GSMA：2022年北美移动经济报告（EN）_38页_2mb

The Mobile Economy North America 2022 Summary

Core Content

The GSMA is a global organisation that unifies the mobile ecosystem to drive innovation and support positive business and societal change. It operates through three pillars: Connectivity for Good, Industry Services and Solutions, and Outreach, which includes policy advocacy, technological development, and industry events like MWC and M360.

GSMA Intelligence provides comprehensive data, analysis, and forecasts on the mobile industry, covering all operator groups and networks globally. This data is used by leading operators, vendors, and regulators to support strategic decision-making and investment planning.

Key Industry Trends

• 5G Adoption: 5G is becoming mainstream in North America, with the US and Canada leading in adoption. By 2025, 5G will account for nearly two-thirds of total mobile connections in the region, with over 280 million connections. 5G is expected to overtake 4G in 2023, and 4G will decline to a third of total connections by 2025.
• Sustainability: Sustainability is becoming a top priority for the telco industry, with operators focusing on reducing environmental impact and improving network efficiency.
• Metaverse Ecosystem: The metaverse is growing in North America, driven by 5G's high bandwidth capabilities and the increasing interest in immersive technologies.

Mobile's Economic and Social Impact

• Economic Contribution: Mobile technologies and services contributed 4.2% to North America's GDP in 2021, generating over $1 trillion in economic value added.
• Job Creation: The mobile ecosystem supported over 2.2 million jobs directly and indirectly in 2021, with an additional 1.4 million jobs supported indirectly.
• Supporting SDGs: The mobile industry is making progress towards achieving the UN Sustainable Development Goals, particularly in areas like health, work, and climate action.

Policy and Regulatory Focus

• Robocall Mitigation: The US and Canada are prioritising policies to combat illegal robocalls and spam, with the FCC implementing new measures to restrict traffic from unregistered foreign voice service providers.
• Spectrum Availability: Spectrum is a critical enabler for affordable and widespread 5G deployment. The availability of low, mid, and high bands is essential for both speed and coverage.

Subscriber and Technology Trends

• Mobile Market Saturation: The mobile market in North America is nearing saturation, with 329 million subscribers in 2021. By 2025, this is expected to grow to 341 million, with the US accounting for most of the new subscribers.
• Smartphone Adoption: Smartphone adoption is still on the rise, with 83% of mobile connections in 2021. By 2025, this is expected to increase to 90%, with 30 million new connections anticipated.
• Data Traffic Growth: Mobile data traffic is expected to more than triple by 2027, driven by rising smartphone adoption and increased usage of data-intensive services.

5G Fixed Wireless Access (FWA) Expansion

• FWA Growth: 5G FWA is gaining traction, especially in the US, where operators are using it to compete with cable providers. T-Mobile and Verizon have made significant progress in expanding their FWA services.
• 5G FWA Adoption: T-Mobile aims to reach 7-8 million FWA subscribers by 2025, while Verizon targets 50 million households and 14 million businesses. 5G FWA offers faster speeds and better capacity than 4G, making it a competitive alternative to fibre and cable.

Enterprise 5G Opportunities

• Private Networks: Private 5G networks are becoming increasingly important for enterprise applications, especially in sectors requiring secure and low-latency connectivity.
• Partnerships: Major players like AT&T, Verizon, and Google are developing private 5G solutions. AT&T collaborates with Microsoft, Verizon offers On Site 5G, and Google provides cloud-based private 5G solutions.
• Network Slicing: Network slicing is progressing, with applications in both consumer and enterprise segments. Trials are ongoing to develop customised network capabilities for different use cases, including IoT and industrial applications.

Network Sunset and Spectrum Utilisation

• Legacy Network Closure: Operators are phasing out 2G and 3G networks to optimise for 4G and 5G. AT&T and Verizon have already shut down their 2G and 3G networks, with T-Mobile retaining 2G for IoT support.
• Spectrum Utilisation: C-band and mmWave spectrum are being used to expand 5G coverage and capacity, with operators targeting both urban and rural areas.

Conclusion

The mobile industry in North America is evolving rapidly, driven by 5G adoption, sustainability efforts, and the expansion of FWA and private networks. Despite market saturation, there remains significant growth potential in smartphone adoption and data traffic. The industry continues to play a vital role in economic growth and social progress, supported by strong policy frameworks and strategic investments.