GSMA：2022年北美移动经济报告（EN）

TheMobileTheMobileEconomy2022Copyright©2022GSMAssociationTheTheMobileEconomyNorthAmerica2022TheMobileEconomyNorthAmerica2022Contents Executivesummary2 1Themobilemarketinnumbers9 2Keyindustrytrendsshapingthemobileindustry15 3Mobilecontributingtoeconomicgrowthandsocialprogress26e 4Policiestosustaintheimpactofmobileonthe32digitaleconomyTheMobileTheMobileEconomyNorthAmerica2022ExecutivesummaryExecutivesummaryConnectivitysettopowerpost-pandemiceconomicrecovery2TheMobileEconomyTheMobileEconomyNorthAmerica2022Executivesummary5Gmomentumcontinuestobuild3TheMobileEconomyNorthAmerica2022Mobileadoptionslows,butsmartphoneadoptionstillhasheadroomtogrow4ExecutiveExecutivesummaryMobilecontinuestocontributetotheeconomyandsocialwellbeingTheMobileEconomyNorthTheMobileEconomyNorthAmerica2022ExecutivesummaryPoliciestosustaintheimpactofmobileonthedigitaleconomy5CAGR5G202114%CAGR5G202114%TheMobileEconomyNorthAmerica20212025UniqueUniquemobilesubscribers341m329341m884%202185%85%20250.8%PenetrationratePercentageofpopulationCAGR2021-202577%202180%2025Percentageofpopulation77%202180%2025PercentageofpopulationMobileMobileinternetusers202130320212025Penetrationrate1.6%2025Penetrationrate1.6%CAGR2021-2025SIMSIMconnections(excludinglicensedcellularIoT)2021413m2025431mPenetrationPenetrationratePercentageofpopulation105%2021107%20252021-20251.0%4G(excludinglicensed4G(excludinglicensedcellularIoT)79%33%202179%33%geofconnections(excludinglicensedcellularIoT)202564%geofconnections(excludinglicensedcellularIoT)4.2%ofGDPgeofconnections(excludinglicensedcellularIoT)4.2%ofGDP20212025SSmartphones83%86%LicensedLicensedcellularIoTconnections2021185m2025400mOperatorOperatorrevenuesandinvestment20212025$294bn$333bnTotalTotalrevenuesOperatorcapex$204bn2022202599%99%on5G20212025MobileMobileindustrycontributiontoGDP$1.0tnPublicPublicfunding2021$110bnMobileMobileecosystemcontributiontopublicfunding(beforeregulatoryandspectrumfees)EEmployment870,000jobsDirectlyDirectlysupportedbythemobileecosystemin2021Plusanadditional1.4millionjobssupportedindirectlyTheMobileEconomyNorthAmerica2022SUBSCRIBERPENETRATION2025202185%86%SMARTPHONEADOPTION202520212025202179%81%SMARTPHONEADOPTION2025202189%92%4G3G2GSUBSCRIBERPENETRATION2025202167%70%TheMobileEconomyNorthAmerica2022SUBSCRIBERPENETRATION2025202185%86%SMARTPHONEADOPTION202520212025202179%81%SMARTPHONEADOPTION2025202189%92%4G3G2GSUBSCRIBERPENETRATION2025202167%70%2025SMARTPHONEADOPTION20252021*Percentageoftotalmobileconnections(excludinglicensedcellularIoT)Note:TotalsmaynotaddupduetoroundingExecutivesummarySubscriberandtechnologytrends2022025TECHNOLOGYMIX*TECHNOLOGYMIX*4G3G5G2GCanadaTECHNOLOGYMIXCanadaTECHNOLOGYMIX*202202555G22021TheCaribbeanTheCaribbean4GTECHNOLOGYMIX*3G5G2G8ThemobilemarketinnumbersTheMobileEconomyNorthAmerica20229ThemobilemarketinnumbersTheMobileEconomyTheMobileEconomyNorthAmerica2022Themobilemarketinnumbers1.1MobilemarketnearssaturationKeymilestonesforthemobileindustryinNorthAmericato20252024Source:GSMAIntelligence202520232022Mobilesubscriberstogrowbynearly12millioninNorthAmericaby2025;theUSwillaccountforthreequartersofnewsubscribers341329Source:GSMAIntelligence920ThemobileThemobilemarketinnumbers1.25GadoptioncontinuestoaccelerateTheMobileEconomyNorthAmerica20225Gsettoovertake4Gin2023tobecomethedominantmobiletechnologyinNorthAmerica64%20242025Source:GSMAIntelligencegTheMobileEconomyTheMobileEconomyNorthAmerica2022ThemobilemarketinnumbersTheUSandCanadaareamongthegloballeadersintermsof5Gadoptionerage68%68%2%59%59%47%Source:GSMAIntelligence73m3%252m29m45m45m34m25m1.3SmartphoneadoptionanddatatrafficontheriseBy2025,smartphoneswillaccountfornearlyninein10connectionsonaverageinNorthAmerica89%86%5%%3%Globalaverage92%%TheMobileEconomyNorthAmerica20223.5x2.3xGCCStatesWesternEuropeNorthAmerica505252202720272027222021202120214.3x2021GlobalaverageNortheastTheMobileEconomyNorthAmerica20223.5x2.3xGCCStatesWesternEuropeNorthAmerica505252202720272027222021202120214.3x2021GlobalaverageNortheastAsia*LatinAmerica4043342027202720277.9202120213.5x3.3xThemobilemarketinnumbersNorthAmericaishometosomeoftheworld’sbiggestconsumersofmobiledataSource:Ericsson*IncludesChinaTheMobileEconomyTheMobileEconomyNorthAmerica2022Themobilemarketinnumbers1.4MacroeconomicpressuresweighonrevenuegrowthAfteraswiftrecoveryfromtheimpactofthepandemic,mobilerevenueisfacingrenewedpressurefrommacroeconomicchallenges,notablyinflation$2966720242025Source:GSMAIntelligenceCapexwilldeclineinthecomingyearsfollowinginitialinvestmentsintherolloutof5GnetworksSource:GSMAIntelligenceKeyindustrytrendsshapingthemobileindustryTheMobileEconomyNorthAmerica202202KeyindustrytrendsshapingthemobileindustryTheMobileEconomyTheMobileEconomyNorthAmerica2022Keyindustrytrendsshapingthemobileindustry2.15G:becomingmainstreamTheMobileTheMobileEconomyNorthAmerica2022Keyindustrytrendsshapingthemobileindustry5GisdrivingrenewedinterestinFWASource:GSMAIntelligenceConsumersinFocusSurvey202152%37%44%46%46%65%%TheMobileTheMobileEconomyNorthAmerica2022KeyindustrytrendsshapingthemobileindustryTheMobileTheMobileEconomyNorthAmerica2022KeyindustrytrendsshapingthemobileindustryTopbenefitsofSA:supportforenterpriseaspirationsresonateswithoperatorsdSource:GSMAIntelligenceOperatorsinFocus:NetworkTransformationSurvey202167%67%78%56%TheMobileTheMobileEconomyNorthAmerica2022Keyindustrytrendsshapingthemobileindustrys20TheMobileEconomyTheMobileEconomyNorthAmerica2022Keyindustrytrendsshapingthemobileindustry2.2Thetelcoofthefuture:sustainabilitymovestothetopoftheagendaTheMobileTheMobileEconomyNorthAmerica2022KeyindustrytrendsshapingthemobileindustryClimatetargetsbyNorthAmericanoperatorsNetworkoperators0500502040DEFINITIONSScience-basedtargets(SBTs):DefinedbytheScience-BasedTargetsInitiative(SBTi)tosetcarbon-reductiontargetsinlinewithlimitingglobalwarmingtobelow2°C.See/betterfuture/setting-climate-targetsCarbon-neutraltarget:Referstoreducingandoffsettingcarbonemissionsfromacompany’sownoperations(Scope1and2emissions).Foroperators,thelargestsourcesofScope1and2emissionsareelectricityusefornetworksanddieselfuelusedfortransportandgenerators.RaceToZerotarget:Committingtoachievingnet-zerocarbonemissionsby2050atthelatest,aspartoftheUN-ledRacetoZerocampaignwithbusinesses,cities,regions,investorsandfinancialandeducationalinstitutions.See/climate-action/race-to-zero-campaignCDPdisclosure:CDPoperatestheglobaldisclosuresystemforinvestors,companies,cities,statesandregionstomanagetheirenvironmentalimpacts.Operatorscandisclosetheirclimateimpacteveryyearandcontributetotheworld’smostcomprehensivedataset.Source:SBTI,UNGCandoperatorwebsites22TheMobileEconomyTheMobileEconomyNorthAmerica2022Keyindustrytrendsshapingthemobileindustry2.3ThemetaverseecosystemgrowsinNorthAmerica23TheMobileTheMobileEconomyNorthAmerica2022KeyindustrytrendsshapingthemobileindustryThebuildingblocksofthemetaverseandopportunitiesinretailNetworksandinfrastructureApps,software,glassescloud/edge,AlDecentralised,safeandsecure,interoperableFoundationprinciplesSource:GSMAIntelligence24TheMobileTheMobileEconomyNorthAmerica2022KeyindustrytrendsshapingthemobileindustryLower-pricedVRheadsetsareanimportantfactorforconsumerswhendecidingwhethertotryusingthemetaverse24%26%14%36%42%lSource:Statista20%45%43%54%25TheMobileTheMobileEconomyNorthAmerica2022Mobilecontributingtoeconomicgrowthandsocialprogress03Mobilecontributingtoeconomicgrowthandsocialprogress26TheMobileEconomyTheMobileEconomyNorthAmerica2022Mobilecontributingtoeconomicgrowthandsocialprogress3.1Mobile’scontributiontoeconomicgrowthTheNorthAmericamobileecosystemdirectlygeneratedaround$300billionofeconomicvaluein2021,withmobileoperatorsaccountingforthemajority$80$700.6%Source:GSMAIntelligence*Restofmobileecosystemcategoryincludesinfrastructureproviders,devicemanufacturers,anddistributorsandretailersNote:Totalsmaynotaddupduetorounding27TheMobileTheMobileEconomyNorthAmerica2022MobilecontributingtoeconomicgrowthandsocialprogressAdditionalindirectandproductivitybenefitsbroughtthetotalcontributionofthemobileindustrytotheregionaleconomytomorethan$1trillionin2021 0.6%Source:GSMAIntelligenceNote:Totalsmaynotaddupdueto*Restofmobileecosystemcategoryincludesinfrastructureproviders,devicemanufacturers,distributorsandretailers,andcontent,appsandserviceproviders. $540rounding.In2021,themobileecosystemdirectlyemployedmorethan850,000peopleinNorthAmericaandsupportedanother1.4millionjobsindirectly900Source:GSMAIntelligence*Restofmobileecosystemincludesinfrastructureproviders,devicemanufacturers,anddistributorsandretailers.Note:Totalsmaynotaddupduetorounding.andservice28TheMobileTheMobileEconomyNorthAmerica2022MobilecontributingtoeconomicgrowthandsocialprogressIn2021,themobileecosystemcontributedalmost$110billiontothefundingofthepublicsectorthroughconsumerandoperatortaxesSource:GSMAIntelligenceNote:Totalsmaynotaddupduetorounding.salestaxes,exciseandtaxesandDrivenmostlybythecontinuedexpansionofthemobileecosystem,theeconomiccontributionofmobileinNorthAmericawillincreaseby$100billionby2025$550$550$540$200$180Source:GSMAIntelligenceNote:Totalsmaynotaddupduetorounding.29TheMobileEconomyTheMobileEconomyNorthAmerica2022Mobilecontributingtoeconomicgrowthandsocialprogress3.2SupportingtheSDGsandbridgingthedigitaldivide