Optical transport equipment revenue declined 6% year-over-year Q3, Dell’Oro Group said Wednesday. “The main culprit for this market revenue decline was the lack of component supply needed to make finished goods,” said Jimmy Yu, Dell’Oro vice president: “Optical vendors have a growing amount of backlog due to higher demand for [dense wavelength-division multiplexing] equipment but are not able to deliver completed systems when they are short on one component or two. Another factor lowering the market revenue is the strengthening US dollar. Since the market revenue is based on US dollars, most sales in Europe and Asia are converted to fewer US dollars and reducing the reported market size.” Among the regions studied, North America remained “slightly positive” while Europe declined at the highest rate. Dell’Oro said in a second report “preliminary findings suggest” the slow down in the momentum of the radio access network market in the first half of 2022 continued into Q3, declining “year-over-year for a second consecutive quarter.” Following “four years of extraordinary growth that catapulted the RAN market to record levels in 2021, the RAN market is now entering a new phase,” said Stefan Pongratz, Dell’Oro vice president: “Even with 5G still increasing at a healthy pace, comparisons are more challenging and the implication for the broader RAN market is that growth is decelerating. Still, one major difference between 4G and 5G is the fact there are now more frequency options for the operators to pursue, which helps to curb the decline in the post-peak rollout phase.” The top five global suppliers in the quarter were Huawei, Ericsson, Nokia, ZTE and Samsung, the report said.
The Commerce Department published notices in the Federal Register Nov. 23 on the following AD/CV duty proceedings (any notices that announce changes to AD/CV duty rates, scope, affected firms or effective dates will be detailed in another ITT article):
The Commerce Department and the International Trade Commission published the following Federal Register notices Nov. 23 on AD/CVD proceedings:
The Commerce Department looks set to recognize a name change for a Chinese company for the purposes of antidumping duties on certain corrosion resistant inhibitors from China (A-570-122). The agency preliminarily found that Kanghua Chemical Co., Ltd. (Chuzhou Kanghua) is the successor-in-interest to Nantong Kanghua Chemical Co., Ltd. (Nantong Kanghua), in the preliminary results of a changed circumstances review. The agency preliminarily found, based on the company's claim that there were no significant changes made to the production facility, management, customer/supplier relationship or any other aspect of operation, that Chuzhou Kanghua continues to operate as the same business entity other than the change in name. If Commerce confirms its finding in the final results, Chuzhou Kanghua will inherit the AD rate assigned to Nantong Kanghua.
The Commerce Department issued the final results of the antidumping duty administrative review on large diameter welded pipe from Canada (A-122-863). These final results will be used to set final assessments of antidumping duties on importers for subject merchandise entered May 1, 2020, through April 30, 2021. Changes to cash deposit rates from these final results take effect Nov. 23, the date they are set to be published in the Federal Register.
Two Commerce Department redeterminations excluding certain ductile iron flanges from the scope of a 2003 antidumping duty order were found unsatisfactory by the Court of International Trade, since they "are not in a form in which the court could sustain" them, according to two Nov. 18 orders by Judge Timothy Stanceu. Since Commerce said on remand that it will issue a revised scope ruling if the remand submissions are affirmed, the agency is looking for approval of a decision that is not a scope determination but "instead is preliminary to such a decision." As a result, the decision "could not be put into effect should it be sustained," and Commerce would "escape direct judicial review," the judge said.
The Commerce Department will consider whether Zhangzhou XMB Home Technology Co., Ltd. (Zhangzhou XMB) is the successor-in-interest to Zhangzhou XYM Furniture Product Co., Ltd. (Zhangzhou XYM) for the purposes of antidumping duties on wooden bedroom furniture from China (A-570-890), it said in a notice initiating a changed circumstances review, released Nov. 21. Golden Well International (HK), Ltd. and Zhangzhou XMB requested the review, telling Commerce that Zhangzhou XYM changed its name to Zhangzhou XMB and requesting that Commerce determine that Zhangzhou XMB is the successor-in-interest to Zhangzhou XYM. While a name change is a factor to consider, Commerce said it is not the only one. The agency said it determined that it is appropriate to consider, "and potentially seek additional information regarding, certain of the factors ... [it] examines in successor-in-interest CCRs." So, an expedited action will not occur, and no preliminary results were announced with the notice. If Commerce finds Zhangzhou XMB is the successor company to Zhangzhou XYM, it will inherit the AD duty rate currently applicable to Zhangzhou XYM, Commerce said.
CBP has found that six companies evaded antidumping and countervailing duty orders on wooden cabinets and vanities from China, according to a notice dated Oct. 6 and released Nov. 16. Uni-Tile & Marble, Durian Kitchen Depot, Kingway Construction, Lonlas Building Supply, Maika'i Cabinet & Stone and Top Kitchen Cabinet were found to have evaded the AD and CVD orders by transshipping through Malaysia.
The International Trade Commission published notices in the Nov. 18 Federal Register on the following AD/CVD injury, Section 337 patent or other trade proceedings (any notices that warrant a more detailed summary will be in another ITT article):
The Commerce Department Nov. 18 released antidumping duty orders on oil country tubular goods from Argentina, Mexico and Russia (A-357-824, A-201-856, A-821-833), and countervailing duty orders on oil country tubular goods from South Korea and Russia (C-580-913, C-821-834). The orders set permanent antidumping and countervailing duties, which will remain in place unless revoked by Commerce in a sunset or changed circumstances review. Commerce will now begin conducting annual administrative reviews, if requested, to determine final assessments of AD/CVD on importers and make changes to cash deposit rates.