Nokia relying on mobile phones can be revived? It may be just a head fake-Android, Nokia, 5G-IT information
Apple leads Smartphone era, Nokia is becoming a memory of past lives. People familiar with Nokia, will not forget the scene that 2.5 years ago.
In September 2013, the parachute when he was CEO of shidifenailuopu from Microsoft announced at a press conference, "I know we didn't do anything wrong, and we've been trying, but unfortunately, we lost." Shidifenailuopu, Ludo, Nokia executives on the scene in tears.
The moment was 140 years in the mobile phone giant, Nokia announced mobile phones businesses fail, to about $ 7.2 billion total package price to sell to Microsoft. Since then, discussions on the Nokia will continue to sink was a comeback, has been in the industry has not been interrupted.
In 2016, Mobile World Congress, Nokia made a comeback. During the meeting, Nokia highlights some of the latest technology to the outside world, remarkable Airscale low latency technology publishing, which has emboldened the 5G focus on the development of the mobile communications business. In addition, Nokia announced in 2016 or will return before the end of the mobile phone business.
In fact, Nokia layout of time over the past year has been to make a comeback. In April 2015, Nokia announced to € 15.6 billion in total value of acquisition of French-American telecommunications equipment provider Alcatel-Lucent joint venture, this acquisition will be delivery in 2016, the first half finished; in addition, Nokia also announced it is dedicated to developing the consumer end products OZO camera360 virtual reality equipment research and production, while Nokia also announced a $ 350 million Fund to support development of IOT technologies, with nuggets of Internet development.
All sorts of business signs, Nokia is entering a business restructuring and strategy. Of course "Novo powder" were most missed was: in 2016, Nokia will return the handset business?
Reconstruction: mobile business faces an uncertain future
"Nokia is in no hurry, it is too late. ”
"Snow powder" on Nokia phones and the industry eagerly look forward to new products, MWC2016, Nokia CEO Rajiv Su Li made the above statement. He firmly believes that Nokia does not intend to label or to manufacturers and sales of equipment sold to Microsoft. To do this, Nokia will be looking for ways to meet the expectations of each partner cooperation by Nokia to provide professional design and branding to other production.
Do not see the real product in all circumstances, even if Rajiv Su Li's position, can only be regarded as a hypothesis. This assumption, of course, have good prospects: Nokia mobile phones businesses return connected to the emotional memory of the older generation of snow powder, and as soon as the mobile phone brand of emotional memory is awakened, will promote their products accepted by the market.
This assumption has the market and, therefore, the starting point for a variety of analysts for the Nokia strategy. However, the media for Nokia's mobile phones business policy, cautiously pessimistic. Presented a pessimistic view of the reason is very simple: first of all, do not produce their own mobile phone OEM models who are uncertain; second, return to the schedule, not sure; Moreover, the Smartphone market is not what it was, it's not a time.
Throughout Nokia in 2015 the fourth quarter and full year results, Nokia last quarter continuing operations net sales amounted to EUR 3.609 billion in 2014, representing a 3% per cent; third quarter net profit of 1.79 billion euros in 2014, representing a 304% per cent.
2013 Nokia second-quarter results show map Here performance good
From the annual report shows that Nokia's revenue income the first patent, Nokia and Samsung a binding arbitration agreement in 2013 to reach reconciliation, Samsung also paid to Nokia a year costs about 2.136 billion yuan. Nokia second income comes from the sale of telecommunications equipment and technology, for about 2.8 billion euros in 2015, Nokia sold HERE digital maps and location services to Germany Auto Union Audi-BMW-Mercedes-Benz combine, current account of 2.55 billion euros .
According to the 2015 fiscal year, Nokia's acquisition of Alcatel-Lucent, business integration, the resulting combined potential market size of 141 billion euros, almost double. Nokia and Alcatel-Lucent, net sales reached EUR 26.6 billion market from North America to greater China market and enhance, and Huawei, Ericsson formed 3-foot separation of power.
