Indeed; what remains of the old big infra vendors is now in Ericsson and Nokia. Then there are the Chinese ones: Huawei and ZTE. Probably others. But particula

Indeed; what remains of the old big infra vendors is now in Ericsson and Nokia. Then there are the Chinese ones: Huawei and ZTE. Probably others. But particularly Huawei is growing very fast in many markets - the Chinese government is basically giving the money away, so it's hard for others to make a profit, and Huawei takes market share. If you call it a "market" after such subsidies. Some customers, particularly very many in the USA, are not so happy to have Huawei or ZTE core switches etc, but in emerging markets they are less worried about Chinese intelligence infiltrating them, and also in Europe there seems to be less protectionism and concerns about national security. So the Chinese are catching the global market, without the Americans noticing much.