2023年亚太地区移动经济报告（英）

The

MobileEconomyAsia

Pacific2023The

GSMA

isaglobal

organisationunifying

themobileecosystemtodiscover,developand

deliverinnovationfoundational

topositivebusiness

environmentsandsocietalchange.

Our

visionistounlock

thefull

powerofconnectivity

sothatpeople,

industry

and

society

thrive.Representingmobile

operatorsand

organisations

acrossthemobile

ecosystemand

adjacentindustries,

theGSMAdeliversforits

members

acrossthreebroad

pillars:Connectivity

forGood,

Industry

Services

and

Solutions,and

Outreach.

Thisactivityincludes

advancing

policy,tackling

today’sbiggest

societalchallenges,

underpinningthetechnologyand

interoperabilitythatmakemobilework,

and

providingtheworld’slargest

platformtoconvenethemobile

ecosystemattheMWCand

M360series

ofevents.We

inviteyoutofind

out

moreatFollowtheGSMA

on

Twitter:@GSMAGSMA

Intelligenceisthedefinitivesourceofglobal

mobileoperatordata,

analysisand

forecasts,

and

publisher

ofauthoritativeindustry

reports

and

research.

Our

datacoverseveryoperatorgroup,networkand

MVNO

ineverycountry

worldwide–fromAfghanistan

toZimbabwe.It

isthemost

accurateand

completesetofindustry

metricsavailable,comprisingtensofmillionsofindividual

datapoints,

updateddaily.GSMA

Intelligenceisreliedon

by

leading

operators,vendors,

regulators,financial

institutionsand

third-partyindustry

players,tosupport

strategicdecision-makingand

long-terminvestmentplanning.

The

dataisused

asan

industry

referencepointand

isfrequentlycitedby

themedia

and

by

theindustry

itself.Our

teamofanalysts

and

experts

produceregularthought-leadingresearchreports

acrossarange

ofindustry

topics.info@Copyright

©2023

GSMAContentsExecutive

summary31.The

mobile

industry

in

numbersMobile

industry

trends10252629312.2.1

The

5Gmonetisationimperativegrows2.2

GenerativeAIontherise2.3

The

shiftto

circularitygathersmomentum2.4

Consolidationisdrivingscaleandefficiency2.5

Mobileconnectivityfuellingfintechsolutions343739403.Mobile

industry

impact3.1

Mobile’simpactonSDGs3.2

Mobileoperatorsimprovingpublicservicedelivery423.3

Mobileaddressingclimatechangeissues4.

Mobile

industry

enablers434445484.1

Policiesforgrowth

andinnovation4.2

Effectivespectrumpolicy:meetingfutureconnectivitydemandExecutivesummary5G

momentum

buildsin

Asia

PacificMobileconnectivitycontinuesto

be

atthecoreofdigitalinnovationinAsiaPacific,

enablingawide1rangeoftransformativetechnologiesforindividualsand

enterprises,and

helpinggovernmentsto

deliverpositiveimpacts

forsociety.Authoritiesacrosstheregionareimplementinginitiativesto

integratemobile-enabled

technologiesacrosseveryaspect

ofsociety,fromimprovinghealthcareand

actualisingIndustry

4.0

to

supportingvulnerablecommunitiesfacingchallengingsituations,includingclimate-relatedand

geophysicaldisasters.Theimpact

ofmobileconnectivityisevidencedby

itscontributionto

theeconomy;in2022,

mobiletechnologiesandservicesgeneratedjustunder

5%ofAsiaPacific’sGDP

–acontributionthatamountedto

$810

billionofeconomicvalueadded.5G

willunderpinmuchoftheinnovationand

newservicesonmobile-based

platformsinthecomingyears,helped

by

therapidrolloutand

adoptionofthetechnologyintheregion.AsiaPacificishometo

pioneer

5G

markets,suchasAustralia,Japan,Singaporeand

SouthKorea,wherethetechnologyhasbecomemainstream.Theregionalsohas

someofthefastestgrowing5G

marketstoday,

notablyIndia,whichissetto

add

tensofmillionsof5G

connectionsin2023.

