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Asia の調査 4/19〜4/25:Huawei の勢いが止まらない

Posted in Asia Weekly, Huawei by agilecat.cloud on April 26, 2015
年明けから、圧倒的なプレゼンスを示し続けている・・・
 
_ cna-banner
 
このところ、Huawei が元気だと思い、Cloud News Asia の Huawei カテゴリを追いかけてみたところ、モバイル/テレコム/ネットワーク/クラウドで、そして全体的な収益や特許取得において、快走し続けている様子が見えてきました。
 
Huawei at MalaysiaVernon Chan
Huawei Ascend P7
launch, Malaysia
 
まず、モバイルですが、2014年の販売台数が 7500万台ということですから、Xiaomi の更に上を行く実績を収めているわけです。 そして、China Mobile などとの提携により、4G エリアで大きく業績を伸ばしているようです。
 
そして、ヨーロッパでは、大規模な実証実験を成功させたり、4G LTE のネットワークを展開したりと、これまた大活躍です。最近のヨーロッパを見ていると、アメリカの大手に対して、強い拒否反応を示しているような感じがします。 そして、中国を、とりわけ Huawei をサポートすることで、均衡を保とうとしているように見えてきます。 こうした動きは、Cisco などにとって、厄介なものになり得るでしょう。
 
そして、ついに、パブリック・クラウドにも進出してくるようです。 当然の事として、中国国内では Alibaba などと激しく戦うことになるでしょうし、海外にも勢力を伸ばそうとしてくるはずです。以下に、この1月からの、Huawei における代表的なトピックを集めてみました。 ただし、これらは、その一部に過ぎないのです・・・
 
1/1: Huawei and Spain’s IB-RED Deploy First 4G LTE Networks
1/5: Huawei Boasts 2014 Revenues of $46B
1/14: China’s Huawei Technologies says 2014 profit likely rose 17%
1/16: Huawei sells 75m smartphones, ranks 3rd as largest smartphone vendor
2/1: Huawei increases Malaysian foothold with Ingram Micro tie-up
2/2: StarHub in commercial trial of Huawei’s LampSite solution
2/6: Huawei and China Mobile Improve Upload Speed by 180%
2/7: Huawei and China Unicom Deploy World’s First Tiniest Atom Router
2/10: Huawei, BT Ireland Test 400 Gbps Fiber Broadband Transmission
3/2: Huawei, Qualcomm and EE Test 400 Mbps Wireless Network at UK
3/4: Huawei bumps up patent portfolio as 5G era draws near – CEO
3/8: Huawei debuts new CloudMall data center solution, signs MOU with Baidu
3/20: Huawei filed most patents in 2014: WIPO
4/5: 4G, smartphones drive Huawei profit
4/8: Huawei achieves deep network and security convergence
4/10: Huawei launches NGFW card for data center switches
4/11: Huawei designs DC architecture for real-time data processing
4/22: China’s Huawei targets July launch for public cloud service in China
4/23: Chinese cybersecurity rules could backfire, says Huawei CEO
4/25: Huawei Will Soon Launch Public Cloud Services In China
 
以下は、今週の Top-10 です・・・
 
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① 4/25: Huawei Will Soon Launch Public Cloud Services In China
ChinaAt Huawei’s Global Analyst Summit, the company’s rotating CEO and deputy chairman Xu Zhijun said Huawei will launch public cloud services in China in July 2015. This launch will put Huawei in direct cloud service competition with Alibaba’s Aliyun service. Microsoft and Amazon already launched their public cloud services in China, but those services will ultimately not be able to compete on a large scale because of their foreign investment structures.
 
② 1/28: Amazon Japan says ‘cooperating’ with child porn probe
JapanTOKYO: The Japanese arm of Amazon.com said it was “cooperating fully” with a police investigation into the sale of child pornography, after authorities reportedly raided its Tokyo headquarters. The probe — which comes less than a year after Japan made the possession of child porn illegal — reportedly follows the arrest of two men in September for posting illicit photo books featuring children on the Internet retailer’s website.
 
③ 4/15: China DC server standard project 3.0 to announce at year-end 2015
ChinaThe third version of China’s data center server technology standard project led by China-based Baidu, Alibaba and Tencent are set to be announced at the end of 2015 and the project will cover more standards and adopt a modularized design to help reduce China data centers’ server purchasing costs, according to sources from the upstream supply chain. China launched the first version of the project in 2012 and the second in 2014 and the project is rather similar to the Open Compute Project (OCP) that Facebook has been aggressively promoting.
 
