsp;emotional&nbsp;response<sup class="reference" id="cite_ref-PCMAG_def_2-0" style="line-height: 1em; font-family: sans-serif;">[3]</sup>&nbsp;or of otherwise disrupting normal on-topic discussion.


See below. Soupafly himself confirms to being a troll. So there. A proven racist. A proven troll.


Keep writing :)

Soupafly 12/5/2012 | 5:26:04 PM
re: Huawei Snatches Ericsson's Crown

&nbsp;





Wrong.


I am just happy correct your ignorance:


1. You hate Huawei. You have an axe to grind. (Negative.)


2. You hate Chinese people and China. (Negative.)


3. You hate Asians. (Negative.)


So thats 3 negatives. I'm just surprised that you havent called edwilley3, flook, Brookeseven and any other poster who has posted anything that might be intepreted as not been in Huawei's interests - the same idiotic trash!


I don't represent a company or country. You pretend to do both.


We disagreed, and I labelled your idiotic &amp; racists posts, just that. You didnt like been caught out and took it badly. (Anyone in any doubt can read any of the threads. I have nothing to hide or be ashamed of.)


I don't pity your childhood or upbringing. I think your a disgrace to Huawei and its global workforce and perfect example of what blind patriotism &amp; ignorance, can produce - when given a keyboard &amp; a internet connection.


&nbsp;

macster 12/5/2012 | 5:26:07 PM
re: Huawei Snatches Ericsson's Crown

Right....


Insulting people is a sign of your "good debating skills". Your racist and prejudiced nature is a sign of your "superiority". Not being able to differentiate between "your" and "you're" is a sign of your "intellect".


I am just happy to point out (time and time again):


1. You hate Huawei. You have an axe to grind.


2. You hate Chinese people and China.


3. You hate Asians.


I don't blame you. I pity you.&nbsp;Like I said... your upbringing.&nbsp;


&nbsp;

Soupafly 12/5/2012 | 5:26:10 PM
re: Huawei Snatches Ericsson's Crown

I love trolls who are emotional weak and intellectually inferior. Thats why your such fun to play with macster. You tick both boxes, with ease. :)


8 words sum you &amp; my post up - perfectly!


I see your true colours&nbsp; AND you never learn.

Soupafly 12/5/2012 | 5:26:15 PM
re: Huawei Snatches Ericsson's Crown

Macster, you need to.


a) Learn to read. I don't hate Asians or Huawei. Your projecting. And btw, hate is a very strong emotion. Look it up.


b) Learn to post. A single post would have done the job.


c) Learn how to disagree. People will have different views, we are not in China. Here dissent is allowed and debate encouraged. You need to re-train &amp; learn to tolerate oposite views


- I will not be discussing my posts further with you, in terms of analysis, rationale or content/ terminology. Tell your masters to step out of the shadows. Ask them to post an intelligent set of points or enter the debate, in a sound &amp; reasonable manner and we can continue.

macster 12/5/2012 | 5:26:15 PM
re: Huawei Snatches Ericsson's Crown

"Your projecting..."


It's "You're projecting". You don't learn, do you? LOL, but you have the cheek to criticise/insult my language skills???


1. Indeed. People will have different views. You cannot accept the fact that I have differing views, so you resort to insults. This is because you know that I am correct - in every sense!!!


2.&nbsp;You are a FILTHY RACIST. People are not born prejudiced or racist. This comes from upbringing. LOL, like I have always said.... your evident hatred is so, so ugly. No need to say more................


3. Again, your racist tendencies are on show for all to see with: "...we are not in China...."". "....tell your masters...". Why, oh why? LOL!


&nbsp;


P.S. You know what? I don't even want to debate with you! Don't care what you say about Huawei, etc. Saying that, if you insult me, I will definitely return the favour. Don't like it, huh? This is the part you can't accept - you like to dish out, but can't handle being on the receiving end.


&nbsp;

macster 12/5/2012 | 5:26:16 PM
re: Huawei Snatches Ericsson's Crown

You are right. Only Huawei, the Chinese, all Asians even..... are bad. New form of math? LOL!


Again, your illustrate your hatred. Why the need to state ".....only Huawei's Chinese HQ staff"? When "Huawei's HQ staff" would have sufficed to make your point?


But you are right, there were no scandals (for want of a harsher word) at Enron, WorldCom, Nortel, etc.


While you chop and change your stance every 5 minutes, I have always maintained that it has to cut both ways. While I take Huawei's figures with a pinch of salt, we are also wary of others. &nbsp;


So, what is your stance now? Big 4 is "dodgy"? Since there's a "paid Huawei troll" there? LOL!


