10/2/2008， In Brussel, BBWF, Huawei just announced its 1.28T OTN OpitX OSN8800 product which can supported 100Gbps transmission, and its prototype 10G GPON product. From this announcement, Huawei shows to the world that they are just strong enough as their big rivals like Alcatel-Lucent, NokiaSiemens or Nortel.
Several days ago, Chinese just realized their first walk in the space. Both this and Huawei’s new achievements can be regarded as some special gift to 59th National day of People’s republic of China. Chinese has their reason to be pride for all these at this special event.
But if you think today’s China is strong enough just because of this, you must be wrong.
Huawei can introduce 100Gbps transmission product, but Chinese manufactures cann’t produce even 2.5Gbps laser chip in scale. Huawei can demonstrate their 10G GPON product, but their GPON chip and transceiver suppliers must not be local suppliers. In today’s supply chain environment, Huawei can easily acquire what they need from overseas suppliers. From this side, their rivals in US or in Europe have no advantages against Huawei. Only competitors like Infinera who make key components themselves are the competitor that Huawei cannot simulate. Today’s China is a highly contradicted country, very rich and very poor, very advanced and very old, exist together. Even in fiber communication field, it is the same. Chinese companies can lead the world in application level, but they are very far behind on the basic research level, on the material level and on the chip level.
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