2024年移动经济报告（英）.docx

GSMATheMobNeEconomy2024G三MATheGSMAisglobalorganisationunifyingthemobileecosystemtodiscover,developanddeliverinnovationfoundationaltopositivebusinessenvironmentsandsocietalchange.Ourvisionistounlockthefullpowerofconnectivitysothatpeople,industryandsocietythrive.Representingmobileoperatorsandorganisationsacrossthemobileecosystemandadjacentindustries,theGSMAdeliversforitsmembersacrossthreebroadpillars:ConnectivityforGood,IndustryServicesandSolutions,andOutreach.Thisactivityincludesadvancingpolicy,tacklingtoday'sbiggestsocietalchallenges,underpinningthetechnologyandinteroperabilitythatmakemobilework,andprovidingtheworld'slargestplatformtoconvenethemobileecosystemattheMWCandM360seriesofevents.WFollowtheGSMAonTwitter:GSMAGSMAIntelligenceGSMAIntelligenceisthedefinitivesourceofglobalmobileoperatordata,analysisandforecasts,andpublisherofauthoritativeindustryreportsandresearch.Ourdatacoverseveryoperatorgroup,networkandMVNOineverycountryworldwide-fromAfghanistantoZimbabwe.Itisthemostaccurateandcompletesetofindustrymetricsavailable,comprisingtensofmillionsofindividualdatapoints,updateddaily.GSMAIntelligenceisreliedonbyleadingoperators,vendors,regulators,financialinstitutionsandthird-partyindustryplayers,tosupportstrategicdecision-makingandlong-terminvestmentplanning.Thedataisusedasanindustryreferencepointandisfrequentlycitedbythemediaandbytheindustryitself.Ourteamofanalystsandexpertsproduceregularthought-leadingresearchreportsacrossarangeofindustrytopics.infoContentsExecutivesummary21. Themobileindustryinnumbers102. Mobileindustrytrends212.1 5G:5Gstandaloneand5G-Advancedcomeintofocus2222NetworkAPIs:themobileecosystemralliestosupport5G25monetisation2.3 Satellite:emergingsolutionsandpartnershipsreshapethe27connectivitylandscape2.4 Digitalconsumer:eSIMadoptionshouldaccelerateasnew31serviceslaunch2.5 GenerativeAl:operatorstakestepstorealisebenefits333. Mobileindustryimpact363.1 Themobileidustry,simpactontheSDGs3732Empoweringwomenmicro-entrepreneursthroughmobile424. Mobileindustryenablers44G三MAExecutivesummaryTransforminglivesthroughmobileconnectivityMobileconnectivityremainspivotalindrivingdigitalinnovation.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.Keytrendsshapingthemobileecosystem5Gstandaloneand5G-AdvancedarethenextphaseThemobileindustryisincreasinglymovingtothe5Gstandalone(SA)and5G-Advancedstandardstounlockinnovative5Gusecasesandcreatenewrevenuestreams.AsofJanuary2024,47operatorsofferedcommercial5GservicesonSAnetworks,whilemorethanhalfofoperatorsexpecttodeploy5G-AdvancedwithinayearQ什estandardsarereleased.Increased5GSAand5G-Advancedactivitiesin2024willkickstartanewroundof5Ginvestmentespeciallyinpioneermarkets.Thishasthepotentialtoopenupawealthofopportunitiestoenableenhancedfunctionalityandusecasesfortheenterprisemarket.NetworkAPIinitiativesgaintractionAlthoughithasbeenpossibletoexposenetworkAPIsforawhile,operatorshavestruggledtoadoptastandardisedapproachthatachievesscale.However,recenteffortsbythemobileindustrytodevelopacommonsetofnetworkAPIshaveprovidednewmomentumtooperatorinitiatives.TheultimategoalofnetworkAPIexposureistobe甘ermonetisenetworkassetsandcapabilities.Whileworkingwithexternaldeveloperteamstoachievethisgoalreceivesthemost。甘ention,theexposureofnetworkcapabilitiesviaAPIsshouldalsoassistinternalteamsW计hinoperatorsincreatingnewservices.AsofJanuary2024,47operatorsofferedcommercial5GservicesonSAnetworks,whilemorethanhalfofoperatorsexpecttodeploySG-AdvancedwithinayearCIfterstandardsarereleasedTelco-satellitepartnershipssetfortake-offTelecomsnetworkshavedrivenvoiceanddataconnectivitytocurrentlevels(over4.7billionmobileinternetsubscriberstoday).Satellitesandothernon-terrestrialnetworks(NTNs)havealsobeenprovidingconnectivitybutatamuchlowerscale.However,advancesinvarioussatelliteandNTNsolutionshaveresultedinperformanceimprovements,lowerdeploymentcostsandmorecommerciallyviablebusinessmodels,rais