Integrated Nokia and Alcatel-Lucent has three large push deep power: one is the sustained and stable growth of China's market, the second is patent revenues continue to grow, three are 5G and new opportunities for Internet business of the future.
Therefore, from the perspective of business direction and source of income, mobile phones businesses really are important pieces of Nokia as a revival, not reached a conclusion. But Rajiv Su Li stressed that "Although Nokia today is mainly sales of equipment to companies, but most people still think of it as a consumer product manufacturers. Therefore, Nokia should try consumer products. "
Although Rajiv Su Li said fuzzy, but you can foresee that, Nokia is a big plate of Council.
Transition: 5G first full service eco-water
Compared with the uncertain future of mobile services, Nokia's business ecosystem strategy has been issued by the scale.
And Alcatel-Lucent, Nokia business line will focus on the mobile network, fixed network, IP and optical networks, application and technical analysis, innovative technologies. Core focus with 5G business, and based on 5G matrix. Currently, Nokia has a complete portfolio of 5G communications technology, will be implemented for growing a variety of machines and equipment networked and interconnected to provide building blocks, thus opening up new possibilities, including raising production efficiency, improve traffic safety, such as cleaning up the environment.
With Nokia for mobile networks and fixed-line 5G multiservice networking infrastructure, operators can provide additional services in voice and data applications, so as to take the initiative to meet new business opportunities from different industries .
Nokia 5G technology will be applied to more than one area: driverless cars, industrial robots, Internet connection course, virtual reality and interactive, high-volume, mass connections, and proof of concept demonstrations.
The Dresden University of technology communications network society, Germany Telecom Chairman, Germany 5G lab Coordinator Frank H.P Fitzek says: "with 5G expertise in communications systems, and Nokia working together to achieve a new low-latency 5G business, namely, touch the Internet. Low-latency communication support anytime, anywhere control remote objects and equipment, such as the networking of unmanned automobiles, industrial robots and remote surgery, are widely used in areas such as mobile communications, manufacturing and health care. ”
Nokia OZO camera360 virtual reality equipment
Bell Labs President, Nokia Chief Technology Officer Marcus Weldon says: driven by 5G automation will help create a new business, create new services. Bell Labs has developed 30Gbps a record peak rate of polymerization.
Nokia 5G-first policy, will build a new business module and with carriers, Internet companies and consumers together to build a next-generation communications networks and the Internet of applied ecology. Future communication scene construction by whom? Answer this question to, will help us to understand the choice of Nokia. All communication, solve the problem of communication, and construction of ecology, is Nokia's understanding of mobile Internet and Internet of things. Currently, Nokia is redefining the wireless access.
So, where Nokia's advantage? It is reported that after the purchase of Alcatel-Lucent, the company named Nokia as a whole, but retaining the Alcatel-Lucent-Bell Labs. Lab of the Palace of the communications industry, will host the 5G key technologies research and development and innovation . In addition, VR (virtual reality) technology innovation in augmented reality, will be leading VR professional application market, innovation is not in Nokia has enough capital return of the King. In addition, Nokia is the top experts in supply chain management, cost control and channel construction, also has deep traditions and skills.
So, where is the Nokia's market? India-ethnic Singapore people, Rajiv Su Li has a deep background in South Asia, its full attention on Asia-Pacific markets. According to Nokia in 2015 Q3 report shows that Nokia 27% revenue growth came from the Chinese market, especially in terms of 4G business growth. After the acquisition of Alcatel-Lucent, Nokia will continue to maintain and expand market share in North America and China, which will directly threaten the market advantage of Huawei and Ericsson.
Said management of Nokia cell phones the day because lag, resulting in innovation and marketing disconnect, cost and control of bi-directional imbalance, even bring mobile phones businesses under "want to change cannot be changed". So, transformation means that the company is trying to break free from failure. So, test Rajiv Su Li is not only a successful acquisition of business innovations as simple as that.
