Huawei took the largest market share for overall RAN (radio access network) equipment revenues in the second quarter of 2013 with a 31.1% share, according to the latest report by RBI Research. The Chinese manufacturer ousted Ericsson to take the top spot.
Ericsson was pushed into second place with an estimated 23.4% share of the market, followed by Nokia Solutions and Networks with 15.9%, Alcatel-Lucent with 14.3% and Samsung with 6.7%.
For the first half of 2013 Huawei reported RAN revenues of CNY 25.6bn (£2.6bn), representing an estimated sequential increase of 37.7% and 14.1% YoY for the second quarter of 2013. ABI Research estimates this to represent a 2Q 2013 market share of 31.1%, up 7.2 points from 1Q 2013 and up 2.5 points from the year-ago quarter, with an improvement in rank to #1 in 2Q 2013 from #2 in 1Q 2013. Huawei's QoQ growth in RAN revenue this quarter is well ahead of average seasonality for the quarter.
The only other vendor reporting a sequential growth in RAN revenue was Alcatel-Lucent, whose RAN equipment revenue increased 3.4% QoQ to match average seasonality for Q2, and decreased 0.8% YoY to reach a value of $1,102 million, representing a RAN market share of 14.3%, a decrease of 0.3 points QoQ and 0.8% YoY. The company's market share rank position remains unchanged at #4.
“The Huawei 7.2 points gain in RAN share in the second quarter of 2013 came at the expense of the remaining 6 vendors we track,” said Nick Marshall, principal analyst at ABI Research. “The share gain was enough to return Huawei to the #1 position (which it held in 2012) with 31.1% and relegate Ericsson to the #2 spot - now trailing Huawei at 23.4% for the quarter.”
Mobile infrastructure RAN revenues grew 5.9% sequentially in the second quarter of 2013 to reach almost US$7.7bn (£4.9bn); 4.8% higher than the same quarter a year ago and ahead of average seasonality for the second quarter thanks to strong LTE sales in many regions including North America and Latin America with industry-wide declines in GSM and CDMA sales.