Bytheend

of2030,therewillbe

around1.4

billion5G

connectionsinAsiaPacific,

equivalentto

41%oftotalmobileconnections.5G

isexpectedto

benefit

everysectoroftheAsiaPacificeconomy,especiallyservicesand

manufacturing.In

2022,

mobile

technologiesand

services

generated

justunder

5%

of

Asia

Pacific’s

GDP–

a

contribution

that

amountedto

$810

billion

of

economicvalue

added1.

Asia

Pacific

in

this

report

excludes

China

unless

stated

otherwise.Executivesummary3/50Key

trends

shaping

themobile

ecosystem5G:

the

growing

monetisationimperativeisonlyaroundthreeyears.Governmentsandindustry

playershavearoleto

playinincentivisingconsumers,suchasby

buildingnewchannelsandsuppliersto

collect,refurbishand

reselldevicesand

implementingawarenesscampaigns

onsustainability.Operatorsand

otherecosystemplayersinAsiaPacificarealreadytakingalead

inthisregard,withinitiativesto

drivecircularityinmobilephones

and

otherdigitaldevices.As

5G

adoptiongrows,themonetisationimperativewillescalate.A‘wow’factorisrequiredto

attractnewcustomersor

incentiviseexistingones

towardshigherspend.

Extended

reality(XR)isastrongcandidatehere,havingthepotentialto

usher

inanewage

ofimmersiveconsumerexperiencesthatbenefit

from5G’sadvancedcapabilitiesaroundspeed,

latencyand

capacity.5G

fixedwirelessaccess(FWA)servicesprovideafurther

incrementalrevenueopportunity,particularlyinmarketswithlowfixedbroadbandpenetrationor

wherethefixedbroadbandtechnologymixskewstowardsxDSL.Whiletheconsumersegmentrepresentsthelargestcontributorto

operatorrevenues,enterpriseisthemaingrowthdriverasoperatorstargetthedigitaltransformationofindustries.5G

standalone(SA)andprivate5G

networkswillbe

pivotalto

enterprise5Gmonetisation.Consolidation

drives

scale

andefficiencyThewave

oftelcoconsolidationinAsiaPacifichascontinuedinto2023,

withtheannouncementthatDialogAxiataand

Bharti

Airtelplanto

mergetheiroperationsinSriLanka.

Drivingthistrendistheneed

to

rampupinvestmentsto

fuel

5G

rollout,improvenetworkperformanceforcustomersandachieveefficiencygainsamidgrowingcompetitionand

narrowingmargins,asevidencedby

theinitialoutcomesfromsomerecentdeals.

In

the5G

era,

scalehas

becomeincreasinglyimportantforoperatorsastheylookto

musterthecapitalexpenditurerequiredforextensivenetworkdeployment,distributeand

monetisenew5Gservices.

Forpolicymakers,adoptingan

evidence-basedapproachto

assessingconsolidationdealsiscrucialto

achievingthebest

outcomesforconsumersand

industry

players.The

rise

of

generative

AIMobileoperatorshaveutilisedAIforawhilenowto

varyingdegrees.However,

theemergenceofgenerativeAIhas

pushed

theenvelopeonAIcapabilitiesand

thrustAItechnologyintoboardroomconversationsglobally.OperatorswilluseadvancedAImodels,

suchasChatGPT,beyondnetworkfunctionsto

deliverasmarterand

morepersonalisedcustomerexperience.DevelopmentsinAIwillalsohaveprofoundeffects

on

othersectorsoftheeconomy.Initialusecaseshavepertained

tocontentdevelopment,butafurther

wave

oftoolswillcontextualisetheuseoflargelanguagemodelsforspecificindustriesand

applications.However,

ethicalconcernsaroundthetechnologystillneed

to

beaddressed.AIregulationwillthereforecontinuetomoveupthepolicyagenda

asgovernmentsdevelopframeworksforregulatingtheuseofnewAItools.Mobile

is

fuelling

fintechRegionally,AsiaPacifichas

one

ofthefastest-growingfintechindustries,includingmassivematuremarketssuchasIndiaand

emergingones

suchasVietnamand

Indonesia.

