> **来源：[研报客](https://pc.yanbaoke.cn)** ```markdown # Ericsson Mobility Report June 2026 Summary ## Core Content The Ericsson Mobility Report June 2026 outlines the transformative impact of AI, cloud and mobile technologies on global connectivity and service delivery. It highlights the rapid expansion of 5G, the emergence of AI-driven devices, and the development of 6G as the next generation of mobile networks. ## Key Trends and Forecasts - **5G Subscriptions**: - Reached **3.1 billion** in Q1 2026, with **half of all mobile data traffic** now carried over 5G. - Expected to reach **6.4 billion** by the end of 2031, making up **two-thirds** of all mobile subscriptions. - 5G subscriptions are projected to **overtake 4G** by 2031, with **95% penetration** in Western Europe and **92%** in North America. - **5G SA** subscriptions are expected to reach **3.9 billion** in 2031, representing **60%** of all 5G subscriptions. - **6G on the Horizon**: - Standardization discussions for 6G have begun. - Expected to bring **integrated sensing and communication (ISAC)**, **seamless satellite-terrestrial integration**, and **energy efficiency**. - Commercial 6G services are anticipated to appear around **2030**, with early adopters in the **US, China, Japan, South Korea, and GCC countries**. - 6G subscriptions are forecast to reach **180 million** by the end of 2031. - **Satellite Broadband**: - Expected to grow from **10 million** at the end of 2025 to **33 million** by 2031. - Satellite broadband is seen as a crucial component in delivering **fixed broadband connectivity** in a digital world. - **Cellular IoT**: - Total cellular IoT connections reached **4.5 billion** by the end of 2025, with a **CAGR of 10%** through 2031, approaching **8 billion**. - **Massive IoT** (NB-IoT, Cat-M) continues to expand, while **Broadband and Critical IoT** (4G/5G) is expected to dominate. - **eRedCap** is set to be introduced in 2028, offering lower peak data rates and cost-effective solutions for low-cost IoT. - **Fixed Wireless Access (FWA)**: - FWA is expanding rapidly, with **70%** of all FWA providers now offering the service over 5G. - Expected to reach **350 million** connections by 2031, significantly outpacing satellite broadband. ## Main Technologies and Use Cases - **AI-Driven Devices**: - AI is shaping the future of mobile devices, including **smartglasses** and **foldable smartphones**. - Smartglasses shipments reached **10 million** in 2025, with **AI/audio glasses** expected to dominate. - Foldable devices are becoming a flagship category, with **"fold"** models leading in **AI differentiation** and **multitasking** capabilities. - **Network Slicing**: - Network slicing is becoming a key enabler for **differentiated connectivity** and **enterprise services**. - SoftBank Corp. conducted a **5G SA-based network slicing trial** at a major sporting event, running **five use cases** with distinct quality parameters. - Service providers are leveraging **UE Route Selection Policies (URSP)** and **L4S** to create **monetizable offerings**. - **Uplink Demand**: - Uplink demand is rising in AI-driven mobile networks, requiring **optimized uplink performance** and **intelligent compute distribution**. - The **distributed compute model** is starting in 5G and is expected to excel in 6G. ## Regional Analysis - **Sub-Saharan Africa**: - 5G subscriptions are expected to grow significantly, with **4G** making up **46%** and **5G** reaching **28%** by 2031. - **Smartphone subscriptions** are projected to rise to **960 million**, increasing the share of total mobile subscriptions from **57% to 73%**. - **Middle East and North Africa**: - 5G subscriptions are forecast to grow at a **CAGR of 30%**, reaching **47%** of all mobile subscriptions by 2031. - 5G FWA is becoming a **complement to traditional broadband**, with service providers focusing on **network modernization** and **net-zero goals**. - **South East Asia and Oceania**: - 5G subscriptions are expected to reach **670 million** by 2031. - **FWA** is emerging as a **monetization opportunity**, especially in **fiber-constrained areas**. - **India, Nepal, and Bhutan** are key markets, with **5G FWA** helping bridge the **digital divide**. - **Central and Eastern Europe**: - 5G adoption is progressing, with **80 million** subscriptions by the end of 2025. - **Private mobile networks** are being deployed in **manufacturing, education, and healthcare**. - **Latin America**: - 5G is gaining momentum, with **110 million** subscriptions in 2025 and expected to reach **550 million** by 2031. - **5G SA** and **5G Advanced** are anticipated to drive **digital transformation**. - **North East Asia**: - 5G penetration reached **60%** by the end of 2025, with **China** leading at **70%** of mobile data traffic on 5G. - **5G SA** is expanding, with **RedCap** upgrades and **carrier aggregation** enhancing performance. - **Gulf Cooperation Council (GCC)**: - 5G is expected to represent **88%** of all mobile subscriptions by 2031. - FWA adoption is driven by **high-speed alternatives** to fixed broadband and **smart-city ambitions**. - **North America**: - 5G subscriptions reached **370 million** in 2025, with **79%** penetration. - Expected to grow to **460 million** by 2031, with **FWA** and **differentiated connectivity** driving innovation. - **Western Europe**: - 5G subscriptions reached **300 million** in 2025, with **54%** penetration. - Expected to reach **540 million** by 2031, with **95%** penetration. - **Spain** launched the first commercial **differentiated connectivity** service in Q1 2026. ## Conclusion The report emphasizes the **convergence of AI, cloud, and mobile technologies**, with 5G and 6G networks evolving to support **new use cases** and **differentiated services**. **Cross-industry collaboration** is seen as essential to unlock the full potential of next-generation connectivity. The **future of mobile networks** will be **intelligent, inclusive, and resilient**, driven by **innovation in AI-enabled devices**, **network slicing**, and **FWA**. ```