Näinhän tämä menee. Mutta aikamoisen riskin ottavat että IPR vuotaa Kiinaan ja samalla on suututettu länsimaiset yhteistyökumppanit. Mielestäni Saksa yliarvioi asiassa oman älykkyytensä kykyyn hallita asioita.
Toisaalta Huawein kilpailukyky tulee rapautumaan joka tapauksessa ilman pääsyä TSMC:n tuotantoon. Ehkäpä Saksa odottaa asian ratkeavan tätä kautta. Mutta epäilen että aika moni länsimaailmassa on herännyt kuinka pahasti Saksa katsoo vain ja ainoastaan omaa napaansa.
+BlackRock Inc. ownership in NOK / Nokia Corp.
2021-01-29 - BlackRock Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 333,048,530 shares of Nokia Corp. (US:NOK). This represents 5.9 percent ownership of the company. In their previous filing dated 2020-02-05, BlackRock Inc. had reported owning 311,907,753 shares, indicating an increase of 6.78 percent.
====•=======•=•••======>>>>>>.
Mielenkiintoinen nimitysuutinen,
Blackrockilla on Nokiassa iso siivu omistusta!
March 24, 2021 05:00 PM Eastern Daylight Time
NEW YORK–(BUSINESS WIRE)-- BlackRock, Inc. (NYSE: BLK) today announced that Hans E. Vestberg, Chairman and Chief Executive Officer of Verizon Communications Inc., has been nominated to join its Board of Directors.
Mr. Vestberg will be included as a nominee in BlackRock’s 2021 Proxy Statement and, if elected by shareholders, will join the Board as an independent director after the Company’s Annual Meeting on May 26th.
“Hans’ leadership and international experience, as well as his deep knowledge of technology and sustainability, perfectly align with some of BlackRock’s most important priorities. He will bring valuable insights to our Board as we expand in key markets in Europe, use technology to continue transforming our business, and further embed sustainability into our investment processes and corporate practices,” said Laurence D. Fink, BlackRock Chairman and CEO.
The latest renovation project for Mr. Ray, who is responsible for managing and developing T-Mobile’s wireless network, is prep-ping up to 85,000 cellular stations for equipment that can carry 5G signals
By Drew FitzGerald
March 23, 2021 04:12 p.m. EDT
Before T-Mobile US Inc. executive Neville Ray began building 5G networks, he first had to tackle color TV.
The British engineer earned some of his first paychecks more than three decades ago by working on radio masts, oil rigs and televi-sion-broadcast towers in the Middle East for a Dubai-based contractor. Some areas in the region had only recently replaced black-and-white TV broadcasts, while others were deploying expensive digital mobile-phone service.
The latest renovation project for Mr. Ray, who is responsible for managing and developing T-Mobile’s wireless network, is prep-ping up to 85,000 cellular stations for equipment that can carry 5G signals. It’s an expensive, complex under-taking complicated by the company’s ongoing integration with former rival Sprint.
Mr. Ray is relying on the usual suspects, such as Nokia Corp. and Ericsson AB, to supply much of the electronics for his network upgrades.
The carrier in 2018 signed two contracts totaling $7 billion to buy 5G equipment and services from the Scandinavian suppliers, and it awarded them more business earlier this year.
T-Mobile representatives declined to share details about the annual values of the contracts, which cover several years of upgrade work.
Tälläinen tuli vastaan.
Jäänyt vaivaamaan Nokian tuotteiden tekninen tila, puhutaan tai jätetään kuulijalle ymmärrys, ml Nokian johto, että Nokian tuotteet ovat jäljessä kilpailijoista, ja että nyt pitää investoida R&D lisää 600 MEUR, säästäen se muualta.
Eli mietin vaan onko kyse tänä päivänä tuotteiden kustannuskilpailukyvystä, vai tuotteiden teknisestä tilasta? Onko jossain hahmoteltu missä Nokia tarkalleen ottaen on R&D-mielessä jäljessä kilpailijoita? Tietenkään firman ei ole syytä mainostaa heikkouksiaan. Mutta todella iso ero onko Nokian jäljessä teknisesti, vai “vain” kustannusmielessä. Ja R&D asioissakin, onko kyseessä kilpaijoiden nykytason saavuttamisesta, vai “normaalin” kehitysvauhdin kiihdyttämisestä sekä uusiin asioihin panostamisesta.
