Ericsson(US:ERIC) Jing Ji Guan Cha Wang·2026-01-05 07:53Core Insights - The mobile communication industry is transitioning from "scale expansion" to "value cultivation" in the 5G era, shifting the focus from "traffic supremacy" to "experience first" [1] Group 1: 5G Market Projections - By the end of 2025, global 5G subscriptions are expected to reach 2.9 billion, accounting for approximately one-third of total mobile subscriptions, with an additional 400 million people covered by 5G [1] - In mainland China, 5G subscriptions are projected to reach 1.2 billion by the end of 2025 [1] - By the end of 2031, it is anticipated that two-thirds of mobile subscriptions will be 5G, with a total of 6.4 billion 5G subscriptions globally [1] Group 2: Evolving User Demands - User demands are shifting from simple "high-speed connectivity" to "customized experiences," necessitating higher network speed, stability, and security for applications like remote surgeries and live sports broadcasts [2] - 118 operators globally have launched differentiated connectivity services, indicating that differentiated connections are becoming a commercial reality rather than just a conceptual exploration [2] Group 3: Business Model Transformation - Operators need to change their business mindset and content monetization models to balance service scenarios with technology integration, focusing on creating a service system centered on experience and value [2][3] - The value of differentiated connections lies in encouraging customers to pay for better experiences, with operators needing to innovate both technically and in their business approaches [2] Group 4: Industry Collaboration and Innovation - Operators are encouraged to adopt an intent-driven network architecture to provide flexible configurations for differentiated connections, meeting the personalized needs of various industries and scenarios [3] - Long-term strategies include opening network capabilities to third-party developers and fostering collaboration across industries to share the commercial value generated by technological innovations [3] Group 5: Future of 6G - The standardization process for 6G has begun, with projections indicating that by the end of 2031, there will be approximately 180 million 6G subscriptions globally [4] - The integration of AI and new capabilities like Integrated Sensing and Communication (ISAC) in 6G networks will create new application scenarios and terminal types [4][5] - The success of 6G will depend on collaborative ecosystems, emphasizing the importance of cooperation among leading industry players to realize the potential of mobile communication technologies [5]