欧洲移动经济2025

The GSMA is a global organisation unifying the mobileecosystem to discover, develop and deliver innovationfoundational to positive business environments andsocietal change. Our vision is to unlock the full power ofconnectivity so that people, industry and society thrive.Representing mobile operators and organisations acrossthe mobile ecosystem and adjacent industries, the GSMAdelivers for its members across three broad pillars: We invite you to find out more atgsma.com Follow the GSMA on X:@GSMA Follow the GSMA onLinkedIn GSMA Intelligence is the definitive source of global mobileoperator data, analysis and forecasts, and publisher ofauthoritative industry reports and research. Our datacovers every operator group, network and MVNO in every GSMA Intelligence is relied on by leading operators,vendors, regulators, financial institutions and third-partyindustry players, to support strategic decision-making Our team of analysts and experts produce regularthought-leading research reports across a range of Contents Executive summary 1.The mobile industry in numbers 2.Mobile industry trends2.15G benchmarking: assessing five years of 5G2.25G’s next wave: focus shifts to 5G-Advanced and 5G RedCap 3.Mobile industry impact363.1The mobile industry’s impact on the SDGs373.2Supporting growing mobile internet use among children40 4.Mobile industry enablers4.1Boosting Europe’s global competitiveness Executive Sustaining global competitiveness Digital infrastructure has been at the heart ofsocial and economic progress in Europe for thebetter part of the last three decades. Today,nearly half a billion people across Europe areconnected to the mobile internet, predominantlythrough high-speed 4G and 5G networks. Mobile Consequently, Europe is at a crossroads in thedevelopment of crucial digital infrastructure,with key network-performance and consumer-adoption metrics showing that it is falling behindsome of its global peers. This underlines the need Key trends shapingthe mobile ecosystem The focus shifts to 5G standalone By the end of 2024, 5G accounted for 30% ofmobile connections in Europe, equivalent toover 200 million connections. However, 5Ghas not yet materially altered mobile revenuegrowth, which remains low in most Europeanmarkets. Shifting investment to more advanced GSMA Open Gateway gains traction As of December 2024, 67 operator groups hadsigned up to the GSMA Open Gateway initiative,accounting for 75% of mobile connectionsglobally. The geographic breakdown of operatorcommitments indicates regions at par, above orbelow their established market share. Europeis a leading region, with committed operatorsrepresenting more than 20% of GSMA Open By the end of 2024, 5Gaccounted for 30% ofmobile connections in Momentum builds behind aerial Driving AI transformation responsibly European operators are leading the way ingenerative AI (genAI) adoption, with a strongemphasis on network optimisation, security andenhanced customer service. Mobile operators arecatalysing genAI innovation through strategicpartnerships, exemplified by Telefónica'scollaborations with technology partners, as well Terrestrial networks remain the primary formof connectivity, supported by the wide areacoverage of wireless networks and the massproduction and adoption of mobile devices. Inrecent years, however, technological advancesin various satellite and other non-terrestrialnetworks (NTNs) have helped to overcome Policies for success Addressing Europe’s digital infrastructure needsis an important first step towards resetting theregulatory framework for telecommunicationsand re-energising the European telecoms sectoras an engine of competitiveness and prosperity. •Take a more long-term view on investment andinnovation effects.The Commission needs toinitiate a review of the EU Merger Regulation, •Establish a pro-investment approach to EUspectrum policy, including the adoption ofbest practices to achieve a more predictable •Re-evaluate the existing regulatory framework •Apply circular economy principles to networkequipmentand incorporate the EU taxonomy for that was conceived 20–30 years ago, and updatethe policy objectives and principles to match •Implement additional measures to ensurefairness in the internet value chainby definingan obligation on content and applicationproviders (CAPs) to negotiate with internet The benefits of increasedinvestments in digitalinfrastructure will not only be The Mobile Economy Europe Uniquemobile Mobileinternetusers SIMconnections 5GPercentage of connections(excluding licensed cellular IoT) 80%30%20242030 LicensedcellularIoT connections 91%83%20242030 545m2030322m2024 Operatorrevenues andinvestment Mobileecosystemcontribution Total revenues€163bn€177bn20242030Total revenues €175bnOperator capexfor the period2024–2030: Employment 1.9m jobsDirectly supported by themobile ecosystem2023 €120bn2023 Plus1.4mindirect jobs Subscriber and technology trends forkey markets The mob