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 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 1.The mobile industry in numbers1.1Mobile market update 2.Mobile industry trends2.15G: the industry focus shifts to realising 5G’s full potential2.2Energy efficiency: a top priority for the industry2.3AI: new opportunities to serve enterprises2.4Global digital transformation survey: understanding enterprise needs 3Mobile industry impact 4Mobile industry enablers4.1Meeting connectivity needs through effective spectrum policies Executive Today, mobile connectivity is not only a means forpeople to communicate, but also an important toolfor governments and other authorities to stimulatesocioeconomic progress, support vulnerable peopleand build innovative solutions to enhance the well-being of society. Mobile connectivity has helped Mobile technologies and services now generatearound 5.8% of global GDP, a contribution thatamounts to $6.5 trillion of economic value added.By 2030, this figure will rise to almost $11 trillion, or8.4% of GDP. Much of this will be driven by countries Meanwhile, as of February 2025, 72 operator groupshad signed up to the GSMA Open Gateway initiative,accounting for 78.5% of mobile connections globally.Open Gateway use cases around mitigating fraud and Key trends shaping themobile ecosystem The focus shifts to realising 5G’s 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. Enhancing security and protectingagainst cybersecurity threats ranked as the topdigital transformation objective among enterprises. Operators and other 5G ecosystem players,especially in pioneering markets, have shifted theirfocus to deploying advanced 5G networks, with aview to delivering enhanced services to consumersand businesses. 5G standalone (SA) networkswill be pivotal to fully realising the capabilities of Energy efficiency is a top priority Energy efficiency within networks continues to be atop priority for operators and network vendors in theshort-to-medium term, ahead of many other industrytopics. There are two main factors supporting thefocus on energy efficiency in 2025 and beyond:costs and sustainability. Energy typically accounts AI opens up enterprise revenueopportunities 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 have Policies for growth Spectrum plans that enable enterprise digitalisationare also part of roadmap planning. This meansthat operators will require spectrum not just forconsumers but for industrial connectivity. Now thatconnecting enterprises is a maturing sector, thepractice of setting aside spectrum for specific usesis being limited. Setting aside spectrum for specific Mobile’s ability to deliver economic growth relies onspectrum. The mobile ecosystem is already workingwith governments to plan spectrum for 6G, whichwill come into use around the 2030s. Channel sizes Spectrum must be effectively licensed at the correcttime. To deliver this, countries would benefit from thedevelopment of spectrum roadmaps that considermarket dynamics and growth in demand for mobiledata. Roadmaps are an important means of ensuring The cost of spectrum also has a major impact.Governments and regulators should assign 5Gspectrum to support their digital connectivitygoals, rather than as a means of maximising state The Mobile Economy $1.08tn$1.25tnOperator capex of$1.3 trillionfor theperiod 2024–2030 $6.5tnMobile’s contribution to GDP $11tn5.8%of GDP8.4%of GDP Public funding $600bnMobile ecosystem contribution to public funding(before regulatory and spectrum fees) 24mjobs directly supportedby the mobile ecosystem16mjobs indirectly supported Subscriber and technology trends Subscriber and t