Total Telecom – Ericsson buoyed by stabilisation in North America
“The results indicate that the long period of high investment by operators in America and Europe in mobile broadband and LTE macro-infrastructure is coming to an end,” said Northstream CEO Bengt Nordström.
“Operators in these regions now want lower-value investments for improving their networks’ capacity and performance,” he said.
Nordström also pointed out that Ericsson might not be able to rely on China to boost its numbers for much longer.
“It’s likely that China has two to three quarters left of intensive LTE macro rollout, after which it too will follow America and Europe and become a market centred on lower-value hardware, software and services for existing networks,” he predicted.