诺基亚依靠
手机就能复兴?或许这只是障眼法 - 安卓,诺基亚,5G - IT资讯
在苹果引领的智能手机时代,诺基亚正渐渐变成人们对过去生活的一种回忆。熟悉诺基亚的人们,都不会忘记两年半前的那一幕。
2013年9月,从微软空降的时任CEO史蒂芬埃洛普在记者会上宣布,“我知道我们并没有做错什么,我们一直很努力,但很遗憾,我们输了”。史蒂芬埃洛普的话音刚落,在场的诺基亚高管们潸然泪下。
就在那一刻,曾经的手机行业巨头、经历140年沉浮的诺基亚,宣布手机业务失败,以约72亿美元整体价格打包出售给微软。此后,有关诺基亚将继续沉沦还是东山再起的讨论,一直在业界未曾中断过。
2016年世界移动通信大会,诺基亚卷土重来。在此次会议期间,诺基亚向外界重点展示了一些最新核心技术,其中令人瞩目的Airscale低延时技术发布,令其有了着力发展移动通信5g业务底气。另外,诺基亚宣布,2016年底前或将回归手机业务。
事实上,诺基亚在过去一年时间一直为东山再起布局。2015年4月,诺基亚宣布以156亿欧元的总价值收购法美合资电信设备商阿尔卡特朗讯,此项收购将于2016年上半年交割完毕;此外,诺基亚还宣布倾力于消费级终端产品OZO camera360的虚拟现实设备研发生产;同时,诺基亚还宣布以3.5亿美元基金支持IOT技术发展,以掘金物联网发展。
种种经营动作迹象表明,诺基亚正进入业务全面转型和战略提升。当然“诺粉”们最惦念的还是:2016年,诺基亚真的会回归手机业务?
重建:手机业务前途未卜
“诺基亚不着急,一切都还来得及。”
针对“诺粉”们和业界对诺基亚手机新产品的翘首以盼,在MWC2016上,诺基亚CEO拉吉夫苏立做出了上述表态。他坚定地认为,诺基亚不打算贴牌,或者重建出售给微软的生产商和销售设备。为此,诺基亚将寻找能够满足彼此期望的合作商合作,由诺基亚提供专业设计和品牌给对方予以生产。
在所有人未看到真实产品的情况之下,即使是拉吉夫苏立本人的表态,也只能认为是一种假设。这种假设当然有良好的预期:诺基亚手机业务回归连接着老一代诺粉的情感记忆,而一旦这种手机的品牌情感记忆被唤醒,将促进其产品重新被市场所接纳。
这种假设有市场,因此也成为各种分析师针对诺基亚策略探讨的出发点。不过,媒体们对诺基亚的手机业务策略,持审慎悲观态度者多。提出悲观观点的理由很简单:首先,不自己生产手机的代工模式,是谁生产,不确定;其次,回归日程,不确定;再者,智能机市场格局今非昔比,一切未有定数。
纵观诺基亚2015年第四季度以及全年财报,诺基亚第四季度可持续运营业务净销售额为36.09亿欧元,较2014年同期增长了3%;第四季度的净利润为17.9亿欧元,较2014年同期增长了304%。
2013年诺基亚第二季度财报显示Here地图服务表现不错
从年报分析来看,诺基亚收入第一是专利收入,诺基亚与三星2013年达成的一项约束性仲裁协议达成和解,三星每年还要向诺基亚支付约合人民币21.36亿元的费用。诺基亚收入第二是来自电信设备及技术出售,2015年诺基亚以28亿欧元价格出售HERE数字地图和位置服务给德国奥迪—宝马—奔驰结合的汽车联盟,目前到账25.5亿欧元。
根据2015财年数据,诺基亚收购阿尔卡特朗讯,着力业务整合,由此带来合并后的潜在市场规模达到了1410亿欧元,几乎实现翻番。诺基亚和阿尔卡特-朗讯合并后,净销售额达到了266亿欧元,市场份额从北美到大中华区市场全面提升,与华为、爱立信形成3足鼎立之势。
