Vendor sales of network infrastructure (NI) products and services 1Q20

Analyst firm, MTN Consulting, has now finalized its analysis of vendor sales of network infrastructure (NI) products and services to the telco sector for the quarter ended March 2020 (1Q20). This market, which we term “Telco NI,” amounted to $49.5 billion in vendor revenues for 1Q20, down 4.3% year-over-year (YoY) from 1Q19. Huawei still on top, but currently focused on survivalOverall, Huawei remains the single largest vendor in the Telco NI market, by far. Webscale dislocationHuawei’s troubles and COVID-19 are not the only dislocations in the 2020 Telco NI market. Technology vendors record approximately $210-220 Billion (B) per year in sales of telecom network infrastructure (“Telco NI”) to this industry segment.

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