爱立信移动报告

June 2025 Letter from the publisher Ecosystem collaboration drives innovation We are at an inflection point, where 5Gand the ecosystem are set to unleash a as service providers capitalize on itsflexible and rapid deployment capabilities,offering extensive coverage and an deploying 5G SA and to further build outmid-band sites. 5G SA capabilities serve as In this Ericsson Mobility Report, weexplore how an ecosystem partner isleveraging 5G, network slicing anddynamic Quality of Service (QoS) that willtake live broadcasting to a new level, byensuring seamless, high-quality videostreaming – even in crowded An increasing number of serviceproviders are now leveraging the newcapabilities that SA brings by offeringdifferentiated connectivity services toconsumers, enterprises and society.In this edition, a leading service provider Finally, we explore the impact ofincreased usage of GenAI on the consumerside, as it moves from text to voice, videoand multimodal. We analyze how GenAIcould impact mobile data traffic volumesand characteristics going forward.Differentiated connectivity will be key in On the forecast side, we see continuedmobile network traffic growth witha 20 percent increase year-on-year,meaning it’s expected to more thandouble in five years. Fixed Wireless Access Service providers have recognized thispotential of 5G and are beginning tomonetize it through innovative serviceofferings that extend beyond merely I trust that you will find this reportengaging, and that it offers valuable insightsas we enter the next wave of mobile. Erik EkuddenSenior Vice President andChief Technology Officer Contents Forecasts Articles 16GenAI’s impact on networkdata traffic today17Quantifying the future impactof GenAI205G standalone launch strategy:More than a network upgrade23Mobile video conferencing 045G to account for one-third ofmobile subscriptions in 202505GenAI devices drive developmentdespite market difficulties06Growth in 5G subscriptionsseen globally08Quarterly mobile network data Executive Editor:Peter JonssonProject Sponsor:Patrik CerwallProject Manager:Anette LundvallForecasts:David von KochWriter Editor:Steven Davis Co-writers: Reza Rahnama (BT Group)Takayoshi Hirasawa (Sony) Contributors: Jari Arkko, Mats Arvedson,Michael Axelsson, Jan Backman,Greger Blennerud, Mats Blomgren,Mischa Dohler, Lisa Englund,Nikit Gangwani, Elmar Hajizada,Raquel Herranz, Josip Jelić,Doroteja Kobescak, Aziz Koleilat,Ivan Komljenović, Per Lindberg, 32Methodology33Glossary 5G subscriptions are growing apace, accounting for over one-quarter of total mobilesubscriptions at the end of 2024. 5G mid-band population coverage continuesto grow, though it varies between global regions, only recently passing 50 percentcoverage in Europe. 5G mid-band is ideal for providing both capacity and coverage,and therefore enhancing user experience. Mobile network data traffic continues 5G to account forone-third of mobile During the first quarter of 2025, 145 million 5G subscriptionswere added, bringing the total to just above 2.4 billion. 5G subscription uptake continues apaceand is expected to reach close to 2.9 billionat the end of 2025, accounting for one-thirdof all mobile subscriptions at that time.The number of 4G subscriptions continuesto decline as subscribers migrate to 5G. At the end of 2024, the number of 5Gsubscriptions reached 2.3 billion globally,equaling a penetration of around27 percent. The highest 5G subscriptionspenetration was in North America at71 percent, followed by North East Asiaat 52 percent, the Gulf Cooperation Council Two-thirds of all mobilesubscriptions expected to be Global 5G subscriptions are forecast toreach 6.3 billion in 2030, and will makeup two-thirds of all mobile subscriptions.Leading service providers continue It is projected that Western Europewill have the highest 5G subscriptionpenetration in 2030 at 93 percent,followed closely by North America at 2G and 3G network sunsettingcontinues around the world. The phasingout of 3G networks is anticipated tohappen more quickly than that of 2G in More than 340 service providershave now launched commercial 5Gservices, and around 70 have deployed GenAI devices drivedevelopment despitemarket difficulties As generative AI (GenAI) devices proliferate and AI appsbecome increasingly complex, both application serviceproviders and communication service providers will 2025 began with positive traction in themarket, with 1.5 percent quarterly growthin smartphone shipments.1However, recenttariff volatility has created market concern.Smartphone growth is now predictedto be flat, or even negative, for the year. application service providers andcommunication service providers.The final success of AI will be determined Commercial traction for RedCap RedCap device availability is increasing,with dongle and pocket router form factorscurrently dominating. Multiple suppliers haveannounced launches of RedCap-poweredcameras and wearables later in 2025