GSMA开放网关：2025年上半年市场状况

Where the rubber meets the road The GSMA is a global organisation unifying the mobile ecosystem todiscover, develop and deliver innovation foundational to positive businessenvironments and societal change. Our vision is to unlock the full powerof connectivity so that people, industry, and society thrive. Representingmobile operators and organisations across the mobile ecosystem andadjacent industries, the GSMA delivers for its members across three GSMA Intelligence is the definitive source of global mobile operator data,analysis and forecasts, and publisher of authoritative industry reports andresearch. Our data covers every operator group, network and MVNO inevery country worldwide – from Afghanistan to Zimbabwe. It is the most GSMA Intelligence is relied on by leading operators, vendors, regulators,financial institutions and third-party industry players, to support strategicdecision-making and long-term investment planning. The data is used as We invite you to find out more atwww.gsma.com Our team of analysts and experts produce regular thought-leadingresearch reports across a range of industry topics. Authors www.gsmaintelligence.cominfo@gsmaintelligence.com Peter JarichHead of GSMAIntelligence Tim HattHead of Research James JoinerLead Analyst, Contents 02 Market andcommercialisation 03 04 GSMA OpenGateway inaction: use cases 05 01 Executivesummary State of the market, H1 2025 Almost 80% of the sector on-board, with a plateaueffect emerging 01 03 In with aggregation; out with bi-laterals For 2025, the focus is on commercial availability andmonetisation of the API base. Activity among channel partnersreflects this objective, acting as important bridges betweensupply and demand. Some 15 partners – equating to 15% of thetotal channel support – have joined GSMA Open Gateway in 2025,including LotusFlare, Shabodi and Syniverse. Aduna’s inception isa further sign of the aggregator model. The initiative is a venture The supply side of GSMA Open Gateway has now reachednearly 80% by market share of telecoms operators – up 3 ppfrom December 2024. The new joiners primarily come fromSoutheast Asia (e.g. Vodafone Idea and Mobifone). However, The rise of QoD 02 There is clear evidence of an expansion into categories beyondsecurity and anti-fraud over the last six months, includingquality-on-demand (QoD), device location and edge compute.According to launch data for 2025 so far, security accountsfor two thirds of API launches from operators, followed bycommunication quality and edge (24%), device location (9%) Developing pricing flexibility 04 One of the key pain points of developers and enterprise buyersis flexibility in pricing models. The historic reliance on APIsubscription or call pricing has a place but will increasingly becomplemented by revenue share or pay-as-you-go models thathelp enterprises de-risk API investments. For APIs to work at Numbers to note 79% 1% 25% 15 New channelpartners during Payments andcharging category Global marketshare coverage Rise in QoD andcommunication APIs to facilitate mobilepayments and charging (forexample, operator billing forpay TV or public transport)account for only 1% of thosecommercialised. This comes Security and anti-fraudremain the foundationaluse cases for networkAPIs. However, activity haswidened in H1 to companiesusing APIs to track networkquality and edge compute Telecoms operatorsaccounting for global marketshare of nearly 80% arenow part of GSMA OpenGateway. This is up 3 pp fromDecember 2024 – a moremarginal rise than that seen An eye-catching changeon the supply side in H12025 has been the growthin channel partners. Some15 partners have come on-board since December 2024, Global coverage of the 02 0102030405Executive summaryPage 4Market and commercialisationupdatePage 8Deep Dive: supply/demandgap analysisPage 15GSMA Open Gateway in action:use casesPage 20AppendixPage 25 commercialisationupdate Implications of recent developments The volume of news related to GSMA Open Gateway inH1 2025 points to no slowdown in industry interest ormomentum. However, as always, it’s important to ask Asia and Europe Diversification Channel partner value •Commercial success in APIs is driven by thetechnology and relationship building. This isunderlined by Aduna’s formation and several •New operator signatories to GSMA OpenGateway continue to come primarily from Asia,and Southeast Asia in particular. This speaksto a network effect in which the value of •Trials and deployments of APIs beyond security andanti-fraud are an important sign of diversification to •Nokia is a leader in this respect; its partnerships withProximus (slicing) and Starhub (quality on demand) •There is also closer engagement with the developercommunity. Expect to see more of this during the •Participation is still low relative to market size inAfrica and Latin America. •Hyperscaler activity continues to be broadly muted,even if support is there in principle