Huawei's Resilience, RAN Market Stabilizes, and the Shifting Sands of Telecom
Despite US sanctions, Huawei demonstrates remarkable growth, while the RAN market shows signs of recovery.
Matilda
Huawei's Resilience, RAN Market Stabilizes, and the Shifting Sands of Telecom
The narrative surrounding Huawei has been one of resilience in the face of adversity. When the US government imposed stringent sanctions, including restrictions on access to US-made chips, the expectation was that Huawei's growth would be severely hampered. However, the Chinese telecom giant has not only weathered the storm but seemingly thrived, reporting a 22% surge in sales last year, reaching a staggering 860 billion Chinese yuan (US$118.6 billion). This performance flies in the face of predictions and underscores Huawei's deep-rooted strengths. A key factor in Huawei's success is its dominant position in the massive Chinese market. With Ericsson and Nokia relegated to minor roles within China, Huawei has effectively captured the lion's share of domestic demand. This robust domestic market has provided a crucial buffer against international headwinds and fueled its research and development efforts. Omdia's research, a sister company of Light Reading, reveal…
