Huawei’s choice: 5G visionary, price warrior or customer champion?
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Huawei’s business performance in recent years has been impressive, based on sticking closely to what its customers wanted and making the results easy to buy. But fierce price competition will challenge near-term profit ambitions, and Huawei’s 5G vision is ahead of the market. So could things be about to change?
Format: PDF filePages: 30 pages Charts: 23 Author: Alexander Harrowell Publication Date: October 2015
Table of Contents
- Executive Summary
- Introduction: Huawei H1s
- Where are we in the infrastructure cycle?
- North America: operators take a breather before 5G
- Europe: are we seeing a return to growth?
- China: full steam ahead under “special action mobilisation”
- The infrastructure market is changing
- Commoditisation on a historic scale
- And Huawei is no longer the price leader
- The China Mobile supercontract: a highly political event
- Conclusion: don’t expect a surge in infrastructure profitability
- Huawei’s 5G Strategy and the Standards Process
- Huawei’s approach to 5G
- What do operators want from 5G?
- In search of consensus: 3GPP leans towards an simpler “early 5G” solution
- STL Partners and Telco 2.0: Change the Game
Table of Figures
- Figure 1: In Q2, the Euro-5 out-invested Chinese operators for the first time
- Figure 2: If Huawei’s H2 delivers as promised, it may have broken out of the commoditisation trap for now
- Figure 3: Huawei’s H1 and H2 Profits have varied significantly year on year
- Figure 4: AT&T’s LTE investment cycle looks over.
- Figure 5: The investment cycle in North America.
- Figure 6: Spot the outlier. Sprint is the only US MNO still investing heavily
- Figure 7: 3 of the Euro-5 carriers are beginning to invest again
- Figure 8: European investment levels are not as far behind as you might think
- Figure 9: Chinese CAPEX/Revenue levels have been 10 percent higher than US or European ones – but this may be changing
- Figure 10: Chinese infrastructure spending was taking a breather too, until Xi’s intervention
- Figure 11: Chinese MNOs are investing heavily
- Figure 12: LTE deployments have grown 100x while prices have fallen even more
- Figure 13: As usual, Huawei is very much committed to a single radio solution
- Figure 14: Huawei wants most 5G features in R15 by H2 2018
- Figure 15: Huawei only supports priority for MBB very weakly and emphasises R16 and beyond
- Figure 16: Chinese operators, Alcatel-Lucent, ZTE, and academic researchers disagree with Huawei
- Figure 17: Orange’s view of 5G: distinctly practical
- Figure 18: Telefonica is really quite sceptical about much of the 5G technology base
- Figure 19: Qualcomm sees R15 as a bolt-on new radio in an LTE het-net
- Figure 20: 3GPP RAN chairman Dino Flores says “yes” to prioritisation
- Figure 21: Working as a group, the operators were slightly more ambitious
- Figure 22: The vendors are very broadband-focused
- Figure 23: Vodafone and Huawei
Technologies and industry terms referenced include: 5G, China, Huawei, infrastructure, M2M, Networks, smartphones, standards