Mobile BroadbandDr. Fredrik Gessler
Product Area RadioEricsson
© Ericsson AB 2009 Public Mobile Broadband 2009-08-312
50 billion connections 2020
© Ericsson AB 2009 Public Mobile Broadband 2009-08-313
Base stations everywhere
A multitude of different devices
50 billion connections 2020The mobile angle
VisionIm
plications
It never stops…
© Ericsson AB 2009 Public Mobile Broadband 2009-08-314
Commercial HSPA networksHSPA network launch commitments
0
500
1000
1500
2000
2007 2008 20090
100
200
DevicesSuppliers
The success of HSPA
Source: GSA – Global mobile Suppliers Association and Informa: June/July 2009
274 commercialHSPA networks
>380 millionWCDMA/HSPA subscribers
1605 HSPA devices183 suppliers
© Ericsson AB 2009 Public Mobile Broadband 2009-08-315
65
95
25
55
85
5
45
75
05
35
Jan07
Mar07
May07
Jul07
Sep07
Nov07
Jan08
Mar08
May08
July08
Sep08
Nov08
Jan09
Mar09
May09
1
5
11
3
7
9
13
15
17
Packet data
Voice
19
HSPA traffic growthWorld average
Enormous data traffic growthSource: Ericsson
Relative Network Load
© Ericsson AB 2009 Public Mobile Broadband 2009-08-316
The mobile data revolutionMobile Broadband is only the beginning
Mobile Broadband – smartphones – gadgets – M2M
* Courtesy of Apple
** Courtesy of Sony-Ericsson
*
**
© Ericsson AB 2009 Public Mobile Broadband 2009-08-317
SmarTone: +16%
Telstra: +31%
Softbank Mobile: +14%
Orange, France: +26%
MTN, South Africa: +21%
Vodafone: +26%
Telefonica: +37%
Vivo: +30%
Wireless data revenue growthConsistent reports around the globe
AT&T: +37%
Sources:Financial reports and analyst presentations from the respective companies
© Ericsson AB 2009 Public Mobile Broadband 2009-08-318
Strong Business CaseFor Mobile Broadband
<1 €/GB !
Cost(€/GB)
Penetration &Utilization
15
2
1
MBB
xDSL
~5% penetration & ~15% utilization
© Ericsson AB 2009 Public Mobile Broadband 2009-08-319
Growing revenues for operators
”Capture demandnear term”
”Beyond flat rate”
”Towards50 Billion”
Time
Operatorrevenues
Fair usage policyCustomer serviceEnhanced price models
© Ericsson AB 2009 Public Mobile Broadband 2009-08-3110
Mobile System EvolutionGlobal Support
3GPP 90%
CDMA/EV-DO3GPP2 10%
Global scale advantages driving growth
GSM/EDGE
WCDMA/HSPA
LTE
TD-SCDMA/HSPA
© Ericsson AB 2009 Public Mobile Broadband 2009-08-3111
HSPA and LTE capacity
Similar performance from HSPA and LTE
Note: LTE spectrum Efficiency similar for FDD and TDD, higher HSPA performance in scenarios with lower time dispersion
0,0
0,5
1,0
1,5
2,0
2,5
3,0
HSPA R62004
HSPA R72007
HSPA R82008
LTE 2x22008
Spe
ctru
m E
ffici
ency
[bps
/Hz/
sect
or]
DownlinkUplink
© Ericsson AB 2009 Public Mobile Broadband 2009-08-3112
Mobile Broadband networks deployed worldwide
100
200
300
400
500
2004 2005 2006 2007 2008 2009 2010 2011 2012
Total WCDMA HSPA
1.8 Mbps HSPA3.6 Mbps HSPA
7.2 Mbps HSPAEvolved
LTE
GSM, WCDMA and LTECo-exist for the foreseeable future
Subscription forecast
0.001
0.01
0.1
1
10
100
1,000
10,000
2013200920052001199719931989
Mill
ions
2G
3G
4G
LTE initial deployment, HSPA expansion and upgrade
Source: GSA, WCIS, Ericsson analysis
© Ericsson AB 2009 Public Mobile Broadband 2009-08-3113
© Ericsson AB 2009 Public Mobile Broadband 2009-08-3114
© Ericsson AB 2009 Public Mobile Broadband 2009-08-3115
Sources for slide no 7
AT&T:http://www.att.com/Investor/Financial/Earning_Info/docs/2Q_09_slide_c.pdf
Telefonica: http://www.telefonica.com/en/shareholders_investors/pdf/rdos09t2-pres.pdf
Vivo: http://vivo.mediagroup.com.br/eng/download/apresentacoes/VIVO_Presentation_2Q09.pdf
Vodafone: http://www.vodafone.com/etc/medialib/preliminary_results.Par.49965.File.dat/prelim_2009_final1.pdf
Orange: http://www.francetelecom.com/en_EN/finance/invest-analysts/cons-results/att00012066/FranceTelecomH109Results_Web.pdf
MTN: http://www.mtn-investor.com/reporting/interims_09/pdf/presentation.pdf
Softbank: http://www.softbank.co.jp/en/irinfo/shared/data/presentation/results/2009/softbank_presentation_2009_001.pdf
SmarTone: http://www.smartone.com.hk/about/investor/results/english/0809annual_present.pdf
Telstra: http://www.telstra.com.au/abouttelstra/investor/docs/tls686_fy_analystbriefing.pdf