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Supplier Market Update: Huawei

Many of you may be waiting and watching to see how the trade issues between China and the United States are resolved, and specifically its impact on Huawei.  With current and future Telecom & Network infrastructure projects under consideration, what are the critical things to know when considering Huawei? Despite all the political turmoil for Huawei, most of it originating out of the United States, the company has quietly become one of the largest telecommunications equipment manufacturers in the world.  Huawei expects revenue of about $100 billion annually for the next two years, compared with $105 billion in 2018 including a $30B expected ...

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Market Alert: ZTE Future Uncertain

The latest casualty in what some consider the emerging trade showdown between the USA and China has come in the form of ZTE, who has announced they have ceased ‘major operations’.  On April 16th, 2018, the U.S. Department of Commerce banned American companies from exporting parts to ZTE.  Given that 25%+ of the components that make up ZTE equipment comes from U.S. manufacturers, ZTE was forced to shut down its production lines.  While most people are aware that ZTE manufactures mobile handsets, most were not fully aware that the bulk of their revenue comes from telecom exchange, optical transmission, and other tier one communications ...

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