2025年欧亚移动经济

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 Executive summary 1The mobile industry in numbers1.1Mobile market update1.2Economic impact of mobile 2Mobile industry trends2.15G: the industry focus shifts to realising 5G’s full potential2.2Energy efficiency: renewable energy and greater efficiencytransforming network operations 3Mobile industry impact 4Mobile industry enablers Executive Governments in Eurasia are increasingly using mobileconnectivity as a platform to transform their countriesinto modern digital economies. This shift is drivenby the recognition that robust digital infrastructure,particularly mobile networks, improves publicservices and unlocks economic growth. Across theregion, mobile connectivity is enabling citizens toengage with e-government systems and access In 2024, mobile technologies and services generated7.7% of GDP across Eurasia, a contribution thatamounted to $220 billion of economic value. By 2030,the contribution of mobile technologies to economicoutput in the region is expected to rise to $270 billion,equivalent to 8.3% of GDP. 4G is the dominant mobiletechnology in Eurasia, accounting for around three Key trends shaping themobile ecosystem Services matching the needs ofdigitally engaged consumers Still early days for 5G but momentumis building Markets in Eurasia are transforming due to digitaladvancements, increased connectivity andrising smartphone adoption. Consumers, fromurban youth to rural first-time internet users, arereshaping how services are accessed, content isconsumed and financial transactions are conducted.Mobile operators are key enablers, driving digitalengagement through entertainment, payments and The 5G landscape in Eurasia presents a mixedpicture. Although commercial 5G services havebeen available in Tajikistan and Uzbekistan for overfour years, the technology is still in pre-commercialstages in several countries, including Belarus,Kyrgyzstan and Russia. In the countries where 5G is Energy efficiency becomes a toppriority In Eurasia, fossil fuels have historically been acheaper energy source to provide electricity inrural areas. However, operators are increasinglyaligning with global trends by adopting the latesttechnologies to enhance energy efficiency. Many areintegrating renewable energy sources such as solar AI opens up new opportunities to serveenterprises The telecoms industry has been at the forefrontof AI adoption, with application in areas such asnetwork operations, energy optimisation, customercall centres for automatic language recognition andretail operations. While early deployments havefocused on internal solutions to improve network Policies for growth Meanwhile, the ITU’s World RadiocommunicationConference 2023 (WRC-23) opened the doors toa new era of connectivity and laid the spectrumfoundations for mobile to progress into 5G-Advancedand 6G. Importantly, WRC-23 identified 6 GHz(6.425–7.125 GHz) for mobile use by countries inEurope, the Middle East, Africa, CIS, the Americasand Asia Pacific, and conditions for its use have Continued growth and innovation across the Eurasiaregion will depend on clarity on spectrum availabilityin the short and long terms, with roadmaps for low-,mid- and high-band spectrum. Licensing regimes cancreate a positive policy environment to encourage The Mobile EconomyEurasia 2025 $20bn$23bn Operator capex of$31 billionfor theperiod 2024–2030 $220bn$270bn7.7%of GDP 8.3%of GDP $12bnMobile ecosystem contribution to public funding Subscriber and technology trendsfor key markets The mobile industry 1.1Mobile market update By the end of 2024, two thirds of Eurasia’s populationused mobile internet, equating to 164 million users– an increase of 40 million since 2015. Of the 80million people who remain unconnected to mobileinternet, close to 90% live in an area already coveredby mobile broadband but do not use mobile internet. More than 180 millionpeople will subscribe to Nearly 20 million new mobile internet users willbe added betw