Core Insights - Nokia's core networks portfolio is ranked 1 for competitiveness in Omdia's "Market Landscape: Core Vendors - 2025" report [1] - The report highlights Nokia's strengths among 11 leading core vendors, achieving top scores in cloud-native readiness, automation, core as a service, number of 5G Standalone core deals with CSPs, and core portfolio breadth [2][10] - Nokia has a market-leading 125 CSP customers for its 5G Standalone core, with 54 having launched live services as of Q2 2025 [4][10] Market Position and Strategy - Nokia's leadership in cloud-native readiness, automation, and core as a service reflects a deep understanding of market trends and customer needs [3] - The company is experiencing rapid customer transitions, particularly in packet core, IMS voice, and subscriber data management, indicating strong growth potential [5] - Nokia's fully cloud-native Core Networks portfolio allows operators to run their full 2G/3G/4G/5G and IMS cores in cloud-native network functions, enhancing operational efficiency [6] Customer Benefits and Innovations - New services can be deployed quickly and securely in multi-cloud, highly automated environments, reducing costs associated with fragmented cloud stacks [7] - The multi-cloud strategy and continuous innovation in core network solutions are key drivers of Nokia's competitive advantage [5]

Espoo, Finland – Nokia today announced that its core networks portfolio is ranked #1 for competitiveness in Omdia's "Market Landscape: Core Vendors - 2025" report. The annual report highlights Nokia's comprehensive strengths among 11 leading core vendors, with top scores achieved in the categories of cloud-native readiness, automation, core as a service, number of 5G Standalone core deals with CSPs, and core portfolio breadth. "Nokia has demonstrated exceptional capabilities across its core networks portfol ...

Core Insights - Nokia has partnered with Netplus to deploy advanced 400G routing technology and software-defined access network (SDAN) to enhance high-speed broadband and IPTV services in India, particularly in Punjab and other cities [1][9] - The deployment aims to transition subscribers from traditional linear TV to on-demand IPTV services, supporting high-bandwidth applications like e-commerce and digital classrooms [2][3] - The new network architecture utilizes Nokia's 7250 Interconnect Routers and 7750 Service Router, providing a future-proof architecture with improved service assurance and investment protection [3][4] Company Developments - Netplus is positioned to serve nearly two million users with more immersive and flexible services while ensuring energy efficiency and long-term scalability [1][2] - The collaboration with Nokia is aimed at building next-generation digital infrastructure in northern India, enhancing customer experience and operational efficiency [5][6] - Nokia's solutions are designed to support data-intensive applications, ensuring network reliability and reducing energy costs for Netplus [6][9] Industry Context - Indian ISPs are under pressure to upgrade their networks to meet the rapid shift in consumer demand for on-demand video, online gaming, and educational services [3] - The deployment of energy-efficient components across all network layers contributes to lower operating costs and supports sustainable growth in the industry [2][3]

Core Insights - Nokia has partnered with Netplus to deploy advanced 400G routing technology and software-defined access network (SDAN) to enhance high-speed broadband and IPTV services in India, particularly in Punjab and other cities [1][9] - The deployment aims to transition subscribers from traditional linear TV to on-demand IPTV services, supporting high-bandwidth applications like e-commerce and digital classrooms [2][3] - The new network architecture is designed for improved service performance, energy efficiency, and long-term scalability, benefiting nearly two million users [1][4][5] Company Developments - Netplus is leveraging Nokia's 7250 Interconnect Routers and 7750 Service Router for broadband aggregation and gateway functionality, ensuring a future-proof architecture [3][6] - The collaboration emphasizes the commitment to building next-generation digital infrastructure in northern India, enhancing customer experience and operational efficiency [5][6] - Nokia's solutions are positioned to support data-intensive applications, ensuring network reliability and reduced energy costs for Netplus [6][9] Industry Context - The Indian ISP market is experiencing a rapid shift in consumer demand for on-demand video, online gaming, and educational services, necessitating network upgrades for performance and sustainability [3] - The deployment of energy-efficient components across all network layers contributes to lower operating costs and supports sustainable growth in the industry [2][3]

