GSMA -2024年移动经济报告 The Mobile Economy 2024

TheMobileEconomy

2024

GSMA

TheGSMAisaglobalorganisationunifyingthemobile

ecosystemtodiscover,developanddeliverinnovation

foundationaltopositivebusinessenvironmentsand

societalchange.Ourvisionistounlockthefullpowerof

connectivitysothatpeople,industryandsocietythrive.

Representingmobileoperatorsandorganisationsacross

themobileecosystemandadjacentindustries,theGSMA

deliversforitsmembersacrossthreebroadpillars:

ConnectivityforGood,IndustryServicesandSolutions,

andOutreach.Thisactivityincludesadvancingpolicy,

tacklingtoday’sbiggestsocietalchallenges,underpinning

thetechnologyandinteroperabilitythatmakemobile

work,andprovidingtheworld’slargestplatformto

convenethemobileecosystemattheMWCandM360

seriesofevents.

Weinviteyoutofindoutmoreat

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GSMA

Intelligence

GSMAIntelligenceisthedefinitivesourceofglobalmobile

operatordata,analysisandforecasts,andpublisherof

authoritativeindustryreportsandresearch.Ourdata

coverseveryoperatorgroup,networkandMVNOinevery

countryworldwide–fromAfghanistantoZimbabwe.Itis

themostaccurateandcompletesetofindustrymetrics

available,comprisingtensofmillionsofindividualdata

points,updateddaily.

GSMAIntelligenceisreliedonbyleadingoperators,

vendors,regulators,financialinstitutionsandthird-party

industryplayers,tosupportstrategicdecision-making

andlong-terminvestmentplanning.Thedataisusedas

anindustryreferencepointandisfrequentlycitedbythe

mediaandbytheindustryitself.

Ourteamofanalystsandexpertsproduceregular

thought-leadingresearchreportsacrossarangeof

industrytopics.

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Copyright©2024GSMA

Contents

Executivesummary

2

1.

Themobileindustryinnumbers

10

2.

Mobileindustrytrends

21

2.1

5G:5Gstandaloneand5G-Advancedcomeintofocus

22

2.2

NetworkAPIs:themobileecosystemralliestosupport5Gmonetisation

25

2.3

Satellite:emergingsolutionsandpartnershipsreshapetheconnectivitylandscape

27

2.4

Digitalconsumer:eSIMadoptionshouldaccelerateasnewserviceslaunch

31

2.5

GenerativeAI:operatorstakestepstorealisebenefits

33

3.

Mobileindustryimpact

36

3.1

Themobileindustry’simpactontheSDGs

37

3.2

Empoweringwomenmicro-entrepreneursthroughmobile

42

4.Mobileindustryenablers44

Executive

summary

Transforminglivesthrough

mobileconnectivity

Mobileconnectivityremainspivotalindrivingdigitalinnovation.Itempowersindividualsandenterpriseswithawidearrayoftransformativetechnologieswhilealsoaidinggovernmentsindeliveringpositivesocietalimpacts.

Bytheendof2023,5.6billionpeople(69%oftheglobalpopulation)subscribedtoamobileservice,representinganincreaseof1.6billionpeoplesince2015.Growthinmobileinternetpenetrationhas

beenevenfaster.Attheendof2023,58%oftheworld’spopulationusedmobileinternet,equatingto4.7billionusers–anincreaseof2.1billionsince2015.

However,theusagegapremains:3billionpeopleliveinareascoveredbymobilebroadband

networksbutdonotusemobileinternet.

Addressingtheusagegapiscrucialtoclosing

thedigitaldivide,therebyunlockingthe

benefitsoflife-enhancingapplicationsbeyondcommunication,includingdigitalfinance,healthandcleanenergy.

Theimpactofmobileconnectivityisevidencedbyitscontributiontotheeconomy.In2023,mobile

technologiesandservicesgenerated5.4%of

globalGDP,acontributionthatamountedto$5.7trillionofeconomicvalueadded,andsupportedaround35millionjobs.

