Google’s Android strategy has come undone in China

By Shiv Putcha, Principal Analyst, Emerging Markets

Besides Facebook, Google is the best example of a global Internet powerhouse that has essentially been blocked from entering the Chinese market in a fair and meaningful way. This dissonant trend is particularly noticeable in the case of Google due to the enormous success of its Android operating system in China.

With Google unable to drive the adoption of its popular services in China, Chinese Internet and over-the-top players have gained considerably at its...

By Ovum Research, 15 October 2012, 0 comments. Categories: China, Google, Operators.

West's perception of China to blame for Huawei & ZTE’s US troubles

TelecomsTech’s Beijing correspondent Dr Lin Sun says the latest move against Chinese telecoms manufacturers isn’t unexpected given the prevailing US mentality towards China and Chinese companies.

It is indeed bad news for Huawei and ZTE, he writes. It doesn't matter how accurate the allegations are. The conclusion will hurt the two companies in many aspects, and probably even in European markets. It raises more barriers to US entry, especially among the first tier operators that HW and ZTE badly...

By Dr Lin Sun, 09 October 2012, 0 comments. Categories: China, Industry, N America.

Do Huawei and ZTE pose a cyber-espionage risk?

Chinese network equipment manufacturers Huawei and ZTE pose a security threat to the US and should be barred from any mergers or acquisitions in the country, an influential congressional panel has advised.

The report, expected to be released by the US House of Representatives’ Intelligence Committee later on Monday, said that the two firms had failed to demonstrate the absence of Chinese state or military influence in their operations. The firms failed to hand over documents relating to formal...

By Matt Henkes, 08 October 2012, 0 comments. Categories: China, Industry, N America, Smartphones.

Are foreign regulators discriminating against Huawei?

In the week that Huawei and ZTE denies being a threat to US national security, is it fair to say that Huawei is being discriminated against by overseas regulatory bodies?

According to Huawei’s Australia chairman John Lord, there were elements of disappointment and obfuscation when the Australian government banned the Chinese vendor from their $40bn+ NBN (National Broadband Network) in March this year.

Lord informed an Australian parliamentary intelligence committee of his worry that this would set a...

By James Bourne, 14 September 2012, 0 comments. Categories: China, Operators, Security.

Calix gets boost from Ericsson buy but still needs to earn global stripes

By Kamalini Ganguly, Analyst, Network Infrastructure, Ovum

On August 22, Calix announced that it was acquiring Ericsson’s fiber access assets.

It also struck a three-year partnership deal for Ericsson to resell and distribute Calix’s Unified Access Systems and software (augmented by Ericsson’s GPON EDA 1500), giving it access to Ericsson’s tier-1 customer relationships in 180 countries.

The deal will push Calix’s annual PON sales to more than $100m, for a rank of sixth in PON...

By Ovum Research, 06 September 2012, 0 comments. Categories: China, Europe, Fiber Optic, Infrastructure.

Can HTC go for the jugular in Chinese smartphone market?

Everyone’s getting used to struggling financial results from the telecoms industry these days due to the bleak economic outlook.

Announcing quarterly figures is akin to a death sentence, especially if the big companies find the going difficult.

Huawei posted strong sales revenue figures of CNY 102.7bn (£10.4bn), overtaking Swedish giants Ericsson through the first two quarters of 2012.

But despite this, they posted a 22%...

By James Bourne, 16 August 2012, 0 comments. Categories: Asia, China, Operators, Smartphones.

EMC’s deal with Lenovo is about China, not Cisco

By Tim Stammers, Senior Analyst, IT Infrastructure, Ovum

EMC has struck a deal with Chinese PC and server maker Lenovo. The most important elements of the deal are that Lenovo will resell EMC storage products in China, and EMC will provide Lenovo with technical help developing Lenovo’s x86 servers. The arrangement is likely to provide EMC with improved access to the Chinese market, and has parallels with EMC’s formerly successful resale arrangement with Dell.

It does not pose an immediate threat...

By Ovum Research, 14 August 2012, 0 comments. Categories: China, Cloud, Industry.

Huawei largest telecom equipment vendor, beats Ericsson

There’s been a sea-change at the top of the telecom equipment vendors market; Chinese manufacturer Huawei posted more sales revenue than Ericsson through Q1 and Q2 of 2012.

Huawei posted first-half sales revenue figures of CNY 102.7bn (£10.4bn), which was a 5% increase from this time last year.

In comparison, Swedish vendor Ericsson posted revenue figures of 106.3bn kronor (£9.85bn) for the first two quarters of this year.

Meng Wanzhou, Huawei chief financial officer, spoke of “moving...

By James Bourne, 25 July 2012, 0 comments. Categories: China, Infrastructure, Operators.

Is ‘dumping’ scandal aftermath starting to hit ZTE hard?

It hasn’t been the best of weeks for Chinese telecoms behemoth ZTE: not only are their profits down, but it’s been reported that up to 12,000 of their staff could lose their jobs as part of a cost-cutting exercise.

A piece by Marbridge Consulting, citing a source within the company, has claimed that ZTE has already made three rounds of cuts since February, with overseas workers very much at risk.

Staff have purportedly been sent a circulatory explaining the importance of localisation in tough...

By James Bourne, 16 July 2012, 1 comment. Categories: China, Operators, Wireless.

Will China Mobile offer fiber-to-the-home?

Within a year, people in China could apply for fiber-to-the-home service from China Mobile.

No, this is not a typo. Reports say the largest wireless operator is within arm’s reach to receive a broadband license and is quietly gearing up construction of optical transport networks and access networks.

In late 2011, speculation began to circulate that the Ministry of Industry and Information Technology (MIIT) was reassessing the notion of “full-service” operator as a means to break through the...

By Dr Lin Sun, 02 July 2012, 0 comments. Categories: Broadband, China, Fiber Optic, Industry.