Huawei, ZTE Buck Optical Trend
发布时间:2010-08-06 16:56:52
摘 要:Huawei Technologies Co. Ltd. is now the undisputed leader in the telecom optical equipment market, knocking Alcatel-Lucent (NYSE: ALU) from the top spot, Ovum Ltd. reports.
Huawei Technologies Co. Ltd. is now the undisputed leader in the telecom optical equipment market, knocking Alcatel-Lucent (NYSE: ALU) from the top spot, Ovum Ltd. reports.
According to third-quarter statistics gathered by the research house, Huawei's optical revenues have "surpassed long-time leader Alcatel-Lucent’s by over $100 million for each of the first three quarters this year," and the Chinese vendor now leads the market by about three percentage points.
Huawei has been creeping up on AlcaLu for some time and has been pressuring its rival in other key equipment segments, too.
Huawei is also one of only two vendors to increase optical infrastructure revenues during the third quarter of this year, according to Ovum, with the other being fellow Chinese firm ZTE Corp. (Shenzhen: 000063; Hong Kong: 0763).
The rest of the market's players saw their revenues shrink as the overall market dipped by 4 percent sequentially and 10 percent year-on-year to $3.6 billion, according to Ovum's figures.
Huawei and ZTE are bucking the trend because they're benefiting the most from the frantic rollout of new transport networks in their domestic market, where the three major Chinese carriers are plowing billions of dollars into their 3G access and core networks.
ZTE has benefited so much, in fact, that Ovum places it in the fourth spot in its optical ranking, edging Fujitsu Ltd. (Tokyo: 6702; London: FUJ; OTC: FJTSY) into fifth.
While the rollouts in China are helping the Asia/Pacific optical equipment market to "exceed expectations," Ovum says the EMEA (Europe, Middle East, and Africa) and South and Central America regions "remain moribund," while the "bleeding in North America appears to have stopped."
Market conditions overall do appear to be improving, though. Ovum notes that a number of optical vendors reported sequential growth during the third quarter, including Fujitsu, Cisco Systems Inc. (Nasdaq: CSCO), NEC Corp. (Tokyo: 6701), and Tellabs Inc. (Nasdaq: TLAB; Frankfurt: BTLA), while the research company expects Nortel Networks Ltd. to also report a quarter-on-quarter increase in optical revenues.
In terms of overall market rankings, Ovum says Nokia Siemens Networks , having held fifth place just a year ago, has slipped to ninth, just behind Tellabs, while Cisco has edged out Ciena Corp. (Nasdaq: CIEN) for tenth place.
Ciena's ranking will, of course, improve if it's successful in its bid to buy Nortel's Metro Ethernet Networks (optical division), though it does appear to have competition to acquire that asset.
The auction for Nortel's MEN division is due to take place this Friday, November 13.
(责任编辑:企业网 来源:企业网D1Net )
访问过该页面的个人会员
您可能喜欢下列新闻
D1Net推荐
专题推荐更多
新视点
点击排行月 周
- Public Mobile gets $350 million Chinese bank
- RIM Too Busy to Work With China Unicom,
- ZTE bags RMB1bn PON contract from China Telec
- Huawei in running for Aust 3G contract
- HP to axe 9,000 jobs at $1b cost
- Huawei to reveal shareholders to Indian govt: 
- UPDATE 1-Polycom CEO says looking to buy, not
- Google, Intel to unveil web TV platform: FT
- China VoIP & Digital Telecom Subsidiary Wins
- Alcatel-Lucent and Aruba Networks to Collaborate o
- Public Mobile gets $350 million Chinese bank
- Alcatel-Lucent and Aruba Networks to Collaborate o
- Google, Intel to unveil web TV platform: FT
- China VoIP & Digital Telecom Subsidiary Wins
- ZTE bags RMB1bn PON contract from China Telec
- Huawei to reveal shareholders to Indian govt: 
- Huawei in running for Aust 3G contract
- UPDATE 1-Polycom CEO says looking to buy, not
- HP to axe 9,000 jobs at $1b cost
- RIM Too Busy to Work With China Unicom,