Update on NSN's wireless infrastructure strategy

Executive summary

In a nutshell

Ovum view

SWOT analysis

Strengths

Weaknesses

Opportunities

Threats

Overview of NSN’s wireless infrastructure business

Update on the merger

Overview

Management changes at the NSN Radio Access unit

Financial performance

NSN’s financial results

Outlook for 2009: cost reduction, cash and profitability are NSN’s key focuses

NSN’s attempt to acquire Nortel’s CDMA and LTE businesses

Why NSN was interested in Nortel’s CDMA and LTE assets

CDMA assets would have strengthened NSN’s position in North America

Nortel’s LTE assets would have strengthened NSN’s LTE positioning

Key components of NSN’s wireless radio infrastructure strategy

Multi-standard capability and software-based migration paths are critical components at NSN

The modular Flexi BTS concept is the centrepiece of NSN’s RAN multi-standard strategy

A multi-standard future for the RNC/BSC parts as well

NSN aims to become the ‘green champion’

Green developments supported by NSN radio products

More power-efficient BTS allows the use of alternative energy sources

Other key approaches to lower TCO

NSN’s Flexi concept is built around a zero-footprint design

Flatter architectures and optimized IP transport will help cope with mobile data traffic explosion

A strong focus on optimized end-user experience

Having Nokia as a parent company helps NSN better understand the end user’s experience

Quality of service (QoS) and quality of experience (QoE) enhancements

GSM/EDGE business

2008 was a record year for GSM shipments at NSN

NSN’s Village Connection solution

Keep enhancing the good old GSM/EDGE technologies

NSN’s OSC technique

NSN embraces EDGE Evolution

UMTS/HSPA business

Looking for the top position

NSN’s UMTS/HSPA radio installed base

NSN’s I-HSPA (Internet-HSPA) solution

NSN considers UMTS spectrum re-farming as a key opportunity

NSN’s femtocell strategy

NSN’s mobile core business

NSN owns a large mobile core installed base

NSN’s Direct Tunnel solution

TD-SCDMA business

The challenging TD-SCDMA business opportunity

Being active in TD-SCDMA to better play the TD-LTE game

NSN and TD-LTE

LTE/SAE business opportunity

NSN’s LTE strategy

NSN’s end-to-end LTE strategy

R&D and innovation illustrate NSN’s expertise in LTE and beyond

NSN’s LTE portfolio

NSN’s SAE/EPC strategy

A two-sided SAE/EPC product strategy

NSN’s strategy to migrate voice services in the LTE/SAE context

NSN has enjoyed a couple of early successes in SAE/EPC

Mobile WiMAX business

WiMAX as a partnered solution

NSN’s revised WiMAX strategy

NSN can be added to the list of big vendors that have revised their WiMAX strategy in favour of HSPA/LTE

Partnering was a good decision as NSN was in a challenging situation in mobile WiMAX

What does partnering mean for NSN’s mobile WiMAX portfolio and customers?

NSN Flexi WiMAX is out of the game

Which partners?

List of Tables

Table 1: NSN’s quarterly revenues

List of Figures

Figure 1: NSN’s business units

Figure 2: How Nortel assets would have strengthened NSN’s LTE strategy

Figure 3: NSN’s Flexi roadmap for 3GPP technologies

Figure 4: More power-efficient wireless solutions developed by NSN

Figure 5: NSN Village Connection architecture

Figure 6: NSN’s I-HSPA architecture

Figure 7: Potential LTE re-farming scenarios from NSN

Figure 8: NSN focuses on a femtocell gateway

Figure 9: NSN’s migration path for voice services in an LTE/SAE environment