Thecontinuedgrowthinthefintechsector,especiallysincetheCovid-19pandemic,

has

improvedtheleveloffinancialinclusionintheregion,resultinginan

increaseinmobilemoneyaccounts,pointofsaleterminalsand

B2B

sales,

among

others.Operatorshavebeenpartneringwithecosystemplayersto

diversifyproducts

and

offeroptionssuchas‘buynow,paylater'.At

thesame

time,investorsinAsiaPacifichavecontinuedtheirfocusonfintechto

improveaccessto

avarietyoffinancialproducts

forbothindividualsand

smallbusinesses–suchasmicrolending,SMElendingand

B2B

payments.Wealthmanagementgearedatlower-wealthsegmentshas

alsogainedsomeattention.The

shift

to

circularity

gathersmomentumTheconceptofcircularityhas

risento

thetopoftheagenda

forpolicymakersand

industry

playersinlightofgrowingconcernsaroundthegenerationofe-wasteand

unsustainablelevelsofconsumptionofnaturalresources.Althoughthetechnicallifespanofamobiledeviceisnowbetweenfourand

sevenyears,theaverageuseperiodofmobiledevicesExecutivesummary4/50Key

mobile

industry

milestonesto

20301.45

billion

mobileinternetsubscribers4G

adoption

beginsto

decline1

billion

5Gconnections25%

5G

adoption2

billion

4Gconnections3

billion

mobileconnections95%

adoption

of3G/4G/5G4G

adoption

fallsbelow

60%3G

adoption

falls

tosingle

digits67%

unique

subscriberpenetration3

billion

smartphoneconnections55%

mobile

internetpenetration2023202420252026202720282029203070%

uniquemobile

subscriberpenetration300

million

5Gconnections85%

smartphoneadoption30%

5G

adoption4G

adoption

peaksat

76%600

million

5Gconnections90%

smartphoneadoption41%

5Gadoption2.6

billion

smartphoneconnections2

billion

uniquemobile

subscribers3G

adoptionfalls

below

3%10%

5G

adoptionPolicies

for

growthand

innovationTo

maximisethepotentialforgrowthand

innovationintheregion,policymakerscan

takeactiontorebalancethedigitalecosystemand

createfairerbusinessconditionsformobileoperators.Suchmovescan

ensurethatoperatorsinvestinresourcesto

buildoutremaining4G

infrastructure,aswellas5G

networks,atscaleand

pace.Itcan

alsoensuretheintroductionofnewnetworkservicesthatwillenablethedigitaleconomyinthecomingdecades.burdenonoperators,takingstepsto

closethedigitaldivide(includingforwomenand

othervulnerablepopulations),and

protectingcitizensand

businessesonline.Meanwhile,theITU’sWorldRadiocommunicationConference2023(WRC-23)willtakeplacefrom20Novemberto

15

December

2023inDubai.

WRC-23

willofferan

opportunity

to

buildaspectrumroadmapgoinginto2030,addressthedigitaldivideand

ensure5G

can

benefit

billionsofpeople

aroundtheworld.Thechanceto

expandtheavailabilityofaffordable5G

servicesiscrucial,assuchservices,alongwithregulatorypolicysupport,

willhelpensurefuturegrowthand

innovation.In

practice,thismeans

puttinginplacetherightincentivesto

promotethelong-termgrowthofthevaluechain,

implementingan

optimaltaxframeworkto

fosterthedevelopmentofthedigitaleconomy,reducingtheregulatorycomplianceExecutivesummary5/50The

