The deceased, in the first half of 2014, was fleeting in the sound of a good voice. Up to now, domestic and international optical communication companies have announced the overall operation of the second quarter of 2014 (Q214) and the first half (H1). Xiao Bian comprehensively compiled the data of the published financial report and found that the entire optical communication industry chain, from the material supplier to the operator, is generally decent – ​​it is not so simple to defeat others, but it is promising to overcome it.
Material industry: point to face
Up to now, only a few materials companies have published H1 earnings reports or previews. The most eye-catching one is Hengtong Optoelectronics. Hengtongguang expects net profit attributable to shareholders of listed companies in the first half of 2014 to be approximately 75.66 million yuan to 88.28 million yuan, an increase of 20% to 40%. Hengtong Optoelectronics said that the steady growth of its main business income in the first half of the year, the increase in non-operating income and the company's increase in management fees and other reasons are the driving force behind the year-on-year increase in net profit attributable to shareholders of listed companies.
Followed by Corning. Corning Q214 optical communications division sales revenue of 686 million US dollars, an increase of 14.14%. Corning said that the optical communications division's sales revenue growth was stronger than expected, mainly due to continued strong sales of FTTH solutions in North America and Europe, except for fiber sales in the Chinese market. Xiaobian heard that domestic fiber prices fell by about 7% year-on-year this year. Is it because Corning’s fiber sales in China have fallen due to price declines?
From the published announcements of the performance or performance of the two materials companies, it is also a point of view, Xiao Bian believes that the fiber optic cable industry is still promising this year, especially in today's 4G construction is in full swing, the demand for fiber is growing. The dark fiber trend is gradually coming to an end, and the demand for fiber in the future can be imagined. Although the dark fiber trend has not yet arrived in China, it has become a trend in some cities in the United States. It refers to fiber optic cables that have been laid but not put into use. In many cases, communication companies will lay more fiber than they need to avoid the high cost of repeated fiber laying and adapt to future needs. Therefore, the dark fiber will be so eye-catching, but it has not been heard in China. In the future, can you imagine?
Device industry: domestic scene is a good one
Since the beginning of this year, the entire domestic device industry has shown a pleasant surprise. The Taiwan region has received good news frequently, which seems to indicate that the good situation will continue in the second half of this year.
Starting from the domestic device industry leader Xunxun Technology. At the beginning of July, Guangxun Technology expects the profit of Q214 deduction to reach 40 million, doubled year-on-year, and the main driving force for revenue growth is the rapid growth of 4G base station optical modules. Previous data showed that the number of 4G base stations in 2014 is expected to reach 550,000, exceeding the market expectations of 500,000, an average of one base station to use six optical modules, a total of about 3.8 million optical modules, with an output value of about 700 million yuan. It is understood that the company's market share in 4G optical modules has reached more than 60%. Coupled with the construction of the Yangtze River Economic Belt, the construction of the optical network will accelerate, and all will be the spring breeze for the development of Guangxun Technology. In this way, the company's performance this year can be expected.
Happy not only Guangxun Technology, but also AFOP. Although the AFOP Q214 revenue is not large, it still continues the growth myth. The revenue of Q214 reached 24.319 million US dollars, up 27% year-on-year and 3% quarter-on-quarter. The gross profit margin increased to 40.1%, which made the peers look.
Huagong Technology is also unwilling to lag behind. The 2014 semi-annual results announcement announced in mid-July shows that the net profit attributable to shareholders of listed companies is 50 million to 55 million yuan, an increase of 121.34%-143.48% year-on-year, with domestic 4G business investment. With the release of demand, the sales volume of high-speed products in the optical communication business segment increased significantly year-on-year, resulting in a significant increase in the company's operating revenue.
