2025年拉丁美洲移动经济

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 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 2.5Consumer insights: prospects and challenges for operators 3Mobile industry impact28 4Mobile industry enablers30 Executivesummary Mobile connectivity is at the heart of Latin America’sdigital transformation. With more than 450 millionunique mobile subscribers and growing demandfor faster and more reliable networks, the region ismaking steady progress expanding 5G coverage andadoption. More than 30 operators across 13 countries Advancements in mobile technology are a significantdriver of economic growth in Latin America,contributing significantly to gross domestic product(GDP) and generating employment across the region.Mobile technologies and services now account formore than 8% of Latin America's GDP, resulting in Key trends shaping themobile ecosystem Enterprises set their sights on digitaltransformation 5G standalone lays the foundation foradvanced 5G networks In 2024, GSMA Intelligence surveyed around 500enterprises from Latin America (covering Argentina,Brazil and Mexico) to gain insight into their digitaltransformation. Enhancing customer experience andincreasing business agility ranked among the topthree most popular digital transformation objectives Realising 5G’s potential involves the developmentand mass adoption of new use cases that cansupport the long-term financial sustainability of themobile industry. In this context, operators and other5G ecosystem players (particularly in pioneeringmarkets) have shifted their focus to deploying Operators adapt to changing consumertrends AI offers new opportunities to serveenterprises As connectivity improves and digital servicesexpand, user behaviour is shifting in ways thatoffer opportunities and challenges for the mobileecosystem. Mobile operators are respondingby establishing new partnerships with contentproviders, while also launching their own solutions The telecoms industry has been at the forefrontof AI adoption, with applications in areas such asnetwork operations, energy optimisation, customercall centres and retail operations. Early deploymentshave focused on internal solutions to improve Renewable energy rises up the agenda Increasing the share of energy derived fromrenewable sources is a growing strategic priority intelecoms. Operators in Latin America are positioningthemselves as global leaders in the adoption ofrenewable energy solutions. This trend is driven by User behaviour is shifting inways that offer opportunities Policies for success Pro-investment policies and evidence-based reform– including spectrum pricing and fiscal policy – canaccelerate digitalisation, innovation and inclusion services. Effective spectrum policies, particularly forthe availability of mid-band spectrum at affordableprices, are crucial to the success of 5G. Furthermore, Simplifying regulatoryframeworks and reducing The Mobile Economy $550bn$680bn8.2%of GDP 8.6%of GDP $50bnMobile ecosystem contribution to public funding 1.1mjobs directly supported bythe mobile ecosystem1.0mjobs indirectly supported Subscriber and technology trendsin key markets The mobile industryin numbers 1.1Mobile market update By the end of 2024, 64% of the population inLatin America used mobile internet, equating to413 million users – an increase of 180 million since2015. However, the growth rate at which peopleare adopting mobile internet has slowed in recent Nearly three quarters ofthe population in LatinAmerica will subscribe Growth is expected to continue at a similar rateto the end of 2030. This trend highlights the needfor reform aimed at accelerating take-up of mobile Figure 1 Latin America: mobile adoption and mobile internet adoption Percentage of population 4G is the dominant mobile technology in LatinAmerica, accounting for around two thirds of totalmobile connections. 4G adoption is expected to peak 4G adoption reachesits peak 2G and 3G still account for around a quarter ofmobile connections in the region, with significantvariation a