《2023年欧洲移动经济报告（英）_市场营销策划_重点报告202301202_doc.docx》由会员分享，可在线阅读，更多相关《2023年欧洲移动经济报告（英）_市场营销策划_重点报告202301202_doc.docx（54页珍藏版）》请在课桌文档上搜索。
1、TheMObMEconomy、Europe2023G三MATheGSMAisglobalorganisationunifyingthemobileecosystemtodiscover,developanddeliverinnovationfoundationaltopositivebusinessenvironmentsandsocietalchange.Ourvisionistounlockthefullpowerofconnectivitysothatpeople,industryandsocietythrive.Representingmobileoperatorsandorganis
2、ationsacrossthemobileecosystemandadjacentindustries,theGSMAdeliversforitsmembersacrossthreebroadpillars:ConnectivityforGood,IndustryServicesandSolutions,andOutreach.Thisactivityincludesadvancingpolicy,tacklingtodaysbiggestsocietalchallenges,underpinningthetechnologyandinteroperabilitythatmakemobilew
3、ork,andprovidingtheworldslargestplatformtoconvenethemobileecosystemattheMWCandM360seriesofevents.WFollowtheGSMAonTwitter/X:GSMAGMMAIntelligenceGSMAIntelligenceisthedefinitivesourceofglobalmobileoperatordata,analysisandforecasts,andpublisherofauthoritativeindustryreportsandresearch.Ourdatacoversevery
4、operatorgroup,networkandMVNOineverycountryworldwide-fromAfghanistantoZimbabwe.Itisthemostaccurateandcompletesetofindustrymetricsavailable,comprisingtensofmillionsofindividualdatapoints,updateddaily.GSMAIntelligenceisreliedonbyleadingoperators,vendors,regulators,financialinstitutionsandthird-partyind
5、ustryplayers,tosupportstrategicdecision-makingandlong-terminvestmentplanning.Thedataisusedasanindustryreferencepointandisfrequentlycitedbythemediaandbytheindustryitself.Ourteamofanalystsandexpertsproduceregularthought-leadingresearchreportsacrossarangeofindustrytopics.infoContentsExecutivesummary21
6、.Themobileindustryinnumbers92 .Mobileindustrytrends2421 Unlockingtherevenuepotentialof5G2522 Transformingnetworks2723 3Reignitingsatelliteconnectivity2824 4ExploringtheroleofgenerativeAl3025 Shiftingtocircularity3226 6Growingfintechopportunities343. Mobileindustryimpact363.1 Operatorprogresswithsust
7、ainability373.2 MobilesimpactontheSDGs384. Mobileindustryenablers404.1 GraspingcontrolofErope,sdigitalfuture41GSMAExecutivesummaryDigitaltechnologiesareplayingacrucialroleinEuropeaseconomiesadvancetheireffortstoembracegreenanddigitaltransformation.5GconnectivityisservingasacatalystforGDPgrowthandapo
8、werfultooltohelpcombatclimatechange.Inthecomingyears,themobileecosystemwillfocusonimproving5Gcoverageinruralareasandincreasinginvestmenttosupportthegrowingadoptionofusecasesenabledby5Gstandalone(SA)and5G-Advancedtechnologies.Thecontributionfrommobiletechnologiesandservicestosocialandeconomicprogress
9、inEuropecontinuestogrow.5GCOnneCtiV计yandservicesaresettogenerateeconomicbenefitsof153billionin2030.Itisthereforeimperativethatstakeholderstakestepstoensurecontinuedinvestmentandthelongtermsustainabilityofthemobileindustry.Thismeansaresetofthepolicyframeworkgoverningthedigitalcommunicationsecosystem,
10、andeffectivespectrumpolicytosupporttheDigitalDecadegoals.5Gconnectivityandservicesaresettogenerateeconomicbenefitsof153billionin2030KeytrendsshapingthemobileecosystemUnlocking5G,srevenuepotentialInEurope,attentionisshiftingto5Gmonetisation,asoperatorsseekreturnsontheirsignificantcapitaloutlays.Speed
11、-basedtariffsandbundlesthatpackagecontentandserviceswithmobilesubscriptionsofferwaystogrowaveragerevenueperuser(ARPU)inafiercelycompetitivemarket.Operatorscanalsolooktoearlyexamplesofsuccesswith5Gfixedwirelessaccess(FWA)inAustriaandItaly.Thetransitionto5GSAshouldaddfurtherimpetusto5Gmonetisationeffo
