2023年欧洲移动经济报告（英）_市场营销策划_重点报告202301202_doc.docx

TheMObMEconomy、Europe2023G三MATheGSMAisglobalorganisationunifyingthemobileecosystemtodiscover,developanddeliverinnovationfoundationaltopositivebusinessenvironmentsandsocietalchange.Ourvisionistounlockthefullpowerofconnectivitysothatpeople,industryandsocietythrive.Representingmobileoperatorsandorganisationsacrossthemobileecosystemandadjacentindustries,theGSMAdeliversforitsmembersacrossthreebroadpillars:ConnectivityforGood,IndustryServicesandSolutions,andOutreach.Thisactivityincludesadvancingpolicy,tacklingtoday'sbiggestsocietalchallenges,underpinningthetechnologyandinteroperabilitythatmakemobilework,andprovidingtheworld'slargestplatformtoconvenethemobileecosystemattheMWCandM360seriesofevents.WFollowtheGSMAonTwitter/X:GSMAGMMAIntelligenceGSMAIntelligenceisthedefinitivesourceofglobalmobileoperatordata,analysisandforecasts,andpublisherofauthoritativeindustryreportsandresearch.Ourdatacoverseveryoperatorgroup,networkandMVNOineverycountryworldwide-fromAfghanistantoZimbabwe.Itisthemostaccurateandcompletesetofindustrymetricsavailable,comprisingtensofmillionsofindividualdatapoints,updateddaily.GSMAIntelligenceisreliedonbyleadingoperators,vendors,regulators,financialinstitutionsandthird-partyindustryplayers,tosupportstrategicdecision-makingandlong-terminvestmentplanning.Thedataisusedasanindustryreferencepointandisfrequentlycitedbythemediaandbytheindustryitself.Ourteamofanalystsandexpertsproduceregularthought-leadingresearchreportsacrossarangeofindustrytopics.infoContentsExecutivesummary21 .Themobileindustryinnumbers92 .Mobileindustrytrends2421 Unlockingtherevenuepotentialof5G2522 Transformingnetworks2723 3Reignitingsatelliteconnectivity2824 4ExploringtheroleofgenerativeAl3025 Shiftingtocircularity3226 6Growingfintechopportunities343. Mobileindustryimpact363.1 Operatorprogresswithsustainability373.2 Mobile'simpactontheSDGs384. Mobileindustryenablers404.1 GraspingcontrolofErope,sdigitalfuture41GSMAExecutivesummaryDigitaltechnologiesareplayingacrucialroleinEuropeaseconomiesadvancetheireffortstoembracegreenanddigitaltransformation.5GconnectivityisservingasacatalystforGDPgrowthandapowerfultooltohelpcombatclimatechange.Inthecomingyears,themobileecosystemwillfocusonimproving5Gcoverageinruralareasandincreasinginvestmenttosupportthegrowingadoptionofusecasesenabledby5Gstandalone(SA)and5G-Advancedtechnologies.ThecontributionfrommobiletechnologiesandservicestosocialandeconomicprogressinEuropecontinuestogrow.5GCOnneCtiV计yandservicesaresettogenerateeconomicbenefitsof153billionin2030.Itisthereforeimperativethatstakeholderstakestepstoensurecontinuedinvestmentandthelongtermsustainabilityofthemobileindustry.Thismeansaresetofthepolicyframeworkgoverningthedigitalcommunicationsecosystem,andeffectivespectrumpolicytosupporttheDigitalDecadegoals.5Gconnectivityandservicesaresettogenerateeconomicbenefitsof153billionin2030KeytrendsshapingthemobileecosystemUnlocking5G,srevenuepotentialInEurope,attentionisshiftingto5Gmonetisation,asoperatorsseekreturnsontheirsignificantcapitaloutlays.Speed-basedtariffsandbundlesthatpackagecontentandserviceswithmobilesubscriptionsofferwaystogrowaveragerevenueperuser(ARPU)inafiercelycompetitivemarket.Operatorscanalsolooktoearlyexamplesofsuccesswith5Gfixedwirelessaccess(FWA)inAustriaandItaly.Thetransitionto5GSAshouldaddfurtherimpetusto5Gmonetisationeffortsbyintroducingnewcapabilities,includingimprovedsupportfornetworkslicing.While5GSAdeploymentsinEuropehavebeentrailingotherregions,recentlaunchesbyOrangeSpain,MovistarandVodafoneUKpointtogrowingmomentum.Similarly,private5GdeploymentsaregainingtractioninEurope,offeringopportunitiestocreatenewrevenuestreamsandserveadditionalenterprisecustomers.TransformingnetworksThereisaneedtorethinkthedesignoftelecomsnetworkstomeetevolvingconnectivityrequirementsandenabletherapidexpansionofdata-driventechnologies(Alandweb3.0).Aswellasinvestmentsininfrastructurerollout,thisnetworktransformationentailsthes。什WQriSQtionandvirtualisationofnetworkfunctions,aswellascloudnativeanddisaggregatednetworkarchitectures.Tomanageincreasingcomplexity,operatorsneedtoinvestheavilyinnetworkautomation,includingtheuseofAlandmachinelearning,aswellassoftwareskills.Theseallowcustomisedconnectivitysolutionstobeprovided,aswellasaddedservicesandfunctionality(suchasedgecloud),whichcanbeofferedtocustomersusingstandardisedinterfaces(networkasaservice).ReignitingsatelliteconnectivitySatellitebroadbandisbeingreinventedthroughthelowEarthorbit(LEO)constellationmodel.Thisunderpinsagrowinglistofpartnershipsbetweenmobileoperatorsandsatellitecompanies.Inmanycases,operatorsarepartneringwithsatellitecompaniesforwholesalesatellitebackhaulaccess.Direct-to-device(D2D)agreementsarealsogrowinginnumber,providingsatelliteconnectivitydirectlytosmartphonesandIoTdeviceswithouttheneedfor