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Ericsson strategy –Global trends for local markets
Torbjörn NilssonSenior Vice President, Strategy & Product Management
2005-09-72
Key industry trends
Economies of Scale & Scope
Growth &Business Development
Next GenerationNetworks
Emerging MarketsTriple Play ServicesRegulations
Layering; Softswitch & IMS & IP Broadband; Wireline & Wireless Multimedia Devices & ServicesE2E Performances & Securities
Convergence ConsolidationsOperational Excellence
2005-09-73
Mobile & Broadband (Triple Play) & Emerging markets the Growth Opportunities (2005-2010)
New Mobile Voice Traffic (>7 Tera Minutes)
Source: Ericsson Strategic Forecasts 2005 (Base Case)
New Mobile Subscriptions (>1,6 billion active subscriptions)
New Broadband Subscribers(328 mil.)
~85% in emerging markets! Concentrated to US, China & India Concentrated in NA, WE & China
NAM18%
LAM7%
WE12%
CEMA15%
Rest of APAC10%
China24%
India14%
NAM6%
LAM15%
WE7%
CEMA32%
Rest of APAC14%
China16%
India10% NAM
19%
LAM5%
WE25%
CEMA7%
Rest of APAC12%
China and
India32%
2005-09-75
Spendings on Broadband Services key to success
VoIP, IP-TV, Corporate data, Premium content & performances
Broadband,Internet Access
Now
$
Classical telephony includingNarrowband Internet
2005-09-76
High interest for VoIP and Triple Play
24%
32%28%
3%
45%
23%19%
3%
17%
27%29%
12%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Enhanced BB VoIP Triple Play Video (stand alone)
Worldwide (314 respondents)
Europe (86 respondents)
APAC (33 respondents)
% of operators considering most important new services in 2004
Source: Heavy Reading 2004
2005-09-78
Convenience and flat rate accelerate Mobile usage & New Opportunities
Data & voice traffic increases dramatically
Charged by traffic Flat rate and bucket charging
Mobile broadband opens up for more advanced services;- Video / Music / TV- Download / Push content- Enterprise
Mobile Trip
le Play
2G3G
3G+
2005-09-79
Introduction of Mobile TVRecent announcements for planned or ongoing trials/launches
Source: Public Sources, March 05
AMERICASSprint TV
Cingular - MobiTV Verizon
Telefonica Movil
W. EUROPETeliaSoneraFT/Orange BouyguesT-MobileVodafone
3 – La Tua TVTIMNRK
ASIA-PACKDDI – EZ Channel
SK Telecom Korea Telecom
3Optus
France
Sweden
Austria
3MobileTV
USA
Italy
2005-09-710
3G / WCDMA uptake
0
5
10
15
20
25
30
35
7/2004 8/2004 9/2004 10/2004 11/2004 12/2004 1/2005 2/2005 3/2005 4/2005 5/2005 6/2005 7/2005
Mill
ion
WC
DM
A s
ubsc
riptio
ns
JapanItalyUKGermanyAustraliaAustriaUSAUAESwitzerlandSwedenSpainSouth AfricaSloveniaSingaporePortugalPolandNorwayNetherlandsMauritiusLuxembourgLatviaKoreaIsraelIrelandHong KongGuernseyGreeceFranceFinlandDenmarkBahrain
Japan
Italy
UK
Sources; EMC estimates
2005-09-711
Today’sSingle-Play service networks
Dat
a/IP
Wire
less
Wire
line C
able
TV
Next Generation Networks a transformation to new communication architecture and business models
ApplicationContent
Connectivity
Multi-Media & Telephony Control (IMS with Mobility)
Multi-Media Services
Connectivity/Packet Backbone Network
Multi-Access Networks
TVStarting
Triple-Play service per network
3G
IMS IMS IMS
xDSL/GbEWiFi/Max
Cable
Services Services Services
ConvergedMulti-media services network
2005-09-712
Ericsson in Growth Opportunities
Incr
eas e
usa
ge
Increase Penetration
Revenues &Value chains
Users/Things3 billion
Innovate & Stimulate markets• Triple Play / New Services (IP/IMS/SoIP)• More Bandwidth / Capacity / Coverage / Simplicity, etc.• New Business Models (Managed Services, end-user services, convergence, mobile enterprise, etc.)
• Regulation (Spectrum / VoIP / IPR / DRM)
Attract new users/things
• Low total cost models (Expander/Softswitch)• Several subscriptions (>100% penetration)• Emerging Markets (well positioned)
CurrentMarkets & Products
2005-09-713
30-50% reduction of number of sites reduces total cost withCAPEX: -30% and OPEX: -30%
Lower Total cost of Ownership or more coverage with fewer sites
Expander
2005-09-714
Ericsson leading in Softswitch & IMS Solutions(21+ Mobile & 35+ Fixed deployments & 27 IMS agreements), (lower core Network OPEX up to 50% & New Multi-media Services)
Classic Switch(control and switching)
Classic Switch SolutionServer (MSC, TeS, IMS)
(Control)
Mobile Media Gateway(Switching)
Ericsson Softswitch Solution
MGW
TDM IP
Control LayerConnectivity Layer
Classic circuit-switched network Layered Architecture network
MGW
MGW MGW
MGW
MGW
2005-09-715
WCDMA0,5 Mbps
HSDPAUpto 14 Mbps
2005/6 2009/102003/4 2007/8 2011/12
HSUPAUpto 5 Mbps
”Super 3G”Up to 100 Mbps
MBMSMulti-, broadcast Multimedia service
Ericsson leads the evolution into Mobile Broadband
2005-09-716
Ericsson providing a new High Performance Broadband (IP)
CPE DSLAMAggregation
SwitchAccessEdge
Modem DSLAM ATM switch BRAS
Best Effort Single ATM PlayNo QoS/Concentration
Multi-Service IP PlayQoS / High throughput
ResidentialGateway
IP/EthernetAccess
Ethernetaggregation
Single/DualEdge
From
To
IPBackbonenetwork
ADSL2+/VDSL
CWDMSwitchedEthernet
2005-09-717
Ericsson’s Applications & Networks & Terminals work end-to-end
Ericsson secures end-to-end solution
Ericsson Network Layers
Sony Ericsson
Ericsson Mobile Platforms
Applications
APIs
Applications Platforms
Protocols
GPRS/EDGE/WCDMAhardware
(several common ASICs)IP Control (IMS)
IP Back-bone
GatewaysFixed and mobile access
Applications&
Service Network
Content
Con
nect
ivity
Content
2005-09-718
Global Services
Access
Expand the service scopeManaged & Hosted ServicesBusiness and Technology ConsultingSystems Integration
Provide services in Ericsson’send-to-end solutions
Network DesignNetwork RolloutEducationCustomer Support
The Ericsson Service strategy remains
Systems
Transmission &Transport
Enterprise
2005-09-719
Strong R&D and strong IPR(Ericsson case)
More than 16,000 granted and 15,000 pending patents– High proportion essential patents
Clear leadership in:– GSM/GPRS/EDGE– WCDMA– IMS
Very strong position in severalother standards:
– CDMA– WiMAX– OFDM– WLAN / WiFi– etc.
All companies in the industry need a patent license agreement with Ericsson
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