A made-in-China problem is hurting telecom-equipment makers. Investors in smartphones and network equipment companies should listen carefully.
一个中国制造的问题正在伤害全球电信设备制造商。持有智能手机和网络设备制造商股票的投资者要注意了。
Ericsson, the biggest telecom-equipment maker by market share, saw second-quarter profits fall 63% from a year earlier. Alcatel-Lucent said it will miss its 2012 profit target and China's ZTE warned first-half profits could be down 60% to 80%.
按市场份额计算,全球最大的电信设备制造商爱立信(Ericsson)二季度利润同比下滑63%。阿尔卡特朗讯(Alcatel-Lucent)表示将无法实现2012年的利润目标。中国的中兴通讯股份有限公司(ZTE, 简称:中兴通讯)发布盈利预警,称上半年利润可能下滑60%至80%。
The disruptive force of China's Huawei is a big factor. The company's rapid rise岸from obscurity a decade ago to the second-biggest company in the sector now岸has been built on less-expensive equipment that requires cheaper and less-frequent upgrades. Huawei's profits soared to almost $4 billion at their peak in 2010 from $384 million in 2003.
中国华为技术有限公司(Huawei)产生的破坏性力量是导致上述现象的一大因素。华为的迅速崛起是构筑在该公司生产的那些相对便宜的设备上的。相对而言,这些设备不需要频繁升级,且升级成本较低。华为的利润从2003年的3.84亿美元迅速飙升至2010年高峰期的近40亿美元,而十年前华为还只是一家默默无闻的企业,如今它已经成为全球第二大电信设备制造商。
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