2025研究主题：塑造行业和推动我们关注的主题

The GSMA is a global organisation unifying the mobile ecosystem todiscover, develop and deliver innovation foundational to positive businessenvironments and societal change. Our vision is to unlock the full powerof connectivity so that people, industry, and society thrive. Representingmobile operators and organisations across the mobile ecosystem andadjacent industries, the GSMA delivers for its members across three GSMA Intelligence is the definitive source of global mobile operator data,analysis and forecasts, and publisher of authoritative industry reports andresearch. Our data covers every operator group, network and MVNO inevery country worldwide – from Afghanistan to Zimbabwe. It is the most GSMA Intelligence is relied on by leading operators, vendors, regulators,financial institutions and third-party industry players, to support strategicdecision-making and long-term investment planning. The data is used as We invite you to find out more atwww.gsma.com Our team of analysts and experts produce regular thought-leading researchreports across a range of industry topics. Follow the GSMA on X: @GSMA www.gsmaintelligence.com info@gsmaintelligence.com Authors Pablo IacopinoHead of Research and Commercial Content Peter JarichHead of GSMA Intelligence The thinking behind the 2025 Research Themes Three major areasof focus Transition from2024 to 2025 What’s ahead The 2025 Research Themesset the direction of the GSMAIntelligence 2025 Research Agendaand will be addressed throughoutthe year through reports, insights, –Our 2025 Research Themes span three importantareas of developments and innovations in thetelecoms industry and wider digital ecosystem: –Throughout 2024, we haveanalysed important developmentsand trends spanning all areas ofthe telecoms industry and wider –The common objective of our 2025 Research Themesacross the three areas is to address the key trendsand questions shaping the evolution of the industry, –Most of our 2024 ResearchThemes will continue to runtheir course; though some willhave new angles to analyse.In 2024, we elevated AI andeSIM to standalone themes. For2025, we are also elevating 5Gfixed wireless access (FWA)and satellites and non-terrestrial 2025 Research Themes Network transformationConnecting innovation to market demands 74%Operators, representing74% of total mobileconnections globally, havecommitted to the GSMA’s 57 $180bnMobile operator capex in2025 globally ($1.1 trillioncumulative during 2025– 2025 areas of focus Number of operators thathave launched 5G SAnetworks as of Q3 2024(88 have announced plans –Operator network transformation agendas:networkstrategies and technology priorities; investment plans andassociated capex; 5G network evolution; advancements –New network technologies:progress with and impactof network APIs, open RAN, network/cloud integration,edge computing, genAI and wider AI technology, private Key 2024 research –5G network evolution:rollout of 5G standalone (SA)networks beyond pioneering operators; early launch of5G-Advanced networks and associated network capabilities –5G Next: How digitalisation is leading toadvanced capabilities for antennas–Edge compute: coming to a place nearyou –After a slow start, the rollout of 5G SAnetworks is set to accelerate over the –Network APIs:progress with commercialisation and usecases; footprint expansion; players driving momentum; new –Network Transformation –GSMA Open Gateway: State of theMarket, H1 2024–Early trends for 5G RedCap: AsiaPacific leads the way in trials anddeployments –Fixed broadband networks:investment in fibre rollout;next wave of 5G FWA network launches; new fixed networkdevelopments such as FTTR, gigabit networks and use of AIAccelerating adoption and transformational impact 75%Share of consumers whoare aware of genAI (ofthese, 59% are usersand among users, 67% 74% 33% 2025 areas of focus Share of operators thathave either commerciallydeployed or are testing Share of enterprisesundertaking digitaltransformation that arealready making advanceduse of AI technology –AI at large:developments in genAI and wider AI acrossnetworks, platforms, services and devices; companiesdriving momentum; AI tech innovation roadmap; competition –AI in telco:state of deployment and adoption in networks(core and RAN), customer care and service personalisation,and operations; best practices; operator strategies, plans Key 2024 research –AI in devices and digital services:tech roadmap anduse cases seeing greatest innovation; companies drivingprogress and their approaches to AI monetisation; AI impact –Telco AI: State of the Market, Q3 2024–Generative AI: navigating techdevelopments, operator adoption and –MWC Las Vegas 2024: AI, IoT andNTNs support the digital transformationof enterprises–IBC 2024: AI helps a fast-evolvingmedia & entertainment industry bettermonetise content and reduce costs –Enterprise adoption of AI:state of adoption and enterpriseviews on the importance of AI