China's communication equipment manufacturers have a very high position in the world. Huawei and ZTE, two manufacturers, occupy a lot of market share in the world. In the second quarter of 2020, Huawei's 5G share was as high as 43.7%, and ZTE also had 16.4%. These two manufacturers account for more than half of the global share.
By the third quarter of 2020, Huawei is still the number one in the world, with a share of 32.8%, but Ericsson has obviously caught up, with a share of 30.7%, leaving only a small gap between the two.
The decline of Huawei's share cannot be ignored, and it will be overtaken by Ericsson in the fourth quarter.
This is also the case. According to the latest data released by Ericsson, as of February 28th, 2020, Ericsson has obtained 122 5G commercial contracts worldwide.
The share of another giant, Nokia, cannot be ignored. As early as June 29th, 2020, when Nokia announced its third quarter performance report, it announced that it had obtained global commercial orders of 10 15g, which means that both Nokia and Ericsson broke through 100 orders early.
So what is the situation of Huawei now? Huawei has long been in the leading position. In February 2020, Huawei announced that it had received a 5G order of 9 1, but there was no data update since then.
Perhaps because of several rounds of restrictions, the number of Huawei's 5G commercial orders has not changed, and may even be reduced due to breach of contract. For example, Britain announced that it would abandon Huawei's base station, which affected Huawei's 5G share to some extent.
If Huawei has not added new commercial orders for 5G in the past year, it is likely to have been surpassed by Ericsson and Nokia. However, the number of necessary 5G patents owned by Huawei is still in the forefront of the world, and it will never be "slaughtered" because of this, but it has launched a counterattack.
Take Australia as an example. After Australia announced the ban on Huawei's 5G, Huawei immediately took action. Investment exceeding 1 100 million Australian dollars has been transferred from Australia to Russia. At the same time, Huawei also laid off employees in its Australian subsidiary, and thousands of people paid the price for it and lost the high-paying jobs provided by Huawei.
The same is true in Britain. Huawei has been deeply involved in the UK for 20 years before becoming a major supplier of communication equipment in the UK. Now Britain has followed the advice of the United States and banned Huawei from participating in the UK's 5G network construction, which almost completely wasted Huawei's previous efforts.
However, Britain also suffered heavy losses. After deciding to disable Huawei's 5G equipment, the UK will not only start the 5G network for two or three years, but also pay 2 billion pounds to replace the original Huawei equipment.
Although banning Huawei's 5G has a great impact on Huawei, it also has a great impact on countries that take such measures, so everything is mutual. It takes 800 to kill one thousand enemies. China's old saying has been perfectly verified.
Now Ericsson has indeed surpassed Huawei, which is a US-led move to suppress the rise of China's science and technology, and it is very successful, but we must know that this can not defeat Huawei, because Huawei's ambition is not limited to 5G commercial contracts, and Ren has left a successful career.
Huawei's 5G network construction has come to an end, and Huawei has also entered the second stage of 5G application.
Not long ago, 76-year-old Ren personally went out with Huawei executives to inspect the first 5G coal mine in China.
Later, Ren visited Hunan Xianggang Heavy Industry Factory, and visited the intelligent center of 5-meter slab factory, intelligent crown block, automatic slag adding robot and other applications.
It can be seen that Huawei is letting 5G go deep into the industrial field. In addition, Huawei recently signed a contract with China Agricultural and Rural Information Center to use 5G to help rural revitalization and promote agricultural and rural modernization.
It can be seen that while Ericsson and Nokia are constantly competing for the 5G commercial contract that has been ceded by Huawei, Huawei has focused on the industrial application of 5 G. Compared with the number of 5G contracts, the industrial application of 5G networks is obviously a more important direction.
Although Huawei is now under attack from both sides and has encountered all kinds of bad things, the measures taken by Huawei have to be said to be a very dramatic scene.
This means that the U.S.-led countries' resistance to Huawei's restrictions on the development of China's 5G has not been realized. Huawei still has unlimited potential to tap, and China's 5G is far ahead of the world!