Asian mobile infrastructure vendors and IT companies are increasingly capturing marketing share from more established players, according to a survey of the telecom infrastructure supplier market released last month by consultant Arthur D. Little.
The survey shows that Ericsson, Huawei and Alcatel-Lucent were the market leaders at the end of 2010, but an analysis of supplier operating margins revealed that the market has yet to recover despite six years of consolidation.
‘The turmoil in the telecom supplier market is best illustrated by the rapid ascent of Huawei to become number two in terms of revenue through organic growth,’ said Dr Karim Taga (pictured), director of Arthur D. Little’s global technology economics competence centre.
Wireless access infrastructure, which accounts for 43% of total telecom infrastructure capex, is expected to increase its overall share as spending shifts away from fixed infrastructure. The survey also revealed that emerging market growth has outpaced mature markets in all infrastructure categories.