瑞典爱立信公司Ericsson市场前景及投资研究报告-外文版培训课件诺基亚

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PRODUCTSEricssonCHAPTER

01OverviewInformationtechnology(IT)spendingworldwidefrom2012to2024,bysegment(inbillionU.S.dollars)GlobalITspendingforecast2012-2024,bysegmentDataCenterSystemsDevicesEnterprisesoftwareITServicesCommunicationServices6,0005,0004,0003,0002,0001,00002012201320142015201620172018201920202021202220232024*3Description:Theglobalinformationtechnology(IT)spendingondevices,includingPCs,tablets,mobilephones,printers,aswellasdatacentersystems,enterprisesoftware,andcommunicationsservicescameto4.7trillionU.S.dollarsin2023.By2024,ITspendingisexpectedtoincreasetoastaggeringfivetrilliondollarsworldwide.ReadmoreNote(s):Worldwide;2012to2024;*ForecastReadmoreSource(s):GartnerRevenueofthecommunicationservicesmarketworldwidefrom2017to2028(intrillionU.S.dollars)Revenueofthecommunicationservicesindustryworldwide2017-20281.81.581.551.61.521.491.461.431.41.371.341.41.21.00.80.60.40.20.01.321.321.32017201820192020202120222023202420252026202720284Description:Theglobalindicator'Revenuebymarket'inthecommunicationservicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal0.2trillionU.S.dollars(+13.99percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.58trillionU.S.dollarsandthereforeanewpeakin2028.Notably,theindicator'Revenuebymarket'ofthecommunicationservicesmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsCommunicationservicesaveragespendpercapitaworldwidefrom2019to2028,bysegment(inU.S.dollars)Globalcommunicationservicesrevenuepercapita2019-2028,bysegmentMobileDataFixedDataMobileVoice82.75FixedVoice85.89105958575655545352515594.7959.1891.9158.3288.9557.4179.5554.4676.4173.7670.1368.0956.4655.4853.4152.0735.9319.6349.8837.5147.3240.4734.6819.0733.5518.3432.3917.6431.2716.9930.1716.429.1115.8428.0715.3321.69201920.422020202120222023202420252026202720285Description:Significantfluctuationsareestimatedforallsegmentsovertheforecastperiodfortheaveragespendpercapita.Comparingthefourdifferentsegmentsfortheyear2028,thesegment'MobileData'leadstherankingwith94.79U.S.dollars.Contrastingly,'FixedVoice'isrankedlast,with15.33U.S.dollars.Theirdifference,comparedtoMobileData,liesat79.46U.S.dollars.ReadmoreNote(s):Worldwide;2019to2028Source(s):TechnologyMarketInsightsNetworkinfrastructurerevenueworldwidefrom2017to2028,bysegment(inbillionU.S.dollars)Worldwidenetworkinfrastructurerevenue2017-2028ServiceProviderNetworkInfrastructureEnterpriseNetworkInfrastructure20018016014012010080175.2165.25155.25149.04143.21137.73133.54134.27131.7128.95129.16127.1380.9471.9658.9957.946055.9754.0554.0152.3752.8652.2551.8960402002017201820192020202120222023202420252026202720286Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Aspartofthepositivetrend,theindicatorachievesthemaximumvalueacrossalltwodifferentsegmentsbytheendofthecomparisonperiod.Notably,thesegmentServiceProviderNetworkInfrastructurestandsoutwiththehighestvalueof175.2billionU.S.dollars.ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsAverageperemployeespendingonnetworkinfrastructureworldwidefrom2016to2027,bysegment(inU.S.dollars)Networkinfrastructureaverageemployeespendingworldwide2016-2027,bysegmentServiceProviderNetworkInfrastructureEnterpriseNetworkInfrastructure50454035302520151046.1143.6242.1840.834039.5639.0239.1738.3338.1238.0337.420.08202717.21202116.86202616.415.85201715.83201816.04201915.96202415.415.37202015.51202315.022022201620257Description:Overthelasttwoobservations,theaveragespendperemployeeisforecasttosignificantlyincreaseinallsegments.Aspartofthepositivetrend,theindicatorreachesthemaximumvalueforalltwodifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentServiceProviderNetworkInfrastructure,whichhasthehighestvalueof46.11U.S.dollars.ReadmoreNote(s):Worldwide;2016to2027Source(s):TechnologyMarketInsightsAnnualmobiledatatrafficworldwidefrom2012to2029(inexabytespermonth)Annualmobilemonthlydatausageworldwide2012-202945040035030025020015010050403.4353.7305.23255.74209.2167.04129.9296.7569.04202148.44202033.42201922.59201811.0920177.212.534.370.61.430201220132014201520162022

