中国移动经济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 across We invite you to find out more atgsma.com Follow the GSMA on Twitter:@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 info@gsmaintelligence.com Contents Executive summary 1.The mobile industry in numbers9 2.Mobile industry trends2.15G's next wave: 5G-Advanced and 5G RedCap gain prominence2.2Network APIs: Chinese operators unite behind ecosystem efforts 3.Mobile industry impact 4.Mobile industry enablers Executive 5G advances to the next level The evolution of 5G can be viewed in terms ofdistinct phases. The initial phase was aboutenhancing fundamental connectivity aspects,including wide area coverage, capacity andsolution reliability. With the number of 5G 5G’s contribution to GDP in China is expectedto reach almost $260 billion in 2030 (23% ofthe overall annual economic impact of mobilein China). The mobile ecosystem also supportsalmost 8 million jobs (directly and indirectly) andmakes a substantial contribution to the funding of Key trends shaping themobile ecosystem 5G-Advanced and 5G RedCapin focus China continues to set the pace for cutting-edge 5G technology standards. Having alreadydeployed 5G standalone (5G SA), Chineseoperators are leading the way in the transitionto 5G-Advanced and 5G reduced capability(RedCap) networks. This is anticipated to Operators embrace network APIs to China Mobile, China Telecom and China Unicomjoined the GSMA Open Gateway initiative aheadof MWC Shanghai 2023. The move demonstratesthe commitment of Chinese operators tocollaborate on the open network API framework.It also brings added scale and expertise to the China is at the forefront ofintroducing 5G new calling According to the GSMA Intelligence Consumersin Focus Survey 2023, two thirds of people inChina who have already upgraded or intend toupgrade to 5G find enhanced video calling a veryor extremely appealing 5G use case. Operatorsare looking to tap into the consumer interest bydeveloping new voice and video calling services. Chinese entities join expandingsatellite ecosystem Advances in AI underpin new servicesand devices Telecoms networks remain the primary formof connectivity, supported by the wide areacoverage of wireless networks and the massproduction and adoption of mobile devices. China's AI sector has seen rapid advancementsince companies received permission inAugust 2023 to release their large languagemodels (LLMs) to the general public. Recent Meanwhile, smartphones are becoming a growingfocus for the commercialisation of generativeAI (genAI), with recent technology advances in Satellite connectivity offers telecoms operatorsaccess to new customers in underserved areasand the ability to provide connectivity foremergency services and existing customerswhere a terrestrial signal is not available. A Policies for growth In 2022, the GSMA published research into theecosystem outlook and economic cost-benefitanalysis for the 6 GHz band. Encouraging resultsfrom those studies helped the mobile industryadvocate for the band to support the continued •Trials have been carried out across differentregions using the 6 GHz band, showing that •China became the first country in the world toidentify the 6 GHz band to IMT in its nationallegislation in June 2023, well before the As the ecosystem looks forward to furtherprogress in 2024, it is imperative that the industryengages closely with regulators and policymakersto implement the new spectrum bands in theirnational legislations in a timely manner to support For China, the stage is setto galvanise the mobile The Mobile Economy China Uniquemobile Mobileinternetusers SIMconnections (excluding licensed cellular IoT) 5GPercentage of connections(excluding licensed cellular IoT) 88%45%20232030 LicensedcellularIoT connections 93%84%20232030 4.1bn20302.6bn2023 Operatorrevenues andinvestment Mobile'scontributionto GDP $1.1tn$970bn5.5%of GDP 2030 $319bnOperator capexfor the period2023–2030: Publicfunding Employment 3.5m jobs $110bn2023 Mobile ecosystem contribution topublic funding (before regulatory Directly supported by themobile ecosystem The mobile industryin numbers The mobile internetusage gap has By the end of 2023, 1.3 billion people in China (88%of the populati