2024年亚太地区移动经济报告（英）-52正式版.docx

GSMAeMobi1.eAEconomyAsiaPacif1.c2024GSMATheGSMAisaghobaOrganrSabonUnefyingthemobi1.eecosystemtodiscover,deve1.opa11dde1.iverinnovationfoundationa1.toPOeitJVebusinessenvironmentsandsocieta1.changeOurvisionistoUrUoCkthefu1.1.PCWerofOonnecUvItysothatpeop1.e,industryandsocietythrive.Representingmobi1.eoperatorsandorganisationsacrosstemobi1.eecosystemandadjacentindustries,theGSMAde1.iversforitsmembersacrossthreebroadpi1.1.ars：ConnectivityforGood.IndustrySerV忙esandSo1.utions,andOu1.reach.Thisactivityinc1.udesadvancingPQIWUckhngtodaysbiggestsocieta1.cha1.1.enges,underpinningthetechno1.ogyandinteroperab*tythatmakemcWeWOrKandprovidingtheWOrkJS1.argestp1.atformtoCOovenethe11>obiteecosystemattheMWCandM360SeOeSofevents.Werwrteyoutofindoutmoreatgsma.c<xnFo1.1.owtheGSMAonX:GSMAFd1.owtheGSMAon1.inked1.nGSMAInte1.1.igenceGSMAInte1.1.igenceisthedfiri1.ivesourceOfg1.oba1.mobi1.eoperatordata,ana1.ysisandforecasts,andpubfcsherofauttxxitatieindustryreportsandresearchOurdatavereeveryoperatorgroup,ehori<andMVNOineveryOeXjn1.ryWOrtdWide-fromAfghanistantoZirTt>abwG.Itistnemeetaccurateandcomp1.etesetIndustrymetricsavabprisingtensofmi1.1.ionsofindividua1.datapoints,updateddai1.y.GSMAInte1.1.igenceisre1.iedonby1.eadingoperators,vendors,regu1.ators,financia1.institutionsandthird-partyindustryp1.ayers,tosuppodstrategicddsionmaki11gandkxg-terminvestmentp1.anning.Thedatarsusedasanindustryreferencepointandisfrequent1.y61.dbythemediaandbytheindustryrtsetf.Ourteamofana1.ystsandexpertsproduceregu1.arth<jght-teadngresearchreportsacrossarangeofindustrytopicsKInfoggsmainteIIigefKCcomContentsExecutivesummary21. Themobi1.eindustryinnumbers102. Mobi1.eindustrytrends212.1 5G:focusshiftsto5G-Advancedand5GRedCap222.2 OpenGateway:operatorsunitetodriveAPIprogress262.3 Sate1.1.itesandNTNs:momentumbui1.dsbehindaeria1.nnectivity282.4 GenAI:operatorsseekrevenue-generatingopportunities312.5 Consumertrust:stakeho1.derstakestepstoenhanceon1.inesafety343. Mobi1.eindustryimpact363.1 Acce1.eratingdigita1.inc1.usion373.2 Themobi1.eindustry'simpactontheSDGs394. Mobi1.eindustryenab1.ers414.1 Po1.iciestosustaininvestments434.2 Aspectrumroadmaptowards2030:meetingfuturennectivity47demandGSMASate1.1.itesandNTNs:momentumbui1.dsbehindaeria1.connectivityDuetothegeographica1.make-upofsevera1.untriesinAsiaPacific,aeria1.nect>vitywi1.1.p1.ayanimportantro1.einrea1.isinguniversa1.connectivity.Fromarchipe1.agosandrainforeststodesertsandmountainranges.AsiaPv/orks.Asaresu1.t,therehashistorica1.1.ybeensignificantinterestinaeria1.so1.utionsandtheopportunitytheyoffertohe1.pextendnnectivitytohard-to-reach1.ocations.Thisinteresthasbeenheightenedbytheemergenceof1.owEarthorbrt(1.EO)andhigh-a1.titudeptformstation(HAPS)so1.utions.Important1.y,te1.ecomsoperatorsacrosstheregionareactive1.yengagedintheevo1.vingaeria1.connectivitymarket,most1.ythroughpartnershipsandinvestments.GenA1.:operatorsseekrevenuegeneratingopportunitiesOperatorsacrossAsiaPacificareharnessingthePOWerofgenerativeA1.