Mobile

EconomyAsia

PacificUnique

mobilesubscribers1.73bn202262%

70%2.11bn202220302.5%3.8%PenetrationratePercentage

of

populationCAGR20302022-2030Mobile

internetusers1.36bn2022203049%

61%1.84bn20222030PenetrationratePercentage

of

populationCAGR2022-2030SIM

connections(excluding

licensed

cellular

IoT)4GPercentage

of

connections(excluding

licensed

cellular

IoT)2.80bn

70%2022202220303.34bn55%2030PenetrationratePercentage

of

population100%

112%202220305GPercentage

of

connections(excluding

licensed

cellular

IoT)4%20222030CAGR2022-20300.9%41

%Smartphones(percentage

of

connections*)Licensed

cellularIoT

connections76

%2022203094%

119mTotal2022connections284m2030Operator

revenuesand

investment$189bnOperator

capexTotal20222030$259bnrevenues$212bn20232030Mobile

ecosystemPublic

fundingcontribution

to

GDP$90bn$810bn20224.8%20222030of

GDP$990bnMobileecosystem

contribution

topublicfunding(beforeregulatoryandspectrum

fees)Employment3.6

millionjobs7.2

million

jobsDirectly

supported

by

the

mobile

ecosystem

in

2022supportedindirectlySubscriber

and

technology

trends

for

key

marketsQ13+QTechnology

mix*Subscriber

penetration1%

3%4%62%70%15%202241%2030Asia

Pacific11%20222030Smartphone

adoption202276%94%70%55%20302G3G4G5GLeading

Nations

programme2Q+2+3QTechnology

mix*Subscriber

penetration2%3%202258%66%22%46%38%2030Bangladesh20222030Smartphone

adoption202250%82%73%16%2G20303G4G5G33+Technology

mix*Subscriber

penetration3%202263%74%23%41%2030India20223%2030Smartphone

adoption202277%95%72%56%20302G3G4G5GQ4+Technology

mix*Subscriber

penetration1%

11%3%4%202256%64%32%2030IndonesiaPakistan20222030Smartphone

adoption202283%94%85%64%20302G3G4G5GQ91+Q80%Technology

mix*Subscriber

penetration9%40%43%202210%1%57%203036%20222030Smartphone

adoption202259%80%7%20302G3G4G5GExecutivesummary8/50APAC

5G

Forum34Q8QTechnology

mix*Subscriber

penetration4%8%202289%94%92%26%2030Japan20222030Smartphone

adoption202273%93%70%20302G3G4G5G51++Technology

mix*Subscriber

penetration1%5%202278%85%30%2030Malaysia20222030Smartphone

adoption202290%96%70%94%20302G3G4G5G1+151+Technology

mix*Subscriber

penetration1%0.7%

1%8%5%202294%95%16%2030Singapore20222030Smartphone

adoption202290%96%75%93%20302G3G4G5G1Q5QTechnology

mix*Subscriber

penetration0.4%

3%5%202296%96%43%2030South

Korea20222030Smartphone

adoption202286%96%54%95%20302G3G4G5G*Percentageoftotalconnections2.

The

GSMA

Leading

Nations

engagement

(comprisingBangladesh,

India,

Indonesia

and

Pakistan)

seeks

toaccelerate

the

growth

ofthe

digital

economy

and

advance

themobile

industry’s

sustainability

bylobbying

for

regulatory

modernisation

withrelevant

stakeholders.3.

The

GSMA

APAC5G

Forum

is

a5G

industry

engagement

community

platform

tohelp

5G-pioneering

operators

and

governments

tocollaborate

in

order

topromote

andfoster

the

timely

deployment

and

rollout

ofcommercial

5G

networks

and

services

(B2C,

B2B,

B2G)

through

the

promotion

ofactive

sharing

ofknowledge,

experiencesand

know-how

ofbest

practices

related

to5G

technologies,

commercial

strategies

and

industry

policies.Executivesummary9/5001The

mobile

industryin

numbersThe

mobile

industry

in

numbers10

/

50Unique

mobilesubscribers

inAsia

Pacific

totalled1.7

billion

in

2022,rising

to

2

.1

billionby

2030Therehas

been

steadygrowthinuniquemobilesubscribersinAsiaPacific.