Viime aikaisista hehkutuksista sen sijaan tuleen mieleen
+slicing kyvykkyydet
+Core-kauppaa vaikuttaa tulevan ainakin diileistä
+nopeus-ennätykset, ja Korean “crowd-sourced” nopeushavainnot (Uitto CMD)
+FPGA → SOC jo 44% (4Q2020), ja putkessa 70% (4Q2021) ja tämähän näkyy sen 6kk (?) jälkijättöisesti. Voi jo huomioida tarjouksissa ja 70% target pidetty vaikka 2020 meni yli…
+Privaverkot
+sanoo saaneensa 50% Huawein hylänneistä
Ja negaa
-Samsung otti Verizonin (iso ja kitkerä, mutta myös Samsungin jalka oven väliin -hinnoittelu)
-RAN -valuu julkistetuista kaupoissa ulos useammin kuin Core
-Kiinan 5G:stä ulkona
-4G ei ole konvertoitunut 100%+ 5G-kauppoihin
600 MEUR säästöohjelmasta sanottiin CMD:ssä että:
-200 MEUR siitä on “salary inflation”, ts ei varsinaista säästöä
=400 MEUR jää todellisiin säästöihin, ts lisäpanostuksiin “increased investments in R&D, future capabilities”
Muuten Uittohan historiasta, ts jo tehdystä ja rahoitetusta ennen 400 MEUR lisäpanostuksia, ja SOC-hommista tiedetään road map to 100%:
Our R&D assets have been consolidated into fewer sites, and we’ve grown our R&D headcount in 5G by 40 percent. We’ve moved from a waterfall model in operations to large-scale agile, incremental development, allowing us to dramatically increase productivity - so our software feature output is up 60 percent, and our R&D work has become much more predictable, with feature build accuracy up from 60 percent to 90 percent. We’ve tripled our system-on-chip development, and our work with Nokia Bell Labs has allowed us also to ramp up our 3GPP wireless research, connect our research teams with product management, and implement a data-driven product decision process. This has made us the industry number 1 in Standard Essential Patents, as re-confirmed last month by an independent IPLytics study.
Iain Morris on pistänyt tuuttiin oikein pitkää tarinaa USA:n ja Kiinan kahnauksen vaikutuksista Kiinan valtion ylpeyteen, Huaweihin. Hyvää settiä.
Huawein piirit väistämättä loppumassa? Ja sillähän on tietenkin nopea vaikutus siihen, miten koko markkina muovautuu tulevien kuukausien aikana.
… experts agree, is that Huawei is running out of chips. Its predicament is a geopolitical crisis in the making. Without cutting-edge chips, Huawei cannot supply the advanced 5G products needed for China’s rollout, let alone deployments by overseas customers such as Germany’s Deutsche Telekom.
Euroopassa sen sijaan pitäisi käyttää 300 miljardia euroa 5G-infrastruktuuriin, ettei muista jäädä ratkaisevasti jälkeen. Ei näytä kovin hyvältä tähän mennessä…
… ja vielä lisää Nokia to the moon -hankkeesta (siitä ihan oikeasta).
Toinen asia mikä pisti CMD:ssä silmään, oli Teknologia -puolen näkymät.
Nokian Technologies ohjeistus 2021 “slight improvement”, jonka jälkeen ollaan “stable”.
Kun taas katsoo CMD-esitystä, Mobile handsets luonnehditaan “mature”, kun taas Consumer Electronics/ Connected vehicles “low”. IoT vieläkin enemmän “low”, Emerging ei avata.
Eli “mobile” puoli olisi kutistumassa vastaavasti siinä missä “low” alueet lisääntymässä. Tai sitten ns tulosjemma. Tai ajoitukseen liittyvää.
Tuo Huawein piiri-ihanuus on kyllä sellainen joka väistämättä tulee vaikuttamaan Nokiaan (toivottavasti nopeallakin aikataululla), monestakin lähteestä olen ymmärtänyt että sitä ei pysty edes jättimäisellä rahamäärällä paikata nopealla aikataululla
käytännössä nyt siis N/E/S + OpenRan jakaa tuon yli kolmanneksen markkinaosuuden (+ZTE varmaan menee samalla? ) uudelleen, jollakin aikataululla, onko vaihtoehtoja ? MItä tarkoittaa HUawein 4G asiakkaille jotka siirtymässä 5G, swappejä ? vielä lisää kannattavaa 4G businesta ?