The performance of Huatuo Optical Communication is also eye-catching. This year, the new high-speed optical module products, 40G QSFP+ optical module, 10GSFP+Transceiver, etc., were launched frequently. In April, it was decided to invest in three new full-rate optical module production lines under 40G. Officially put into operation in the month. In the first half of the year, revenues have been growing for six consecutive months. In June, revenues increased by 31.2% compared with the same period of last year, setting a new high this year. It is estimated that the profit in the first two quarters has been stable last year. As the client actively pulls the goods, the second half will be better.
Although Henan Shijia has not released the H1 performance report, its arrayed waveguide grating (AWG) and tunable optical attenuator (VOA) have begun trial production, which is expected to break the monopoly of foreign chip vendors. It is also quite exciting news.
Equipment industry: Towards a duopoly
Ericsson, Huawei, Nokia and ZTE of the world's top five equipment manufacturers have announced the first half of 2014 performance report or notice, Huawei and Ericsson are in a big battle, followed by ZTE, although it is slow to catch up, but it is difficult in the short term Competing with Huawei and Ericsson.
Huawei's revenue in the first half of the year reached 135.8 billion yuan (about 21.74 billion US dollars), a year-on-year increase of 19%, exceeding Ericsson's about 6.7 billion US dollars (about 41.6 billion yuan), and the gap is increasing, Huawei has stabilized the global leader in telecommunications equipment. Seat; operating profit margin reached 18.3%. The core engine driving Huawei's growth in the first half of the year was the craze for the construction of LTE (4G) networks in various countries.
Ericsson's revenue for the first half of this year was 102.31 billion Swedish kronor (about 15.21 billion US dollars). Now that the global LTE network is accelerating construction, Ericsson has also begun to implement the 4G/LTE contract previously acquired in China and Taiwan, not only China Mobile, but also Taiwan’s FarEas Telecom as its main LTE supplier, and the first batch. The 4G base station equipment orders will all use the Ericsson core network and base station equipment. The estimated benefit will be revealed in the second half of the year.
ZTE expects net profit attributable to shareholders of listed companies in the first half of the year to be 1 billion yuan to 1.15 billion yuan, up 222.57% to 270.96% year-on-year. Some institutions expect that the capital expenditure of the three major operators is expected to increase by about 14% in 2014. ZTE will obviously benefit from this.
Intelligent transmission network provider Infinera's Q214 GAAP sales revenue was 165.4 million US dollars, up 15.8% from the previous month and up 19.5% year-on-year; GAAP gross margin was 42.5%, up 1.6% from the previous month and up 5.2% from the same period last year. Infinera's shipments of 100G ports in the second quarter also set a new record, suggesting that the Metro 100G product will be launched soon.
Since the domestic 4G has been in operation for half a year, it has initially revealed the reshuffle effect on the global communication equipment market. The former five major manufacturers will eventually become duopoly competition. Will everyone be at risk?
Operating industry: always making money
The eternal iron law of the global operation industry is always making money, and the business is determined not to do it! This can be seen in the financial reports of global operators. Although China's three major operators have not yet announced the Q214 financial report, but can imagine "the hundred insects, die but not stiff", still earning a lot of money. This will be verified in the future. The following is an excerpt of some operators' operations that have announced their first-half results.
France's largest telecom operator, Orange, had a capital expenditure of 2.501 billion euros in the first half of 2014 (capital expenditure/sales revenue = 12.8%), an increase of 3.1% year-on-year. Among them, Orange's investment in 4G (investment increased by 92 million euros), FTTH (investment increased by 62 million euros) and high-speed networks such as VDSL increased by 64% year-on-year.
In the first half of this year, UAE Telecom's consolidated revenue reached Dh2.2 billion (approximately RMB 38 billion) and net profit was Dh4.5 billion (approximately RMB 7.604 billion), representing a year-on-year increase of 19%.
AT&T Q214 revenue was $32.6 billion, up 1.6% year-on-year; net profit was $3.5 billion, down 7% year-on-year. AT&T also expects total revenue to grow by around 5% for the full year, and the total profit margin will remain stable.
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