The latest data given by the market research agency Dell'Oro shows that in terms of sales, the world's largest communication equipment manufacturer in 2021 will still be Huawei, more than 80% more than the second-place Ericsson, and maintaining the first place in such a difficult situation proves its strength.
According to Dell'Oro, Huawei will hold a 28.7% market share in the global communications equipment market in 2021 and maintain its growth momentum, up 7% year-on-year.
Ericsson ranked second with a market share of 15%, but Ericsson's ranking was not stable, followed by Nokia with a market share of 14.9%, a difference of only 0.1 percentage points, and the competition between the two for the communication equipment market became more intense.
ZTE ranks fourth with a market share of 10.5%, Cisco and Samsung rank fifth and sixth with a market share of 5.6% and 3.1% respectively, and Cisco and Samsung can be described as a sudden rise in the communication equipment market, from almost zero in the previous 4G era to the top six in the world today, or change the pattern of the global communication equipment market.
It is particularly noteworthy that Cisco, before the United States actually has a communication equipment manufacturer called Lucent, but Lucent was first acquired by Alcatel, and then Alcatel-Lucent was acquired by Nokia, so there is no communication equipment manufacturer in the United States, and now Cisco has crossed the border into the communication equipment industry and quickly achieved such a position, becoming a strong competitor in the communication equipment market, which is a threat to Huawei, Ericsson, Nokia and other communication equipment manufacturers.
It is comforting that Huawei is still at the top of the global communications equipment market, but it needs to be vigilant that it has shrunk sharply in overseas markets, and Dell'Oro's data points out that if the Chinese market is not included, then the ranking of the global communications equipment market has changed significantly, with Ericsson and Nokia tied for first place with a market share of 20% outside China, while Huawei is behind with a market share of 18%.
It can be seen that Huawei can keep the position of the boss of the communication equipment market, mainly relying on the domestic market, before the orders given by the three major domestic operators show that Huawei has obtained 50% of the share, while ZTE has obtained about 30% of the share, Ericsson and Nokia have only a few percentage points of orders in the domestic market.
In the market outside China, Nokia has obtained a large number of 5G equipment contracts, and the number of 5G equipment contract orders exceeds Ericsson, and it can be expected that as the market outside China gradually promotes the construction of 5G networks, Nokia and Ericsson's share in the global communications equipment market will gradually approach Huawei, and Huawei's boss position may not be stable.
The threat to Huawei, Ericsson and Nokia is the ORAN standard promoted by the United States, ORAN standard will change the construction mode of communication equipment, before Huawei, Ericsson, etc. have questioned the standard, but from Cisco almost from scratch to now ranked among the world's fifth largest communication equipment manufacturers, it can be seen that ORAN has made a breakthrough, and earlier Indian operators also said that they have handed over some of The 5G equipment orders to Cisco.
Huawei dominates the communication equipment market for many years, and now dell'Oro gives data for it, happy is that under the difficulties still ranked first in the world for two consecutive years, worrying that Ericsson and Nokia have surpassed it in overseas markets, and the promotion of ORAN standards may change the communication equipment market, of course, ORAN standards not only threaten Huawei, but also threaten Ericsson and Nokia.