移动经济2026

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 1The economic impact of the mobile industry61.1Macroeconomic outlook71.2Mobile’s contribution to the economy9 2Trends shaping the mobile industry13 2.1Operators poised to capture new AI revenue opportunities142.2Telco security: from network safety to strategic differentiation172.3Consumer experience underpins device innovation202.4Growing eSIM momentum232.5Digital transformation across vertical sectors gathers pace25 3Mobile industry impact28 3.1Enhancing digital inclusion293.2Enabling the shift to sustainability in vertical sectors313.3Supporting disaster response and rescue efforts32 4Policies for innovation and growth34 4.1Securing future spectrum requirements354.2Staying safe in the digital world384.3Supporting the mobile industry to tackle evolving cyberthreats40 Executivesummary Moving beyondconnectivity 8.8bn The industry supports8.8 billion wirelessconnections, including5.8 billion unique subscribers The mobile industry underpins global connectivity, enablingseamless communication, real-time data exchange and anexpansive ecosystem of consumer and enterprise applications.Today, it supports 8.8 billion wireless connections, including5.8 billion unique subscribers – around 70% of the globalpopulation – who rely on mobile services for communication,commerce and access to digital platforms. While extendingubiquitous connectivity through advanced 4G and 5G networksremains a core priority, the industry is also entering a new erashaped by intelligent, adaptive and value-added digital services.This shift is being enabled by next-generation mobile networks,such as 5G standalone architectures, and the rapid integrationof AI and other transformative technologies across consumerapplications and enterprise solutions. 50m In 2025, the industrysupported 50 million jobsworldwide and generatedmore than $800 billion inpublic revenues These developments mark a shift from a connectivity-centric modelto one driven by advanced digital platforms and data-enabledinnovation. To support this transition, the mobile industry isleveraging core network assets, such as network slicing and openAPIs, to deliver differentiated services. It is also investing in newcapabilities and forming partnerships across the digital ecosystemto scale up offerings beyond connectivity and open up newrevenue streams. $11.3tn The contribution of mobiletechnologies and servicesto global GDP is projected torise from $7.6 trillion in 2025(6.4% of GDP) to $11.3 trillionby 2030 (8.4%) This evolution is already reshaping the global economy. Thecontribution of mobile technologies and services to global GDPis projected to rise from $7.6 trillion in 2025 (6.4% of GDP) to$11.3 trillion by 2030 (8.4%). In 2025, the industry supported50 million jobs worldwide and generated more than $800 billionin public revenues, underscoring its role as a major economic andfiscal driver. Key trends shaping the mobile ecosystem Operators are increasingly repositioning AI from a cost-optimisation toolto a core driver of new revenue. In a GSMA Intelligence survey, 45% ofoperators identified AI-enabled revenue streams as a strategic priority.AI monetisation spans a broad spectrum, from core and private-clouddeployments to enterprise and device-level edge appli