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2029*8Description:Mobiledatausageissettoexplodeacrosstheglobe,withforecastsexpectingmonthlydatatraffictotriplebetween2023and2029.Thisexplosionindatausewillbedrivenbyarangeofshiftingconsumptionhabits,includingariseinvideostreamingandtheadoptionofIoT(internetofthings)devices.ReadmoreNote(s):Worldwide;2012to2023;*Forecast.ReadmoreSource(s):EricssonRankingoftelecominfrastructurecompaniesbybrandvaluein2024(inbillionU.S.dollars)Leadingtelecominfrastructurecompaniesbybrandvalue2024BrandvalueinbillionU.S.dollars15051020253035HuaweiCisco31.122.79Nokia8.037.13QualcommEricssonZTE3.382.522.161.351.210.8CorningJuniperNetworksHengtongZTT9Description:In2024,theChinesecompanyHuaweiwasrankedastheworld'smostvaluabletelecommunicationsinfrastructurebrand,withavaluationofover31billionU.S.dollars.TheShenzhen-basedfirmmaintainedthetopspotdespitesanctionsfromtheUnitedStatesandotherforeigngovernments.ReadmoreNote(s):Worldwide;2024Source(s):BrandFinanceServiceprovidernetworkinfrastructurevendormarketshareworldwideasofSeptember2023Globalserviceprovidernetworkinfrastructurevendormarketshare202340%33.8%35%30%25%20%15%10%5%17.2%14.6%Nokia13.5%8.3%ZTE4.5%NEC4.5%Cisco3.6%0%HuaweiEricssonMotorolaOther10Description:AsofSeptember2023,Huaweimadeup33.8percentoftheServiceproviderNetworkInfrastructuremarket.Nokiafollowedwitha14.6shareofthemarketinthatyear.

ReadmoreNote(s):Worldwide;September2023Source(s):TechnologyMarketInsightsCHAPTER

02FinancialsEricsson'snetsalesworldwidefrom2011to2023(inbillionSEK)GlobalnetsalesofEricsson2011-2023300271.55263.35246.925020015010050232.39232.31226.9227.8227.4228227.22222.61210.84201.30201120122013201420152016201720182019202020212022202312Description:In2023,Ericsson'snetsalesworldwideamountedtojustover263billionSEK,representingadecreaseofnearly8billionSEKcomparedtothepreviousyear.

ReadmoreNote(s):Worldwide;2011to2023Source(s):EricssonEricsson'ssalesbysegmentworldwidefrom2016to2023(inbillionSEK)GlobalsalesofEricsson2016-2023,bysegmentNetworksDigitalservicesManagedservicesEmergingbusiness&otherCloudSoftwareandServicesEnterprise2.17Other3002502001501005015.382.5325.752.026.496.246.7960.528.827.522.68.4125.5763.637.8756.2225.7726.4737.3239.8646.338.0938.75193.472022171.442023165.982020167.842021155.012019141138.572018132.2920170201613Description:Ericsson'sNetworksdivisiongeneratedaround171billionSwedishKrona(SEK)in2023,adecreaseofaround22billionSEKonthepreviousyear.ThiswaspartiallyoffsetbyincreasedrevenueintheEnterpriseandCloudsegments.

ReadmoreNote(s):Worldwide;2016to2023Source(s):EricssonEricsson'ssalesworldwidebyregionandsegmentin2023(inbillionSEK)GlobalsalesofEricsson2023,byregionandsegmentNetworksCloudsoftwareandservicesEnterprise706050403020100Europe&LatinAmericaNorthAmericaSouthEastAsia,Oceania&IndiaNorthEastAsiaMiddleEast&AfricaOther14Description:In2023,Ericsson'sNetworkssegmentaccountedfornearly44.64billionSwedishKrona(SEK)insalesinNorthAmerica,thelargestportionofnetsalesbysegmentamongglobalregions.

ReadmoreNote(s):Worldwide;2023Source(s):EricssonEricsson'snetincomefrom2013to2023(inbillionSEK)NetincomeofEricsson2013-20233022.9819.1117.62201013.6712.1711.141.91.840-6.28-10-20-30-40-26.12023-32.43201720132014201520162018201920202021202215Description:In2023,Ericsson'sworldwidenetincomeamountedtoalossofapproximately26billionSwedishKrona(SEK),markingasignificantdecreasefromthe19billionSEKreportedthepreviousyear.

ReadmoreNote(s):Worldwide;2013to2023Source(s):EricssonEricsson'sexpenditureonresearchanddevelopmentworldwidefrom2011to2023(inbillionSEK)anddevelopmentexpensesbyEricsson2011-202360504050.6647.342.0739.7138.938.8137.8936.3134.8432.6432.8332.2431.633020100201120122013201420152016201720182019202020212022202316Description:In2023,Ericsson'sresearchanddevelopmentexpenditureworldwideamountedtoapproximately50.66billionSwedishKrona.Thiswasanincreaseofoversevenpercentfrom2022.

