China tomará o mercado de equipamentos para Telecom

Sobre a Huawei na Newsweek:

In 2004, Huawei got a $10 billion credit line from the state-owned China Development Bank and $600 million from the Export-Import Bank of China to fund its global expansion. That, analysts say, has helped Huawei undercut competitors' bids by as much as 70 percent and offer vendor-financed loans. In April, the consulting firm MWL reports, Nigeria received $200 million in loans from the China Development Bank to buy Huawei equipment. "Beijing sees that Chinese high-tech [firms] are weak compared with larger Western corporations," Beijing consultant Li says, "so they want to help." Adds Clark of BDA: "It's a Wal-Mart vacuum-cleaner approach. They're just sucking up the market."

Om Malik está comentando que na semana passada a Huawei conseguiu uma grande parte dos negócios pedidos pela BT que foram avaliados em 19 bilhões de dólares. A Huawei foi considerada preferencial para equipamentos de comunicação óticos.

Marconi, Alcatel e Nortel praticamente não vão participar das novas plataformas, e os players mais consolidados que ficaram foram Cisco e Juniper. Nas palavras de Om Malik: "In the world of IP, there seems to be no room for old timers."

As novas empresas vindas da Ásia: Huawei, ZTE e UTStarcom estão dando as cartas do jogo, disputando para ganhar o jogo mundial de comoditização dos produtos de telecom.