Ericsson Flexes Increasing US Strength with 5G Factory, Federal Contract, and AT&T Win

R. Bhattacharyya

Summary Bullets:

• Ericsson is investing to solidify and expand its US presence and ecosystem of partners to gain an edge over competitors based overseas.

• Ericsson’s messaging reflects the evolving domestic political climate and changing global geopolitical environment.

In late May 2024, Ericsson hosted industry analysts to its 5G smart factory in Dallas, Texas (US). The key theme of the event was that Ericsson provides “5G made in the US, for the US.” The Swedish telecom equipment provider reminded attendees that it has been operating in the US for 122 years and that 26% of its sales are from North America. Furthermore, it maintains six R&D facilities, employs 7,600 people, and has invested over $7 billion in acquisitions in the region. In March 2024, the company formed a new division, Ericsson Federal Technologies Group, to help the US federal government deploy 5G solutions. Via its Dallas facility, Ericsson meets the government’s requirements to support open RAN technologies and equipment manufactured in the US.

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