电信一周观察：A tough market

1. 思科第四季度财报符合预期，销售额91亿美元，环比降12%，同比降7.5%。 思科预计Q1同比下降15%到20%。

    2. 思科和雅虎日本合作，雅虎采用思科的7000系列路由器。思科向互联网web service provider角色迈出一大步。

    3. 思科的7600路由器将支持LTE(只需要插入一块blade）.

    4. Nokia's net cash balance has been weakened to around 2.4 BEur from 10.5 BEur a year ago.

    5. Nokia and Qualcomm signed a collaboration deal to develop 3G and 3G+ devices for North America

    6. Nokia had previously announced that they will add Facebook clients to their phones and somehow integrate the phones’ address book with the Facebook friends list. Now at 2009’s MWC Nokia announced they will bundle Skype with their phones too – with similar address book integration.

    7. 中兴和中国联通工程师的努力下，成功打通国内第一个跨省的WCDMA视频电话！这个电话是从深圳打到西安的，更多的3G功能正在测试中。

    8. ZTE announced another technological breakthrough by achieving the world's first EV-DO Revision B (Rev.B) VoIP Call on its CDMA2000 system, marking the first time in the industry that a CDMA vendor achieves an 9.3 Mbps download rate and 5.4 Mbps upload rate

    9. Market share infomation（市场占有率）
    According to the study Ericsson had 32% market share in Q4 2008, same as the previous year, while NSN decreased from 27% to 23%. The winners were Huawei (now 12%) and ZTE (now 5%). ALU decreased from 16% to 14%. Nortel and Motorola had 6% and 4% in Q4 2008.

    10. 阿尔卡特朗讯的股票价值低于1美元, penny stock!

     11. According to Dell’Oro, Alcatel-Lucent is the market leader in 4Q’08 in DSL, IP DSL and VDSL shipments, and continues to lead these segments from a full-year perspective as well.  (DSL: digital subscriber line)

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电信一周观察：2009 Mobile World Congress

Record Event, View, Issue in the telecom area every week ! No matter in englisg or chinese!News mainly come from telecom website, media, internal website in Ericsson.

1. Verizon 选择爱立信和阿尔卡特朗讯作为LTE主要的设备提供商。各个设备提供商在这个全球第一个商用LTE（4G）网络中的瓜分如下：
RAN: 爱立信 阿尔卡特朗讯
IMS: 阿尔卡特朗讯 诺基亚西门子
Packet Core: 阿尔卡特朗讯 爱立信

爱立信在北美市场的第一个LTE网络合同中完胜，很可惜的是，在这个合同里没有看到华为的身影。而，阿尔卡特朗讯作为美国本土的企业，占有明显的优势。

2. There is no OS war. This is not a PC world. There will be multiple OS co-existing in mobile phones ？
-----Lee Williams, executive director at the Symbian Foundation

3. No other industry is probably changing faster than the telecom at the moment ?
----- Internal blog

4. NSN claims strong services growth.
NSN is becomming Huaweiish in its communication about services ?

5. 爱立信宣布获得中国联通WCDMA份额中的30%，而不是此前宣布的26.5%，但是爱立信CEO并没有进一步解释多获得的份额的具体情况。" A very important victory for us ".

6. Nokia and Qualcomm signed a deal on Tuesday to develop a new range of advanced 3G handsets to launch next year on the North American market.In a joint statement, Nokia and Qualcomm said the new devices would be based on Nokia’s S60 software and Qualcomm’s MSM (Mobile Station Modem) chips and “are expected to launch in mid-2010”. They will be compatible with the open source Symbian Foundation platform.

7.运营商和终端设备商宣布在2012年之前，大多数手机充电器兼容。

8. “The crisis is not a telecom crisis, what we have now is the direct opposite of a bubble.” He continued to say, “We are still not seeing any decline in order intake to speak of and we are going to make use of our strength in order to gain market share. But I will repeat that it would be foolish to claim that we are not going to be affected by the financial crisis in some way.”
-------Ericsson CEO

9. LG, Intel, and Ericsson are working together to develop a new type of pocket-sized computer that has a constant internet connection and phone capabilities. The new devices will be built around the Linux operating system and are expected to reach the market in early 2010. The devices will be based on Intel’s new Moorestown platform. Several other manufacturers are working on similar products but, according to Intel, LG will be one of the first companies to launch them. Ericsson is responsible for the module that will provide 3G capability for the devices.

10. ZTE is currently in discussions with U.S. wireless operators and plans on introducing a "full portfolio" of handsets in all market segments, as well as data cards in the U.S. market, according to Xiong Hui, ZTE's vice president for handset marketing.

11. ZTE and Hong Kong's mobile operator CSL New World Mobility announced that they would work together to build in Hong-Kong, the world's first SDR (Software Defined Radio) based HSPA+ network making it the first large-scale all-IP network with such technology.

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爱立信意欲单独投标TD二期建网

爱立信市场与战略规划总监常刚表示，“随着Node B的完成，爱立信已经拥有向运营商提供全线TD网络产品的能力。”

网易科技讯 8月22日消息，爱立信昨天下午在北京宣布已完成TD网络关键产品 TD-SCDMA Node B的研发工作，随时可以参与到中移动TD二期建网投标之中。

爱立信市场与战略规划总监常刚表示，“随着Node B的完成，爱立信已经拥有向运营商提供全线TD网络产品的能力。”“对于中移动即将开始的二期网络招标，”爱立信也将谨慎和积极的向运营商提出我们的解决方案。

据了解，自2007年爱立信成功提供3G网络关键产品无线网络控制器单元（RNC）之后，爱立信通过自主研发近日成功完成 TD-SCDMA Node B级产品，这意味着爱立信已经可以提供包括核心网、RNC、Node B以及OSS系统在内的全线TD-SCDMA商用端到端产品。从技术层面上看，爱立信参与投标不成问题。

爱立信是众多海外厂商中最早承诺并参与TD产品。2005年5月，爱立信在南京成立TD-SCDMA研发中心。之前，爱立信也参与了深圳TD一期建网的网络优化和调整工作，在已经试商用的10城市TD网络招标中，爱立信的部分产品也被运营商采用，但并未单独参与之前的竞标。

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