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Page 1: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

Slide title 48 pt

Slide subtitle 30 pt

Enabling China 2.0

HÅKAN ERIKSSON Group CTO President Ericsson silicon valley

Page 2: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 3: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 4: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 5: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

Public | © Ericsson Inc 2010 | 2010-05-20

AN Era of Unprecedented Scale 50 Billion Connections by 2020

Page 6: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 7: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 8: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 9: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 10: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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%

Page 11: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 12: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 13: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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?

Page 14: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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%

Page 15: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 16: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 17: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

Public | © Ericsson Inc 2010 | 2010-05-20

Connected devices

Businesses Societies

People

Online homes

Personal network

Intelligent

transport

Smart utilities

Industry & society

Page 18: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based

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

Page 19: Enabling China 2 - Amazon Web Services · 2018-05-14 · Enabling China 2.0 HÅKAN ERIKSSON Group CTO President Ericsson silicon valley . Public ... Source: Consumer Lab study based