而与阿尔卡特朗讯整合后的诺基亚有三大增长驱动力:一是中国市场的持续稳定增长,二是专利收入的继续增长,三是未来5G及物联网业务带来的新机会。
因此,从业务方向与收入来源看,手机业务是否真的会被诺基亚当作复兴的重要棋子,未有定论。但拉吉夫苏立仍然强调,“尽管诺基亚今天主要是销售设备给企业,但是大多数人仍然认为它是一个消费产品的制造商。因此,诺基亚应该大胆尝试消费产品领域”。
虽然拉吉夫苏立表态模糊,但可以预见的是,诺基亚正在步一盘的很大的局。
转型:5G先行的全业务生态试水
与手机业务不明朗的前途相比,诺基亚的全业务生态战略打造已经出具规模。
与阿尔卡特朗讯合并后,诺基亚业务线将主攻移动网络、固定网络、IP和光网、应用和技术分析、创新技术。核心将重点发力5G业务,并建立以5G业务为基准的应用矩阵。目前,诺基亚拥有一套完整的5G通信技术组合,将为不断增加的各种机器设备实现联网和相互连接提供基石,从而开创新的无限可能,包括提高生产效率、改进交通安全、净化环境等。
而借助诺基亚面向移动网络和固网的5G多业务网络架构,运营商可在语音和数据应用之外提供更多其他服务,从而采取主动,迎接来自不同行业的新商机。
诺基亚在5G技术将应用于多个领域:无人驾驶汽车、工业互联网连接机器人、球场体验、虚拟现实互动、超高容量、大规模连接和概念验证演示。
德累斯顿工业大学通信网络社团、德国电信主席、德国5G实验室协调人Frank H.P Fitzek教授表示:“凭借5G通信系统方面的专业知识,和诺基亚一起合作实现了一种全新的低时延5G业务,即触觉互联网。低时延通信可支持随时随地操控远程对象和设备,如无人驾驶的联网汽车、工业机器人和远程手术等,将广泛应用于移动通信、制造业以及医疗等领域。”
诺基亚OZO camera360的虚拟现实设备
贝尔实验室总裁、诺基亚首席技术官Marcus Weldon也表示:由5G所推动的自动化将助力创建新的业务,催生新服务。贝尔实验室已经开发出可实现30Gbps创纪录峰值速率的聚合技术。
如此,诺基亚通过5G先行的策略,将搭建全新的业务模块,同时与运营商,互联网企业及消费者共同打造下一代通信网络及物联网的应用生态。未来的通信场景由谁来建构?回答这个问题的指向,将有利于我们去理解诺基亚的选择。一切都因通信,解决通信的问题,并使之建构应用的生态,才是诺基亚对于移动互联网及物联网的理解。而目前,诺基亚正在重新定义无线接入。
那么,诺基亚的优势在哪里?据悉,收购阿尔卡特朗讯后,公司整体名为诺基亚,但保留了阿尔卡特朗讯-贝尔实验室。这个作为通信业殿堂的实验室,将承载5G关键技术的研发与创新。另外,VR(虚拟现实)增强现实的技术创新,将全面引领VR专业级应用市场,创新并不落后的诺基亚有足够的资本回归王者。另外,诺基亚是供应链管理的顶级专家,在成本控制及渠道建设,也有着深厚的传统和技能。
那么,诺基亚的市场在哪里?作为印度裔的新加坡人,拉吉夫苏立有着深厚的南亚背景,其对亚太市场充分重视。根据诺基亚2015年Q3报告显示,诺基亚27%的收入增长来源于中国市场,特别是在4G业务增长方面。而收购阿尔卡特朗讯后,诺基亚将持续保持和扩大在北美和中国市场的市场份额,这也将直接威胁华为与爱立信的市场优势。
都说诺基亚的手机败局是因为管理的滞后,导致创新与市场的脱节,成本与控制的双向失衡,甚而导致手机业务置于“想改不能改”的境地。那么,转型意味着公司在设法从失败中挣脱。如此,考验拉吉夫苏立的将不仅是一场如何成功收购带来业务革新那么简单。