2023年亚太移动经济

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 acrossthe mobile ecosystem and adjacent industries, the GSMA We invite you to find out more atgsma.com Follow the GSMA on Twitter:@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 trends2.1The 5G monetisation imperative grows2.2Generative AI on the rise 3.2Mobile operators improving public service delivery42 3.3Mobile addressing climate change issues 4.Mobile industry enablers444.1Policies for growth and innovation454.2Effective spectrum policy: meeting future connectivity demand48 Executive 5G momentum builds Mobile connectivity continues to be at the core ofdigital innovation in Asia Pacific,1enabling a widerange of transformative technologies for individualsand enterprises, and helping governments to deliverpositive impacts for society. Authorities across theregion are implementing initiatives to integrate 5G will underpin much of the innovation and newservices on mobile-based platforms in the comingyears, helped by the rapid rollout and adoption ofthe technology in the region. Asia Pacific is hometo pioneer 5G markets, such as Australia, Japan,Singapore and South Korea, where the technology In 2022, mobile technologiesand services generated justunder 5% of Asia Pacific’s GDP Key trends shaping themobile ecosystem 5G: the growing monetisationimperative is only around three years. Governments andindustry players have a role to play in incentivisingconsumers, such as by building new channels andsuppliers to collect, refurbish and resell devicesand implementing awareness campaigns on As 5G adoption grows, the monetisation imperativewill escalate. A ‘wow’ factor is required to attractnew customers or incentivise existing ones towardshigher spend. Extended reality (XR) is a strongcandidate here, having the potential to usher in anew age of immersive consumer experiences thatbenefit from 5G’s advanced capabilities aroundspeed, latency and capacity. 5G fixed wireless Consolidation drives scale andefficiency The wave of telco consolidation in Asia Pacific hascontinued into 2023, with the announcement thatDialog Axiata and Bharti Airtel plan to merge theiroperations in Sri Lanka. Driving this trend is theneed to ramp up investments to fuel 5G rollout,improve network performance for customers andachieve efficiency gains amid growing competitionand narrowing margins, as evidenced by the The rise of generative AI Mobile operators have utilised AI for a while nowto varying degrees. However, the emergenceof generative AI has pushed the envelope onAI capabilities and thrust AI technology intoboardroom conversations globally. Operators willuse advanced AI models, such as ChatGPT, beyondnetwork functions to deliver a smarter and morepersonalised customer experience. Developments in Mobile is fuelling fintech Regionally, Asia Pacific has one of the fastest-growing fintech industries, including massive maturemarkets such as India and emerging ones such asVietnam and Indonesia. The continued growth inthe fintech sector, especially since the Covid-19pandemic, has improved the level of financialinclusion in the region, resulting in an increase inmobile money accounts, point of sale terminals The shift to circularity gathersmomentum The concept of circularity has risen to the top ofthe agenda for policymakers and industry playersin light of growing concerns around the generationof e-waste and unsustainable levels of consumption Key mobile industry milestones Policies for growth To maximise the potential for growth and innovationin the region, policymakers can take action torebalance the digital ecosystem and create fairerbusiness conditions for mobile operators. Such burden on operators, taking steps to close the digitaldivide (including for women and other vulnerable Meanwhile, the ITU’s World RadiocommunicationConference 2023 (WRC-23) will take place from 20November to 15 December 2023 in Dubai. WRC-23 will offer an opportunity to build a spectrumroadmap going into 2030, address the digital divide In practice, this means putting in place the rightincentives to promote the long-term growth of The Mobile Economy The mobile industryin nu