Telecom's Biggest Vendors: Q3, 2019 - Market Growth Trending Downwards, Huawei Still Dominates -

DUBLIN--()--The "Telecom's Biggest Vendors: 3Q19 Edition" report has been added to's offering.

This report is focused on technology spending by telecommunications network operators (TNOs, or telcos).

Technology vendors record approximately $200B per year in sales of telecom network infrastructure (Telco NI) to this industry segment. Telco NI spending supports a supply chain of hundreds of vendors across the globe. That includes well over 100 selling directly to telcos some mix of hardware, software, and services.

We formally launched this quarterly Telco NI vendor market share series in April 2019, with a 4Q18 review. This report marks our fourth edition, extending coverage through September 2019 for a total of 27 quarters: 1Q13-3Q19. This edition expands the list of vendors to 119, including some non-active (acquired or bankrupt) companies. As with many markets, the Telco NI market has a long tail of smaller players. The largest 6 vendors accounted for over 60% of market revenues, for the 3Q19 annualized period.

Abstract - 3Q19

Market growth trending downwards, Huawei still dominates

Telco NI vendor revenues amounted to $52.5B in 3Q19, down 0.3% from 3Q18. That's the third consecutive YoY drop in single quarter sales. Annualized (12 months rolling) revenues were $218.9B through 3Q19, up just under 1% from the year prior.

On an annualized basis, Huawei's $44.4B in Telco NI revenues easily beats all rivals and nearly exceeds the sum of the second and third-ranked vendors Ericsson and Nokia. Cisco places fourth with just under half the revenues of Nokia. China Communications Services is fifth, and the only Engineering Services (ES) vendor in the top 10. ZTE ranks sixth due largely to its position in wireless infrastructure and optical in China and emerging markets. NEC ranks 7th due to strong Japanese fixed networks and in global microwave and submarine markets. CommScope places 8th and is the only cabling & connectivity vendor in the top 10. Intel and Samsung rounded out the top 10 due to sales in telco data centers and 4G/5G networks, respectively.

Comparing 3Q19 annualized share with 2Q19, Huawei, Nokia, Samsung, Amdocs, Hengtong, Corning and a few others held steady. Ericsson, ZTE, NEC, CommScope, Intel saw modest improvements in share. Cisco, China Communications Services, and Fiberhome experienced modest declines. Cisco has been falling for some time in the telco segment, while Fiberhome and China Communications Services have been affected by relatively weak spending trends in China's fixed network sector.

Also covered:

  • Capex, Opex, and Telco NI vendor revenues
  • Constraints on telco spending
  • The Huawei chaos will continue into 2020 and beyond

Key Topics

1. Abstract - Results commentary

2. Overview - Report objective, scope, and vendor list

3. Telco NI - Totals through 3Q19

4. Top 20 Vendors - Printable tearsheets

5. Single vendor snapshot

6. 5-vendor snapshot

List of Figures & Charts

  • Telco NI sales by segment ($B)
  • Vendor revenues by HQ country (2013 vs. 2018)
  • Telco NI sales of top 6 vendors vs. all others, 3Q19 annualized ($B)
  • Telco vertical as % of total revenues since 2013
  • Telco NI as % of corporate revenues - Top 20 vendors
  • Telco CAPEX and vendor NI sales to telcos, annualized ($B)
  • Telco NI vendor revenues as % of TNO CAPEX/opex
  • 3Q19 sales to telcos by vendor type (US$M)
  • Top vendors based on annualized sales to telcos through 3Q19 ($B)
  • Top vendors based on 3Q19 sales to telcos ($B)
  • Telco NI Revs ($B, annualized)
  • Annualized share: 3Q19 vs. 2Q19
  • Telco NI Revs (3Q19)
  • Telco NI YoY Sales Growth - 3Q19
  • For the top 20 vendors in Telco NI: How did each perform in 3Q19? What is the outlook for the rest of 2019?

Companies Mentioned

  • 3M
  • A10 Networks
  • Accenture PLC
  • Accton Technology
  • ADVA Optical Networking
  • Alcatel-Lucent
  • Allied Telesis
  • Allot Communications
  • Altran Technologies
  • Amdocs
  • Anritsu
  • Arista Networks
  • ARRIS International
  • Atos Origin
  • Audiocodes
  • Avaya
  • Aviat Networks
  • Beijing Xinwei
  • Broadcom Limited
  • BroadSoft, Inc.
  • Brocade Communications Systems, Inc.
  • CA Technologies
  • Calix
  • Capgemini
  • Casa Systems
  • Ceragon Networks
  • Check Point Software
  • China Communications Services Corporation Limited
  • Ciena Corporation
  • Cisco Systems
  • Citrix Systems
  • Clearfield
  • Comarch
  • Comba Telecom
  • CommScope Holding
  • Commvault Systems
  • Comptel
  • Convergys
  • Coriant
  • Corning
  • CSG
  • Cyan
  • DASAN Zhone
  • Datang Telecom Technology
  • Dell Technologies
  • DragonWave Inc.
  • DXC Technology (aka CSC)
  • DyCom Industries
  • Eastern Communications
  • Ericsson
  • EXFO Inc
  • Extreme Networks
  • F5 Networks
  • Fiberhome
  • FireEye
  • Fortinet
  • Fujikura
  • Fujitsu Limited
  • Furukawa Electric
  • General Cable
  • Harmonic Inc.
  • Hengtong Optic-electric
  • Hitachi
  • HPE
  • Huawei
  • Huber+suhner AG
  • IBM
  • Infinera
  • Infosys
  • Inseego
  • Intel
  • Italtel
  • ITOCHU Techno-Solutions Corporation
  • Juniper Networks
  • Kudelski
  • MasTec
  • Mavenir
  • Mitsubishi Electric
  • NEC Corporation
  • NEC Networks & System Integration Corporation
  • Net Insight
  • Netcomm
  • NetScout Systems
  • Nexans
  • Nokia
  • Oracle
  • Pace PLC
  • Palo Alto Networks
  • Prysmian
  • Quantenna Communications
  • Radcom
  • Radisys
  • Radware
  • Red Hat
  • Ribbon Communications
  • Ruckus Wireless
  • Samsung Electronics
  • SAP SE
  • SeaChange International, Inc.
  • Sopra Steria
  • Spirent Communications
  • Sterlite Technologies
  • Subex
  • SYNNEX Corporation
  • Tata Consultancy Services
  • TE Connectivity
  • Tech Mahindra
  • Technicolor
  • Tejas Networks
  • Transmode
  • Trigiant Group
  • Vubiquity
  • Westell
  • Wipro
  • Wiwynn
  • YOFC
  • ZTE

For more information about this report visit

Laura Wood, Senior Press Manager
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900

Laura Wood, Senior Press Manager
For E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900