2022-10-09-GSMA-2022年北美移动经济报告（EN）_38页_2mb

Executive Summary Overview

The report analyzes the North American mobile economy, highlighting its pivotal role in digital transformation, economic recovery, and social progress. Mobile technology, bolstered by 5G adoption, addresses post-pandemic challenges and drives innovation. While the market shows signs of saturation, smartphone and data usage continue to grow, contributing significantly to GDP. Sustainability efforts, such as net-zero emissions targets, are advancing, along with policies to combat illegal robocalling and secure spectrum availability for widespread 5G deployment.

Mobile Market Trends

• Subscriber growth is projected, with over 400 million unique mobile subscribers by 2025, heavily concentrated in the US.
• 5G adoption accelerates, surpassing 4G by 2023 and accounting for nearly 68% of connections in the US by 2025.
• Smartphone penetration reaches 83% in 2021, rising to 92% by 2025, underpinning a projected tripling of mobile data traffic by 2027. Macroeconomic pressures, including inflation, constrain revenue growth but do not deter investment.

Key Industry Trends

• 5G deployment focuses on mid-band spectrum for enhanced coverage and capacity, enabling faster speeds and broader applications. Fixed Wireless Access (FWA) is expanding, competing with traditional broadband.
• Private 5G networks and edge computing are emerging to meet enterprise needs for secure, low-latency connectivity, with trials ongoing for network slicing.
• The metaverse ecosystem is growing, involving virtual worlds and digital assets, driven by increased investment from tech companies and operators, offering new opportunities in retail and beyond.

Economic and Social Impact

• Mobile contributes 4.2% to GDP in 2021, generating over $1 trillion in economic value added and supporting more than 2.2 million jobs directly and indirectly. It also funds public sectors through taxes.
• Sustainability initiatives lead to reduced emissions, with operators committing to ambitious net-zero targets by 2035–2050. Social progress includes bridging the digital divide through connectivity projects in underserved areas and supporting UN Sustainable Development Goals, particularly in health, education, and equality.

Policy Considerations

• Efforts to address illegal robocalling include FCC regulations requiring authentication and blocking foreign-based scams, aiming to protect consumers.
• Spectrum availability is critical for affordable 5G, with allocations in low, mid, and high bands needed to expand coverage, enhance network quality, and drive economic development across the region.