Are Suppliers Poised for a Turnaround?
October 2011
Arthur D. Littleā€™s 2011 Telecoms Infrastructure Supplier Outlook

While established vendors have continued down their previous strategic paths, attempting to merge and integrate, Huawei came within a whisker of overtaking even Ericsson on a revenue market share basis. Moreover, most former sector leaders are still experiencing weak financial performance, and are in danger even being overtaken in innovation and product leadership by their emerging competition.