④ 4/18: Oxygen vs Cyanogen: a side-by-side review for OnePlus owners
ChinaOnePlus One owners are at a crossroads right now. The young Chinese smartphone maker is ending its relationship with the maker of its Android-based operating system, Cyanogen, after the latter struck an exclusivity deal with rival brand Micromax in India. In dire need of an alternative, OnePlus chose to build its own fork of Android Lollipop, which it released earlier this month. OnePlus owners looking to upgrade to the latest and greatest version of Android must choose between the two.
 
⑤ 4/21: Is Japan losing its influence in global semiconductor market?
JapanIn 2014, there were only two Japan-based companies – Toshiba and Renesas – among the top-10 semiconductor suppliers. Assuming the NXP/Freescale merger is completed later in 2015, IC Insights has forecast that Toshiba will be the lone Japan-based company left in the top-10 ranking. Japan-based semiconductor manufacturers wielded their greatest influence on the global stage and held six of the top 10 positions in 1990, IC Insights said.
 
⑥ 4/23: Malaysia signs private sector deal on Big Data centre
MalaysiaMalaysia has signed a new deal with a private sector analytics firm to help achieve its goal of becoming a regional Big Data hub. The Malaysian Development Corporation (MDeC) and SAS have signed an agreement to set up a Centre of Excellence that will build and test Big Data proofs of concepts for government and commercial use. The centre “will mobilise the country’s top BDA [Big Data analytics] experts to develop national high-impact use cases and proofs of concepts to drive BDA adoption and innovation”, said Ng Wan Peng, Chief Operating Officer at MDeC.
 
⑦ 1/23: Taiwan server ODMs may benefit from Project Scorpio 2.0
TaiwanTaiwan-based server ODMs including Quanta Computer, Wistron and Inventec may obtain orders arising from the beginning of Project Scorpio 2.0, the second version of a project to boost low-cost and highly scalable data center infrastructure jointly by China-based Internet service operators Baidu, Alibaba and Tencent through collaboration with Intel, in September 2014, according to Taiwan-based supply chain makers.
 
⑧ 4/24: Video streaming startup iFlix gets US$30M funding, ASEAN
PhilippinesAccess to a whole new range of streaming movie and TV content is one step closer to viewers in Southeast Asia, as internet media startup iFlix has successfully completed a US$30 million funding round. iFlix’s parent company Catcha Group and telco Philippines Long Distance Telephone Company led the round. The funds will be used towards the continued rollout of the service throughout Southeast Asian territories, as well as acquiring the rights to more content and producing original content.
 
⑨ 4/12: aCommerce CEO Hadi Wenas leaves to join John Riady and MatahariMall
IndonesiaIndonesia’s family-owned conglomerate Lippo Group announced today that Hadi Wenas, co-CEO of ecommerce service provider aCommerce in Indonesia, will join MatahariMall as CEO. The news comes not long after Lippo Group representative John Riady went on record saying that MatahariMall has a team of ecommerce superstars ready to race Lazada Indonesia for the title of the largest business-to-consumer ecommerce firm in the archipelago.
 
⑩ 4/18: Alibaba helps Sinopec with cloud computing, big data
ChinaSHANGHAI: Chinese e-commerce titan Alibaba Group Holding Ltd has tied up with Sinopec, Asia’s biggest oil refiner, to provide cloud computing services and ‘big data’ analysis, the companies said. The link-up was for technical services and did not involve equity cooperation, China Petroleum & Chemical Corp, or Sinopec, said on its official microblog. It did not say how much money was involved. Cooperation between Alibaba, a poster child for private enterprise in China, and one of the country’s biggest state-owned companies dovetails with government policy.
 
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cna_6今週は、Huawei 大特集という感じになってしまいましたが、パワフルなプロダクトやサービスだけではなく、その売上規模特許取得数にも、同社の強さが現れています。 モバイル・デバイスからテレコム機器まで、そして、ネットワーク/セキュリティ機器にまで、さらにはクラウド・サービスにまで広がるカバレッジは、世界でも類を見ないものです。 言い方を変えると、グローバルにおけるすべてのテック・ジャイアントたちを相手に、これから戦っていくというスタンスでいるようです。 おそらく、アメリカの IT 産業から見て、一番イヤな相手が、この Huawei なのだと思います。_AC Stamp
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