GSMA：北美移动经济报告 The Mobile Economy North America 2023

TheMobile

Economy

NorthAmerica

2023

GSMA

TheGSMAisaglobalorganisationunifyingthemobile

ecosystemtodiscover,developanddeliverinnovation

foundationaltopositivebusinessenvironmentsand

societalchange.Ourvisionistounlockthefullpowerof

connectivitysothatpeople,industryandsocietythrive.

Representingmobileoperatorsandorganisationsacross

themobileecosystemandadjacentindustries,theGSMA

deliversforitsmembersacrossthreebroadpillars:

ConnectivityforGood,IndustryServicesandSolutions,

andOutreach.Thisactivityincludesadvancingpolicy,

tacklingtoday’sbiggestsocietalchallenges,underpinning

thetechnologyandinteroperabilitythatmakemobile

work,andprovidingtheworld’slargestplatformto

convenethemobileecosystemattheMWCandM360

seriesofevents.

Weinviteyoutofindoutmoreat

FollowtheGSMAonTwitter/X:

@GSMA

GSMAM

Inteligence

GSMAIntelligenceisthedefinitivesourceofglobalmobile

operatordata,analysisandforecasts,andpublisherof

authoritativeindustryreportsandresearch.Ourdata

coverseveryoperatorgroup,networkandMVNOinevery

countryworldwide–fromAfghanistantoZimbabwe.Itis

themostaccurateandcompletesetofindustrymetrics

available,comprisingtensofmillionsofindividualdata

points,updateddaily.

GSMAIntelligenceisreliedonbyleadingoperators,

vendors,regulators,financialinstitutionsandthird-party

industryplayers,tosupportstrategicdecision-making

andlong-terminvestmentplanning.Thedataisusedas

anindustryreferencepointandisfrequentlycitedbythe

mediaandbytheindustryitself.

Ourteamofanalystsandexpertsproduceregular

thought-leadingresearchreportsacrossarangeof

industrytopics.

info@

Copyright©2023GSMA

Contents

Executivesummary

3

1.

Themobileindustryinnumbers

10

2.

Mobileindustrytrends

26

2.1.

The5Gmonetisationimperativegrows

27

2.2.

GenerativeAItakescentrestage

29

2.3.

eSIMmomentumbuilds

31

2.4.

Theshifttowardscircularitygainstraction

33

2.5.

Growingopportunitiesforoperatorsasfintechdemandsurges

35

3.

Mobileindustryimpact

38

3.1.

Extendingconnectivitytounderservedareas

39

3.2.

Mobile'simpactontheSDGs

40

4.Mobileindustryenablers42

Executive

summary

5Gentersitsnext

phase

TheUSandCanadaareamongthegloballeaders

intermsof5Gadoption,reflectingtheambitious

rolloutplansofoperatorsandstrongdemandfrom

consumersfornewservices.However,following

extensive5Gnetworkbuildoutoverthelastfew

years,capexlevelswillbegintotrenddownwardsas

operatorsturntheirattentiontogeneratingareturn

oninvestment.Thefocusoverthenextfewyears

willbeonimproving5Gcoverageinlessdensely

populatedareaswhilealsorampingupinvestmentto

supportthegrowingmomentumbehindusecases

enabledby5Gstandalone(SA)and5G-Advanced.

5Gconnectivityisalreadyprovingtobeapowerful

driverofGDPgrowth,with5G’scontributiontoGDP

inNorthAmericaexpectedtosurpass$200billion

in2030(16%oftheoverallannualeconomicimpact

ofmobileintheregion).Beyonditscontributionto

GDP,themobileecosystemalsosupports2.1million

jobs(directlyandindirectly)andmakesasubstantial

contributiontothefundingofthepublicsector,with

$130billionraisedthroughtaxationin2022.This

economiccontributionunderlinestheimportance

ofstakeholderstakingtherightstepstosustainthe

impactofmobileservicesonthedigitaleconomy,

withspectrumavailabilityakeydriverofaffordable

5Gforall.

5G’scontributiontoGDPin

NorthAmericaisexpectedto

surpass$200billionin2030

3/46

GSMA

Executivesummary

Keytrendsshapingthe

mobileecosystem

The5Gmonetisationimperative

grows

As5Gadoptiongrows,themonetisationimperativewillescalate.GSMAIntelligenceresearchshows

thatthemobileARPUtrendintheUSandCanada

improvedinthe12monthsafterlaunching5G.

