中国移动经济2025

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 summary2 2Mobile industry trends182.15G: industry focus shifts to realising 5G’s full potential192.2Energy efficiency: a top priority for the mobile industry222.3AI: new opportunities to serve enterprises242.4Global digital transformation survey: understanding enterprise needsand supplier opportunities262.5Global consumer survey: identifying trends and behaviours29 4Mobile industry enablers34 4.1Securing the future for 5G’s evolution35 Executivesummary of China’s GDP – a contribution that amounts to$1.2 trillion of economic value added. By 2030,this will rise to approximately $2 trillion, equivalentto 8.3% of GDP. Much of this will be driven by theimprovements in productivity and efficiency broughtabout by the continued expansion of mobile servicesand the growing adoption of digital technologies,including 5G, IoT and AI. China is seeing continued progress with 5G. It ispositioning itself as a global leader through rapidinfrastructure deployment, including the transitionto 5G-Advanced, and the integration of 5G-enabledsolutions across the economy. China has more than1 billion 5G mobile subscribers and has a robustdigital ecosystem. 5G-enabled technology has beenrapidly adopted by enterprises. 5G networks, whichnow cover more than 95% of the population, continueto form the basis of enhanced connectivity and digitalinnovation in China. Mobile operators across China have signed up tothe GSMA Open Gateway initiative and implementedkey APIs such as SIM Swap, Number Verify, DeviceLocation and Carrier Billing. Open Gateway use casesaround mitigating fraud and other security threatsare part of a broader effort by operators in China toensure a safe digital environment for all. Mobile is a powerful engine behind China’s economy,driving growth across industries, creating jobs andboosting gross domestic product (GDP). Mobiletechnologies and services now generate around 6.2% Key trends shaping themobile ecosystem GSMA Intelligence enterprise andconsumer surveys reveal key insights Focus shifts to realising the fullpotential of 5G In 2024, GSMA Intelligence conducted surveys ondigital transformation trends among enterprisesand behaviour/technology adoption trends amongconsumers. China has one of the highest scoresfor digital transformation objectives, confirmingthe country’s ambition to be at the forefront ofinnovation and technology developments. 5G is acrucial part of this, with 91% of Chinese enterprisesclaiming public 5G networks are important to thesuccess of their digital transformation strategies.For consumers, 5G is changing consumer behaviourwith content. In China, around two thirds of 5G userssurveyed watch paid-for video content on theirsmartphones on a weekly basis. Operators and other 5G ecosystem players,especially in pioneering markets, have shifted theirfocus to advanced 5G networks, with a view todelivering enhanced services to consumers andbusinesses. China is making significant strideshere, with the development and deployment of5G-Advanced. The country’s largest operators haveinitiated large-scale rollouts, integrating advancedtechnologies such as AI. Energy efficiency and a low-carboneconomy are key priorities Energy efficiency and renewable energy have gainedsignificant attention in recent yea