频谱集对私有和公共移动网络的影响

The Impact of SpectrumSet-Asides on Private andPublic Mobile Networks May 2024 The GSMA represents the interests of mobileoperators worldwide, uniting more than 750operators with nearly 400 companies in thebroader mobile ecosystem, including handsetand device makers, software companies,equipment providers and internet companies, as GSMA Intelligence is the definitive sourceof global mobile operator data, analysis andforecasts, and publisher of authoritativeindustry reports and research. Our data coversevery operator group, network and MVNO in GSMA Intelligence is relied on by leadingoperators, vendors, regulators, financialinstitutions and third-party industry players, tosupport strategic decision-making and long- For more information, please visit the GSMAcorporate website atgsma.com Follow the GSMA on Twitter/X:@GSMA For spectrum information, please visitwww.gsma.com/spectrum/. Our team of analysts and experts produceregular thought-leading research reports across To contact the Spectrum Team, please contactus atwww.gsma.com/spectrum/contact-us/ www.gsmaintelligence.cominfo@gsmaintelligence.com Authors: Jakub Zagdanski, Senior EconomistPau Castells, Head of Economic AnalysisKalvin Bahia, Senior Director of Economics Contents Executive summary 1.The digitalisation of enterprises:5G infrastructure and spectrum options 2.Do set-asides accelerate the digitalisationof enterprises? 3.The impact of set-asides on public mobile networks 24 Executive summary When considering all relevant variables,there is no indication that the introduction Set-asides therefore present a trade-off. Until now,there has been no empirical evidence availableon the magnitude of each effect. This research 1.Networks need to keep up with the demandsof cutting-edge services and their use cases The digitalisation of enterprises offers thepromise of substantial gains in productivity.Policymakers are therefore seeking to promotethe digital transformation of industries. Their 3.Analysis of the impact of set-asides showsno evidence of a positive effect on the The analysis finds no indication that spectrumset-asides can accelerate the digitalisationof enterprises.This is consistent whether weexamine the impact of set-asides on eitherthe adoption of private networks or IoTconnectivity by enterprises. Any apparentassociation between set-asides and theadoption of private networks or IoT can be 5G caters to these needs by design, offeringsupport for digital solutions such as massiveIoT communications, cloud storage andcomputing, and AI. For businesses, the primaryroute to 5G solutions is the public networkoperators and their end-to-end offerings,including access to shared public infrastructure The lack of association between set-asidesand the adoption of private networks can beexplained by the availability of alternativeoptions for spectrum access. Enterprises canaccess complete private network solutions(including spectrum) from public mobilenetwork operators. A further option for 2.There are various options to make spectrumavailable as regulators look to foster Just like their public counterparts, privatewireless networks require radio spectrumto operate. Given the interest in privatenetworks, regulators are examining differentoptions to enable access to spectrum byindustries. These include spectrum sharingframeworks, leasing obligations attached to Examining the other side of the trade-off, thisanalysis finds that the amount of spectrumavailable to public mobile networks impactsnetwork quality. An additional 100 MHz ofspectrum was associated with downloadspeeds that are 24% higher (equivalentto 4.5 Mbps in terms of average global This analysis examines the impact of spectrumset-asides. On the one hand, set-asidesprovide certainty of access and tenure forenterprises, potentially incentivising privatenetwork adoption and digitalisation. On the or private networks impacts the relativecost of each solution. As the cost saving ispassed on to prospective users, the use ofprivate networks with set-aside spectrum iseffectively subsidised. This can put solutions 4.Policymakers should be wary of simplecorrelations and one-sided analysis that The results of this study highlight the needto consider the unintended and undesiredconsequences of spectrum set-asides,particularly as there is no evidence of aclear benefit. We advise caution in relyingon spectrum set-asides as a framework While the evidence of this study provides earlyinsight into the impact of set-asides, emergingevidence on the impacts of different spectrumaccess frameworks should be continuouslyevaluated. Policy decisions should be re- Offering set-aside spectrum at reduced orno cost can also lead to distorted incentivesin the market for digital solutions and 1.The digitalisationof enterprises: 1.1Meeting the needs of digitalisedindustries with wireless infrastructure The digitalisation of enterprises is set to bringthe next wave of productivity growth. As w