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Page 1: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Gli attori

Le imprese ITCS

Page 2: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Le imprese ICTS

Le imprese “ICTS” (Information & Communications Technology Supplier) sono i fornitori e produttori di apparecchiature e servizi per le Telecomunicazioni edhanno come principali clienti gli operatori che possiedonola rete di telecomunicazione.Il loro ruolo è in continua evoluzione.

Page 3: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Sales 2004, BUSD

0

10

20

30

40

500 %

16%

5%-2%

3% 19%

1%

12%

12%

6%

18% 0%

13% 12%

9%

-4%

46%

12%

Le principali imprese ICTS nel 2004

Page 4: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

L’ evoluzione delle market share

0,0%

5,0%

10,0%

15,0%

20,0%

25,0%

30,0%

Ericsson AlcaLuc NSN Nortel Motorola Huawei

2003 2004 2005 2006 07'Q2 07'Q3

Page 5: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

In questo pianeta sopravvive e prospera solo chi riesce ad adattarsi velocemente ai cambiamenti del contesto : la legge dell’ evoluzione

Page 6: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Le imprese ITCS

Le attuali imprese ITCS si dividono in 3 categorie:

Le imprese che hanno fatto la storia delle Telecomunicazioni e che esistono da più di cento anni

Le cinesi

Le imprese che sono più recenti come origine e sono nate in momenti di svolta della tecnologia e/o del contesto socio-economico del mondo delle Telecomunicazioni

Page 7: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Le imprese storiche

Le imprese cosi dette storiche delle Telecomunicazioni sonostate capaci di adattarsi velocemente allo sviluppo tecnologicodelle Telecomunicazioni e spesso lo hanno guidato .Inoltre sono state capaci di adattarsi anche ai cambiamento del contesto socio-economico in cui si sono trovate ad operare, in alcuni casi cambiando drammaticamente pelle :

Page 8: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Type Public (OMX, NASDAQ

Founded Stockholm, Sweden (1876)

Founder Lars Magnus Ericsson

Headquarters Kista, Stockholm Sweden

Area served Worldwide

Key peopleMichael Treschow (Chairmanof the board), Hans Vestberg CEO

ProductsMobile and fixed broadband networks, consultancy and managed services, multimedia technology

Revenue SEK 206.477 billion (2009)

Operating income SEK 5.918 billion (2009)

Employees 82,500 (2009)

SubsidiariesSony Ericsson (50%)ST Ericsson (50%)LG-Ericsson(50%)

Website Ericsson.com

Page 9: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Founded in 1876 as a telegraph equipment repair shop by Lars Magnus Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless Valley". Since the mid-1990s, Ericsson's extensive presence in Stockholm has helped transform the city into one of Europe's hubs of information technology (IT) research. Ericsson has offices and operations in more than 150 countries, with more than 20,000 staff in Sweden, and also significant presences in, for example, the Italy, India, Ireland, the USA, Finland, China, and Brazil.In the early 20th century, Ericsson dominated the world market for manual telephone exchanges . The world's largest ever manual telephone exchange, serving 60,000 lines, was Ericsson. If also it was almost dominant in Europe with its ARF , electromeccanic exchange , it invest quite substantial in electronic exchange in 70ths Throughout the 1990s, Ericsson held a 35-40% market share of installed cellular telephone systems. Like most of the telecommunications industry, Ericsson suffered heavy losses after the telecommunications crash in the early 2000s, and had to fire tens of thousands of staff worldwide in an attempt to manage the financial situation, returning to profit by the mid-2000s.Ericsson is currently the world's largest mobile telecommunications equipment vendor with a market share of 35%.

