Abstract
The last few years have seen a new wave of M&A activity in the global mobile
communications industry, including the merger between Lucent and Alcatel,
Nokia' s acquisition of Siemens' network equipment division, and Ericsson' s
acquisition of Marconi. One of the key factors driving this trend has been the
emergence of major new players such as Huawei and ZTE in the global mobile
communications equipment market. By 2007, overseas sales accounted for over
50% of total sales for both Huawei and ZTE. In 2008, the two companies have
been restructuring their network equipment businesses, while also allocating
more resources to mobile phone production and working even more actively to
develop overseas markets. This report will examine the business strategies
that Huawei and ZTE are adopting in 2008.
Table of Contents
List of Topics
Analyzing Huawei and ZTE' s business and product strategies in 2007 as well as
both companies' market development plans in 2008; presenting market
opportunities and future challenges for Huawei and ZTE in the mobile
communications industry.
- Huawei' s Business Strategy
- Transforming into Supplier of Both Products and Services
- Seeking to Dominate the Post-3G Era
- Increasing Resources on Developing Terminal Business
- Strengthening its Position in Emerging Markets
- ZTE' s Business Strategy
- Focusing on TD-SCDMA in the Network Equipment Business
- Aggressive Development of the Mobile Phone Business
- Expanding Presence in Emerging Markets
- MIC Perspective
- Appendix
- Research Scope
- Glossary of Terms
- List of Companies
Aircell, Alcatel, Algeria Telecom, Antel, Arobase Telecom S.A, AZ COM,
Baikalvestcom, BeiCei JV, BSNL, BT, BT Movio, BTC, Calcomp, CAMTEL, Canar
Telecom, CAT, CAT Telecom, Celcom, Celltel, China Netcom, China Telecom,
Chinguitel S.A., COLT, CoTeCal, CTBC, Datang Mobile, Digicel Caribbean Aruba,
Digicel Caribbean Barbados, Digicel Caribbean Cayman Islands, Digicel
Caribbean Jamaica, Digital Telecommunications Phils, Digitel, DVCOM, Econet,
eMobile, Emtel, Enisey Telecom, EOCG Wireless Aruba, Ericsson, Etapa Cuenca,
Etisalat, Evoxus, Excelcom, FiberNet, Foxlink, FT, Gambia Telecommunications
Company, Globacom, Globe Telecom, G-Mobile, HaiTel S.A., HFCL Infotel, Huawei,
Hutchison, Indosat, Inventec, Itisaluna Iraq, IUSACELL, IZB, JTL, Kaluga
Cellular Communications, Korea Telecom, KPN, KPN Mobile, Leap Wireless,
Libyana, Lucent, Marconi, Megafon, Mobilkom A.S., Mobily, Morocco Telecom,
Movilnet, M-TEL, MTN, MTS, Multi-Media Telephony, Mundo Startel, National
TeleCom, Natrindo, Nepal Telecom, Neuf, Nigerian Telecommunications, Nokia,
Nortel, NTCH Inc, NTS, Oasis S.P.R.L., Oman Telecommunications, Optus, Orange
Poland, P4, PBTL, PCCW, Peoples Telecommunication & Information Services, PGH,
Potevio, PT Indosat, PT Smart Telecom, PTCL, Radiomovel Telecommunications
S.A., Reliance, Rostelecom, Saudi Telecom Company, Siano, Siemens, Skylink,
SkyTel, Sotelma, Sprint Nextel, Starcomms Limited, Starcoms, StarHub, Suburban
Telecom, Sudatel, Sun Cellular, Sunday, Suntel, TATA, Tatem Telecom, TD-Tech,
Telecom Argentina, Telecom Fiji Limited, Telecom Malagasy SA., Telecom
Namibia, Telefonica, Telefonica Argentina, Telekom Baltija, Telemar/Oi,
Telemobil, Telepon Selular, Telesystems of Ukraine, Televork, Telfort, TIM,
Tiscali, TM, Togo Telecom, Transtelecom, True Move, Viatel, Vimpelcom,
Visafone, Vmobile, Vodafone, VPT, Wana, Zamtel, ZTE
List of Tables
- Table 1: Huawei' s Main Customers for 3.5G and WiMAX Products
- Table 2: Huawei' s Mobile Communications Network Equipment R&D Facilities
- Table 3: Huawei' s Mobile Phone Contract Manufacturing Partners
- Table 4: Contracts Secured by Huawei for WCDMA/HSDPA Network Equipment as
of December 2007
- Table 5: Contracts Secured by Huawei for CDMA2000 EV-DO Network Equipment
as of December 2007
- Table 6: Huawei' s Main Customers in Overseas Markets
- Table 7: ZTE' s Mobile Communications Network Equipment R&D Facilities
- Table 8: ZTE' s Customers for WCDMA Network Equipment, as of December 2007
- Table 9: ZTE' s Customers for CDMA2000 EV-DO Network Equipment, as of
December 2007
List of Figures
- Figure 1: Huawei' s Revenue and R&D Spending, 1999 -2006
- Figure 2: Huawei' s Revenue by Target Market, 2002 - 2007
- Figure 3: Huawei' s Technology Development Roadmap
- Figure 4: Huawei' s Mobile Terminal Product Shipment Volume, 2004 -2007
- Figure 5: Huawei' s Mobile Terminal Product Line-up
- Figure 6: ZTE' s Revenue and R&D Expenditure, 1H 2005 -1H 2007
- Figure 7: ZTE' s Sales Revenue by Region, 1H 2005 -1H 2007
- Figure 8: ZTE' s CDMA Product Roadmap
- Figure 9: ZTE' s TD-SCDMA Product Roadmap
- Figure 10: ZTE' s WiMAX 802.16e Technology Roadmap
- Figure 11: ZTE' s Mobile Phone Shipment Volume by Target Market, 3Q 2005
-3Q 2007
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