2024年北美移动经济

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 info@gsmaintelligence.com Contents Executive summary 1.The mobile industry in numbers 2.Mobile industry trends2.15G’s next wave: 5G standalone and 5G-Advanced come into focus2.2Private wireless networks: poised for a new era 3.2The mobile industry’s impact on the SDGs 4.Mobile industry enablers 4.1Spectrum availability as a driver of connectivity 4.2WRC offers a pathway to the future of connectivity Executive The US and Canada continue to be among theglobal frontrunners in 5G adoption, a testamentto the significant investments by operatorsand the strong demand from customers forenhanced connectivity. The rollout of 5G across 5G connectivity is already emerging as apowerful driver of GDP growth, with itscontribution to GDP in North America projectedto exceed $210 billion by 2030, accounting formore than 15% of the region’s overall mobile Key trends shapingthe mobile ecosystem 5G enters its next phase North America continues to be a global leaderin 5G. By the middle of 2024, 5G accountedfor over 55% of connections in the region. 5Gfixed wireless access (FWA) services have alsogained significant traction, with the US reachingnearly 10 million FWA subscribers at the endof Q2 2024. With initial 5G rollouts complete,operators in the region are increasingly shifting A new chapter begins for private Private wireless networks have existed forsome time, but adoption had been relativelylow. Thanks to evolving 4G and 5G networks,however, mobile technologies and networkscan now more tightly link with enterprise needs. Momentum builds behind aerialconnectivity Operators take steps to fulfilgenerative AI’s potential Telecoms 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-terrestrial Operators in North America are adoptinggenAI across various domains, supportingboth internal transformation and new businessopportunities. Much of the focus is on deployinggenAI in customer service departments toenhance employee productivity and delivermore personalised customer offers. GenAI GSMA Open Gateway gains traction By June 2024, 53 operator groups had signedup to the GSMA Open Gateway, representing240 mobile networks and accounting for 67%of mobile connections globally. Between theparticipating operators, all regions are covered;AT&T, Dish, Rogers, T-Mobile US and Verizonare among the operators in North America thathave signed up to the initiative. Many of the early Operators in North Americaare adopting genAI acrossvarious domains, supporting Policies for success Meeting mid-band capacity needs is a challengebecause of the sharing limitations in parts of the3.5 GHz range and the lack of availability of the6 GHz band for licensed mobile in the US andCanada. The launch of the US National SpectrumStrategy in November 2023, which includes the Continued mobile evolution depends on theexpansion of operators’ mobile spectrum holdingsacross low, mid- and high bands to deliver speed,capacity and geographical coverage. Additional For example, mobile networks will need onaverage 2 GHz of mid-band spectrum percountry by 2030. In North America, that goal The Mobile EconomyNorth America Uniquemobile Mobileinternetusers CAGR2023-20301.4% CAGR2023-20301.6% SIMconnections 5GPercentage of connections(excluding licensed cellular IoT) 90%55%20232030 CAGR2023-20301.5% LicensedcellularIoT connections 89%85%20232030 542m2030250m2023 Operatorrevenues andinvestment Mobile'scontributionto GDP Total revenues$311bn$395bn20232030Total revenues $1.3tn$1.4tn4.5%of GDP 2030 $403bnOperator capexfor the period2023–2030: Publicfunding Employment 1.3m jobs2023 2023 $130bnMobile ecosystem contribution topublic funding (before regulatory Directly supported by themobile ecosystem Plus1.3mindirect jobs Defining North America We define North America in this report as the US, Ca