Chinese vendors are experiencing a headwind in some developed markets. As a result, they are adjusting strategic priorities, which could lead to intensified competition in the emerging markets that have a large population and relatively healthy ARPU.
Overview.. 3
1. Nokia Wins are Huawei Losses. 3
Impact on Huawei’s Business. 4
2. Chinese Vendors Adjusting Priorities. 4
3. Where are the New Target Markets?. 5
The ‘Middle Region’ 5
Growing competition in these target markets. 6
4. The Second Front – Private and Vertical Markets. 7
5. Implications. 8
6. Analyst Contacts. 8
6.1 Other Contacts: 9
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