2025中国移动经济发展报告_38页_2mb

GSMA & Mobile Industry Summary

Core Content

The GSMA is a global organisation representing mobile operators and organisations across the mobile ecosystem and adjacent industries. It focuses on advancing innovation, policy, and technology to drive positive business environments and societal change. The GSMA delivers services across three pillars: Connectivity for Good, Industry Services and Solutions, and Outreach. It hosts major events like MWC and M360 to bring together the mobile ecosystem.

GSMA Intelligence is the authoritative source for global mobile operator data, analysis, and forecasts. It provides comprehensive insights into the mobile industry, including detailed reports on enterprise and consumer trends. This data is widely used by operators, vendors, regulators, and financial institutions for strategic decision-making and investment planning.

Key Trends in the Mobile Ecosystem

• Focus shifts to realising 5G's full potential:
  Operators and ecosystem players are transitioning from 5G deployment to exploring advanced applications. China is leading this shift with early trials and deployments of 5G-Advanced, targeting areas like autonomous vehicles, drones, and extended reality (XR). By the end of 2025, 5G connections in China will reach 61%, and by the end of the decade, 88%.

• Energy efficiency is a top priority:
  With the growing importance of energy security and the advent of 5G, energy efficiency has become a key focus for the mobile industry. China's first energy law, effective in early 2025, aims to support the transition to a low-carbon economy. Operators are prioritising energy efficiency improvements to reduce the carbon footprint of their networks.

• AI presents new opportunities for enterprises:
  AI is increasingly being integrated into enterprise services by operators, particularly in China. By leveraging 5G standalone (SA) and 5G-Advanced networks, operators are offering tailored, intelligent solutions to enterprises. This helps SMEs overcome entry barriers and drive digital transformation. AI is expected to significantly enhance connectivity and position operators as information service and technology innovation companies.

• GSMA Intelligence surveys highlight enterprise and consumer trends:
  In 2024, GSMA Intelligence conducted surveys revealing that China leads in digital transformation objectives. 91% of Chinese enterprises consider public 5G networks important for their digital transformation strategies. Additionally, around two-thirds of 5G users consume paid video content weekly on their smartphones.

Economic Impact of Mobile in China

• Mobile contributes significantly to GDP:
  In 2024, mobile technologies and services generated around 6.2% of China's GDP, equivalent to $1.2 trillion in economic value added. By 2030, this is expected to rise to 8.3% of GDP, or $2 trillion.

• Productivity and efficiency improvements:
  The greatest economic benefit from mobile comes from productivity effects, reaching $710 billion in 2024. Direct contributions amounted to $370 billion. These benefits are expected to grow as mobile services expand and digital technologies like 5G, IoT, and AI are increasingly adopted.

• Job creation:
  Mobile operators and the wider ecosystem supported around 8 million jobs in 2024, including 3.7 million direct jobs and 4 million indirect jobs. This is expected to continue as the industry grows and evolves.

• Fiscal contribution:
  In 2024, the mobile ecosystem contributed $110 billion to public funding, primarily through services VAT, sales taxes, and excise duties. This highlights the sector's importance to national economic development.

Mobile Industry Growth and Investment

• Subscriber growth:
  China's mobile subscriber base is expected to grow from 1.25 billion in 2024 to 1.29 billion by 2030, with a penetration rate of 89%.

• Mobile internet adoption:
  Mobile internet usage in China is expected to reach 84% by 2030. As of 2024, 80% of the population uses mobile internet, equating to 1.17 billion users.

• Mobile data traffic:
  Mobile data traffic in China is projected to increase threefold by 2030, reaching 70 GB per connection per month. This growth is driven by live streaming and AI-generated content.

• Operator investment:
  Chinese operators are expected to invest $219 billion in mobile capex between 2024 and 2030. This includes significant investments in 5G infrastructure, with over 4.2 million 5G base stations operational as of January 2025.

GSMA Open Gateway Initiative

• Adoption of Open Gateway APIs:
  As of February 2025, 72 mobile operator groups have committed to GSMA Open Gateway APIs, representing 80% of the mobile market share by connections. These APIs are used to mitigate fraud and enhance security, with future applications in payments and network functions expected to grow rapidly.

• Commercial launches:
  The focus in 2025 is on translating these commitments into commercial launches, particularly in areas like fraud mitigation and security. Operators are also exploring the use of Open Gateway APIs for quality of service and edge computing.

5G-Advanced and Industry Collaboration

• 5G-Advanced deployment:
  China's leading operators (China Mobile, China Telecom, and China Unicom) are actively deploying 5G-Advanced networks. China Mobile launched the world's first commercial 5G-Advanced network in 2024, covering over 300 cities by the end of the year. China Unicom is also expanding its 5G-Advanced coverage, with a focus on urban and industrial applications.

• Collaboration and innovation:
  Operators are collaborating with technology partners to develop advanced 5G-Advanced networks. These include integrating AI and other technologies to create new services and applications, supporting industries such as tourism, logistics, and emergency services.

Summary of Key Data Points

These data points and trends highlight the significant role of mobile technology in China's economic growth, digital transformation, and job creation, with 5G and AI playing pivotal roles in shaping the future of the industry.