In the epidemic, Huawei Ericsson’s Q1 growth will increase the next match point and aim at China’s 5G

In the epidemic, Huawei Ericsson’s Q1 growth will increase the next match point and aim at China’s 5G
Huawei and Ericsson, the two giants of global communications manufacturers, released their first quarter results this week.The new and widespread coronavirus epidemic has affected the performance of other companies.With China Mobile launching the disclosure of bidding information for the centralized procurement of 5G Phase II wireless main equipment in 2020 in early March, the market focus is on China.The CEO of Ericsson is competent and the new crown epidemic further complements the necessity of investing in communications infrastructure at all national levels. Once the pandemic is over, this is definitely a way to help restart the economy.Under the epidemic, the sales of both giants are expected to April 21, Huawei disclosed that in the first quarter, it achieved sales revenue of 182.2 billion yuan, and an increase of 1.4%.The company publicly released specific sales details of smartphones and telecommunications equipment.Zhang Jiangang, Huawei’s vice president in London, said that the increase has slowed down, which is also a strong performance achieved under the influence of the entity list and coronavirus.Facing 2020, Huawei ‘s rotating chairman Xu Zhijun said at the communication meeting that it was Huawei ‘s most difficult year.Although its 5G deployment in China is on track, due to the spread of the new coronavirus epidemic in Europe, the progress of this part of the market will be replaced.On April 22, Ericsson released the first quarter of 2020 financial performance report, with a net value of 49.8 billion Swedish kronor (about 34.9 billion yuan), an increase of 1.8%, after adjusting for comparable units and currencies, the excess fell by 2%; the net profit was 21.56 billion Swedish kronor, a decrease of 6 per year.9%.However, the company’s gross profit growth has reached 40.4%, the highest ever.The reason behind this is that R & D investment has improved gross profit margin. Ericsson has focused on 5G and artificial intelligence intervention, and R & D expenditure has increased by SEK 2 billion per year.At the analyst meeting, Bao Yikang said that the increase in R & D investment is focused on the returns that strategy is making, and more importantly, the market is being won through technology.”Through communication infrastructure is the pillar of all areas of society, the new coronary disease further increases the necessity of investing in communication infrastructure at all national levels,” Bao Yikang said at an analyst meeting.Ways “.For the next three quarters, Bao Yikang believes that due to the uncertainty of the epidemic, the second quarter will be slightly weaker.However, in the past two years, Ericsson has built more buffer stocks and reduced its impact on the supply chain. It is now playing a role in this outbreak.5G contracts: Huawei has more than 90 and Ericsson 86. At the same time, both Huawei and Ericsson have disclosed the progress of new 5G commercial contracts.Zhang Jiangang said that Huawei has won 90 contracts, and this number has been growing in the past year.As more and more people work from home and use video conferencing technology more, the new coronavirus pandemic has led to a surge in data usage. Huawei is working closely with telecom operators to ensure stable network operations.Ericsson revealed that as of the end of the first quarter, 86 commercial 5G contracts have been signed and 29 commercial live networks have been delivered, but there are actually 31 commercial live networks now, and this is data that changes every day.For Ericsson, its progress in the Chinese market is affecting global business, the growth rate of the European market, and the uncertainty of the merger of US operators, to some extent hindered the business, but China is accelerating investment.On March 6, Tianfeng Securities released a research report showing that 2020 is the first year of large-scale 5G construction in China. It is expected that 2021-2023 will enter the peak construction period.On the same day, China Mobile launched the centralized procurement of 5G Phase II wireless main equipment. At that time, it was disclosed that 28 provincial companies except Beijing, Tianjin and Shanghai had issued bids, totaling 23.20,000 5G base stations.It is estimated by the outside world that the three municipalities, including Beijing, collect on average1.50,000 to 20,000, the total plate can be up to 290,000.In addition, China Unicom and China Telecom have clearly proposed to complete the construction of 250,000 5G base stations by the third quarter.The market cake has been delineated.Analysts believe that in this round of construction cycle, the highest point of income of Chinese equipment manufacturers is expected to be in 2023.For Ericsson, the Chinese market is also a high-profile regional market.In the face of analysts ‘doubts, Ericsson ‘s President and CEO Bao Yikang stated that China ‘s deployment requires advance booking and payment of fees. The entire contract was initially replaced, but when the operators ended their bidding, the profit of the entire contract increasedof.In the face of China Mobile ‘s allocation of 5G RAN (Radio Access Network) shares, Bao Yikang said that Ericsson expects other major telecom operators to make a decision to allocate the market share of the reserve price this month (April).The second quarter begins.It hopes to improve its second-quarter performance through continuous operations.In addition to the Chinese market, with the merger of Sprint and T-Moblie and the addition of At & t and Verizon, US telecommunications operators’ spending on 5G may also increase in 2020.Bao Yikang believes that the merger will eliminate uncertainty, but this will not take further action until the second half of the year.But for Huawei, it said in its first-quarter performance statement, “Every seed that has survived suffering will bloom in hope.”Sauna, Night Net Editor Liang Chen Xu Chao Proofreading Li Ming

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