Overthenextsevenyears,nearly400

millionnewsubscribersareexpectedtobe

added.

SouthAsiaaccountsforaroundtwothirdsoftotalmobilesubscribersinAsiaPacific,

and

themajorityofnewsubscribersovertheperiodto

2030willalsocomefromthesub-region.MobilepenetrationinAsiaPacificwillreach70%by

2030,comparedto

theglobalaverageof73%by

thesame

year.

ThepenetrationrateishighestinNortheast

Asiaand

Oceaniaat82%

and

79%,respectively.Figure1Asia

Pacific:

mobile

subscribers

and

penetrationMillion2,50070%62%2,0001,5001,0005000202220232024202520262027202820292030Source:GSMAIntelligenceThe

mobile

industry

in

numbers11

/50There

wereAlmosthalfofthepopulationinAsiaPacificisconnectedto

themobileinternet.Themobileinternetusage

gap

intheregionhas

narrowedsignificantlyfrom60%

in2017to

47%in2022,

reflectingtheincreasingaffordabilityofdevicesand

improvingdigitalskills.Additionally,morepeoplenowrelyontheinternetformanydailyactivities,whichhas

beenpartlydrivenby

theCovid-19pandemic.1.36

billion

mobileinternet

subscribersin

Asia

Pacific

in2022Themobileinternetlandscape

inAsiaPacificisdiverse:maturemarketssuchasAustralia,SouthKoreaand

NewZealandhaveadoptionlevelsofover80%,

whilebarrierscontinueto

impact

accessandusage

inothermarkets.Theseincludepoor

digitalskills(especiallyamong

olderpopulations),lackofaffordabilityofdevicesand

services,

and

onlinesafetyconcerns.Figure2Mobile

internet

penetration

by

region,

2022Percentageofpopulation4%1%5%3%4%6%17%20%28%35%41%47%55%60%23%79%67%CIS62%55%49%39%AsiaPacificGlobalChinaLatinAmericaMENASub-SaharanAfricaConnectedUsage

gapCoverage

gapSource:GSMAIntelligenceThe

mobile

industry

in

numbers12/505G

will

account

formore

than

two

in

fivemobile

connectionsby

20305G

isgainingmomentumacrossAsiaPacific,

drivenby

acombinationoffactors,

includingrapidnetworkexpansioninmanymarkets(suchasIndia),thefallinaveragesellingpriceof5G

devicesand

operators’marketingefforts.

Fromnowto

2030,5G

adoptionwillrisenearlysixfoldto

41%.Despitethegrowthof5G

inmaturemarkets,4G

willremainthedominanttechnologyataregionallevelfortheforeseeablefuture,accountingformorethanhalfoftotalconnectionsby

2030.Meanwhile,legacynetworks(2Gand

3G)areontheirway

to

beingphasedout.Operatorsinseveralcountries,includingAustralia,Japan

and

thePhilippines,haverecentlyannouncedplansto

shutdownlegacy

networksinthecomingyears.Figure3Asia

Pacific:

mobile

adoption

by

technologyPercentageoftotalconnections80%70%60%50%40%30%20%10%0%4G

55%5G

41%3G

3%2G

2%202220232024202520262027202820292030Source:GSMAIntelligenceThe

mobile

industry

in

numbers13/50Countries

in

AsiaPacific

are

amongglobal

leaders

in5G

adoptionThefirst

wave

of5G

growthwasdominatedbypioneer

marketsinNorth

America,

WesternEurope,Northeast

Asiaand

theGulf.Bytheend

of2023,

5GadoptionwillhavehitthemassmarketinAustralia(42%),

Japan

(47%)

and

SouthKorea(53%),puttingthemon

par

withglobalpeers

suchasChina(45%),Germany(35%)and

theUS

(59%).Thesecondwave

isnowunderwayand

isbeingdrivenby

therolloutof5G

networksinlargeemergingmarkets,suchasIndia.

