亚太移动经济2025

The GSMA is a global organisation unifying the mobileecosystem to discover, develop and deliver innovationfoundational to positive business environments and societalchange. Our vision is to unlock the full power of connectivityso that people, industry and society thrive. Representingmobile operators and organisations across the mobileecosystem and adjacent industries, the GSMA delivers for itsmembers across three broad pillars: Connectivity for Good,Industry Services and Solutions, and Outreach. This activityincludes advancing policy, tackling today’s biggest societalchallenges, underpinning the technology and interoperabilitythat make mobile work, and providing the world’s largestplatform to convene the mobile ecosystem at the MWC andM360 series of events. We invite you to find out more atgsma.com GSMA Intelligence is the definitive source of global mobileoperator data, analysis and forecasts, and publisher ofauthoritative industry reports and research. Our data coversevery operator group, network and MVNO in every countryworldwide – from Afghanistan to Zimbabwe. It is the mostaccurate and complete set of industry metrics available,comprising tens of millions of individual data points, updateddaily. GSMA Intelligence is relied on by leading operators, vendors,regulators, financial institutions and third-party industryplayers, to support strategic decision-making and long-term investment planning. The data is used as an industryreference point and is frequently cited by the media and bythe industry itself. Our team of analysts and experts produce regular thought-leading research reports across a range of industry topics. www.gsmaintelligence.com info@gsmaintelligence.com Contents Executive summary21The economic impact of mobile51.1Macroeconomic outlook61.2Mobile’s contribution to the economy72Trends shaping the mobile industry122.15G monetisation132.2The scam economy162.3Cybersecurity threats203Mobile industry impact253.1Strengthening disaster preparedness and response263.2Reducing carbon emissions284Mobile industry enablers294.1Bridging the investment gap304.2Balancing innovation and regulation314.3Accelerating 5G deployment through effective spectrum policy32Industry data36 Executivesummary Mobile connectivity supports efforts to developmodern, inclusive and sustainable digital nations inAsia Pacific,1and helps to integrate transformativetechnologies such as AI into daily activities forindividuals and businesses. Additionally, the mobileecosystem has become a significant contributor tothe region's economy, helping countries mitigatethe impacts of shifting demographics and globalsupply-chain disruptions to productivity. In 2024, the mobile sector accounted for 5.6% of GDP inAsia Pacific, contributing $950 billion in value. Thisis expected to rise to around $1.4 trillion by 2030,equivalent to 6.6% of GDP, as the impacts of 5Gand its ecosystem become more widespread acrosslocal economies. To fully unlock this potential, it iscrucial that stakeholders across the region's digitalecosystem foster trust and ensure the sustainabilityof the industry. Key priorities for the digital ecosystemin Asia Pacific Balancing innovation and regulation 5G monetisation Innovation rates within the digital ecosystem arenotably high, with new technologies emergingapproximately every two to three years. However,innovation comes with responsibilities such asensuring equitable access and consumer protection.In this context, a key objective of regulatory policyshould be to support innovation within the digitalecosystem while considering these responsibilities. From 2019 to 2024, Asia Pacific operators invested$220 billion in network infrastructure, primarily for5G. After peaking in 2023, capex-to-revenue ratioshave stabilised as operators reduced spending afterreaching significant 5G coverage. The focus nowshifts to monetising 5G, with operators adoptinginnovative strategies to derive greater value from5G services for consumers and enterprises. This isessential for the mobile industry's sustainability inAsia Pacific. Effective spectrum policy The cost of spectrum has a significant impact onindustry sustainability. A GSMA study found thatthe spectrum cost-to-revenue ratios in Asia Pacificmarkets have risen significantly over the last 10years – from 3% in 2014 to 9% in 2023. To supportcontinued investments in network infrastructureand related innovation, there is a need for clarityon spectrum availability, with roadmaps for low-,mid- and high-band spectrum and new pricing andlicensing approaches to ease the financial pressureon operators. Addressing the scam economy The volume and value of financial losses fromonline scams have increased, leading to what hasbeen referred to as the ‘scam economy’. Open APIs,through the GSMA Open Gateway initiative, havebecome a significant tool for operators, with six outof the nine APIs already announced in Asia Pacificproviding solutions to address scams. This supportsthe increasin