Muutaman asian poimin tuolta, jos kaikki eivät lue sitä läpi. Kiitos jakamisesta @Nenamies
“Now each business group has full accountability on the P&L. So, we are responsible end-to-end, from the creation of the products to the sale of the products, to the delivery of the products. This has proven to be a better model in the few months of experience that we have,” Guillén told Capacity in June.
“This model is the one that I like more, regardless of whether I am on the sales or the product side of the company, and I have been jumping from one to the other all my life. I believe that this model sets the right level of empowerment. Everybody knows what they need to do. And at the same time, there is always one single point of accountability.
Uusi Nokian rakenne saa myös Guillénin hyväksynnän ja kehut.
With the global chip shortage expected to last well into next year, Guillén says forward planning has been key for Nokia. “So far, we have been able to manage quite well, but that requires a lot of attention day to day.”
Federico Guillén puhuu toki lähtökohtaisesti network infrastructure -yksikön näkökulmasta, mutta uskon viestin koskettavan myös koko Nokian näkökulmaa. Tässä asiassa ei siis lienee tapahtunut muutoksia. Asia toki erikseen milloin nyt julkaistu haastattelu on tehty.
“On top of that, we are seeing a wave of investment in submarine cables as well, so the momentum in the market is good.” So good, in fact, that even mobile is losing its lead. As Guillén observes: “Since the summer of last year, more and more customers that I meet say their number one priority is not 5G any more, it is fibre-to-the-home and 5G – so both.”
Tämä ei yllätä, vaikka aika vahvasti jopa sanottu asikkaiden prioriteeteista. Onpa mainio asia että Nokia on erittäin kilpailukykyinen tämän osalta. Uskallan väittää ettei tätä ole lähellekään täysimääräisesti vielä hinnoiteltu osakkeeseen.
Obviously, if the aim is to remain in pole position, developments beyond 25G PON are already in the works – in fact, a proof of concept exists for 100G PON. And yes, the 25G PON will be compatible with the future 50G PON and, eventually, 100G PON.
On syytä uskoa että Nokian johtoasema säilyy tulevaisuudessa. Oleellista myös tämä yhteensopivuus, kun taustalla on ollut standarditaisteluja 25G PON asemasta.
“With the entrance of the web players in this space – because, as you know, they are building their own cables – the market is going up significantly,” Guillén says
Guillén says: “We are now preparing the capacity of our factories and vessels to deploy and maintain cables for the next two-and-a-half years, and we are increasing the capacity of the factories as much as we can, because the demand is there.”
Osittain siis tämän takia ASN rokkaa, ja kysyntänäkymä säilyy selkeästi vahvana.
But as Guillén – as well as Vanhastel and Lundmark – confirmed, there’s much more to come.
