2024年撒哈拉以南非洲移动经济

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 GSMA 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 2.5GSMA Open Gateway: operators aim to unlock new monetisationopportunities31 3.1Expanding rural connectivity34 3.2The mobile industry’s impact on the SDGs 4.Mobile industry enablers 4.1Improving the affordability of mobile services to close theconnectivity gap 4.2Using universal service funds effectively 4.3Adopting spectrum policy for inclusive digital development Executive Driving growth and innovation Mobile connectivity is a key driver of digitaltransformation and socioeconomic growth inSub-Saharan Africa. Governments and businessesare increasingly using 4G and 5G networksalongside technologies such as AI and IoT toenhance productivity and service delivery. The adoption of 4G continues to rise in theregion and is forecast to account for 50% of totalconnections by 2030. 5G adoption is acceleratingand forecast to contribute $10 billion to theregion's economy by 2030, accounting for 6% Key trends shapingthe mobile ecosystem 5G: advanced technologies remain a Operators in pioneer 5G markets around theworld are increasingly moving towards moreadvanced forms of 5G to unlock new use casesand monetisation opportunities. However, suchtechnologies remain a distant prospect in Sub-Saharan Africa. Operators need to prove the Industry in context: challenges lead The telecoms industry in Sub-Saharan Africafaces significant challenges, driving marketconsolidation. Key issues include inflation andcurrency volatility (which increase capital costs),high sector-specific taxation for operators, andescalating energy costs due to unreliable grids Investment in thesector is crucial ifthe region's digital Aerial connectivity: interest grows inthe evolving NTN market Generative AI: operators move to As digital transformation accelerates in Sub-Saharan Africa, AI is coming to the fore. TheUnited Nations forecasts it could contributeup to $1.5 trillion to the region's economy by2030. Mobile operators are gradually adoptinggenerative AI (genAI), focusing on customer Aerial connectivity will play an important role inrealising universal connectivity in Sub-SaharanAfrica. Although satellite solutions have beenoffered for several decades, the emergence oflow Earth orbit (LEO) and high-altitude platform GSMA Open Gateway: momentum Although it has been possible to expose networkAPIs for some time, operators have struggledto adopt a standardised approach that achievesscale. However, recent initiatives by the mobileindustry have sought to provide fresh momentum Operator commitments are beginning to translateinto commercially available network APIs. InFebruary 2024, South Africa became the firstcountry in Sub-Saharan Africa to implement Policies for growth and innovation Despite a strong appetite for mobile in the region,Sub-Saharan Africa has a high usage gap of 60% –the highest in the world. This suggests challengesin fulfilling the near-universal broadbandconnectivity envisaged by governments in the •Implement the right spectrum policies forinclusive digital development –Operators neednew spectrum capacity to provide consistentspeeds to more users as 5G services expand.The right amount of capacity helps minimisethe number of base stations needed, which can •Improve the affordability of mobile services toclose the connectivity gap –Urgent reform totaxation is needed to address the affordability of •Use universal service funds (USFs) effectively–Insights from a GSMA study show that manyUSFs in Africa are underperforming and havebecome ineffective in closing the connectivity Urgent reform isneeded to addressthe affordability of The Mobile EconomySub-Saharan Africa Uniquemobile SIMconnections 5GPercentage of connections(excluding licensed cellular IoT) 17%1.2%20232030 LicensedcellularIoT connections 81%51%20232030 51m203027m2023 Operatorrevenues andinvestment Mobile'scontributionto GDP $38bn$61bn2023Total revenues Total revenues2030 $140bn20237%of GDP $62bnOperator capexfor the period