2024年亚太移动经济

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: focus shifts to 5G-Advanced and 5G RedCap2.2Open Gateway: operators unite to drive API progress 3.Mobile industry impact 3.2The mobile industry’s impact on the SDGs 4.Mobile industry enablers 4.1Policies to sustain investments 4.2A spectrum roadmap towards 2030: meeting future connectivitydemand Executive Mobile enabling digital transformation The mobile industry continues to underpin therapid digital transformation in Asia Pacific, withadvanced mobile networks enabling innovativeuse cases for consumers and enterprises. The role to just over 1.4 billion users – almost triple thefigure a decade earlier. However, large swathesof the population across the region still remainunconnected, most of them within the usage gap.1 The impact of mobile connectivity is evidenced byits contribution to the economy. In 2023, mobiletechnologies and services generated 5.3% of By the end of 2023, 1.8 billion people in Asia Pacific(63% of the population) subscribed to a mobileservice. Growth in mobile internet penetration has Key trends shapingthe mobile ecosystem 5G: focus shifts to 5G-Advancedand 5G RedCap Commercial 5G standalone (SA) networksare now present in seven countries in AsiaPacific (Australia, India, Japan, the Philippines,Singapore, South Korea and Thailand), providingthe opportunity to develop new 5G applications.Operators in the region are looking to leverage5G-Advanced and 5G reduced capability Open Gateway: operators unite to 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 momentumbehind developing a common set of network APIs.By April 2024, 49 operator groups had signed up Satellites and NTNs: momentumbuilds behind aerial connectivity GenAI: operators seek revenue- Due to the geographical make-up of severalcountries in Asia Pacific, aerial connectivitywill play an important role in realising universalconnectivity. From archipelagos and rainforeststo deserts and mountain ranges, Asia Pacific ishome to some of the most challenging terrainsfor terrestrial networks. As a result, there has Operators across Asia Pacific are harnessing thepower of generative AI (genAI) to drive internaltransformations and seize new revenue streamsthrough AI investment. GenAI has applicationsin various domains – such as customer service,sales, marketing and code development – offeringimmediate opportunities. Moreover, leveraging Consumer trust: stakeholders takesteps to enhance online safety With the rise of online threats targeting individualsand enterprises, there is a risk that consumertrust in digital services will erode. Meanwhile, theproliferation of advanced AI tools, notably genAIapplications, adds a new dimension to the threatlandscape by potentially enabling new typesof attacks and making existing ones harder to The task of maintainingtrust must be viewed asa shared responsibility Policies for growth and innovation For the mobile industry to advance and deliveron digital transformation ambitions, the policyand regulatory environment requires an approachthat supports a conducive environment for rapidgrowth and innovation. Policies that will havea key role towards this objective include thosethat promote investment in networks, reduce The ITU’s World Radiocommunication Conference2023 (WRC-23) opened the doors to a new era ofconnectivity and laid the spectrum foundationsfor mobile to progress into 5G-Advanced and 6G.Importantly, WRC-23 identified 6 GHz (6.425–7.125 GHz) for mobile use by countries in everyITU Region (EMEA, CIS, the Americas and AsiaPacific) and the conditions for its use have been The Mobile EconomyAsia Pacific Mobileinternetusers Uniquemobilesubscribers SIMconnections 5GPercentage of connections(excluding licensed cellular IoT) 45%10%20