Industry Analysts on Huawei’s Strategy and Developments
At Huawei’s 2012 Global Analyst Summit in Shenzhen, China, Analysts talk about what they found most interesting as Huawei outlines its developments and strategies for the future.
At Huawei’s 2012 Global Analyst Summit in Shenzhen, China, more than 200 analysts and media representatives from around the world came to discuss emerging trends and Huawei strategies for success in the coming years. Analysts discuss the event’s key topics and look at how Huawei is planning to take fixed broadband to the next level.
Sterling Perrin, Senior Analyst, Heavy Reading: I’ve been to Huawei’s Global Analyst Summit for the past six years. Typically there is a tour of the transport lab, and it is a new and ever more interesting experience. The thing that impressed me the first time and the years since is the massively innovative technologies and products, all coming from a single company in Huawei, which is increasingly rare in the telecom space. So it is really a surprise to see the in-house, home- grown innovations.
David Krozier, Ovum: One of the exciting trends in IP networking is the development of software-defined networking, and Huawei has been a participant in defining standards for software-defined networking in OpenFlow; Huawei has been a member of the Open Networking Foundation since the beginning of that organization. OpenFlow was demonstrated by Huawei on NE40E routers at the last Open Networking Submit and the company is doing demonstrations of how applications would work through software-defined networking.
Teresa Mastrangelo, BroadbandTrends/SmartGridTrends: What I found most interesting about access this year for the summit was the deepening of the solution that Huawei offers. I think broadband is playing a very key role in the market and is becoming a part of our lifestyle. Huawei has a very wide range of solutions to support this. Most importantly, they have a great vision on where they see the market going into the future.
Erik M. Keith, Current Analysis: What I found the most interesting thing from this year’s conference is the concept that Huawei has been heavily invested in R&D and 11% of revenue from 2011 went into R&D. That is important in the context of the global market place, especially in relations to its chief competitors. I think that is what separates Huawei from some of its chief rivals in the market and going forward it is important that the company continues to maintain its leadership from the technology & product perspective.
Jeff Heynen, Infonetics Research: For me what is very interesting in terms of access, from the summit, includes stack 40G, TDM PON, TDM integration, WDM PON, and Vectoring. Huawei is the market share leader in FTTx and DSL and broadband access in general, helping operators think about what’s to come, how to solve their bandwidth issues, and giving them a roadmap for the future and staying competitive.