2023年北美移动经济

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 summary31.The mobile industry in numbers102.Mobile industry trends262.1.The 5G monetisation imperative grows272.2.Generative AI takes centre stage292.3.eSIM momentum builds312.4.The shift towards circularity gains traction332.5.Growing opportunities for operators as fintech demand surges353.Mobile industry impact383.1.Extending connectivity to underserved areas393.2.Mobile's impact on the SDGs40 Executivesummary 5G enters its next The US and Canada are among the global leadersin terms of 5G adoption, reflecting the ambitiousrollout plans of operators and strong demand fromconsumers for new services. However, followingextensive 5G network buildout over the last few 5G connectivity is already proving to be a powerfuldriver of GDP growth, with 5G’s contribution to GDPin North America expected to surpass $200 billionin 2030 (16% of the overall annual economic impactof mobile in the region). Beyond its contribution toGDP, the mobile ecosystem also supports 2.1 millionjobs (directly and indirectly) and makes a substantial 5G’s contribution to GDP inNorth America is expected to Key trends shaping themobile ecosystem The 5G monetisation imperativegrows adoption. Additionally, eSIM technology has longbeen seen as a major enabler and accelerator of IoTdeployments across multiple sectors. This has led As 5G adoption grows, the monetisation imperativewill escalate. GSMA Intelligence research showsthat the mobile ARPU trend in the US and Canadaimproved in the 12 months after launching 5G.The technology is also having a positive impacton revenue growth for North American operatorsbeyond mobile services, as highlighted by fixed The shift towards circularity gainstraction The concept of circularity has risen up the agendafor policymakers and industry players in lightof growing concerns around the generation ofe-waste and unsustainable levels of consumption ofnatural resources. Although the technical lifespanof a mobile device is now between four and sevenyears, the average use period of mobile devices Generative AI takes centre stage Mobile operators have utilised AI for a while nowto varying degrees. However, the emergenceof generative AI has pushed the envelope on AIcapabilities and thrust AI technology into boardroomconversations globally. With generative AI tools,operators can attempt to automate more complexcustomer service functions that require a better Growing opportunities for operatorsas fintech demand surges GSMA Intelligence survey data shows that between2020 and 2022, the share of 4G/5G smartphoneusers in the US using their devices for financialservices on a daily basis grew by four percentagepoints on average across mobile banking, onlineshopping, paying bills and contactless payments.This reflects growing momentum behind digitalfinancial services as the competition heats up in eSIM momentum builds The last few years have been crucial for eSIMdevelopment and commercialisation, highlightedby Apple’s launch of eSIM-only smartphones inSeptember 2022 in the US and Canada. Therehas since been an acceleration in operator eSIM Key mobile industrymilestones to 2030 Policies for growth The success of 5G rollouts depends on operators’ 5Gspectrum holdings across low, mid- and high bandsto deliver both speed and geographical coverage.Additional spectrum can boost the provision of cost-efficient investment and enhance network quality Access to more low-band spectrum (470–694MHz) is on the WRC agenda for countries inEurope, the Middle East and Africa, which canwiden harmonisation of existing low bands in NorthAmerica. The future of mid-band spectrum is also The Mobile EconomyNorth America Defining North America We define North America in this report as the US, Canada, Greenland and the Caribbean (for The Caribbean includes the following countries or territories: Anguilla; Antigua and Barbuda; Aruba;Bahamas; Barbados; Bermuda; Cayman Islands; Curacao; Dominica; Grenada; Guadeloupe; Haiti;Jamaica; Martinique; Montserrat; Puerto Rico; Saint Kitts and Nevis; Saint Lucia; Saint