China accelerated the pace of China Netcom's construction and deployment. After the Lunar New Year, China Unicom released the specifications of Netcom's standardization. The three major telecommunications operators announced the new year's bids in April. The company established an alliance between the two sides of the Taiwan Strait and made China Netcom standard WiFi chips. , It is expected that shipment volume will begin in June, and shipments will be expected to be shipped all the way to the third quarter. The product structure of shipments will also be adjusted in the second half of the year. The proportion of products with high gross profit margin will increase; Switch will reduce the cost and supply it to Chinese customers. Overall gross margin performance, the increase in the proportion of new orders received FEM, is expected to quickly increase revenue growth.
Recently, ZTE Corporation, a Chinese telecommunications equipment and smart phone factory, has been sponsored by the US Department of Commerce to issue export bans. US companies cannot sell any component to ZTE for the next seven years. Qualcomm and Bo will greatly influence ZTE's chip supply. It was pointed out that the U.S. ban would push ZTE to start seeking Taiwan-related chip supply, and that it would be a great beneficiary to build a WiFi chip.