(genAI)todriveinterna1.transformationsandseizenewrevenuestreamsthroughA1.inVGS1.ment.GenAIhasapp1.icationsinvariousdomains-suchascustomerservice,sa1.es,marketingandcodedeve1.opment-offenngimmediateopportunities.Moreover,1.everagingA1.fornetworkenhancementremainsapriorityforoperators.Exp1.oringnewrevenuestreams,regiona1.operatorsareinvestinginA1.startupsandorganisationswhi1.edeve1.opingtheirown1.arge1.anguagemode1.s(1.1.Ms).Tai1.ored1.1.Msmakeiteasierforoperatorstodep1.oyhigh-qua1.itygenAImode1.sswift1.yandefficient1.y,he1.pingthemtoacce1.erateA1.-enab1.edtransformation.Consumertrust:stakeho1.derstakestepstoenhanceon1.inesafetyIshavetakenstepstocombaton1.inethreats,thetaskandenterprises,thereisariskthatconsumertrustindigita1.serviceswi1.1.erode.Meanwhi1.e,thepro1.iferationofadvancedA1.too1.s,notab1.ygenAIapp1.ications,addsanewdimensiontothethreat1.andscapebypotentia1.1.yenab1.ingnewtypesofattacksandmakingexistingoneshardertodetect.Suchattackscanhaveaprofoundimpactonvictims,inc1.udingfinancia1.1.ossesandamenta1.to1.1.,resu1.tinginatossoftrustindigita1.p1.atforms.Whi1.egovernmentsanddigita1.ecosystemp1.ayersofmaintainingtrustmustbeviewedasasharedresponsibi1.itybetweenthesestakeho1.ders,asopposedtotheso1.eresponsibi1.ityofanysing1.egroup.GSMAThetaskofmaintainingtrustmustbeviewedasasharedresponsibi1.itybetweengovernmentsanddigita1.ecosystemp1.ayers4/50EXeCSrV8summaryPo1.iciesforgrowthandinnovationFortemobi1.eindustrytoadvanceandde1.iverondigita1.transformationambitions,thepo1.icyandregu1.atoryenvironmentrequiresanapproachthatsupportsanduciveenvironmentforrapidgrowthandinnovation.Po1.iciesthatwi1.1.haveakeyro1.etowardsthisobjectiveinc1.udethosethatpromoteinvestmentinnetworks,reducetaxationburdens,promoteeaseofdoingbusinessbyreducingonerouscomp1.iancecosts,improveefficiency,andfosterinc1.usivityandon1.inetrustandsafety.Simi1.ariytasdemandforhigh-speed,high-qua1.itymobi1.ennectivitycontinuestogrov,regu1.atorsandpo1.icymakersshou1.dreviewcurrentpo1.iciestoidentifythosethatcreateunnecessarybaiersformobi1.eoperators,hinderingtheirabi1.itytoinvestwithoutnecessari1.yhavinganypositiveimpactonconsumerwe1.fare.TheITU'sWor1.dRadiocommunicationConference2023(WRC-23)openedthedoorstoaneweraofconnectivityand1.aidthespectrumfoundationsformobi1.etoprogressinto5G-Advancedand6G.Important1.y.WRC-23identified6GHz(6.425-7.125GHz)formobi1.eusebycountriesineveryITURegion(EMEA,CIS.theAmericasandAsiaPacific)andtheconditionsforitsusehavebeenagreedintheITU'sRadioRegu1.ations.CountriesinAsiaPacificcannowtakeadvantageoftheharmonisa1.ionof6GHzthatwasachievedatWRC-23andbegindeve1.opingnationa1.p1.anstoassigntheband.With6GHz.mobi1.eoperatorscanmeetthegrowthin5Gtrafficdemandinapractica1.,cost-effectiveandenvironmenta1.1.yfriend1.ywayusingexisting5Gmacrosites.TheMobi1.eEconomyAsiaPacificMobi1.einternetusersUniquemobi1.esubscribersCAGR2023-20301.4b51%penetrationrate,Percentageofpopu1.ation2.1%扇2G7TheGVA1.