2025年非洲5G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 forits members across three broad pillars: Connectivity forGood, Industry Services and Solutions, and Outreach. Thisactivity includes advancing policy, tackling today’s biggestsocietal challenges, underpinning the technology andinteroperability that make mobile work, and providing theworld’s largest platform to convene the mobile ecosystem atthe MWC and M360 series of events. 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,updated daily. 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 asan industry reference point and is frequently cited by themedia and by the industry itself. We invite you to find out more atgsma.com Our team of analysts and experts produce regular thought-leading research reports across a range of industry topics. gsmaintelligence.com info@gsmaintelligence.com Published October 2025 Authors James Joiner,Lead AnalystKenechi Okeleke,Senior DirectorShroug Ganawa,Senior Analyst Contents Executive summary2 15G state of play globally45G adoption accelerates but monetisation remains a challenge4 25G state of play in Africa75G market update7 35G monetisation in Africa125G FWA12Consumer 5G14Enterprise 5G16Outlook17 4Country deep dives18 5Policy imperatives for a 5G future22Technology-neutral spectrum licensing23RoW regulations23Affordable 5G devices24Transition to renewable energy24Network competition25 Executivesummary 5G momentum continues to build in Africa. As of September 2025, 53 operatorsin 29 markets across the region had launched commercial 5G mobile services.More markets are expected to follow soon, with operators in an additional 14countries making a commitment to launch 5G in the coming years. 5G monetisation will become a growing focus foroperators as the number of 5G connections increases.5G fixed wireless access (FWA) has emerged as oneof the biggest opportunities to generate new revenuesfrom 5G investment in the near term. To date, 25African operators have launched 5G FWA commercialservices, with the majority of these offering FWAin addition to 5G mobile services. 5G FWA is beingpositioned as a premium service. For example, MTNtargets the top 10% of households in its markets withits FWA proposition, generating a monthly ARPU ofbetween $24 and $32. Although the number of commercial 5G services isgrowing quickly, it is still early days for 5G adoptionin Africa. There will be around 54 million 5G mobileconnections in the region at the end of 2025,accounting for 3.8% of total connections. 5G adoptionwill gather pace in the second half of the 2020s withthe arrival of sub-$100 5G smartphones and newspectrum assignments in North Africa. Consequently,5G is expected to account for more than a fifth of totalmobile connections in Africa by the end of the decade,equivalent to over 380 million connections. 5G also presents an opportunity for operators toinitiate new monetisation levers in the consumermobile space. The introduction of speed-based pricing,more advanced segmentation strategies and newcontent bundles all hold promise for capitalising on5G’s enhanced capabilities. Operators’ enterprise 5Gstrategies are also beginning to take shape in Africa, with new opportunities emerging in private wirelessnetworks, edge computing and cloud services. To capitalise on the promise of 5G, operators requireenabling policy environments. In this report, wehighlight five key policy imperatives to drive thedevelopment of 5G in Africa. Affordable 5G devices Technology-neutral spectrumlicensing Aligning tax policies with governments’ digitaltransformation objectives can make devices moreaffordable and drive 5G adoption. As new 5G spectrum has yet to be assigned in manymarkets, spectrum refarming in certain legacy bands isnecessary to support 5G rollout. Right-of-way (RoW) regulations Transition to renewable energy RoW rules to support faster 5G rollout include thesimplification of RoW application procedures and thereduction or elimination of administrative fees forcell sites. There is a need for policy levers, including fiscalincentives, to accelerate the transition to alternativeenergy so