中国移动经济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 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 Executive summary 1The mobile industry in numbers1.1Mobile market update1.2Economic impact of mobile 2Mobile industry trends2.15G: industry focus shifts to realising 5G’s full potential2.2Energy efficiency: a top priority for the mobile industry 3Mobile industry impact 4Mobile industry enablers4.1Securing the future for 5G’s evolution Executive China is seeing continued progress with 5G. It ispositioning itself as a global leader through rapidinfrastructure deployment, including the transitionto 5G-Advanced, and the integration of 5G-enabledsolutions across the economy. China has more than1 billion 5G mobile subscribers and has a robust of China’s GDP – a contribution that amounts to$1.2 trillion of economic value added. By 2030,this will rise to approximately $2 trillion, equivalentto 8.3% of GDP. Much of this will be driven by theimprovements in productivity and efficiency brought Mobile operators across China have signed up tothe GSMA Open Gateway initiative and implementedkey APIs such as SIM Swap, Number Verify, DeviceLocation and Carrier Billing. Open Gateway use cases Mobile is a powerful engine behind China’s economy,driving growth across industries, creating jobs and Key trends shaping themobile ecosystem Focus shifts to realising the full GSMA Intelligence enterprise andconsumer surveys reveal key insights In 2024, GSMA Intelligence conducted surveys ondigital transformation trends among enterprisesand behaviour/technology adoption trends amongconsumers. China has one of the highest scoresfor digital transformation objectives, confirmingthe country’s ambition to be at the forefront of Operators and other 5G ecosystem players,especially in pioneering markets, have shifted theirfocus to advanced 5G networks, with a view todelivering enhanced services to consumers andbusinesses. China is making significant strides Energy efficiency and a low-carbon Energy efficiency and renewable energy have gainedsignificant attention in recent years in China dueto the growing importance of energy security andindependence, rising energy prices and the adventof 5G. Energy efficiency improvements are the ‘low-hanging fruit’ for operators looking to speed up their AI presents opportunities to serveenterprises There is a growing shift among operators towardsdeveloping solutions for the enterprise segment,to generate new revenue opportunities from AI.Operators in China are leading this trend, integratingAI into their offerings for enterprises and leveragingtheir 5G standalone (SA) and 5G-Advanced networksto deliver tailored, intelligent solutions across Policies for growth It is now imperative that the industry engages closelywith regulators and policymakers to implement thenew spectrum bands in their national legislations ina timely manner to support spectrum harmonisationand avoid interference issues. For China, the stage China has been a driving force behind the use ofthe 6 GHz band. Following identification for IMT atthe World Radiocommunication Conference 2023(WRC-23), 6 GHz is now the harmonised home for the Since WRC-23, 6 GHz has continued to gathermomentum around the world. In several cases,countries that had already decided to set aside all of6 GHz for Wi-Fi use are now rethinking their decision The stage is set tocontinue to galvanise The Mobile EconomyChina 2025 $188bn$221bn Operator capex of$219 billionfor theperiod 2024–2030 $1.2tn$2.0tn6.2%of GDP 8.3%of GDP Public funding $110bnMobile ecosystem contribution to public funding(before regulatory and spectrum fees) 3.7mjobs directly supportedby the mobile ecosystem4mjobs indirectly supported Subscriber and technology trends The mobile industry 1.1Mobile market update By the end of 2024, 80% of China’s populationused mobile internet, equating to 1.17 billion users– an increase of 400 million since 2015. However,the growth rate at which people are adoptingmobile internet has slowed in recent years, as themarket nears saturation. This trend is expected to Mobile internet adopt