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thebulk
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thebulk,
User Rank: Light Sabre
3/31/2015 | 9:59:10 PM
Re: Growth expected from enterprise and devices I wonder?
@nasimson, I cant speak from the network perspective here, I know many deploy the equipment but I am not sure of how much. I know the handsets strugle here in Thailand. Apple and Samsung have a rather tight grip on the markets.
nasimson
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nasimson,
User Rank: Light Sabre
3/31/2015 | 9:54:35 PM
Re: Growth expected from enterprise and devices I wonder?

@TheBulk:


Thanks for sharing insights from Myanmar and Thailand. From another South Asian country Pakistan ... Huawei's networks are doing way better than Huawei's terminal devices. Some or the other form of network elememts are deployed by all telecoms. Dongles and Wingles are predominantly Huawei's. Hansdets on the other hand are struggling. Largest operator Mobilink has been launching Huawei's smart phones (Ascend being the recent most one), but its yet to make an impact.
R Clark
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R Clark,
User Rank: Blogger
3/31/2015 | 9:50:49 PM
Re: Growth expected from enterprise and devices I wonder?
For sure, the carrier network share of revenue will go down. Eric Xu, one of the acting CEOs, says it could be as low as 50%.  But that points up how well Huawei has done in diversifying. In four year it's gone from white label handset-maker to top 5 smartphone firm, and the enterprise division has gone from zero to $3b.
thebulk
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thebulk,
User Rank: Light Sabre
3/31/2015 | 3:53:26 PM
Re: Growth expected from enterprise and devices I wonder?
Here in Thailand I see a few Huawei phones from time to time when i troll around the tech malls in Bangkok, but in Myanmar (Burma) it seems to be the dominate smartphone, almost everyone has one. 
danielcawrey
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danielcawrey,
User Rank: Light Sabre
3/31/2015 | 2:47:02 PM
Re: Growth expected from enterprise and devices I wonder?
Huawei is really becoming a player in networking despite its negative standing in the US. A lot of people argue that the company is propped up by the Chinese government.

It's hard to tell whether or not that's valid, but the reality is that in emerging markets Huawei is dominating – which is really good for their long term outlook. 
Ray@LR
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[email protected],
User Rank: Blogger
3/31/2015 | 10:04:55 AM
Growth expected from enterprise and devices I wonder?
China's 4G rollout is clearly helping the carrier division but that won't last forevere - I wonder if the 10% annual growth is largelye xpected to come from enterprise and devices?

Huawei has made great strides in its enterprise offering the past two years, according to people I have sopken with (who do not work for Huawei). IT had an impressive array of products on show atthe recent CeBIT event in Germany and there are plenty of companies that like what Huawei is doing in that space. 

Diversity is key for everyone, methinks.


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