Page 10: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Type Public (Euronext NYSE )

Founded2006 (1898 as CGE ,1869 as WesternEletric)

Headquarters 7th arrondissement, Paris, France

Area served Worldwide

Key peopleBen Verwaayen (CEO), Philippe Camus (Chairman of the board)

ProductsHardware, software and services to telecommunications service providers and enterprises

Revenue ▼ €15.157 billion (2009)

Operatingincome

▼ (€692 million) (2009)

Employees 77,717 (2009)

Website www.alcatel-lucent.c

Page 11: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Bell Telephone Laboratories was created in 1925 from the consolidation of the R&D organizations of Western Electric and AT&T. Bell Labs would make significant scientific advances including: the transistor, the laser, the solar cell battery, the digital signal processor chip, the Unix operating system and the cellular concept of mobile telephone service. Bell Labs researchers have won 11 Nobel Prize

I laboratori Bell

Page 12: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Le ultime scomparse

Page 13: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Nazione Canada

Tipologia Società per azioni

Fondazione 1895 a Montreal

Sede principale

195 The West MallToronto (Ontario M9C 5K1)Canada

Persone chiave

Mike Zafirovski, AD

Settore Telecomunicazioni

ProdottiHardware, Software e Servizi per le telecomunicazioni e le imprese

Fatturato 11.42 miliardi di USD (2006)

Dipendenti 33 760 (2006),presenza in 150 paesi

Slogan Business Made Simple

Sito web www.nortel.com

Il 14 gennaio del 2009 ha fatto richiesta di fallimento assistito.

Page 14: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Fu fondata da Guglielmo Marconi in 1897 as The Wireless Telegraph & Signal Company . Cambiò nome in Marconi's Wireless Telegraph Company in 1900 and The Marconi Company in 1963.La ditta ha subito svariate vicissitudini con acquisizioni e fusioni avendo un buon successo non solo nel campo civilema anche in quello militare , ma è stata praticamnteassente nel radiomobile

The Marconi Company Ltd.

Page 15: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

A Ottobre 2005 Ericsson propose di comprare il nome e gran parte della compagnia. La compra vendita si è conclusa positivamente e dal 1 gennaio 2006 Ericsson e

Page 16: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Quello che Ericsson ha comprato

UK• Former Plessey and GEC• Narrowband switching, optical, services• Soft switch• 4,100 employees of which 1,000 R&D• Approx. 2,300 stay with telent

Germany• Former Bosch• Microwave, services • 1,500 employees

of which 400 R&D• Approx. 100 stay with telent

US• Former FORE• Data Networks • 700 employees

of which 200 R&D

Italy• Old Marconi• Optical Network • Network Management • Broadband Access • 1,900 employees

of which about 600 R&D

Page 17: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Merging by acquisition

Marconi e Ericsson sono una sola ditta con un solo nome Ericsson.

Page 18: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless
Page 19: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Troppo piccoli ormai non si sopravvive più, anche se non si pensa di essere in competizioni con le grandi

Page 20: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Spesso la strada apparentemente tutta dritta inganna

Page 21: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Le nuove imprese

Le reti a pacchetto

Il mobile

Page 22: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Type Public

Founded San Francisco, California (1984)

Founder(s) Len Bosack,Sandy Lerner,Richard Troiano

Headquarters

San Jose, California

Area served Worldwide

Key people John T. Chambers (Chairman & CE)

Products

Networking Device,Network ManagementCisco IOS and NX-OS Software,Interfaceand Module, Optical networking,Storage area networksWireles, Telepresence, VOIP Security,Datacenter

Revenue ▲ US$40.040 billion (2010]

Operatingincome

▲ US$9.164 billion (2010)

Employees 70,714 (October 2010)[

Subsidiaries many

Website Cisco.com

Page 23: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Type Public

FoundedTampere, Finland(1865) manufacturer of galoshes and other rubber products1990’s became a mobile company

Founder(s)Fredrik IdestamLeo Mechelin

Headquarters Espoo, Finland

Area served Worldwide

Key peopleJorma Ollila (Chairman)Stephen Elop (President & CEO)

Products Mobile phones,Smartphones.Mobile computers,Networks

ServicesMaps and navigation, music messaging and mediaSoftware solutions

Revenue ▼ €40.99 billion (2009

Operating income ▼ €1.197 billion (2009)[

Employees 131,553 (September 30, 2010)[

DivisionsMobile SolutionsMobile PhonesMarkets

SubsidiariesNokia Siemens Networks,Navteq,Symbian,Vertu,Qt Development Frameworks

