Investment in the global telecommunications industry into the downstream channel, its time to invest in LED lighting industry

Side is the rapid growth of LED lighting product shipments, especially China’s LED lighting products, LED streetlights, LED downlight. Side is weak profit growth of the telecom operators and even decline, with the continued development of the global economic crisis, from the U.S. subprime mortgage crisis to the European sovereign debt crisis, the long-term impact of the economic downturn of the telecommunications LED lighting industry began to highlight, while the LED lighting industry is growing .

According to media on February 10, Nokia has plans to lay off 4,000 people, the main region is the institutions of the services in Europe and North America market operators, customers, staff positions in the customization of intelligent machines; Alcatel-Lucent, may also be sought through the layoffs and job re- manner of distributing burdens in Europe 1800, coincidentally, Ericsson fell 73 percent in net profit in the fourth quarter of last year, its CEO said in an interview, a huge pressure to cut costs, the industry’s interpretation does not rule out Ericsson may layoffs possible.

Sale to Sony Ericsson’s shares, I am afraid that Ericsson to cut costs, measures of last resort for the winter, the LED lighting industry, spring has arrived.

In addition to seemingly a prosperous Chinese LED lighting industry, major foreign telecommunications equipment manufacturers have begun or plan to lay off winter. This is indeed worrying.

Naturally, the performance downturn, there is intense competition from China Telecom equipment manufacturers, but the global telecommunications industry into the bottleneck, as well as the economic downturn is the fundamental reason. Of course, not including the LED lighting industry.

European telecom operators capital spending in 2011 compared to 2010 increased slightly, but its revenues are down, according to the annual report of the European Telecommunications Network Operators’ Association: European operators in the region in 2011 capital expenditures increased by about 5 percent to 46.7 billion euros ($ 59.6 billion), telecommunications services revenue fell about 2 percent to 269.4 billion euros ($ 343.2 billion) from 274.9 billion euros ($ 350.2 billion) in 2010.

Telecom operators to income growth downturn is expected, a direct result of the pressure surge of equipment manufacturers.

But on the other hand, as the popularity of intelligent machines and LED lighting industry, global telecom operators’ operational costs in a substantial increase is bound to affect its capital investment, especially in cooperation with Apple, the North American market, allowing operators the subsidy continues to grow, but revenue contribution limited downward, UBS AG (UBS) statistics show that during 2011 Q3, the average mobile phone users of each month to the U.S. mobile operators to pay service charges of $ 46.09 a year ago to reduce the $ 2.

This shows that the rapid development of intelligent LED lighting industry market, and the mobile Internet market, yet did not give operators substantial welfare gains, the contrary it is a burden.

Or the mobile Internet has not been able to become a key force to support the development of the telecommunications operator, change the profit structure. With the deepening of the economic downturn, the expected demand for the telecommunications industry will continue to slump, layoffs may be inevitable.