10 years ago, Huawei technology in Bangalore India Headquarters was established.
For Huawei, ZTE, 25 Chinese telecom equipment manufacturer is India Government included a "blacklist". The domestic communications industry that the current driving ban Chinese telecom equipment providers mainly India security sector, whereas India is the communication operators are willing to purchase price of Chinese products, opposed the ban, the end result yet unpredictable.
Zhongyuan securities qin Qi research fellow Ma said that since the beginning of this year, the overseas market for Chinese manufacturers of anti-dumping investigation is no longer confined to the low-end manufacturing products, started to communication devices such high-end manufacturing extension, and India, the European Union on China may hinder communication products to other overseas markets to follow, this means that domestic communication companies overseas road is more rugged.
"Blacklist" continuation of the ban on April
According to India's economic times, India's security sector has developed a telecom equipment supplier list, decide on new rules for the implementation of network security, a temporary ban on the list of device manufacturers. Been included in the above-mentioned "blacklist" of manufacturers with 26 companies, including Lenovo, Huawei, ZTE, fiberhome communications, Japan sea communications, UTStarcom, citizens communications 25 domestic equipment manufacturers and vendors that Comverse one Israel.
Data show that India each year about the import of telecommunications equipment, if the value of 200 billion against imports from China would affect the price of about $ 6 billion in contracts.
The industry says that 25 Chinese manufacturers are included in the "blacklist" of April this year, India prohibits local operators importing Chinese telecommunications equipment, extension of the product, but how effective is the ultimate ban also depends on the game.
29 April this year, the Government of India to not through the security check on the grounds that the ban on imports from China manufacturer ZTE and Huawei for telecommunications equipment. But a few days later, India Telecom Committee that India does not prohibit operators to import China telecom equipment, however all operators in the import of any equipment you need to accept the security audit of the Ministry of the Interior. It is understood that these devices need access to Canada, United States, and other security audit bodies of the identification evidence, to ensure that no influence of security software.
At that time, the industry believes that access to the relevant security audit institutions have proven that just needs to spend two months or so, then the device will be available in China to the India market.
ZTE an overseas market participants that the Chinese enterprises to actively prepare for safety testing, announced the list of the let is prohibited.
"The Government of India had repeatedly blocking Chinese telecommunications equipment imports, but nearly half years is more intensive. In India 3 g license auction time window to publish the above prohibitions, may lead to missed opportunities for Chinese enterprises, the next two or three years will not be able to share the market of the cake. ”
Policy loose space
But he also said that India's domestic parties, interest groups and also more complex, the majority of telecommunications operators on this prohibition is opposed, since the Chinese manufacturers of equipment than Ericsson, about one-third of transnational corporations to cheap, just the expense to auction off 3 g licences of operators is important.
May 19, India 9 telecom operator 3 g license auction, through fierce rivalry, India Government through the auction for a total of 146 billion in revenue, is twice as previously expected.
"If there is no Chinese equipment supplier of products, such as access to 3 g license expense of operators will face enormous cost pressures, it is difficult to see the profit of hope. Qin Qi "Ma says.
ZTE also said that the present case, the relevant policy might have great loose space, not the Chinese manufacturers completely outside the India market.
Current limited impact
To be included in India "blacklist", public company ZTE and sea communications to the Office of the press on 8 may, not convenient response. And fiberhome communications Vice President and said to the peak dongmi Xiong, companies in India are very few places of business, revenue share ratio is very low.
Data display, ZTE, Hou weigui was revealed in March this year, from India market sales accounted for ZTE sales revenue by 7%. The report shows that, in 2009, ZTE's operating income 602.73 billion yuan, of which the international market to achieve operating income 298.69 billion.
Huawei annual report shows, the 2009 Carnival as sales income reached 1491 (218 billion), contract sales of 2060 (301 billion). Unconfirmed data display, 2009 Carnival for India market get 20 million contracts, which recognizes revenue 14 billion dollars.
Japan sea communications overseas business stakeholders privately believes that India market revenue in the company of the year seven billion share of sales in fact very small.
ZTE executives during the annual general meeting of shareholders, said that if you immediately terminate its India operations, ZTE 2010 net profits to the influence of static up to 8%.
But Hou weigui said that India market scale of contribution, development, production decreased overall costs, hence the need to consolidate the market; although India this two years without a major profit, but with the gradual changes in the competitive situation, India operations Chamber of Commerce also brewed acquisitions to bring opportunities for telecommunications equipment provider.
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