AI智能总结
May 2024 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, theGSMA delivers for its members across three broadpillars: Connectivity for Good, Industry Services and GSMA Intelligence is the definitive source of globalmobile operator data, analysis and forecasts, andpublisher of authoritative industry reports and research.Our data covers every operator group, network andMVNO in every country worldwide – from Afghanistan to 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 ofindustry topics. We invite you to find out more at gsma.comFollow the GSMA on X: @GSMA www.gsmaintelligence.cominfo@gsmaintelligence.com Author Peter Jarich, Head of GSMA Intelligence Contents Executive summary ...........................................................................................................41. 5G’s evolution and the mobile core .............................................................................62. The need to think beyond standards evolutions.........................................................93. Service trends that will impact the way core networks are built .............................13Media escalation................................................................................................................13Media diversification ..........................................................................................................155G B2B ..............................................................................................................................16Service demands and demanding services .......................................................................184. How an evolved 5G core will be impacted by service trends .................................20 Executive summary We are at an undeniably pivotal time for 5G growth and uptake. On the path to 2 billionconnections before the end of 2024, 5G is forecast to exceed the combined number of 2G and 3Gconnections by the middle of 2024 – an incredible accomplishment. Beyond simply reaching newusers and enhanced scale, 5G will also connect with new industries and new use cases, and Source: GSMA Intelligence Despite its success, it is well acknowledged that 5G has yet to deliver on some of its foundationalpromises. Many of today’s 5G eMBB services could be delivered by 4G networks. Meanwhile, newand innovative 5G use cases are still evolving and 5G monetisation remains a work in progress formany operators. This explains the intense interest in 5G’s evolution. For some operators, this Of course, evolving today’s 5G services and networks (i.e. bringing the 5G-Advanced era to life)will require new investments. More importantly, it will require the right investments. New RANcapabilities will be needed, including new antenna capabilities, reduced capabilities (RedCap),passive IoT, extended use of mmWave and improved uplink performance, among many other Core network investment and innovation, however, is just as critical – if not more so. The mobilecore, after all, enables and secures the services that are delivered to users via the RAN. It isresponsible for supporting operator strategies around 5G monetisation along with simply meeting It’s best to think about these evolutions in terms of service demands and their impact on corenetwork capabilities. While end users will continue to consume more and more media, the formatswill be increasingly diverse. Meanwhile, operators will continue to focus on B2B services as acritical 5G revenue upside. Across both the media and B2B service landscapes, however, thecontent and application requirements will become ever more demanding – unless key performancemetrics are met, the services and applications will simply fail to work. Against this backdrop, therequired core network capabilities follow logically. Performance of core network solutions will needto be boosted – increased user scale, increased upstream and downstream bandwidth, latency Source: GSMA Intelligence 1. 5G’s evolution and the mobile core 2024 will mark the sixth anniversary of 5G services. By all accounts, the growth story has beenremarkable: at the end of 2023, there were 1.6 billion 5G connections, commercial 5G servicelaunches by 332 operators in 116 markets and 5G spectrum allocations in more than 95 markets.2020 began with 5G representing less than 1% of global connections, but by the end of 2023 the However, 5G has yet to fully