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然华为技术有限公司一直主要依靠其价格优势来挑战欧洲竞争对手，但业内观察人士说，中国这家网络设备制造商还有另一个重要卖点：其技术的质量。该公司上周刚刚从比利时电信公司赢得了一份合同。就在电信行业开始逐渐摆脱此次全球经济萧条的影响之际，欧洲的电信设备生产商们──从全球市场占有率位居第一的爱立信公司(Telefon AB L.M. Ericsson)到芬兰诺基亚公司(Nokia Corp.)和德国西门子公司(Siemens AG)的合资企业诺基亚西门子通信公司(Nokia Siemens Networks)，再到总部位于巴黎的阿尔卡特朗讯(Alcatel-Lucent SA)──预计都将在自己的本土市场面临世界第二大电信设备生产商华为公司更大的竞争压力。
Bloomberg News
分析师指出，华为不仅拥有价格优势，它在质量方面的竞争力也越来越强。
华为的销售额从2005年的59.8亿美元增加到去年的183.3亿美元，其利润在此期间从6.81亿美元增加到11.5亿美元。华为今年的经营数据尚未公布。
虽然某种程度上说，欧洲的电信设备制造商一直能够通过提供更高级的设备来化解中国企业的低成本竞争。但美国研究公司Dell'Oro的分析师希格勒(Scott Siegler)说，华为的产品档次和价格竞争力都在迅速提高，这既是因为它的产品价格比大多数竞争对手都要低，也是因为其设备的质量正越来越好。他说，每当与电信公司谈到华为的设备时，得到的回答总是这家公司的技术很优秀。
Dell'Oro提供的数据显示，以收入衡量，今年第三季度时华为在全球电信基础设施领域的市场占有率已经从去年同期的10.9%增加到20.1%，将诺基亚西门子通信公司和阿尔卡特朗讯甩在了身后。
在此期间，爱立信的市场占有率依然大体维持在31.6%。诺基亚西门子通信公司的市场份额从去年同期的23.7%下降到19.4%，阿尔卡特朗讯的市场占有率从14.3%下降到13.1%。中兴通讯依然是世界第五大电信设备制造商，不过其市场份额已从去年的4.2%升至6.8%。
竞争真正加剧的是欧洲电信设备市场。挪威最大的电信运营商Telenor ASA本月选定华为来为其新的国内手机网络提供设备，以替换原由爱立信和诺基亚西门子提供的设备。
Telenor Norway的首席执行长卡尔胡斯(Ragnar Karhus)说，该公司是用价格和技术规格等几项标准衡量后决定将这笔包含服务和维护内容的6年期合同授予华为的。他说，华为的设备质量已经改善，该公司目前在技术和服务方面与欧洲同行完全处于同一水平。
华为上周又在欧洲赢得了一份合同，它将根据一项长期协议对Belgacom的无线接入网络进行升级。Belgacom是比利时最大的电信运营商。
从明年起，欧洲各地的电信运营商都将逐渐引入基于第四代(4G)无线通讯标准Long Term Evolution的设备。这将给华为带来新的商机。
高盛(Goldman Sachs)在致投资者的报告中说，预计向4G技术的过渡将给华为在欧洲市场提供增长动力，西欧市场的竞争风险显然在不断加大。
诺基亚公司的首席财务长西蒙森(Rick Simonson)直言不讳地谈到了这一风险。他最近表示，不断增大的价格竞争主要来自中国的中兴通讯和华为。
Gustav Sandstrom
Huawei Technologies Co.'s challenge to European rivals has largely focused on its pricing advantage. But industry watchers say the Chinese network-equipment vendor, which last week won a contract from Belgian telecommunications provider Belgacom SA, has another key selling point: the quality of its technology.
As the telecom industry emerges from the global economic slump, European telecommunication-gear companies -- global market leader Telefon AB L.M. Ericsson; Nokia Siemens Networks, a joint venture between Finland's Nokia Corp. and Germany's Siemens AG; and Paris-based Alcatel-Lucent SA -- are likely to face increased pressure from world No. 2 Huawei in their own backyard.
Huawei, which like smaller peer ZTE Corp. is based in the southern Chinese city of Shenzhen, was founded 1988, and revenue and earnings have risen steadily.
Its sales increased to $18.33 billion last year, the latest figure available, from $5.98 billion in 2005, while profit rose to $1.15 billion from $681 million.
While European vendors have, to some extent, been able to keep these low-cost Chinese rivals at bay through superior equipment, Huawei is growing quickly both because it offers lower prices than most rivals and because the quality of its equipment is getting better, said analyst Scott Siegler at research firm Dell'Oro, based in Redwood, Calif. 'When we talk to service providers that use Huawei's equipment, we have been told that it is excellent technology, he said.'
