According to the China Mobile Purchasing and Bidding Network announced on July 16, in China Mobile's 2018 GPON equipment centralized procurement (Bid 2, Bid 3), ZTE appeared as the first successful bidder, the bid price was 487 million yuan respectively. And 33.232 million yuan, of which the bidding section of the second bid of ZTE is not less than 70%.
Specifically, in the bidding section 2 'OLT equipment, XG-PON MDU equipment and smart home gateway equipment', ZTE has a share of not less than 70%, and the bid price is 4.8658 billion yuan (excluding tax). More than 30% share. In the tender three 'OLT equipment, XGS-PON smart home gateway equipment', ZTE obtained the full share, the bid price was 33.23 million yuan.
According to China Mobile's previous announcement, in the company's 2016 GPON HGU equipment centralized procurement, FiberHome's winning bids ranked first, reaching 32%, Huawei, Shanghai Bell, and ZTE were 26%, 23% and 19% respectively. In China Mobile's centralized procurement of GPON SFU equipment from 2015 to 2016, Huawei won the first place in the share of the company, reaching 27.78%, followed by 22.22% for FiberHome Communications, 19.44% for Shanghai Bell, and 16.67% for Riscomda. 13.89%.
For the China National Mobile announced the ZTE share orders, Bloomberg quoted people familiar with the matter, saying that this is because the Chinese government encourages China's three major operators to provide more orders to ZTE.
Public information, at 12:58 on July 13th, the US Department of Commerce officially terminated the refusal order issued to ZTE on April 15. Within a few hours after the ban, ZTE officially launched various work and quickly resumed. Global business. According to media reports, since the evening of July 13, ZTE employees have arrived at work, and ZTE’s terminal business line has issued the world’s first order.
This means that after more than three months of twists and turns, ZTE has regained its vitality, but the three-month break is undoubtedly a serious loss for ZTE. Next, it will face a series of new problems. Calling it 'the road ahead is still difficult.'
At the end of June, it was reported that due to the delay in the lifting of the ban, the largest mobile operator in Italy, Wind Tre SpA, officially terminated the 5G supply contract with ZTE, with a contract value of 600 million euros. It is understood that except this Projects, ZTE's many projects in various countries around the world have different levels of negative problems. In a recent report on Huawei, Xu Zhijun, the chairman of Huawei's rotating company, hinted that ZTE's customers have taken the initiative to contact Huawei.
In addition to the loss of the project, 'labor shortage' is also a big test for ZTE. Bloomberg quoted people familiar with the matter. At present, ZTE is trying to mobilize more workers to return to work, but from the actual situation, short time Within, ZTE is hard to convince thousands of people from far-off provinces to return to where they used to work. As for the specific figures, people familiar with the matter said that more than three-quarters of ZTE’s workers returned home after ZTE’s business was interrupted. It is difficult to recall from the ZTE base to the hometown. It is reported that as of Sunday, ZTE's assembly plants in Shenzhen and Changsha have started, but the number of employees on the production line is less than half of the normal production.
In the first quarter before the ban, ZTE's net profit increased by 39% year-on-year to 1.687 billion yuan. It has achieved contrarian growth in the industry's sluggish environment. Some media believe that this shows that ZTE has accumulated long-term investment in R&D. It has strong market competitiveness and won the recognition of customers. However, the 89-day ban has had a serious economic impact on ZTE. On July 13, ZTE released its first half of 2018 performance forecast. The half-year loss was 7 billion to 9 billion yuan.
In any case, the large order from China Mobile, which is worth hundreds of millions of yuan, is undoubtedly a 'snow in the snow' for ZTE, which has been suspended for nearly three months. It also gives ZTE greater hope. In the global environment of information technology globalization Under the control of the core technology, we can have a greater voice. I believe that this ban will also make ZTE deeply aware of this, just as ZTE officially posted it. of Large poster: painful thinking, and then journey.