>t1.w<*rp9*mmt(cxmprMng-<1ct.Kgmb.PavnnviEPNI冲meWtoncmte11*MI-Cgrowthd5tjn1.IKOrnmy*EX、ux。th"0t4UyiitotbWIcObfrgfor，*1«Wynom3加cdowiSaQ>X<<8/50Executivesummary90%94%Technoeogymix,21Sbsbrpenetration20232030SmartphoneadoptionRZJ20302%3%1%3%29，20232030%96%2G3G4G5G90%6%Subscriberpenetration2023RS)SmartphoneadopDo20232030勿先96%Techno1.ogymix*212%5%<%2023203049%95%2G3G4G5G96%96%83%96%,Pm三rt叼EIttItfCErWCXm桢rTbpo11ovai*9jfc«trjaR。bw«"3»tctupd>tosCpc<>3Sr。/0rcmth#1«TCttto2,r»：d93。2roxrtbg3inMWPKrtcw*1.IhehighMt5Gper*<ra1.9/50Executivesummary01Themobi1.eindustryinnumbers11/50TheEObgindustryInnumbersBytheendof2030,AsiaPacificcountrieswi1.1.beonbothendsoftheg1.oba1.5GspectrumBy2030,5Gadoptionindeve1.oped5GmarketsinAsiaPaaficwi1.1.reach95%oftota1.connections,onaverage,meaningthesemarketswi1.1.beamongtheg1.oba1.5G1.eaders.However,therestoftheregionwi1.1.beontheotherendofthespectrum,vnth40%adoptiononaverage.Withnear1.y80%5Gadoptionby2030.Thai1.andwi1.1.beanout1.ieramongdeve1.opingAsiaPacificenomies.2024-2030increase20231.eading5Gmarkets*Aa*M"EFMwZ.Eand54Kw,EcM¼P<UirdThaiandSo-cGSM*1.r<tf1.go11oo5GConnecUone(2030)55%Fur35GadoptionPercentageoftota1.COnneCtionS425m641m347m138m234m427mBy2030,mobi1.erevenueswi1.1.reach$227bi1.1.ioninAsiaPacificMobi1.erevenuesareexpectedtogrowataCAGRof2.2%between2023and2030asmobi1.emarketsincreasing1.ybecomesaturated.Thiswi1.1.driveoperatorstoexpandeffortsingeneratingnewrevenuestreamsbeyondconnectivity.GSMAInte1.1.igenceresearch5showsthatoperatorsinAsiaPacificprioritiserevenuegenerationoverstsavingsonanear1.ythree-to-onebasis,whenaskedabouttheprimarysuccesscriteriaofnetworktransformationinitiatives.Thishasbeentrueforyears-buttherewasagreaterfocusonewrevenuesin2023thanin2022.potentia1.1.y1.inkedto5Gmotisatk>n(andinvestment).Bi1.1.ionSxwGSM*RevenueCapcxtorevenue(%)Figure6AsiaPacific:mobi1.erevenuesandcapextorevenue20232024202520262027202820292030:，Iu!>!ur-u.n.3G'.(17/50TheEObgindustryInnumbersThefisca1.contributionofthemobi1.eecosystemreached$90bi1.1.ionin2023In2023,themobi1.esectorinAsiaPacificmadeasubstantia1.contributiontothefundingofthepub1.icsector,Witharound$90bi1.1.ionraisedthroughtaxes.A1.argecontributionwasdrivenbyservicesVAT,sa1.estaxesandexciseduties,whichgenerated$30bi1.1.ion.Bi1.1.ionFigure10AsiaPacific:fisca1.contributionofthemobi1.eesystem,2023exsdutiesexciseandSeCUKycustomsdubes5Gdeve1.opmentissti1.1.nascentinpartsofAsiaPacificThe5G1.andscapeinAsiaPacificpresentsamixedpicture.Despitewidespread5Gdep1.oymentandadoptioninmanypioneercountries,somecountriesintheregionareontheotherendofthe5Gdep1.oymentspectrum.Giventhat5Gisacapita1.