爱立信：2023年6月移动研究报告 Ericsson Mobility Report

/

mobility-report

Ericsson

MobilityReport

June2023

Intreoduction

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EricssonMobilityReport|June2023

Letterfromthepublisher

Meetingevolvingnetworkrequirements

Communicationsserviceprovidersworldwidearecontinuingtoinvestin5G,drivenbytheprospectofsuperiorconnectivityandemergingopportunities.Thiscomesdespitegeopoliticalunrestandamacroeconomicslowdowninsomemarkets.

Newmajor5Gmarketsareemerging.Indiaisexperiencingmassivenetworkdeployments,makingitthefastestgrowing5Gmarketglobally.5GisacriticalcomponentinIndia’sjourneytorealizeits“DigitalIndia”vision.Meanwhile,inNorthAmericatheadditionofmid-bandspectrumnowenablessuperiormulti-band5Gexperiencesformanyusers.

Withover1billion5Gsubscriptionsworldwide,serviceprovidersinleading5Gmarketshavebeenexperiencingpositiverevenuegrowthoverthepast2years.However,the5Grolloutisstillinprogress,andthedeploymentof5Gmid-bandspectrum,whichoffershigh

capacityandgoodcoverageforsuperioruserexperiences,remainslimitedtoaround

25percentof4Gsitesglobally,withNorthAmericaaheadandEuropebehind.

Asglobalmobilenetworkdatatrafficcontinuestogrow,withaCAGRofaround25percentprojectedthrough2028,smartnetworkmodernizationbecomesimperative.

Managingthisgrowthwhileimprovingthemobileuserexperiencerequirescontinuednetworkevolution.Notably,5Gmid-bandbuild-outisprovingtobemoreenergy-efficientandcost-effectivecomparedtotheexpansionof4Gnetworks.

Inthisedition,weuncoverinsightsthathighlightkeyconsiderationsforfuturenetworkevolution,basedonanalysisofdatatrafficgrowthandpatternsacrossdifferentlocationsinmobilenetworks.

Asyoudivedeeperintothereport,weaddressthechallengesposedbythenextwaveof5Gapplications,emphasizing

theneedfornewmodelstoratemobilequalityofexperience(QoE)toenablethedesignofnetworksthatmeetfutureserviceperformanceneeds.Astheuseofaugmentedreality(AR)servicesformobiledevicesgrows,mobilenetworksneedtobepreparedforincreasedperformancerequirements,primarilybyaddingnewspectrumandfunctionalityonexistingsites.WealsoexplorehowSingtel’sdeploymentof5Gnetworkslicingatthe2022SingaporeGrandPrixdemonstratedthecommercialopportunitiesofdifferentiatedconnectivityservices.

Itrustthatyouwillfindthisreportengagingandthatitprovidesusefulinsightsaswenavigatetheworldof5Gandnetworkevolution.

FredrikJejdling

ExecutiveVicePresidentand

HeadofBusinessAreaNetworks

Contents

Forecasts

045Gmobilesubscriptionsto

reach1.5billionin2023

05Continuedrevenuegrowthinleading5Gmarkets

065Gsubscriptionsrisingineveryregion

08NorthEastAsia:Acloserlook

10Weaksmartphonemarketisnotstopping5Gadoption

114G/5GIoTconnectionsrising

as2G/3Gdeclines

12Over100serviceprovidersofferingFWAover5G

145Gcontinuestodriveinnovation

inmobileservicepackaging

16High-datausersdrivingmobiletraffic

18Mobilenetworktraffichasalmostdoubledintwoyears

195Gtoaccountforallmobiledata

growthwithin5years

215Gpopulationcoverage

hasreached35percent

Articles

23Exploringhowtrafficpatternsdrivenetworkevolution

26Exploringdifferentiatedserviceswith5Gnetworks

30ARuptakeenabledbymobilenetworks

33Mobilequalityofexperience:Networkreadinessfornewservices

36Methodology

37Glossary

38Globalandregionalkeyfigures

ExecutiveEditor:ProjectManager:Forecasts:WriterEditors:

PeterJonssonAnetteLundvallRichardMöllerStephenCarson,StevenDavis

Co-writers:

MartinBäckström,GregerBlennerud,FredrikBurstedt,MarkoCejvan,

YossiCohen,GunnarHeikkilä,JosipJelic,DorotejaKobescak,FredricKronestedt,PerLindberg,PeterLinder,DavidLindero,JunYingLiu,KarlOlsson,NatasaPipic,ElianeSemaan,RaymondSoh,TomislavTolic,KennethWallstedt,LiYangG,JialongZhang

