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Berkshire Hathaway 2017-04-13
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Dynamic Grouping
CHINESE FIRMS DOMINATE 5G: huawei/zte take over half of the world
发布时间2020-07-03 23:26:00

Recently, according to South Korean media reports, market research firm Dell'Oro published in the first quarter of 20205g telecommunications equipment market share ranking. Huawei, with a market share of 35.7 per cent, is firmly in first place, well ahead of second-placed Ericsson (24.6 per cent) . Nokia (15.8%) , zte (13.2%) and samsung (9.3%) were in third and fifth place respectively. Huawei's market share rose 0.4 percent, Ericsson's by 0.8 percent, Nokia's by 4.5 percent and ZTE's by 3 percent, compared with the fourth quarter of 2019, samsung slipped 1.2 percent. Huawei and ZTE together captured 48.9 percent of the 5G telecom equipment market, according to data previously released by Dell'Oro Group on the 5G telecom equipment market from the fourth quarter of 2018 to the fourth quarter of 2019, even against the backdrop of U.S. sanctions, huawei, the Chinese telecom equipment maker, maintained a steady increase in market share and successfully passed Samsung in the second quarter of last year to take first place. By that time, Huawei had won 915g commercial contracts and shipped more than 600,0005G MIMO AAU (Active Antenna Unit) modules worldwide, according to data disclosed in February by Ding Yun, Huawei's managing director and president of the operator BG. Zte, China's other big telecoms equipment maker, is also doing well. While ZTE's market share in 5G telecommunications equipment was virtually zero in the first quarter of 2019, it has grown rapidly since the second quarter of 2019 and exploded to 9.7 percent in the third quarter of 2019, after two quarters of sustained rapid growth, by the first quarter of this year, zero started zte just a year before it overtook Samsung, which has a first mover advantage, to take 13.2% market share, the fourth place. Shipments to ZTE's 5G base station began in the second quarter of 2019, according to Dell'Oro Group. As of September 2019, ZTE has won 355g commercial contracts worldwide, partnered with more than 60 operators and shipped more than 50,0005G base stations worldwide, according to data previously released by ZTE. By the end of 2019, ZTE had shipped more than 100,0005G base stations. It is worth mentioning that ZTE currently shipped a large number of 5G base station carried by the ZTE self-developed 7nm 5G base station chip. In July last year, ZTE executive director and president Xu Ziyang told the media that ZTE's 7nm technology (base station) chip has been designed and mass-produced in terms of 5G base station chips, while 5nm technology 5g chips are being developed. The latest information also shows that ZTE's 5nm base station chip is also in the technology introduction stage, next year is expected to mass production of commercial. This is also expected to further promote ZTE's 5G telecom equipment market share continued to grow. In addition, Huawei and ZTE's 5G telecom market share continued to grow due to the acceleration of China's 5G investment and construction. On June 6 this year, at the first anniversary of 5G licensing online summit, the Ministry of Industry and Information Technology (Miit) released data that the first anniversary of 5G commercial use, the domestic basic telecommunications enterprises built more than 250,0005g base stations. By the end of this year, more than 600,0005g base stations will be built in China, covering cities at or above the prefecture level. Samsung got up early to catch up. For Samsung, thanks to the launch of its first 5G baseband chip in the third quarter of 2018, and its success in mass production in the fourth quarter, this also makes it in the 5G telecom equipment market to obtain a certain first-mover advantage, plus the 5G telecom network construction in South Korea to slightly ahead of China and the United States, as South Korea's own 5g telecom equipment supplier natural direct benefit. In addition, the exclusion of Huawei Telecom equipment by the United States and its allies has resulted in telecom operators in the United States and its allies signing long-term 5G equipment purchase agreements with Ericsson and Nokia, it has also distributed a number of 5G orders to Samsung. In September 2018, for example, at & T, the second largest U.S. carrier, selected Nokia, Ericsson and Samsung as the main suppliers for its 5G deployment. That helped Samsung become the No. 1 player in the 5G telecom equipment market in the fourth quarter of 2018, taking 37.8% of the market in the first quarter of last year. It really can be said that the newborn calf is not afraid of the tiger, there is a "random fist killed the old master" potential. But, after all, the old ginger is still spicy! Samsung's market share has been declining at an accelerating pace since then, with big shipments of 5G base stations from established telecom equipment makers Huawei and ZTE, and increased shipments of 5G equipment from Nokia, its share fell to 9.3% in the first quarter of this year, and it went from number one in market share to number five in a year. Although in December 2019, Samsung signed a 5G equipment supply contract with Canadian operator VID Otron, and in February and March this year with the United States U. S. Carriers such as Cellular and New Zealand Spark have signed supply contracts. Samsung also recently won part of a 5g order from Telus, the Canadian operator. But it hasn't stopped the slide. Ericsson and Nokia from 2018 Q1 to 2020 the first quarter of the 5G telecom equipment market share changes, Ericsson's market share has been relatively stable, basic remain between 24.6%-26.9% . By mid-june 2020, Ericsson had won 935g commercial contracts (including 40 real-time 5G networks) on four continents, according to the latest data from Ericsson, that's more than the number of 5G commercial contracts Huawei announced in February (though Huawei's 4g commercial contracts should also have grown in recent months) . It also has a big lead over Nokia. Nokia had already won 705g business deals and 21 real-time networks as of April 30, according to data released by the company. Nokia's market share of 5G telecom equipment in 2019 has maintained an overall growth momentum, reaching 20.3% in the fourth quarter of 2019. In the first quarter of this year, however, it fell 4.5 percent. Nokia's share of the 5G telecom equipment market has fallen largely because of its failure in China. In April, China Telecom and China Unicom announced the results of a tender for 250,0005G SA base stations in 2020. Huawei, ZTE, Ericsson and Datang mobile won the tender and Nokia lost. Huawei, ZTE, Ericsson and Sinoco were shortlisted for the 20205g Phase II major wireless equipment procurement tender for China Mobile, which had a total demand of 232143 stations in March and a total purchase of more than 37.1 billion yuan, nokia, too, has come up empty. That may have been the main reason Nokia lost market share in the first quarter of this year. Nokia's first-quarter 2020 results, released on April 30, also showed a 29 percent year-on-year decline in revenue in Greater China. Apparently, this has something to do with the loss of 5G base station acquisition orders from China's three largest carriers in 2020.

 
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