12、rtsbyintroducingnewcapabilities,includingimprovedsupportfornetworkslicing.While5GSAdeploymentsinEuropehavebeentrailingotherregions,recentlaunchesbyOrangeSpain,MovistarandVodafoneUKpointtogrowingmomentum.Similarly,private5GdeploymentsaregainingtractioninEurope,offeringopportunitiestocreatenewrevenues
13、treamsandserveadditionalenterprisecustomers.TransformingnetworksThereisaneedtorethinkthedesignoftelecomsnetworkstomeetevolvingconnectivityrequirementsandenabletherapidexpansionofdata-driventechnologies(Alandweb3.0).Aswellasinvestmentsininfrastructurerollout,thisnetworktransformationentailsthes。什WQri
14、SQtionandvirtualisationofnetworkfunctions,aswellascloudnativeanddisaggregatednetworkarchitectures.Tomanageincreasingcomplexity,operatorsneedtoinvestheavilyinnetworkautomation,includingtheuseofAlandmachinelearning,aswellassoftwareskills.Theseallowcustomisedconnectivitysolutionstobeprovided,aswellasad
15、dedservicesandfunctionality(suchasedgecloud),whichcanbeofferedtocustomersusingstandardisedinterfaces(networkasaservice).ReignitingsatelliteconnectivitySatellitebroadbandisbeingreinventedthroughthelowEarthorbit(LEO)constellationmodel.Thisunderpinsagrowinglistofpartnershipsbetweenmobileoperatorsandsat
16、ellitecompanies.Inmanycases,operatorsarepartneringwithsatellitecompaniesforwholesalesatellitebackhaulaccess.Direct-to-device(D2D)agreementsarealsogrowinginnumber,providingsatelliteconnectivitydirectlytosmartphonesandIoTdeviceswithouttheneedforadishorotherreceivingequipment.Muchofthisstemsfromtheinte
17、grationofnon-terrestrialnetworks(NTNs)intothe3GPP,s5Gnewradio(NR)standard,meaningsatelliteconnectivitycanbeaccessedseamlesslyondevicesupdatedtoRelease17orlater.ExploringtheroleofgenerativeAlIthasbeenlessthanayearsinceChatGPTlaunched,introducingmuchoftheworldtogenerativeAl.Sincethen,competitorshaveem
18、ergedandbusinesseshavebeguntoexplorehowtousethetechnology.Formobileoperators,therangeofgenerativeAlapplicationsisbroad,coveringareasincludingcodedevelopmentsupport,networkmanagement,customercareandcustomisedpropositiondevelopment.DeSP计ethepotentialtoreapsignificantbenefitsfromtheapplicationofadvance
19、dAl,ethicalconcernsaroundthetechnologystillneedtobeaddressed.MobileoperatorsmustalsoupskillstaffandrecruitexternalexpertisetotakefulladvantageoftheAlopportunity.ShiftingtocircularityCircularityisapriorityforpolicymakersandindustryplayers.Thisinvolvesconsideringtherightuseofmaterials,developinglong-l
20、astingdevicesandusingrecyclablematerials.However,behaviouralchangeamongconsumersisneededtoextendtheaveragethree-yeardeviceusageperiod.Governmentsandecosystemplayersareworkingtogethertoraiseawarenessandincentiviseconsumers.InEurope,operatorsareattheforefrontW计hplanstopromotetherecyclingofmobilephones
21、,otherdevicesandnetworkequipment.Growingfintechopportunities4G5GusersinEuropeareincreasinglyrelyingontheirsmartphonesforfinancialservices.Theshifthasdrivenenhancementsinthefintechsector,includingnewsolutionsforcustomersandthemodernisationoftraditionalbankingsystems.Operatorsintheregionaremakingpartn
22、ershipmovestocapitaliseontheshiftoffinancialservicestodigitalchannels.Keymobileindustrymilestonesto2030Over85%mobileinternetpenetration.87%mobileinternetpenetration3Gconnectionsfallbelow15million574million5Gconnections 69% 4G adoption2Gadoptionfallsbelow1%Over500millionuniquesubscribers4Gadoptionfal
23、lsto20%92%subscriberpenetration5Gadoptionexceeds60%Over158million5Gconnections89%smartphoneadoption33%5Gadoption舒:%;，fas70%5GadoptionDlOWOU/oOver90%smartphoneadoption.83%smartphoneadoption.5Gadoptionexceeds50%.88%smartphone.87%5Gadoptionadoption.3Gadoptionfallsbelow5%.85%smartphoneadoption3Gadoption