GSMA

Executivesummary

2/47

Keytrendsshapingthe

mobileecosystem

5Gstandaloneand5G-Advancedarethenextphase

Themobileindustryisincreasinglymovingtothe5Gstandalone(SA)and5G-Advancedstandardstounlockinnovative5Gusecasesandcreate

newrevenuestreams.AsofJanuary2024,47

operatorsofferedcommercial5Gserviceson

SAnetworks,whilemorethanhalfofoperatorsexpecttodeploy5G-Advancedwithinayear

afterstandardsarereleased.Increased5GSA

and5G-Advancedactivitiesin2024willkick-

startanewroundof5Ginvestment,especiallyinpioneermarkets.Thishasthepotentialtoopenupawealthofopportunitiestoenableenhancedfunctionalityandusecasesfortheenterprise

market.

NetworkAPIinitiativesgaintraction

AlthoughithasbeenpossibletoexposenetworkAPIsforawhile,operatorshavestruggledto

adoptastandardisedapproachthatachieves

scale.However,recenteffortsbythemobile

industrytodevelopacommonsetofnetwork

APIshaveprovidednewmomentumtooperatorinitiatives.TheultimategoalofnetworkAPI

exposureistobettermonetisenetworkassetsandcapabilities.Whileworkingwithexternal

developerteamstoachievethisgoalreceives

themostattention,theexposureofnetwork

capabilitiesviaAPIsshouldalsoassistinternalteamswithinoperatorsincreatingnewservices.

AsofJanuary2024,47

operatorsofferedcommercial5GservicesonSAnetworks,whilemorethanhalfof

operatorsexpecttodeploy5G-Advancedwithinayearafterstandardsarereleased

Telco-satellitepartnerships

setfortake-off

Telecomsnetworkshavedrivenvoiceanddata

connectivitytocurrentlevels(over4.7billion

mobileinternetsubscriberstoday).Satellites

andothernon-terrestrialnetworks(NTNs)have

alsobeenprovidingconnectivitybutatamuch

lowerscale.However,advancesinvarioussatelliteandNTNsolutionshaveresultedinperformanceimprovements,lowerdeploymentcostsandmorecommerciallyviablebusinessmodels,raising

theprospectsofgreaterparticipationinthe

connectivitylandscape.Inthelasttwoyears,thelistofpartnershipsbetweentelecomsoperatorsandsatellitecompanieshasgrown,withmore

dealsexpectedin2024andbeyond.Meanwhile,direct-to-device(D2D)solutionsandpartnerships

aregainingtractionfollowingtechnical

breakthroughsthathaveallowedsatellitesto

connecttostandardsmartphones.

GSMA

Executivesummary

3/47

eSIMadoptionto

gatherpace

ThenumberofeSIMconsumerdeviceslaunched

hasgrownsignificantlyoverthelastfiveyears

andthenumberofcommercialeSIMservicesis

alsoontherise.Thishassetthefoundationfor

eSIMadoptiontogatherpaceoverthecourse

ofthedecade.GSMAIntelligence’sbaseline

scenariopredictsaround1billioneSIMsmartphoneconnectionsgloballybytheendof2025,growingto6.9billionby2030.Thiswouldaccountfor

aroundthreequartersofthetotalnumberof

smartphoneconnectionsby2030.NorthAmericawillbetheregionwiththefastestrateofeSIM

adoptionduetoApple’slaunchofeSIM-onlysmartphonesintheUSinSeptember2022.

Operatorsexplorethepotentialof

generativeAI

Formobileoperators,therangeofgenerativeAI

(genAI)applicationsisbroad.Muchoftheearly

workhasfocusedonusingthetechnologyto

improvecustomerservicesandsupportsalesandmarketingactivities.However,asgenAImatures,

thereispotentialforoperatorstonotonlysupportinternalusecasesbutgeneratenewrevenuesfromAIinvestments.SKTelecom’sboldAIpyramid

strategyspeakstothisopportunity,asdorecent

productannouncementsfromthelikesofKT,NTTandSoftBank.WhilethereisclearpotentialtoreapsignificantbenefitsfromtheapplicationofgenAI,ethicalconcernsaroundthetechnologystillneed

tobeaddressed.ThemobileindustryiscommittedtotheethicaluseofAIinitsoperationsand

customerinteractions.