BTW: eilen 1750&2000 Yht 11,7%
(488x1750) out of 13,1m changed total shares ~ Minimum of 6,52% of total shares exchanged
(339x2000) out of 13,1m changed total shares ~ Minimum of 5,17% of total shares exchanged
tänään #1750
Update on Robot #1750 so far today in Helsinki Stock Exchange @ 10:45
64 out of 1444 transactions was 1750pcs events ~ 4,43 % of all transactions
(64x1750) out of 1,5m changed total shares ~ Minimum of 7,46% of total shares exchanged
(64x1750) out of 1,39m changed total shares, without morning auction ~ Minimum of 8,03% of total shares exchanged
This between 10:00 and 10:45 today, with avg price of 3,36
#2000 vain 1,4%
Ihan järkevää olla muuttamatta tavoitetta, ettei tule alituksia jatkossa. Mikäli toimitukset kasvavat, niin SOC-osuus voi tilapäisesti pudota, niiden tuotantomäärien kasvusta huolimatta.
Oma käsitys on pysynyt jotakuinkin muuttumattomana: ongelma on nykyisellään ennen kaikkea kustannuskilpailukyky (joillakin osa-alueilla, ei kaikilla), osittain virrankulutukseen liittyvä, ja ei enää niinkään performaatioon liittyvä.
Nokia on pystynyt 4G laitteilla voittamaan kilpailijat lähestulkoon kaikilla oleellisilla osa-alueilla: downlink/ uplink ja virrankulutus sekä spectral efficiency. Näiltä osin nykyisellään käsitykseni mukaan latausnopeudet on kilpailijoihin nähden aikalailla tasoissa, mutta niiltä osin mitä radiot ja baseband ovat vielä FPGA pohjaisia virrankulutus on suurempaa. Niiltä osin mitä on siirrytty jo SoC pohjaiseksi, kuten Massive MIMO (alla lainaus), on performaatio hyvää kuten nopeusmittaukset (ja ennätykset) ovat osoittaneet ja näköjään myös virrankulutuksessa ollaan mitä luultavimmin kilpailijoita edellä.
Tämä on sanottu:
Lisäinvestointien suuruus "säikäytti " myös itseni jo oikeastaan viime syksynä Lundmarkin tehtyä ensikommentoinnit tilanteesta. Mieleeni tuli että missaanko jotain suuresti näkemyksessäni. Olen kuitenkin itse siinä ajatuksessa edelleen, että monelta osin investoinnit kohdistuvat myös tuleville vuosille ajatuksella että kilpailijoiden saavuttamisen jälkeen teknologinen johtajuutta pitää kasvattaa ja ylläpitää. Ja myös päällekäisyyksiä on paljon jotka maksavat reilusti, kun edelleen tulevina vuosina tulee FPGA pohjaa ylläpitää.
En löytänyt lainausta, mutta mielestäni on sanottu joko Lundmarkin tai Uiton sanomana että osa-alueet joissa Nokia on jäljessä liittyy nimenomaan SoC osa-alueeseen. Ja toisaalta on sanottu että vuoden 2021 aikana näillä osa-alueilla ero kurotaan kokonaan kiinni.
On mahdollista että SoC kehitys ei tuo tietyn rajapisteen ylittämisen jälkeen enää niin suurta marginaaliparannusta, jos massatuotteiden, kuten massive mimo, osalta kehitys on saatu kuntoon jo aikaisemmin. Luultavasti SoC kehitys on optimoitu siltä osin mikä on oleellisuusjärjestys. En itse asiassa ole täysin varma kun prosenttiluku kerrotaan mitä se ilmaisee: ottaako se tavallaan huomioon tämän että tiettyjä radiotyyppejä toimitetaan enemmän kuin toisia. Hiukan vaikeaa kirjoittaa asiaa auki mitä yritän ilmaista.
Millä Kiina voi vastata tähän haasteeseen? No tietysti lopettamalla elektroniikassa tarvittavien harvinaisten maametallien viennin länsimaihin. Saattaisi Nokiankin suksi tökätä.
Olisikohan Solidiumin syytä varmistaa suomalaisen harvinaisen maametallin säilyminen suomalaisessa omistuksessa? Vai joko myytiin kiinalaisille?
Nokia and United Group bring next generation fiber services to millions of homes and business across South East Europe
United Group deploys Nokia’s next generation fiber and WiFi solution to provide enhanced ultra-broadband services to customers across the South East Europe region.
Nokia is the preferred fiber-access network equipment supplier to United Group
25 March 2021
Espoo, Finland – Nokia has signed a deal with United Group (UG), the leading multi-play and media provider in South East Europe, to deploy a fiber network and in-home mesh Wi-Fi solution across the eight different countries it operates in. The fiber network will enable UG to extend new ultra-broadband and 10Gbps services to millions of residential and business customers across the region.
