GSMA情报报告

The GSMA is a global organisation unifying themobile ecosystem to discover, develop and deliverinnovation foundational to positive businessenvironments and societal change. Our vision is tounlock the full power of connectivity so thatpeople, industry and society thrive. Representingmobile operators and organisations across themobile ecosystem and adjacent industries, theGSMA delivers for its members across threebroad pillars: Connectivity for Good, IndustryServices and Solutions, and Outreach. Thisactivity includes advancing policy, tackling today’sbiggest societal challenges, underpinning thetechnology and interoperability that make mobilework, and providing the world’s largest platform toconvene the mobile ecosystem at the MWC andM360 series of events. GSMA Intelligence is the definitive source ofglobal mobile operator data, analysis andforecasts, and publisher of authoritative industryreports and research. Our data covers everyoperator group, network and MVNO in everycountry worldwide – from Afghanistan toZimbabwe. It is the most accurate and completeset of industry metrics available, comprising tensof millions of individual data points, updated daily. GSMA Intelligence is relied on by leadingoperators, vendors, regulators, financialinstitutions and third-party industry players, tosupport strategic decision-making and long-terminvestment planning. The data is used as anindustry reference point and is frequently cited bythe media and by the industry itself. We invite you to find out more at gsma.com Our team of analysts and experts produce regularthought-leading research reports across a rangeof industry topics. www.gsmaintelligence.cominfo@gsmaintelligence.com Author Silvia Presello, Lead AnalystTim Hatt, Head of Research and Consulting Contents Executive summary ...........................................................................................................41.Why quantum technologies matter for telcos ..........................................................62.Deployment and investment plans............................................................................82.1Growing commitments to quantum technologies ......................................................82.2Partnership strategies depend on deployment plans ..............................................103.Quantum use cases..................................................................................................123.1Use case perceptions and deployment status.........................................................123.2Demand across industries.......................................................................................174.Outlook: paving the way for quantum readiness...................................................20 Executive summary Over the last two years the rise of quantum has flown slightly under the radar, crowded out by thehype of AI. But this should not diminish the implications of quantum technologies for a range ofbusinesses, including telecoms operators. The use cases for operators include improving networksecurity, network efficiency and commercial service innovation. Quantum technologies are often considered to be comprised of three distinct pillars, all of whichbring considerable benefits: •Quantum computingboosts processing power for complex optimisation tasks.•Quantum communicationenhances secure data exchange and cryptography and, in thelong term, will unlock future quantum-networking capability.•Quantum sensingdelivers ultra-precise measurement capabilities. The focus in this report is on the strategic implications of quantum technology deployments and therisks of not taking action. To support this, in September–November 2025, GSMA Intelligencesurveyed 100 network strategy and procurement decision-makers from operators around the worldto understand their view on quantum technologies, use cases, deployment status and plans,opportunities and strategic partnerships. Below are the main findings: •Deployments:The results show there is growing momentum behind adoption of quantumtechnologies among operators, with 60% of them having quantum technologies in theirroadmap. This is positive given that the technology is nascent. However, of those withplans to deploy, only 12% plan to do so in the next 12 months, with most pushing it out 2–3years. Meanwhile, 40% (almost half the industry) have no plans for quantum technologiesin their roadmap. This presents a risk (from unrealised security improvements) and anopportunity cost (from missing out on product innovation), suggesting there is anawareness gap that needs to be closed. •Use case priorities: Among the top benefits of quantum technologies for operators arebolstering network security and improving network efficiency. Improving services is notcurrently seen a top priority, but this will likely change over time.While operators willeventually prioritise quantum technologies as a revenue enabler, the early focus is onbolstering security an