ReadmoreNote(s):Worldwide;2011to2023Source(s):EricssonCHAPTER

03Environmental,social&governanceNumberofEricsson'semployeesbyregionfrom2016to2023NumberofemployeesatEricsson2016-2023,byregionEuropeandLatinAmerica3,346SouthEastAsia,OceaniaandIndiaNorthEastAsiaNorthAmericaMiddleEastandAfrica120,000100,00080,00060,00040,00020,00004,54511,99311,5474,5444,25610,1754,45410,3444,2979,6434,48110,7444,2649,72710,00913,04213,20712,45613,94425,86913,09126,36913,78312,33127,01612,78826,57024,49527,76124,55923,95954,873201649,231201748,023202247,135201946,580202047,064202144,621201845,380202318Description:In2023,Ericssonhadatotalof99,952employeesworldwide.Fromthese,about10,744employeesinNorthAmericaandtheregionwiththemostemployeesforEricssonisthatofEuropeandLatinAmerica,with45,380employeesasofDecember31,2023.ReadmoreNote(s):Worldwide;2016to2023Source(s):EricssonNumberofEricssonemployeesworldwidefrom2021to2023,bygenderNumberofEricssonemployeesglobally2021-2023,bygenderMaleFemaleOther/NotReported120,000100,00080,00060,00040,00020,0000110277926,90125,48025,95478,518202275,815202173,919202319Description:Aroundthree-quartersofEricsson'sglobalworkforceweremalein2023,withtheshareoffemaleemployeeshavingincreasedslightlyon2022.HeadquarteredinSweden,Ericssonisamajorsupplieroftelecommunicationsinfrastructureservicesandproducts,withemployeeslocatedacrosstheglobe.ReadmoreNote(s):Worldwide;2021to2023Source(s):EricssonWorldwideenergyconsumptionofEricssonfrom2021to2023,bysource(inMWh)Ericsson'sglobalenergyconsumption2021-2023,bysourceNuclearFossilRenewable900,000800,000700,000600,000390,553467,209480,487255,323500,000400,000300,000200,000355,780316,306100,00006,260202110,788202213,906202320Description:Ericsson'stotalenergyconsumptionfelltoaround750,000megawatt-hours(MWh)in2023.Almosttwo-thirdsofthiswasattributedtorenewablesources,withthisshareupfromaroundone-halfin2021.ReadmoreNote(s):Worldwide;2021to2023Source(s):EricssonVolumeofend-of-lifeproductsdisposedbyEricssonfrom2021to2023,bydisposalmethod(inmetrictons)EndoflifeproductvolumedisposedbyEricsson2021-2023,bydisposalmethodRecyclingEnergyrecovery(incineration)LandfillReuse6,0005,0004,0003,0002,0001,000020212022202321Description:Ericsson'send-of-lifeproductdisposalvolumefellalmost20percentin2023.Whilethevastmajorityofthisvolumewasrecycled,thesharedirectedtolandfillincreasedwhencomparedto2022.

ReadmoreNote(s):Worldwide;2021to2023Source(s):EricssonCHAPTER

04Specialfocus:5GnetworksNumberofnetworkoperatorsinvestingin5Gstandalone(5GSA)forpublicnetworksandany3GPP5Gnetworkworldwidefrom2ndquarter2018to3rdquarter2023Globalnumberofnetworkoperatorsinvestingin5Gstandalone(5GSA)2018-20235G5GSA7006005004003002001000578535524515505496491481464453428412402388381348328235201182154134121115115108111112991028982686152Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q32018

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202323Description:Asofthethirdquarterof2023,121mobilenetworkoperatorsworldwidewereinvestingin5Gstandalone(5GSA)infrastructureforpublicnetworks,upfrom115thepreviousyear.5GSAnetworksarethosewhichdonotrelyonexisting4Ginfrastructuretofunction.ReadmoreNote(s):Worldwide;Q22018toQ32023Source(s):GlobalmobileSuppliersAssociationForecastshareof5G'scontributiontoglobaleconomyby2030,bysegment5Gcontributionsharetoglobaleconomy2030,byverticalRetail2%ICT9%Other*1%Utilitiesmanagement,construction,oilandgas,agriculture10%Services(publicadministration,finance,healthcare,education)45%Manufacturing33%24/statistics/982210/5g-contribution-share-to-global-economy-by-segmentTheadoptionof5Gmobiletechnologyissettobenefitallindustrysectorsworldwide.Accordingtoforecasts,theservicessectorwillaccountforalmosthalfof5G'stotalcontributionin2030,withthemanufacturingsectorsettoaccountforathird.ReadmoreNote(s):Worldwide;2023;*Thesourceliststhevaluefor'other'as<1%.ReadmoreSource(s):GSMAMarketshareofmobiletelecommunicationtechnologiesworldwidefrom2016to2030,bygenerationGlobalmarketshareofmobiletelecomtechnology2016-2030,bygeneration2G3G4G5G100%90%80%70%60%50%40%30%20%10%0%23%32%29%31%43%28%52%54%12%8%25%60%58%36%8%45%40%29%23%1%20162017201820192021*2022*2030**25Description:4Gtechnologyaccountedfor60percentofallmobileconnectionsin2022,upfrom58percentthepreviousyear,while5Gtechnologyaccountedfora12percentshare.By2030,continued5Gadoptionisexpectedtoseethenextgenerationtechnologymakeupoverhalfofconnectionsworldwide.ReadmoreNote(s):Worldwide;2016to2022;*Figuresfor2Gand3Gsharein2021and2022werenot