Huawei To Supply WiMax Gear To Clearwire Deployment
12 August 2009 - 12:57AM
Dow Jones News
Huawei Technologies Co. gained a major foothold in the U.S. on
Tuesday after making the cut as a supplier to Clearwire Corp.
(CLWR) and its wireless high-speed network.
Huawei, a privately held Chinese telecommunications vendor, has
attempted to breach the North American market, but has only been
able to do so through lower tier players. Clearwire marks the first
U.S. national service provider to tap Huawei for its services. The
deal represents an opportunity for the company to expand its
presence in the region.
"We view this as a major milestone in our overall strategy in
North America," John Chen, a marketing and product management
executive, said on a conference call with reporters.
Under the three-year deal, Huawei will supply radio access
network equipment to Clearwire's deployment of its wireless
network, which runs off of a fourth-generation technology called
WiMax. Clearwire currently runs its WiMax network in four markets,
and plans to expand to 80 markets by the end of 2010. The company
has a headstart over the traditional wireless carriers, which are
also scrambling to deploy their own faster 4G networks.
For upstart Huawei, which wins much of its business globally by
undercutting the competition, getting in the U.S. has been tough
because many of the larger telecommunications companies have
agreements with traditional vendors L.M. Ericsson Telephone Co.
(ERIC) and Alcatel-Lucent (ALU). Huawei has helped deploy 45 WiMax
networks around the world.
Huawei's equipment will allow Clearwire to more cheaply deploy
its network. Generally, improved receiver performance means fewer
cell sites needed and the potential to reduce base station costs by
20% to 30%, according to John Saw, the chief technology officer for
Clearwire.
Clearwire plans to deploy roughly 20,000 base stations at a cost
of $150,000 each.
"The cost savings will help," Saw said, noting that WiMax's
buildout is already cheaper than traditional wireless
deployments.
Huawei joins Samsung Electronics Co. Ltd. (005930.SE) and
Motorola Inc. (MOT) as WiMax suppliers. Saw declined to comment on
how much business each vendor would get, only that they would
compete on performance and cost.
Networking titan Cisco Systems Inc. (CSCO) will also provide
equipment to Clearwire.
Clearwire's Saw said that Huawei was chosen because of its
ability to support a wide-reaching deployment at a low cost.
Because it is a supplier agreement, the deal isn't expected to
catch the gaze of regulators, he said.
Huawei has run afoul of U.S. government oversight in the past.
Its deal to acquire 3Com Corp. (COMS) fell apart because of
scrutiny over 3Com's business with the U.S. government. Chen
stressed that Huawei was a 100% employee-owned company with no
Chinese government ownership.
Clearwire is slated to report second-quarter results after the
market's close. Shares recently fell 2.9% to $7.99.
-By Roger Cheng, Dow Jones Newswires; 212-416-2153;
roger.cheng@dowjones.com