Website Nokia.com

Page 24: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Nokia Corporation (Finnish pronunciation: [ n̍ɔkiɑ]) (OMX: NOK1V, NYSE: NOK,

FWB: NOA3) is a Finnish multinational communications corporation that is

headquartered in Keilaniemi, Espoo, a city neighbouring Finland's capital

Helsinki.[3] Nokia is engaged in the manufacturing of mobile devices and in

converging Internet and communications industries, with over 123,000

employees in 120 countries, sales in more than 150 countries and global annual

revenue of EUR 41 billion and operating profit of €1.2 billion as of 2009.[1] It is the

world's largest manufacturer of mobile telephones: its global device market share

was 30% in the third quarter 2010, down from an estimated 34% in the third

quarter 2009 and an estimated 33% in the second quarter 2010.[2] Nokia's

estimated share of the converged mobile device market was 38% in the third

quarter, compared with 41% in the second quarter 2010.[2] Nokia produces

mobile devices for every major market segment and protocol, including GSM,

CDMA, and W-CDMA (UMTS). Nokia offers Internet services such as

applications, games, music, maps, media and messaging through its Ovi

platform. Nokia's subsidiary Nokia Siemens Networks produces

telecommunications network equipment, solutions and services.[4] Nokia is also

engaged in providing free digital map information and navigation services through

its wholly-owned subsidiary Navteq.[

Page 25: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Nokia Siemens Networks

Nazione Finlandia

Tipologia Joint venture

Fondazione 2007

Fondata daNokia Oyj (50%)Siemens AG (50%)

Sede principale Espoo

Persone chiave

Simon Beresford-Wylie (Amministratore delegato), Rajeev Suri(Amministratore delegato designato dal 1 ottobre 2009)Luca Maestri (Direttore finanziario)Olli-Pekka Kallasvuo (Presidente del consiglio di amministrazione)

Settore Telecomunicazioni

Prodotti Sistemi di Telecomunicazioni per reti fisse e mobili

Dipendenti 60 000 (2009)

Sito web www.nokiasiemensnetworks.com

Page 26: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Nazione Germania

Tipologia Società per azioni

Fondazione 1847 a Berlino, Germania costruivano telefoni

Fondatore Werner von Siemens

Sede principale Monaco, Germania

Persone chiave •Peter Löscher, presidente ed AD

Prodotti

•Generatori elettrici•Automazione industriale•Illuminazione•Apparecchiature mediche•Computer•Trasporto ferroviario•Purificazione acqua•Finanza•Tecnologia delle costruzioni•Elettrodomestici•Domotica

Fatturato 87,325 miliardi €

Dipendenti 480.000 (2007)

Slogan Global Network of Innovation

Sito web www.siemens.com

Page 27: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Le imprese ITCS italiane

Durante il periodo del monopolio c’era una florida industria delleTelecomunicazioni in Italia formata da grande aziende qualiItaltel, Telettra , Marconi e un numero notevole di medie e piccole aziende.In parallelo durante questo periodo c’erano anche dei grandiinsediamenti di multinazionali delle Telecomunicazioni qualiFatme (Ericsson) , Face Standard ( Itt poi Alcatel ) , Siemens.La Fatme è arrivata ad avere in Italia quasi 10000 addetti, la fabbrica di via Anagnina è stata per anni la più grande realtàmetalmeccanica del Lazio.

Page 28: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Le imprese ITCS italiane

Il passaggio dalle centrali elettromeccaniche a quelle elettronicheridusse notevolmente l’occupazione in fabbrica e la fine del monopolio non consentì di sopravvivere a parecchie realtàitaliane grandi e piccole.Solo Italtel delle storiche imprese Italiane sopravvive , ma ancoracon una parte del capitale che è di Telecom Italia e con unagrossa partecipazione di CISCO.

