2024年全球移动趋势

•xxx•xxx•xxxGlobal Mobile Trends 2024Enter AI and the‘open of everything’ GSMA Intelligence is the definitive source of global mobile operator data,analysis and forecasts, and publisher of authoritative industry reports andresearch. Our data covers every operator group, network and MVNO in everycountry worldwide – from Afghanistan to Zimbabwe. It is the most accurateand complete set of industry metrics available, comprising tens of millions ofindividual data points, updated daily. The GSMA is a global organisation unifying the mobile ecosystem todiscover, develop and deliver innovation foundational to positive businessenvironments and societal change. Our vision is to unlock the full power ofconnectivity so that people, industry and society thrive. Representing mobileoperators and organisations across the mobile ecosystem and adjacentindustries, the GSMA delivers for its members across three broad pillars:Connectivity for Good, Industry Services and Solutions, and Outreach.This activity includes advancing policy, tackling today’s biggest societalchallenges, underpinning the technology and interoperability that makemobile work, and providing the world’s largest platform to convene themobile ecosystem at the MWC and M360 series of events. GSMA Intelligence is relied on by leading operators, vendors, regulators,financial institutions and third-party industry players, to support strategicdecision-making and long-term investment planning. The data is used asan industry reference point and is frequently cited by the media and by theindustry itself. We invite you to find out more atgsma.comgsma.comFollow the GSMA on X:@GSMA@GSMA Our team of analysts and experts produce regular thought-leading researchreports across a range of industry topics. www.gsmaintelligence.comwww.gsmaintelligence.cominfo@gsmaintelligence.cominfo@gsmaintelligence.com GLOBAL MOBILE TRENDS This report is the latest edition ofthe Global Mobile Trends series. 5G’s next waveExecutive summary5G-AdvancedFixed wireless accessGenerative AICloud and edgeeSIMThe future of entertainmentSatellites and NTNsPrivate wireless networksSustainability and circularity Much has changed since our firstpublication in 2015. Technology hasadvanced and companies have comeand gone. As always, the purpose is simple:understand the biggest and mostimportant things happening intelecoms and the broader TMTindustries, and explain what theymean for people, companies andgovernments. GLOBAL MOBILE TRENDS Executivesummary 5G’s next wave5G-AdvancedFixed wireless accessGenerative AICloud and edgeeSIMThe future of entertainmentSatellites and NTNsPrivate wireless networksSustainability and circularity Four cross-cutting themes Private wireless forall tastes Satellites and non-terrestrial networks(NTNs): win–win? Generative AI(genAI) and the artof the possible 5G enters a newwave, with newurgency At the end of 2022, 50% ofoperators surveyed claimed tohave private 4G, and 34% hadlaunched or were testing private5G. A year later, the 5G figurehad almost doubled to 64%. Thisreflects a response to enterprisedemand for customisedsolutions at or near theirpremises, alongside the ability toincorporate edge computing andIoT into service packages. The rapid rise of AI is the biggesttech story of the last year, withfar-reaching implications forcommerce, employment andsecurity. Telco forays into AI havestarted with internal priorities(e.g. troubleshooting networkfaults). This is pragmatic but onlyscratches the surface. Satellites have quietly moved intothe mainstream since 2016 whenSpaceX’s original LEO constellationproposals were made. 2023 was aturning point, driven by improvedeconomics, capacity gains and theenshrining of NTN standards into5G new radio (3GPP). 5G adoption is edging towards20% globally, up 7 percentagepoints (pp) over the last 12months. This is positive news,given the tariff upsell potentialfrom the transition from 4G, withplenty of room to move into. However, the rise in 5G has notmaterially altered mobile revenuegrowth, which stands stubbornlylow. Economic weakness hasplayed its part, but a biggerissue is that price premiumsare eventually competed awayin the absence of a ‘killer app’that people will pay more for.Meanwhile, the B2B story isstill developing around privatewireless networks, edge andIoT. B2B remains a focus for theindustry, with the launch of thenext iteration of 5G networksan important underpinning forgrowth over the next three years. Satellite provides telcos with a routeto reach revenues not previouslypossible; GSMA Intelligenceestimates an annual run rate of$30–35 billion by 2035, equivalentto a boost of 2.0–2.5% to the currentmobile revenue base. It also impliesa closing of the coverage gap (stillat 7% of the global population) andinternet divide. 2024 is likely to see genAIsupporting growth throughsmarter services and marketing.Data monetisation, in particular,deserves more attention, withproducts such as AWS TelcoData Lake provin