2013年12月6日星期五

Huawei and Cisco 's direct confrontation in the enterprise market



Huawei and Cisco 's direct confrontation in the enterprise market




    After obtaining good results in the operators and terminal market, Huawei began to use "assassin's mace" in enterprise market. August 8, 2013, Huawei's business department suddenly announced that its world's first switches S12700 (fifth generation), designed to meet the cloud computing, Internet of things, big data such as required.
    Prior to the enterprise network equipment market is dominated by U.S. companies such as Cisco, But this time , Huawei's new generation of switches has advanced technology than the Cisco nearly a year, this was quite a shock for the whole industry . Obviously, Huawei and Cisco will commence confrontation , face to face . Compared with traditional switches, agile switch is fully programmable architecture, any user's needs can be achieved through software upgrades and  it is worth noting that  the function of the traditional switch is immutable.




                                                        S12700 Series Agile Switches


    It's like the difference between functional phones with smart phones, smart phones can upgrade software directly , along with the popularity of smart phones, after all the functional phone is going to withdraw from the market. "said by Huawei's enterprise business BG CEO , XU wenwei. He also said that the new generation switches use the Huawei self-developed chip , named "ENP ", so Huawei is full of confidence with this product .

    This shows the ambition of Huawei to gain the switch market. According to third-party statistics, Cisco's share of the global switches market is as high as 58.8% in the first quarter of this year,, while Huawei's share is only 3%. Mr Xu expect that  the next-generation switch will help Huawei to enhance two points of market share.

    It is also because of Cisco's dominance in the switch market, Cisco does not have enough power to break the current market structure and business model.

    In accordance with the Cisco 's consistent business model, Cisco always develop new chips a few years ago, at the same time submit various industry standard, than launching products, while the other companies which has no ability to developed new chip can only waiting for the commercial chip come out and then they begin to develop new products. but at that moment they are already behind  the market leader.

    Last year, Huawei 's enterprise network equipment revenue is $1.9 billion, increase 26% from a year earlier, its proportion of total revenue in Huawei group was 5%. In contrast, 73% of Huawei's revenue from telecommunications equipment business which accounted for 22% of the mobile phone business revenue.  Enterprise network device, by contrast, is still a in the initial period of the business. But the report predicts, the proportion of enterprise mobile office will reach 35% in 2013, there will be billions of people enjoy the convenience of mobile office, and the size of the global data center network equipment market will exceed $30 billion. Obviously, Huawei also don't want to miss this delicious "cake".

    Mr Xu said, enterprise network business revenue this year is expected to increase 40% to $2.7 billion, domestic and international operations 's revenues will increase nearly 40%. by 2017, Huawei's goal is to enhance enterprise network revenues to more than $ 10 billion.

    It is reported that Huawei's R & D spending on the enterprise network equipment  is $ 600 million in this year , higher than last year's $500 million, and this number will continue to grow. "We have 150000 employees, including 70000 R&D staff , we are really used technology to meet the wave of mobile Internet."

   However, Cisco gains more than 55% of income comes from the United States, but because of the "out of thin air " questions and accusations in the U.S. market, Huawei 's income in the us market is very little, which means that if Huawei enterprise business want to scale beyond Cisco, there is quite a distance.

References:
http://finance.sina.com.cn/roll/20130809/141016400777.shtml
http://www.yicai.com/news/2013/08/2925281.html
 



                                                    By YUAN Peng

 

 
 
 
 
 
 




1 条评论:

  1. Huawei and Cisco would be most successful idea with enterprise market. thanks for posting.

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