Chinese are coming

Chinese are coming

I have been saying this for sometime that Chinese OEM will start making a significant impact on the mobile infrastructure market and out muscle some of the traditional players based on cost and time to market. According to EJL Wireless Research, Huawei Technologies edged out the rest in orders for telecom infrastructure in 2007.

“Huawei edged out Ericsson and Nokia Siemens Networks with 34 percent of total contract awards during the quarter ending 31 December 2007.
“Alcatel-Lucent, which led total contract wins for the first three quarters of the year, dropped to fourth during the quarter.”

Huawei took approximately half of the market for more advanced WCDMA and HSPA base stations, almost twice the share of closest competitor Ericsson, according to EJL’s data.

A total of 53 significant mobile base station contracts were signed worldwide during the fourth quarter. Unlike the previous quarter, no single contract exceeded US$1 billion in value.

“The GSM market shifted in favour of WCDMA/HSPA and EVDO technologies in the quarter with the split between 2G and 3G technologies at 26 per cent and 74 per cent respectively,” said Lum.

Don’t know why Chinese govt. is too hung up on TD-SCDMA, esp. when they can’t seem to make it work even for the Beijing Olympics.