2022年8月外文研究报告ericsson

COMPANIES

&

PRODUCTSEricssonCHAPTER

01OverviewInformationtechnology(IT)spendingforecastworldwidefrom2012to2023,bysegment(inbillionU.S.dollars)GlobalITspendingforecast2012-2023,bysegmentDataCenterSystemsEnterprisesoftwareDevicesITServicesCommunicationServices5,0004,5004,0003,5003,0002,5002,0001,5001,000500020122013201420152016201720182019202020212022*2023*3Description:Theglobalinformationtechnology(IT)spendingondevices,includingPCs,tablets,mobilephones,printers,aswellasdatacentersystems,enterprisesoftware,andcommunicationsservicescameto4.26trillionU.S.dollarsin2021andisexpectedtoincreasetoaround4.43trillionU.S.dollarsin2022.ReadmoreNote(s):Worldwide;2012to2021;*Forecast

ReadmoreSource(s):GartnerProjectedyearlygrowthininformationtechnology(IT)spendingworldwidefrom2016to2023,bysegmentYearlygrowthforecastITspendingworldwide2016-2023DataCenterSystemsEnterpriseSoftwareDevicesITServicesCommunicationsServicesTotalITspending20%15%10%5%0%-5%-10%-15%2016201720182019202020212022*2023*4Description:TheITspendingworldwideonenterprisesoftwareandrelatedtechnologyisforecasttoincreaseby13.6percentin2021,whiletheoverallITspendingisexpectedtoincreaseby5.1percent,reaching4.45trillionU.S.dollars.ITspendingtookahitin2020duetotheimpactofthecoronavirus(COVID-19)pandemic.Forfurtherinformationaboutthecoronavirus(COVID-19)pandemic,pleasevisitourdedicatedFactsandFigurespage.ReadmoreNote(s):Worldwide;2016to2021;*Forecast

ReadmoreSource(s):GartnerGlobalmarketshareoftheinformationandcommunicationtechnology(ICT)marketfrom2013to2022,byselectedcountryGlobalICTmarketshare2013-2022,byselectedcountryUnitedStatesChinaEUJapanUKGermanyIndiaRestoftheWorld120%100%80%60%40%20%0%31.5%31.3%29.4%33.6%33.8%33.2%24.6%2.3%26.8%30.2%30.6%2.2%3.9%6.9%1.3%3.9%4.4%6.4%4%5.9%4.5%8.3%4.1%7.7%4.2%6.6%6.4%4.3%6%6.4%6.2%19.4%13.3%19.1%20.5%15%19.9%12.2%11.3%11.6%22.1%11.9%20.6%12.1%20.7%10.8%21.8%9.5%11.3%34.7%13%31.3%201912.3%31.7%202036%30.7%201731%26.8%201327%27.5%201528.1%201620142018202120225Description:Asof2021,theU.S.regionaccountedfor36percentoftheglobalinformationandcommunicationtechnology(ICT)marketshare.TheEUandChinarankedasthesecondandthirdbiggestregions,eachaccountingforamarketshareofover11percent.ReadmoreNote(s):Worldwide;2013to2022Source(s):Bitkom;EITO;IDCCommunicationservicesrevenueworldwidefrom2016to2027(intrillionU.S.dollars)Globalcommunicationservicesrevenue2016-20271.61.41.21.00.80.60.40.20.01.521.51.471.451.421.391.371.331.321.321.31.272016201720182019202020212022202320242025202620276U.Sdollarsin2027.

ReadmoreNote(s):WorldwideSource(s):Statista;StatistaTechnologyMarketOutlookCommunicationservicesrevenuegrowthworldwidefrom2017to2027Globalcommunicationservicesrevenuegrowth2017-20273.0%2.4%2.5%2.0%1.5%1.0%0.5%0.0%2.2%1.9%1.8%1.7%1.7%1.7%1.6%1.5%1.1%0.2%201920172018202020212022202320242025202620277reacharound1.7percentin2027.

