40th Month of Growth for Network Gear Leaves Ericsson, Huawei Behind June 21, 2017 U.S. imports of phone network equipment climbed for a 40th straight month in April. The 15% growth was led by Chinese suppliers, and likely continued in May. That would bring the quarterly expansion to 13%. The continued growth is likely driving Ericsson to focus on networks – it is reported t... Read more →
Ericsson’s Networking Not Working for Imports, Yet April 20, 2017 Ericsson has restructured its operations to better pursue phone network growth opportunities ahead of its 1Q results. Panjiva data shows U.S. imports of phone network equipment increased 19% in the first quarter of 2017 on a year earlier. Yet, Ericsson’s U.S.-bound shipments fell 12% on a year... Read more →
Nokia Downbeat on Phone Kit, But Could Ericsson Dial Up a Surprise? March 16, 2017 Mobile phone network installations could begin to fall in 2017 according to Nokia. That could already be seen in exports by Chinese kit manufacturers which saw a 2% decline in the fourth quarter on a year earlier. There has been a pickup more recently, however, with a 2% expansion in the three... Read more →