Life isn't easy without their phone, this painful period of Nokia-Nokia, 5G-IT information

Are communications industry slow period, and even hold together equipment manufacturers may not be able to change quickly around. In recent days, and one of the world's five largest telecom equipment Alcatel-Lucent (hereinafter "Arun") following the merger of Nokia releases 2016 second-quarter earnings, revenue and net profit fell, earnings fell short of analyst expectations. It was in January of this year Nokia and Arun officially fell for a second consecutive quarter since the merger.

Nokia said in June this year, Nokia Arlong's stake of more than 95%, late October this year is expected to be completed the acquisition of the remaining shares by 2018 to achieve benefits reduced total cost of 1.2 billion euros.

Ma Jihua, communications industry analyst believes that Nokia is still in the throes of transformation, and performance to a large difference in the short term. Merge with Arun's period of consolidation after the ride, 5G may be Nokia's new opportunities in the future.

Performance decline

Results showed that the 2016 fiscal second-quarter ended June 30, Nokia's revenue of 5.7 billion euros (about 6.3 billion US dollars), down 11%; net profit of 194 million euros (216 million dollars), down by 45%.

Among them, the main causes of poor performance from the operators decline to upgrade your network, and merge with Arun led some companies to postpone signing a new contract, and other factors.

"Mega-mergers between companies a period of time the throes of very normal", said Xiang, communications industry analyst, in the communications industry, contract always takes some time, for instalments payments, after the two companies merge, the original contract may be subject to three to six months time in.

"The contract delay of several months is normal, but if you pry away by opponents, that is a great loss. "Telecommunications analyst Fu liang believes that Nokia's rivals Ericsson, Huawei and ZTE are with the transition from 4G to 5G products, Nokia needs to be thinking about is how to get order in this process, how to make the consolidation does not affect the signing of the contract.

According to market research firm Gartner report shows that 2016 global telecom services spending is expected to decline by 1.2%, 1454 trillion dollars. But by 2015, spending $ 1472 trillion, down 8.3%.

"Current global 4G inputs are weakened, and new 5G are yet to come, whether operators or devices, you've had a good day. "Ma Jihua said.

Under the influence of environment of the telecommunications industry, the way Nokia has been declining in recent years, this trend is difficult to change in the short term.

Nokia, Arun in the first quarter of this year upon completion of the merger, first reported by Arun performance non-international financial reporting standards into account, Nokia's sales fell by about 8%, net profit fell 24%. This decline mainly due to ultra wide-band network operations net sales decline.

This painful period

Once ranked dominance for many years in the phone business, Nokia, in the age of intelligent machines failed to make timely adjustments and were hammered by Apple, eventually selling its mobile phone business to Microsoft, focused on communications equipment and services.

In April, Nokia announced to buy Arun 15.6 billion euros, in the industry seems to be forced to do it. "If you can't come into the top three positions in the market for a long time, operators when bidding can easily be eliminated. "Xiang believes that Nokia merge with Arun but hugs to each other. In the communications equipment market, Huawei, Ericsson, occupied the location of the first army, Nokia, Arlong, ZTE and their growing gap.

Today, although the formation on the surface "Tripod" situation, but did not give Nokia a "immediate" effect.

In the second quarter, Nokia's cost-cutting goals for 2018 is proposed to increase to 1.2 billion euros. The plan proposed in April this year, when this goal amount of 900 million euros.

Reuters previously reported that as part of a cost-cutting plan, Nokia is likely to cut 10,000 to 15,000 employees worldwide.

"Both companies have great overlap in the European market, will inevitably lead to layoffs. "Fu Liang said massive layoffs in some countries could face higher damages, cycle may be longer, but Nokia and Arun experienced in capital operation, layoffs will be prepared.

Integration of China, Nokia greater China, Mike Wang revealed to the media, said Nokia and Arlong set up joint venture Shanghai Bell merged, integration of Nokia's telecommunications equipment business and layoffs.