-intensivetechno1.ogy,itisessentia1.forpo1.icymakers,operatorsandotherecosystemp1.ayerstoputinp1.acethenecessarybui1.dingb1.ocksfortheefficientdep1.oymentof5Gnetworksandasustainab1.ebusinesscaseaheadofcommercia1.ro1.1.out.Thisinc1.udesensuringtheavai1.abi1.ityofadequate5Gspectrumandupgradingexistingnetworkstoprepareforfuture5Gro1.1.out.Recentdeve1.opmentsinsomecountrieshigh1.ightprogressbeingmade,suchasthebe1.ow:InVietnam,theauthoritiesconc1.udedspectrumauctionsinApn1.2024.whichresu1.tedinoperatorsViette1.andVietnamPostsandTe1.ecommunicationsGroup(VNPT)winning1.icencesinthe2.5-2.6GHzbandandthe3.7-3.8GHzband,respective1.y.InCambodia,theMinistryofPostsandTe1.ecommunicationisworkingonapo1.icythatwi1.1.a1.1.owa1.1.operatorstohavetherequired100MHzspectrumtorun5Gnetworks.InBang1.adesh,operatorshaveeachreceivedaunified1.icencefromtheBang1.adeshTe1.ecommunicationRegu1.atoryCommission(BTRC).whicha1.1.owstechno1.ogy-agnosticdep1.oymentacrossexistingnetworkgenerationsandinc1.udesprovisionsforthero1.1.outoffuturetechno1.ogiessuchas5Gandbeyond.Digice1.isworkingwithNokiaacrosssevera1.Pacificis1.ands,inc1.udingFijiandSamoa,toupgradeitsce1.1.sitestosupportfuture5Gro1.1.out.Meanwhi1.e,VodafoneFijihasinvestedover$100mi1.1.iontoupgradeandenhanceitsnetworkfor5G,havingnducted1.iveusertria1.sinsevera1.districtsacrossthearchipe1.ago.OpenGateway:operatorsunitetodriveAPIprogressAround80%ofoperatorsinth©GSMAInte1.1.igenceNevorkTransformationSurvey2023c1.aimtohaveexposednetworkAPIsonacommercia1.basis.However,whi1.eithas1.ongbeenpossib1.etoexposenetworkAPIs,operatorshavestrugg1.edtoadoptastandardisedapproachthatun1.ocksinnovationatag1.oba1.sca1.e.ThisisthedrivingforcebehindtheGSMAOpenGateway,whichhe1.psdeve1.opersandc1.oudprovidersenhanceanddep1.oyservicesmorequick1.yviasing1.epointsofaccesstooperatornetworks.GSMAOpenGatewayisachievedviacomm,northboundserviceAPIsthatexposemobi1.eoperators'networkcapabi1.itieswithinaconsistent,interoperab1.eandfederatedframework.TheAPIsaredefined,deve1.opedandpub1.ishedinCAMARA,theopen-sourceprojectfordeve1.operstoaccessenhancednetworkcapabi1.ities,drivenbythe1.inuxFoundationinco1.1.aborationwiththeGSMA.TheGSMAOpenGatewaycomprisesa1.ibraryof17APIs.Thesearesp1.itintodifferentfami1.iesbasedontheusecasebeingaddressed.TheAPIshavethepotentia1.tofaci1.itatenumeroususecases,inc1.udingtack1.ingdigita1.fraud,simp1.ifyinguserauthenticationandaddressingqua1.ity-of-service(QoS)issues.OpenGatewayisgainingtractionacrossAsiaPacificBytheendofJune20241.53operatorgroupshadsigneduptotheGSMAOpenGateway,representing247mobi1.enetworksandacuntingfor67%ofmobi1.econnectionsg1.oba1.1.y.Operatorsinsevera1.countriesacrossAsiaPacifichavecommittedtotheinitiative.Theseinc1.udeAustra1.ia(TeIs1.ra),Indonesia(TeIkornseI,IndosatOoredooHutchison,X1.AxiataandSmartfren),Japan(KDDI.NTTDocomo,SoftBank),Ma1.aysia(Ce1.CofnDigi,Maxis.Te1.ekomMa1.aysia,UMobi1.e,YT1.Communications),thePhi1.ippines(G1.obeTe1.ecom,SmartCommunications),Singapore(MSingte1.StarHub),SouthKorea(KT),Sri1.anka(Airte1.,Dia1.og.HutchandMobite1.),Thai1.and(AIS.Te1.komse1.,True/Dtac)andVietnam(VietteI).Moreover,operatormmitmetsarebeginningtotrans1.ateintocommercia1.1.yavai1.ab1.enetworkAPIs: March2024:Singapore-basedoperatorsSingte1.andM1revea1.edp1.anstoworktogetheronnetworkAPIsina1.ignmentwiththeGSMAOpenGateway.Theinitia1.focusisonAPIsthathe1.pcombatdigita1.fraud,startingwiththeNumberVerifyandDevice1.ocationAPIs. March2024:ThaioperatorA1.Sre1.easeditsfirstbatchofGSMAOpenGatewayAPIs,main1.yaimedatfraudprevention.Meanwhi1.e,TrueannouncedrtsreadinesstosupportGSMAOpenGatewayAPIsinDecember2023,1.aunchinganear1.yadopterprogrammetargetedatstartupsanddeve1.opersinThai1.and. February2024:FourmajorIndonesianmobi1.eoperators-Te1.komse1.IndosatOoredooHutchison.X1.AxiataandSmartfren-announcedthe1.aunchofthreeAPIservices:NumberVerify.SIMSwapandDevice1.ocation.TheseAPIservicesarefocusedonenhancingsecurityandcustomerexperience. November2023:AJIfourSri1.ankanmobi1.eoperators-Airte1.Dia1.og.HutchandMobde1.-have1.aunchedthreeGSMAOpenGatewayAPIs:OneTimePassword,Device1.ocationandCarrierBi1.1.ing.Theinitia1.setofAPIsgivesenterprisesanddeve1.opersastandardwaytotechnica1.1.yandcommercia1.1.yreachSri1.ankanmobi1.esubscribersregard1.essoftheirnetworkoperator,openinguparangeofnewdigita1.app1.ications.GenAI:operatorsseekrevenue-generatingopportunitiesTheriseofgenAIhaspushedtheenve1.opeofA1.capabi1.ities.Operatorsareuti1.isingadvancedA1.mode1.s,suchasChatGPT.todrivenetworkautomationandde1.iverasmartercustomerexperience.Thishasthepotentia1.toimprovebottom-1.ineperformanceby,forexamp1.e,deve1.opingmorepersona1.isedpricingtoincreaseARPUandoptimisestaffing1.eve1.s.InAsiaPacific,operatorsareusingA1.forinterna1.improvementsandinvestinginA1.deve1.opmenttoexp1.orerevenue-generatingopportunities.App1.icationsofgenAIincustomerservices,sa1.es,marketinganddedeve1.opmentpresentnear-termopportunitiesforoperatorsintheregk>n.Forinstance.OneNewZea1.andreportedimprovementsincustomerservicethreemonthsafterdep1.oyinggenAIcapabi1.itiesfromAWStoenhanceservicesinitsca1.1.centres.Theoperatornoteda10%improvementincustomertrust,accompaniedbyasimi1.ar1.eve1.ofimprovementintheshareofcustomersreportinginteractionswithknow1.edgeab1.eandfriend1.ystaff.DespitegrowinguseofgenAIincustomer-facingoperations,networkswi1.1.remaintheprimarygenAIfocusforoperators.Supp1.iersarede1.iveringdiversegeAIoperationsandsupporttoo1.sfornetworkenhancementandmanagement.AccordingtotheGSMAInte1.1.igenceNetworkTransformationSurvey2023,networktroub1.eshooting,maintenanceandthreatdetectionarethetopexpectedbenefitsofgenAIbyasignificantmarginoverotherusecases,a1.igningWeI1.withoperators'strategicfocusonuserexperien