Revenue distribution by industry:

• Telecommunications networks: approx. 55%
• End devices: approx. 30%
• Enterprise solutions: approx. 15%

TOP 3 markets and their percentage shares:

• China: approx. 60%
• Europe: approx. 20%
• Asia-Pacific (excluding China): approx. 10%

ZTE Corporation generates the majority of its revenue from the telecommunications industry, particularly through the provision of network infrastructure. The domestic market in China remains the dominant revenue contributor, followed by Europe and the Asia-Pacific region. These markets benefit from the progressive implementation of 5G technologies and the demand for modern telecommunications solutions.

Production sites of ZTE Corporation:

1. China: Main production facilities are located in Shenzhen, Nanjing, and Xi'an.
2. India: Production plants to support the local market.
3. Brazil: Production sites to supply the South American market.
4. Indonesia: Manufacturing facilities to support the Asian markets.

ZTE Corporation, as a leading provider of telecommunications equipment and network solutions, has strategically placed its production capacities in various countries. The main production takes place in China, where the company operates its largest plants. In addition, ZTE has established production facilities in other countries such as India, Brazil, and Indonesia to efficiently serve local markets and overcome trade barriers. This international production strategy enables ZTE to flexibly respond to global demand changes while optimizing production costs.

Revenue Growth: Estimated 10-12% annually (based on historical data and market analysis until 2023)

Focus on 5G Technology: ZTE Corporation has heavily focused on the development and expansion of 5G technologies. This includes both infrastructure and end devices to meet the increasing demand for faster and more reliable connectivity.

International Expansion: The company is pursuing an aggressive expansion strategy in international markets, particularly in Asia, Europe, and Africa. ZTE leverages strategic partnerships and joint ventures to strengthen its market presence.

Research and Development: ZTE continuously invests in research and development to drive technological innovations. The focus is on developing new products and services that meet the requirements of digital transformation.

Sustainability and Green Technologies: Another strategic focus is the integration of sustainable and environmentally friendly technologies into their product range. This aligns with the global trend of reducing the ecological footprint and can be used as a competitive advantage.

These strategies are intended to help ZTE solidify its market position and continue to grow in a competitive environment.

Main raw materials: Semiconductors, copper, aluminum, rare earths
Main importing countries: Taiwan, South Korea, Japan, USA

ZTE Corporation, as a leading provider of telecommunications equipment, heavily relies on the import of semiconductors, which are essential for the production of electronic components. The company mainly sources these semiconductors from Taiwan and South Korea, as these countries are leading in semiconductor production.

Copper and aluminum are other important raw materials needed for the production of cables and other electronic components. These metals are often imported from countries like Chile and Australia, which are among the largest producers worldwide.

Rare earths, necessary for the production of high-performance electronics, are mainly imported from the USA and China. These materials are crucial for the manufacturing of powerful telecommunication devices that ZTE produces.

Market share in the telecommunications sector: Approx. 10% (2024, estimated)
R&D investments: Over 15% of revenue (2023)
Patents: Over 80,000 worldwide (2023)

ZTE Corporation has a significant competitive advantage due to its strong presence in the global telecommunications sector. With an estimated market share of about 10% in 2024, the company positions itself as one of the leading providers in the industry.

A key factor for this advantage is the extensive investments in research and development, which account for over 15% of revenue. These investments enable ZTE to offer innovative products and services and differentiate itself technologically from competitors.

In addition, ZTE has an extensive portfolio of over 80,000 patents worldwide, putting the company in a strong position to develop and protect new technologies. This not only strengthens ZTE's market position but also provides protection against legal disputes and enables licensing revenues.

Institutional investor share: approx. 45% (estimated, 2025)
Insider purchases/sales: No significant transactions in the last 12 months (estimated, 2025)

The institutional investor share in ZTE Corporation is estimated to be around 45%. This figure reflects the interest and confidence of institutional investors in the company, indicating a stable financial performance and growth prospects.

Regarding insider transactions, there have been no significant purchases or sales in the last 12 months, which could indicate a stable confidence of the management in the company's future development. Such transactions are often seen as an indicator of management's assessment of the company's future prospects.

Market share of ZTE Corporation: Estimate 10% (2025)

Main competitors and their market shares:

1. Huawei Technologies Co., Ltd.: Estimate 30%
2. Ericsson (Telefonaktiebolaget LM Ericsson): Estimate 15%
3. Nokia Corporation: Estimate 12%
4. Samsung Electronics Co., Ltd.: Estimate 8%
5. Cisco Systems, Inc.: Estimate 5%

ZTE Corporation is a significant player in the telecommunications equipment sector, especially in China. ZTE's market share is estimated at around 10%, with the company benefiting greatly from domestic demand.

ZTE's moat is characterized by its strong presence in China and close relationships with government entities. This provides some protection against international competitors. However, compared to Huawei, which has a broader product portfolio and a stronger global presence, ZTE's moat is less pronounced.

Huawei has a significant advantage due to its innovation capabilities and extensive investments in research and development. Ericsson and Nokia excel with their established market presence in Europe and North America as well as their expertise in 5G technology. Samsung and Cisco also have strong positions in specific segments that give them competitive advantages.

Overall, ZTE has a moderate moat, which is particularly strong regionally but is surpassed in the international comparison by larger and more innovative competitors.

Revenue growth: 10% (2024)
Research and development expenses: 15% of revenue (2024)
Market share in the 5G segment: 20% (estimated for 2025)

ZTE Corporation recorded a revenue growth of 10% in 2024. This demonstrates a solid business development, primarily driven by strong demand in the 5G technology and telecommunications infrastructure sector. The company continues to invest heavily in research and development, with expenses accounting for 15% of revenue. This indicates a strategic orientation that prioritizes innovation and technological leadership.

The estimated 20% market share in the 5G segment underscores ZTE's competitiveness in one of the fastest-growing technology areas. This positioning could help the company benefit from the ongoing global deployment of 5G networks.

Overall, ZTE could present an attractive investment opportunity, especially for investors interested in the long-term development of the telecommunications and technology markets. However, it is important to also consider geopolitical risks and regulatory challenges that could impact ZTE's business operations.

Dividend yield: 3.5% (2024)
Dividend history: Continuous distribution since 2018

ZTE Corporation has regularly distributed dividends to its shareholders in recent years. The dividend yield was approximately 3.5% in 2024, which can be considered moderate compared to other companies in the industry.

The reliability of ZTE's dividend payment is relatively high, as the company has been continuously distributing dividends since 2018. This stability is supported by a solid financial performance and a strategic focus on growth and innovation. Analysts expect that ZTE will continue to be able to pay dividends in the coming years, provided that no unexpected economic or industry-specific challenges arise.