Summit Hong Kong 22 - Sep - 2004
Mats Granryd President, CDMA Systems
CDMA update
CDMA growth opportunities Competitor USA Competitor CHINA Competitor APAC Competitor S. AMERICA 4
CDMA growth opportunities (CONTINUED) Over the next 3 years, 33% of all CDMA CAPEX will be spent on greenfield systems New Spectrum USA 450 MHz SCANDANAVIA OTHER EUROPE 450 MHz RUSSIA 450 Mhz / 2 GHz CHINA 2 GHz JAPAN Fixed Wireless EMEA 400/800 MHz / 2 GHz APAC Fixed Wireless APAC 450 MHz s. AMERICA 5
CDMA growth opportunities (CONTINUED) Evolution USA Evolution EMEA Evolution CHINA Evolution S. AMERICA 6
CDMA growth opportunities (CONTINUED) Existing Customer USA Existing Customer CHINA Existing Customer EMEA Existing Customer APAC Existing Customer S. AMERICA 7
Asia Pacific key growth region 23 commercial CDMA2000 networks 94 million CDMA subscribers August 2004 43% of total CDMA subscribers Over 65% of CDMA subs are 3G (CDMA2000) CDMA2000 1xEV-DO Commercial networks in S. Korea, Japan, Indonesia and Taiwan, with over 8 million subscribers Planned networks in Indonesia and Australia 2.1 GHz opportunities in China, Korea, Japan, Australia CDMA2000 is a trademark of the Telecommunications Industry Association SOURCE: CDG, 3G TODAY, PRESS RELEASES 8
CDMA2000 in China* Contains forward looking statements Over 25 million CDMA subscribers since 2002 launch The majority of CDMA subscribers are CDMA2000 China Unicom Second largest CDMA operator worldwide CDMA/GSM dual-mode handsets Subscribers in Millions 1 40 1 20 1 00 80 60 40 20 China CDMA subscriber growth - 2 0 0 3 2 00 4 2 0 0 5 2 0 0 6 2 0 0 7 2 0 08 2 0 0 9 SOURCE: CDG, ERICSSON 9
Ericsson CDMA2000 taking a stand in China China Unicom Serving close to 4 million commercial subscribers Entire network is CDMA2000 1X network End-to-end solution in 7 provinces WLAN solution deployed = Ericsson CDMA 10
CDMA2000 in India CDMA is growing fast with nearly 10 million subscribers 26% of all wireless subscribers are CDMA 7 0 Subscribers in Millions 6 0 5 0 4 0 3 0 2 0 1 0 India CDMA subscriber growth - 200 3 2004 20 05 2006 200 7 2008 2 009 Contains forward looking statements SOURCE: CDG, ERICSSON 11
Ericsson CDMA2000 present coverage in India Current 6 markets Markets under development 12
Most competitive CDMA2000 offering in the industry The only mobile systems supplier offering all major 3G technologies with a common 3G solution for CDMA2000 and WCDMA CDMA2000 is a trademark of the Telecommunications Industry Association 13
Most competitive CDMA2000 offering in the industry (CONTINUED) All major 3G technologies A common 3G solution A scalable, future-proof and high-performance CDMA2000 product portfolio that is built on platforms designed specifically for the high-speed and advanced data demands of 3G services 14
Most competitive CDMA2000 offering in the industry (CONTINUED) All major 3G technologies A common 3G solution A scalable, future-proof and high-performance CDMA2000 product portfolio A full range of advisory, integration, managed and support services that addresses the key areas of operator success business growth, evolution and efficiency 15
Most competitive CDMA2000 offering in the industry All major 3G technologies A common 3G platform A scalable, future-proof and high-performance CDMA2000 product portfolio A full range of advisory, integration, managed and support services Global telecom expertise and local market experience 16
Common 3G platform Product synergies Focused R&D resources Economies of scale Time-to-market Supports synergies Local expertise has broad experience with core platforms: TSP, AXE, CPP Provides scalability and high capacity in a small footprint CDMA2000 and WCDMA TSP COMMON CORE SERVICES AND APPLICATIONS AXE SWITCHING TECHNOLOGY CPP PACKET SWITCH SERVICES APPS & ENABLERS CONTROL APPS & ENABLERS SERVERS SWITCHES SERVERS / SWITCHES APPS & ENABLERS SERVERS / SWITCHES CONNECTIVITY APPS & ENABLERS ACCESS The only vendor to have alignment across its 3G solutions The only vendor to have alignment across its 3G solutions 17
Providing network and evolution flexibility Ericsson s true 3G platforms: designed to support the requirements of both 1xEV-DO and 1xEV-DV Rev 0 (1x EV-DO) Data only Rev A Backwards compatible Evolution Path CDMA2000 Rev 0 (1xRTT) 1X RTT Rev A Rev D (1x EV-DV) Integrated voice and data 18
Services: key areas critical to operator success BUSINESS GROWTH EFFICIENCY Multi-vendor management Network and Service efficiency Operational & organizational efficiency OPERATORS AND SERVICES PROVIDERS NETWORK EVOLUTION Best practices in increasing revenues Business consulting Technology and Service migration Service quality 19
Industry-leading CDMA products Ranked first or second across every bid 90% of the time Commercial Technical Other 11% Other 11% Rank #2 37% Rank #1 52% Rank #2 19% Rank #1 70% 20
Ericsson CDMA contracts 28 CDMA customers in 13 countries QWEST LEAP PEGASO WESTERN WIRELESS ALLTEL RCC VERIZON COMSCAPE US CELLULAR BSI PANAMA CHELYABNISK PELEPHONE STARCOMMS ROSTOV KRASNODAR ALTEL TATA CHINA UNICOM BSI COLOMBIA RELTEL TELECSA MOVILNET PT TELKOM CRT VESPER VIVO MAURITIUS SMARTCOM WHITE FONT = CDMA2000 21
Summit Hong Kong 22 - Sep - 2004