Focused on accelerating the broadband coverage it offers, UG will work with Nokia to extend its fiber network into new areas and upgrade existing areas with 10 Gbps enabled infrastructure based on XGS-PON. Based on Nokia’s Lightspan FX series, the rollout will enable UG to deliver new enhanced broadband services to residential and business customers, offer mobile transport services, create new business opportunities such as off-loading mobile traffic and seamlessly evolve toward a virtualized access-network (SDN – Software Defined Networking).
Nokia will also provide UG with its industry-leading portfolio of Wi-Fi mesh enabled ONTs and Beacons to help ensure customers receive an unmatched broadband experience in the home. With a unique algorithm for intelligent Wi-Fi mesh networks, Nokia’s solution solves potential Wi-Fi issues in real-time to deliver a reliable, whole home broadband service essential for remote working, gaming, online TV, video streaming and downloading content across multiple devices. Additional features also allow UG to monitor in-home networks in real-time and further optimize Wi-Fi settings network-wide.
Sandy Motley, President Nokia Fixed Networks Division, said: “We are excited to be the preferred fiber access network equipment provider to United Group and to work with them on this new phase of growth. With our FTTH and Wi-Fi solution, we are able to provide a high-speed, reliable network infrastructure and an unmatched in-home Wi-Fi experience that will meet United Groups subscribers needs today and in the future.”
United Group Vice President Technology Željko Batistić: As the region’s leading telecom serving a market of 40 million people, United Group is committed to investing in the most advanced technology in order to deliver our users the most innovative products and services and the best customer experience. We’re also helping to secure Southeast Europe’s digital future by guaranteeing our next-generation network – already the region’s largest – is ready to support the future needs of our users both at home and their places of business.”
Edit:
Yhdistettynä lähempänä 15%
Update on Robot #1750 so far today in Helsinki Stock Exchange @ 12:56
207 out of 4127 transactions was 1750pcs events ~ 5,02 % of all transactions
(207x1750) out of 4,01m changed total shares ~ Minimum of 9,04% of total shares exchanged
(207x1750) out of 3,9m changed total shares, without morning auction ~ Minimum of 9,29% of total shares exchanged
This between 10:00 and 12:56 today, with avg price of 3,38
Update on Robots #2000 so far today in Helsinki Stock Exchange @ 12:56
101 out of 4127 transactions was 2000pcs events ~ 2,45 % of all transactions
(101x2000) out of 4,01m changed total shares ~ Minimum of 5,04% of total shares exchanged
(101x2000) out of 3,9m changed total shares, without morning auction ~ Minimum of 5,18% of total shares exchanged
This between 10:00 and 12:56 today, with avg price of 3,38
Päivitys
Update on Robot #1750 so far today in Helsinki Stock Exchange @ 15:09
304 out of 6403 transactions was 1750pcs events ~ 4,75 % of all transactions
(304x1750) out of 5,86m changed total shares ~ Minimum of 9,07% of total shares exchanged
(304x1750) out of 5,76m changed total shares, without morning auction ~ Minimum of 9,24% of total shares exchanged
This between 10:00 and 15:09 today, with avg price of 3,38
Update on Robots #2000 so far today in Helsinki Stock Exchange @ 15:09
153 out of 6403 transactions was 2000pcs events ~ 2,39 % of all transactions
(153x2000) out of 5,86m changed total shares ~ Minimum of 5,22% of total shares exchanged
(153x2000) out of 5,76m changed total shares, without morning auction ~ Minimum of 5,31% of total shares exchanged
This between 10:00 and 15:09 today, with avg price of 3,38
päivitys
Update on Robot #1750 so far today in Helsinki Stock Exchange @ 16:45
497 out of 10217 transactions was 1750pcs events ~ 4,86 % of all transactions
(497x1750) out of 8,93m changed total shares ~ Minimum of 9,74% of total shares exchanged
(497x1750) out of 8,82m changed total shares, without morning auction ~ Minimum of 9,86% of total shares exchanged
This between 10:00 and 16:45 today, with avg price of 3,37
Update on Robots #2000 so far today in Helsinki Stock Exchange @ 16:45
310 out of 10217 transactions was 2000pcs events ~ 3,03 % of all transactions
(310x2000) out of 8,93m changed total shares ~ Minimum of 6,94% of total shares exchanged
(310x2000) out of 8,82m changed total shares, without morning auction ~ Minimum of 7,03% of total shares exchanged
This between 10:00 and 16:45 today, with avg price of 3,37
Mihin toinen edellä, tulee toinen perässä.
