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All Rights Reserved Alcatel-Lucent 2011
Except for historical information, all other information in this presentation consists of forward-looking statements within the meaning of the
US Private Securities Litigation Reform Act of 1995, as amended. These forward looking statements include statements regarding the future
financial and operating results of Alcatel-Lucent such as, for example, an adjusted operating margin above 5% for 2011 and continued
market share gains. Words such as "expects," "anticipates," "targets," "projects," "intends," "plans," "believes," "estimates," aim, goal,
outlook, momentum, continue, reach,, growth, confident in, variations of such words and similar expressions are intended to
identify such forward-looking statements which are not statements of historical facts. These forward-looking statements are not guarantees
of future performance and involve certain risks, uncertainties and assumptions that are difficult to assess. Therefore, actual outcomes and
results may differ materially from what is expressed or forecasted in such forward-looking statements. These risks and uncertainties are
based upon a number of important factors including, among others: our ability to operate effectively in a highly competitive industry with
many participants and to correctly identify and invest in the technologies that become commercially accepted, demand for our products,
and acceptance of the technologies we seek to pioneer; difficulties and delays in our ability to execute on our strategic plan to adjust our
product portfolio by boosting investment in certain segments and reducing spending in others, co-source certain business processes, focus
on cash, and reduce costs; fluctuations in the telecommunications market; exposure to the pricing pressures in the regions in which we
sell; the pricing, cost and other risks inherent in long-term sales agreements; exposure to the credit risk of customers; reliance on a limited
number of suppliers for the components we need or a tight market for commodity components; the social, political and economic risks of
our global operations; the costs and risks associated with pension and postretirement benefit obligations; changes to existing regulations or
technical standards; existing and future litigation; difficulties and costs in protecting intellectual property rights and exposure to
infringement claims by others; compliance with environmental, health and safety laws; the economic situation in general (including
exchange rate fluctuations) and uncertainties in Alcatel-Lucents customers businesses in particular; control of costs and expenses;
conditions and growth rates in the telecommunications industry; and the impact of each of these factors on sales and income. For a more
complete list and description of such risks and uncertainties, refer to Alcatel-Lucent's Annual Report on Form 20-F for the year ended
December 31, 2010, as well as other filings by Alcatel-Lucent with the US Securities and Exchange Commission. Except as required under
the US federal securities laws and the rules and regulations of the US Securities and Exchange Commission, Alcatel-Lucent disclaims any
intention or obligation to update any forward-looking statements after the distribution of this presentation, whether as a result of new
information, future events, developments, changes in assumptions or otherwise.
SAFE HARBORFOR FORWARD LOOKING STATEMENTS
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
3
NEW DNA FOR THE EVOLUTION OF ROUTINGBasil Alwan, President, IP Division and Head of Networks StrategyJune 28, 2011
4COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
IP/MPLS MOMENTUM
1.46B2010 IPD REVENUES(+24% YOY)
150K+SERVICE ROUTER PLATFORMS SHIPPED
400+SP CUSTOMERS
26 OF TOP 30 WW
5COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
THE THREE WAVES OF ROUTING
ENTERPRISE INTERNET SERVICE
Multiprotocol; inter-site connectivity
IP; scalable, high speed
Multi-service; converged services for business, consumer and mobile
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
MARKET SITUATION
CONVERGENCEHow to get here?
