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Integration challenges and slow market evolution face NSN in LTE premium content

By PETER WHITE

Published: 28 December, 2009

READ MORE: M&A | LTE

It is far too early to call the winners of the LTE market, however hard some analysts are trying. One large contract (Verizon Wireless), a bunch of small scale trials and a larger number of technical tests, and 'commitments' of various degrees of enthusiasm from 12 carriers, do not a market make. But if we were in the business of reading the tea leaves, the obvious money would go on Ericsson and Huawei, which have the broadest range of public triallists and the scale to be price competitive. There is virtually no sign of an entry point for a new or disruptive supplier on the infrastructure side - though the two Chinese majors are disruptive enough for most vendors to handle. And the other two vendors that are heavily invested in 3G - Alcatel-Lucent and Nokia Siemens - need to raise their own profiles quickly, to arrest the march of the Chinese and build up credibility in their own offerings. ALU, of course, has the largest part of the Verizon Wireless award, but has otherwise been rather below the radar, and NSN has stepped up to the plate with its plan to buy Nortel's LTE (and CDMA) assets.

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