In May, Mike Wang said in an interview with the media, Nokia China and the merger of Alcatel Shanghai Bell is expected to be completed in July or August this year. However, up to now, the two sides did not disclose the merger's progress. Nokia China's public relations department said the current integration is still underway.

In the view of the industry, Nokia China integration with Alcatel Shanghai Bell in the fixed network, optical transmission and IP, the role of better collaboration with Nokia's wireless broadband.

5G or opportunity

It is worth mentioning that, although total revenues in a slide, but in the Chinese market, Nokia still achieve 18% y/y growth in the second quarter, sales revenue reached € 673 million.

Fu liang believes that China remains a huge cake. According to the China Research Institute of information and communications figures, in 2015, China accounted for more than 50% 4G base station. In contrast, China's market is not as United States markets closed, Nokia's market share in China is still good, after a merge with Arun, share will be higher.

In the eyes of Fu Liang, from a long-term perspective, Nokia's development, the need to determine their future trends. Telecom industry is at a very sensitive period, relative shrinking of the market, Nokia how to make strategic adjustments in the process is critical. With the overall communication of IP network, equipment manufacturers are also entering the Internet of things, the future is facing competition from Cisco that provides network services.

Currently, Nokia's two main business of Nokia networks and Nokia technology. Although the layout in new business areas: announced the acquisition of Gainspeed, with cable operators for common development, completed the acquisition of Withings; reach a licensing agreement, the future Nokia brand will return to the Smartphone and tablet computer markets, but the second-quarter earnings, Nokia communications revenues 5.228 billion euros, 92% per cent of total income.

Ma Jihua view, Nokia, Arlong layout in the new area is still not enough, new sources of growth are still not yet. Integration of Nokia is still in a transition period, if you can ride, in two or three years after the 5G layout, if you can grasp the key projects, may be new opportunities.

离开手机的日子并不好过，诺基亚转型阵痛持续 - 诺基亚,5G - IT资讯

正处通信业的放缓期，设备厂商们即使抱团也未必能够迅速改变颓势。近日，与全球五大电信设备商之一阿尔卡特朗讯（以下简称“阿朗”）合并后的诺基亚发布2016年二季度财报显示，营收和净利润同比全线下跌，业绩不及分析师预期。这已是今年1月诺基亚和阿朗正式合并以来连续第二个季度的下滑。

诺基亚表示，今年6月，诺基亚对阿朗的持股比例超过95%，预计今年10月底将完成收购剩余股份，到2018年将实现12亿欧元的总成本效益缩减。

通信行业分析师马继华认为，诺基亚目前仍处在转型的阵痛期，并且短期内业绩难以有大的改观。与阿朗合并的整合期平稳度过之后，未来的5G或许会是诺基亚新的机会。

业绩连续下滑

财报显示，截至6月30日的2016财年第二季度，诺基亚实现营收57亿欧元（约63亿美元），同比下滑11%；净利润1.94亿欧元（约2.16亿美元），同比下降45%。

其中，业绩不佳的原因主要来自运营商用于升级网络的开支下降，以及与阿朗合并导致一些企业推迟签订新的合同等因素。

“超大型企业之间的合并出现一段时间的阵痛期很正常”，通信行业分析师项立刚表示，在通信行业，合同的签订往往需要一段时间进行，为分期分批付款，两家公司合并之后，原本的合同签订可能会受到三个月到半年时间的影响。

“合约推迟几个月很正常，但是如果被对手撬走，那就是很大的损失。”电信分析师付亮认为，目前诺基亚的竞争对手爱立信、华为、中兴都在发力4G到5G的过渡产品，诺基亚需要思考的是如何在这个过程中获得订单，如何让整合不影响到合约的签订。

根据市场研究机构Gartner发布的报告显示，预计2016年全球电信服务行业支出将下降1.2%，降至1454万亿美元。而2015年这一支出为1472万亿美元，同比下降8.3%。