ReadmoreNote(s):WorldwideSource(s):Statista;StatistaTechnologyMarketOutlookNetworkinfrastructurerevenueworldwidefrom2016to2027,bysegment(inbillionU.S.dollars)Worldwidenetworkinfrastructurerevenue2016-2027EnterpriseNetworkInfrastructureServiceProviderNetworkInfrastructure18016014012010080165.3159152.6146.6140.9133.5132.9131.9128.9129.2127.1124.371.9669.5967.1864.8662.5458.9657.6354.056052.3752.8652.2550.35402002016201720182019202020212022202320242025202620278Description:In2021,theglobalnetworkinfrastructuremarketedgeneratedarevenueinexcessof189billionU.S.dollar.132billionofthisrevenuewascreatedbyserviceprovidernetworkinfrastructure.TheStatistaTechnologyMarketOutlookestimatesthattherevenueofthemarketasawhole,aswellasineachindividualsegment,willcontinuetoincreaseoverthenextyears.ReadmoreNote(s):Worldwide;2016to2022Source(s):Statista;StatistaTechnologyMarketOutlookNetworkinfrastructurerevenuegrowthworldwidefrom2017to2027,bysegmentNetworkinfrastructurerevenuegrowthworldwide2017-2027,bysegmentEnterpriseNetworkInfrastructure10.3%ServiceProviderNetworkInfrastructure12%10%8%6.1%6%6%4.2%3.6%4.1%3.6%4%3.7%4%3.7%4%3.4%3.8%3.6%0.9%4%2.3%2.3%0.8%2%0%-1.6%-3.3%-2%-4%-3.2%201920172018202020212022202320242025202620279Description:In2021,theglobalnetworkinfrastructuremarketgeneratedrevenueinexcessof189billionU.S.dollars.Therevenuefromenterprisenetworkinfrastructuregrewby10.3percentinthatyear.TheStatistaTechnologyMarketOutlookestimatesthattherevenueoftheserviceprovidernetworkinfrastructuremarketwillincreasein2022andremainatasteadygrowthrateofaroundfourpercentuntil2027.ReadmoreNote(s):Worldwide;2017to2027Source(s):Statista;StatistaTechnologyMarketOutlookWirelessnetworkinfrastructurerevenueworldwidefrom2020to2022,bysegment(inbillionU.S.dollars)Globalwirelessinfrastructurerevenue2020-2022,bysegment5GLTEand4G3Gand2GSmallcellsnon-5GMobilecore60504030201006.276.065.717.111.17.121.956.593.1612.1114.5717.1323.25202219.13202113.77202010Description:In2021,worldwide5Gnetworkinfrastructurerevenueisexpectedtoreach19.13billionU.S.dollars.In2022,thisissettogrowfurtherto23.25billionU.S.dollarssettobegeneratedgloballyfrom5Gnetworkinfrastructure.Read

moreNote(s):Worldwide;2020to2021Source(s):Gartner5Ginfrastructuremarketrevenueshareworldwidein2020and2025,bycommunicationinfrastructureGlobal5Ginfrastructuremarketshare2020-2025,bycommunicationinfrastructureRANTransportnetworkCorenetwork120%100%80%60%40%20%0%12.82%19.32%11.58%19.3%67.85%69.13%2025*202011Description:In2020,radioaccessnetwork(RAN)communicationinfrastructureaccountedfornearly68percentoftheglobal5Ginfrastructuremarket,whilethetransportnetworksegmentaccountedforjustover19percentofthemarket.ReadmoreNote(s):Worldwide;2020;*Forecast.

ReadmoreSource(s):BISResearch5Ginfrastructuremarketrevenueshareworldwidein2020and2025,byapplicationGlobal5Ginfrastructuremarket2020-2025,byapplicationConsumerelectronicsAutomotiveIndustrialEnergyandUtilitiesOthers120%100%80%60%40%20%0%20.5%15.6%19.5%20.8%15.7%20.1%21.9%21.7%22.6%202021.7%2025*12Description:In2025,consumerelectronicsandautomotiveapplicationsareforecasttomakeupabout21.7percentoftheglobal5Ginfrastructuremarketeach,whileindustrialapplicationswillaccountforjustover20percent.ReadmoreNote(s):Worldwide;2020;*Forecast.