4/47

Executivesummary

Policiesforgrowth

andinnovation

TheWorldRadiocommunicationConference

2023(WRC-23)hassettheagendaforspectrumplanninguptotheendofthe2030s,with

newspectrumharmonisationinlowandmid-

bands.TheresultsatWRC-23nowneedtobe

incorporatedintonationaltablesandplansbeforebeingeffectivelylicensedatthecorrecttime.

Aspartofthiswork,countrieswillbenefitfromthedevelopmentofspectrumroadmapsthatconsidermarketdynamicsandgrowthindemandfor

mobiledata.Roadmapsareanimportantmeansofensuringthereissufficientspectrumforfuturedemandfromconsumersandnewtechnologies.Informationonspectrumreleasesiscriticalfor

mobileoperatorstoprepareinvestmentplans,securefinancinganddeveloparrangementsfordeployingdifferenttechnologies.

Spectrumroadmapscanhelpdefinewhen

spectrumshouldbemadeavailable,butbarriersstillremain.Settingasidespectrumforspecific

uses,suchaslocalorbespokeprivatenetworks,isafrequent–andunnecessary–barriertomeetingdemandandshouldbeavoidedinpriority5G

bands(i.e.3.5,26and28GHz).Approachessuchasleasingorsharingaretypicallybetteroptionsinthesesituations,whileprivatemobilenetworksarecommonlyprovidedbymobilenetworkoperators(MNOs)withinlicensedpublicmobilespectrum.

Thecostofspectrumalsohasamajorimpact.

Governmentsandregulatorsshouldassign5G

spectrumtosupporttheirdigitalconnectivity

goalsratherthanasameansofmaximisingstaterevenues.Effectivespectrumpricingpoliciesarevitaltosupportbetterqualityandmoreaffordable5Gservices.

GSMA

Executivesummary

5/47

SIM

connections

(excludinglicensedcellularIoT)

202386bn

.

TheMobileEconomy

Unique

mobile

subscribers

2023

20306.3bn

74%penetrationrate*

1.7%

*Percentageofpopulation

2023

20305.5bn

65%penetrationrate*

Mobileinternet

users

2.3%

CAGR

2023-2030

CAGR

2023-2030

*Percentageofpopulation

Percentageofconnections

(excludinglicensedcellularIoT)

202359%

203035%

4G

Percentageofconnections

(excludinglicensedcellularIoT)

5G

2030

14%penetrationrate*

1.8%

CAGR

2023-2030

*Percentageofpopulation

%

Licensed

cellular

5.8bn

2030

tion

toGDP

$5.7tn

5.4%ofGDP

$6.4tn

2023

2030

2023

Employment

19mjobs

Directlysupportedbythemobileecosystem

Plus16mindirectjobs

Smartphones

Percentageofconnections

IoTconnections

2023

78%

3.5bn

2023

2030

91%

Operator

nd

2023$1.11tn

Totalrevenues

2030$1.25tn

Totalrevenues

$1.5tn

Operatorcapexfortheperiod2023–2030:

Public

funding

2023

$560bn

ftli

andspectrumfees)

