诺基亚的新基础

06 September 2021 | Melanie Mingas

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指定领导诺基亚的网络基础设施部门FedericoGuillén现在正在推动业务最成功的职能之一。与Melanie Mingas交谈,他分享了市场如何变化 - 以及诺基亚如何利用

诺基亚首席执行官Pekka Lundmark去年9月走进了新办公室后,他介绍了一项新的领导团队和运营模式的激进战略。

将诺基亚分为四个企业,Lundmark建立了移动网络,网络基础设施和云和网络服务,以及一个技术单位处理专利许可和货币化,其中包括其他领域。

Appointed president of network infrastructure, Federico Guillén was tasked with leading Nokia’s IP, optical and fixed networks, as well as Alcatel Submarine Networks (ASN). The company’s other business units are headed by Tommi Uitto, Raghav Sahgal and Jenni Lukander.

“现在,每个业务集团都在P&L上全部问责制。所以,我们负责责任结束,从创建产品到销售产品,以交付产品。这已经证明是我们拥有的几个月经验中的更好模型,“Guillén在6月份的能力讲述。万搏体育ap

The former president of customer operations for EMEA and Asia-Pacific, Guillén brings more than 30 years of global experience to the role, having joined Nokia when his former employer, Telettra, was acquired by Alcatel-Lucent.
“In the end, it is the same company with different names,” the Spanish national jokes. However, it’s not the first time Guillén has worked under this model.

“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.

“So that’s what Pekka was looking for, and the results for the first quarter are kind of demonstrating that we are in the right direction,” he adds.

The Q2 results, however, demonstrated that it’s more than just direction – and the network infrastructure business was a standout performer. Nokia saw total net sales increase 4% (9% in constant currency), primarily driven by network infrastructure and Nokia technologies.

Lundmark在他的Q2声明中透露,在Guillén的业务中,有“一系列产品在下半场推出,以进一步加强我们的差异化”。

在净销售时,网络基础设施的四个部门持续持续的货币增加了20%,由潜艇网络引导。这同比增加73%,而固定网络占第二名,增长了21%。
On the full-year outlook for the company, Lundmark revised Nokia’s operating margin from 8-11%, to 9-12%. Granted the market has changed significantly since his zero-growth outlook, Nokia has clearly transformed demand into opportunity.

“我们看到的是去年夏天的大需求,增加了纤维到家居部署的需求,”Guillén说,增加了更多交通污染到运输和IP网络的影响。

“最重要的是,我们也在看到潜艇电缆的投资浪潮,因此市场上的势头很好。”事实上,这么好,即使是移动也失去了铅。随着Guillén观察:“自去年夏天以来,我遇到的越来越多的客户说他们的第一名优先级不是5克,它是纤维到家和5G - 所以两者都是如此。”

Fibre fast
5月底,诺基亚和Proximus在世界上最快的光纤接入网络上转动,在安特卫普的发布活动中超过了每秒20千兆位。

first-e部署在Proximus现有的纤维ver 25G PON live network connected the Havenhuis building in the Port of Antwerp with the Proximus central office in the middle of the city.

In line with Guillén’s earlier industry observations, Proximus already has a 45.9% market share in Belgium and is adding 10% coverage each year. Under its “inspire 2022 vision”, it is creating a high-capacity network that eliminates the need for fibre overbuild.

In July, Nokia’s 25G PON technology was also trialled by Openreach in the UK, and Telecom Armenia launched a “25G PON ready” network, initially in Yerevan.

Powered by Nokia’s Quillion chipset – which itself reached the 100-customer milestone in May following contracts with Telefonica, KPN, Oi Brazil, and others – the 25G PON network is compatible with the earlier-generations GPON and XGS-PON.

“The new boards that we are delivering are capable of doing, in the same hardware, GPON, XGS-PON and 25G PON,” Guillén explains.

诺基亚表示,基于Quillion的解决方案在纤维安装中超过了50%的功率,而不是前几代,并且在宽带通信设备目标的行为守则之前是两年的,帮助运营商满足排放目标和速度目标。

A further selling point is that operators upgrading to 25G PON can then backhaul 5G mmWave on that fibre.
“It’s a race to always lead in innovation. We lead, we innovate, we hit the market first – hopefully – and of course we amortise our investment and that money we take to invest again in the next generation,” Guillén says.

“Our strategy is always to be first in innovation. I like to say innovation is a raw material in this industry,” he adds.
Most research is conducted in the labs, with the best ideas pitched to execs on a quarterly basis and funded accordingly.
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.

Luckily, CTO of fixed networks Stefaan Vanhastel is also on the call to explain.

“我们继续推动物理学的界限,试图获得更高且速度更高,”Vanhastel说。
“The fact that we do this on the same fibre, that’s a given, but we also try to make sure you can reuse the existing equipment – so that is why we looked for a way to get the 25 gig on our existing chip, so operators don’t even need to upgrade the equipment.

“25 Gig的设计标准的一部分是确保波长兼容性,”他继续。
然而,服务市场的能力取决于关键组成部分的可用性。随着全球筹码短缺预计将持续到明年,Guillén表示前瞻规划一直是诺基亚的关键。

“We are having continual meetings with our suppliers and with our customers and now we have agreed with our customers that they give us higher visibility into their demand,” he shares, adding that the lead times requested are now a year or more, compared with six months before the pandemic.

“So far, we have been able to manage quite well, but that requires a lot of attention day to day.”

在过去的六年中,分享他在过去六个月里遇到了更多的供应商,Guillén补充说:“我们为拥有一个能够预期,管理和做得更好的供应链团队而感到自豪,而不是比竞争对手结果是因为它。“

The ASN effect
当然,光纤和地面网络只是Guillén的投资组合的一部分。他也对ASN企业负责,这是未来两年的失控增长的另一个地区 - 因此,工厂能力已经增加,并于7月份获得了两艘新船只。万搏体育ap顺便提一下,ASN逃离了Lundmark的零利润前景2021年,并为整年进行了修订的前景。

“随着这个空间的网络球员的入口 - 因为,如你所知,他们正在建造自己的电缆 - 市场上涨了很大,”Guillén说

And with everybody racing towards the cloud, it’s part of the ‘new normal’.

Guillén说:“我们现在正在制定我们的工厂和船只的能力,在未来两年半的半年内万搏体育ap部署和维护电缆,我们正在增加工厂的能力,因为需求有没有。”

If innovation and change are Nokia’s new modus operandi, then a transformation of the financials and the debut of the world’s fastest fibre network are certainly a strong start.

但作为Guillenn - 以及Vanhastel和Lundmark - 确认,还有更多的来。