2024-03-12-GSMA-2024年移动经济报告_49页_5mb

报告摘要

Global Trends: Mobile internet penetration reached 58% (4.7B users) by end-2023, up from 2.1B users since 2015. The addressable market is expected to grow to $8.2T in 2030.
Technological Evolution: 5G continues its expansion with over 47 operators deploying standalone (SA) networks and 5G-Advanced standards. By 2030, 5G connections will grow to 5.5B.
Economic Impact: Mobile technologies contribute approximately 5.4% of global GDP ($5.7T) and directly/indirectly support ~35M jobs in 2023.
Connectivity Challenges: 3B people globally have mobile network coverage but do not use mobile internet. The primary barriers are affordability and digital literacy.

Subscriber Growth: 5.6B mobile subscriptions (69% of population) in 2023; mobile internet users at 4.7B (58% penetration) — a 2.1B increase since 2015.
5G Expansion: Standalone (SA) network deployments are accelerating globally. eSIM adoption is gathering pace, projected to reach 6.9B by 2030.

5G Standalone (SA) & 5G-Advanced: Representing the next evolutionary phase of mobile networks. These standards enable new use cases in enterprise markets and improve monetization opportunities.
Network APIs: Industry-wide initiatives to develop standardized API frameworks are yielding early commercial success in areas like billing, device management, and quality-of-service monitoring.
Satellite Connectivity: Partnerships between telcos and satellite operators are growing rapidly, particularly in underserved regions. Direct-to-device satellite services are emerging as a viable connectivity model.
Generative AI: Operators are exploring practical applications beyond customer service chatbots to include network automation, service personalization, and operational efficiency.

SDG Alignment: The mobile industry contributes at 53% towards the Sustainable Development Goals (SDGs), with significant progress on Industry, Innovation & Infrastructure (SDG 9) and gender equality.
Women Empowerment: Mobile tools can support ~100M women micro-entrepreneurs annually in improving business outcomes and increasing household consumption.

Spectrum Harmonization: Modern spectrum roadmaps must focus on mid-band allocations (particularly 3.5 GHz) to unlock 5G economic potential, avoiding unnecessary set-asides or market distortions.
Ethical AI Deployment: Growing operator commitments to ethical AI use cases, including tools for climate monitoring, disaster prediction, and financial inclusion.

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