ContributorsfromSingtel:

CheongHaiThoo,TerranceLai,

KuanWaiMun,LynettePoh,

HarishNambiar,CaraFoong,

HianHouChua

3

Forecasts

EricssonMobilityReport|June2023

5Gisgrowingfast–total5Gsubscriptionsareprojectedto

passthe1.5billionmarkthisyear,growingby500million

injust1year.Thegrowthcomesinspiteofachallenging

macroeconomicclimate.Globally,around240commercial

5Gnetworkshavebeenlaunchedsofar,andserviceproviders

inthetop205Gmarketshaveenjoyedgrowingrevenuethat

correlateswithgrowingsubscriptionpenetration.

Forecasts

ThemonthlyglobalaverageRevenueisrisingforserviceMorethan100service5Gmobilesubscriptions

usagepersmartphoneisprovidersinthetop205Gprovidersarenowofferingaresettoreach

expectedtoexceedmarkets,increasingbyFixedWirelessAccess1.5billiongloballyby

20GBattheendof2023.7percentinthelast2years.servicesover5G.theendof2023.

20GB7%1001.5bn

Forecasts

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EricssonMobilityReport|June2023

9.1

billion

8.3

9

8

7

6

5

4

3

2

1

5Gmobilesubscriptionstoreach1.5billionin2023

Duringthefirstquarterof2023,total5Gsubscriptions

reached1.1billion,adding125million.

Serviceproviderscontinuetodeploy5Gdespiteaweakerglobaleconomyandgeopoliticaluncertainties.Aroundtheworld,about240serviceprovidershavenowlaunchedcommercial5Gservices,andaround35havedeployedorlaunched5Gstandalone(SA).1Themostcommon5Gserviceslaunchedbyserviceprovidersforconsumersareenhancedmobilebroadband(eMBB),FixedWirelessAccess(FWA),gamingandsomeAR/VR-basedservices.

Strong5Gsubscriptiongrowth

inNorthAmerica

Theuptakeof5Gsubscriptions2inNorthAmericahasbeenstrongerthanexpected,andattheendof2022theregionhadthehighest5Gsubscription

penetrationat41percent.InNorthEastAsiathepenetrationwas30percent,followedbytheGulfCooperationCouncilcountriesat18percentandWesternEuropeat

13percent.In2028,itisprojectedthatNorthAmericawillhavethehighest5Gpenetrationat91percent,followedbyWesternEuropeat88percent.

Theglobal5Gsubscriptionforecasthasbeenadjustedtotakeintoaccountdelayedspectrumauctionsinseveralcountriesandcontinueddifficultmacroeconomicconditions.5Gsubscriptionsarenowforecasttoreach4.6billiongloballybytheendof2028,makingupmorethan50percentofallmobilesubscriptions.5Gwillbecomethedominantmobileaccesstechnologybysubscriptionsin2028.

Subscriptionsfor4Gcontinuetoincrease,growingby59millionduringQ12023to5.2billion.4Gsubscriptionsareprojectedtostartdecliningfromthisyeartoaround3.8billionbytheendof2028assubscribersmigrateto5G.

Duringthequarter,3Gsubscriptionsdeclinedby85million,whileGSM/EDGE-only

subscriptionsdroppedby59millionandothertechnologies3decreasedbyabout4million.

China,BangladeshandNigeriahadthegreatestnetadditionsofsubscriptionsduringthequarter,with4millionaddedineachcountry.

Figure1:Mobilesubscriptionsbytechnology(billion)

10

billion

0

201720182019202020212022202320242025202620272028

1GSA(May2023).

2A5GsubscriptioniscountedassuchwhenassociatedwithadevicethatsupportsNewRadio(NR),asspecifiedin3GPPRelease15,andisconnectedtoa5G-enablednetwork.

3MainlyCDMA2000EVDO,TD-SCDMAandMobileWiMAX.

5Gsubscriptionsareforecast

toreach1.5billionin2023.

1.5bn

5G

LTE/TD-LTE

WCDMA/HSPA

GSM

TD-SCDMA

CDMA

Forecasts

5

EricssonMobilityReport|June2023

Revenue(%)

Methodology

Alistofthetop205Gmarketswasidentified,basedon5Gsubscriptionpenetrationranking.Foreachserviceproviderinthesemarkets,relativerevenuedevelopmentwascalculated,usingthefirstquarterof2017asareferencepoint.Thedevelopmentwascalculatedasarollingfour-quarteraverage,tofilteroutseasonality.Finally,individualdevelopmentswereaggregatedintoanaveragedevelopmentrepresentingallserviceprovidersinthetop205Gmarkets.

