GSMA开放网关：2024年上半年市场状况

The supply side is in place; focus now shifts to demand 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-leadingresearch reports across a range of industry topics. www.gsmaintelligence.cominfo@gsmaintelligence.com Authors Peter JarichHead of GSMA James JoinerLead Analyst Tim HattHead of Research Contents GSMA OpenGateway in contextPage 10 04 GSMA OpenGateway innumbers 03 05 SolutioncomparisonPage 3206 01 Executivesummary The opportunityahead for GSMAOpen Gateway GSMA Open Gateway is based on a simple idea: leverage the power ofmobile networks globally by opening up access to network capabilities When we established GSMA Open Gateway in 2023, we believed in this idea butcould not have imagined the level of support to come – and how quickly it arrived.To date, we have nearly 50 operators signed up, representing almost two thirds Focus must now be on delivery. There are 17 APIs in use, with a further 11 definedin CAMARA, covering use cases such as anti-fraud, quality on-demand and edgecompute. We would like operators, the developer community and others to take fulladvantage of these capabilities. Examples that speak to this engagement include US There is a window of opportunity, but this will not stay open forever. We encouragemore operators to participate, and a deeper set of engagement with developersand other distribution partners (particularly GSMA Open Gateway aggregators), as I’m excited about the opportunity ahead and the work required to deliver on thatopportunity. I hope this first State of the Market report helps provide data andinsights on progress and challenges, and that we can track these over time, including Henry CalvertHead of NetworksGSMA State of the market Big-picture strategic goals Two thirds of the telecoms sector covered 04 01 The ultimate goal is to leverage the APIs in the GSMA OpenGateway library to drive incremental mobile revenues. Part ofthis is about helping stimulate a long-subdued revenue growthtrend, under pressure following smartphone saturation. However,it is also about validation that the 5G enterprise story is real,with developers a new vehicle to monetising 5G network assets A year on from the launch of GSMA Open Gateway, nearly 50operators accounting for 65% of global mobile market sharehave signed up. This shows clear intent to establish the supplyside of the API equation, with nine operators committing in MWC as a launchpad 02 For any big technology announcement, the stage matters. ForGSMA Open Gateway, MWC 2024 provided a global platformand a chance to leverage the power of combined voicesfrom the CEO level on the urgency to use APIs to monetise5G networks. The pace of operator sign-ups has moderated It takes a village 05 The ultimate impact of this sector-wide API strategy relieson the participation of scaled distribution partners, mostimportantly hyperscalers and Open Gateway aggregators– companies that connect multiple operators to multipledevelopers. These companies have already amassed legionsof developers and go-to-market channels that the operators Easy wins versus slow burns 03 Many of the early API launches have focused on fraud preventionand security, using SIM Swap and Number Verification. Theserepresent easy wins, given the ever-present risks from fraudstersand breaches for operators and their customers. Other parts ofthe API library are also being deployed (e.g. Device Location,Quality on Demand) but more selectively. Across the total Numbers to note 65% 24% 17 2x APIs in the GSMAOpen Gateway Growth in operatorscommitted over the European share ofthe global API base Global marketshare coverage The geographic breakdownof operator commitmentsindicates regions at par,above or below theirestablished market share.Europe, for example, is As of March 2024, 49 mobileoperators had committedto GSMA Open GatewayAPIs. This representsapproximately 65% of global The premise of GSMAOpen Gateway is that byoffering APIs with commonstandards, developerscan