24、fallsbelow2%4Gadoptionfallsto12%PoliciesforgrowthandinnovationForEurope,achievinggloballeadershipinthedigitaleconomyandenvironmentalsustainabilityrequiresambitiousinfrastructuretargets,includingfull5Gcoverage.However,significantdisparitiespersistin5Gdeployment,particularlyinruralareas,withanestimate
25、dinvestmentgapofatleast174billiontomeettheDigitalDecadeconnectivitytargets.TosecureEuropesdigitalfuture,theregionshouldfocusonthefollowingkeypolicyareas:adigitalinfrastructureframeworkandthesimplificationofregulation;buildingscalethroughin-marketconsolidation;andpro-investmentspectrumpolicy.Effectiv
26、espectrumpolicycanhelpspurstrongandsustainableeconomicgrowthandensure5GforIIEuropeancitizensandbusinessesbytheendofthedecade.ThereviewofEUspectrumpolicypresentsanOPPOrtUn计yforreform,allowingforfurtherharmonisationintermsofspectrumlicensingapproachandalignmentofspectrumpolicywiththeDigitalDecadeobjec
27、tives.Tomakespectrumpolicyaleverforinvestmentandgrowth,regulatorsshouldconsidermeasuressuchasensuringlongtermlicencetermsandalignmentwithinvestortimeframes,preventinginefficientspectrumawards,andincreasingtransparencyinannualfees.Penetration ratePercentage of population 2030 0b3c)TheMobileEconomyEur
28、ope斤KUniquemobileLJsubscribers2022496mI507mMobileinternetusers2022464m。479mSlMconnections(excludinglicensedcellularIoT)2022714r2030734Percentageofconnections(excludinglicensedcellularIoT)PenetrationratePercentageofpopulation*CAGRT)2022-20300.3%202211%急87%久；Licensedcellular(夕IoTconnections显瑞2022-501m
29、2022Operatorrevenuesandinvestment156bn2030162bnOperatorcapex198bn20232030XMobilescontributionQtoGDP202291Obn(3%Jfgdr上1trillionPublicfunding202211Obn/Mobileecosystemcontributiontopublicfunding(beforeregulatoryandspectrumfees)Employment1.3millionjobsEJ膘9millionDirectlysupportedbythemobileecosystemin20
30、22jobssupportedindirectlyFranceTechnology mix*Technology mix* 2G，3G *4G 5GTechnology mix*.4G .5GTechnology mix*2GG 4G 5GSubscriberandtechnologytrendsforkeymarketsSubscriberpenetration202293%2030*96%Smartphoneadoption2022A85%2030A94%Subscriberpenetration2022A91%2030ft94%Smartphoneadoption2022ft82%203
31、0A93%Subscriberpenetration202294%2030A96%Smartphoneadoption2022A78%203088%Subscriberpenetration2022ft92%203093%Smartphoneadoption2022A85%203091%Percentageoftotalconnections(excludinglicensedcellularIoT)OlThemobileindustryinnumbersEuropewillhavemorethan500millionuniquemobilesubscribersby2030Withgrowt
32、hof11millionsubscribersbetween2022and2030,Europewillreach507millionby2030.UniquemobilesubscriberpenetrationinEuropewillreach92%ofthepopulationby2030-higherthanNorthAmericaandmuchhigherthantheglobalaverage(at73%).WithinEurope,penetrationratesareabove90%inmostcountries,withFrancereaching96%,Germany94%
33、andtheUK93%by2030.Figure1Europe:mobilesubscribersandpenetrationSource：GSMAIntelligenceMobile internet penetration in Europe reached 85% in 2022Withmorethan460millionpeopleconnectedtothemobileinternetinEurope,themobileinternetusagegapnarrowedto14%in2022.MostcountriesinEuropehadmobileinternetpenetrati
34、onratesabove60%asof2022.Somecountries,includingDenmark,Italy,SpainandPortugalhaveratesofmorethan90%.Figure2Mobileinternetpenetrationbyregion,2022PercentageofpopulationGlobalEuropeNorthAmericaChina1.atinAmericaAsiaPacific*ConnectedUsagegapCoveragegap*ExcludesChinaSource:GSMAIntelligence5G will be the