Challenges: network convergence & video explosion
7COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
SILICON DEFINES:
Platform capacity and performance
Interface speed and density
Services scope, scale, and evolution
Power efficiency
THE IMPORTANCE OF NETWORK PROCESSOR SILICONTHE DNA OF IP ROUTERS
8COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
A breakthrough innovation that that will herald faster, smarter and greener networks and applications
THE NEW FOUNDATION OF ROUTING
FP3FP3
9COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
Performance & Services
3rd GENERATION OF IN-HOUSE DESIGNRAISING THE BAR YET AGAIN
Thro
ughput
& P
erf
orm
ance
10 Gbps
Services & Scale
100 Gbps
FP2
400 Gbps
FP3
FP
FP1 FP2 FP3
YEAR 2003 2008 2011
SPEED 10 Gb/s 100 Gb/s 400 Gb/s
TECHNOLOGY 180nm 90nm 40nm
RISC CORES 30 112 288
CORE FREQUENCY
190 MHz 840 Mhz 1 Ghz
10
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
400
TRUE 400G, REALLY
400 Gb/s
11
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
A GIANT LEAP AHEAD 400G WHILE OTHERS JUST HIT 100G
FP1
FP2
FP3
0
50
100
150
200
250
300
350
400
2003 2004 2005 2006 2007 2008 2009 2010 2011
Alcatel-Lucent FP Rest of Industry
Gb/s
Alcatel-Lucent FP Processor Evolution
12
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
Business services
Mobile backhaul & packet core
Residential services
SERVICES BUILT-INPROGRAMMABLE, FLEXIBLE AND SCALABLE
13
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
0
2
4
6
8
10
12
FP 10 Gb/s FP2 100 Gb/s FP3 400 Gb/s
SILICON POWER EFFICIENCY DRIVE DOWN POWER PER BIT
Watt
s/G
b
50% less power per bit with each new generation
14
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
THE FP3 400G NETWORK PROCESSORTECHNOLOGY BREAKTHROUGH!
SMARTER Deliver personalized services, content and applications Massive IPv4 and IPv6 scale for billions of people and machines Fully programmable to evolve for an unknown future
GREENER Makes IP networks more environmentally sustainable Up to 50% less power consumption per bit Up to 30% less physical space in service provider premises
FASTER The worlds fastest network processor 400 Gb/s packet processing delivers 4x performance Accelerates the adoption of 100G from network edge to core
15
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
FP3 FLEXIBILITY BY DESIGNCONFIGURABLE FOR MULTIPLE APPLICATIONS
100G 200G
100G 200G
200G Card
100G
400G
400G
100G
100G
100G
400G Card
400G
400G
400G
400G Card
16
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
FP3 400G NETWORK PROCESSORFOUNDATION FOR SERVICE ROUTER PORTFOLIO EVOLUTION
TODAYNew, FP3-based ultra high-speed, high-density line cards for the 7750 SR & 7450 ESS
LOOKINGAHEADKey ingredient for 400G interfaces and system scale to Terabit slots
FP3
2-port 100GE
20-port 10GE
17
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
SERVICE ROUTER EVOLUTION2003-2011
!=
7750 SR-12 circa 2003
7750 SR FP3 IMM circa 2011
18
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
Chassis DensitiesToday / 2012(FP2 / FP3)
Today / 2012 Today / 2012
1 GigE 480 320 440
10 GigE 100 / 200 64 / 192 66
40 GigE 30 / 60 0 / 32* 0 / 22*
100 GigE 10 / 20 0 / 16 0 / 11*
LEADING SERVICE INTERFACE DENSITIES
7750 SR-12 Cisco ASR 9010 Juniper MX960
* Not currently announced but expected to ship in late 2011 or 2012
1/3 rack>1/3 rack
1/2 rack
Service Interface = Medium/high queue interfaces; no port-level queuing
19
COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
RICH SERVICES + BREAKAWAY PERFORMANCEIN ONE CHIP. BECAUSE WE CAN.
FP3 400G
Edge CoreTraditional Silicon Strategy
CoreTransport
Service Edge
Service Depth Performance
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COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
THE HIGH-LEVERAGE NETWORKTM
SCALABLE, INTELLIGENT, EFFICIENT BANDWIDTH FOR SERVICES
1G to 10GPON, P2P
Aggregation and backhaul
ConvergedbackboneConverged
wireline access
Converged wireless access
100G+Ethernet and WDM
Service edge
100G+Service Routing
100G+IP/MPLS and DWDM
LEADING INNOVATION ACROSS THE NETWORK, END TO END
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COPYRIGHT 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED.
SUMMARY
FASTER - THE WORLDS FASTEST NETWORK PROCESSOR - 400 Gb/s
GREENER - REDUCES IP NETWORK POWER AND SPACE
SMARTER ENABLES VALUE CREATION VIA INNOVATIVE SERVICE DELIVERY