No one knows what Ericsson will do in the future, say the experts. Photo: Jessica Gow/TT
the Danger is that there is a clear strategy.
Ericsson’s acting ceo Jan Frykhammar told the on Wednesday morning’s conference call about a decline in the sales of nätverksstationer. The markets in both Russia, the Middle east and south America has decreased sharply. At the same time invests the mature markets in Europe everything is smaller in the base stations.
Ericsson is squeezed between the two types of customers, ” says Mathias Lundberg, Ericssonanalytiker at Swedbank.
telecom market also facing a major technology shift. From 4G to 5G, with more opportunities to use telephony. Jan Frykhammar compared the situation to 2007, when the shift between 3G and 4G was at the time. But the difference this time is that the transition from the 4G and the 5G does not involve such a large hardware needs at that time.
– the Revolution between the 4G and the 5G is not as binary as then, and not so much hardware. It is a more smeared process, ” says Mathias Lundberg.
Previously Ericsson been able to sit quietly and wait for the telecom operators have been forced to buy new base stations in connection with the changes in technology. But it is not that simple now, ” explains Henrik Glimstedt, associate professor at the Stockholm school of Economics. The leap from 4G to 5G is more about the software and consulting services.
– It is a new business logic, such as Ericsson face, ” says Henrik Glimstedt.
It is therefore that strategy is so important, ” he explains. Management simply need to decide why the company should be. What should Ericsson do in the future? Manufacture of the radio system, or become a consulting company in the internet of things and cloud computing? Then Ericsson can sell the solutions, including the automotive, energy systems, smart cities, transport and logistics, ” he says.
” the Danger is that there is a clear strategy. The old business model with a shift between different generations of mobile systems bear no longer, but there is no leadership that has the mandate to formulate the focus. There are certainly several internal groups that have completely different opinions about the company’s future, ” he says.
Sweden loses a lot of companies such as Ericsson goes bad.
Some want to see, for instance, a pure nätverkstillverkare with drastically reduced costs. Others want that Ericsson should be a consulting company that sells cloud solutions to industrial companies. Another group wants to come in on the same markets via the experience of system integration and system management systems integration, ” he says.
– In the day have no answer to what Ericsson should be in the future, ” says Henrik Glimstedt.
Martin Andersson, professor in industrial economics at Blekinge institute of technology and Lund university, are on the same line.
– What should the foundation be? Should they be consultants or manufacture the hardware? If they should go over to the consulting business so it is a jätteomställning, ” says Martin Andersson.
the News last week if the closure of the factories in Sweden, and Ericsson will hire 1,000 new engineers, with a focus on the 5G, it can mean that the strategy is to konsulthållet, he thinks.
– But if it really is a strategiskifte, it is not known, ” says Martin Andersson.
Ericsson’s problems are bad information for the entire Swedish industry. Martin Andersson has mapped the Swedish storbolags importance, and says that a technology company like Ericsson has a huge impact both on entrepreneurship and the labour market. Every job in a technology company such as Ericsson is estimated to generate two to three jobs in other sectors.
– Sweden loses a lot of companies such as Ericsson goes bad, ” says Martin Andersson.
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