Time flies so fast, blink of an eye 2017 has passed a half. Looking back over the first half of the 2017, digital transformation, cloud, Internet of things, 5G, etc., as the first half of this year in the entire ICT industry, the highest rate of several major keywords. And behind a new round of industrial change, and ultimately, several major communications equipment manufacturers to vigorously promote.
After the reorganization, mergers and acquisitions, transformation and other times after the Ebb Tide, the current left the four major communications equipment manufacturers - Huawei, Ericsson, Nokia, ZTE, how are they now life? Let us from the recent release of the four major communications equipment manufacturers in the first half of 2017 performance report to find out.
Huawei: slowdown, but still lead
Compared to 40% of revenue growth over the same period last year, Huawei's revenue growth in the first half of 2017 also began to slow down, operating margin also declined slightly. But in the whole market is relatively depressed environment, Huawei's first half of the income is still throwing off several competitors, once again outperform the market.
Huawei achieved sales revenue of RMB283.1 billion (US $ 41.8 billion) in the first half of 2017, representing an increase of 15% and operating profit margin of 11.5% over the same period of last year. The three business areas achieved steady growth.
Huawei is helping the global operators to continue to promote the digital transformation of the whole industry in the operator's market. The business solutions help operators reduce the cost of end-to-end network construction, lead the 5G cooperation innovation and 4.5G continuous Evolution, to seize the video, B2B, Internet of Things and other major opportunities to help operators build a full cloud network, to stimulate the potential of the network, the common value towards the new growth path.
Enterprise business, Huawei adhere to create an open, flexible, flexible and secure ICT platform, and more and more industry-leading customers choose for digital transformation partners, Huawei cloud computing, comprehensive cloud network, enterprise wireless, Internet of things, large Data, storage and servers and other innovative products and solutions in the government, finance, electricity, transportation, manufacturing and other industries, especially in the field of safe city has been very widely used.
Compared with competitors, Huawei not only has a terminal business, and sustained high growth. In the first half of 2017, Huawei's sales revenue reached 105.4 billion yuan, the first time exceeded 100 billion mark, an increase of 36.2% in the first half of Huawei's overall revenue in the proportion increased to 37% for Huawei's first half income continued to grow 2017 in the first half, Huawei smartphone shipments reached 73.01 million units, an increase of 20.6%.
Perhaps, in some of the technical areas of segmentation, Huawei will still face strong competition from many competitors; but from the market and the overall revenue point of view, Huawei has opened the distance with the other three equipment manufacturers, and even can be said that the overall income Aspects and competitors have not the same volume.
Of course, in the industry gradually scored no man's land of Huawei, the future in how to maintain sustained growth on the road is bound to face many challenges. Huawei said it was pursuing major innovation with strategic patience and great investment, and should shoulder the responsibility of establishing the guiding theory. At the same time, we will do more links and hold large pipelines to enable industry digitization as the key strategy for future intelligent society development. Huawei will adhere to the pipeline strategy, focusing on ICT infrastructure, to create value for customers, to achieve quality growth.
Ericsson: Can the future consider "weight gain" to strengthen confrontation?
And Huawei large and complete product line, performance triumphant trend compared to the century-old Ericsson's day is not easy.
Ericsson gained Rmb96.3bn (about $ 11.6bn) in the first half of 2017, with a loss of nearly $ 1.45 billion and an operating margin of 7 percent. According to the semi-annual report, Ericsson's revenue has been Nokia's catch-up to third place.
Among them, the second quarter of 2017, Ericsson achieved revenue of 499.9 million kronor (about 6.04 billion US dollars), down 7.8%; net loss of 121 million US dollars, compared with 190 million US dollars last year net profit year on year loss, which is Ericsson has been losing money for the fourth consecutive quarter since its first loss in the third quarter of last year.
"We are dissatisfied with the company's continued decline in revenue and the loss," said Borje Ekholm, president and chief executive officer of Ericsson. "Taking into account the current market situation, we will speed up the plan to cut back on spending," said Borje Ekholm, president and chief executive officer of Ericsson. "
Earlier this year, Bao Yikang officially became CEO of Ericsson. Under the leadership of Bao Yikang, Ericsson has slashed its spending and cut off some expansion projects, putting the energy into Ericsson's core network equipment business.
In fact, in recent years, Ericsson's transformation strategy is mainly to "do subtraction", for example, has stripped the terminal, chip and other business, and strive to transition in the process of light to battle. But from the actual effect, the older the product line, the more robust Huawei in the market competition has an end-to-end product line cross advantage, and Ericsson in the confrontation with competitors is slightly thin.
