From the Finisar fiscal 2013 second quarter earnings to see what?

Finisar announced in December 5th October 28th and the end of the 2 quarter results. The quarterly Finisar profit of $271000, the basic balance of payments. The same period last year FInisar to achieve earnings of $5930000 per share, or 6 cents. After adjustment for non GAAP financial sense, this quarter profit of $14740000, a year ago is 22080000 dollars. Non GAAP profit this quarter or 15 cents per share, last year is 23. The sale of this quarter of $232040000, a year ago is 241490000 dollars. The quarter was $220500000. GAAP sense this quarter gross margin of 27.5%, from 29.1% a year ago, the quarter is 26.2%. In September the Finisar had predicted 2 quarter earnings per share 12 to 16 cents.

Although Finisar in the quarter profit dropped 95% compared to a year ago, but as a result of this performance compared to the previous quarter has improved, especially the Finisar indicated in the control of operating costs to make progress, Finisar share price to rise.

Finisar chairman Jerry Rawls said the 2 quarter of their operating profit than sales rose faster, this is their successful control of operating expenses of the. The quarterly Finisar business cost also includes the acquisition amplifier manufacturer Red-C costs. The quarterly Finisar operating costs increased by 3.8% in 6.2%, artificial cost decreased by R & D and marketing costs partially offset by increased. Finisar is currently in SFP+ module, 100G coherent light Transponder, the next generation of 100G CFP and CFP Transponder R & D investment is larger. Finisar hope that these products can be in 2013 as they lead to more sales and more market share.

Sales, XFP optical module, including ROADM circuit cards, WSS devices are the main sales growth. The quarterly Finisar data communication products sales of $139800000, electrical products sales of $92199000, the same period last year were 128500000 and 113000000 dollar. Compared to the previous quarter, Finisar electrical products sales growth of 11100000 dollars, a number of products increase by $400000. From Finisar's Web site can see, through the acquisition, the company 's current product lines have included optical module, optical amplifier, WSS and ROADM, passive devices, lasers and the transmitting and receiving module, RF optical transmission scheme, instrument, active cable, is not a single optical module suppliers. However, apparently module is still the most important part of the company's sales.

By region, the quarter Finisar in the United States sales of $61202000, $42171000, $43946000 in Malaysia, China, the other 84722000 dollars. A year ago are $56830000, $45217000, $48656000 and $90786000. According to Finisar, so far the company most modules are in Malaysia Ipoh assembly and test factory. VCSEL laser from Texas Allen factory, long wavelength laser from California Fremont factory. This may mean that the Malaysia area of sales is the company 's module products.

Outlook 3 quarter, Finisar expects sales in 2.3 arrive between 245000000 dollars, earnings per share of 14 cents to 18 cents.

In addition, Finisar in their SEC Q10 form is mentioned in the Wuxi plant has invested $9116000.

Advance of optical fiber connector industry development policy

China Optical Communication really into development began in 2006, in 2006 before the Chinese communication industry still confused stagnant period, optical communication by the " copper retreat into the light ", FTTx, 3G and other large projects to pull the influence of various product lines, the average growth rate is in two digit above.

Fiber optic connectors, commonly known as the union, International Telecommunications Union ( ITU ) is suggested to be defined as "to stably, but not permanently connected two or more optical fiber passive components ". Mainly used for the realization of system equipment, equipment and instruments, equipment and optical fiber and optical fiber and optical fiber by a permanent fixed connection, optical fiber communication system is an indispensable passive devices. It is due to use of the connector, such that the light path between the detachable connection is possible, so as to provide a convenient entrance test of optical fiber, optical system for the measurement and maintenance; and for network management provides media, so that the light system switching scheduling more flexible.

Optical fiber is mainly used as a transmitting digital data, and radio frequency coaxial cable is used for transmitting analog electronic data. Digital data must be adjusted for the analog signal to the base station and mobile telephone transfer between, therefore, RF coaxial cable for mobile communication system is indispensable. Installation and maintenance of optical fiber use facility cost is relatively high, and the use of radio frequency coaxial cable facility cost is relatively low. With the increasing number of 3G users in China and 3G service continued to expand, the expected number of future years Chinese 3G network construction will accelerate development, brought huge demand for RF coaxial cable. The global 3G mobile communications network using coaxial cable market size in 2010 reached 15900000000 yuan, is expected in 2014 the global 3G market of mobile communication radio frequency coaxial cable demand will reach 1500000 km.

In the country " 12th Five-Year Plan", national broadband network infrastructure investment will total 1.6 yuan, of which 570000000000 yuan investment in broadband access network. Affected by the policy, based on fiber network infrastructure for future importance and value promotion, each carrier optical communication investment may be substantially exceed market expectations, especially optical transmission and fiber optic cable input.

China optical fiber inside five years will become the world's largest supplier of optical fiber connector. In 2011 China optical fiber optical fiber connector is composed of 9000000 sets of production capacity increased to 12000000, it will be soft cable capacity increased from 13000 km to 130000 km, and the preliminary plan in 2012 will further increase the capacity of optical fiber connectors capacity of 50% to 18000000 sets to meet the market demand of optical fiber connectors.

3G, networking, intelligent application of optical communication, promote the development of the whole industry chain leap, which drives the system equipment, devices, electronic components industry new development, it also breeds the new generation of products into our life.

Global fiber optic cable demand and FTTx development present situation analysis

Introduction

2011 is the " Twelfth Five-Year Plan " of the bureau year, Chinese and global demand continues to maintain growth momentum of optical fiber and cable, fiber optic cable amount innovates again tall.

On driving factors, 3G network construction smooth, stimulating factors gradually subsided, but the FTTx construction project, will make up and then beyond mobile network construction needs to bring the fiber optic cable to reduce demand, so that the optical fiber cable market continued to maintain strong growth. FTTx became the Chinese and global demand growth of the main fiber optic cable.

A global cable demand analysis.

1 gross of demand of global cable

The 2011 global fiber-optic cable market continue to maintain stable growth, quantity of total demand is 203000000 -core km, compared to 2010 cable demand cable-core km 183000000, grew 15% compared to the same period. China remains the world's largest fiber optic cable in 2011 demand, demand for 85530000 core kilometers, an increase in 2010 6%. Is expected in 2012 global cable demand for 215000000 core kilometers, growth has slowed down, but still had the nearly 6% growth in 2011. In 2016 the global cable demand will reach 242000000 -core km, 5 years the average annual growth rate of 3% or so

2 global regions cable demand growth trend

Pull cable demand from countries and regions of North America: in addition, in other areas of the cable demand in 2010 to 2016 years is on the rise. The eastern region, the annual growth rate remained at around 10%, the demand for the fastest growing regions. 2010 China's share of global cable demand 44%. In 2011 accounted for 42%, drop somewhat, but China is still the largest demand state. Is expected in 2016 China cable needs to be accounted for 43% of the global market, demand exceeds 100000000 -core km.