Market Leader Programs
5G Transport - A 2023 Heavy Reading Survey
2023 Open RAN Operator Survey
Coherent Optics at 100G, 400G, and Beyond
Open RAN Platforms and Architectures Operator Survey
Cloud Native 5G Core Operator Survey
Bridging the Digital Divide
5G Network Slicing Operator Survey
Open, Automated & Programmable Transport
The Journey to Cloud Native
By all means, Huawei and ZTE are still half state owned, and may be pushed to merge by the goverment, as overlapping products and excessive competiton between them may be considered by the Chinese goverment as "waste of resources".
True, and apparently both companies are saving a bundle by not providing dental insurance. Not necessary in the far east culture. Otherwise their overall margins would be even lower.
In china, people like to take nap in the noon. The matress is for noon nape NOT for the evening sleep.
If indeed the Chinese government responds (albeit slowly) to international trade pressure, Huawei and ZTE will be forced to operate in a more controlled, and profitable, manner. If subsidies are indeed rolled back, I imagine that they will have to slow price cuts, and possibly, in the end, firm up their pricing.
This combined with more consolidation should eventually return the industry to a more stable state. Yes?
A new vendors success will be met, in time, by competitors as they adjust to defend market share, which in turn puts pressure on everyone (how about an article on Nortel's financials?).
Every vendor feels the squeeze, driving the vendor consolidation we see. As this unfolds, prices will increase, as will profits for vendor survivor profits.
My guess is Huawei will be one of the few survivors. JMHO
Razer
http://www.lightreading.com/su...
It may also explain why Huawei is more competitive.