Summary
Telefonaktiebolaget L M Ericsson (ERIC, Financial) has released its June 2025 Mobility Report, emphasizing the growing appeal of 5G Fixed Wireless Access (FWA) for communications service providers (CSPs) worldwide. The report, published on June 24, 2025, highlights the increasing adoption of speed-based monetization plans enhanced by 5G capabilities. It forecasts significant growth in 5G subscriptions and mobile network traffic, underscoring the transformative potential of 5G technology in expanding broadband access and creating new commercial opportunities.
Positive Aspects
- More than half of global service providers offering FWA now include speed-based options, up from 40% in June 2024.
- 5G subscriptions are expected to reach 2.9 billion globally by the end of 2025.
- 5G networks are projected to handle 80% of global mobile traffic by 2030.
- FWA is anticipated to account for over 35% of new fixed broadband connections by 2030.
- 5G Standalone (SA) and 5G Advanced networks are creating new monetization opportunities for CSPs.
Negative Aspects
- Europe's 5G mid-band coverage lags behind North America and India, with only 50% population coverage by the end of 2024.
- Despite growth, the rate of increase in mobile network data traffic is declining.
Financial Analyst Perspective
From a financial standpoint, Ericsson's report indicates robust growth potential in the 5G sector, particularly through FWA services. The shift towards speed-based monetization plans suggests increased revenue opportunities for CSPs, as they can offer differentiated packages similar to cable or fiber services. The projected rise in 5G subscriptions and mobile traffic further supports a positive outlook for Ericsson's market position and revenue growth in the coming years.
Market Research Analyst Perspective
As a market research analyst, the report highlights the strategic importance of 5G technology in driving global connectivity and innovation. The expansion of 5G FWA services is crucial for reaching underserved areas where traditional infrastructure is not feasible. The report also underscores the competitive landscape, with regions like North America and India leading in 5G deployment. This presents opportunities for CSPs to capitalize on emerging markets and enhance their service offerings.
Frequently Asked Questions
Q: What is the significance of 5G Fixed Wireless Access (FWA)?
A: 5G FWA allows service providers to offer speed-based tariff plans, enhancing monetization opportunities and expanding broadband access, especially in areas lacking traditional infrastructure.
Q: How many 5G subscriptions are expected by the end of 2025?
A: The report forecasts 5G subscriptions to reach 2.9 billion globally by the end of 2025.
Q: What percentage of global mobile traffic will 5G networks handle by 2030?
A: 5G networks are expected to handle 80% of global mobile traffic by the end of 2030.
Q: How does Europe's 5G mid-band coverage compare to other regions?
A: Europe's 5G mid-band coverage reached 50% by the end of 2024, lagging behind North America and India, which have higher coverage rates.
Read the original press release here.
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