Thetechnologyisalsohavingapositiveimpact

onrevenuegrowthforNorthAmericanoperators

beyondmobileservices,ashighlightedbyfixed

wirelessaccess(FWA)momentumintheregion.

Lookingforward,theenterprisesectorisexpectedtobethemaingrowthdriverforoperators.5GSA

bringsahostofnewcapabilitiesthatwillbecrucialtomonetising5Ginvestments,includingimprovedsupportfornetworkslicing.Therearealsosynergiesbetween5GSAandprivatewirelessnetworks,

openingupnewopportunitiesformobileoperators.

GenerativeAItakescentrestage

MobileoperatorshaveutilisedAIforawhilenowtovaryingdegrees.However,theemergence

ofgenerativeAIhaspushedtheenvelopeonAI

capabilitiesandthrustAItechnologyintoboardroomconversationsglobally.WithgenerativeAItools,

operatorscanattempttoautomatemorecomplexcustomerservicefunctionsthatrequireabetter

understandingofcontext,improvedabilityto

followaconversationandadvancedsynthesisof

information.Thetechnologycanalsobeusedto

improvenetworkoperationsanddeliverpersonalisedserviceplans.However,ethicalconcernsaroundthetechnologystillneedtobeaddressed.AIregulationwillthereforecontinuetomoveupthepolicyagendaasgovernmentsdevelopframeworksforregulatingtheuseofnewAItools.

eSIMmomentumbuilds

ThelastfewyearshavebeencrucialforeSIM

developmentandcommercialisation,highlighted

byApple’slaunchofeSIM-onlysmartphonesin

September2022intheUSandCanada.There

hassincebeenanaccelerationinoperatoreSIM

deploymentsandcommerciallaunches.However,eSIMawarenessamongconsumersremainslimited.

Asthemaincontactpointswithendusers,operatorsandsmartphonemanufacturershaveakeyrole

toplayinacceleratingconsumerawarenessand

adoption.Additionally,eSIMtechnologyhaslong

beenseenasamajorenablerandacceleratorofIoTdeploymentsacrossmultiplesectors.Thishasled

NorthAmericanoperatorstopartnerwitharangeofplayersacrosstheIoTecosystemtoaccelerateeSIMadoptionintheregion.

Theshifttowardscircularitygainstraction

Theconceptofcircularityhasrisenuptheagendaforpolicymakersandindustryplayersinlight

ofgrowingconcernsaroundthegenerationof

e-wasteandunsustainablelevelsofconsumptionofnaturalresources.Althoughthetechnicallifespanofamobiledeviceisnowbetweenfourandsevenyears,theaverageuseperiodofmobiledevices

isonlyaroundthreeyears.Governmentsand

industryplayershavearoletoplayinincentivisingconsumers,suchasbybuildingnewchannelsforsupplierstocollect,refurbishandreselldevices

andimplementingawarenesscampaignson

sustainability.Operatorsandotherecosystem

playersinNorthAmericaarealreadytakinga

leadinthisregard,withanumberofinitiativestodrivecircularityinmobilephonesandotherdigitaldevices.

Growingopportunitiesforoperatorsasfintechdemandsurges

GSMAIntelligencesurveydatashowsthatbetween2020and2022,theshareof4G/5Gsmartphone

usersintheUSusingtheirdevicesforfinancial

servicesonadailybasisgrewbyfourpercentage

pointsonaverageacrossmobilebanking,online

shopping,payingbillsandcontactlesspayments.

Thisreflectsgrowingmomentumbehinddigital

financialservicesasthecompetitionheatsupin

thefintechmarket.Forexample,Applerecently

announcedthelaunchofabuynow,paylater

(BNPL)service,whichshouldcontributetoaboostine-commercetransactions.Ithasalsolaunchedahigh-yieldsavingsaccountthroughapartnership

withGoldmanSachs,whichreportedlybroughtin$990millionindepositsoveritsfirstfourdays.Bytheendofthefirstweek,around240,000accountshadreportedlybeenopened.

