Link: Are security concerns over Huawei a boon for its European rivals?

 

Between 2015 and 2018 Huawei’s share rose from 24% to 28%; Nokia’s dipped from 20% to 17% and Ericsson’s from 15% to 13%. An escalation in the war on Huawei might prompt Beijing to retaliate by kicking Western firms out of China.

That would be a blow to the Nordic duo. China accounted for 10% of Ericsson’s 211bn krona ($24.2bn) in global sales last year. The company runs two research and development sites in China. Nokia derives a similar share of revenues from the Chinese mainland, Hong Kong and Taiwan. Extra sales in Europe in the event of a Huawei ban would not offset losses in China, argues Pierre Ferragu of New Street Research, not least because the Chinese will launch 5g a year or two earlier.

More important, worries Börje Ekholm, chief executive of Ericsson, a ban on Huawei would slow down the launch of 5g in Europe

 

Source: Are security concerns over Huawei a boon for its European rivals?

Link: Rancher Labs Ropes Tencent, Alibaba, Huawei Support Into Containe

“The market has really heated up this year, and clearly that is what’s driving the acquisitions,” Williams said. “I’ve had a half-dozen customers tell me in the last month they see containerization and Kubernetes as the single most strategic project/platform in their company, and the future of their cloud strategy. It is certainly not surprising that companies are acquiring teams with strong container knowledge.”

Williams understandably passed on offering any insight into Rancher Labs’ own future. But he did note that Rancher Labs alone added 27 new customers during the third quarter, with nearly all part of the Fortune 500.
Original source: Rancher Labs Ropes Tencent, Alibaba, Huawei Support Into Containe

Link: HPE Denies It’s Partnering with Huawei, Taps Crisis Public Relati

It’s hard to be Huawei in the US already, and under Trump it must be unbearable. Meanwhile, I hear they’re sucking up marketshare elsewhere.
Original source: HPE Denies It’s Partnering with Huawei, Taps Crisis Public Relati