中国移动经济2023

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:@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-makingand long-term investment planning. The data is used as Our team of analysts and experts produce regularthought-leading research reports across a range of Contents Executive summary 1The mobile industry in numbers 10 2Mobile industry trends2.1Operators home in on the 5G enterprise opportunity2.2Dedicated 5G momentum builds 3Mobile industry impact383.1The mobile industry’s impact on the SDGs393.2Mobile’s impact on disaster management and response41 4Mobile industry enablers4.1Safeguarding 5G momentum and setting thestage for 6G evolution Executivesummary 5G underpins China’s China’s economy is on the road to recovery, followingthe easing of Covid-19 restrictions from late 2022.Mobile connectivity served as a lifeline throughoutthe pandemic and will play an even more crucialrole in enabling the safe return to social interactionand the restart of many economic activities. To this 5G will underpin future mobile innovation andservices, building on current deployments andadoption. The number of 5G base stations in Chinaexceeded 2.3 million at the end of 2022, includingapproximately 887,000 built during the year. China Authorities have outlinedplans to integrate digitaltechnologies, underpinned Key trends shaping themobile ecosystem The mobile industry shifts towardscircularity 5G enterprise services to see greatercommercial scale in 2023 Mainland China is the largest 5G market in theworld, accounting for more than 60% of global 5Gconnections at the end of 2022. With strong take-up of 5G among consumers, the focus of operatorsis now increasingly shifting to 5G for enterprises. Across the telecoms ecosystem, sustainability hasextended beyond corporate social responsibility(CSR) to become a core strategic priority. Industryplayers are increasingly adopting a model ofproduction, service offering and consumption Dedicated networks on the rise Private and dedicated wireless network solutions areback in vogue, as 5G’s enhanced capabilities movedeployments beyond low-profile, niche offerings.Manufacturing and mining are two sectors wheredemand for private and dedicated 5G networks in Fintech presents opportunities formobile industry players China has developed a lead in fintech servicesover the past decade, driven by investments inan expanding portfolio of products and surgingpublic demand for electronic payment options. As Innovation underpins China’s digitalambitions China’s digital ambitions are driven by a combinationof external and internal factors, notably aslowdown in growth of the real economy. Thedigital ecosystem, including start-ups, will be at Mainland China is thelargest 5G market in theworld, accounting for China: key mobile industrymilestones to 2030 Policies for growth Spectrum availability and effective licensing arecritical to encourage the investment required toexpand mobile access, meet growing demand fordata services and enhance the quality and rangeof services offered. In 2023, all eyes will be onDubai, where the ITU’s World Radiocommunication Successful spectrum licensing has always beenabout long-term planning. Putting in place the rightresources for 6G is no different. The mobile industryis already studying how 6G will shape the future ofmobile. For regulators, ministries, operators, vendors Spectrum availability andeffective licensing arecritical to encourage the The Mobile Economy China The mobile industryin numbers Unique mobilesubscribers in China Unique mobile subscriber growth is beginning toplateau in China as the mobile market approachessaturation. China will see an additional 41 million Mobile adoption has largely peaked among the adultpopulations in urban areas. As a result, the majorityof new subscribers in the coming years will be young Figure 1 There were 1.17billion mobileinternet subscribers The mobile internet usage gap in China has narrowedmarkedly in the last five years – from 37% in 2017 to20% in 2022. More people rely on the internet for The usage gap in China is greatest among the elderly,mainly due to low levels of digital skills. Accordingto the China Internet Network Information Center(CNNIC), internet penetration among those aged 60 Figure 2 Percentage of