2G3G

Subscriberpenetration

2023

84%

2030

93%

8

12

2030

4G5G

Smartphoneadoption

2023

88%

2030

89%

Technologymix

45%K25502355%

GreaterChina

Technologymix

69

2G3G4G5G

Subscriberpenetration

2023

78%

2030

80%

Eurasia**

Technologymix

2%2%

45%K230

70

41%

8%

23%

20232030

2023

50%

4G5G

2G3G

Smartphoneadoption

2023

Subscriberpenetration

2023

Smartphoneadoption

2023

63%

78%

83%

2030

2030

2030

91%

70%

93%

AsiaPacific*

Europe

Technologymix

2G3G

Subscriberpenetration

2023

91%

2030

93%

2%

8811%K31616%

2023

2030

4G5G

Smartphoneadoption

2023

82%

2030

91%

*AsiaPacificexcludesGreaterChina

**IncludesArmenia,Azerbaijan,Belarus,Kazakhstan,Kyrgyzstan,Russia,Tajikistan,TurkmenistanandUzbekistan

Executivesummary

8/47

11%

50%

22%

20232030

MiddleEastandNorthAfrica

60%K45%3%

2G3G4G5G

Subscriberpenetration

Smartphoneadoption

2023

2023

65%

81%

2030

Technologymix

314%

2G3G

Subscriberpenetration

2023

44%

2030

49%

47%K2233%

1%

33%

2023

2030

55%

8%

4G5G

Smartphoneadoption

2023

55%

2030

86%

Sub-SaharanAfrica

Technologymix

90%

75%

2030

NorthAmerica

Technologymix

1%3%

53%K

2G3G

Subscriberpenetration

2023

89%

2030

90%

9900%K237%7%

202343%

2030

4G5G

Smartphoneadoption

2023

86%

2030

89%

LatinAmerica

Technologymix

55%

23%

20232030

36%

Subscriberpenetration

2023

72%

80%

2030

78%

92%

66

2G3G4G5G

Smartphoneadoption

2023

2030

Note:Totalsmaynotaddupduetorounding

Executivesummary

9/47

01

Themobileindustry

innumbers

Morepeoplethaneverbeforeare

connectingtothemobileinternet,buttherateofgrowthhasslowed

Bytheendof2023,5.6billionpeople(69%oftheglobalpopulation)subscribedtoamobileservice,representinganincreaseof1.6billionpeoplesince2015.Despitesaturationinhigh-incomecountries,thereisstillroomforgrowthinmanylow-and

middle-incomecountries(LMICs).Consequently,mobilepenetrationisprojectedtoincreaseto

6.3billionby2030,encompassing74%oftheglobalpopulation.

Growthinmobileinternetpenetrationhasbeen

evenfaster.Attheendof2023,58%oftheworld’spopulationusedmobileinternet,equatingto

4.7billionusers–anincreaseof2.1billionsince2015.Ofthe3.4billionpeoplewhoremain

unconnectedtomobileinternet,90%(3billion)live

inanareaalreadycoveredbymobilebroadbandbutdonotusemobileinternetservices.This

underscorestheurgencyofaddressingthe

primarybarrierstomobileinternetadoption,

namelyaffordability(particularlyofhandsets)andliteracy/digitalskills.

Figure1

Globalmobileinternetconnectivity

Percentageofpopulation

Coveragegap

Usagegap

Connected

1.36bn

3.46bn

2.59bn

18%

47%

35%

14%

47%

39%

11%

47%

43%

8%

47%

46%

7%

45%

49%

6%

43%

52%

5%

41%

55%

5%

39%

57%

4%

37%

58%

0.34bn

3.03bn

4.72bn

201520162017201820192020202120222023

Note:Totalsmaynotaddupduetorounding.Everyyear,GSMAIntelligenceupdatesitsestimatesofthenumberofmobileinternetsubscribersineachcountry,incorporatingnew(and/orupdated)datafromoperators,regulators,nationalstatisticsagenciesandconsumersurveyswhereavailable.Insomecountriesand

regions,estimatesofmobileinternetadoptionmaythereforedifferfromwhatwaspresentedinpreviouseditionsofTheMobileEconomyandTheStateofMobileInternetConnectivityreports.2023isbasedonestimateddataandmaybeupdatedlaterin2024.

Source:GSMAIntelligence

Themobileindustryinnumbers

11/47

Overhalfof

connectionswillbeon5Gby2029

5Gcommercialisationcontinuestogatherpace

aroundtheworld.AsofJanuary2024,261

operatorsin101countriesgloballyhadlaunchedcommercial5Gmobileservices.Moremarketsareexpectedtofollow,withmorethan90operatorsfrom64marketsmakingacommitmenttolaunch5Ginthecomingyears.Therewere1.6billion5Gconnectionsattheendof2023,whichwillriseto5.5billionby2030.

Thenumberofconnectionsonlegacynetworks

(2Gand3G)willcontinuetodeclineinthecomingyearsasusersmigrateto4Gand5G,leadingtoanincreasingnumberofnetworksunsets.AccordingtoGSMAIntelligence,143networks(2Gand3G)

arescheduledtoberetiredbetweentheendof

2023and2030,witharound50%oftheseplannedbytheendof2024.1

Figure2

Mobileadoptionbytechnology

Percentageoftotalconnections

70%

60%

50%

40%

30%

20%

10%

0%

20232024202520262027202820292030

5G56%

4G35%

3G8%

1%

Source:GSMAIntelligence

2G

1.

