2024 年移动经济

TheMobileEconomy2024 TheGSMAisaglobalorganisationunifyingthemobileecosystemtodiscover,developanddeliverinnovationfoundationaltopositivebusinessenvironmentsandsocietalchange.Ourvisionistounlockthefullpowerofconnectivitysothatpeople,industryandsocietythrive.Representingmobileoperatorsandorganisationsacrossthemobileecosystemandadjacentindustries,theGSMAdeliversforitsmembersacrossthreebroadpillars:ConnectivityforGood,IndustryServicesandSolutions,andOutreach.Thisactivityincludesadvancingpolicy,tacklingtoday’sbiggestsocietalchallenges,underpinningthetechnologyandinteroperabilitythatmakemobilework,andprovidingtheworld’slargestplatformtoconvenethemobileecosystemattheMWCandM360seriesofevents. Weinviteyoutofindoutmoreatgsma.com FollowtheGSMAonTwitter:@GSMA GSMAIntelligenceisthedefinitivesourceofglobalmobileoperatordata,analysisandforecasts,andpublisherofauthoritativeindustryreportsandresearch.Ourdatacoverseveryoperatorgroup,networkandMVNOineverycountryworldwide–fromAfghanistantoZimbabwe.Itisthemostaccurateandcompletesetofindustrymetricsavailable,comprisingtensofmillionsofindividualdatapoints,updateddaily. GSMAIntelligenceisreliedonbyleadingoperators,vendors,regulators,financialinstitutionsandthird-partyindustryplayers,tosupportstrategicdecision-makingandlong-terminvestmentplanning.Thedataisusedasanindustryreferencepointandisfrequentlycitedbythemediaandbytheindustryitself. Ourteamofanalystsandexpertsproduceregularthought-leadingresearchreportsacrossarangeofindustrytopics. www.gsmaintelligence.cominfo@gsmaintelligence.com Copyright©2024GSMA Contents Executivesummary2 1.Themobileindustryinnumbers10 2.Mobileindustrytrends21 2.15G:5Gstandaloneand5G-Advancedcomeintofocus22 2.2NetworkAPIs:themobileecosystemralliestosupport5G25 monetisation 2.3Satellite:emergingsolutionsandpartnershipsreshapethe27 connectivitylandscape 2.4Digitalconsumer:eSIMadoptionshouldaccelerateasnew31 serviceslaunch 2.5GenerativeAI:operatorstakestepstorealisebenefits33 3.Mobileindustryimpact36 3.1Themobileindustry’simpactontheSDGs37 3.2Empoweringwomenmicro-entrepreneursthroughmobile42 4.Mobileindustryenablers44 Executivesummary Transforminglivesthroughmobileconnectivity Mobileconnectivityremainspivotalindrivingdigitalinnovation.Itempowersindividualsandenterpriseswithawidearrayoftransformativetechnologieswhilealsoaidinggovernmentsindeliveringpositivesocietalimpacts. Bytheendof2023,5.6billionpeople(69%oftheglobalpopulation)subscribedtoamobileservice,representinganincreaseof1.6billionpeoplesince2015.Growthinmobileinternetpenetrationhasbeenevenfaster.Attheendof2023,58%oftheworld’spopulationusedmobileinternet,equatingto4.7billionusers–anincreaseof2.1billionsince2015. However,theusagegapremains:3billionpeopleliveinareascoveredbymobilebroadbandnetworksbutdonotusemobileinternet. Addressingtheusagegapiscrucialtoclosingthedigitaldivide,therebyunlockingthebenefitsoflife-enhancingapplicationsbeyondcommunication,includingdigitalfinance,healthandcleanenergy. Theimpactofmobileconnectivityisevidencedbyitscontributiontotheeconomy.In2023,mobiletechnologiesandservicesgenerated5.4%ofglobalGDP,acontributionthatamountedto$5.7trillionofeconomicvalueadded,andsupportedaround35millionjobs. Keytrendsshapingthemobileecosystem 5Gstandaloneand5G-Advancedarethenextphase Themobileindustryisincreasinglymovingtothe5Gstandalone(SA)and5G-Advancedstandardstounlockinnovative5Gusecasesandcreatenewrevenuestreams.AsofJanuary2024,47operatorsofferedcommercial5Gserviceson SAnetworks,whilemorethanhalfofoperatorsexpecttodeploy5G-Advancedwithinayearafterstandardsarereleased.Increased5GSAand5G-Advancedactivitiesin2024willkick-startanewroundof5Ginvestment,especiallyinpioneermarkets.Thishasthepotentialtoopenupawealthofopportunitiestoenableenhancedfunctionalityandusecasesfortheenterprisemarket. NetworkAPIinitiativesgaintraction AlthoughithasbeenpossibletoexposenetworkAPIsforawhile,operatorshavestruggledtoadoptastandardisedapproachthatachievesscale.However,recenteffortsbythemobileindustrytodevelopacommonsetofnetworkAPIshaveprovidednewmomentumtooperatorinitiatives.TheultimategoalofnetworkAPIexposureistobettermonetisenetworkassetsandcapabilities.Whileworkingwithexternaldeveloperteamstoachievethisgoalreceivesthemostattention,theexposureofnetworkcapabilitiesviaAPIsshouldalsoassistinternalteamswithinoperatorsincreatingnewservices. AsofJanuary2024,47operatorsofferedcommercial5GservicesonSAnetworks,whilemorethanhalfofoperatorsexpecttodeploy5G-Advancedwithinayearafterstandardsarereleased Telco-satellitepartnershipssetfortake-off Telecomsnetworkshavedrivenvoiceanddataconnectivitytocurrentlevels(over4.7billionmobileinternetsubscriberstoday).Satellitesandothernon-terrestrialnetworks(NTNs)havealsobeenprovidingconnectivitybutatamuch lowerscale.However,advancesinvarioussatelliteandNTNsolutionshaveresultedinperformanceimprovements,lowerdeploymentcostsandmorecommerciallyviablebusinessmodels,raising theprospectsofgreaterparticipationintheconnectivitylandscape.Inthelasttwoyears,thelistofpartnershipsbetw