2024年研究主题：塑造行业并推动我们关注的主题

Topics shaping the industry and driving our focus 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 itsmembers across three broad pillars: Connectivity for Good,Industry Services and Solutions, and Outreach. This activity 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-party industry players,to support strategic decision-making and long-term investment Our team of analysts and experts produce regular thought-leading research reports across a range of industry topics. We invite you to find out more atwww.gsma.com Follow the GSMA on Twitter:@GSMA www.gsmaintelligence.com AuthorsPablo Iacopino, Head of Research and Commercial Content Peter Jarich, Head of GSMA Intelligence Introduction: our 2024 Research Themes 2024 Research Themes narrative Throughout 2023, we have analysed important developments and trends spanning all areas of the telecoms industry andwider digital ecosystem. As the industry will continue to evolve in 2024, how will our Research Themes change? Most ofthe 2023 themes will continue to run their course; though some of them will have new angles to analyse. We will also 5G and network transformation Services and devices • 5G connections will grow from 1.6 billion to 2.1 billion between theend of 2023 and the end of 2024, making the assessment of5Gmonetisationmore important than ever.Operatorswill increasinglyseek to leverage enhanced connectivity (e.g. 5G, fibre) to • B2Bhas been a key theme for years. In 2024, there will be abigger focus on how the industry can move from singleinitiatives to sector-wide deployments; will the industry make • In B2C, the link between innovation in connectivity,devicesanddigital serviceswill be stronger than ever, as mobiledevices have emerged as the largest platform for consumingdigital entertainment content and services. How willconsumer propositions and tariff models evolve? Is extended • But this can only be achieved through furthernetwork innovation while balancing investments and returns. We will be looking toanswer a number of important questions. Will SA 5G rollouts finallytake off? What will the early days of 5G-Advanced look like? Will 2024 Research Themes narrative The new standalone themes: generativeAI and eSIM Spectrum, mobile and sustainabilityimpacts • Mobile technology andspectrumhave been a key enablerof socioeconomic developments for more than threedecades. 2024 will certainly go a long way too, withfurther progress (and research) expected on addressing • GenAItook centre stage in 2023 and will no doubt capturegrowing attention and investment in 2024, making the • 2023 has been the strongest year ever foreSIMin termsof new devices being launched and progress with servicecommercialisation. New standards have also been • A big focus will be on the implications of the WorldRadiocommunication Conference 2023 (WRC-23) on thespectrum outlook for 5G and beyond, as well as onbridging mobile connectivity investment gaps(including • Meanwhile thesustainabilityimperative will reach newheights in telecoms as well as across all other industries –a reminder of the growing importance of ESG. Operators seeking new growth in connectivity and beyondThe technologies, services and business models driving change 2024 areas of focus •New revenue growth trends:main drivers of growth(overall and by category of service: connectivity and digitalservices); balancing revenue growth, profitability and Mobile revenue growth globally in 2024 (1.6% CAGR during 2023–2028) •Success in connectivity and beyond:the role ofenhanced connectivity (e.g. mobile 5G, fibre, 5G FWA) toaccelerate growth in digital services; operators leading on Revenues generated by services beyond traditional core telecoms(B2B and B2C in aggregate, for the 16 major operators analysed) Revenue growth for services beyond traditional core telecoms,compared to low-single-digit growth of traditional core telecoms (e.g. •Operators in B2B:strategic objectives and valuepropositions; speed of revenue growth; technologies andservices driving growth; innovation in connectivity and Key 2023 research •Operators in B2C:strategic objectives and valuepropositions; speed of revenue growth; technologies andservices driving growth; innovation in connectivity and •Operator revenue growth and innovation strategies: