Australia - Telecommunications Equipment Market - Industry overview and issues

Synopsis

The telecommunications hardware manufacturers rose and fell with the demand rise and fall of the 2000 dot com boom and bust. This happened in the USA, Europe, and Australia was also affected. Investments in this sector have never been great in Australia, and the country remains an IT consumer, notwithstanding the power of Telstra, Optus and their brethren. This report introduces the major players here in Australia, and Paul Budde analyses the state of play from the equipment perspective, and how it affects other areas of the telecommunications sector, and what can be done to address the situation.

Table of Contents

• 1. Synopsis
  
• 2. The reality of 2002
  
  • 2.1 Cost cutters - no strategists
    
  • 2.2 Vendors are limping
    
  • 2.3 New initiatives are needed
    
  • 2.4 R&D missing in the ‘clever’ country
    
• 3. Telecommunication Vendors Summit?
  
• 4. Reorganisation of the manufacturing industry
  
  • 4.1 Crisis areas
    
  • 4.2 What went wrong?
    
  • 4.3 Wrong vision and wrong strategies
    
  • 4.4 Structural changes are needed
    
• 5. Contract manufacturing
  
• 6. Vision of the future
  
  • 6.1 Manufacturers need to refocus their business
    
  • 6.2 From boom to bust
    
  • 6.3 More consolidation needed
    
  • 6.4 From equipment providers to service providers
    
  • 6.5 Arrival of new business models
    
  • 6.6 It takes two to tango
    
• 7. Carrier alliances
  
• 8. Major players
  
  • 8.1 Overview
    
  • 8.2 Local manufacturers
    
  • 8.3 The big six global manufacturers
    
• 9. Government initiatives
  
  • 9.1 Industry reviews during the 1990s
    
  • 9.2 The PfD/FTA program
    
  • 9.3 Telecommunications carrier Industry Development Plans
    
  • Table 1 – Carriers Service Providers undertakings – 1997-2000
  • Exhibit 1 – Massive changes in the suppliers industry
  • Exhibit 2 – Contract manufacturers
  • Exhibit 3 – Disappearing local industry