GSMA

Executivesummary

4/46

2023

2025

2026

2027

2028

2029

2030

2024

Keymobileindustry

milestonesto2030

307million5G

connections

472millionmobileconnections

364millionuniquesubscribers

419million

5Gconnections

3Gconnectionsfallto11.5million

89%smartphoneadoption

76%5Gadoption

353millionmobileinternetsubscribers

91%uniquesubscriberpenetration

337millionmobile

internetsubscribers

3Gconnectionsfall

below15million

Over50%

5Gadoption

>

90%smartphoneadoption

4Gadoption

dropsbelow30%

3Gadoptionfallsto2.6%

87%smartphoneadoption

81%5Gadoption

4Gadoptionfalls

below20%

372millionuniquemobilesubscribers

60%5Gadoption

91%5G

adoption

4Gadoptionfallsto7%

3Gadoptiongoes

below3%

Over85%mobile

internetpenetration

Policiesforgrowth

andinnovation

Thesuccessof5Grolloutsdependsonoperators’5Gspectrumholdingsacrosslow,mid-andhighbands

todeliverbothspeedandgeographicalcoverage.

Additionalspectrumcanboosttheprovisionofcost-efficientinvestmentandenhancenetworkquality

inNorthAmerica,whichcanhelp5Gbecomea

centralpillaroftheregion’seconomicdevelopment

strategies.TheInternationalTelecommunication

Union’s(ITU)WorldRadiocommunicationConference2023(WRC-23)willtakeplacefrom20Novemberto15December2023inDubai,offeringanopportunitytobuildaspectrumroadmapgoinginto2030.

Accesstomorelow-bandspectrum(470–694

MHz)isontheWRCagendaforcountriesin

Europe,theMiddleEastandAfrica,whichcan

widenharmonisationofexistinglowbandsinNorthAmerica.Thefutureofmid-bandspectrumisalso

ontheagenda.Thereisanopportunitytoexpand

theharmonisationof3.3–3.8GHz,while4.80–4.99GHzisalsobeingconsideredasawayofprovidingadditionalmid-bandcapacity.Furthermore,many

partsoftheworldwilluse6GHzfor5GfollowingonfromWRC-23.

GSMA

Executivesummary

5/46

Percentageofconnections

(excludinglicensedcellularIoT)

5G

TheMobileEconomy

NorthAmerica

Uniquemobile

352m

377m

CAGR

2022-2030

0.9%

89%

2022

Penetrationrate

Percentageofpopulation

2022

2030

subscribers

91%

2030

85%

2022

Penetrationrate

Percentageofpopulation

CAGR

2022-2030

1.2%

Mobileinternet

2022328m

2030362m

87%

2030

users

Percentageofconnections

(excludinglicensedcellularIoT)

4G

SIMconnections

(excludinglicensedcellularIoT)

56%

7%

2022

2022

445m

2030

2030

481m

Penetrationrate

Percentageofpopulation

112%

2022

116%

2030

2022

CAGR

2022-2030

39%

91%

2030

1%

2030

Licensedcellular

IoTconnections

Smartphones

Percentageofconnections

(excludinglicensedcellularIoT)

2022

84%

216m

539m

2022

2030

90%

2030

Operatorrevenues

andinvestment

Operatorcapex

Total

revenues

$309bn

2022

$390bn

$345bn

2030

20232030

Mobileindustry

contributiontoGDP

Publicfunding

$1.2tn4.3%ofGDP

$1.3tn

2022

2022$130bn

Mobileecosystemcontributionto

publicfunding(beforeregulatory

andspectrumfees)

Employment

1millionjobs

Directlysupportedbythemobileecosystemin2022

1.1millionjobs

supportedindirectly

US

Technologymix*

0.3%0.5%

56%

43430122

2G3G

5%

2030

95%5

4G5G

Subscriberpenetration

202291%

203093%

Smartphoneadoption

202284%

203089%

Canada

Technologymix*

0.3%6%0.4%4%

768%20295%Q203140

2G3G4G5G

Subscriberpenetration

202288%

203093%

Smartphoneadoption

202290%

203096%

TheCaribbean

Technologymix*

25%20%46%

2%

20222030

2%34%

2G3G4G5G

Subscriberpenetration

202255%

203061%

Smartphoneadoption

202280%

203088%

*Percentageoftotalconnections

DefiningNorthAmerica

WedefineNorthAmericainthisreportastheUS,Canada,GreenlandandtheCaribbean(forMexico,pleaseseeTheMobileEconomyLatinAmerica).

TheCaribbeanincludesthefollowingcountriesorterritories:Anguilla;AntiguaandBarbuda;Aruba;Bahamas;Barbados;Bermuda;CaymanIslands;Curacao;Dominica;Grenada;Guadeloupe;Haiti;

Jamaica;Martinique;Montserrat;PuertoRico;SaintKittsandNevis;SaintLucia;SaintPierreand

Miquelon;SaintVincentandtheGrenadines;TrinidadandTobago;TurksandCaicosIslands;BritishVirginIslands;andtheUSVirginIslands.

