Dr. Fredrik Gessler · WCDMA HSPA 1.8 Mbps HSPA 3.6 Mbps HSPA 7.2 Mbps HSPA Evolved LTE GSM, WCDMA and LTE Co-exist for the foreseeable future Subscription forecast 0.001 0.01 0.1

Mobile BroadbandDr. Fredrik Gessler

Product Area RadioEricsson

© Ericsson AB 2009 Public Mobile Broadband 2009-08-312

50 billion connections 2020


Base stations everywhere

A multitude of different devices

50 billion connections 2020The mobile angle

VisionIm

plications

It never stops…


Commercial HSPA networksHSPA network launch commitments

0

500

1000

1500

2000

2007 2008 20090

100

200

DevicesSuppliers

The success of HSPA

Source: GSA – Global mobile Suppliers Association and Informa: June/July 2009

274 commercialHSPA networks

>380 millionWCDMA/HSPA subscribers

1605 HSPA devices183 suppliers


65

95

25

55

85

5

45

75

05

35

Jan07

Mar07

May07

Jul07

Sep07

Nov07

Jan08

Mar08

May08

July08

Sep08

Nov08

Jan09

Mar09

May09

1

5

11

3

7

9

13

15

17

Packet data

Voice

19

HSPA traffic growthWorld average

Enormous data traffic growthSource: Ericsson

Relative Network Load


The mobile data revolutionMobile Broadband is only the beginning

Mobile Broadband – smartphones – gadgets – M2M

* Courtesy of Apple

** Courtesy of Sony-Ericsson

*

**


SmarTone: +16%

Telstra: +31%

Softbank Mobile: +14%

Orange, France: +26%

MTN, South Africa: +21%

Vodafone: +26%

Telefonica: +37%

Vivo: +30%

Wireless data revenue growthConsistent reports around the globe

AT&T: +37%

Sources:Financial reports and analyst presentations from the respective companies


Strong Business CaseFor Mobile Broadband

<1 €/GB !

Cost(€/GB)

Penetration &Utilization

15

2

1

MBB

xDSL

~5% penetration & ~15% utilization


Growing revenues for operators

”Capture demandnear term”

”Beyond flat rate”

”Towards50 Billion”

Time

Operatorrevenues

Fair usage policyCustomer serviceEnhanced price models


Mobile System EvolutionGlobal Support

3GPP 90%

CDMA/EV-DO3GPP2 10%

Global scale advantages driving growth

GSM/EDGE

WCDMA/HSPA

LTE

TD-SCDMA/HSPA


HSPA and LTE capacity

Similar performance from HSPA and LTE

Note: LTE spectrum Efficiency similar for FDD and TDD, higher HSPA performance in scenarios with lower time dispersion

0,0

0,5

1,0

1,5

2,0

2,5

3,0

HSPA R62004

HSPA R72007

HSPA R82008

LTE 2x22008

Spe

ctru

m E

ffici

ency

[bps

/Hz/

sect

or]

DownlinkUplink


Mobile Broadband networks deployed worldwide

100

200

300

400

500

2004 2005 2006 2007 2008 2009 2010 2011 2012

Total WCDMA HSPA

1.8 Mbps HSPA3.6 Mbps HSPA

7.2 Mbps HSPAEvolved

LTE

GSM, WCDMA and LTECo-exist for the foreseeable future

Subscription forecast

0.001

0.01

0.1

1

10

100

1,000

10,000

2013200920052001199719931989

Mill

ions

2G

3G

4G

LTE initial deployment, HSPA expansion and upgrade

Source: GSA, WCIS, Ericsson analysis




Sources for slide no 7

AT&T:http://www.att.com/Investor/Financial/Earning_Info/docs/2Q_09_slide_c.pdf

Telefonica: http://www.telefonica.com/en/shareholders_investors/pdf/rdos09t2-pres.pdf

Vivo: http://vivo.mediagroup.com.br/eng/download/apresentacoes/VIVO_Presentation_2Q09.pdf

Vodafone: http://www.vodafone.com/etc/medialib/preliminary_results.Par.49965.File.dat/prelim_2009_final1.pdf

Orange: http://www.francetelecom.com/en_EN/finance/invest-analysts/cons-results/att00012066/FranceTelecomH109Results_Web.pdf

MTN: http://www.mtn-investor.com/reporting/interims_09/pdf/presentation.pdf

Softbank: http://www.softbank.co.jp/en/irinfo/shared/data/presentation/results/2009/softbank_presentation_2009_001.pdf

SmarTone: http://www.smartone.com.hk/about/investor/results/english/0809annual_present.pdf

Telstra: http://www.telstra.com.au/abouttelstra/investor/docs/tls686_fy_analystbriefing.pdf

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Dr. Fredrik Gessler · WCDMA HSPA 1.8 Mbps HSPA 3.6 Mbps HSPA 7.2 Mbps HSPA Evolved LTE GSM, WCDMA and LTE Co-exist for the foreseeable future Subscription forecast 0.001 0.01 0.1