China to India telecom market: pretty please, let us in!

Huawei is China's biggest telecom equip manufacturers.  It's working hard to get into India's booming market space, and recently India took a hard line on its imports, blocking orders on the rationalization that the gear might come with spy devices.

Now, Chinese expats are adopting local names (a famous Chinese trick) and dress and going heavy on the charm.

India is worth $1.4B of Huawei's revenue now, or 11%.

I like to see this tussle.  It's part of China's learning process:  the more it penetrates other markets, the more those markets will push back on its lack of democracy and everything that deficiency suggests about its business practices.

Comments

[Mike]

Hi Tom,

I'm in the telecom equipment market, and was recently in Brazil. They are starting to push back on Huawei with the same type of fears (Chinese access to ports in the equipment that could be used to spy on data/voice transmission). This doesn't come as a surprise, as Brazil is at the same time trying to spawn some home-grown companies via CPqD, which is a federally funded/ corporate funded R&D center for communications technologies. It's really tough for the home boys whether they are in India or Brazil to compete with Huawei since Huawei is subsidized by the PRC (not sure to what extent, but their bids for any RFQ's are always below what many perceive is cost.