Core Viewpoint - Nokia has initiated a patent infringement lawsuit against Geely Group and its brands, including Zeekr and Lynk & Co, targeting their operations in 18 European countries, which is seen as a strategic move against Geely's expansion in Europe [3][8]. Group 1: Patent Infringement Details - The lawsuit involves essential patents in the cellular communication field, specifically focusing on patents EP3799333 and EP4090075 related to 4G/5G technology applications in vehicles [3][8]. - If found guilty of infringement, Geely's vehicles could face a sales ban in key European markets, potentially impacting 20% of its global export share [8]. Group 2: Financial Implications - Geely's projected export volume for 2024 is 414,500 units, with a year-on-year growth of 57%, making the European market a significant contributor [8]. - Nokia's licensing fees through its patent pool Avanci are set at $49 per vehicle, which could result in annual costs exceeding $20 million for Geely based on its export volume [9]. Group 3: Industry Context and Challenges - The lawsuit reflects a broader trend where Chinese automotive companies face increasing patent-related challenges in Western markets, similar to the experiences of Chinese smartphone manufacturers [11]. - Chinese automakers have a weak patent reserve in critical areas like vehicle networking and human-machine interaction, with their overseas patent totals being only one-fifth of Toyota's [11]. Group 4: Recommendations for Chinese Automakers - Industry experts suggest that Chinese automakers should enhance their patent application efforts in key markets and focus on core technologies to build a robust patent defense [12]. - Establishing a professional global intellectual property management team is crucial for navigating patent negotiations and litigation effectively [12].

报道称，此时诉讼，或影响吉利的欧洲市场扩张计划，或影响超40万辆销售规模。报道同时称，诺基亚的此次诉讼或只是手段，目的在于迫使吉利与其就 4G/5G技术使用许可费进行谈判。 由于特朗普政府的贸易战波及整个供应链，并颠覆几乎所有行业的经济状况，诺基亚正努力扭转颓势。对于网络设备制造商而言，贸易动荡加剧了本已艰难 的市场，由于运营商不愿进行昂贵的网络升级，诺基亚及其竞争对手爱立信正在争夺业务。 而吉利上半年实现总收入1502.85亿元，同比增长27%；归属公司股权持有人溢利约92.9亿元，同比减少14%。 另据吉利披露数据，极氪品牌7月销量为16,977辆，同比微增8%。1-7月累计销售107,717辆，同比增长4%，增速相对平稳。领克品牌7月销量为27,216辆，同 比增长28%。1-7月累计销售181,353辆，同比增长23%，保持稳健增长。路特斯及Smart销量数据为并入报表。 8月15日，DoNews援引德媒报道称，吉利集团旗下极氪、领克、路特斯及Smart是个品牌被诺基亚发起专利侵权诉讼，案由为包括EP3799333（4G/5G前导序 列分配）和EP4090075（5G波束切换技术）等在内的专利涉及侵权 ...

Key Takeaways from the AI & Semis Symposium Industry Overview - The symposium focused on the **semiconductor industry** and its intersection with **artificial intelligence (AI)**, featuring over 25 speakers from academia and industry, including representatives from **ASML**, **BESI**, **Infineon**, **Logitech**, and **Nokia** [1][4][19]. Core Insights - **Generative AI Capabilities**: The power of Generative AI is being validated, with claims of efficiency improvements equating to a workforce with 6x the bandwidth. AI models have achieved gold-medal scores at the International Mathematical Olympiad, outperforming human participants [1][5]. - **AI in Various Sectors**: AI is proliferating across sectors such as healthcare, retail, and entertainment. For instance, a major streaming company reported a 10x acceleration in production through AI integration in visual effects [1][6]. - **Robotics in Healthcare**: In the US, 95% of certain cancer procedures are performed robotically, utilizing 25 years of kinematic video data for training [1][6]. - **Energy Consumption**: Some newly built data centers consume as much power as New York City, highlighting the need for efficient energy solutions [1][20]. Company-Specific Highlights ASML - **EUV Demand**: Strong demand for Extreme Ultraviolet (EUV) lithography tools is driven by AI-Logic applications, with expectations for increased Memory adoption to meet performance needs [21][23]. - **China Market**: ASML anticipates that China will contribute over 25% of group revenue by 2025, driven by self-sufficiency trends and a broadening customer base [26]. - **Growth Outlook**: While the outlook for 2026 is uncertain, ASML targets 15% growth this year, with recent positive datapoints noted [24][26]. BESI - **Hybrid Bonding Adoption**: Thermal efficiency is accelerating the adoption of hybrid bonding in high-stack memory architectures, with positive feedback from industry leaders [25][27]. - **Growth Opportunities**: BESI sees significant long-term growth linked to chiplet architectures and co-packaged optics [28]. Infineon - **Power Semiconductors**: Infineon’s portfolio across silicon, GaN, and SiC positions it to meet rising energy demands in AI data centers, with power densities increasing significantly [30][32]. - **Vertical Power Delivery**: The shift towards vertical power delivery configurations is driven by the need for efficiency as GPU power requirements rise [30][32]. Logitech - **AI at the Edge**: Logitech is focusing on AI integration in its products, which is expected to drive efficiencies and growth in the Workplace Infrastructure segment [33][37]. - **B2B Strategy**: The company aims to increase its B2B exposure from 40% to around 50%, which could reduce cyclicality and improve profitability [37][38]. Nokia - **AI-Driven Network Demand**: Nokia sees AI as a driver for growth in its portfolio, particularly in IP routing and optical networks, although hyperscaler demand remains unpredictable [39][40]. - **Strategic Investments**: The company is focusing on optical networks and has made strategic investments to enhance its capabilities in this area [40][41]. Additional Insights - **AI Adoption Challenges**: Despite the rapid integration of AI, organizations face challenges related to change management, regulatory demands, and capital intensity [12][10]. - **Guardrails for AI**: Effective guardrails are essential for secure enterprise AI adoption, with a focus on mitigating risks related to output reliability and safety [14][15]. - **Interdisciplinary Collaboration**: There is a need for greater collaboration across technical, legal, and operational domains to navigate AI's evolving demands [15][16]. Conclusion The symposium underscored the transformative potential of AI in the semiconductor industry, highlighting both opportunities and challenges. Companies like ASML, BESI, Infineon, Logitech, and Nokia are strategically positioned to leverage AI advancements, although they must navigate a complex landscape of energy demands, regulatory challenges, and market dynamics.