Spectrum:fivetrendstowatchin2024

,GSMAIntelligence,December2023

Themobileindustryinnumbers

12/47

55%

Thepaceof5G

adoptionwillvarysignificantlyaroundtheworld

TheGCCstates,developedAsiaPacific,North

AmericaandGreaterChinawillleadthewayin

termsof5Gadoption,drivenbytheexpansionofnetworkcoverage,intensified5Gmarketingeffortsandtheincreasingprevalenceof5Gdevices.With5Galreadyestablished,leadingoperatorsinthesemarketsarenowrollingout5GSAandmaking

plansfor5G-Advanced.

However,inemerging5Gmarketsthepaceof

growthinconnectionsandcoveragewillbeslowerduetochallengesrelatedtodeviceaffordability

andspectrumavailability.Thishighlightsthat4Gstillhasplentyofroomtogrowandwillremainthedominanttechnologyinmanycountriesforthe

periodto2030.

Figure3

5Gadoptionin2030

2024-2030increase

2023

Percentageoftotalconnections

Leading5Gmarkets

GCCstates

DevelopedAsiaPacific*

NorthAmerica

GreaterChina

Europe

95%

93%

90%

88%

81%

5Gconnections

(2030)

99m

296m

443m

1.69bn

654m

Emerging5Gmarkets

425m

347m

44%

LatinAmerica

RestofMENA

41%

138m

1.14bn

40%

234m

17%

Eurasia

RestofAsiaPacific

Sub-SaharanAfrica

*Australia,Japan,NewZealand,SingaporeandSouthKorea

Source:GSMAIntelligence

Themobileindustryinnumbers

13/47

500

450

400

350

300

250

200

150

100

50

Mobiledatatrafficwillrisefourfoldintheperiodto2030

Despitetalkofaslowdowningrowth,monthly

globalmobiledatatrafficperconnectionsurgedfrom10.2GBin2022to12.8GBin2023,markingthelargestabsoluteincreasesincedatatrackingcommencedin2016.Inlinewithpreviousyears,asignificantdisparitypersistsbetweenhigh-incomeregionsandLMICs.OneexceptionisIndia,wheretheaveragemonthlydatausageof19GBranks

amongthehighestworldwide.

Lookingahead,mobiledatatrafficisforecasttogrowataCAGRof23%between2023and2030,reachingmorethan465exabytes(EB)permonthbytheendofthedecade.

Figure4

Globalmobiledatatraffic

EBpermonth

0

20232024202520262027202820292030

Sub-SaharanAfrica

Eurasia

LatinAmerica

MENA

GreaterChina

NorthAmerica

Europe

AsiaPacific*

Mobiledatatrafficperconnection(GBpermonth)

Region

2023

2030

CAGR2023–2030

AsiaPacific*

14

53

21%

Eurasia

13

41

18%

Europe

17

71

22%

GreaterChina

13

54

23%

LatinAmerica

7

32

23%

MENA

10

31

18%

NorthAmerica

29

90

17%

Sub-SaharanAfrica

2

9

23%

*AsiaPacificexcludesGreaterChina

Source:GSMAIntelligence

Themobileindustryinnumbers

14/47

5GaddsimpetustolicensedcellularIoT

Whilecellularnetworkscurrentlyhandlearound15%oftotalIoTconnections,therapidexpansionoftheIoTmarketprovidessignificantroomfor

growthinthecellularIoTspace.Accordingly,thenumberoflicensedcellularIoTconnectionsis

expectedtoreach5.8billiongloballyby2030,upfrom3.5billionin2023(8%CAGR).

ChinaispositionedattheforefrontofIoTgrowth,withChineseoperatorsandvendorsreporting

progresswith5GLAN,5GIoT,edgecompute

and5Gprivatenetworks,supportedbyambitioustimelinesforfurtherservicelaunches.2

Figure5

LicensedcellularIoTconnections

Billion

3.5

2023

1.5

GreaterChina

0.3

NorthAmerica

0.3

Europe

0.1

AsiaPacific*

0.1

Latin

America

0.05

Eurasia

0.03

MENA

0.02

Sub-SaharanAfrica

5.8

2030

*AsiaPacificexcludesGreaterChina

Source:GSMAIntelligence

2.

