Huawei and ZTE are growing rapidly thanks to China's strong 3G deployment despite that the mobile infrastructure market declined in the first quarter of 2009, according to Infonetics Research.
"The mobile infrastructure market was marked in the first quarter of 2009 by steep declines across the board except for WCDMA and packet core equipment, strong 3G rollouts in China, and a major vendor shakeout. Among China Mobile, China Unicom and China Telecom, a total of 59,000 3G base transceiver stations (BTS) were deployed in China alone in first-quarter 2009, helping Huawei Technologies and ZTE gain significant share at the expense of most of the other major players in the RAN equipment market. Huawei is now the size of Alcatel-Lucent in this segment, and ZTE doubled its RAN revenue market share over just the last four quarters, solidifying its spot on the top-five vendor leaderboard," said Stephane Teral, Infonetics Research's principal analyst for mobile and FMC infrastructure.
WCDMA vendor revenues increased 8% between fourth-quarter 2008 and first-quarter 2009, up 61% on year, mainly due to China's 3G rollouts and smartphone- and data card-driven upgrades in North America and Europe.
Despite the global economic turmoil, mobile packet core and mobile softswitching (soft MSC and wireless media gateway) deployments continue to be the brightest spots of the mobile infrastructure market, driven by an unstoppable migration to IP networks.
Mobile subscriber growth continues unabated, led by China and India, which together add well over 100 million new mobile subscribers per year; Africa has become a strong contributor as well, the research firm added.
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