Additionally, integrated dynamic network management and real-time performance monitoring via Optical Time- Domain Reflectometry (OTDR) provide MX Fiber customers with robust, reliable and future-ready connectivity. Nokia Strengthens Optical Network Key Takeaways Nokia (NOK) has announced the deployment of a new high-speed optical transport backbone network for MX Fiber, bringing powerful and reliable connectivity to Southeast Mexico, a region known for its large population but limited digital infrastructure ...

Core Insights - Nokia and MX Fiber are collaborating to deploy a high-speed optical transport backbone network in Southeast Mexico, enhancing connectivity in underserved regions [1][2] - The new network aims to support economic revitalization and modern services for communities, businesses, and government projects [2][6] Network Expansion and Technology - MX Fiber is expanding its network by 1,800 km using Nokia's Flex-Grid DWDM technology and 1830 Photonic Service Switch (PSS), providing scalable services of 10G, 100G, and 200G [3][9] - The Nokia 1830 PSS solution allows for efficient service delivery with future upgrades to 400G and 800G without service disruption, ensuring robust connectivity [4][9] Economic Impact - The deployment supports major infrastructure projects like the Interoceanic Corridor and Maya Train, which are expected to drive economic growth in the region [5][9] - Enhanced connectivity will benefit customers in Chiapas, Tabasco, Quintana Roo, and soon Campeche and Veracruz, facilitating access to modern data centers and industrial parks [2][3] Future Readiness - The network includes dynamic management and real-time performance monitoring through Optical Time-Domain Reflectometry (OTDR), ensuring readiness for future demands [4][6] - The collaboration is positioned as a significant step towards digital inclusion and economic empowerment in Southeastern Mexico [6]

近日，网络犯罪组织"Tsar0Byte"声称成功入侵电信巨头诺基亚的内部网络，导致超过9.4万名员工的敏 感信息遭到泄露。业内人士指出，这起事件规模空前，根据已披露信息，被泄露的数据不仅包含各种员 工信息，还有公司内部文档、合作方日志等核心资料，诺基亚正遭遇公司发展史上最严重数据泄露事 件。 《中国经营报》记者注意到，这已是诺基亚在不到一年时间内第二次因第三方供应商安全漏洞而遭受重 大网络攻击。而过去几年诺基亚也多次传出公司数据泄露的消息。 对此，诺基亚方面回应称，正在对"Tsar0Byte"的攻击声明进行全面彻查。值得注意的是，诺基亚强调目 前其"主系统"暂时安全，公司正在持续密切关注事态发展，并加强与合作伙伴的安全协同工作。 业内人士认为，该事件为科技行业企业敲响了警钟。随着信息技术的快速发展，企业数字生态日益复 杂，传统的"城堡式"安全防护模式已经难以应对现代网络攻击的挑战。 迂回攻击大量敏感信息遭泄露 据安全研究人士分析，此次，"Tsar0Byte"组织并未选择直接攻击诺基亚的核心系统，而是采用了更为狡 猾的"迂回战术"。攻击者首先将目标锁定在与诺基亚有业务往来的第三方开发工具供应商，利用该供应 商网 ...