➀ Dell’Oro表示，由于连续两年大幅下滑，2024年无线接入网络（RAN）市场相比2021年的峰值下降了近90亿美元；
➁ 这段时间的市场下滑与区域覆盖不平衡和货币化挑战有关，但最大的不同之处在于新技术推广后期阶段RAN市场容量升级周期的不确定性；
➂ 2024年，基于全球收入的五大RAN供应商分别是华为、爱立信、诺基亚、中兴和三星。
Recent #Nokia news in the semiconductor industry
➀ The Q4 Optical Transport equipment market grew approximately 45% y-o-y, despite the full-year market falling 13%;
➁ Dell’Oro’s VP Jimmy Yu suggests that the strong fourth quarter growth indicates near equilibrium in supply and demand;
➂ The market outside of China grew about 35% sequentially in 4Q 2024, with North America experiencing a third consecutive quarter of revenue increase.
➀ The 2024 Mobile Core Network (MCN) market fell by 4% year-on-year, with a 15% decline in the Chinese market for the fourth quarter of 2024, according to Dell’Oro.
➁ The market has struggled to gain traction in the last three years, with three of the four quarters having flat or negative Y/Y growth rates.
➂ For 2024, the lowest Y/Y growth rate was -4 percent, but the results were not balanced across the technologies tracked.
➀ Justin Hotard, the executive vice president and general manager of Intel's Data Center and AI Group, has left Intel to become the CEO of Nokia.
➁ Intel has appointed an interim head for its datacenter and AI unit and will start searching for a new permanent general manager.
➂ Hotard joined Intel in early 2024, and his tenure was marked by successes and challenges, including the launch of new CPUs and missed sales expectations.
➀ Nokia has completed the final integration of its Lunar Surface Communication System (LSCS) into Intuitive Machines’ IM-2 lander; ➁ The Athena lander will be equipped with LSCS for communication in the lunar south pole region; ➂ The system is designed to support high-definition video streaming, command-and-control communications, and telemetry data.
➀ Nokia has been awarded over 3,000 sites by Deutsche Telekom to support its multi-vendor O-RAN network in Germany. The deal includes Fujitsu and covers a mass rollout of O-RAN-compliant technology. Nokia will supply equipment from its 5G AirScale portfolio and its ReefShark SoC technology. ➁ The deal will see Nokia replace the incumbent vendor in the covered area. ➂ Nokia will also deploy its AI-powered MantaRay NM solution for improved network monitoring and management.
➀ The revenue of high-end router equipment declined for the fifth consecutive quarter; ➁ Nokia was the only manufacturer to see an increase in router revenues year-over-year, gaining five percentage points of market share; ➂ The highest decline in revenue was observed in core routers, but core router revenue was stable on a quarterly basis.
The RAN market, excluding services, declined for the sixth consecutive quarter in 3Q24, with worldwide revenues down 10 to 20 percent year-over-year. Huawei, Ericsson, Nokia, ZTE, and Samsung are the top five suppliers. The worldwide RAN market is expected to grow at a low single-digit rate in 2025, mainly driven by growth in North America and APAC, excluding China.
➀ Nokia is laying off nearly 2,000 employees in Greater China, accounting for about 20% of its workforce in the region, and plans to cut another 350 jobs in Europe to reduce costs.
➁ The company's sales in China have been declining in recent years as domestic communication manufacturers have grown, leading to a reduction in contract numbers with major Chinese operators.
➂ Nokia's CEO Pekka Lundmark said the company would not cut costs at the expense of research and development output and was pleased with the speed of cost reduction.
➀ Nokia, Windstream Wholesale, and Colt Technology Services have established an 800 Gigabit Ethernet (800GbE) service trial between London and Chicago. The trial, spanning an 8500km route, utilizes 1Tbps optical transport. It tests the limits of wavelength, capacity, speed, and latency. The trial connects Colt's transatlantic subsea cable with Windstream Wholesale's domestic U.S. low latency optical network. It employs Nokia's PSE-6s coherent optics and 7750 Service Router platforms. ➁ The 800GbE service doubles the capacity to support advanced network applications such as AI data center networking, content delivery networks, and financial data hub connections.
➀ Nokia has launched the Beacon 19, a new Wi-Fi 7 gateway; ➁ The device offers up to 19Gbps of Wi-Fi capacity; ➂ The Beacon 19 is designed for seamless, high-capacity mesh networking.
➀ The report highlights the increasing use of Generative AI and automation in cyberattacks on telecom infrastructure. ➁ DDoS attacks have surged, with botnets accounting for 60% of observed DDoS traffic. ➂ North America sees the highest number of cyberattacks, driven by the concentration of telecom infrastructure and large enterprises. ➃ The report also discusses the impact of insecure IoT devices and the rise of SoC vulnerabilities.
➀ Samsung has expressed preliminary interest in acquiring parts of Nokia's assets to expand its wireless access network capabilities. ➁ The potential acquisition is still in early stages, with the total value of the assets estimated at around $10 billion. ➂ Nokia remains committed to its mobile network business, which is strategically important for the company.
➀ Axiom Space and Nokia are collaborating to integrate 4G/LTE communications into the next-generation spacesuits for NASA's Artemis III mission. ➁ The integration will enable high-speed data transfer, including HD video and voice communication over long distances on the Moon. ➂ Nokia plans to deploy the first cellular network on the Moon, which will support future lunar and Mars missions.