Page 29: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Nazione Italia

Tipologia Società per azioni

Fondazione 1921

Sede principale

Settimo Milanese

Settore Telecomunicazioni

ProdottiSistemi di Telecomunicazioni di rete fissa

Fatturato 467,8 milioni di € (2008)

Dipendenti 2.300 circa (2008)

Slogan Roots to the Future

Sito web www.italtel.com

Page 30: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Le cinesi

Page 31: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

TipologiaSocietà per azionia partecipazione statale

fondazione 1985

Fondata da Hou Weigui

Headquarters

Shenzhen

Personechiavi

Yin Yimin CEO and Hou Weigui, chairman

Settore Telecommunication

Fatturato 10 billion $

Margineoperativo

298 million $

Employees 50 000

Website www.zte.com.cn

Page 32: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless
Page 33: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless
Page 34: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Il mercato delle reti ottiche parla cinese. Boom dei vendor asiatici

• Ovum: "Nei Paesi occidentali il mercato è ancora debole ma in Asia-Pacifico è in piena crescita". Lo dimostrano le perfomance finanziarie di aziende come Huawei e Zte

• Grazie anche al boom economico cinese, Huawei ha assunto la leadership del mercato mondiale dell’optical networking – un mercato ancora debole nei Paesi occidentali, ma in piena crescita nell’Asia-Pacifico. E’ quanto emerge dall’ultima ricerca di Ovum, che ha pubblicato i risultati del terzo trimestre 2009 per i vendor di attrezzature di rete ottica (On). Il mercato globale vale nel terzo trimestre 2009 3,6 miliardi di dollari, il 4% in meno rispetto al secondo trimestre e in calo del 10% rispetto alterzo trimestre 2008. “Ma sono dati che vanno letti regione per regione”, puntualizza il vice president di Ovum, OpticalNetworking, Dana Cooperson. “In Nord America l’emorragia sembra essersi fermata, mentre in Emea e Sca (Asia del sud e centrale) il mercato resta in gravi difficoltà.

L’Asia-Pacifico, guidato dalla Cina, continua a crescere oltre ogni aspettativa e traina il mercato mondiale”. “Numerosi vendorbeneficiano dell’estensivo shopping della Cina in On, alimentata dai progetti per il 3G mobile, ma nessuno più di Huawei”, continua la Cooperson. “La sua forza non si limita al mercato domestico: Huawei ha ormai a pieno diritto assunto la leadership di un settore che quest’anno vale 15,2 miliardi di dollari e ha superato Alcatel-Lucent, da tempo numero uno”. In base all’analisi di Ovum, il fatturato globale di Huawei ha superato quello di Alcatel-Lucent di oltre 100 milioni di dollari in ciascuno dei primi tre trimestri dell’anno. Il fornitore cinese ora distanzia la rivale, in termini di share di mercato, di quasi tre punti percentuali.

Fra i principali dieci vendor, solo Huawei e Zte, dinamici leader del mercato cinese e internazionale, hanno registrato un miglioramento anno su anno del fatturato, mentre poche aziende riportano una crescita sequenziale (Cisco, Fujitsu, Nec, Tellabs e, secondo le stime di Ovum, Nortel). Decisa l’avanzata di Zte, che ha superato Fujitsu aggiudicandosi il quarto posto nella top five. Nokia Siemens, fornitore numero cinque al mondo ancora nel terzo trimestre 2008, è scivolata dietro Tellabs al nono posto. Da parte sua Cisco ha scalzato Ciena ed è rientrata nella top ten.

12 novembre 2009

• di Patrizia Licata (

Page 35: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

ZTE Premiati i prodotti FttxLa piattaforma di accesso ottico xPon di nuova generazione di Zte, azienda specializzata nella fornitura di apparati di telecomunicazioni e soluzioni di rete, si è aggiudicata l’InfoVision Green Broadband Award in occasione dell’evento Bbwf Europe tenutosi nei giorni scorsi a Parigi. Questo risultato costituisce in realtà un elemento di continuità: è infatti la seconda volta che un prodotto Fttx di Zte ottiene tale riconoscimento nel corso di questa importante manifestazione.

I Broadband InfoVision Award rappresentano già da tempo i riconoscimenti più prestigiosi nel settore broadband. Quest’anno erano presenti 10 categorie – tra cui Best New Service e Broadband Network and Services Management and Operations – per premiare i prodotti più innovativi e rappresentativi.