Or..... they are all good and given that they audit Huawei, that means Huawei's numbers are also OK?


Or..... especially for you (this is what you think anyway).... Huawei = China = China Military, cheating is built into the Chinese DNA, Huawei gets 'special' auditing???


&nbsp;

macster 12/5/2012 | 5:26:17 PM
re: Huawei Snatches Ericsson's Crown

This is your mentality, your debating skills:


"Macster is a hired Huawei....."


"Macster is a troll....."


"Macster's grasp of English is bad...."


"Macster is a racist....."


ROFL! You sound like a broken record. Repeating the same BS over and over again. LOL! You can't even differentiate between "your" and "you're". What else? "They're", "their" and "there".


I have offered a number of times now, if I remember right. Give me an e-mail address and I will shoot off a message to you from my work e-mail. Or ask LR. They can tell you that I'm with a Big 4.&nbsp;


Hmmm...... though..... am seriously considering a move to OWyman or BCG.SEA.&nbsp;


&nbsp;


&nbsp;

macster 12/5/2012 | 5:26:17 PM
re: Huawei Snatches Ericsson's Crown

Fine, let's go back there.


Everyone knows:


1. You hate Huawei, simply because of your negative working experience there.


2. You hate them so much, you made it into a hate of anything China/Chinese.


3. Interestingly, you sometimes say things to illustrate your prejudices against anything Asian.


&nbsp;


Like I've always said, if you remove the impossibles, whatever remains, however improbable, must be the truth.

macster 12/5/2012 | 5:26:18 PM
re: Huawei Snatches Ericsson's Crown

Hi NoiDoi,


Quick question. Who audits Huawei?

Soupafly 12/5/2012 | 5:26:18 PM
re: Huawei Snatches Ericsson's Crown

Agreed noidoi, on the numbers. No-one, but Huawei's chinese HQ staff can arrive at these numbers. So I guess we are all wrong, they have a new form of math and its all good.


@ macster; I can debate just fine. Its racists who are paid trolls and shills, I don't like. In any form or context.&nbsp;


Based on your own posts, thats you.&nbsp; Thats not an insult. Its a statement of fact.


Perhaps you have forgotten your own posts?&nbsp;&nbsp; http://www.lightreading.com/me...


&nbsp;


&nbsp;

NoiDoi 12/5/2012 | 5:26:18 PM
re: Huawei Snatches Ericsson's Crown

Since I have no posting history on LR your first comment shows which of us is making it up as we go along, eh?


But as to this question, having worked for a Chinese competitor to Huawei, there's very little "auditing" that means anything.&nbsp; That's why the quantitative analysts "discount" Huawei's claimed revenues.&nbsp; And, yes, Cisco throws the equivalent of a corporate hissy fit if the discount isn't high enough to make Cisco's market share look good.

macster 12/5/2012 | 5:26:19 PM
re: Huawei Snatches Ericsson's Crown

Typical response from a person who can't debate properly, so need to resort to insults. Indeed, check his past history. Nothing but insults - perfectly illustrates the poster's nature and character.

Soupafly 12/5/2012 | 5:26:20 PM
re: Huawei Snatches Ericsson's Crown

Thanks for the stats tip NoiDoi.


@ Edwilley3; Be careful! You will get macster and other paid shills all excited!&nbsp; Huawei has paid staff monitoring these boards (hence why your disclaimer made me smile. :) and they are semi-hysterical in tone &amp; content. All of them will deny working for the company also. They will swear they work for someone else &amp; are just concerned citizens. Its comical!


Trust me, I have 1st hand experience! Just check my profile &amp; post history. It will all become clear.


&nbsp;


&nbsp;


&nbsp;

NoiDoi 12/5/2012 | 5:26:21 PM
re: Huawei Snatches Ericsson's Crown

Most quantitative analyst groups would discount Huawei's stated revenues by about 25% as a minimum.&nbsp; Competitors, such as Cisco, would argue over 50%, but that's just Cisco trying to manipulate market share and pretend that life is good.

Soupafly 12/5/2012 | 5:26:21 PM
re: Huawei Snatches Ericsson's Crown

@ edwilley3; I note with interest your disclaimers. ;)


In my dealings with Huawei, whenever I met with the western staff they openly speculated about the validity of the numbers that the company publicly quoted. They have all now left the company.


No-one (on the western side) has ever been able to work out how they calculate &amp; settle upon the final numbers. The accounts are audited &amp; signed off by KPMG, so I guess all we have are interesting questions.