ReadmoreSource(s):BISResearchCHAPTER

02FinancialsEricsson'snetsalesworldwidefrom2011to2021(inbillionU.S.dollars)GlobalnetsalesofEricsson2011-20213027.8727.4725.2525.3525.3725.2425.0324.7725201510523.4623.5322.402011201220132014201520162017201820192020202114Description:In2021,Ericsson'snetsalesworldwideamountedto25.24billionU.S.dollars,representingafallofmorethantwobillionU.S.dollarscomparedtothepreviousyear.ReadmoreNote(s):Worldwide;2011to2021Source(s):EricssonEricsson'ssalesbysegmentworldwidefrom2016to2021(inbillionU.S.dollars)GlobalsalesofEricsson2016-2021,bysegmentNetworksDigitalservicesManagedservicesEmergingbusiness&other302520151050.782.710.862.210.983.060.70.940.882.954.472.652.873.935.154.134.244.3119.8918.21202116.05201915.69201615.42201814.7220170202015Description:In2021,thelargestsegmentamongEricssonwasthatofnetworkswith18.21billionU.S.dollarsinsales.Thesecondlargestsegmentwasthatofdigitalservices,whichonlyaccountedfor3.93billionU.S.dollars.ReadmoreNote(s):Worldwide;2016to2020Source(s):EricssonEricsson'ssalesworldwidebyregionandsegmentin2021(inmillionU.S.dollars)GlobalsalesofEricsson2021,byregionandsegmentSalesinmillionU.S.dollarsManagedservices

Emergingbusinessandother3,000

4,000

5,000

6,000Networks1,000Digitalservices02,0007,0008,0009,000SouthEastAsia,Oceania&IndiaNorthEastAsiaNorthAmericaEurope&LatinAmericaMiddleEast&AfricaOther16Description:In2021,Ericsson'sdigitalservicessegmentaccountedforalmost867millionU.S.dollarsinsalesinNorthAmerica,thesecondlargestofalltheregionsglobally.EuropeandLatinAmericawerethelargestregionwith1.34billionU.S.dollarsinsalesindigitalservices.ReadmoreNote(s):Worldwide;2021Source(s):EricssonEricsson'soperatingincomefrom2013to2021(inbillionU.S.dollars)OperatingincomeofEricsson2013-20214.03.463.333.02.02.431.991.871.10.71.00.140.0-1.0-2.0-3.0-4.0-5.0-3.8720172013201420152016201820192020202117Description:In2021,Ericsson'soperatingincomeworldwideamountedto3.46billionU.S.dollars,aslightincreasefromthepreviousyear.Overthetimeperiodselected,thiswasthelargestoperatingincometodate.ReadmoreNote(s):Worldwide;2013to2021Source(s):EricssonEricsson'snetincomefrom2013to2021(inbillionU.S.dollars)NetincomeofEricsson2013-20213.02.52.112.01.521.351.241.00.00.210.19-1.0-2.0-3.0-4.0-0.7-3.6120172013201420152016201820192020202118Description:In2021,Ericsson'sworldwidenetincomeamountedto2.5billionU.Sdollars,markinganincreasefromthe2.11billionU.S.dollarsreportedthepreviousyear.ReadmoreNote(s):Worldwide;2013to2021Source(s):EricssonEricsson'sexpenditureonresearchanddevelopmentworldwidefrom2011to2021(inbillionSEK)GlobalresearchanddevelopmentexpensesbyEricsson2011-20214542.0739.738.938.840353025201510537.936.334.832.632.832.231.602011201220132014201520162017201820192020202119Description:ThestatisticshowsEricsson'sresearchanddevelopmentexpenditureworldwidefrom2011to2021.In2021,Ericsson'sresearchanddevelopmentexpenditureworldwideamountedto42.07billionSwedishKrona.Read

