Infinera uye maviri mamwe madzishe anowanzo kufuratirwa masheya anofanirwa kunge ari techform internet ari kutsvaga kukosha.
Kunetseka pamusoro pekukura kweBond anodzoka, yepamusoro mapopu emusika anofungidzira achangobva kutsamwisa migove yakawanda yemakambani ehunyanzvi uye kutenderera mumatanho anodhura.
Asi panzvimbo pekuvhunduka uye reset kusimudzira kwese kweTekinoroji, vagadziri vemari vanofanira kushandura mweya uye kuona imwe nzira yakachipa mune iyi chikamu chinodhura. Nhasi isu ticha tarisa makambani matatu akawandisa akafuratira anokwanisa kukura, anotengeswa neyakaderera p / e coefficient uye anogona kutengwa mune isingasviki madhora makumi maviri.
1. Infinera Corporation
Infinera Corporation Zvigadzirwa (Nasdaq: Infn) Bvumira mashandiro ekutaurirana kuti awedzere bandwidth yemaswork yavo yazvino pasina kuiswa fiber. Izvi zvinowanikwa nekuparadzanisa zviratidzo zviripo pane imwe yekuwedzera wavelengths.
Fiber Optic Networks yechizvarwa chazvino chinotapudza data pakumhanya kwezana zana kusvika mazana maviri eGB / svuhwe refu uye nekumhanya kwe400 kusvika 600 GB / s yerudzi rwakapfupika. Vazhinji vanopa vashandi vevashandi parizvino vakaedzwa ne 800g kubatana.
Infinera, Ciena (Nyese: Cien) uye Huawei vatambi vatatu vanotungamira mumusika 800g. Asi "Zvinyorwa zvitema" uye masistions haatenderi vashandisi vazhinji kutenga zvigadzirwa zveHuawei, izvo zvinosiya infinera uye ciena nesarudzo dzakanakisa dzekusarudza kunze kweChina.
Vazhinji vatakuri havadi kutarisa pane imwe kambani, saka ivo vanozonyanya kugovana zvibvumirano zvavo 800g pakati peInje uye Ciena. Infineura ichangobva kuunza mushumo wakasanganiswa wekota yechina, iyo isina kusangana nezvinotarisirwa kuongorora pane mari yegore, apo kambani ichatanga kuburitsa zvigadzirwa zvaro 800G ice6.
Mugore ra2020 remari, infinera mari yakawedzera ne3% nekurasikirwa kudiki kwakachena. Asi mugore ra2021 remari, vaongorori vanotarisira kuti mari yake ikure ne5% nekudzoka kune purofiti. Zvichienderana neiyi fungidziro, infinera iri kutengeserana ine 22-peta purofiti uye 1,2 fold yekutengesa gore rino, iyo yakaderera fungidziro yekugovera migumisiro yeiyo cyclic.
2. Ericsson.
Ericsson (NASDAQ: Eric) - Iyo yechitatu yakakura mugadziri yemidziyo yefoni mushure meHuawei uye Nokia (NOK) NOK). Makambani ese matatu ari kubatsira vashandisi kuti vawedzere mukana wavo mutsva 5G, asi Ericsson zvimwe zvine simba kupfuura vaviri vevakwikwidzi vavo vakwikwidzi nekuda kwezvikonzero zvakati wandei.
Iyo Huawei Bhizinesi re5G zvishandiso zviri kutarisana ne "nhema nhema" uye zvirongwa zvinokonzeresa zvinokuvadza kune 800G bhizinesi. Zvichakadaro, kuwanikwa kweiyo alcatel luccent (ndeye: ALCL) Nokia yegumi nemakumi mairi 16,6 mabhiriyoni emadhora akaisirwa zvakanyanya pakudzora mari. Nekuda kweizvozvo, iyo kambani yaive ichipera kuseri kweHuawei uye Ericsson pakudyara mu5g uye uchiri kunetseka nemigumisiro iyi.
Nokia yakarasikirwa nezvimwe zvibvumirano zvikuru zve5G muChina nekuda kweHondo yekutengeserana uye yakamiswa mubhadharo wekukamura kusunungura mari yakawanda yekudyara kwavo mu 5G. Director weNokia General Rajiv Suri akasara zvakare gore rapfuura.
Kuti uenzanise: Ericsson akachengeta zvibvumirano zvaro muChina, akaramba achibhadhara zvakadarika uye haana kuchinja director rakapinza mukati medambudziko risingaenzaniswi.
Gore rino, vaongorori vanotarisira kuti mari yeEricsson uye purofiti inowedzera ne15% uye 16%, zvichiteerana, sekambani inobatsira zvimwe zvigadzirwa zveHuawei uye matambudziko neNokia. Aya ndiwo mimwe chivimbo chekuremerwa kwemasheya, ayo anotengeswa ne purofiti 14 nguva zvimwe. Ericsson anobhadhara zvakare akanaka chikumbiro che1,7%.
3. LG Ratidza
LG Ratidza (NYS: LPL) ndeimwe yenyika yakakura yeLCD yeLCD uye yakadarika mapalendi Vagadziri. Rondedzero refu yeiyo South Korea yekambani yeSouth Korea inosanganisira Apple (NASDAQ: AAPL) uye Huawei, uye iyo Main Makwikwi is Samsung (KS: 005930).
LG Ratidza Kutambura NeSimbe Kutengesa kweSmartphones neTerevhizheni muna 2019. Zvakangodaro, mari yemhando yekambani yakawedzera ne3% muna 2020, sezvo nzira dzekusvika pamhepo dzakatungamira mukukwira mumitengo yemapani matsva ePC monitors, nharembozha uye terevhizheni. MaApple Orders akakurudzira zvakare, sezvo hofori yehunyanzvi yakawedzera kugadzirwa kweiyo iPhone 12 - Yake yekutanga mhuri ye5g zvishandiso.
Zvinotonyanya kukosha, LG akaratidza purofiti yemambure muchikamu chechitatu cha2020, icho chaive chekutanga chifuro chematunhu manomwe, ndokugara muchikamu chechina. Iyo kambani yakatsanangura kukura uku kumitengo yakakwira yemusika uye yakazara-chiyero kugadzirwa kwemasokisi akadyarwa pafekitori itsyowani muGuangzhou, iyo zvakanyanya kuwedzera mhedzisiro yechiyero.
Wall Street inotarisira iyo LG Ratidza mari yekuchera ichakura ne14% uye ichaunza purofiti kwegore. Zvichienderana nekufungidzira uku, masheya anotengeswa ane isingasviki gumi-peta purofiti.
Kubuda
Vagadziri vemari havafanire kufunga nezve "zvakachipa" chete pahwaro hwemitengo yavo - izvi tinoda mitengo yemitengo nemitengo yekutengesa. Asi kana iwe uchitsvaga migove pamutengo wakaderera uri nyore kutenga mijenya, uye isinganzwisisike, aya manhamba matatu anofanira kuzadzisa zvese zvinodiwa.
Verenga zvinyorwa zvepakutanga pane: mari.com