ShouldChinabeseenasaglobalbenchmarkforenterprise5G?

,GSMAIntelligence,October2023

Themobileindustryinnumbers

15/47

Globalmobile

revenueswillexceed$1.2trillionby2030

Throughoutthecurrentdecade,annualmobile

revenuegrowthisexpectedtostayinpositive

territoryforbothhigh-incomecountriesand

LMICs,albeitinthelow-single-digitfiguresin

percentageterms.New5Gnetworkcapabilities

willbepivotalforgeneratingnewrevenuestreamsbymeetingspecificcustomerdemandsand

monetising5Gnetworkinvestmentsintheprocess.

Globalmobilecapex/revenuewas19%atthe

endof2022,likelymarkingthepeakofthe5G

investmentcycle.However,mobileoperatorcapexisstillprojectedtoreach$1.5trillionbetween2023and2030.Operatorswillalsohavetocontendwithstubbornopexcosts,whichareoftenaround4×

capexcosts.Thisisdrivingoperatorstoacceleratenetworkandserviceautomationalongwithotheropex-savinginitiatives.3

Figure6

Mobilerevenueandyear-on-yeargrowth

Billion

$1,400

16%

$1,200

14%

$1,000

12%

10%

8%

$600

6%

$400

4%

$200

2%

0%

20232024202520262027202820292030

Source:GSMAIntelligence

High-incomecountries

Low-andmedium-incomecountries

Capextorevenue(%)

$800

18%

$0

3.

NetworkTransformation2023

,GSMAIntelligence,November2023

Themobileindustryinnumbers

16/47

In2023,the

mobilesector

added$5.7trillionofeconomicvaluetotheglobal

economy

In2023,mobiletechnologiesandservices

generated5.4%ofglobalGDP,acontributionthatamountedto$5.7trillionofeconomicvalueadded.

Thegreatestbenefitscamefromproductivityeffectsreaching$3.5billion,followedbytheindirectcontribution,whichgenerated$690billion.

Themobileecosystemisformedofthree

categories:mobileoperators;infrastructureandequipment;andcontentandservices.

‘Infrastructureandequipment’encompassesnetworkequipmentproviders,device

manufacturersandIoTcompanies.Meanwhile,‘contentandservices’encompassescontent,mobileapplicationandserviceproviders,

distributorsandretailers,andmobilecloudservices.

Figure7

Totaleconomiccontributionofthemobileindustry,2023

Billion

$5,700

Mobileecosystem

$690

$350

$540

0.1%

$660

0.6%

Mobile

operators

Source:GSMAIntelligence

Infrastructure

and

equipment

Contentandservices

Productivity

$3,470

Indirect

0.2%

5.4%

0.7%

3.8%

Total

Themobileindustryinnumbers

17/47

Attheendofthe

decade,mobile’s

economic

contributionwill

reach$6.4trillion

By2025,mobile'scontributionisexpectedto

reachalmost$6trillion,risingtoabout$6.4trillionby2030ascountriesaroundtheworldincreasinglybenefitfromtheimprovementsinproductivityandefficiencybroughtaboutbytheincreasedtake-upofmobileservices.

Figure8

Economicimpactofmobile

Billion

$5,700

2023

Source:GSMAIntelligence

$6,360

2030

$5,950

2025

Theglobalmobileecosystem

supportedaround35millionjobsin2023

Mobileoperatorsandthewidermobileecosystemprovideddirectemploymenttomorethan

19millionpeopleacrosstheworld.Inaddition,

theeconomicactivityintheecosystemgenerated16millionjobsinothersectors,meaningthat

around35millionjobsweredirectlyorindirectlysupported.

