2023-12-08-GSMA-2023年欧洲移动经济报告_46页_2mb

Summary of The Mobile Economy Europe 2023 Report

Executive Summary

Mobile technologies are pivotal to Europe's economic growth and environmental sustainability. By 2030, 5G connectivity is expected to generate €153 billion in economic benefits. Key trends include monetizing 5G through speed-based tariffs and fixed wireless access (FWA), transforming networks via software-defined architectures and artificial intelligence, reigniting satellite connectivity with low Earth orbit partnerships, and exploring generative AI for improved customer care and network efficiency. The industry is shifting to circularity to address e-waste, growing fintech opportunities drive digital finance transformation, and operators are advancing sustainability with net-zero commitments.

Key Trends

• 5G Revenue and Deployment: Focus on 5G standalone (SA) and 5G-Advanced for enhanced monetization opportunities. Europe's 5G market will grow with over 638 million connections by 2030, while private 5G networks expand in enterprise settings.
• Network Transformation: Transition to cloud-native and virtualized architectures, supported by AI-driven automation and network-as-a-service models to handle complexity and enable rapid expansion of data-intensive applications.
• Satellite Connectivity: Revitalized through partnerships with satellite companies for backhaul and direct-to-device access, particularly in underserved areas, boosting connectivity beyond terrestrial networks.
• Emerging Technologies: Generative AI applications enhance customer care, code development, and network management, while circularity initiatives focus on device longevity and recycling to reduce e-waste.
• Fintech and IoT Growth: Digital banking expansion increases consumer reliance on mobile for financial services, with IoT connections projected to exceed 500 million by 2030, driven by automotive and utilities sectors.

Impact on Society and Environment

• Operators are advancing sustainability with net-zero targets by 2040, reducing emissions and investing in renewable energy, which could decrease emissions per connection by 20% year-over-year.
• Mobile technology contributes to UN Sustainable Development Goals (SDGs), with SDG 10 (Reduced Inequalities) showing the most improvement, while digital inclusion efforts target underserved groups like the elderly and rural communities.
• The mobile ecosystem directly supported over 1.3 million jobs in 2022 and contributed approximately €1 trillion to Europe's economy by 2030.

Policy Enablers

• Recommendations include creating a unified European digital infrastructure framework for seamless rollout and network transformation, promoting in-market consolidation to achieve economies of scale, and reforming spectrum policy to ensure long-term lease terms and efficient allocation for 5G deployment by 2030.
• Addressing the €174 billion investment gap for Digital Decade targets requires simplified regulations, incentives for innovation, and collaboration between public and private sectors.

Key Statistics

• Europe will have over 507 million unique mobile subscribers by 2030, with mobile penetration reaching 92% of the population.
• 5G adoption is expected to dominate by 2026, with connections at 87% by 2030.
• The mobile ecosystem's economic contribution will grow to approximately €1 trillion in 2030, supporting an additional million jobs indirectly.
• Investment in networks during 2023–2030 is forecasted at over €195 billion.

Impact on SDGs and Sustainability

• Mobile operators progress with sustainability goals, highlighting reduced e-waste through circular practices and digital inclusion initiatives.
• By 2030, mobile's economic impact across sectors such as services, manufacturing, and utilities is projected to reach €1 trillion.