2025年北美移动经济报告

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 activityincludes advancing policy, tackling today’s biggest societalchallenges, underpinning the technology and interoperabilitythat make mobile work, and providing the world’s largestplatform to convene the mobile ecosystem at the MWC andM360 series of events. We invite you to find out more atgsma.com 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 mostaccurate and complete set of industry metrics available,comprising tens of millions of individual data points, updateddaily. GSMA Intelligence is relied on by leading operators, vendors,regulators, financial institutions and third-party industryplayers, to support strategic decision-making and long-term investment planning. The data is used as an industryreference point and is frequently cited by the media and bythe industry itself. Our team of analysts and experts produce regular thought-leading research reports across a range of industry topics. www.gsmaintelligence.com info@gsmaintelligence.com Contents Executive summary21The economic impact of mobile51.1Macroeconomic outlook61.2Mobile’s contribution to the economy72Trends shaping the mobile industry122.15G monetisation132.2Technological leadership162.3Cybersecurity threats193Mobile industry impact233.1Reducing climate emissions243.2Developing the circular economy263.3Enhancing digital skills274Mobile industry enablers284.1Preparing for growth through effective spectrum policy294.2Enabling new opportunities for the mobile industry throughderegulation314.3Sustaining leadership in mobile investment32Industry data34 Executivesummary Across North America, almost 320 million peopleare connected to the mobile internet. Around 60%connect through 5G networks, underlining the speedat which the region is migrating to next-generationdevices and services. This acts as a key driver oftechnological innovation and growth, as highlightedby mobile’s significant contribution to North America’seconomy. Mobile technologies and services now generatearound 5% of GDP in North America – a contributionthat amounts to almost $1.6 trillion of economicvalue added. A large part of this stems from theproductivity effects generated by the use of mobileservices, in addition to the direct contribution ofthe mobile industry ecosystem, which amounted to$420 billion in 2024. Key priorities for the digital ecosystem inNorth America 5G monetisation Effective spectrum policy North America is laying the groundwork for futuremobile services, highlighted by the robust spectrumlegislation passed in the US to commercialise800 MHz of spectrum in the 1.3–10.5 GHz frequencyrange. The move will bring the US on a par with theworld’s connectivity leaders in terms of spectrumassignments. Continued leadership in mobileconnectivity will require all countries in the regionto establish decisive spectrum plans for the 2030sacross low-, mid- and high-frequency bands. Itwill also require North America to build on thesolid regulatory steps it has taken to facilitate thedevelopment of D2D satellite services. Mobile operators have invested heavily in buildingout 5G networks. These investments are nowtranslating into monetisation opportunities, though atvarying speeds across different segments. 5G fixedwireless access (FWA) has emerged as the mostachievable opportunity in the near term, while therollout of 5G standalone (SA) offers the potential totap into new revenue streams across the consumerand enterprise segments. Technological leadership Satellite connectivity and innovation in the radioaccess network (RAN) offer two examples of howNorth America is helping to shape the future ofmobile networks. The region is home to some ofthe world’s top satellite providers and is leading theway on the launch of direct-to-device (D2D) satelliteservices. Meanwhile, US companies have been at theforefront of open RAN efforts in the mobile industry,and are pioneering new solutions such as AI-RAN. Simplifying regulation While the implementation of the FCC's "Delete,Delete, Delete" initiative remains in its earlystages, general sentiment in the mobile industryis broadly supportive. CTIA, representing majoroperators such as Verizon, AT&T and T-MobileUS, has highlighted key areas where deregulationis needed to accelerate 5G deployment. The