Ericsson Mobility Report #20

Ericsson Mobility Report, focus on 5G, traffic, FWA, IoT

• 5G will become the fastest adopted mobile generation (>580m subs YE 2021E, 3.5b in 2026)
• Global mobile data traffic (excl FWA) 49 EB/mo (end 2020; +46% yoy, +13% qoq), 66 EB/mo in 21Q1, 237 EB/mo in 2026E; average usage to grow from 10 to 35 GB/mo/smartphone by YE 2026
• <90% of operators having launched 5G offer FWA (4G & 5G), 72% of all operators; FWA traffic x7 to 64 EB/mo in 2026 (20% of global mobile data traffic), total FWA connections 180m in 2026E
• IoT connections 330m YE 2021 (+80%)
• 4 feature articles: T-Mobile multiband strategy for 5G, business 5G built on Wireless WAN, AI for customer experience in 5G, in-building 5G