Some changes in telco infrastructure sales in any given year in the fraction of a percent range would not surprise anyone. What might be notable is Amazon appearing in the top 10 of infrastructure suppliers with share gains in the top four.
As you might expect, given the shift to open source and virtualized platforms traditional suppliers lost a bit of share. Ericsson, Nokia and Huawei all lost share in 2021.
Huawei continues to lead annual sales, followed by Nokia and Ericsson.
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