Telecoms ♦ news digest


sector surged in the first three months of 2011 as analysts predicted strong growth.


However, over the last month valuations have slipped following weak outlooks from many industry heavyweights. The Bedford Report examines the Optical Components Industry and provides research reports on JDS Uniphase Corporation and Oclaro.


JDS Uniphase, who saw its share price surge more than 40 % in the first quarter, is a leading provider of communications test solutions and optical products to telecom carriers, cable operators, and network equipment manufacturers. Tom Waechter, JDSU’s President and Chief Executive Officer, says this is an “exciting time” as the company’s innovation engine and pipeline for new products is robust.


JDSU is set to report fiscal third quarter earnings after market close on Wednesday. For the third quarter ended April 2, 2011, the Company expects non-GAAP net revenue to be in the range of $440 to $460 million.


Last Thursday, Oclaro reported a fiscal third-quarter loss of 8 cents a share -- well below the profit of 6 cents a share analysts on average expected. Oclaro CEO Alain Couder says that he expects the slowdown to continue through the upcoming fiscal fourth quarter, but explains that planned new products “are expected to provide revenue growth and gross margin traction in the second half of the calendar year.”


Apple leapfrogs ZTE to 4th position in handset shipments


Strategy Analytics recent report says that some brands outperformed, such as Apple and ZTE, while others underperformed, such as LG and Nokia.


According to the latest research from Strategy Analytics, global handset shipments grew 17 % annually to reach 350 million units in the first quarter of 2011. Apple captured fourth place in global handset shipments, rising from sixth position a year earlier and overtaking rival ZTE.


October 2011 www.compoundsemiconductor.net 103


Alex Spektor, Senior Analyst at Strategy Analytics, said, “Global handset shipments grew 17 % annually to reach 350 million units in Q1 2011. Apple was a star performer during the quarter, as it shipped a record 18.6 million handsets, captured fourth place in global shipments and overtook rival ZTE.”


Neil Mawston, Director at Strategy Analytics, added, “It was a mixed quarter for the world’s major handset vendors. Some brands outperformed, such as Apple and ZTE, while others underperformed, such as LG and Nokia. LG lost ground due to sluggish feature phone volumes, while Nokia continued to struggle in 3G smartphones and the important United States market.”


Other findings from the research included in the report “Apple Overtakes ZTE for 4th Position in Global Handset Shipments in Q1 2011” include Samsung shipping 68.9 million handsets worldwide during the first quarter of 2011, rising a relatively sluggish 7% from 64.3 million units a year earlier. Its global handset marketshare has dipped from 22% to 20% over the past year, due to rising competition in 2G and 3G touchphone markets.


Also, global handset shipments grew 17% annually and reached 350 million units in Q1 2011, driven by surging smartphones in mature regions and popular multi-SIM models in emerging markets. This year will be the first year ever when every quarter will exceed 300 million units.


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