Although5G’sshareofmobileconnectionswillremainhigherinfirst-wavemarketsby

2030,second-wavemarketswillrecordamuchhighernumber

ofnew5G

connections,

takingtheglobaltotalto

5billionby

2030.Figure45G

adoption

in

2030PercentageoftotalconnectionsGlobalaverage

54%5Gconnections(2030)(5.28bn)GCCstatesDevelopedAsiaPacific*NorthAmerica95%93%91%88%87%57%32%89m280m438m1.65bn637m463m1.07bnGreaterChinaEuropeLatinAmericaRestofAsiaPacific*Australia,Japan,NewZealand,SingaporeandSouthKoreaSource:GSMAIntelligenceThe

mobile

industry

in

numbers14

/

50SmartphoneTherewillbe

over3billionsmartphone

connectionsinAsiaPacificby

2030.Thiswilltranslateto

asmartphone

adoptionrateof94%fortheregion,comparedto

theglobalaverageof92%.

Theincreaseinsmartphone

connectionsisconsistentacrosstheregion,withbothmatureand

emergingmarketsseeingsignificantincreasesinadoptionrates.adoption

will

riseby

double

digits

onaverage

over

theperiod

to

2030Availabilityofaffordablesmartphones

and

improveddigitalliteracybothplayakey

roleinsmartphoneadoptionand

usage.

Some

countriesinAsiaPacifichavelaunched

initiativesto

enhancedigitalskillsamong

vulnerablegroups,suchaswomenand

theelderly.In

its2023budget,thegovernmentofIndiareducedcustomsduty

ontheimport

ofsomeinputsforphone

manufacturing,4apositivestepfortheproductionofmoreaffordablephones.Figure5Smartphone

adoptionPercentageofconnections(excludinglicensedcellularIoT)Globalaverage92%94%94%93%93%91%88%84%76%76%71%AsiaPacificSouthAsiaSoutheastAsia2022

2030NortheastAsiaOceaniaTo

pthreesmartphonemarketsinAsiaPacific(smartphoneconnections,2030)India1.3

billionIndonesia381

millionJapan168

millionSource:GSMAIntelligence4.

“Budget

2023

impact:

Mobile

phones

expected

toget

cheaper

in

India”,

India

Today,February

2023The

mobile

industry

in

numbers15

/50Asia

Pacific

is

hometo

markets

withsome

of

the

highestmobile

data

trafficMobiledatatrafficwillmorethandoubleincountriesacrossAsiaPacificovertheperiodto

2030.5G

isakey

driverofmobiledatatrafficgrowth,asevidencedby

thetechnology’sgrowingshareofoverallmobiledatatraffic.Accordingto

aGSMA

Intelligencesurvey,5G

subscribersaremoreinterestedthan4Gusersinaddingservicesand

contentto

theirmobilecontracts.In

AsiaPacific,

videoand

onlinegamingareamongthetopservicesand

contentutilisedby

5G

users.Forexample,Telkomsel’sDuniaGames,

theleadinge-sports

organiserinIndonesia,

holdstheDuniaGames

WIB

Championship,whichisattendedby

over45professionalteamsand

morethan14milliononlineviewers.Figure6Mobile

data

traffic

per

smartphoneGB

per

monthIndia,

Nepal,BhutanSoutheast

Asia

andOceaniaNortheast

Asia2615182022202220222.4x623.6x543x54Increase2028Increase2028Increase2028Global

Average1620222.9x47Increase2028Source:GSMAIntelligencebasedonEricssonMobilityReportJune2023The

