Q4 2015 Demand Strong Due to China Recovery; Q1 2016 Demand Weak before ZTE Crisis

SALEM, NEW HAMPSHIRE, UNITED STATES, March 21, 2016 /EINPresswire.com/ -- The current Q1 2016 outlook for the wireless base station (BTS) OEM market is weak according to the latest report from EJL Wireless Research titled “Vector Analysis of Wireless Infrastructure Industry Q4 2015 Review and Q1 2016 Outlook.” “Coming off of a seasonally strong Q4 2015, the current outlook, before any impact of the ZTE export ban, was a decline in demand into the BTS OEM supply chain. Since the ZTE ban, the outlook for Q1 has worsened and will definitely have a negative impact on Q2 2016” says founder and President, Earl Lum.

The analysis covers the wireless BTS OEM supply chain and specifically the major BTS OEMs including: Ericsson, Huawei Technologies, Nokia/Alcatel-Lucent, Samsung Electronics, and ZTE.

“We have initiated a Net Negative Outlook rating for the wireless BTS OEM supply chain for Q1 and Q2 of 2016 with a potential recovery in the second half of 2016. This does not reflect any future impact regarding that situation with ZTE nor does it necessarily indicate that end market shipments and demand of BTS equipment have a negative outlook for 2016. It merely implies a potential excess inventory situation within the BTS OEM supply chain with the possibility of a soft end market demand situation. The first quarter also has a seasonal inventory build up due to the celebration of Lunar New Year and factory closures across China and Asia Pacific in the late January/early February timeframe within Q1,” says Lum.

About EJL Wireless Research
EJL Wireless Research provides proprietary, accurate and cutting-edge market analysis and consulting services on the wireless technology ecosystem and defense and aerospace industries. The firm focuses on all vertical elements of the wireless ecosystem including mobile subscribers, mobile operators, mobile handsets, and mobile infrastructure. In addition, the firm provides analysis across horizontal technology suppliers including RF semiconductor materials, RF semiconductor/components, subsystems and OEMs. Our goal is to provide our clients with mission critical market analysis and information.

EJL Wireless Research believes it has a corporate responsibility, both local and international, in giving back to the community. Please visit our website for more information about the charitable organizations it supports at: http://www.ejlwireless.com/corporate_responsibility.html.

EJL Wireless Research is managed by Earl Lum. Mr. Lum has more than 20 years of experience within the wireless industry including 8 years as an Equity Research Analyst on Wall Street covering the global wireless industry. The company is headquartered in Salem, NH. For more information about EJL Wireless Research, please visit the company’s websites at www.ejlwireless.com, www.ejldefense.com or our weblog at http://ejlwireless.wordpress.com.

Earl Lum
EJL Wireless Research LLC
6504302221
email us here

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