b2b技术服务运营商的机会

Sizing prospects for growth in financial services, 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 at www.gsma.com Our team of analysts and experts produce regular thought-leadingresearch reports across a range of industry topics. www.gsmaintelligence.cominfo@gsmaintelligence.com Authors Tim HattHead of Research Vivek GautamAnalyst, Verticals & Silvia PreselloLead Analyst 01 Executivesummary 03 AutomotiveAviationPage 15 04 State of the market Four priority sectors account for a third ofthe opportunity Operators look beyond the core network business 04 01 With slow ARPU growth in the mobile and fixed connectivitybusiness, revenue diversification remains an imperative foroperators. They have pursued various strategies, includingoffering digital services in the B2C segment and technology In 2023, financial services, manufacturing, automotive andaviation offered addressable opportunities of $59 billion,$61 billion, $22 billion and $16 billion, respectively, and areexpected to grow at CAGRs of 10.9%, 12.1%, 12.0% and 8.4%between 2023 and 2030. Together they account for around B2B is driving significant growth opportunities 02 Riding the digital transformation wave, operators have seenfaster growth on average in the B2B segment than in B2C.With demand expanding for solutions across a range oftechnology areas (cloud, edge, IoT, security), B2B still offers 05 A new mindset and operational changes arerequired to win To succeed, operators must adopt an enterprise-centric,solution-oriented approach, behaving more like IT consultantsthan connectivity sellers. They need to consolidate andsimplify their enterprise portfolios, adapt their sales and The addressable opportunity amounts to morethan $400 billion 03 GSMA Intelligence estimates that $400 billion is currentlyaddressable for operators, incremental to what they currentlymake from core telecoms. To put that in perspective, $400billion is around 35% of the global mobile operator revenuebase, underlining the potential magnitude. However, this and the The market in numbers 37% 12.1% 10.9% 34% The financial servicesvertical offers significantopportunities across cloud,edge and cybersecurity,with the addressable The addressable marketfor B2B technologyservices in manufacturingis set to grow at a CAGRof 12.1%, reaching $136billion by 2030. Usecases enabled by edge, The total revenueopportunity for B2Btechnology servicesbeyond core telecomsis projected to growsignificantly faster than for Manufacturing, financialservices, aviation andautomotive together 02 01 The B2B opportunityPage 602 opportunity Financial servicesManufacturingSizing the markets 04 Methodology and definitions Research methodology Key components of B2B services To size the total available B2B market, revenueestimates were developed for each technologysegment (cloud & data centres, cybersecurity, IoT,others and core telecoms) by triangulating datafrom multiple sources including GSMA Intelligence Technology servicesbeyond core Core telecoms •SD-WAN, edge networking, private wirelessnetworks•MPLS WAN, IP VPNs, leased lines, Ethernet, •Cloud and data centres – public and privatecloud (IaaS, PaaS, SaaS), cloud professionalservices, virtual desktop infrastructure, •Cybersecurity – incident detection andresponse, threat intelligence, data protection, To estimate the addressable B2B opportunity foroperators, we began by taking a current view of thetechnology solutions offered by a representative set ofoperators (the largest operators). These were mappedfirst to segments for technology services beyondcore and then to established solution and serviceareas within each segment. The total addressable •IoT – IoT connectivity, platforms, associatedprofessional and managed services•Others –big data and analytics, AI-related The opportunity by vertical was estimated throughdata triangulations based on multiple data points,including enterprise technology spend (overall and Methodology and definitions The B2B market is increasingly important to The incrementalrevenue opp