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Nokia stabilizes 5G margins but needs to win back customer confidence

The rising pressure on Huawei, especially in Nokia’s heartland European markets, gives it opportunities to replace the Chinese vendor in markets which decide on restrictions in the 5G RAN or core; or to increase its share of multivendor customers. This is true of Ericsson too, but perhaps particularly significant for the Finnish company, which suffered severe 5G setbacks last year, mainly related to its decision to develop its own base station system-on-chip (SoC), a platform that incurred delays and high costs. To take full advantage of Huawei’s plight, it needs to convince operators that it has a clear and near term plan to migrate to new platforms and address initial teething problems, which were said to be responsible for launch…

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