Ja tälle päivälle vielä lisää kuitua.
Nokia today announced it is enabling Circle Fiber, a new operating unit of Big River Communications, to build a fiber-to-the-premise network in Cape Girardeau County, Missouri to connect homes, businesses, farms, schools, hospitals, and government agencies.
Utilizing funding awarded by the U.S. Department of Agriculture (USDA) through the Broadband ReConnect Program, Circle Fiber is building a fiber access network in unserved and underserved areas in Missouri. The provider is partnering with Nokia to deploy Gigabit Passive Optical Network (GPON) and next generation XGS-PON fiber access technologies which deliver up to 10Gb/s speeds.
…
Chris Simmons, President of Circle Fiber, said: “Your internet connection is only as good as your weakest link and it doesn’t make sense to deliver high-speed internet connection to a Wireless router that is not capable of taking advantage of the higher speeds. Nokia’s broadband solution complemented by its Wi-Fi Mesh technology delivers seamless coverage and an amazing streaming and internet experience to everyone in all areas of the home or office.
“The Circle Fiber team lives in these communities, and we are committed to providing the fiber infrastructure and broadband services that will help the people and businesses in the area thrive. Nokia has the right mix of technology, services, and desire to better our communities that aligns with our corporate values to bridge the digital divide for everyone in the region that we serve. We already had previous experience working with the Nokia team on our wireless deployment, and they are our true partners on this journey.”
Dwain Hahs, Mayor, Jackson, Missouri, said: “Getting access to high-speed broadband internet has been a challenge for the people who live and work in rural Southern Missouri. The pandemic has further revealed that broadband is critical to enabling remote learning, working from home, telehealth and more. Circle Fiber and Nokia are coming through for our citizens by deploying a fiber-to-the-premise network that will bring value for our communities for many years to come.
Sandra Motley, President, Fixed Networks Division at Nokia, said: “Broadband connectivity is no longer a convenience, it is a necessity. Seven out of 10 homes in the U.S with fiber connections use Nokia technology and we are proud to be working with Circle Fiber to extend this reach to another 125,000 homes and business premises. Our leading gigabit broadband solution will deliver 10Gb/s today, and is future proofed for 25G as needs evolve.”
Sampalla tarve julkistaa näitä ?
SoC Marvellin kanssa
Toivottavasti alkaa tästä toisestakin Marvellin yhteistyöstä syntymään jotain valmista, ellei jo ole.
5G front that are likely to set the 5G wheel in motion. DoT recently announced that 5G trials are likely to begin in the next two to three months and trial schedule will be announced soon. Nokia is fully geared up for the upcoming 5G trials.
We can expect some limited 5G rollouts to start toward the end of 2021 or early 2022, with pending spectrum allocation.
… that are accelerating the demand for critical networks. Following his presentation at our recent #NokiaCMD, his latest blog discusses how the new strategy of Cloud and Network Services will lead the transition to cloud-native software and as-a-service delivery models:
Cloud and Network Services: Leading cloud-native and as-a-service delivery models
Fundamental market dynamics and disruptions are accelerating demand for critical networks and driving Nokia’s aim, through the new strategy of the Cloud and Network Services (CNS) business group, to lead the transition to cloud-native software and as-a-service delivery models.
Revenue and cost pressures are forcing communication service providers (CSP) to rethink how they architect, operate, and secure their networks; the global pandemic is magnifying the need for resiliency, capacity, and automation to stay productive; and data and security concerns are increasing as CSPs disaggregate and open their networks and as industrial enterprises connect more of their previously air-locked mission critical assets.
These megatrends in the market landscape point to the industrial automation and the digitization of industries happening before us. They reflect what I call a “private wireless inflection point,” which recognizes that industrial private wireless networks provide a level of predictable performance required to accelerate industrial automation and digital transformation.
Together, these trends are creating faster growing, higher profit margin opportunities that CNS is now targeting; specifically, the emerging opportunities of:
We expect the CNS addressable market of EUR 25 billion to grow at a two percent compound annual growth rate and reach EUR 26 billion in 2023. Within that market lay the faster growing emerging opportunities, which we expect to grow by 150 percent by 2023 relative to 2020. With the strategy we are taking, we expect to nearly double the portion of the CNS business that comes from the emerging opportunities by the end of 2023.
So how is CNS getting there?
The blog continues… / open the link