Executivesummary

8/46

01

Themobileindustry

innumbers

10/46

numbers

GSMA

Themobileindustryin

91%

89%

400

350

300

250

200

150

100

50

0

Uniquemobile

subscriberstogrowbynearly25millioninNorthAmericaby2030

Therehasbeenasteadygrowthofuniquemobile

subscribersinNorthAmerica,whichwillreachatotalof377millionby2030.TheUSwillaccountformorethan85%oftotalmobilesubscribersintheregionbythesameyear.

MobilepenetrationinNorthAmericawillreach91%by2030,whichwillbemuchhigherthantheglobalaverageof73%.ThepenetrationratewillbehighestintheUSandCanadaat93%forbothcountries.

Figure1

NorthAmerica:mobilesubscribersandpenetration

Million,percentageofpopulation

202220232024202520262027202820292030

Source:GSMAIntelligence

Themobileindustryinnumbers

11/46

Mobileinternet

adoptionreached85%inNorth

Americain2022

Withmorethan328millionpeopleconnectedtothemobileinternetinNorthAmericain2022,themobileinternetusagegaphasnarrowedto14%.

Themobileinternetlandscapeintheregionvariessignificantly,withpenetrationlevelsofmorethan

80%intheUSandCanada,comparedto39%intheCaribbean,whichhad8.4millionmobileinternet

subscribersin2022.

Figure2

Mobileinternetpenetrationbyregion,2022

Percentageofpopulation

4%

14%

20%

38%

47%

85%

79%

62%

57%

49%

North

America

ConnectedUsagegapCoveragegap

*ExcludesChina

Source:GSMAIntelligence

Latin

America

Asia

Pacific*

Europe

Global

China

85%

32%

14%

5%

6%

1%

1%

1%

Themobileindustryinnumbers

12/46

5Gwillovertake4Gin2023tobecomethedominantmobiletechnologyinNorthAmerica

5Gadoption,asapercentageoftotalconnections,

continuestoriseinNorthAmerica,followingnew

networkdeployments.Overtheperiodto2030,5G

connectionswillmorethandoubleto447million,

equivalenttoanadoptionrateof91%.Thedominanceof5Gintheregionmeansthatlegacynetworks(2Gand3G)arebeingphasedout.

2G/3Gsunsettingremovestheavailabilityof

circuit-switchedemergencycalling(thetechnologytypicallyusedforemergencycallinginmarkets

wherevoiceoverLTE(VoLTE)hasbeendeployed).FollowingconcernsregardingtheavailabilityandinteroperabilityofVoLTEemergencycallsinboththeUSandEurope,theGSMAanditsmembers

havecometogethertoupdateandaligntechnicalspecifications.1

Figure3

NorthAmerica:mobileadoptionbytechnology

Percentageoftotalconnections

100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

0%

5G

4G

3G

202220232024202520262027202820292030

91%

7%

2%

●5G

Source:GSMAIntelligence

4G3G2G

1.“Howwe’readdressingVoLTEemergencycallissues”,GSMA,May2023

GSMA

Themobileindustryinnumbers

13/46

TheUSandCanadaareamongthe

globalleadersin5Gadoption

Asapioneermarket,NorthAmericahasexperiencedsignificant5Ggrowth,withadoptionratesofthe

technologyexpectedtoreach59%intheUSand

34%inCanadabytheendof2023.Whiletheleadingmarketsintheregionhavemuchhigher5Gadoptionratesthantheglobalaverage,theadoptionratein

theCaribbeanremainsmuchlower.5GadoptionintheCaribbeanwillgatherspeedacrossthisdecade,reaching21%(5millionconnections)by2030.