Ericsson is a leader in the global mobile communications market as a wireless giants, but in terms of optical transmission, IP equipment, backhaul equipment, fixed broadband networks, and so on, Ericsson is still a leader in the global mobile communications market. Need to fill the short board, and strive to cover the traditional operators of the market more business scenes. Especially in the big T market outside, Ericsson also need in the enterprise and industry market to achieve a real breakthrough.
In March of this year, Ericsson once again announced the reorganization of its business and leadership team, simplifying the company's organizational structure and appointing a new executive leadership team. After the reorganization, Ericsson's new business organization will be network, digital business and management services composed of three major business areas. The media business will assume two independent business units: Ericsson radio and media services, Ericsson media solutions. Ericsson will implement a highly focused business development strategy with a view to revitalizing technology and market leadership, improving the Group's profitability and helping customers succeed.
According to Bao Yi Kang is expected, Ericsson performance will stabilize in 2018, when the company operating profit will rise to 12%. From the current development situation, Ericsson in 5G research and development and continue to invest in the industry-leading position, while in the Internet of things with the world's leading operators to actively cooperate. These new technologies and new business when to make a substantial contribution to the performance of Ericsson still need to wait and see.
ZTE: return to the steady growth track
Also as a device from China, ZTE's performance in the first half is also very beautiful. ZTE achieved revenue of RMB4.411 billion (US $ 8 billion) in the first half of 2017, an increase of 13.09% compared with the same period of last year. Operating profit was RMB3,344 million, an increase of 564.83% and net profit of RMB2,294 million, an increase of 29.85%.
ZTE wireless, cable and terminal three lines of business are growing. In ZTE's view, the reason for the increase in performance is that the operator's network, the domestic operators in the 4G project transmission and access system of continuous investment, wireless communications and fixed and bearer system operating income and gross profit growth; Business, with the overseas market development, mobile phone products, operating income and gross profit growth. Under the combined influence of these factors, the first half of the year the company achieved a double increase in operating income and gross profit.
At present, ZTE's compelling 5G bearing products represent the future growth space, the current growth is mainly ultra-wideband and broadband access areas, in addition to cloud computing and other emerging business also dazzling performance.
So many people did not expect is that the industry has been bad luck ZTE terminal business this time also made a contribution. It is reported that the first half of 2017, ZTE mobile phone business with overseas markets continued to expand, to achieve operating income and gross profit double upgrade.
According to the semi-annual report, ZTE is currently ranked fourth in the world's four major communications equipment manufacturers, and with Nokia, Ericsson's gap gradually narrowed.
Analysts believe that with the US Department of Commerce reached a settlement, ZTE business development back to the steady growth of the track. In the future, with the 5G network gradually to commercial, is expected to bring a new round of communications infrastructure investment, and ZTE as one of the major manufacturers of 5G, will also have better performance.
Nokia: profitability gradually stable
After several restructuring and reorganization, Nokia's performance gradually began to sound. Nokia's revenue in the first half of 2017 (about 12.9 billion US dollars); operating profit of 574 million euros (about 674 million US dollars), an increase of 73%; operating margin of 8.2%, has leapt to the world's second largest communications Equipment manufacturers
The Among them, the second quarter of 2017, by the ultra-wideband network business, Nokia communications net sales fell 5%. In the overall ultra-wideband network business, strong performance in the first quarter of the mobile network business in the second quarter decline, fixed network business compared to the first quarter slowdown has slowed. In the IP network and application business, IP / optical network business compared to the first quarter slowdown has slowed down, application and analysis business is to achieve growth, global service business net sales year on year basically flat.
Unlike the decline in communications sales, Nokia's net sales in the second quarter grew 90% year-on-year, thanks to the newly signed license agreement in the second quarter of 2017 and the expanded license agreement for the third quarter of 2016, net sales An increase of 175 million euros over the same period last year.
In the Greater China region, the second quarter of 2017, Nokia Communications a number of business development have achieved a full range of double-digit growth, the overall net sales reached 627 million euros, compared to the previous quarter rose 13%. Among them, the establishment of Shanghai Nokia Bell Co., Ltd., will continue to Nokia in the Chinese market development to provide important performance support.
In this regard, Nokia President and CEO Su Li (Rajeev Suri) said that the entire Nokia team to show a stable profitability, I am satisfied with this.