Zte ha vinto il Green Broadband Award per la piattaforma di accesso ottico di nuova generazione Zxa10 C300.

5 novembre 2010

Page 36: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless
Page 37: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Nazione Cina

TipologiaSocietà a responsabilità limitata(non è quotata in borsa)

Fondazione 1988 a Shenzhen

Fondata da Ben Zhengfei

Sede principale

Shenzhen

Persone chiave Ben Zhengfei fondatore

ProdottiSistemi di Telecomunicazioni per reti mobile e fissa, telefoni cellulari

Fatturato 30 milioni di USD

Dipendenti circa 87.502 (2008)

Sito web www.huawei.com

Established in 1988 by Ren Zhengfei, Huawei Technologies is a private high-tech enterprise which specializes in research and development (R&D), production and marketing of communications equipment, and providing customized network services for telecom carriers.[2]

Huawei serves 45 of the top 50 telecoms operators and puts 10 per cent of revenue into R&D each year.[3] In addition to the R&D centers in Shenzhen, Shanghai, Beijing, Nanjing, Xi'an, Chengdu, and Wuhan in China, Huawei also has R&D centers in Stockholm, Sweden; Dallas and Silicon Valley, U.S.; Bangalore, India; Ferbane in Offaly, Ireland; Moscow Russia; Jakarta, Indonesia; and Wijchen, Netherlands

Page 38: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

La grande preoccupazione di Ericcson

HuaweiEricsson

2,8

0,5

16 000

11 000

R&D (BUSD)

R&D employees

(175 000 USD / employee) (45 000 USD / employee)

Note revenue 2004 : Ericsson (system) 11.5 $ billion, Huawei 3.8 $ billion

R&D costs in 2004

Page 39: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Il carteggio Huawei

Page 40: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Huawei• Established in 1988, and the only large "private" company in the Chinese telecom

sector.

• Over 62,000 employees at the end of June 2007, representing a year-to-year increase of 76.9%. 12 R&D centers located both inside and outside China.

• Continue to grow its business outside China, especially in Asia Pacific and Africa.

• No transparency in financial since it is not listed company– this gives freedom to Huawei

• Not being state-owned is crucial for the rise of Huawei

– Entrepreneurial, market-driven

– not too dependent on government support compared to ZTE which is state-owned

• Aggressive sales culture – strong customer focus

• Shenzhen HQ is first class – impressing customers

• Extensive share incentive system for Chinese employees

• Chinese HR situation - an issue for Huawei

– High turnover rate, and lower moral, among new employee

– Buyout the length of service to avoid impact of new Labor Contract Law

A private company with an unchallenged decision maker

Page 41: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

UMTS

GSM/GPRS/EDGE

GSM-T/GSM-R

CDMA2000

IMS

Mobile Soft Switch

WLAN/WiMAX

NGN

DSLAM

MSAN

Switching

Fixed Terminals

LH/ULH DWDM

Metro WDM

OCS

NG-SDH(ASON)

NG-SONET

FSO

Fixed IN

Wireless IN

Universal IN

Mobile Data

CDN/SAN

OSS/BSS

Router

LAN Switch

Security & VPN

GW & Server

UMTS handset

CDMA handset

CDMA fixed terminal

Wireless data card

Wireless module

ISO 9001:2000/TL9000/CMM for quality control

ISO 14001 for environment management

OHSAS 18001: 1999 for occupational health and safety administration

ASICs and Shared Platform

Wireless Network Fixed-line Network Optical Network

Application and SoftwareDatacom

Network

Handsets and Wireless Terminals

Network Product Line

Customized Communications Network Solutions

Market Position-Product Portfolio 1(2)

Customized Communications Network Solutions

ASICs and Shared Platform

Source: Huawei web

notes

Huawei has the broadest product portfolio in the telecom industry

Page 42: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Market Position-Product Overview • Radio product portfolio is getting stronger

