爱立信移动报告（2023年11月）-英-40页_4mb

Ericsson Mobility Report November 2023 Summary

1. Key Findings and Trends

   • 5G Growth: Global 5G mobile subscriptions reached 1.6bn by end-2023 (18% of total subscriptions), projected to exceed 5.3bn by 2029 (58% of subscriptions). India and the GCC showed high growth rates.
   • SA Deployment: Over 40 providers have deployed 5G standalone (SA) networks, which enable advanced use cases like low-latency services and network slicing.
   • Data Traffic: Global mobile data traffic grew 33% year-on-year in Q3 2023 to 143 EB/month. Average monthly data consumption per smartphone reached 21 GB in 2023, projected to 56 GB by 2029.
   • Indoor Connectivity: Demand for indoor connectivity is driving performance enhancements, with 5G mid-band deployments targeting high-traffic venues like stadiums and airports.

2. Regional Highlights

   • Asia-Pacific (excluding China): Focused on affordable 5G deployments and leveraging mid-band spectrum for capacity. Average data use reached 64 GB/month in North East Asia.
   • Sub-Saharan Africa: Projected to grow by 3% CAGR in subscriptions between 2023-2029. 5G is expected to reach 16% penetration by 2029.
   • Latin America: 5G subscriptions grew slowly due to economic challenges, but FWA adoption reached 50%.
   • India (Jio): Massive 5G SA rollout achieved 85% mid-band coverage by end-2023. Jio aims to capture 92% subscription penetration by 2029.

3. 5G Applications and Use Cases

   • Enhanced Mobile Broadband (eMBB): Driving consumer adoption with faster speeds and lower latency.
   • Fixed Wireless Access (FWA): 50% of global FWA providers use 5G, growing traffic by 19%.
   • Industrial IoT & Manufacturing: 5G private networks deployed in gigafactories and green steel plants for real-time automation, e.g., ArcelorMittal's 5G Steel network.
   • XR Services: Growth in AR/VR/MR adoption, enabled by network slicing and RedCap devices.

4. Challenges and Recommendations

   • Deployment Issues: Challenges in India include network optimization and site availability, addressed through AI-driven automation.
   • Indoor Performance: Indoor small cells outperform DAS for throughput, especially in high-traffic areas.
   • Sustainability: The ICT sector aims to reduce carbon emissions by 25% through renewable energy adoption.

5. Methodology and Forecasts

   • Forecasts are based on proprietary network measurements and validated with service provider data.
   • Global population coverage for 5G mid-band is 30% outside China, set to reach 40% by end-2023.

This report underscores the resilience of 5G adoption, regional disparities, and the critical role of 5G in fostering digital transformation across industries.