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Slide title 48 pt
Slide subtitle 30 pt
Enabling China 2.0
HÅKAN ERIKSSON Group CTO President Ericsson silicon valley
Public | © Ericsson Inc 2010 | 2010-05-20
Mobile Operators & countries Mobile operators and their
proportionate subscriptions - End Q4, 2009
Million
1. China Mobile 528
2. Vodafone 305
3. América Móvil 203
4. Telefonica 188
5. China Unicom 148
6. Deutsche Telekom 130
7. Bharti Airtel 117
8. France Telecom 111
9. (10) Mobile Tele Systems 100
10. (9) AT&T 100
Mobile reported subscriptions* Top 5 Countries - End Q1, 2010
Million
1. China 753
2. India 555
3. USA 291
4. Russia 215
5. Brazil 184
Concentration: 20 largest operators ~56% of reported subscriptions 10 largest operators ~40% of reported subscriptions
Mobile net additions* Top 5 Countries - End Q1, 2010
Million
1. India 53
2. China 28
3. Indonesia 13
4. Vietnam 8
5. Brazil 8
* As reported by operators Source: Estimates based on Informa Telecoms & Media
Public | © Ericsson Inc 2010 | 2010-05-20
Per year income and expenditures
Market potential : Global average household spending on Telecom* stabilizing at 4%, China has huge potential
USD %
Source: Consumer Lab study based on Official Statistics, EIU *Average based on market size of 16 markets. In total these market represent a pop. of 3.8 billion. Telecom includes Mobile and Fixed phone and Internet access
Public | © Ericsson Inc 2010 | 2010-05-20
First Digital Switch, 1981
First Mobile System, 1987
First Infocom MBA, 1998
First order, 1892
Present Day:
9000 employees 27 offices 10 joint ventures
First office in Beijing, 1985
Trusted Partner 117 years presence in China
Public | © Ericsson Inc 2010 | 2010-05-20
AN Era of Unprecedented Scale 50 Billion Connections by 2020
Public | © Ericsson Inc 2010 | 2010-05-20
Into the new decade
1875 1900 1925 1950 1975 2000 2025
50
5
0.5 PLACES
PEOPLE
THINGS Billion
Source: Ericsson This slide contains forward looking
statements
Public | © Ericsson Inc 2010 | 2010-05-20
2000
x
Technology Evolution Broadband Capacity
Last mile Bandwidth
Capacity IP Edge Routers
500kbps
2Mbps
10Mbps
100Mbps
1Gbps
10Gbps
240Gbps
480Gbps
ADSL
ADSL2+
SDSL
VDSL
VDSL2
FTTH
GPON
1st gen BRAS Eth BNG
Next-gen Eth MSER
2015
2000
x
50x
EDGE
HSPA Evol
HSPA
HSPA Evolved
LTE
LTE
1st gen GGSN
SAE Gateway
Multi-Access Edge 50
x
Capacity Multi-Access Edge Fixed Mobile
1990 2000 2010 2005 1995
Public | © Ericsson Inc 2010 | 2010-05-20
Convergence driven by the mobile broadband ecosystem
RLAN, DSL, fiber, VoIP
Cable TV, DSL, DTV, Sat-TV
Cellular networks
TV Video Audio
Mobile terminals
Mobile Broadband
Fixed phones Copper networks
PC Multi media
Public | © Ericsson Inc 2010 | 2010-05-20
broadband subscriptions 3 billion mobile broadband subscriptions – redefines the market
Fixed and mobile broadband subscriptions M2M connections to be added on top
Mobile Broadband - the dominating Broadband
Public | © Ericsson Inc 2010 | 2010-05-20
Measured voice and data traffic Killer APP : Connected Mobility 24/7
Source: Ericsson Measurements in Global Networks (DVB-H, Mobile WiMax, M2M and WiFi traffic not included) This slide contains forward looking statements
Measured Data Updated Q1 2010
~240%
~175% Traffic Growth
100%
Public | © Ericsson Inc 2010 | 2010-05-20
Reported mobile subscriptions
Source: Internal Ericsson This slide contains forward looking statements
By system standard M2M connections to be added on top
0 1 000 2 000 3 000 4 000 5 000 6 000 7 000 8 000 9 000
2008 2009 2010 2011 2012 2013 2014 2015
Rep
orte
d S
ubsc
riptio
ns (m
illio
n)
LTE
WCDMA/HSPA
GSM/GPRS/ED GE TDSCDMA
Mobile WiMAX
CDMA
Other
Public | © Ericsson Inc 2010 | 2010-05-20
Common LTE Evolution Alignment for WCDMA/HSPA, TD-SCDMA (China) and CDMA
GSM WCDMA HSPA
TD-SCDMA HSPA
LTE FDD and TDD
GSM Track (3GPP)
CDMA Track (3GPP2) CDMA One EVDO Rev A
WiMax Track (IEEE) (Fixed WiMax) Mobile WiMax
LTE the Global standard for Next Generation (4G)
FDD
FDD
TDD
TDD
~90%
~10%
~1%
2014
Public | © Ericsson Inc 2010 | 2010-05-20
Understanding ICT’s carbon footprint
ICT responsible for 2% of global CO2 emissions
How can we reduce our own sector emissions?
ICT key to reduce the other 98% of CO2 emissions
How can we help reduce other sector emissions?
Public | © Ericsson Inc 2010 | 2010-05-20
> Virtual presence > Smart transport
ICT contribution potential
Source: IPCC
> Digital society > Smart business
> Facility management > Monitor & control
> Smart metering > Energy “Internet” > Smart metering > Energy “Internet”
Waste Agriculture
Forestry
Travel & transport
Buildings
Industry
Energy supply
14% 3%
17%
19%
8%
13%
26%
Global Carbon Emission 2007
49 billion ton
15-20%
Public | © Ericsson Inc 2010 | 2010-05-20
More pipes Macro, micro, pico and fixed/Wifi
Mobile
Mobile
Internet Residential
Gateway
DSL, Fiber
WiFi
Evolved Packet Core
Macro
Pico
Public | © Ericsson Inc 2010 | 2010-05-20
CONVERGED METRO TRANSPORT
CONVERGED CORE TRANSPORT
MOBILE BROADBAND
FIXED BROADBAND
MOBILE BACKHAUL
MOBILE Edge
IP EDGE
Smarter pipes enabled by IP & Convergence
IPTV, CONTENT, APPS
FIXED Edge
MANAGEMENT, POLICY & CHARGING
INTERNET
INTERNET
Opt
imiz
e ac
ross
fixe
d an
d m
obile
Optimize across Access and Edge
Public | © Ericsson Inc 2010 | 2010-05-20
Connected devices
Businesses Societies
People
Online homes
Personal network
Intelligent
transport
Smart utilities
Industry & society
Public | © Ericsson Inc 2010 | 2010-05-20
Key Messages
The people in China will reach the world (and the cloud) through Smart Phones
Smart Phones require Smart Pipes
1 3GPP Technologies GSM, HSPA, TD-SCDMA and LTE creating economy of scale
LTE the 4G standard
2 On our way towards 50 Billion connected devices by 2020
Anything benefiting from being connected, will be connected
3
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