Abstract
Background
This report analyzes the second quarter 2008 financial results of six OEMs
within the wireless infrastructure equipment sector: Alcatel-Lucent, Ericsson,
Motorola, Nokia Siemens Networks, Nortel Networks and ZTE. We have also
included a non-financial update for Huawei Technologies.
A complete analysis of wireless infrastructure contract awards by OEM is
available from our BTSCON series of quarterly and annual reports. In addition,
a complete market share analysis and forecast of base stations (BTS) and BTS
transceivers (TRx) is also available.
Second Quarter 2008 Financials
With the second quarter of 208 now over, we analyze how well the major
wireless infrastructure OEMs performed.
This analysis covers the following wireless OEMs:
- Alcatel-Lucent
- Ericsson
- Motorola
- Nokia Siemens Networks
- Nortel Networks
- ZTE
Segmented Financials-Wireless Only
While both Alcatel-Lucent and Nortel Networks break out their wireless carrier
infrastructure revenues, Ericsson, Motorola and Nokia Siemens Networks do not.
We have made estimates for what we believe to be are the representative of
their wireless-only revenues. ZTE breaks out semi annual and annual wireless
carrier infrastructure revenues.
Revenues converted to USD for these six OEMs totaled USD $13.8 billion in the
second quarter of 2008, up 14.5% year over year when compared with revenues of
USD $12.1 billion for the second quarter of 2007. Second quarter 2008 revenues
were up 9.9% sequentially from revenues of USD $12.6 billion.
Table of Contents
- MARKET RESEARCH BRIEF
- Background
- Second Quarter 2008 Financials
- Alcatel-Lucent
- Ericsson
- Huawei Technologies
- Motorola
- Nokia Siemens Networks
- Nortel Networks
- ZTE
- Bottom Line Analysis
EXHIBITS
- Exhibit 1: Second Quarter 2008 OEM Wireless Only Revenues (Millions of
Dollars)
- Exhibit 2: Second Quarter 2008 vs. 2007 Wireless Only Revenues (Millions
of Dollars)
- Exhibit 3: OEM Wireless Only Revenues. Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 4: Second Quarter 2008 vs. 2007 Wireless Only Revenues by OEM
(Millions of Dollars)
- Exhibit 5: OEM Wireless Only Revenue Market Share, Q2 08
- Exhibit 6: First Half 2008 OEM Wireless Only Revenues (Millions of Dollars)
- Exhibit 7: Alcatel-Lucent Wireless Revenues Q2 07 - Q2 08 (Millions of
Euros/Dollars)
- Exhibit 8: Ericsson Network Revenues Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 9: Ericsson Network Revenues Q2 07 - Q2 08 (SEK Million)
- Exhibit 10: Ericsson Network Revenues by Geography Q2 08 (Millions of
Dollars)
- Exhibit 11: Motorola Wireless Infrastructure Revenues Q2 07 - Q2 08
(Millions of Dollars)
- Exhibit 12: Nokia Siemens Networks Revenues Q2 07 - Q2 08 (Millions of
EUR/Dollars)
- Exhibit 13: Nokia Siemens Networks Wireless Revenues Q2 07 - Q2 08
(Millions of Dollars)
- Exhibit 14: Nokia Siemens Networks Revenues by Geography Q2 08 (Millions
of Dollars)
- Exhibit 15: Nortel Networks Wireless Revenues Q2 07 - Q2 08 (Millions of
Dollars)
- Exhibit 16: Nortel Networks Wireless Revenues CDMA vs. GSM/UMTS Q2 07 -
Q2 08 (Millions of Dollars)
- Exhibit 17: Nortel Networks Wireless Revenues CDMA vs. GSM/UMTS Q2 08
(Millions of Dollars)
- Exhibit 18: ZTE Wireless Revenues Q2 07 - Q2 08 (Millions of RMB)
- Exhibit 19: ZTE Wireless Revenues Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 20: USD vs. EUR Currency Conversion Rates, Jan-Jul
- Exhibit 21: Second Quarter 2008 OEM Wireless Only Revenues, in Constant
Currency (Millions)
- Exhibit 22: First Half 2008 OEM Wireless Only Revenues, in Constant
Currency (Millions)
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