mobile

industry

in

numbers16

/50Licensed

cellular

I

oTconnections

willmore

than

doubleby

2030Therewillbe

morethan280

millioncellularIoTconnectionsinAsiaPacificby

2030.India,

Japan

andSouthKoreawillaccountfornearlythreequartersoftheseconnections.Therewillbe

aboostto

IoTapplicationsas5G

networksexpandacrosstheregionbecause

5G

enables

newIoT

usecasesbasedonitslow-latencyand

high-capacity

capabilities.IoT

willbe

crucialto

therealisationofthedigitaltransformationambitionsofcountriesacrossAsiaPacific,

asitwillenable

awiderangeofinitiativessuchassmart

manufacturing,smart

cities,energy-efficientconstructionand

low-impactindustrialisation.Figure7Asia

Pacific:

licensed

cellular

I

oT

connectionsMillion3002502001501005011%19%41%28%0202220232024202520262027202820292030Rest

ofAsia

PacificJapanSouth

KoreaIndiaSource:GSMAIntelligenceThe

mobile

industry

in

numbers17/50ServiceRevenuegrowthinAsiaPacificisexpectedto

remaininpositiveterritory,despiteincreasingcompetition,asoperatorscontinueto

diversifytheirservicesandgeneratenewrevenuestreams.diversificationsupports

revenuegrowth

in

somemarketsIn

maturemobilemarketsintheregion,thereisstronginterestinonlinegaming,

cloudand5G-enabled

immersiveapplications.Elsewhere,growingdemand

formobiledataand

mobilefinancialserviceshaveemerged

askey

revenuegrowthdriversforoperators.In

Bangladesh,

forexample,someoperatorscontinueto

recorddouble-digitgrowthindatarevenuesonincreasedusage

and

growingsubscriptions.However,

thisisoffsetby

slowergrowthinothercountries,resultinginsluggishoverallrevenuegrowthintheregion.Figure8Asia

Pacific:

mobile

revenue

and

year-on-year

growthBillion$2503.5%3.0%2.5%2.0%1.5%$200$150$100$50$01.0%0.5%0.0%202320242025Revenue20262027202820292030Annual

growth(%)Source:GSMAIntelligenceThe

mobile

industry

in

numbers18

/50Operators

will

spend$259

billion

on

theirnetworks

during2023–2030,

mostlyon

5GFollowingextensive5G

network

buildout

overthelastfewyearsinpioneer

5G

markets,resultinginrecordcapexintensityinsomemarkets,capexlevelsinthesemarketswillbeginto

moderate.Thefocuswillinsteadshift

towards5G

monetisationasoperatorsseekreturnsonsignificantcapitaloutlays.Whilefrontiermarketsintheregionwillrampupinvestmentsin5G

in2023,

thepaceof5G

rolloutwillnotbe

sufficientto

stemtheoveralldeclineincapex.Thisisbecause

earliernetworkgenerations,suchas3Gand

4G,

willremainintegralto

theconnectivitylandscape

fortheforeseeablefuture.Figure9Asia

Pacific:

mobile

operator

capexBillion20%18%16%14%12%10%8%$40$35$30$25$20$15$10$56%4%2%$00%20232024202520262027202820292030CapexCapex

as

%ofrevenueSource:GSMAIntelligenceThe

mobile

industry

in

numbers19

/50In

2022,

the

mobilesector

added$810

billion

ofeconomic

value

tothe

Asia

PacificeconomyIn

2022,

mobiletechnologiesand

servicesgenerated4.8%

ofGDP

acrossAsiaPacific,

acontributionthatamountedto

around$810

billionofeconomicvalueadded.

Thegreatestbenefits

came

fromproductivityeffects

reaching$530

billion,followedby

therestofmobileecosystem,whichgenerated$210

billion.Figure10Total

economic

contribution

of

the

mobile

ecosystem

in

Asia

Pacific,

2022Billion$530$8104.8%TotalMobile3.2%ecosystem$70$1000.4%$1100.6%0.6%MobileoperatorsRestofmobileecosystemIndirectProductivitySource:G