The leading global wireless equipment suppliers, began to feel that the United States, India and Russia operators tightening spending revenues of bring pressure. While European telecom operators focus on upgrading existing network, the Ericsson, it only means that low profit margins upgrade.
Economic, regulatory and political uncertainty factors in these key to the telecom market cooling, this also is the fourth quarter Ericsson declining profits is one of the reasons for the short term, operators will still be cautious of investment. Ericsson equipment support the global nearly 40% of mobile flow, and investors generally restrained attitude, a lot of people think that Ericsson performance is to test whether the healthy development of the wireless industry touchstone.
In addition to environment, Ericsson and other two big challenge: the joint venture SONY Ericsson (complete with SONY Ericsson plans this month of equity trading) and Italian law-Ericsson poor performance, as well as from the Chinese rival huawei (the Po) of strong competition.
On Thursday, Ericsson chief executive WeiHanSi (Hans Vestberg) in the Canadian headquarters to accept the globe and mail interview, discussed the Ericsson this year in the face of challenges and opportunities.
Q: you have mentioned in the short term, part of the operation chamber of commerce cautious attitude to continue investment, whether this can be understood as Ericsson 2012 sales will further reduce?
A: it will affect our sales-the problem is too easy bad instead answer. When you look around the macroeconomic environment, see enterprise four attend investment attitude observation caution, it is not strange. But, in the long term, within the industry growth potential of power still did not change, I mean that more and more people are using the network, we see the growth of the smart phone, these trends for the industry is very important.
Q: in the face of low cost competitors huawei's pressure, Ericsson do something to better position?
A: first of all, we must remember Ericsson has many different areas of business, for example, mobile infrastructure, core IP, service and multimedia...... We are in these areas have their own different rivals, some areas have Asian rivals, some areas have U.S. rivals. To our point of view, just do what we are doing-that is to become the industry leader. Of course, we also need to understand what the competition is doing, these are not fresh topic.
Q: north American operators including Rogers and BCE, are set to work to deploy LTE, in the next few years, these of LTE will bring the evolution of what are the effects of Ericsson?
A: now the global had 6 billion mobile users or 40-4.5 billion, because some are double subscribers. And much of it is still GSM or other 2 G users, and is part of the 3 G migration, the proportion is about 35%, the global 4 G users may only 2%, to the next generation of technology evolution process is slow. And Ericsson is doing what management 2 G 3 G and 4 G networks, of course, also include LTE, CDMA and so on, we can manage all technology systems network.
Q: your mobile broadband services to global growth long-term forecast is???????
A: today, mobile signal covers about 85% of the population, as I've mentioned, about 6 billion. I think our forecast is, 2011 with the 970 million mobile broadband users and 500 million fixed broadband users, by 2016 there will be 5 billion mobile broadband users, this means that when Internet users in the three times now, move the signal will cover 90% of the population, is also likely to be more than 92%. Of course we have now see for smart cellphones and other related the rise of equipment, data explosion is occurring.
Enterprise will change their tactics used to mobile broadband and cloud computing...... At the same time, our society will have a lot of influence, we believe that medical health industry will be a new conception, be changed thoroughly technology, education and carbon dioxide emissions problem will likely get a good solution.
We believe that by 2020, there will be 50 billion device to connect into the net, into the network society.
Q: Canada in this advanced network society can act as any role?
A: Canada because there are many high technology and innovation, the market of the future of the network society, to much easier as...... Of course it is for Ericsson Canada a very important market, no matter from research and development point of view, or stand in view of the customer innovation.
Q: Ericsson since 2007 to cease to provide detailed financial investors guide, now still criticized, company have a plan to restore the practice before?
A: I want to, even if we never have provided detailed guidelines, no matter how we will hear the voice of the criticism, and Ericsson will suffer. In 2007, I as Ericsson's chief financial officer, published some financial sex of the tutorial, but lasted only a year. Later we decided to release with our estimates, announced the business performance as standard.
Q: do you think that means method-Ericsson can return to profitability in orbit?
A: this I have published view, and this will take time. First there is the design of mobile phone chipset, then is the cellphone forming, the last is the mobile phone mass production, and the industry has a long delivery cycle.
Q: for the Canadian government whether it should be let go of foreign investors to the telecom enterprises investment restrictions, do you have any idea?
A: I have no advice for the Canadian government, you need to remember we operates in over 180 countries, with an opinion for me is a big risk, the risk will spread to every country.
Q: you to Canada's telecommunications market competition have any comments?
A: I usually don't have any comment, but thank you asked.
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