Ericsson flags component costs as margin headwind for next year

This is a cost-side signal from a major equipment vendor, not a demand problem, which matters for how the broader connectivity supply chain reads input inflation going into next year. Component cost pressure at Ericsson's scale typically reflects upstream pricing in chips and other inputs, so the read-across touches suppliers and operators planning capex rather than Ericsson alone. The open question is whether this proves transitory or structural, and whether peers flag similar headwinds.