5Gsubscriptionpenetration(%)

Continuedrevenuegrowthinleading5Gmarkets

Thetop205Gmarketsarecontinuingtoconvert5Gcapabilitiesinto

businessvalue,growingrevenuesby7percentoverthepast2years.

Analysisofdevelopmentsinleading

5Gmarketsshowsastrongcorrelationbetweenincreased5Gsubscriptionpenetrationandservicerevenue.WhendatafromQ42022isaddedtopreviousanalysisbyEricsson,1itisevidentthatthepositiverevenuetrendiscontinuing.AsshowninFigure2,thelaunchof

5Gservicesinthetop205Gmarkets2isfollowedbyapositiverevenuedevelopmentof3.5percentCAGRoverthelast2years,oratotalof7percent.

Serviceproviderspromoting5Gvalueintimesofsurginginflation

Historically,serviceprovidershavefounditchallengingtoincreaseconsumerpricesformobilesubscriptionsinlinewithinflation.Withthecurrentsurgeofinflationacrossmanyareas,someserviceprovidershave

nowstartedtoadjusttheirtariffsinrelationtotheConsumerPriceIndex(CPI).Sofar,adjustmentshavebeensignificantlylowerthaninflationandthispracticeisstillfarfromcommonplace.Astheseadjustmentsonlyapplytoentirelyneworrenewedcontracts,theywouldhavehadlittleimpactonrevenuegrowthduring2022.

Incontrasttosuchreactivepriceadjustments,whichprovidenoincentiveforconsumerstopaymore,thelaunchof5Gserviceshasenabledserviceproviderstoproactivelydriveashifttohighermobiletariffs,whileaddingvalueforconsumers.

Valueofconnectivitystrengthenedbynew5Gservices

5Ghascreatednewvalueforconsumerandenterprisecustomers,withserviceofferingsoflargerdatabuckets,higher

speeds,andimproveduserexperiences.Forserviceproviders,theadditionalvalueprovidedtoconsumersandenterprisestranslatesintoopportunitiesforupsellandrevenueincrease.TherevenuetrendinFigure2indicatesthisvaluecapturehasalreadybegun.As5Gnetworksandecosystemsmature,withmoreservicesandapplicationsbeingdevelopedandoffered,evenmore

valueforcustomerswillbeunlocked.

Figure2:Revenuevs.5Gsubscriptionpenetration–top205Gmarkets

(referencepointQ12017,percent)

Revenue5Gsubscriptionpenetration

110%24%

105%

100%

95%

90%

18%

12%

6%

0%

201720182019202020212022

Source:EricssonanalysisofTechInsightsdata,Q42022.

1EricssonMobilityReport–BusinessReviewedition(February2023).

2Marketscategorizedasthe“top205Gmarkets”:Australia,Bahrain,China,Denmark,Finland,HongKong,Ireland,Japan,Kuwait,Monaco,Norway,Qatar,SaudiArabia,Singapore,SouthKorea,Switzerland,Taiwan,UAE,UK,US.

Forecasts

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EricssonMobilityReport|June2023

5Gsubscriptionsrising

ineveryregion

UptakeisstronginNorthAmerica,andtheregionreacheda

5Gsubscriptionpenetrationof41percentattheendof2022.

Figure3:Mobilesubscriptionsbyregionandtechnology(percent)

5GLTE(4G)WCDMA/HSPA(3G)GSM/EDGE-only(2G)TD-SCDMA(3G)CDMA-only(2G/3G)

20222028202220282022202820222028202220282022202820222028202220282022202820222028

30%

13%

55%

58%

32%

56%

34%

73%

41%

74%

42%

74%

57%

30%

71%

18%

86%

13%

79%

88%

41%

91%

59%

60%

66%

73%

49%

58%

45%

40%

55%

25%

32%

22%

17%

27%

22%

9%

12%

9%

Sub-Saharan

MiddleEast

SouthEast

Centraland

Latin

India,

NorthEast

Gulf

Western

North

Africa

andNorth

Asiaand

Eastern

America

Nepaland

Asia

Cooperation

Europe

America

Africa1

Oceania

Europe

Bhutan

Council

Sub-SaharanAfrica

Despitethechallengingmacroeconomicenvironment,nationsinSub-SaharanAfricaareexpectedtoinvestinnetworkinfrastructure,drivenbyalargeyouthfulpopulationandahighdemandforconnectivity.Thiswillalsoenablenewgrowthopportunitiesforserviceproviders,drivenbyadvancedmobiledataandvalue-addedserviceslikemobilebankingandpayments.