Figure9

Employmentimpactofthemobileindustry,2023

Jobs(million)

16

35

19

Indirect

Source:GSMAIntelligence

Direct

Total

Themobileindustryinnumbers

18/47

In2023,thefiscal

contributionofthemobileecosystem

reached$560billion

In2023,themobilesectormadeasubstantial

contributiontothefundingofthepublicsector,witharound$560billionraisedthroughtaxesonthesector.ThemajorcontributionwasdrivenbyservicesVAT,salestaxesandexciseduties,whichgenerated$220billion,followedbyemploymenttaxesandsocialsecurityat$170billion.

Figure10

Fiscalcontributionofthemobileecosystem,2023

Billion

$170

$80

$560

$220

HandsetVAT,

salestaxes,

exciseand

customsduties

Source:GSMAIntelligence

Employment

taxesandsocial

security

ServicesVAT,

salestaxesand

exciseduties

Corporatetaxesonprofits

$90

Total

Themobileindustryinnumbers

19/47

5Gwilladdmore

than$930billiontotheglobaleconomyin2030

5Gisexpectedtobenefittheglobaleconomybymorethan$930billionin2030,oraround15%oftheoveralleconomicimpactofmobile.Muchof

thiswillmaterialiseindevelopedregions,includingAsiaPacific,NorthAmericaandEurope,which

areexpectedtoseestronggrowthinthenextfiveyears.Towardstheendofthedecade,LMICsareexpectedtorealiseanincreasingproportionof

5Geconomicbenefits,asthetechnologystartstoachievescaleandwidespreadadoption.

5Gisexpectedtobenefitalleconomicsectorsoftheglobaleconomy,althoughsomeindustrieswillbenefitmorethanothersduetotheirabilityto

incorporate5Gusecasesintheirbusiness.Over

thenextsevenyears,36%ofbenefitsareexpectedtooriginatefromthemanufacturingsector,15%

frompublicadministrationand10%fromservices,drivenbyapplicationsinsmartfactories,smart

citiesandsmartgrids.

Figure11Other

Annual5GcontributionbyindustryConstructionandrealestate

Finance

Billion

Informationandcommunication

Services

Publicadministration

Manufacturing

$0

20232024202520262027202820292030

Source:GSMAIntelligence

$1,000$900

$800

$700

$600

$500

$400

$300

$200

$100

15%

7%8%

9%

10%

15%

36%

Themobileindustryin

numbers

20/47

02

Mobileindustry

trends

2.1

5G:5Gstandaloneand5G-Advancedcomeintofocus

5Gtechnologyisnowavailableinmorethan

100countriesaroundtheworld.AsofJanuary

2024,261operatorsin101countriesglobally

hadlaunchedcommercial5Gmobileservices.

Inadvancedandemergingmarketsalike,fixed

wirelessaccess(FWA)hasproventobean

importantusecasefor5Gtechnology,withmanyoperatorsprioritisingthesolutionintheiroverall5Grolloutstrategy.AsofJanuary2024,117

operatorsin57marketshadlaunched5GFWA.Thismeansthat5GFWAhasbeenlaunched

inmorethanhalfofthecountrieswhere5Gispresent.

Themajorityof5Gnetworkshavebeenbuiltonthenon-standalone(NSA)architecture,withthefocusonenablingthebasicsofconnectivity:

wide-areacoverage,capacityandsolution

reliability.5GNSAhasallowedoperatorstouse5Gnewradiooverexisting4Ginfrastructureandhasbeeninstrumentalto5G’srapidrolloutandadoptionbyreducingthecapitalrequirement

andtimetomarketforoperators.However,themobileindustryisincreasinglymovingtothe

5Gstandalone(SA)architectureandothernewstandardsthatcouldunlockinnovative5Gusecasesandcreatenewrevenuestreams.

GSMA

Mobileindustrytrends

22/47

Deploymentof5GSAgainstraction

AsofJanuary2024,47operatorsgloballyofferedcommercial5GservicesonSAnetworks,with

AsiaPacificandEuropeaccountingformore

thanhalfofthese.5GSAnetworks,builton5G

equipmentfromendtoend,promisetodeliver

newcapabilitiesandaddressthelimitationsof

NSAarchitecturearisingfromtheuseofa4Gcore.Thesecapabilities,notablynetworkslicing,ultra-

low-latencycommunicationandmassivemachine-typecommunications,areexpe