Huawei's share of the global infrastructure market almost doubled in revenue terms to 20.1% from 10.9% in the third quarter from a year earlier, leaving behind Nokia Siemens and Alcatel-Lucent, according to Dell'Oro.
In the same period, Ericsson's market share remained largely flat at 31.6%. Nokia Siemens's share of the market fell to 19.4% from 23.7%, and Alcatel-Lucent's, to 13.1% from 14.3%. ZTE remained the fifth-largest vendor, but its market share rose to 6.8% from 4.2%.
It is in Europe where the battle is really heating up. Norway's largest telecom operator, Telenor ASA, this month selected Huawei to supply its new Norwegian wireless network, replacing gear supplied by Ericsson and Nokia Siemens.
The six-year contract, which includes services and maintenance, was handed to Huawei on the basis of several criteria, including price and technical specifications, Telenor Norway Chief Executive Ragnar Karhus said. The quality of Huawei's equipment has improved and the company is now 'completely in line' with the European vendors in terms of technology and services, Mr. Karhus said.
Last week, Huawei won another European deal, to upgrade Belgacom's radio-access networks under a long-term pact. Belgacom is Belgium's largest telecommunications operator.
Operators across Europe are expected from next year onward to gradually introduce equipment based around a fourth-generation standard known as Long Term Evolution. This should give the Chinese vendors another opportunity.
'We expect the transition to 4G will allow Huawei to gain momentum in Europe,' Goldman Sachs said in a note to investors. 'Clearly there are rising competitive risks in Western Europe.'
That risk was spelled out clearly by Nokia Chief Financial Officer Rick Simonson, who said recently there is increasing price competition 'primarily from the Chinese competitors ZTE and Huawei.'
Gustav Sandstrom
As the telecom industry emerges from the global economic slump, European telecommunication-gear companies -- global market leader Telefon AB L.M. Ericsson; Nokia Siemens Networks, a joint venture between Finland's Nokia Corp. and Germany's Siemens AG; and Paris-based Alcatel-Lucent SA -- are likely to face increased pressure from world No. 2 Huawei in their own backyard.
Huawei, which like smaller peer ZTE Corp. is based in the southern Chinese city of Shenzhen, was founded 1988, and revenue and earnings have risen steadily.
Its sales increased to $18.33 billion last year, the latest figure available, from $5.98 billion in 2005, while profit rose to $1.15 billion from $681 million.
While European vendors have, to some extent, been able to keep these low-cost Chinese rivals at bay through superior equipment, Huawei is growing quickly both because it offers lower prices than most rivals and because the quality of its equipment is getting better, said analyst Scott Siegler at research firm Dell'Oro, based in Redwood, Calif. 'When we talk to service providers that use Huawei's equipment, we have been told that it is excellent technology, he said.'
Huawei's share of the global infrastructure market almost doubled in revenue terms to 20.1% from 10.9% in the third quarter from a year earlier, leaving behind Nokia Siemens and Alcatel-Lucent, according to Dell'Oro.
In the same period, Ericsson's market share remained largely flat at 31.6%. Nokia Siemens's share of the market fell to 19.4% from 23.7%, and Alcatel-Lucent's, to 13.1% from 14.3%. ZTE remained the fifth-largest vendor, but its market share rose to 6.8% from 4.2%.
It is in Europe where the battle is really heating up. Norway's largest telecom operator, Telenor ASA, this month selected Huawei to supply its new Norwegian wireless network, replacing gear supplied by Ericsson and Nokia Siemens.
The six-year contract, which includes services and maintenance, was handed to Huawei on the basis of several criteria, including price and technical specifications, Telenor Norway Chief Executive Ragnar Karhus said. The quality of Huawei's equipment has improved and the company is now 'completely in line' with the European vendors in terms of technology and services, Mr. Karhus said.
Last week, Huawei won another European deal, to upgrade Belgacom's radio-access networks under a long-term pact. Belgacom is Belgium's largest telecommunications operator.
Operators across Europe are expected from next year onward to gradually introduce equipment based around a fourth-generation standard known as Long Term Evolution. This should give the Chinese vendors another opportunity.
'We expect the transition to 4G will allow Huawei to gain momentum in Europe,' Goldman Sachs said in a note to investors. 'Clearly there are rising competitive risks in Western Europe.'
That risk was spelled out clearly by Nokia Chief Financial Officer Rick Simonson, who said recently there is increasing price competition 'primarily from the Chinese competitors ZTE and Huawei.'
Gustav Sandstrom
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