爱立信移动市场报告：2024南商业评论版（英）-32页_8mb

Ericsson Mobility Report Business Review 2024 Summary

7G Business Horizons

The journey to unlocking the 5G business opportunity is ongoing, with deployments reaching 290 service providers. 5G introduces four distinct business horizons: enhanced mobile broadband (eMBB), fixed wireless access (FWA), differentiated connectivity solutions, and 5G private networks. These horizons enable new monetization opportunities, with eMBB providing network efficiencies, FWA driving revenue growth, and private networks enhancing industrial productivity. 5G helps reduce energy consumption and manage data traffic, supporting profitable growth despite competitive challenges.

Challenging Market Landscape for Service Providers

Service providers face inflation and cost pressures, but 5G is a key driver for profitable growth. Mobile service revenue grew 15% globally from 2020-2023, with an annual rate of 4.6%. ARPU has increased due to higher postpaid subscriptions and additional services like smartwatches. Service providers must innovate, differentiate offerings through speed tiers and bundles, and address market realities like high churn rates. Inflation contributes to both higher costs and revenue growth, necessitating new strategies for sustainable growth.

A Staircase to Successful Monetization of 5G

Monetizing 5G involves three steps: baseline connectivity, service aggregation, and experience-based connectivity. Service providers need to evolve existing packages, focus on quality of experience (QoE) through speed tiers, and bundle services to drive revenue. Addressing unused data in plans by adjusting bucket sizes and leveraging 5G standalone (SA) features can enhance differentiation and monetization for consumers.

How US Providers Compete with Dual-Play Broadband Strategies

US service providers have successfully integrated 5G with fixed broadband, capturing over 90% of fixed broadband net additions and 43% of mobile net additions. Strategies include offering dual-play packages, with FWA competing directly with cable providers. This model allows service providers to defend mobile customer bases and attract new revenues, leveraging 5G for digital services simplicity and accessibility.

Boosting Value with Speed-Tiered FWA

FWA is one of the most successful 5G use cases, creating value through additional revenue, reduced OpEx, and optimized CapEx. Speed-tiered plans allow service providers to target diverse customer needs, such as rural connectivity and high-speed applications. FWA can bridge connectivity gaps, scale quickly, and contribute to closing the digital divide, with key strategies including migration from DSL and targeting underserved areas.

Partnerships with Content Providers

Service providers offer distribution channels for content providers, enabling new business models like direct carrier billing and subscription aggregation. Key partnerships include reseller models, bundling, API openness, and aggregation platforms, which increase customer loyalty and revenue. These collaborations help content providers overcome challenges like server hosting costs and payment risks, while service providers gain insights into subscriber behavior for personalization.

Leveraging Network APIs for Value and Monetization

Network APIs drive innovation by exposing 5G capabilities for monetization, supporting business models like revenue sharing, subscriptions, or usage-based pricing. APIs enable new services for developers, such as improved gaming or drone management, fostering ecosystem growth. Service providers can capture value through CPaaS aggregators or direct channels, with APIs being crucial for global scalability and real-time communication enhancements.

5G Private Networks Enhance Industry Productivity

5G private networks improve productivity in industries like logistics, manufacturing, and mining. Case studies show cost savings, increased efficiency, and support for high-mobility use cases. Deployment scales by targeting multiple use cases per site and integrating with adjacent areas. Private networks offer dedicated connectivity for demanding radio environments, outperforming alternatives like Wi-Fi in key applications.

Key Insights and Figures

• Global mobile subscriptions reach over 8.4 billion, with 5G subscriptions growing rapidly.
• Mobile service revenue growth is expected to accelerate, with 5G contributing significantly.
• Data traffic per smartphone and mobile data predictions highlight increasing demand for connectivity.
• Strategic deployment of 5G in various sectors is key to unlocking new revenue streams and addressing market challenges.