– WCDMA RAN credibility has increased. Accepted by tier one operators– Has better IP story than any other competitors in radio areas– GSM market share has increased because of China expansion. New BTS 3012 is relatively

competitive compared with its old BTS312 and support EDGE

• Strong in Wireline– Wireline DSLAM, MSAN and optical have better positions than Ericsson and Huawei is still

investing money in these areas• No.2 in DSL globally with 23% of DSL ports and 19% of revenue• No.2 in DSLAM (ATM+IP DSLAM) globally with 25% of ports and 22% of revenue (source:

Infonetics, Q3 2007)

• Service and delivery are still weak due to lack of skills and resources at the moment– Huawei intends to address the services market to be able to compete in a mature market like

Europe– Has ambitions to move into a more advanced services segment, the managed services

• recently signed its first managed service contract with Bharti Airtel Sri Lanka

• Software development and handling is an area of concern– Actions are taken to reduce number of SW versions– Huawei is trying to improve R&D efficiency and has split SW development into two groups: SW

correction group and SW development group

• Rising costs in R&D– Huawei cost reduction programs in place– trend towards less flexibility to customer requirements

Software development and handling is an area of concern

Page 43: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Executive Summary

• Huawei will remain one of the major competitors to Ericsson in the years ahead. In some segments they have a strong position. They are getting closer to Ericsson in WCDMA, strong in fixed networks, but weak on IMS and services

• Huawei is pursuing an aggressive growth strategy with special break-in mode, focus on mobile systems and global operators. However, the strategy is costly, and is squeezing margins

• Huawei is in the transition to become an innovative company, and is investing substantial R&D money mainly in growth areas However, they are still to be regarded as a "fast follower"

• Huawei, as a "private" company, is not dependant on government support and is sensitive to financial results, and will eventually need to balance growth targets against profit requirements

• Huawei is not defying gravity. The laws of physics apply also to them. The effects of their very aggressive sales strategy (in some areas) are reflected in the financial results

Page 44: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Market Position-Financial

Huawei’s Revenue and Cash Flow, 2002-2006 Huawei’s Operating Profit Margin, 2002-2006

2.132.69

0.31 0.39

8.50

6.98

3.83

0.740.710.40

0

2002 2003 2004 2005 2006

Billion U

SD

Revenue Cash Flow

10%

14%

7%

18%19%

0%

5%

10%

15%

20%

2002 2003 2004 2005 2006

Source: Huawei Company Information, Infosage Analysis, 2007 Source: Huawei Company Information, Infosage Analysis, 2007

notes

Growing revenues, weak cash-flow and decreasing profit margins

Page 45: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

L’ evoluzione di HUAWEI

0,0%

5,0%

10,0%

15,0%

20,0%

25,0%

30,0%

Ericsson AlcaLuc NSN Nortel Motorola Huawei

2003 2004 2005 2006 07'Q2 07'Q3

Page 46: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

1988 - Ren Zhengfei founds Huawei as distributor of imported private branch exchange PBX products1993 - Introduces its first major product, a digital telephone switch with large capacity of over 10,000 circuits1996 - Wins first big overseas contract for fixed-line network products from Hong Kong's Hutchison Whampoa2003 - Forms joint venture with 3Com to build Internet protocol-based routers and switches2004 - Overseas sales surpass domestic sales for first time2009 - Is named world's top patent seeker, becoming the first Chinese company to head the United Nations World Intellectual Property Organization (WIPO) list.2009 - 2008 contract orders rose 46 percent to $23.3 billion (75 percent of which came from overseas) and expects orders to reach $30 billion this year.2009 - Overtakes Alcatel-Lucent to become world's No. 3 mobile network gear maker, doubling its market share from a year ago, according to researcher Dell'Oro2009 Q3- Huawei passed Nokia Siemens Networks for the No. 2 position in the global mobile infrastructure equipment market in the third quarter, according to research firm Dell'Oro—a sign of the changing fortunes of the two vendors.

