2023年欧洲移动经济

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 2.Mobile industry trends2.1Unlocking the revenue potential of 5G2.2Transforming networks 3.Mobile industry impact 36 3.1Operator progress with sustainability 3.2Mobile's impact on the SDGs 38 4.Mobile industry enablers Executive Digital technologies are playing a crucial role inEurope as economies advance their efforts toembrace green and digital transformation. 5Gconnectivity is serving as a catalyst for GDP growthand a powerful tool to help combat climate change. In The contribution from mobile technologies andservices to social and economic progress in Europecontinues to grow. 5G connectivity and services areset to generate economic benefits of €153 billion in2030. It is therefore imperative that stakeholders take 5G connectivity and servicesare set to generate economic Key trends shaping themobile ecosystem Unlocking 5G’s revenue potential Reigniting satellite connectivity In Europe, attention is shifting to 5G monetisation,as operators seek returns on their significantcapital outlays. Speed-based tariffs and bundlesthat package content and services with mobilesubscriptions offer ways to grow average revenue Satellite broadband is being reinvented throughthe low Earth orbit (LEO) constellation model. Thisunderpins a growing list of partnerships betweenmobile operators and satellite companies. In manycases, operators are partnering with satellitecompanies for wholesale satellite backhaul access.Direct-to-device (D2D) agreements are also growing The transition to 5G SA should add further impetusto 5G monetisation efforts by introducing newcapabilities, including improved support for networkslicing. While 5G SA deployments in Europe havebeen trailing other regions, recent launches by Transforming networks There is a need to rethink the design of telecomsnetworks to meet evolving connectivityrequirements and enable the rapid expansion ofdata-driven technologies (AI and web 3.0). As well To manage increasing complexity, operators needto invest heavily in network automation, includingthe use of AI and machine learning, as well assoftware skills. These allow customised connectivity Exploring the role of generative AI Shifting to circularity Circularity is a priority for policymakers and industryplayers. This involves considering the right use ofmaterials, developing long-lasting devices and usingrecyclable materials. However, behavioural changeamong consumers is needed to extend the average It has been less than a year since ChatGPTlaunched, introducing much of the world togenerative AI. Since then, competitors have emergedand businesses have begun to explore how to use Despite the potential to reap significant benefitsfrom the application of advanced AI, ethicalconcerns around the technology still need to be Growing fintech opportunities 4G/5G users in Europe are increasingly relying ontheir smartphones for financial services. The shift hasdriven enhancements in the fintech sector, includingnew solutions for customers and the modernisation Key mobile industrymilestones to 2030 Policies for growth and innovation For Europe, achieving global leadership in thedigital economy and environmental sustainabilityrequires ambitious infrastructure targets, includingfull 5G coverage. However, significant disparitiespersist in 5G deployment, particularly in ruralareas, with an estimated investment gap of at least Effective spectrum policy can help spur strong andsustainable economic growth and ensure 5G forall European citizens and businesses by the endof the decade. The review of EU spectrum policypresents an opportunity for reform, allowing forfurther harmonisation in terms of spectrum licensing The Mobile EconomyEurope Operator revenuesand investment The mobile industryin numbers Europe will havemore than500 million unique With growth of 11 million subscribers between 2022and 2030, Europe will reach 507 million by 2030. Unique mobile subscriber penetration in Europewill reach 92% of the population by 2030 – highertha