industry trends - ericsson · 2017-01-10 · industry trends november 10, 2016 new york . slide...

Slide title 44 pt

Text and bullet level 1 minimum 24 pt

Bullets level 2-5 minimum 20 pt

Characters for Embedded font: !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}~¡¢£¤¥¦§¨©ª«¬®¯°±²³´¶·¸¹º»¼½ÀÁÂÃÄÅÆÇÈËÌÍÎÏÐÑÒÓÔÕÖ×ØÙÚÛÜÝÞßàáâãäåæçèéêëìíîïðñòóôõö÷øùúûüýþÿĀāĂăąĆćĊċČĎďĐđĒĖėĘęĚěĞğĠġĢģĪīĮįİıĶķĹĺĻļĽľŁłŃńŅņŇňŌŐőŒœŔŕŖŗŘřŚśŞşŠšŢţŤťŪūŮůŰűŲųŴŵŶŷŸŹźŻż��ƒȘșˆˇ˘˙˚˛˜˝ẀẁẃẄẅỲỳ–—‘’‚“”„†‡•…‰‹›⁄€™ĀĀĂĂĄĄĆĆĊĊČČĎĎĐĐĒĒĖĖĘĘĚĚĞĞĠĠĢĢĪĪĮĮİĶĶĹĹĻĻĽĽŃŃŅŅŇŇŌŌŐŐŔŔŖŖŘŘŚŚŞŞŢŢŤŤŪŪŮŮŰŰŲŲŴŴŶŶŹŹŻŻȘș−≤≥fifl

ΆΈΉΊΌΎΏΐΑΒΓΕΖΗΘΙΚΛΜΝΞΟΠΡΣΤΥΦΧΨΪΫΆΈΉΊΰαβγδεζηθικλνξορςΣΤΥΦΧΨΩΪΫΌΎΏ

ЁЂЃЄЅІЇЈЉЊЋЌЎЏАБВГДЕЖЗИЙКЛМНОПРСТУФХЦЧШЩЪЫЬЭЮЯАБВГДЕЖЗИЙКЛМНОПРСТУФХЦЧШЩЪЫЬЭЮЯЁЂЃЄЅІЇЈЉЊЋЌЎЏѢѢѲѲѴѴҐҐәǽẀẁẂẃẄẅỲỳ№

Do not add objects or text in the

footer area

© Telefonaktiebolaget LM Ericsson | Ericsson Investor Update 2016 11 10 | Page 26

Industry trends

N O V E M B E R 1 0 , 2 0 1 6 N E W Y O R K

Investor update 2016

Slide title 44 pt







footer area

© Telefonaktiebolaget LM Ericsson | Ericsson Investor Update 2016 11 10 | 7

C TO & H e a d o f S t r a t e g y ULF EWaldSson

Slide title 44 pt







footer area


Operator reality 2015-2018

Sources: Ericsson Analysis, Thomson Reuters ›  Financial Analyst Consensus

›  Base: Top-20 telcos ~2/3 or worlds revenues, Organic growth only

REVENUE EBITDA CAPEX

+2.4% +1.0% -1.0%

Figures represent approximate CAGR 2015-2018

Pressure to improve efficiency and optimize spending

Slide title 44 pt







footer area


Market Outlook

Forecast generally adjusted down from last year Decline in Networks product market partly compensated by small growth in Networks services market

2014

218

1-3% -2%

2018

215-225

2016

~210

2015

212

USD b. Media Investments pick up as operators consolidate

and choose technology

IT & Cloud Major transformations ahead presenting

opportunities and challenges

Networks Lowered investments in major markets, still

~60% global population to be covered by LTE

Growth CAGR 2016-2018

9 - 11%

5 - 7%

-2 - 0%

Media (Products & Services)

IT & Cloud (Products & Services)

Networks (Products & Services)

Note: Excluding Industry & Society markets and IPR This slide contains forward-looking statements. Actual result may be materially different.

Slide title 44 pt







footer area


Smartphone development

Source: Ericsson Mobility Report, November 2016

8X mobile traffic (2017-2022) with ~75% video in 2022 driven by smartphones

This slide contains forward-looking statements. Actual result may be materially different.

Slide title 44 pt







footer area


Our reading on networks and operators

Multi purpose transport and access

Increased automation with software

Cloud deployed applications

Network essentials - trust, security and availability

Applications decoupled from network Operators will focus on network as an open platform

Operators see digital transformation as new enterprise opportunity

Experimentation with services above the network

OPERATOR BUSINESS TECHNOLOGY

Operators capitalizing on their local presence and looking to partner for global presence

Technology developments influencing operator business transformation

Slide title 44 pt







footer area


Smartphones App cloud

Mobility & connectivity

Cloud & data

Analytics & automation

Applications & services

Increased efficiency (lower cost per bit) and higher capability for mobile broadband

Network efficiency and performance

Slide title 44 pt







footer area


Mobility & connectivity

Cloud & data

Analytics & automation

Applications & services

A horizontal, programmable network platform to connect all clouds to all devices

Increased Network relevance for other industries

10-100X End-user data rates

5X Lower latency

10-100X Connected devices

10X Battery life

1000X Mobile data

volumes

Devices/IoT Enterprise IT cloud

Slide title 44 pt







footer area


THE global architecture

Access/Mobility Devices/IoT Enterprise IT cloud

Service provider core

Service provider IT cloud

Cloud Infrastructure

Transport

Management & Control

Applications Access Mobile

Fixed

Energy performance End to end security

An end to end system offering coupled with comprehensive services capabilities

Networks

IT & Cloud

Media

IT & Cloud

IT & Cloud Networks

IT & Cloud

Industry & Society

Industry & Society

Slide title 44 pt







footer area


5g USE CASES

Smart vehicles, transport

Sensors everywhere

Interaction human - IoT

Critical control of remote devices

Infrastructure, monitor and control

Broadband and media everywhere

Broadband and media leading, more use cases leveraging enhanced capabilities

Slide title 44 pt







footer area


The evolution of 5g

PHASE 1

PHASE 2

PHASE 3

CONNECTIVITY

SENSORS

DEVICES

PHYSICAL SETUP/ INFRASTRUCTURE

SOFTWARE

ANALYTICS

PLATFORMS

SECURITY

ADJACENT BUSINESS MODELS BASED ON THE TECHNOLOGY

NEW DOMAINS OF VALUE CAPTURE

Slide title 44 pt







footer area


Building the 5g ecosystem

Standardization open source

Research collaborations

Universities & academia

Global engagements

Operator agreements

Industrial collaborations

Test-beds, trials, products,

devices Early launches

2020 5G standard

5G concept

Ericsson leading 5G development and commercialization

industry trends - ericsson · 2017-01-10 · industry trends november 10, 2016 new york . slide...

Documents