Figure4

5Gadoptionin2030

Percentageoftotalconnections

Globalaverage:54%

SouthKorea

Canada

US

Germany

UK

Japan

France

China

Source:GSMAIntelligence

5Gconnections(2030)

62m

41m

400m

115m

84m

175m

71m

1.6bn

95%95%95%94%93%92%90%

88%

Themobileindustryinnumbers

14/46

Global

average:

92%

90%

90%

89%

88%

84%

84%

80%

Therewillbeover430million

smartphone

connectionsinNorthAmericaby2030

By2030,smartphoneadoptionwillreach89%inNorthAmerica,comparedtotheglobalaverage

of92%.Theincreaseinsmartphoneconnectionsisconsistentacrosstheregion,butthereisstill

someheadroomtogrow.Availabilityofaffordablesmartphoneshaveplayedakeyroleindriving

smartphoneadoption;inNorthAmerica,a

smartphonecostsaround2%ofmonthlyincome,accordingtotheITU.2

Figure5

NorthAmerica:smartphoneadoption

Percentageofconnections(excludinglicensedcellularIoT)

96%

NorthAmericaUSCanadaCaribbean

20222030

SmartphoneconnectionsinNorthAmerica(2030)

US

377million

Canada

42million

Caribbean

21million

Source:GSMAIntelligence

2.Connectivityanddigitalinfrastructure(Affordability),ITU,2022

Themobileindustryinnumbers

15/46

GCCStates

NortheastAsia

NorthAmerica

202220

Increase2.9x

202858

2022

18

Increase

3x

2028

54

Increase2.3x

202226

2028

59

LatinAmerica

202211

Increase

3.7x

2028

41

Mobiledatatrafficin

NorthAmericawillalmosttriple

between2022

and2028

MobiledatatrafficwillriseconsiderablyinNorth

Americaasunlimiteddataplansandimproved5Gnetworkcoverageandcapacityincreasinglyattractnewmobileand5GFWAsubscribers.According

toaGSMAIntelligencesurvey,5Gusersaremoreinterestedthan4Gusersinaddingservicesandcontenttotheirmobilecontracts.

Theincreaseindataisprimarilyduetoarisein

uptakeofappsbasedongaming,extendedreality

andvideo.Tomeetgrowingcapacityandspeed

demands,operatorsmustcontinuouslyevolvemobilenetworkswithintheRANdomain,utilisingmid-bandsandmmWavetoensureasimilarexperienceacross

locations.

Figure6

Mobiledatatrafficpersmartphone

GBpermonth

WesternEurope

202220

Increase

2.9x

2028

56

GlobalAverage

202215

Increase3.1x

202846

Source:GSMAIntelligence,basedonEricssonMobilityReportJune2023

Themobileindustryinnumbers

16/46

LicensedcellularIoTconnectionsinNorthAmericawillalmostdoubleby2030

Therewillbemorethan535millioncellularIoT

connectionsinNorthAmericaby2030.TheUSistheleadingcontributorofIoTconnectionsintheregion,accountingformorethan90%oftotalconnections.5GenablesnewIoTusecasesduetoitslow-latencyandhigh-capacitycapabilities,sotherewillbea

boosttoIoTapplicationsas5GnetworksexpandacrossNorthAmerica.

IoTdeviceshavereachedhouseholdsandbusinesses

acrosstheregion,helpingstreamlineprocessesandincreaseefficiency.Around34%ofNorthAmericanandEuropeanorganisationscurrentlyuseIoT

technologywithintheirbusinessoperationsand

another12%plantointegrateIoTtechnologywithinthenextyear.3

Figure7

NorthAmerica:licensedcellularIoTconnections

Million

600

500

400

300

200

100

0

202220232024202520262027202820292030

Source:GSMAIntelligence

3.Statista

Themobileindustryinnumbers

17/46

Figure8

NorthAmerica:mobileoperatorrevenueandyear-on-yeargrowth

ModeraterevenuegrowthinNorthAmericaas5G

adoptionrises

Revenueisexpectedtogrowsteadilyintheregion

asoperatorscontinuetodiversifytheirservices

andgeneratenewrevenuestreams.Diversification

ofserviceshasbecomeastrategicimperativefor

operatorsamidthegrowthin5Gconnectionsand

investmentsinnetworkdeployments.Itwillbecrucialforoperatorstomeettheusecaserequirementsof

consumersandtoserveenterprisecustomerswith

newsolutionsenabledbytechnologiessuchas5GSAandedgecomputing.

20262027202820292030

CaribbeanAnnualgrowth(%)

Billion

$400

$350

$300

$250

$200

$150

$100

$50

$0

7%

6%

5%

4%

3%

2%

1%

0%

-1%

-2%

2025

Canada

US

2024

2023

2022

Themobileindustryinnumbers

18/46

Operatorswillspend$390billionontheirnetworksduring

2023–2030,mostlyon5G

Followingextensive5Gnetworkbuildoutoverthe

lastfewyears,whichhasresultedinrecordcapex

intensityinNorthAmerica,capexlevelswillbegintotrenddownwardsasoperatorsturntheirattentiontogeneratingareturnoninvestment.

