Telefonaktiebolaget LM Ericsson Class A · OMXSTO:ERIC_A

Telefonaktiebolaget LM Ericsson Class A — Ericsson — Investor Day (November 2004)

13 slides from Telefonaktiebolaget LM Ericsson Class A's investor day presentation, Nov 11, 2004

  1. Slide 1: Ericsson - Taking You Forward

    ERICSSON & TAKING YOU FORWARD

  2. Slide 2: Capital Markets Day: Ericsson CDMA

    CMD Fall Capital Markets Day,San Diego November 11 2004 WENDY MACMURRAY Vice President, Marketing and Communications Ericsson CDMA © Ericsson 2004

  3. Slide 3: Safe Harbor Statement

    Safe Harbor Statement The presentations contains forward looking statements. These statements are based on our current expectations and certain assumptions, which are subject to risks and uncertainties. The actual results may be materially different than described herein due to a number of factors,

  4. Slide 4: CDMA subscribers

    CDMA subscribers 230M 230M Subs Subs –– Sep. Sep. 2004 2004 Top Top 55 CDMA CDMA Operators Operators –– Sep. Sep. 2004 2004 EMEA 2% % OF GLOBAL SUBS # OF SUBS (M) North America Asia Pacific 38% 43% Verizon 18.1% 41.7 Telefonica/BSI 12.6% 28.9 Latin America 17% China Unicom 12.0% 27.5 446M 446M Subs

  5. Slide 5: CDMA growth opportunities

    CDMA growth opportunities 450 MHz Scandinavia 450 MHz Russia US Customers 1xEV Other Europe China, 2 GHz Rural Buildout Second Vendor Japan, 2 GHZ Fixed wireless China 450 MHz New Spectrum China Unicom 800 MHz India China Unicom 1xEV 1xEV Nigeria Customers Second Vendor Telefonica Fixed wireless Ind

  6. Slide 6: Ericsson leading 3G offering

    Ericsson leading 3G offering ƒ Common 3G platform CDMA2000™ AND WCDMA strategy TSP SERVICES APPS & ENABLERS COMMON CORE ƒ True 3G – investment SERVICES AND APPLICATIONS CONTROL protection APPS & ENABLERS ƒ High performance AXE SWITCHING SERVERS / SWITCHES SERVERS / SWITCHES TECHNOLOGY APPS & ENABLER

  7. Slide 7: Investment protection in future evolution

    Investment protection in future evolution IS-856 Rev 0 (1x EV-DO) Rev A (1x EV-DO) Data optimized evolution path IS-2000 Rev 0 (CDMA2000 1X) Rev A Rev D (1x EV-DV) CDMA2000 1X Evolution Path 2003 2004 2005 2006 2007 2008 CDMA2000 1X CDMA2000 1xEV-DO - 1xEV-DV CDMA2000 Platforms designed and proven t

  8. Slide 8: True 3G platforms

    True 3G platforms ƒ Compact high capacity products – RBS 1130 – Up to 6 carriers RBS 1130 DEPLOYMENT in a single rack – BSC – Up to 3,700 Erlang in a single rack, 9,000 Erlang in two racks – MSC – Up to 1.15 M BHCA in 10 m2 – ANC – up to 144 RBS RBS 1130 supports up to supported with a single rack 6

  9. Slide 9: Best footprint-to-performance ratio: high lifecycle value to operators

    Best footprint-to-performance ratio: high lifecycle value to operators ƒ Directly impacts operational costs INDICATOR OF CDMA2000 EQUIPMENT EFFICIENCY – Space and buildings – Power consumption 10 9.8 Ericsson 9 – Staffing 8 Industry Average* 7 ƒ Deployment flexibility 6 – Civil engineering 5 5.6 exp

  10. Slide 10: Core network evolution towards all-IP

    Core network evolution towards all-IP ƒ Introduce IPMM to support IPMM Domain Evolution PoC services – Standards based, IPMM Support Conversational VoIP EIT WeShare access independent 1 2 ƒ Support for combinational multimedia type services Today’s Radio Access, Packet- All-IP Network Switched & Tra

  11. Slide 11: Bid analysis: Ericsson ranking

    Bid analysis: Ericsson ranking (2002 - 2004 YTD) COMMERCIAL RANKING TECHNICAL RANKING Other Other 11% 11% Rank #2 18% Rank #1 Rank #2 52% 37% Rank #1 71% Ranked first or second across every bid 90% of the time © Copyright Telefon AB LM Ericsson 2004. All rights reserved 11

  12. Slide 12: MII 2 GHz CDMA2000 trial

    MII 2 GHz CDMA2000 trial ƒ MTNet lab test - 2 GHz FIELD TESTING Beijing – March 2004 RF Network Billing – CDMA2000 1x EV-DO Performance – Interfaces tested & general RF performance Services NMS/OMC and Enablers ƒ Field trial - Shanghai Air-Interface Interop Service Roaming – May-August – 1X and 1x E

  13. Slide 13: 2 GHz field trial interoperability and service integration

    2 GHz field trial interoperability and service integration Network Infrastructure Services and Enablers Provided primary support Integration of third-party service for inter-working and roaming and application platform servers functionality into 1X and 1xEV-DO ƒ Air interface IOT ƒ Successful demons

Ericsson — Investor Day (November 2004) on 6ix