《爱立信移动市场报告》商业版速览

Ericsson Mobility ReportBusiness Review editionericsson.com/ mobility-report 2Ericsson Mobility Report | Business Review edition | February 2023IntroductionLetter from the publisherThe road from opportunity to revenueWelcome to the first Business Review edition of the Ericsson Mobility Report.In many of my recent interactions with communications service providers, sustainability and revenue growth have been the common themes. In this report we have analyzed a number of current trends within our industry and explored ways in which service providers are turning 5G opportunities into revenues.Around 230 5G networks are in commercial service today. And – with a growing 5G subscription base that has surpassed 1 billion – business fundamentals of the industry remain solid, despite macroeconomic and geopolitical challenges, as consumers prioritize mobile services.We can see early indications of revenue growth in advanced 5G markets with extensive coverage build-out and differentiated service offerings. Enhanced mobile broadband offers the fastest revenue opportunities for 5G, as it is an extension of service providers’ existing business, relying on the same business models and processes. Many service providers are updating their charging models and shifting customers to new, 5G-adapted subscriptions. The mobile broadband business will continue to comprise a significant part of service providers’ revenue in the foreseeable future, but it is not expected to drive long-term growth on its own. Fixed Wireless Access (FWA) is one of the major early 5G use cases, particularly in regions with unserved or underserved broadband markets. The growth potential provided by FWA is especially attractive as it leverages mobile broadband assets to a large degree. Beyond the consumer business, there are growing 5G opportunities in enterprise and public sector applications across the world. 5G enables significant value for enterprises as private networks and wireless wide-area networks are now being deployed.A very important aspect of 5G is that it also brings cost advantages and helps service providers to handle the data growth needed to drive future revenue. Upgrading existing 4G sites to 5G has the potential to realize increases of up to 10 times in capacity and to reduce energy consumption by more than 30 percent, offering the possibility to grow revenue and reduce costs while addressing sustainability.We hope you find the insights in this report engaging and useful.Fredrik Jejdling Executive Vice President and Head of Business Area NetworksContents03 5G revenue growth opportunities04 5G driving revenue growth in top 20 marketsConsumer08 The role of 5G in driving mobile service packaging innovation11 5G and opportunities for compelling new services 14 5G opportunities in the cloud gaming market 18 Realizing the 5G FWA growth opportunity22 5G devices with new form factors likely to grow fastEnterprise and public sector25 Opening 5G networks to app developers26 5G and private networks transforming enterprises30 The value of 5G WWAN lies in layers 33 Glossary34 Global and regional key figuresWho we are Executive Editor: Peter JonssonProject Manager: Ritva SvenningssonForecasts: Richard MöllerEditor: Stephen CarsonContributors: Anette Lundvall, Angelo Truglio, Greger Blennerud, Jake Alger, Jeff Travers, John Yazlle, Lisa Elénius Taylor, Martin Ekstrand, Mats Arvedson, Per Lindberg, Taimur Lodhi 5G revenue growth opportunities3In core connectivity, the major business areas being addressed are:• Mobile broadband differentiated customer experience in local markets• 5G FWA opportunities being leveraged successfully across all geographies• Mission-critical networks being deployed in many markets• Wide-area IoT as an upsell to consumers and enterprises Within current adjacencies the following are also showing traction:• Mobile cloud gaming gaining momentum and interest• Private networks moving from trials to starting commercial use of 5G• Wireless wide-area network deployments going from a fallback to a primary solution with 5G• Network API exposure as an emerging business building on communications platform as a service (CPaaS)• 5G for indoor and venues to deliver the capacity and performance needed as demand increasesOn the horizon, plenty of new opportunities are appearing that require innovative business models, which open up possibilities for service providers to take on new roles in the value chain.This Business Review edition of the Ericsson Mobility Report addresses some, but not all, of the core and adjacent connectivity opportunities, and explores the fundamental drivers and trends behind the activity seen in the market.The 5G revenue growth opportunities for service providers can be divided into three main areas: core connectivity, current adjacencies and future innovations spanning consumer to enterprise and public sector customers. F