Broadband access vendor profile: ZTE Corporation

Executive summary
In a nutshell
Our View
Market position
Analysis of competitive position
Corporate
Broadband access
Strategy definition and execution
Active participation in setting standards
First-mover advantage in 10GE-PON (though Huawei will be close behind)
Leveraging cost and financing advantages
Aiming for global end-to-end vendor status
Addressing carrier concerns about interoperability and energy requirements
Increasing customization initiatives
Regional strategy
Product line management
Next-generation PON development at ZTE
Globalization
Solutions selling
SWOT analysis
Overview
Strengths
Weaknesses
Opportunities
Threats
ZTE’s BNS ratings
ZTE broadband access still strongest in China but increasing presence elsewhere
ZTE product features innovative
ZTE’s broadband access portfolio
ZTE offers a broad range of access products
ZTE product details
Next-generation PON
Migration from EPON to 10GE-PON
ZTE’s DOCSIS-EPON system
Management systems
Regional market data by product segment
ZTE hopes to bolster its international presence, dominate in FTTx
Marketing strategy
Messaging
Channel strategy and partnerships
Links




List of Tables
Table 1: Our overall rating of ZTE
Table 2: ZTE’s key strengths, weaknesses, opportunities, and threats
Table 3: Mapping of ZTE’s products to Our segmentation
Table 4: ZTE’s regional broadband access revenues by product segment, rolling 4Q revenues as of 3Q09, $ millions
Table 5: ZTE’s regional market share and rank by product segment (based on rolling 4Q revenues, 4Q08–3Q09)






List of Figures
Figure 1: ZTE’s broadband access ratings
Figure 2: ZTE’s broadband access product competitiveness by segment
Figure 3: ZTE’s 10GE-PON system