ZTE Corporation: China's Hidden Telecom Threat

Table of Contents

REPORT DESCRIPTION

SECTION 1: COMPANY OVERVIEW

• PRODUCTS
• OPERATIONS

SECTION 2: PRODUCT LINE REVIEW

• INTRODUCTION
• OPTICAL TRANSMISSION
• DATACOMM
  • xDSL
  • Routers and Switches
  • Multiservice Platform
  • Other Datacomm
  • WLAN
  • 3.5GHz Broadband Wireless Access Server
• WIRELINE SWITCH AND ACCESS
  • ZXJ10 Voice Switch
  • Softswitch
  • ZXA10 Optical Access Network
  • Other Access
  • ZXA10 Multi-Service Access Network
  • ZXMSG Multi-Service Media Gateway
• WIRELESS COMMUNICATIONS
  • PHS
  • Background
  • ZTEs PHS System

SECTION 3: PRODUCT LINE ANALYSIS

• INTRODUCTION
• PEER COMPANY ANALYSIS
• WCDMA
• DSL
• IP Routers
• Optical Transmission: 10G MSPP

SECTION 4: DEVELOPMENT, QUALITY, AND MANUFACTURING

• DEVELOPMENT
• QUALITY
• MANUFACTURING

SECTION 5: R&D, PARTNERSHIPS, AND TECHNICAL INITIATIVES

• RESEARCH & DEVELOPMENT
  • International collaboration
• PARTNERSHIPS
  • Joint ventures/OEMs
  • Suppliers
  • Customers

SECTION 6: CORPORATE ANALYSIS

• INTRODUCTION
• SALES HISTORY
• SWOT ANALYSIS
• PROSPECTS

APPENDIX 1: EXCERPT FROM ZTE BID ON SWITCH TENDER

• INTRODUCTION
• MAJOR SHAREHOLDER(S)
• REFERENCE BANK
• LOCAL SUPPORT
  • Headquarters Global CSC (Customer Service Center)
• MAINTENANCE FEES
• NETWORK RE-CONFIGURATION SERVICE
  • Service Details
  • Fees
• OTHER SERVICES
  • Backbone Network Related
  • Equipment Removal
  • Equipment Test
  • Company Training
  • Maintenance Technique Seminar
  • Software Modification
• IMPLEMENTATION PLAN
• PROJECT PERSONNEL
• PRICE PROPOSAL

ABOUT MWL CONSULTING

MWL REPORT CATALOGUE

Table of Tables

• TABLE 1: ZTES PRODUCT PORTFOLIO
• TABLE 2: ZTES ZXMP ON PRODUCT SUITE
• TABLE 3: ZTES DSL PRODUCT RANGE
• TABLE 4: ZXR10 ETHERNET SWITCH SERIES
• TABLE 5: MAIN FEATURES OF THE ZXJ10 SPC SWITCH PLATFORM
• TABLE 6: ZXJ10 SALES RECORD, 1997-99
• TABLE 7: ZTES NGN/SOFTSWITCH WINS IN CHINA AND ABROAD
• TABLE 8: ELEMENTS OF ZTES SOFTSWITCH SYSTEM (ZXSS10 PORTFOLIO)
• TABLE 9: ZTE CDMA CONTRACT WINS (AS OF JUNE 2005)
• TABLE 10: COMPARISON OF ZTE WITH ALCATEL, HUAWEI AND NEC
• TABLE 11: 3G PRODUCT COMPARISON - ZTE AND NEC
• TABLE 12: HIGH-END DSL PRODUCT COMPARISON - ZTE AND ALCATEL
• TABLE 13: IP ROUTER PRODUCT COMPARISON - ZTE AND HUAWEI
• TABLE 14: COMPARISON OF HUAWEIS OSN 3500 AND ZTES S390
• TABLE 15: KEY SUPPLIERS TO ZTE
• TABLE 16: RECENT ZTE OVERSEAS CONTRACTS
• TABLE 17: ZTES SALES BY SEGMENT, 2003-1H04 (US$M)
• TABLE 18: ZTES STRENGTHS, WEAKNESSES, OPPORTUNITIES, AND THREATS
• TABLE 19: ZTES LABOR FEES FOR NETWORK RE-CONFIGURATION SERVICE
• TABLE 20: PER UNIT PRICES - ZTES BACKBONE IP ROUTER
• TABLE 21: ATM BACKBONE SWITCH - PRICE BID

Table of Figures

• FIGURE 1: BREAKDOWN OF ZTES 2004 SALES BY PRODUCT SEGMENT AND LOCATION
• FIGURE 2: FUNCTIONAL MODEL OF CHINAS MSTP STANDARD
• FIGURE 3: ZTES ETHERNET SWITCH LINE
• FIGURE 4: SYSTEM STRUCTURE OF THE ZXJ10 VOICE SWITCH
• FIGURE 5: STRUCTURE OF ZTES ZXA10 DLC PRODUCT
• FIGURE 6: UT STARCOMS PHS (PAS) "UBIQUITOUS NETWORK"
• FIGURE 7: 2004 TELECOM REVENUES OF KEY GLOBAL VENDORS (TOTAL MARKET: $275B)
• FIGURE 8: NTT DOCOMOS 3G ARCHITECTURE
• FIGURE 9: ALCATELS BROADBAND PORTFOLIO
• FIGURE 10: ZTES SALES RECORD (1999-2004)
• FIGURE 11: PROJECT IMPLEMENTATION PLAN