爱立信2025年移动市场报告（11月版）

Letter from the publisher Next wave of mobile This year, the industry has taken bigsteps in deploying the 5G standalone (SA)architecture needed to supportdifferentiated connectivity services.The number of communications serviceproviders deploying 5G SA has increased We also examine some interesting marketsand recent events showcasing new 5G public and private network to providehigh-quality connectivity, improving both Together with Singtel, we discuss howexperience can become a new currency,as the service provider aims to changethe conversation from data quantityto data differentiation. Connectivity isenabling tailored experiences that deliver As we enter this next wave of mobile,I’m convinced that collaboration acrossthe ecosystem will be the key to unlockingits full potential. The interdependenceacross the technology stack, especiallyas AI, cloud and mobile become evermore intertwined, means that fostering In this edition of the Ericsson MobilityReport, we dig deeper into how the industryis evolving, not just in terms of technology,but in the way it creates value for service With SoftBank, we explore newways for enterprises to build secure andflexible connectivity for remote and hybridworkforces. 5G connectivity can simplify By the end of this year, 5G subscriptionsare expected to reach 2.9 billion – aboutone-third of all mobile subscriptionsglobally. During 2025, an additional400 million people worldwide will have5G coverage. The share of traffic carriedover 5G continues to rise, and in 2031, I hope you find this report bothengaging and useful. Let’s continue to 5G-powered solutions are alsoaddressing completely new segmentsin new environments. SailGP, a globalracing competition held across various Erik EkuddenSenior Vice President andChief Technology Officer Contents Forecasts Articles 045G to account for one-third ofmobile subscriptions in 202506Adoption of speed-basedFWA offerings continues08Global growth in 5G subscriptions105G standalone: From smartphoneto smartwatches and beyond11Decrease in ICT’s carbon footprintslows down12During 2025, mobile network datatraffic growth has been stable13Traffic growth in mobile 17Global momentum in commercialdifferentiated connectivity services19Growing loyalty and creatingbusiness opportunities withtailored customer experiences22Modernizing enterprise IT with 5G255G is supercharging sports technology,events and entertainment Executive Editor:Peter JonssonProject Sponsor:Patrik CerwallProject Manager:Anette LundvallForecasts:David von KochWriter Editor:Steven Davis Co-writers: Hai Thoo Cheong, Terence Lai (Singtel)Koji Araki, Keisuke Asakura,Takashi Nakamura (SoftBank) 32Methodology33Glossary Contributors: Boris Babić, Greger Blennerud, Marko Čejvan,Lisa Englund, Michiyo Kato,Doroteja Kobescak, Zsolt Kormanyos,Per Lindberg, Nina Lövehagen,Jens Malmodin, Valerio Manca,Daniel Paska, Ove Persson, The proportion of mobile subscriptions that are 5G increased from one-quarterat the end of 2024 to one-third in 2025. 5G mid-band is ideal for providing bothcapacity and coverage, and therefore enhancing user experience, with populationcoverage expected to reach 45 percent globally outside mainland China during 2025.Mobile network data traffic grew 20 percent between Q3 2024 and Q3 2025,slightly more than expected. Looking to the next generation, the 6G standardization In 2031, around 1.4 billion people globally will beserved by Fixed Wireless Access broadband. 5G to account forone-third of mobile During the third quarter of 2025, 162 million 5G subscriptionswere added, bringing the total to almost 2.8 billion. 5G subscription uptake continues apaceand the total is expected to reach2.9 billion at the end of 2025, accountingfor one-third of all mobile subscriptions.The highest 5G subscription penetration isexpected to be in North America with79 percent, followed by North East Asia Two-thirds of all mobile subscriptionsexpected to be 5G at the end of 2031 and more than 90 of those have launchedor soft-launched 5G standalone (SA).1 Global 5G subscriptions are forecastto reach 6.4 billion in 2031 and willmake up two-thirds of all mobilesubscriptions. Deployment of 5G SA byleading service providers will continue, As subscribers migrate to 5G, the numberof 4G subscriptions continues to decline.During the third quarter, 4G subscriptionsdeclined by 65 million, bringing the totalbelow 4.8 billion. 3G subscriptions declined 2G and 3G network sunsetting continuesaround the world. The phasing out of 3Gnetworks is anticipated to happen morequickly than that of 2G in the coming years, In 2031, it is projected that WesternEurope, North America and the GCCcountries will have 5G subscription 6G, AI and cloud will redefineservice possibilities •India has been vocal in its ambition tolead in 6G technology, and it is expectedthat the timing of the commercial 6Glaunch compared to other countries willhappen earlier than it did for 5G. mobility and wide-area mi