moreNote(s):Worldwide;2011to2021Source(s):EricssonNumberofEricsson'semployeesbyregionfrom2016to2021NumberofemployeesatEricsson2016-2021,byregionEuropeandLatinAmericaSouthEastAsia,OceaniaandIndiaNorthEastAsiaNorthAmericaMiddleEastandAfrica120,000100,00080,00060,00040,00020,00003,34611,5474,5444,2564,4544,2974,26410,00910,17510,3449,64313,04226,5709,72712,45613,94425,86913,09126,36913,78312,78824,49524,55923,95954,873201649,231201747,135201946,580202047,064202144,621201820Description:In2021,Ericssonhad10,344employeesinNorthAmerica,anincreasefromthepreviousyear.TheregionwiththemostemployeesforEricssonisthatofEuropeandLatinAmericawith47,064employeesasofDecember31,2021R.

eadmoreNote(s):Worldwide;2016to2021Source(s):EricssonCHAPTER

03CompetitorsRankingoftelecominfrastructurecompaniesbybrandvaluein2022(inbillionU.S.dollars)Leadingtelecominfrastructurecompaniesbybrandvalue2022BrandvalueinbillionU.S.dollars30

400102050607080HuaweiCisco71.226.6Nokia97.8QualcommZTE3.7EricssonCorningJuniperHengtongZTT32.21.10.90.722Description:In2022,themostvaluabletelecommunicationinfrastructurebrandwasHuaweiwithavalueof71.2billionU.S.dollars,thiscomingdespitecontinuedcontroversywithquestionssurroundingthesecurityofitsnetwork.Ciscorankedsecondwithabrandvalueof26.6billionU.S.dollars.

ReadmoreNote(s):Worldwide;2021Source(s):BrandFinanceServiceprovidernetworkinfrastructurevendormarketshareworldwidein2022Globalserviceprovidernetworkinfrastructurevendormarketshare202240%33.8%35%30%25%20%15%10%5%17.2%14.6%13.5%8.3%ZTE4.5%NEC4.5%Cisco3.6%0%HuaweiNokiaEricssonMotorolaOther23Description:In2022,Huaweimadeup33.8percentoftheServiceproviderNetworkInfrastructuremarket.Nokiafollowedwitha14.6shareofthemarketinthatyear.ReadmoreNote(s):Worldwide;July2022Source(s):Statista;StatistaTechnologyMarketOutlookEnterprisenetworkinfrastructurevendormarketshareworldwidein2022Globalenterprisenetworkinfrastructuremarketshare202245%41%40%35%30%25%20%15%10%5%33.1%10%5%3.7%3.5%2%1.7%0%CiscoHuaweiHPENokiaJuniperNetgearDellEMCOther24Description:In2022,CiscoSystemsmadeup41percentoftheenterprisenetworkinfrastructuremarket.Huaweifollowed,accountfortenpercentofthemarket.ReadmoreNote(s):WorldwideSource(s):Statista;StatistaTechnologyMarketOutlookMobilebasestationvendormarketshareworldwidefrom2019to2022Mobilebasestationvendormarketshareworldwide2019-2022HuaweiEricssonNokiaSamsungZTEOthers120%100%80%60%40%20%0%5%6.5%9.5%4.5%9%10.5%11%2.5%12%3.5%6.5%12.5%24.5%30%21.5%26%20%21.5%24%23.5%29%30%29%27.5%2019202020212022*25Description:In2021,Huaweiaccountedfor30percentoftheglobalmobilebasestationmarket,withEricssonrankingsecondoccupying23.5percentofthemarket.In2022,itisestimatedthatHuaweiwillremaininfirstplaceon29percent,whileEricssonwillmoveslightlyupto24percent.Assuggestedbythesource,emerginginfrastructuressuchas5Gnetworkswillgeneratecommercialopportunitiesforvendors.ReadmoreNote(s):Worldwide;2019to2022;*Estimate.ReadmoreSource(s):TrendForceLeadingownersofWi-Fi6patentfamiliesworldwideasof2021,bystatusLeadingownersofWi-Fi6patentfamiliesworldwide2021,bystatusGrantedWiFi6patentfamiliesPendingWiFi6pate