According to "Nihon Keizai Shimbun" reported on the 22nd, the statistics of the British IHS Markit show that from 2018Mobile phoneIn terms of base station shipments, Huawei secured a 30.9% share and maintained its top position. The share increased by 3 percentage points.
The second place is Sweden Ericsson with a share of 27%. The third place is Finland's Nokia, which is 21.9%. The top 3 companies and rankings are the same as the previous year. According to the report, the three companies have a share of nearly 80%, and the mobile communication base station market is forming a monopoly.
According to reports, mobile communication base stations have an intergenerational replacement of communication methods every 10 years. Since the second half of 2018, some parts of the United States have taken the lead in commercializing 5G. However, according to IHS Markit, the impact of 5G products in the 2018 mobile phone base station shipments is minimal. In 2018, it was between "two generations", the market as a whole was shrinking, and the shipments were reduced by about $4.5 billion from 2017.
According to the report, due to this background, Huawei, which has a higher share of the current standards, has retained its top position. However, by 2019, the commercialization of 5G in all countries of the world will be fully launched, and Huawei will be affected by trade frictions between China and the United States.
In fact, the United States launched a de facto export ban on Huawei in May. Later, US President Trump promised to relax the policy of sanctions against Huawei at the end of June.
Huawei has always denied the "spy suspect" proposed by the US government. In March of this year, Huawei filed a lawsuit in the United States on the grounds that the US government's law prohibiting the purchase of the company's products was unconstitutional. Huawei said that the United States cannot provide a basis for supporting its restrictions on Huawei products.
Although facing a headwind, Huawei's 5G commercial contract is currently increasing. According to Huawei, as of July, 50 5G commercial contracts were signed with 30 countries around the world. 5G in many countries is built on the basis of existing 4G equipment. There is a view that Huawei, which has a high share of the 4G field, will be in a favorable position.