日前各大设备商纷纷公布2013年第一季度财报,从这些财报中可以看出受季节性等因素的影响,很多设备商在净销售额等指标上都或多或少遭遇挑战。值得高兴的是,一些设备商在净利润指标上持续改善。比如诺西(诺基亚西门子)实现了连续4个季度盈利;中兴通讯的整体毛利率也实现了连续两个季度的持续回升。移动宽带和电信专业服务依旧是各大设备商表现相对较好的业务组成。移动数据流量的持续攀升已经让移动宽带成为最重要的市场机会之一,另外运营商对高效运营、降低成本等的需求也使得电信专业服务变得更加重要。以诺西为例,其在转型之后几乎把大部分重心都集中在这两大领域,其第一季度来自移动宽带的业务收入占其总销售额的比重达到了 Recently, major equipment manufacturers have announced the first quarter of 2013 earnings, from these earnings reports can be seen by seasonal factors, many equipment manufacturers in the net sales and other indicators are more or less challenged. The good news is that some equipment manufacturers continue to improve on the net profit target. For example, Nokia Siemens Networks achieved four consecutive quarters of profit; the overall gross profit margin of ZTE also achieved a sustained two consecutive quarters of recovery. Professional services of mobile broadband and telecommunications are still the relatively good business components of major equipment manufacturers. The continuous rise of mobile data traffic has made mobile broadband one of the most important market opportunities. In addition, the demand of operators for efficient operation and cost reduction has also made telecommunication professional services even more important. Taking Nokia Siemens Networks as an example, most of its focus has been on these two areas since the transition, with revenue from mobile broadband reaching its total sales in the first quarter