Ericsson and Huawei gain from Nokia Siemens Merger Distractions

"Ericsson and Huawei appear to be taking advantage of the disruption caused by the recent mergers of Nokia and Siemens communications businesses, and Alcatel and Lucent," commented Greg Collins, Vice President of Dell'Oro Group. "Both Ericsson and Huawei continue to be aggressive in winning new business in the high growth areas of Asia. During the quarter, Ericsson gained 4 points of worldwide market share, while Huawei grew their market share in excess of 30 percent," added Collins.
Although the market for GSM/GPRS/EDGE was very strong in the second quarter, the market for CDMA-based infrastructure was flat and the WCDMA infrastructure market grew albeit less than expected.