Analysis Of The Current Status Of The Global Optical Device Market

- Nov 07, 2019-

Analysis of the current status of the global optical device market

4.1 In the first three quarters of 2019, the overseas listed optical device revenue increased by 1%.
4.2 The average gross profit margin of foreign listed optical device manufacturers maintained 29%
4.3 Foreign listed optical device manufacturers continue to suffer losses
4.4 In the first half of the year, the revenue of listed optical devices in mainland China fell by 4%.
4.5 2019, the first three quarters of Taiwan's optical communications plant revenue fell 5.7% year-on-year
4.6 Q319 Optical Device Business Other News

In the first three quarters of 2019, foreign listed optical devices revenue increased by 1%

Analysis of the current status of the global optical device market

According to various vendors' financial forecasts and analyst forecasts, 2019
In the first three quarters of the year, foreign major listed optical devices and
The overall sales revenue of module makers increased by 1% year-on-year.
II-VI, Acacia, NeoPhotonics first three seasons
Year-on-year growth in revenue, with Acacia
Resumption of sales to ZTE, an increase of up to 43%.
Lumentum, Finisar and AOI fell year-on-year
, Lumentum merges with Oclaro and sells
After some business, the scale is smaller than the former two
And, AOI is weak due to ultra-large-scale DC customer demand
And the performance has fallen sharply.

The average gross profit margin of foreign listed optical device manufacturers maintained 29%

Analysis of the current status of the global optical device market

The average gross profit margin of Q219 foreign listed optical device manufacturers was 29%, which was the same as the previous quarter.
Lumentum continued to maintain its low gross profit margin due to factors such as the acquisition of Oclaro's restructuring expenses, amortization of intangible assets and impairment. AOI was due to the fact that revenue has not recovered and gross profit margin has fallen sharply year-on-year.

Taiwan's optical communications plant revenue in the first three quarters of 2019 fell 5.7% year-on-year

Analysis of the current status of the global optical device market

According to ICCSZ statistics, in the first three quarters of 2019, the total revenue of 10 Taiwan listed/storage companies in the above chart was NT$11.198 billion, down 5.7% from NT$12.082 billion in the same period in 2018.
5G is still the focus of the future. Although the first half of the year was affected by the Sino-US trade war and Huawei ban, some customers' demand was slightly delayed. However, with the 5G scale and demand increase, it is expected that the demand for 5G, data center and silicon light products will gradually increase in the second half of the year. Stabilization will push up the growth momentum of optical communications and passive components. Various manufacturers also revealed that the performance in the second half is expected to be better than the first half.



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