Migrationto4Gnetworkscontinues.4Gwillbethemaincontributortonewsubscriptionsupto2028,accountingformorethanhalfofallmobilesubscriptionsattheendoftheperiod.While2Gremainsanimportanttechnologyintheregionduetolow-priceddevices,affordabilityofserviceplansandalargenumberofruralsubscribers,2Gsubscriptionsareprojectedtocontinuouslydeclinebetweennowandtheendofourforecastperiod,2028,atwhichpointtheywillaccountfor29percentoftotalsubscriptions.

5Gisforecasttohavethefastestgrowthrateinsubscriptions,attributedprimarilytocomingfromalowbase.Morethan

10countriesinSub-SaharanAfricahavelaunchedcommercial5Gnetworkstodate,withmoreplanned,raisingtheforecastfor5Gsubscriptionsto13percentofthetotalsubscriptionbasein2028.

MiddleEastandNorthAfrica

Serviceprovidersarecontinuingtoinvestin4Gandarepredictedtoseesubscriptionsriseby4percentannuallybetween2022and2028,toaccountforaround60percentofthetotalsubscriptionsbaseintheregionattheendoftheperiod.

Stronggrowthin5Gsubscriptionswillseetheseaccountfor32percentofthetotalin2028,asmorecountriesissue

licensesandspectrumtoenable

5Gnetworkinvestment.

Thefocusison4Gand5G,drivenbytheexplorationofserviceofferingsrequiringhighbandwidthandlowlatency,andtheavailabilityofawiderangeofdevicesatattractivepricepoints.Asaresult,2Gsubscriptionswillexperienceasignificantdeclinebetween2022and2028,toaccountforaround5percentoftotalsubscriptionsattheendoftheperiod.

Mobilefinancialservicesareexpectedtocontinuetogainmomentum,withanincreaseinmobileconnectivityandexpansionofpropositionsfrombasictransfers.Merchantpayments,remittances,insuranceandotherserviceswillalsobefactorstoincreasetheusageofmobilefinancialservices.

1AllMiddleEastandNorthAfricafiguresincludeGCCcountries.

Forecasts

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EricssonMobilityReport|June2023

GulfCooperationCouncil(GCC)

GCCcountriesarefrontrunnersinglobal5Gnetworkdeploymentsandserviceofferings,withstrongregulatorypoliciesandframeworksaswellaspublicsectorinitiativesdrivingaccelerationofgrowthofthe5Gmarket.5Gsubscriptionsareprojectedtogrowfrom13to70millionbetween2022and2028,accountingfor86percentofthetotalsubscriptionsattheendoftheperiod.

Accountingfor73percentoftotalsubscriptionscurrently,4Gisexpectedtodeclineby29percentannuallyassubscribersincreasinglymoveto5G,andareofferedvariousservicessuchasenhancedmobilebroadband(eMBB)andFixedWirelessAccess(FWA).Additionally,serviceproviderswillcontinuetoexploreenterpriseopportunities,asmajordigitaltransformationprojectstakeplaceacrossvariousindustries.

CentralandEasternEurope

TechnologyadoptionandsubscriptionuptakearetypicallyslowerinthisregionthaninWesternEurope.Thisisdueinparttoslowerspectrumallocationprocesses,aswellasconsumersbeingreluctanttoupgradetomoreexpensivesubscriptions.4Gisthedominanttechnology,accountingfor73percentofallsubscriptionsattheendof2022.Mobilesubscriptiongrowthhasflattenedandisexpectedtobevirtuallyzerointhecomingyears.However,the

migrationfrom2G/3Gto4Gcontinuestolookstrongupto2024.From2025,5Gisexpectedtobetheonlygrowingsubscriptiontype.

Duringtheforecastperiod,therewillcontinuetobeasignificantdeclinein3Gsubscriptions,from22percentofmobilesubscriptionstojust1percent.