“目前全球主要国家的4G投入都在减弱，而新的5G还没有到来，无论是运营商还是设备商，大家的日子都不好过。”马继华表示。

受电信行业大环境的影响，诺基亚近几年一直都走在下滑的路上，这种大的趋势短期内难以改变。

今年一季度诺基亚、阿朗合并完成后的首份财报显示，按计入阿朗业绩的非国际财务报告准则，诺基亚营收同比下滑约8%，净利润同比下滑24%。这一下滑主要源于超宽带网络业务净销售额下降。

转型阵痛持续

曾经在手机业务雄踞霸主地位多年的诺基亚，在智能机时代未能及时作出调整而遭到苹果的重创，最终将手机业务出售给微软，而专注于通信设备和服务领域。

去年4月，诺基亚宣布以156亿欧元的价格收购阿朗，在业内看来是不得已而为之。“如果长期在市场上进入不了前三的位置，在运营商招标的时候很容易被淘汰。”项立刚认为，诺基亚与阿朗合并实则相互抱团。在通信设备市场，华为、爱立信占据了第一集团军的位置，诺基亚、阿朗、中兴与他们的差距越来越大。

如今，尽管表面上形成“三足鼎立”的局面，但合并并没能给诺基亚带来“立竿见影”的效果。

在二季度财报中，诺基亚提出了将2018年的成本削减目标增加到12亿欧元。这一计划在今年4月份提出，当时这一目标数额为9亿欧元。

据路透社此前报道称，作为削减成本计划的一部分，诺基亚很可能在全球范围内裁掉1万至1.5万名员工。

“两家公司在欧洲市场方面有很大的业务重叠，必然导致裁员。”付亮表示，大幅裁员在一些国家可能面临比较高额的赔偿金，周期也可能比较长；不过，诺基亚和阿朗在资本运作方面经验丰富，想必裁员也会有所准备。

中国区的整合方面，此前诺基亚大中华区王建亚向媒体透露称，诺基亚中国将和阿朗在国内成立的合资公司上海贝尔合并，整合诺基亚中国的电信设备业务，并且会进行裁员。

今年5月，王建亚在接受媒体采访时透露，预计诺基亚中国和上海贝尔的合并会在今年七八月份完成。不过，截至目前，双方并未公布合并的进展。诺基亚中国公关部门相关人员表示，目前整合还在进行中。

在业内看来，诺基亚中国与上海贝尔的整合将使得上海贝尔在固网、光传输以及IP等领域的作用与诺基亚的无线宽带更好地协同。

5G或是机会

值得一提的是，尽管总营收处于下滑态势，但是在中国市场，诺基亚二季度依然实现了环比18%的增长，销售收入达到6.73亿欧元。

付亮认为，中国市场仍然是一块巨大的蛋糕。根据中国信息通信研究院数据显示，2015年中国的4G基站占到了全球50%以上。相对来说，中国市场也不像美国市场那么封闭，诺基亚在中国的市场份额仍然不错，与阿朗合并之后，份额还将更高。

在付亮看来，从长远来看，诺基亚的发展，需要看其对未来趋势的判断。目前电信行业正处于敏感期，市场相对萎缩，在这个过程中诺基亚如何进行战略调整很关键。随着整体通信网络的IP化，设备商也都在进军物联网，未来将面临的是来自思科这种提供网络服务的公司的竞争。

目前，诺基亚的两大主要业务分别是诺基亚通信和诺基亚技术。虽然在新业务领域进行了布局：宣布收购Gainspeed，与有线电视运营商共同发展，完成收购Withings;达成授权协议，未来诺基亚品牌将回归智能手机和平板电脑市场，但其二季度财报显示，诺基亚通信业务营收52.28亿欧元，约占总收入的92%。

马继华认为，诺基亚、阿朗在新的领域布局依然不够，新的增长点仍然未到。诺基亚目前仍处在一个整合的过渡期，如果能够平稳度过，在两三年之后的5G市场布局，如果能抓住关键的项目，或许会是新的机会。