2024 年移动经济

The GSMA is a global organisation unifying the mobileecosystem to discover, develop and deliver innovationfoundational to positive business environments andsocietal change. Our vision is to unlock the full power ofconnectivity so that people, industry and society thrive.Representing mobile operators and organisations acrossthe mobile ecosystem and adjacent industries, the GSMAdelivers for its members across three broad pillars:Connectivity for Good, Industry Services and Solutions,and Outreach. This activity includes advancing policy,tackling today’s biggest societal challenges, underpinningthe technology and interoperability that make mobilework, and providing the world’s largest platform toconvene the mobile ecosystem at the MWC and M360series of events. We invite you to find out more atgsma.com Follow the GSMA on Twitter:@GSMA GSMA Intelligence is the definitive source of global mobileoperator data, analysis and forecasts, and publisher ofauthoritative industry reports and research. Our datacovers every operator group, network and MVNO in everycountry worldwide – from Afghanistan to Zimbabwe. It isthe most accurate and complete set of industry metricsavailable, comprising tens of millions of individual datapoints, updated daily. GSMA Intelligence is relied on by leading operators,vendors, regulators, financial institutions and third-partyindustry players, to support strategic decision-makingand long-term investment planning. The data is used asan industry reference point and is frequently cited by themedia and by the industry itself. Our team of analysts and experts produce regularthought-leading research reports across a range ofindustry topics. www.gsmaintelligence.com info@gsmaintelligence.com Contents Executive summary21.The mobile industry in numbers102.Mobile industry trends212.15G: 5G standalone and 5G-Advanced come into focus222.2Network APIs: the mobile ecosystem rallies to support 5Gmonetisation252.3Satellite: emerging solutions and partnerships reshape theconnectivity landscape272.4Digital consumer: eSIM adoption should accelerate as newservices launch312.5Generative AI: operators take steps to realise benefits333.Mobile industry impact363.1The mobile industry’s impact on the SDGs373.2Empowering women micro-entrepreneurs through mobile424.Mobile industry enablers44 Executivesummary Transforming lives throughmobile connectivity Mobile connectivity remains pivotal in drivingdigital innovation. It empowers individuals andenterprises with a wide array of transformativetechnologies while also aiding governments indelivering positive societal impacts. However, the usage gap remains: 3 billion peoplelive in areas covered by mobile broadbandnetworks but do not use mobile internet.Addressing the usage gap is crucial to closingthe digital divide, thereby unlocking thebenefits of life-enhancing applications beyondcommunication, including digital finance, healthand clean energy. By the end of 2023, 5.6 billion people (69% of theglobal population) subscribed to a mobile service,representing an increase of 1.6 billion people since2015. Growth in mobile internet penetration hasbeen even faster. At the end of 2023, 58% of theworld’s population used mobile internet, equatingto 4.7 billion users – an increase of 2.1 billion since2015. The impact of mobile connectivity is evidenced byits contribution to the economy. In 2023, mobiletechnologies and services generated 5.4% ofglobal GDP, a contribution that amounted to $5.7trillion of economic value added, and supportedaround 35 million jobs. Key trends shaping themobile ecosystem 5G standalone and 5G-Advanced arethe next phase The mobile industry is increasingly moving to the5G standalone (SA) and 5G-Advanced standardsto unlock innovative 5G use cases and createnew revenue streams. As of January 2024, 47operators offered commercial 5G services onSA networks, while more than half of operatorsexpect to deploy 5G-Advanced within a yearafter standards are released. Increased 5G SAand 5G-Advanced activities in 2024 will kick-start a new round of 5G investment, especially inpioneer markets. This has the potential to openup a wealth of opportunities to enable enhancedfunctionality and use cases for the enterprisemarket. Network API initiatives gain traction Although it has been possible to expose networkAPIs for a while, operators have struggled toadopt a standardised approach that achievesscale. However, recent efforts by the mobileindustry to develop a common set of networkAPIs have provided new momentum to operatorinitiatives. The ultimate goal of network APIexposure is to better monetise network assetsand capabilities. While working with externaldeveloper teams to achieve this goal receivesthe most attention, the exposure of networkcapabilities via APIs should also assist internalteams within operators in creating new services. Telco-satellite partnershipsset for take-off Telecoms networks have driven voice and dataconnectivity to current levels