SouthEastAsiaandOceania

Serviceprovidersarecontinuingtoexpandtheir5Gpopulationcoverage.Bytheendof2022,5Gwasavailabletoaround

50percentofthepopulationinMalaysiaand66percentinthePhilippines.Atthesametime,morethan80percentofthepopulationinAustraliaandThailandhadaccesstothetechnology,andSingaporeachievedmorethan95percentcoveragebymid-2022.2LeadingserviceprovidersinIndonesiathatlaunchedcommercial5Gservicesusingtheirexistingspectrumholdingsareawaitingthereleaseofnew5Gspectrumbandstoexpandtheirnetworks.Meanwhile,serviceprovidersinVietnamaremakinggoodprogresswithtrialsastheyawaitspectrumavailability.5Gsubscriptionsareforecasttoreacharound430millionbytheendoftheforecastperiod.

Thisisanadjustmenttothepreviousforecastof620million,impactedbydelayedspectrumauctionsinseveralcountriesandslower-than-expectedgrowth.Serviceproviderscontinuetofocusoncreatinginnovativeproductsandservicesforbothconsumersandbusinesses.Anexampleofthisisutilizingthecapabilitiesof5Gstandalone(SA)tobuildnetworkslicingusecases.Thereissignificantmomentumaround5GFWA.WhileserviceprovidersinAustraliaandthePhilippinescontinuetoexpandtheircommercial5GFWAofferings,a5GFWAtrialwithsub-6spectrumandmmWaveisbeingcarriedoutinIndonesia.Serviceprovidersarealsoforgingpartnershipsandactivelyexpandingthe5Gecosystem.

LatinAmerica

4Giscurrentlythedominantradioaccesstechnologyintheregion,accountingfor74percentofallsubscriptionsattheendof2022.4Gsubscriptiongrowthisstrong,witharound60millionaddedduring2022.However,3Gsubscriptionsaredecliningasusersmigrateto4Gand5G.Manyserviceproviderswillsunset3Gnetworksinthenexttwoyearstoenablethereuseofradiospectrumfor4Gdeployments.

Theforecastfor5Gsubscriptionshasbeenpushedforwardoneyear,basedonslowuptakeandexpectedcontinueddifficultmacroeconomicconditionsintheregion.Therewerearound7million5Gsubscriptionsattheendof2022.Amoresubstantialuptakeisexpectedfrom2024onwards.

Bytheendof2028,5Gwillaccountfor42percentofallmobilesubscriptions.

India,NepalandBhutan

Followingthelaunchof5GservicesinIndiainearlyOctober2022,Indiaisseeingaggressive5Gnetworkdeploymentsbyserviceproviders.Fast-growingnetworkavailabilityacrosscities,attractive5Gpricingandthegrowingavailabilityof5Gsmartphoneshasseen5Gsubscriptionsreacharound10millionbytheendof2022.Pan-Indianavailabilityof5Gnetworksbytheendof2023/early2024willfurtherfuelgrowth.5Gsubscriptionsareexpectedtoreach700millionandareestimatedtoaccountfor57percentofmobilesubscriptionsintheregionbytheendof2028.eMBBandFWAarealreadyemergingastheinitialusecasesfor5G.

Meanwhile,4Gcontinuestobethedominantsubscriptiontypedrivingconnectivityandfuelingdatagrowthintheregion.4Gsubscriptionsareforecasttodeclinefrom820millionin2022to500millionby2028.Totalmobilesubscriptionsintheregionareestimatedtogrowto1.2billionin2028.

NorthEastAsia

Serviceprovidershavebeeninvestingin5Gtoimprovecoverageandcapacity,withafocusonindoorcoverage.Strong5Gsubscriptiongrowthcontinuedin2022,addingaround240millionsubscriptions.5Gistheonlygrowingsubscriptiontypeandisexpectedtoreach1.1billionintheregionattheendof2024.Therapidgrowthof5Gsubscriptions,supportedbytheavailabilityofmore5Gdevicemodels,haspositivelyimpactedserviceproviders’financialperformance.Majorserviceprovidersinleading5Gmarkets,suchasmainlandChina,TaiwanandSouthKorea,havereportedapositiveimpactof5GsubscribersonservicerevenuesandARPU.

WesternEurope

4Giswidelydeployedandhashadthehighestpenetrationofallregionsat79percentattheendof2022.

5Gsubscriptiongrowthwasstrongduringtheyear,risingfrom32millionin2021to69millionattheendof2022.

4Gisexpectedtodeclineinfavorofsubstantiallyincreased5Gsubscriptionuptakefrom2023onward.5Gsubscriptionsareanticipatedtoreach143millionattheendof2023,representing88percentpenetrationbytheendof2028.Manyserviceproviderswillbesunsetting3Gnetworksinthenextfewyearstoenablethereuseofradiospectrumfor4Gand5G.

