2024年欧亚移动经济

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 onLinkedIn Follow the GSMA on X:@GSMA 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 Contents 1.The mobile industry in numbers 2.Mobile industry trends212.15G: growing global momentum but still early days in Eurasia222.2Network APIs: operators aim to unlock new network monetisationopportunities252.3AI: opportunities abound for operators272.4Fintech: smartphone connectivity fuels digital payments282.5Satellite: aerial solutions hold promise to improve connectivity30 4.Mobile industry enablers Executive Growing 5G activities amid The early stages of 5G development are underwayin Eurasia.1Governments in the region areprioritising the technology’s integration intonational development plans, and operators areinvesting in 5G infrastructure and applicationsto meet the growing demand for enhanced Mobile technologies and services contributedaround $200 billion to the Eurasian economy in2023, equivalent to 7.9% of GDP, and supportedaround 770,000 jobs (directly and indirectly)across the region. As 5G takes off, its impact willbe felt across different sectors of the economy Key trends shaping themobile ecosystem Early days for 5G in Eurasia AI opportunities for operators 5G is pivotal for ongoing digital transformationefforts in Eurasia. Currently, seven operatorsacross Armenia, Kazakhstan, Tajikistan andUzbekistan have introduced commercial 5Gservices, albeit with limited coverage. Theinitial focus has been on addressing increasing Mobile operators in the region are integrating AI,particularly generative AI (genAI), to enhancecustomer services, sales, marketing and networkmanagement. Operators such as MTS and Veonare increasingly developing use cases, includingclimate-action solutions and platforms that Operators rally behind the GSMAOpen Gateway initiative 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 bring fresh momentumbehind developing a common set of network Fintech being fuelled by smartphoneconnectivity Aerial solutions hold promise toimprove connectivity The fintech industry has experienced remarkablegrowth in Eurasia as digital payments continue tobe a dominant service. Kazakhstan and Uzbekistanin particular possess thriving fintech landscapesthanks to initiatives such as open banking andthe introduction of digital currencies. Diversepayment methods, including mobile payments, QR The challenging geographies and sparsepopulations of Eurasian countries highlight thesignificant role that aerial technologies could playin improving connectivity. Collaboration betweentelecoms operators and satellite providers willbe crucial to realising this potential. For satellite Policies for growth Policymakers should prioritise spectrum policyto enhance rural coverage, increase networkcapacity in urban areas and incentivise networkinfrastructure investment while avoiding restrictivelicensing terms. Low-band spectrum is vital for At the same time, harmonising EMF rules withinternational standards is essential for efficientnetwork deployment and to preserve theaffordability of services. Furthermore, tax reforms, Low-band spectrum isvital for bridging thedigital gap, especially The Mobile Economy Eurasia Uniquemobilesubscribers Mobileinternetusers CAGR2023-20300.6% SIMconnections 2030 5GPercentage of connections(excluding licensed cellular IoT) 41%0.2%20232030 LicensedcellularIoT connections 93%83%20232030 104m203057m2023 Operatorrevenues andinvestment Mobile'scontributionto GDP $21bn$23bn2023Total revenues Total revenues2030 $200bn20237.9%of GDP $220bn2030 $32bnOperator capexfor the period2023–2030: Publicfunding Employment 530,0002023 $14bn2023 Mobile ecosystem contribution topublic funding (before regulatoryand spectrum fees) Jobsdirectly supported bythe mobile ecosystem Subscriber and technology The mobile industryin numbers Eurasia will have200 million By the end of 2023, 191 million people in Eurasia(78% of the population) subscribed to a mobiles