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Bill Bennett has an interesting take on the recent issues with Huawei. While I don’t necessarily agree with everything he says, it is nonetheless and interesting and considered piece:

On their competitive position:

Huawei has a clear technology lead over its main rivals in this sector. Off the top of my head, I’d say from what I’ve seen and heard from Huawei, the company is anything up to 18 months ahead of rivals.

This adds up to Huawei having better technology, better products and services at a lower cost. That’s a hard trifecta to beat. It sums up the problem.

On their market position:

A decade ago almost no-one in the West had heard of Huawei. Companies like Nokia, Cisco, Ericsson and Alcatel-Lucent dominated network equipment.

Since then Ericsson dropped out of sight. Nokia merged with Alcatel-Lucent. Cisco is not the force it once was.

In round numbers, Huawei accounts for a third of the global telecommunication network equipment market. It is the biggest IT network equipment company with about a quarter of the market.
huawei.txt · Last modified: 2019/01/31 18:36 by admin