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The GSMA is a global organisation unifying the mobileecosystem to discover, develop and deliver innovationfoundational to positive business environments and societalchange. Our vision is to unlock the full power of connectivityso that people, industry, and society thrive. Representingmobile operators and organisations across the mobileecosystem and adjacent industries, the GSMA delivers for GSMA Intelligence is the definitive source of global mobileoperator data, analysis and forecasts, and publisher ofauthoritative industry reports and research. Our data coversevery operator group, network and MVNO in every countryworldwide — from Afghanistan to Zimbabwe. It is the most 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 regular thought-leading research reports across a range of industry topics. Follow the GSMA:@GSMA gsmaintelligence.com info@gsmaintelligence.com This report was authored by GSMA Intelligencewith support from AECC. The Automotive Edge Computing Consortium (AECC) isan association of cross-industry, global leaders workingto explore the rapidly evolving and important data andcommunications needs involved in instrumenting billions ofvehicles worldwide. The AECC’s goal is to find more efficientways to support the high-volume data and intelligent Published February 2024 AuthorsSilvia Presello,Lead AnalystTim Hatt,Head of Research and Consulting Contents Executive summary 1The evolution of edge 1.1A call for uniformity1.2Why edge matters1.3Edge drivers 2Competitive landscape 2.1The edge computing landscape is highly fragmented2.2Fragmentation spurs co-opetition and partnerships 3Enabling the edge: tech innovations pushing 3.1Private 5G spurring new applications and services3.2Edge computing and AI for automation3.3Ground and space network integration stimulating 4Outlook 4.1Positive investment sentiment for edge4.2Integration with legacy IT: the number one barrier4.3Bridging the gaps: use cases and proof points 1Contents Executive Surveying the edge as it comes into its own Interest in edge computing gathered momentum in2023, in line with the broader enterprise digitisationmovement taking place in multiple industries. Severalfactors are behind the momentum, including growingIoT deployments, compute capacity and processingupgrades, 5G network expansion, and the exponentialgrowth of data traffic. Improving economic conditions GSMA Intelligence conducted a survey in June and July2023 to evaluate investment sentiment, challenges,costs and opportunities for edge computing. Thesurvey involved 400 executives from companiesacross the value chain, including mobile operators, New industries enter the frame The automotive industry has historically been a majordriver for edge investments, and there remains positivesentiment for edge in connected vehicle service areasinvolving security and data storage, for example.Playing to this demand, connected vehicle services are models anchored in data analytics. Examples includeVR broadcasting of sports matches, on-site training ofoil & gas engineers, or car manufacturers monetisingdata assets (such as traffic information and driving The diversification into new industries reflects arecognition of how localised computing infrastructurecan enable new product areas. However, it alsoreflects the latent but fast-moving experimentationwith artificial intelligence (AI) large language models(LLMs) embedded within computing that are bringing However, other industries are now entering the frame.Consumer electronics is viewed as having the highestsales potential (32% of survey respondents rate it asthe No.1 sector), followed by media & TV (17%) andretail (10%). The sentiment speaks to use cases in On the investment front, telecoms operators continueto be seen as the main buyers of edge infrastructure,with around 50% of surveyed companies ratingoperators the top group. IoT providers and systemsintegrators are next (43%), followed by equipment However, the structure of edge investments ischanging to incorporate cost and revenue sharing,which means that the lead contractor may increasinglybe an equipment vendor (e.g. Nokia or Ericsson),supported by an operator. This co-opetition reflects IT integration remains a barrier The integration of edge computing into existing ITenterprise networks is a key challenge. Enterprisesshould view edge computing as a component of theirbroader enterprise digital strategy, which includes private networks and slicing. Fully completing thetransformation may take three to five years, but The evolution 1.1A call for uniformity Edge computing refers to the movement of computing resources, such as thosefor storage and networking, from a centralised public/private cloud to the edgeof the network. This means bringi