Given Huawei's global operational footprint, it would also seem logical that they have exposure to bad debt somewhere in their portfolio of customers &amp; deployments. You cannot win the depth &amp; breadth or contracts in Africa, Middle East and parts of Asia Pac and not have some exposure to defaults, regime changes and economic turmoil.


In all the accounts that I have seen there are no stats, anywhere which would represent or reflect what that exposure might be. They may exist, its just I haven't seen them. In china, there system has no recognition of the concept of bad debts &amp; what they are. There its not an option not to pay. The only question is when &amp; how much you pay.


So whilst publicly the company is doing amazingly well, privately, it would be reasonable to speculate that there are numerous questions about the how, what, when &amp; where this miracle is actually taking place.


Given the company's meteoric rise to global prominence, and its provenience and history - I think the questions are inevitable.


&nbsp;


&nbsp;

digits 12/5/2012 | 5:26:30 PM
re: Huawei Snatches Ericsson's Crown

These are vendors with the telco service provider community as tghe primary target market, whereas Cisco has service providers as a lesser slice of its business.


In the past I had included Cisco in the mix... in fact, this one table where I did now makes for interesting viewing (with Huawei in 5th spit just a few years ago...)


http://www.lightreading.com/document.asp?doc_id=175706

Flook 12/5/2012 | 5:26:33 PM
re: Huawei Snatches Ericsson's Crown

Either it's too early in the day or I'm really losing mental bandwidth, but where's Cisco???

digits 12/5/2012 | 5:26:38 PM
re: Huawei Snatches Ericsson's Crown

The other revenues break-out that would be interesting tos ee would be Professional Services (managed services, systems integration, consulting etc)


In the second quarter, more than half of NSN's revenues came from services, while 44% of Ericsson's revenues camne from services. These sales deliver lower margins but also provide more predictable revenues that can/should also cement service provider relationships, so there are pros and cons to having such a large portion of sales from services. Huawei has been trying to challenge in this market and has had some success, but I'd love to see what sort of progress it has made... this might be a market sector that is beyond even Huawei in terms of getting to the top of the tree. &nbsp;&nbsp;

PT_TRUE 12/5/2012 | 5:26:40 PM
re: Huawei Snatches Ericsson's Crown Well it's clear that Huawei can post such figures, but are they also declaring the amount of money they have received from the Chineese government funding? If the can claim No 1 position, then are they also claiming or declaring the technology that they may have copied to get to that position also? We live in a very strange world were values and ethics no longer seem to exists. Sorry to say but for a vendor to have been in the industry for such a short time and to reach the status of a company that has been the pinnacle of innovation and invention, then I say anyone can claim the No 1 position on creative accounting and other innovative ways of doing business.
Cesar Franco 12/5/2012 | 5:26:40 PM
re: Huawei Snatches Ericsson's Crown

Copy? Take a look in the most advanced vendors in the mobile market to offer SDR, multitech controlles (BSC+RNC), high capacity radio controllers, the way Huawei designs lower consumption equipment, local swithcing in BTSs' or Nodes B and some other features. Surprinsingly HW has developed them faster than E/// or NSN... now NSN, ALU and E/// are catching up (copying?) these features.


I like Ericsson too much, they have consistency in their designs and strictly follow standards. NSN has a solid market share and both E/// and NSN also have innovative features.


My point: HWI is already creating innovative products... copying others worked at the beginning but it's not enough to become the leaders. Anyway, let's see if they still are by the end of the year


PD: take a look in WIPO report on patents: ZTE was first in 2011 and the next one in the telecom market is Qualcomm in sixth.

singhpp 12/5/2012 | 5:26:42 PM
re: Huawei Snatches Ericsson's Crown

What seems to be the problem? There is still a lot to copy.

jepovic 12/5/2012 | 5:26:42 PM
re: Huawei Snatches Ericsson's Crown

Amazing that there are no North American vendors in top 5.


Ericsson has played their hand well. Lucent and Nortel, not so well. Already in 2006 or so, CEO Svanberg claimed that he saw the Chinese vendors as their biggest threat. Instead of whining, his response was to solidify the no 1 position through acquisitions.


Now it's a textbook market straight out of Porter: A no 1 supplier with a size and brand name which allows it to charge premium prices. A cost leader. Lots of niche suppliers. And, of course, the "stuck in the middle" cases which are struggling.


It's not about subsidies, it's about the quality of the management. Apple is flourishing despite chinese competion. Lucent and Nortel were mismanaged for many years before Huwaei came along.

