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Technology Stocks : Acacia Communications
ACIA 114.990.0%Mar 1 3:00 PM EDT
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From: FJB3/2/2018 7:54:36 AM
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China's fiber-optic market about to improve?


From NPTN's 4Q2017 earnings call transcript

Specific to China, we believe customer inventory levels have normalized for our products. As many of you will recall, in early 2017 the industry was made aware of a substantial inventory overhang of optical and semiconductor components in the Chinese Telecom OEM supply chain and as a result much of the reduced demand we experienced throughout 2017 was a result of our customers working through this inventory. In the fourth quarter we saw customer inventory levels reduce to the 3-4 week target range set by our customers – down from several months of inventory in mid-2017. More importantly, we began to see them pull a larger volume of our products, and thus far in Q1 we have seen this trend continue. That is, despite typical seasonality in the first quarter, we see Q1 volumes increasing modestly over Q4 levels.
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