2025亚太移动经济

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 mobile 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 2.15G monetisation13 3Mobile industry impact3.1Strengthening disaster preparedness and response 4Mobile industry enablers294.1Bridging the investment gap304.2Balancing innovation and regulation314.3Accelerating 5G deployment through effective spectrum policy32 Executive 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 mobile 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 is Key priorities for the digital ecosystem 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 as 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 adopting 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 infrastructure 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 Pacific Mitigating cybersecurity threats Asia Pacific has become a focal point forcyberthreats due to its status as a global technologyand economic hub and the increasing digitalisationof local economies. The rollout of 5G and the Bridging the investment gap Mobile operators in the Asia Pacific region areexpected to invest over $200 billion in capex bythe end of the decade. However, this amount isnot sufficient to build the infrastructure requiredfor a digital future. Addressing this investment The Mobile Economy Public funding Mobile ecosystem contribution topublic funding (before regulatoryand spectrum fees) $90bn Operator revenuesand investment $254bnOperator capex for the period 2024–2030Investment 20302024 The economic impact 1.1Macroeconomic outlook In the years following the Covid-19 pandemic AsiaPacific has shown robust growth, outperforming theglobal economy. One of the factors that contributedto this performance was the surging demand forsemiconductors and electronics in emerging Asia, countries in Asia Pacific with the highest GDP growthwere Samoa (9.4%), Palau (7.2%), Vietnam (7.1%)and India (6.5%). A common theme among thesecountries in recent years has been a strong focus There are some factors that can hinder progress:the region faces challenges such as an ageingpopulation, potentially heightened trade barriersand an emerging pattern of declining productivitygrowth.3Despite this, the mobile sector has thepotential to boost the economy by providing fast and The Asia Pacific economy is well positioned forsteady economic growth. In 2024, GDP growth in theregion stood at 4.1%, slightly below the pre-pandemicaverage of 4.3% during 2016–2019. The region has 1.2Mobile’s contribution to the economy Mobile technologiescontributed $950 billionin economic value to In 2024, mobile technologies and services accounted for 5.6% of GDP across the Asia Pacificregion, contributing $950 billion in economic valueadded. The most s