Gaurav2410 12/5/2012 | 5:26:46 PM
re: Huawei Snatches Ericsson's Crown

Fully agree with you. Without Chinese government funding, Financing from Chinese Banks at ridiculuos low interest rates and copying western vendor's products, Huawei would never have reached this position. Also the figures are largely contributed by the device sale (Handsets, Modems etc).


Huawei should povide breakup of its figures on the basis of Regions and BU's just like other vendor do.


&nbsp;

telecomchamp 12/5/2012 | 5:26:47 PM
re: Huawei Snatches Ericsson's Crown

What will be interesting to see that instead of copying products o western vendors, how they now actually drive innovation......


I feel they are good sloggers and with one dimensional cheap chinese labour they would not be able to hold on to this position for a very long time

Gabriel Brown 12/5/2012 | 5:26:48 PM
re: Huawei Snatches Ericsson's Crown

Ericsson is well ahead in RAN revenue. Huawei and NSN are/were roughly equal for the number two position, with NSN bolstered by the Moto revenues.

digits 12/5/2012 | 5:26:48 PM
re: Huawei Snatches Ericsson's Crown

It could well be that a combination of currency exchange rate shifts and higher revenues from handsest have pushed Huawei past Ericsson overall, esp now that Ericsson doesn't have its slice of Sony Ericsson contributing to its top line. It's quite possible that by the end of the year Ericsson will have regained top spot.&nbsp;


&nbsp;


For sure it would be more interesting to compare apples vs apples -- this overall comparison is admittedly tokenistic and merely indicative of what we have seen for the past 10 years - Huawei eating the lucnh of the European/North American vendors.


I have requested divisional and regional sales breakdowns from Huawei but I imagine I won't be granted my request.


And I'd be pretty sure in saying that ericsson and NSN would have the highest Services revenues of any of the vendors. RAN infrastructure would be v interesting to break out, as would optical.


Maybe if Huawei would IPO then we could get to see al the numbers!! :-)

Gabriel Brown 12/5/2012 | 5:26:49 PM
re: Huawei Snatches Ericsson's Crown

If I recall from last year, Huawei is flattered by its devices revenue in this comparison. I believe Ericsson is still the largest supplier of network equipment and services, no?


Would be interesting to see the break-out for the first half 2012.

Gabriel Brown 12/5/2012 | 5:26:49 PM
re: Huawei Snatches Ericsson's Crown

"It will be fascinating to see how the chinese deal with being in a leadership position"


Arguably, that's the situation it finds itself in with LTE... well,&nbsp;among the leaders anyway, rather&nbsp;than playing catch-up as it did in 3G.


This does bring new pressures, but also opportunities.

Soupafly 12/5/2012 | 5:26:50 PM
re: Huawei Snatches Ericsson's Crown

An amzing achievement!!


Many congratulations to the team behind Huawei. They have accomplished a minor miracle.


In 2005, they had little (if any) EU representation (and by EU I dont mean the present enlarged EU which has half of Eastern Europe as members, I mean the orginal inner six and outer 7 members).


Just 7 years later, in 2012, the historical vendors in these markets have been completely over-whelmed by the level of competition and ferocity of challenge emanating from china. Specifically, Ericsson, NSN &amp; ALU. And we havent mentioned ZTE yet, either.


To temper my congratulations, it has been accomplished with;


a) over $30b USD of government finance,


b) a workforce that is 1 dimensional in ethnicity &amp; composition - i.e; more than 80% chinese - save a few public &amp; client account facing positions, and


c) built on cloning all the existing equipment produced by western vendors.&nbsp; With any tweaks or improvements "patented" so they can claim they are generating IPR.


My question;


It will be fascinating to see how the chinese deal with been in a leadership position, Its something they have, no doubt, been preparing for, but its a completely different posture than the "work-hard upstart from china, with the wolf-pack culture" that they have used &amp; exhibited to get here.


The next stage will require a mindshift change in terms of culture and customers will continue to demand more and they will now expect it because H is No.1.


&nbsp;

DCITDave 12/5/2012 | 5:26:50 PM
re: Huawei Snatches Ericsson's Crown

Congressman Mike Rogers&nbsp;just read this article and shot out his computer screen.&nbsp;


:)

Pete Baldwin 12/5/2012 | 5:26:52 PM
re: Huawei Snatches Ericsson's Crown

There are certainly some caveats there (the enterprise sales, as Ray mentioned), but I'd agree it's a milestone for Huawei.

AlokT518 1/27/2015 | 7:48:07 PM
Milestone achieved Ericsson's 2014 revenue in USD terms (using Jan 27th exchange rate) is approx. US $28B. Huawei's Carrier Business grew 15% in 2014 and would now stand at approx. US $31B.
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