Ericsson Mobility Report (November 2021), forecasting until 2027

EMR Nov 2021

• Subscriptions: 8.1b mobile subscriptions YE 2021 (6b unique subs; 300m PC/tablet and 6.3b smartphone o/w 4.7b 4G and 660m 5G), 8.9b mobile subscriptions YE 2027 (6.7b unique subs; 540m PC/tablet and 7.7b smartphone subs = 86% o/w 4.4b 5G = 49%, 3.3b 4G);
• Traffic: average traffic YE 2021 11.4 GB/mo/smartphone (W Europe 15.2) to 41 GB/mo/smartphone in 2027E (W Europe 51); 5G carrying 62% of global mobile data in 2027; total global mobile data traffic (incl FWA) 21Q3 78 EB (+42%) o/w 15% from FWA, expects 288 EB by end 2027 (incl FWA 370) o/w 20% from FWA
• Coverage: global 5G pops coverage 15% YE 2020 to 75% YE 2027 (4G from 80 to 95%, 3G to remain 95%)
• FWA: 230m FWA lines (800m people) YE 2027 (currently 88m) o/w 110m on 5G
• IoT YE 2021E: 14.6b connections o/w 12.5m short-raneg, 2.1b wide-area (o/w 1.9b cellular), 2027E: 30.2b connections o/w 24.3b short-range, 5.9b wide-area (o/w 4.4b cellular)
• Analysis: State of 5G in Latin America; 5G FWA speed-tier offerings are emerging; 5G drives innovation in service packaging; Fast, foldable and everywhere: 5G devices today; Broadband IoT still rising as 2G and 3G continue to decline; Mobile network traffic still climbing steadily; Smartphones and video drive up mobile data traffic; 5G network coverage momentum continues
• Feature Articles: 1. Building 5G infrastructure for the digital future (Far EasTone, Taiwan), 2. Network build-out to boost digitalization (KSA), 3. Time-to-content: Benchmarking network performance, 4. Building sustainable networks