NorthAmerica

Theadditionofmid-bandspectrumnowenablessuperiormulti-band5Gexperiencesformanyusers.In2023,

5Gadoptioniscontinuingtogrowstrongly,withmorethan250millionsubscriptionsexpectedbytheyear’send.FWA,providinghigh-speedinternettohomesandsmallbusinesses,hasbecometheprimarytechnologyfuelingfixedbroadbandgrowthinNorthAmerica.5GisalsogrowingintheenterprisesegmentwithwirelessWANtobranchofficelocationsandtoservemobileprofessions.By2028,around410million5Gsubscriptionsareexpected,accountingforover90percentofmobilesubscriptions.

2Populationcoveragefiguresforeachofthesecountriesasreportedbyserviceprovidersintheregion.

Forecasts

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EricssonMobilityReport|June2023

1MIIT,

/zwgk/zcjd/art/2023/art_9f5022af3cdf48789484117d9da03c58.html.

2

1.5

1

0.5

NorthEastAsia:

Acloserlook

TheNorthEastAsiaregionconsistsoffivedistinct,

vibrantmarketsatthecenterofmoderndigitalinnovation,

with5Gbeingoneofthekeyenablingtechnologies.

ServiceprovidersintheNorthEastAsiaregionmadesignificantinvestmentsinearly5Gdeployments.SouthKoreawasthefirstcountrytolaunchcommercial5Gnetworks,andthesewereavailableinallfivemarketsby2020.Currently,5Gpopulationcoverageandsubscriptionuptakeintheregionisaheadofmostoftherestoftheworld.

Theregionishometokeyplayersfromacrossthe5Gecosystem,includingleadingserviceproviders,mobileinfrastructurevendors,chipsetmanufacturers,terminalprovidersandover-the-top(OTT)players.Thishashelpedtorealize5Gmonetizationopportunitiesintheregionwithtariffpremiums,contentaggregationandnewserviceintroductionssuchasFixedWirelessAccess(FWA)andnetworkslicing.

Supportedbystrongmacroeconomics,healthyfinancialresultsforserviceprovidersandafullecosystemofwirelessanddigitalindustries,regulatorsandserviceprovidershavethesharedambitiontobeleadersin5G.

Japan:Dynamicintechnology,

steadyindeployment

TheJapanesemobilemarkethasastrongfocusonboththeintroductionofadvancedtechnologiesandsustainability.MajorserviceprovidersinJapanareexploringthepotentialforCloudRadioAccessNetworks(RAN),makingitaleadingmarketinintroducingthistechnology.ThefocusonsustainabilityinJapanisbackedupbyaggressiveplansfromserviceproviderstobecarbonneutralintheirownactivitiesby2030.

Inthetelecombusinessenvironment,

Japaneseserviceprovidershavebeenimpactedbyagovernment-ledinitiativepressuringthemtointroducelowertariffplans,causingARPUdeclinessinceMarch2020.

However,inrecentquarterstheyhaveturnedthisaround,andnowshowamodestincreaseinARPU.Inaddition,theyareproactivelylookingforotherrevenueopportunitiesfromenterprisesandconsumerfinancialservices.

ComparedtosomecountriesinNorthEastAsia,Japanstillhasroomforadditionalmid-banddeployment,whichistheoptimumwayforconsumerstoexperiencehigh-performance

5G.Serviceprovidersareexpectedtoacceleratetheirinvestmentin5Gdeployment,especiallywithmid-band.Thiswillcontinuetodriveapositiveexperienceforconsumersandhelptorealize5Gmonetizationopportunities.

MainlandChina:Leading5Ginscale

2023isthefourthyearsincethecommerciallaunchof5G.Therewere2.64million5Gsitesinthecountrybytheendoftheyear’sfirstquarter,includingmid-bandMassiveMIMOin2.6GHzand3.5GHz,FDD700MHzand2.1GHzfornationalcoverage,andplentyofdedicated5Gindoorsites.

Aroundone-thirdofallmobilesubscriptionsarecurrentlyfor5G.Morethan200million5Gsmartphoneshadbeendeliveredtothemarketin2022,whichaccountedfor35percentofallglobalshipments.

TheupgradetoSAtookplacejustoneyearafterthe5Gcommerciallaunch.Now,all5Gsitesandthemajorityof5GsmartphoneshaveSAcapability.Currently,morethan95percentof5Gtrafficiscarriedby5GSAtechnology.BasedonSA,newnetworkcapabilitieshavebeencommerciallyavailableforoverayear,includingnetworkslicingforse