移动经济北美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 its 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 country GSMA Intelligence is relied on by leading operators, vendors,regulators, financial institutions and third-party industryplayers, to support strategic decision-making and long- 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 monetisation132.2Technological leadership162.3Cybersecurity threats193Mobile industry impact233.1Reducing climate emissions243.2Developing the circular economy263.3Enhancing digital skills274Mobile industry enablers284.1Preparing for growth through effective spectrum policy294.2Enabling new opportunities for the mobile industry throughderegulation314.3Sustaining leadership in mobile investment32Industry data34 Executivesummary Across North America, almost 320 million peopleare connected to the mobile internet. Around 60%connect through 5G networks, underlining the speedat which the region is migrating to next-generation Mobile technologies and services now generatearound 5% of GDP in North America – a contributionthat amounts to almost $1.6 trillion of economicvalue added. A large part of this stems from the Key priorities for the digital ecosystem inNorth America Effective spectrum policy 5G monetisation Mobile operators have invested heavily in buildingout 5G networks. These investments are nowtranslating into monetisation opportunities, though atvarying speeds across different segments. 5G fixedwireless access (FWA) has emerged as the most North America is laying the groundwork for futuremobile services, highlighted by the robust spectrumlegislation passed in the US to commercialise800 MHz of spectrum in the 1.3–10.5 GHz frequencyrange. The move will bring the US on a par with theworld’s connectivity leaders in terms of spectrum Technological leadership Satellite connectivity and innovation in the radioaccess network (RAN) offer two examples of howNorth America is helping to shape the future ofmobile networks. The region is home to some ofthe world’s top satellite providers and is leading the Simplifying regulation While the implementation of the FCC's "Delete,Delete, Delete" initiative remains in its earlystages, general sentiment in the mobile industryis broadly supportive. CTIA, representing majoroperators such as Verizon, AT&T and T-MobileUS, has highlighted key areas where deregulationis needed to accelerate 5G deployment. These Mitigating cybersecurity threats Operators recognise the critical need to secure theirnetwork infrastructure and safeguard customersagainst existing and emerging cybersecurity threats.This is crucial to prevent potentially significantconsequences, including data breaches, financial Defining North America This report defines North America as the US, Canada and the Caribbean (for analysis includingMexico, please see The Mobile Economy Latin America). The Caribbean includes the following countries or territories: Anguilla; Antigua and Barbuda; Aruba;Bahamas; Barbados; Bermuda; Cayman Islands; Curacao; Dominica; Grenada; Guadeloupe; Haiti;Jamaica; Martinique; Montserrat; Puerto Rico; Saint Kitts and Nevis; Saint Lucia; Saint Pierre andMiquelon; Saint Vincent and the Grenadines; Trinidad and Tobago; Turks and Caicos Islands; British The Mobile Economy Public funding Mobile ecosystem contribution topublic funding (before regulatoryand spectrum fees) $140bn Operator revenuesand investment 1.3 millionjobs directly supported bythe mobile ecosystem Plus 1.3 million indirect jobs $348bnOperator capex for the period 2024–2030Investment 319m344m79%of the population 82%of the population2030 The economic impact 1.1Macroeconomic outlook As shown in Figure 1, the North American economyis experiencing modest growth, supported byresilient consumer spending and relatively stronglabour markets. However, the outlook remainsuncertain, with risks stemming from persistentglobal headwinds, elevated interest rates and The North American economy has expanded at asolid pace after the pandemic. This has mainly beendriven by private consumption and governmentspending, following a similar trend to the global In