2024年拉丁美洲移动经济

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-makingand long-term investment planning. The data is used as 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: momentum builds in Latin America2.2Network APIs: operators target new revenue opportunities 3.Mobile industry impact 4.Mobile industry enablers Executive Unlocking the full potential of mobile By the end of 2023, 418 million people in LatinAmerica (65% of the population) used mobileinternet – an increase of 75 million over the lastfive years. While the pace of change has been fastin recent years, progress going forward will be The economic contribution of mobile underlinesthe need for stakeholders to take the right stepsto sustain the impact of mobile services on thedigital economy. In 2023, mobile technologies andservices generated 8% of GDP in Latin America Key trends shaping themobile ecosystem 5G gains traction In Latin America, 29 operators across 10 countrieshad launched commercial 5G services as of April2024. Several others plan to roll out services overthe coming years. For the pioneer operators,5G adoption is approaching mass-market levels.For example, Movistar Chile disclosed at MWC As in most regions, early 5G use cases in LatinAmerica revolve around enhanced mobilebroadband (eMBB) and fixed wireless access(FWA) services to meet growing demand for Operators unite to drive progresswith APIs By March 2024, 49 mobile operators hadjoined the GSMA Open Gateway Initiative.These represent approximately 65% of global In December 2023, Brazilian operators Claro,TIM Brasil and Telefónica’s Vivo launched threenetwork API services (Number Verify, SIM Swapand Device Location) focused on improvingdigital security as part of the Open Gatewayinitiative. There have been positive early signs. Partnerships between telcos andsatellite providers aim to bridge the eSIM adoption to gather pace Around a third of mobile network operators inLatin America had launched eSIM service forsmartphones as of June 2023. The rollout includes30 operators across 14 countries. However, Telecoms networks remain the primary form ofconnectivity, supported by the wide area coverageof wireless networks and the mass productionand adoption of mobile devices. However, inrecent years, advances in satellite and other At the end of 2023, 5% of smartphone connectionsin Latin America used eSIM. This will grow to 16%by the end of 2025, and 75% by the end of thedecade. The sharp increase in eSIM adoption willbe driven by device vendors introducing eSIM- A number of collaborations between telcosand satellite providers have been announcedto improve connectivity in hard to reach areas.Further partnerships are expected in 2024 as Operators explore the potential of Mobile operators have used AI for some timeacross different parts of their operations. Much ofthe early work has focused on improving customerservice and delivering personalised productsuggestions. Meanwhile, network use cases Operators are also exploring opportunities togenerate additional revenue streams by leveragingAI technology in their IoT solutions for sectors suchas agriculture and utilities. As new generative AI A number ofcollaborations betweentelcos and satellite Policies for growth and innovation The usage gap represents a persistent challengeacross the region. Despite living in areas withmobile internet coverage, many people in LatinAmerica do not use mobile services. This islargely because they cannot afford them or donot know how to use mobile devices. Meanwhile, Digital development requires joined up effortsbetween the private sector and governments.While operators invest in the deployment ofdigital infrastructure, public policy establishesthe regulatory framework and commercial The usage gaprepresents a persistent The Mobile EconomyLatin America Uniquemobile Mobileinternetusers CAGR2023-20301.7% CAGR2023-20303.3% SIMconnections 2030 5GPercentage of connections(excluding licensed cellular IoT) 55%5%20232030 Licensedcel