History of Huawei

Page 47: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

In February 2003 Cisco Systems filed motion for preliminary injunction against HuaweiTechnologies, quoting the defendant to be "engaged in blatant and systematic copying of Cisco's router technology". Cisco examined Huawei's operating system (VRP) and "found telltale signs that it was developed using Cisco's source code". To support their case, Cisco also presented additional evidence, including declaration of a former Huawei employee detailing a list of "inappropriate" practices utilized by FutureWei Technologies, a US-based subsidiary of Huawei.In July 2004 Cisco, Huawei and 3Com filed a stipulation and order of dismissal with prejudice in the lawsuit filed by Cisco against Huawei in the United States District Court, Eastern District of Texas, Marshall Division, which means that Cisco can't bring another lawsuit against Huaweiasserting the same or substantially similar claims.Huawei Technologies became the focus of a major intellectual property scandal again later in 2004, when Yi Bin Zhu, a Huawei employee, was caught afterhours in a competitor's booth at the SuperComm tradeshow, "examining circuit boards taken from the vendor's displayed gear and taking photographs" [42]

In July 2010, US-based mobile vendor Motorola Inc have filed an amended complaint against Huawei claiming loss of confidential information to Chinese company. Motorola also maintained that "Huawei and its officers knew they were receiving stolen Motorola proprietary trade secrets and confidential information without Motorola's authorization and consent".[43]

Sospetti di spionaggio industriale

Page 48: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Huawei da record: 1 miliardo gli utenti Gsm

Un quarto di tutti gli abbonati mobili al mondo utlizza le reti della società cinese. Il presidente Wan Biao: "Puntiamo a un ulteriore miliardo"Le reti Gsm di Huawei sfondano quota un miliardo di utenti (un quarto di tutti gli utenti mobili nel mondo). Il risultato è stato raggiunto grazie allo sviluppo della rete che la società cinese ha realizzato per conto di Mtn Nigeria. “Un traguardo raggiunto anche grazie al rapporto di fiducia stabilito negli anni con tutti i nostri clienti - osserva Wan Biao, Presidente di Huawei Wireless Networks -. La base di abbonati Mtn, con la predominanza di utenti Gsm, ha registrato una crescita annua del 25%, dimostrando che la tecnologia Gsm resta la scelta migliore quando si tratta di servizi voce per utenti mobili. Ci auguriamo che la nostra partnership con operatori innovativi come Mtn possa portare a conquistare un altro miliardo di clienti!”.

La tecnologia Gsm è lo standard per la telefonia mobile più utilizzato e diffuso al mondo. In queste soluzioni Huawei ha investito massicciamente, arrivando a definire il record di velocità dati su reti 2G pari a 564Kb/s grazie alla rivoluzionaria tecnologia Edge+ che consente anche agli utenti 2G di vivere esperienze 3G ad alta velocità, su reti Gsm. Al risultato ottenuto in termini di utenti va aggiunto quello delle vendite. Secondo la ricerca della Società Dell’Oro il colosso cinese detiene anche il record di vendite mondiali di prodotti Gsm nel secondo trimestre 2009.

5 novembre 2010di F.M.

Page 49: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

E non è questo il tipo di sorpasso

Page 50: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Non ci sono più le barriere doganali, ma c’è sempre la sicurezza nazionale

da difendere

Page 51: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Usa, divieto d'accesso a Huawei e ZteLe preoccupazioni per la sicurezza nazionale fanno alzare il muro all'ingresso dei due vendorcinesi. L’operatore Sprint Nextel esclude le due aziende dall’appalto per l’ammodernamento di reteNegli Usa scatta il semaforo rosso per Huawei e Zte. L’operatore Sprint Nextel ha deciso di escludere le due aziende cinesi dall’appalto multi-miliardario per l’ammodernamento della propria rete. Motivo, le crescenti preoccupazioni sui vendor cinesi per la sicurezza nazionale.

Secondo il Wall Street Journal la decisione arriva a una settimana di distanza da una serie di telefonate intercorse tra il segretario al Commercio Gary Locke e il Ceo di Sprint, Dan Hesse. Pur non essendo emerso alcun esplicito "no", il tema delle conversazioni si è centrato però sull'opportunità di aggiudicare il contratto a un’azienda cinese.

