Newsgroup: it.tlc.cellulari
Titolo: Ericsson la fine....

Ericsson Will Outsource Production
Of Its Own Mobile-Phone Handsets
A WSJ.com News Roundup 
STOCKHOLM -- Telefon AB L.M. Ericsson, the world's third largest
mobile-phone maker, is getting out of the business of making phone
handsets so it can focus on its core business of developing wireless
technology and network equipment. 
Friday, Ericsson said it had signed a deal under which Singapore-based
Flextronics International will take over its mobile-phone production
facilities in Brazil, Malaysia, Sweden, Britain and parts of a U.S.
plant in Virginia. Shifting Output: 
The Swedish company, which trails Nokia Motorola Corp. in mobile-phone
production, disclosed the plan as it reported a 64% drop in
fourth-quarter net profit. Ericsson's quarterly net profit slumped to
2.25 billion kronor ($233 million), compared with 6.32 billion kronor
a year earlier. 
Ericsson stock slid 13.5% on the Nasdaq Stock Market, falling $1.75
per share to $11.25. 
Ericsson said it had signed a widely expected "strategic partnership"
with Flextronics calling for the transfer of 4,200 employees and the
layoff of about 700 others, which will take effect April 1, subject to
final agreements. 
Ericsson said the move will save 15 billion kronor a year from 2002.
The company said it took a fourth-quarter restructuring charge of
eight billion kronor for the outsourcing deal, adding to a previously
budgeted restructuring charge of 4.7 billion kronor. 
"These extra measures cause further provisions that we see as an
investment that will give us a very quick payback," said Ericsson
Chief Executive Kurt Hellstroem. He said the deal confirms Ericsson's
commitment ''to remain a top player in mobile phones.'' 
Excluding certain items, profit fell to 5.6 billion kronor, but the
company said it posted an adjusted operating loss 1.5 billion kronor,
compared with an 8.7 billion kronor operating profit a year earlier.
The adjusted figure excludes a capital gain of 15.4 billion kronor
from the sale of shares in Juniper Networks Inc., nonoperational
capital losses of 200 million kronor and the restructuring charges. 
The Swedish group posted a profit of 21 billion kronor for all of
2000, up from 12.1 billion kronor in the previous year. 
Ericsson expects to only break even in the first quarter of 2001 due
to operating losses in mobile phones and increased investments in
third-generation telephony. Mr. Hellstroem said the company is on
track to reach profitability in mobile phones in the second half of
2001. 
Ericsson's mobile-phone -- or consumer-products -- unit recorded an
adjusted operating loss of 10.3 billion kronor in the fourth quarter
while the key network operators business had operating profit of 9.4
billion kronor. 
Ericsson said orders for the network operators unit -- which generates
some 70% of sales -- rose 40% and sales gained 29%. The company
expects continued strong growth for mobile systems in the first
quarter. 
The tie-up between Ericsson and Flextronics follows a deal last May
between the Singapore company and Motorola, when Flextronics agreed to
manufacture more than $30 billion of consumer electronics over five
years for the U.S. company. 
The deal -- in which Flextronics makes cellular phones, two-way
pagers, set-top boxes, wireless-communications gear and components for
Motorola -- was said to be the largest ever outsourcing agreement
between a name-brand electronics company and a contract manufacturer. 
The Swedish telecommunications company has long suffered weakness in
its handset division, while it strengthened its position in the mobile
systems market with a focus on developing advanced technology that
lets handsets connect to the Internet. 
Effective April 1, and subject to final agreement, Flextronics will
take over all related Ericsson facilities in Brazil, Malaysia, Sweden,
the United Kingdom and parts of a U.S. plant in Lynchburg, Va.
Ericsson's joint ventures in China won't be affected. 
Ericsson said research and development will be concentrated at Lund
and Kista in Sweden, at Raleigh, N.C. in the U.S., and Basingstoke in
the U.K. In Basingstoke, fewer than 100 staff will be made redundant. 
In addition to the Flextronics agreement, Ericsson signed an agreement
with the Taiwanese electronic manufacturer GVC , complementing an
existing partnership with Arima of Taiwan on entry-level phones. The
agreement includes outsourcing of product development and production. 

 ha scritto nel messaggio
news:gip67t4nlflek08pc...@4ax.com...


 flextronic.
ovviamnete rimane il marchio Ericsson, almeno fino a quando sony non
compra tutto...
mk

 compra tutto...
Questo è un risvolto interessante...mamma sony potrebbe, spendendo 2 lire,
acquisire il tutto per rafforzare la presenza in un mercato che la vede non
proprio leader...interessante.
Di sicuro è che per il futuro prossimo, e per prossimo intendo i mesi che
verranno immediatament dopo aprile (data di inzio di questo outsourcing)
nokia avrà di fatto pochi concorrenti in grado di intaccare il suo
predominio nella telefonia mobile.
Esperienza mi insegna che merging/spin-off/joint-venture e altro creano
comunque un periodo più o meno lungo di impasse totale...
Argomento comunque interessante...diciamo che l'evoluzione del mondo delle
telecomunicazioni sta prendendo una piega particolare...chi pensava di
guadagnare solo con i termiali per il cliente finale si è sbagliato di
grosso...infrastrutture e servizi sembra stiano diventando sempre più il
core business delle grosse corporate.
Ciao,
Super Sub

 Argomento comunque interessante...
verissimo :-)
(anche il resto , che ho cuttato !)
mk

stoccolma....
Ericsson cosi come gli conosciamo, penso spariranno ed è una sconfitta
per la tecnologia e la capacità imprenditoriale europea , potrebbe
uscire anche un prdotto avanzatissimo, ma di Ericsson probabilmente
avra solo il marchio.

 wrote in message
n7o87t47ee6atcrv8...@4ax.com...

dipende.. se R&S rimangono in Svezia e la produzione fuori, sarà come
adesso... nokia2 insomma.... se la prende la sony... rimarrà solo il
marchio e tra qualche anno sparirà anche quello (come la fiat ha fatto
con molto marchi, tipo autobianchi, innocenti etc etc)
mk