Thefocusoverthenextfewyearswillbeon

extending5Gcoveragetolessdenselypopulated

areaswhilealsorampingupinvestmenttosupport

thegrowingmomentumbehindusecasesenabledby5GSAand5G-Advanced.

Figure9

NorthAmerica:mobileoperatorcapex

Billion

$60

18%

$50

16%

14%

$40

12%

10%

8%

$20

6%

4%

$10

2%

0%

20232024202520262027202820292030

CapexCapexas%ofrevenue

Source:GSMAIntelligence

19%

13%

$30

20%

$0

Themobileindustryinnumbers

19/46

In2022,themobilesectoradded$1.2trillionofeconomicvaluetotheNorthAmericaneconomy

In2022,mobiletechnologiesandservicesgenerated4.3%ofGDPacrossNorthAmerica,acontribution

thatamountedto$1.2trillionofeconomicvalue

added.Thegreatestbenefitscamefromproductivityeffectsreaching$670billion,followedbyindirect

contributions,whichgenerated$200billion.

Figure10

NorthAmerica:totaleconomiccontributionofthemobileecosystem,2022

Billion

$1,200

2.4%

Mobile

ecosystem

$200

$160

0.6%

$170

0.6%

Source:GSMAIntelligence

Restofmobileecosystem

Mobileoperators

Productivity

$670

Indirect

Total

4.3%

0.7%

20/46

numbers

Themobileindustryin

By2030,mobile'seconomic

contributioninNorthAmericawillreach

over$1.3trillion

By2030,mobile’scontributionwillreachmore

than$1.3trillioninNorthAmerica,drivenmostlybythecontinuedexpansionofthemobileecosystemandverticalsincreasinglybenefitingfromthe

improvementsinproductivityandefficiencybroughtaboutbythetake-upofmobileservices.

Figure11

NorthAmerica:economicimpactofmobile

Billion

$1,200

2022

Source:GSMAIntelligence

$1,310

2030

TheNorthAmericanmobileecosystem

supportedmorethan2millionjobsin2022

Mobileoperatorsandthewidermobileecosystemprovideddirectemploymenttoaround1million

peopleacrossNorthAmerica.Inaddition,the

economicactivityintheecosystemgeneratedaround1.1millionjobsinothersectors,meaningthataround2.1millionjobsweredirectlyorindirectlysupported.

Figure12

NorthAmerica:employmentimpactofthemobileindustry,2022

Jobs(million)

1.1

2.1

1.0

Indirect

Source:GSMAIntelligence

Direct

Total

Themobileindustryinnumbers

21/46

In2022,thefiscal

contributionofthemobileecosysteminNorthAmerica

reached$130billion

In2022,themobilesectormadeasubstantial

contributiontothefundingofthepublicsector,

witharound$130billionraisedthroughtaxesonthesector.AmajorcontributioncamefromservicesVAT,salestaxesandexciseduties,whichgenerated

$50billion,thesameamountasemploymenttaxesandsocialsecurity.Thiswasfollowedbycorporatetaxesonprofits,whichgenerated$20billion.

Figure13

NorthAmerica:fiscalcontributionofthemobileindustry,2022

Billion

$50

$130

$10

$50

ServicesVAT,sales

taxesandexcise

duties

Source:GSMAIntelligence

HandsetVAT,sales

taxes,exciseand

customsduties

Employmenttaxesandsocialsecurity

Corporatetaxesonprofits

$20

Total

GSMA

Themobileindustryin

numbers

22/46

5Gwilladdmore

than$200billiontotheNorthAmericaneconomyin2030

5GisexpectedtobenefittheNorthAmerican

economyby$203billionin2030,oraround16%

oftheoveralleconomicimpactofmobile.Muchofthe5Gbenefitwillmaterialiseoverthenextfive

years.Towardstheendofthedecade,growthin5Geconomicbenefitswillstabiliseasthetechnologyreacheswidespreadadoption

Figure14

NorthAmerica:annual5Gcontributionbyindustry

Billion

$250

$200

$150

$100

$50

$0

202220232024202520262027202820292030

ICT

Services(publicadministration,finance,healthcare,education)Manufacturing

Utilitiesmanagement,construction,oilandgas,agricultureRetailOther

Source:GSMAIntelligence

Themobileindustryin

nu