Nokia makes hay while the sun shines for Fixed Networks in Q3 2021 – FierceTelecom
Nokia CEO Pekka Lundmark kicked off the company’s Q3 2021 earnings call this morning, talking at great length about the company’s Fixed Network business.
The group has been on a roll, due to so much demand for fiber technologies such as passive optical network (PON).
Its networ…….
Nokia CEO Pekka Lundmark kicked off The agency’s Q3 2021 earnings name this morning, talking at good size Regarding The agency’s Fixed Community enterprise.
The group has been on a roll, As a Outcome of of Tons demand for fiber utilized sciences Similar to passive optical internetwork (PON).
Its internetwork infrastructure enterprise reported gross sales of $2.22 billion (€1.9 billion) in Q3, up 6% yr-over-yr. “Contained in the internetwork infrastructure group, the Fixed Communitys division was actually the standout by way of this quarter with unbelievable 29% progress,” said Lundmark, and this was “regardless of truly pretty strong comparables Inside the third quarter final yr.”
He said shifting forward, comparables will get Extra sturdy. However the Fixed Communitys enterprise is basking Inside the photo voltaicshine proper now.
He famous the launch of Nokia’s FP5 routing silicon, which he referred to as “maybe An important know-how extremelight of this quarter.” The FP5 Consists of a 4.8 Tbps internetwork processor, doubling The two.4 Tbps out there on the FP4, and is The primary chip in Nokia’s lineup to assist 800-gig Etherinternet routing interfaces.
Associated: Nokia slashes power utilization 75% with new FP5 routing silicon
Lundmark said FP5 Isnt solely power environment nice and has A lot of performance, However It is additionally versatile When it Includes programming capabilities to assist continuously evolving internetwork wants. And it has superior safety and encryption capabilities That are constructed-in on the chipset diploma.
Subsequent, Lundmark touted The agency’s GPON and XGS-PON enterprise, which use its Quillion chipset.
Associated: Frontier, Nokia hook up 100K houses with XGS-PON fiber
“Were presently Primary in GPON Fixed Entry,” he said. “And we are A very clear chief in XGS-PON.”
XGS-PON is 10 gigabit symmetrical passive optical internetwork. “We Even have 40% market share outdoors of China in XGS-PON.”
The identical Quillion chipset for XGS-PON Shall be used for its 25 gig (25G) PON. “On this half, we think about that we are 18 months forward of rivals,” said Lundmark. “We now have one stay internetwork with Proximus in Belgium and over 20 trials. And positively one of the biggest An factor of That is that That is actually out there right now if clients want this know-how.”
Lastly, Lundmark said fixed wi-fi access is wanting like a bproper, new alternative for Nokia. The agency already has Greater than 25 deployments. It is using its “house access area” for fixed wi-fi, and it’s Engaged on A mannequin new strategy to make millimeter wave radio by way ofble in fixed wi-fi access.
“We now have A mannequin new clever antenna designal and algorithms the place We current terribly extreme obtain, 360 diploma area of view, and continued optimization of The numerous propagation paths for the signal,” said Lundmark. “Which suggests We will set up A great connection even with weak or mirrored alerts and nonetheless permit for shopper indoor self-set up, which is Really essential to make the enterprise case work.”
Q3 numbers
Nokia reported Q3 gross sales of $6.31 billion (€5.4 billion) up 2% from the similar quarter in 2020. The agency reiterated its full yr steerage for internet gross sales of $25.35 billion – $26.51 billion (€21.7 billion – €22.7 billion).
One hitch in Nokia’s enterprise is current chain shortages of factors, related to semiconductors. The agency Isnt quantifying the menace. However Lundmark said, “It is significant, and it Is definitely growing. It is pretty potential that This event will Worsen earlier than it will get extremeer.”
