GSMA《2022全球移动经济发展》（英）-48页_13mb

The Mobile Economy 2022 Summary

Core Content

The GSMA is a global organization that unifies the mobile ecosystem to drive innovation and positive change in business and society. It operates through three pillars: Connectivity for Good, Industry Services and Solutions, and Outreach. GSMA Intelligence provides comprehensive data and analysis on the mobile industry, serving as a critical reference for operators, vendors, regulators, and financial institutions.

Key Trends and Statistics

Mobile Market Growth

• Total Mobile Subscribers (2021): 5.3 billion, representing 67% of the global population.
• New Subscribers by 2025: 400 million, with the majority coming from Asia Pacific and Sub-Saharan Africa.
• Mobile Internet Subscribers (2021): 4.2 billion.
• Mobile Internet Subscribers (2025): 5.7 billion, with a penetration rate of 70%.
• Total SIM Connections (2021): 8.3 billion.
• Total SIM Connections (2025): 8.8 billion.
• Annual Growth Rate (CAGR) 2021-2025: 1.8%.

5G Adoption

• 5G Connections (2021): 8% of total connections.
• 5G Connections (2025): 25% of total connections.
• 5G Revenue Contribution: Expected to grow significantly, with 5G accounting for a quarter of total mobile connections by 2025.
• 5G Handset Sales: Rising, with the average retail price for a 5G phone falling below $500 and some devices under $150 becoming available.
• 5G Standalone (SA) Networks: 22 commercial networks by the end of 2021, with more expected to launch in the coming years.

4G and 5G Trends

• 4G Adoption (2021): 58% of total connections.
• 4G Adoption (2025): 55% of total connections.
• 4G Decline: Due to the growth of 5G in leading markets, especially China, South Korea, and the US.

Mobile Data Traffic

• Mobile Data Growth: Expected to more than triple in most regions over the next six years.
• Average Mobile Data Traffic per Smartphone (2021): 5.3 GB per month.
• Smartphone Adoption (2025): Over 7.5 billion connections, accounting for more than 80% of mobile connections.

Economic Contribution

• Mobile Economic Value Added (2021): $4.5 trillion, or 5% of global GDP.
• Mobile Economic Value Added (2025): Expected to grow by over $400 billion, reaching nearly $5 trillion.
• Mobile's Role in Economic Growth: Mobile technology is expected to benefit all economic sectors, with services and manufacturing seeing the most impact.

Addressing the Usage Gap

• Usage Gap (2021): 3.2 billion people, or 41% of the global population.
• Reasons for the Usage Gap: Lack of affordability, relevance, knowledge, and safety concerns.
• Key Groups at Risk: Women, the elderly, rural populations, and persons with disabilities.
• Strategies to Close the Gap: Collaboration among stakeholders, investment in digital skills, and expansion of affordable devices and services.

Policies for Resilient Recovery

• Capex Investment (2022-2025): Mobile operators will invest $620 billion, with 85% allocated to 5G.
• Policy Recommendations:
  • Invest in digital skills training for the general public.
  • Use public funds to stimulate connectivity demand.
  • Adopt balanced revenue collection policies to avoid hindering investment.
  • Prioritize digital transformation of government services.
  • Avoid unnecessary spectrum restrictions.

Future Roadmaps

• 6G Development: The mobile industry is preparing for 6G, with a focus on faster speeds and increased bandwidth.
• 6G Roadmap Initiatives:
  • ITU-R 6G Vision Group is defining the technology and its capabilities.
  • Orange outlines future use cases, including holoportation and digital twin technology.
  • China plans to prioritize 6G development by 2025.
  • North America's Next G Alliance is working on 6G roadmaps and energy efficiency.
  • Research collaborations are underway, involving institutions like MIT and Ericsson, and companies like Oppo, AT&T, and Samsung.

Summary

The mobile industry is experiencing significant growth and transformation, with 5G becoming a major driver. The global economy is benefiting from the increasing economic value added by mobile services, and the industry is playing a vital role in achieving the SDGs. Despite progress in network coverage, the usage gap remains a challenge, requiring a collective effort to ensure equitable access. The industry is also setting the stage for 6G, with early discussions and research initiatives aimed at preparing for the next technological leap.