2023年中东和北非移动经济

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 across We invite you to find out more atgsma.com Follow the GSMA on Twitter/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 info@gsmaintelligence.com Contents Executive summary 1.The mobile industry in numbers 10 2.Mobile industry trends2.15G: the next wave2.2Operators look to monetise tower assets 3.Mobile industry impact3.1Operators accelerating adoption of smart city solutions3.2Mobile's impact on the SDGs Mobile industry enablers Executive The Middle East and North Africa (MENA) is home tosome of the global leaders in terms of 5G adoption,reflecting the ambitious rollout plans of operators,backed by enabling regulations and strong demandfrom consumers for new services. 5G networks now contribution to the funding of the public sector, with$20 billion raised through taxation in 2022. Thiseconomic contribution underlines the importanceof stakeholders taking the right steps to sustain the Meanwhile, mobile connectivity continues to serve asa lifeline for society, helping people and businessesto stay connected during challenging periods. Thiswas particularly evident across the MENA regionin 2023 as several countries in the region grappled 5G connectivity is already proving to be a powerfuldriver of GDP growth, with 5G’s contribution to GDPin MENA expected to reach just under $60 billion in2030 (13% of the overall annual economic impact of Key trends shaping themobile ecosystem The shift to circularity gathersmomentum 5G SA and 5G-Advanced will be at theheart of 5G’s next phase By September 2023, six operators in MENA hadalready rolled out 5G SA networks, contributing to15% of the global total. Operators in MENA havealso begun planning for 5G-Advanced. The usecase for 5G-Advanced is straightforward: to enable5G to support new market demands while waiting In response to escalating concerns regardingthe generation of e-waste and the unsustainabledepletion of natural resources, the concept ofcircularity has surged to the forefront of the agendasfor policymakers and industry stakeholders. This Operators look to monetise towerassets Regulatory enablers and innovationhubs fuel fintech growth The majority of tower assets have traditionallyremained in the hands of mobile operators inMENA. However, following STC’s creation of Tawalin 2019, the first tower company in Saudi Arabia,an increasing number of operators in MENA haveembarked upon infrastructure reshuffling, including MENA has experienced a significant surge infintech services, driven by increased investmentsand regulatory enablement. Regulatory sandboxesand dedicated fintech hubs have been importantcontributors to this, with digital payment solutions GCC telcos target stakes in Europeancounterparts International expansionhas been a core growthand diversificationstrategy for GCC telcos International expansion has been a core growth anddiversification strategy for GCC telcos looking foropportunities to scale up and drive new revenueand subscriber growth. Historically, GCC operatorshad bet big on emerging markets across South Asia,Southeast Asia, Sub-Saharan Africa and other parts Key mobile industrymilestones to 2030 Policies for growth and innovation By 2030, an average of 5 GHz of high-band spectrum(mmWave) per market will also be needed tosatisfy demand for different 5G use cases, includingenhanced mobile broadband (eMBB), fixed wirelessaccess (FWA) and enterprise networks. More low- Spectrum harmonisation continues to play a key rolein the success of mobile networks. As spectrum is ascarce resource, ensuring the timely availability ofprime bands should be a priority. 2 GHz of mid-bandspectrum (1–7 GHz) will be required per market, on The Mobile EconomyMiddle East and North Africa The mobile industryin numbers Unique mobilesubscribers inMENA will grow by Mobile subscribers in MENA will reach 550 million by2030, with North Africa accounting for nearly 45%of new subscribers in the region between 2022 and2030. In absolute terms, four countries – Algeria, Mobile penetration in MENA will reach 77% by2030, higher than the global average of 73%. Thepenetration levels vary widely, with the GCC stateshaving an average penetration rate of 89%, while Figure 1 MENA: mobile subscr