Le preoccupazioni del Dipartimento di Difesa partono dall'ipotesi di legami fra le due aziende e il governo cinese. Il mese scorso un gruppo di quattro parlamentari Usa hanno inviato una lettera alla Fcc esponendo i rischi derivanti dalla realizzazione di attrezzature Huawei e Ztenegli Usa. Nella lettera si parlava della possibilità che le due aziende cinesi, sotto l’influenza del governo militare, potrebbero manomettere switch, router o software integrato nelle reti di Tlc statunitensi così da alterare, interrompere o intercettare le comunicazioni.

8 novembre 2010di E.L.

Page 52: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Qualche volta si pensa di essere arrivati alle fine della strada

Page 53: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

I tre pilastri della gestione aziendale

OperationalExcellence

Technology Leadership

Marketing &vision

Page 54: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

I tre pilastri della gestione aziendale

OperationalExcellence

Technology Leadership

Page 55: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

for consumers andenterprises,based on our

user understandingand e2e capabilities

for network evolution and efficient operations,

based on our global structure

with local capabilities

The prime driverin an all-communicating worldMake people’s life easier and richer

Provide affordable communication for allEnable new ways for companies to do business

Operational Excellence in everything we do

Establish position inMultimedia Solutions

for any service overmobile and fixed, based

on our technologyleadership, broad

portfolio and scale

Excel inNetwork Infrastructure

Expand inServices

Cosa è Ericsson e come si presenta

Quartier generale in Stoccolma, business in 175 paesiVendite 2008 : 208,9 miliardi di coroneMargine operativo 2008: 23,5 miliardi di coronePersonale 76000 impiegati (20250 in Svezia )

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Page 57: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

LA VISION

Page 58: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Visione, strategia e Marketing

Per sfruttare al massimo il punto di forza : indiscussaleardship tecnologica nei sistemi radiomobili

Ericsson crea il messaggio di marketing:

L’accesso broadband via radio mobile non è solo un complemento all’accesso fisso, ma in tanti casi una validaalternativa . Il traffico generato dall’ accesso mobile neglianni arriverà fino a 1000 volte quello attuale.

Page 59: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Contributi agli standard WCDMA

Contributions to the WCDMA radio access networkEr

icss

on

No

kia

Siem

ens

No

rtel

Mo

toro

la

Alc

atel

Luce

nt

NEC

Fujit

su

Sam

sun

g

Pan

aso

nic

0%

5%

10%

15%

20%

25%

30%

35%

Page 60: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Continuous evolution towards higher speeds and lower latency

Broadband performance now & powerful evolution path!

Page 62: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Steve Iobs annuncia l’ipad,dopo il successo dell’iphone

Page 63: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Visione e strategia

Diversificare per per bilanciare la caduta di business sulleinfrastutture di rete, puntando sul contenuto a competenza locale:

Ericsson crea la divisione “ Professional Services “ il cui scopofondamentale è fornire agli operatori i cosidetti “Managed Services”

Page 64: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Con “Managed service “ si intende una funzione cheappartiene alla “ Value chain” dell’operatore ,la cui gestione viene da questo delegata ad un ente esterno

Page 65: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Quale attività può delegare un operatore

come “Managed service “

• Attività di gestione : gestione quotidiana della rete, attività dicontrollo e manutenzione compresi interventi di riparazione sulcampo, interfaccia operativa al cliente call center/help desk , supporto di qualunque tipo.

• Attività di installazione : realizzazione o aggiornamento di reti, servizi,e sistemi di supporto al business

• Attività di progetto e pianificazione : reti ,servizi e sistemi di supportoal business.

Page 66: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Perchè l’operatore fa gestire ad altrialcune funzioni

Page 67: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless
Page 68: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless
Page 69: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Back up slides

Page 70: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Higher speedimproves user experience

Music download

HSPAWCDMAGSM

4 sec20 sec4 - 5 min

Page 71: Gli attori - comlab.uniroma3.it 3 2010 2010 ITCs.pdf · Ericsson, Headquartered in Kista, Stockholm Municipality, since 2003, Ericsson is considered part of the so-called "Wireless

Higher speedimproves user experience

WCDMA 3G LTE

Video download

HSPA

6sec90 sec7 min