35、 dominant mobile technology in Europe by 2026Withnewnetworkdeployments,5Gadoption(asapercentageoftotalconnections)continuestogrowinEurope,as4Gadoptionbeginstodecline.5Gissettodominateby2026,solegacynetworks(2Gand3G)arebeingphasedout.IntheUK,allthemobilenetworkoperatorshavepledgedtoturnoff2Gand3Gby20
36、33.3Gislikelytobeswitchedoffbefore2GinEurope.OperatorsfromDenmark,GreeceandSwedenplantoswitchoff3Gbytheendof2023.1Theshuttingdownof2G3Gnetworksremovestheavailabilityofcircuit-switchedemergencycalling(circuitswitchedistypicallyusedforemergencycallinginmarketswherevoiceoverLTE,orVoLTE,hasbeendeployed)
37、.FollowingconcernsregardingtheavailabilityandinteroperabilityofVoLTEemergencycallsinbothEuropeandtheUS,theGSMAanditsmembershavecometogethertoupdateandaligntechnicalspecifications.2Figure 3Europe:mobileadoptionbytechnologyPercentageoftotalconnectionsSource: GSMA IntelligenceGermany and the UK are dri
38、ving uptake of 5G in Europe5GisexpandingrapidlyinEurope,withthenumberofconnectionsestimatedtohaveroughlydoubledbetweentheendof2022and2023.Overtheperiodto2030,5Gconnectionswillincreasetoreach638million(anadoptionrateof87%).Mostcountriesintheregionwillsee5Gadoptionratesfor2030thatareabovetheglobalaver
39、age,withtheleadingmarketsofGermanyandtheUKforecasttoexceed90%.Figure 45Gadoptionin2030PercentageoftotalconnectionsGlobal average:Europe average:5G connectionsSouth KoreaCanadaUSGermanyUKJapanFranceChina54%87%(2030)Tift95%62mT95%41m iiB95%400m ii94%115m 93%84mT192%O5e ik*90%71m i、88%1.6bnSource：GSMAI
40、ntelligenceBy 20305 smartphone connectionswill total more than 665 million in EuropeFigure 5Smartphone adoptionPercentage of total connections (excluding licensed cellular IoT).2022 .2030By2030,smartphoneadoptionwillreach91%inEurope,matchingtheglobalaverage.Growthinsmartphoneconnectionswillbeseenacr
41、ossallcountriesintheregion.Germanyisforecasttoleadintermsofnumberofsmartphoneconnectionsby2030,adding15millionbetween2022and2030.Theavailabilityofaffordablesmartphoneshasplayedakeyroleindrivingadoption.Tohelpextendthelivesofsmartphones,theEuropeanCouncilin2023adoptedregulationrequiringallsmartphones
42、tohavereplaceablebatteriesby2027.Theregulationencouragesright-to-repairforusers,andaimstoreducee-waste.Globalaverage(2030):91%TopthreesmartphonemarketsinEurope(smartphoneconnections,2030)Germany113millionUK82millionFrance74millionMobiledatatrafficinEuropewillalmosttripleoverthenextfiveyearsMobiledat
43、atrafficacrosstheregionwillriseconsiderablywithmigrationto4G(particularlyinCentralandEasternEurope)andimproved5Gnetworkcoverageandcapacity.AGSMAIntelligenceconsumersurveyshowedthat5Gsubscribersareparticularlyinterestedinaddingservicesandcontenttotheirmobilecontracts,withpotentialimplicationsfordatau
44、se.Uptakeofappsforgaming,extendedrealityandvideoaretheprimarydriversfortheincreaseindatausage.Operatorsareevolvingtheirmobilenetworkstomeetthisgrowingdemandandensureaconsistentexperienceacrosslocations.Figure 6MobiledatatrafficpersmartphoneGBpermonthNorth AmericaWestern Europe20222020Increase 2.9202
45、85658J20221816202220222.93.7IncreaseIncrease20284720282028Northeast AsiaGlobal averageLatin AmericaIncrease 3.02022I Increase 2.8-2028Source: GSMA Intelligence, based on Ericsson Mobility Report June 2023Licensed cellular IoT connections in Europe will double by 2030Europe will have more than 500 million licensed cellular IoT connections3 by 2030, driven by growth in the automotive and utilities sectors. More than 70% of operators in Europe deem IoT to be a very or extremely
