2024年亚太地区移动经济报告（英）-52正式版

TheMobileEconomyAsia

Pacific2024

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

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operatordata,analysisandforecasts,andpublisherof

authoritativeindustryreportsandresearch.Ourdata

coverseveryoperatorgroup,networkandMVNOinevery

countryworldwide–fromAfghanistantoZimbabwe.Itis

themostaccurateandcompletesetofindustrymetrics

available,comprisingtensofmillionsofindividualdata

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andlong-terminvestmentplanning.Thedataisusedas

anindustryreferencepointandisfrequentlycitedbythe

mediaandbytheindustryitself.

Ourteamofanalystsandexpertsproduceregular

thought-leadingresearchreportsacrossarangeof

industrytopics.

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Copyright©2024GSMA

Contents

Executivesummary2

1.Themobileindustryinnumbers10

2.Mobileindustrytrends21

2.15G:focusshiftsto5G-Advancedand5GRedCap22

2.2OpenGateway:operatorsunitetodriveAPIprogress26

2.3SatellitesandNTNs:momentumbuildsbehindaerialconnectivity28

2.4GenAI:operatorsseekrevenue-generatingopportunities31

2.5Consumertrust:stakeholderstakestepstoenhanceonlinesafety34

3.Mobileindustryimpact36

3.1Acceleratingdigitalinclusion37

3.2Themobileindustry’simpactontheSDGs39

4.Mobileindustryenablers41

4.1Policiestosustaininvestments43

4.2Aspectrumroadmaptowards2030:meetingfutureconnectivity

demand

47

Executive

summary

Mobileenablingdigitaltransformation

Themobileindustrycontinuestounderpinthe

rapiddigitaltransformationinAsiaPacific,with

advancedmobilenetworksenablinginnovative

usecasesforconsumersandenterprises.Therole

ofmobileinfrastructureandserviceswillbecome

evenmorevitaltothewaysocietyfunctionsas

governmentsincreasinglyusedigitaltechnologies

totacklesomeofthemostpressingsocialand

economicchallenges.

Bytheendof2023,1.8billionpeopleinAsiaPacific

(63%ofthepopulation)subscribedtoamobile

service.Growthinmobileinternetpenetrationhas

beenremarkable.Attheendof2023,51%ofthe

region’spopulationusedmobileinternet,equating

tojustover1.4billionusers–almosttriplethe

figureadecadeearlier.However,largeswathes

ofthepopulationacrosstheregionstillremain

unconnected,mostofthemwithintheusagegap.1

Addressingtheusagegapiscrucialtoclosing

thedigitaldivideandenablinglife-enhancing

applicationsaroundfinance,healthandeducation.

Theimpactofmobileconnectivityisevidencedby

itscontributiontotheeconomy.In2023,mobile

technologiesandservicesgenerated5.3%of

AsiaPacific’sGDP,acontributionthatamounted

to$880billionofeconomicvalueadded,and

supportedaround13millionjobsacrosstheregion.

1.Peoplecoveredbyamobilebroadbandnetworkbutdonotyetsubscribetoamobileinternetservice

Executivesummary2/50

Keytrendsshapingthemobileecosystem

5G:focusshiftsto5G-Advancedand5GRedCap

Commercial5Gstandalone(SA)networks

arenowpresentinsevencountriesinAsia

Pacific(Australia,India,Japan,thePhilippines,

Singapore,SouthKoreaandThailand),providing

theopportunitytodevelopnew5Gapplications.

Operatorsintheregionarelookingtoleverage

5G-Advancedand5Greducedcapability(RedCap)technologiestodelivernewsolutions

forenterprise.Thegrowingfocusonadvanced5G

networksandservicesisexpectedtokick-starta

newroundof5Ginvestmentsin2024andbeyond.

Itwillalsolaythefoundationforthenextwave

of5Gusecasesthatcouldunlocknewrevenue

streamsforoperatorsandthewiderecosystemin

boththeconsumerandenterprisesegments.

OpenGateway:operatorsunitetodriveAPIprogress

Althoughithasbeenpossibletoexposenetwork

APIsforsometime,operatorshavestruggled

toadoptastandardisedapproachthatachieves

scale.However,recentinitiativesbythemobile

industryhavesoughttoprovidefreshmomentum

behinddevelopingacommonsetofnetworkAPIs.

ByApril2024,49operatorgroupshadsignedup

totheGSMAOpenGateway,representing240

mobilenetworksandaccountingfor65%ofmobile

connectionsglobally.OperatorsacrossAsia

Pacifichavejoinedtheinitiative,includingthosein

Australia,Indonesia,Japan,Malaysia,Singapore,

SouthKorea,SriLanka,ThailandandVietnam.The

focusisnowontranslatingoperatorcommitments

intocommerciallyavailablenetworkAPIsand

demonstrableusecases.

Executivesummary3/50

SatellitesandNTNs:momentum

buildsbehindaerialconnectivity

Duetothegeographicalmake-upofseveral

countriesinAsiaPacific,aerialconnectivity

willplayanimportantroleinrealisinguniversal

connectivity.Fromarchipelagosandrainforests

todesertsandmountainranges,AsiaPacificis

hometosomeofthemostchallengingterrains

forterrestrialnetworks.Asaresult,therehas

historicallybeensignificantinterestinaerial

solutionsandtheopportunitytheyofferto

helpextendconnectivitytohard-to-reach

locations.Thisinteresthasbeenheightenedby

theemergenceoflowEarthorbit(LEO)and

high-altitudeplatformstation(HAPS)solutions.

Importantly,telecomsoperatorsacrossthe

regionareactivelyengagedintheevolvingaerial

connectivitymarket,mostlythroughpartnerships

andinvestments.

GenAI:operatorsseekrevenue-

generatingopportunities

OperatorsacrossAsiaPacificareharnessingthe

powerofgenerativeAI(genAI)todriveinternal

transformationsandseizenewrevenuestreams

throughAIinvestment.GenAIhasapplications

invariousdomains–suchascustomerservice,

sales,marketingandcodedevelopment–offering

immediateopportunities.Moreover,leveraging

AIfornetworkenhancementremainsapriority

foroperators.Exploringnewrevenuestreams,

regionaloperatorsareinvestinginAIstartupsand

organisationswhiledevelopingtheirownlarge

languagemodels(LLMs).TailoredLLMsmakeit

easierforoperatorstodeployhigh-qualitygenAI

modelsswiftlyandefficiently,helpingthemto

accelerateAI-enabledtransformation.

Consumertrust:stakeholderstake

stepstoenhanceonlinesafety

andenterprises,thereisariskthatconsumer

trustindigitalserviceswillerode.Meanwhile,the

proliferationofadvancedAItools,notablygenAI

applications,addsanewdimensiontothethreat

landscapebypotentiallyenablingnewtypes

ofattacksandmakingexistingonesharderto

detect.Suchattackscanhaveaprofoundimpact

onvictims,includingfinanciallossesandamental

toll,resultinginalossoftrustindigitalplatforms.

Whilegovernmentsanddigitalecosystemplayers

ofmaintainingtrustmustbeviewedasashared

responsibilitybetweenthesestakeholders,as

opposedtothesoleresponsibilityofanysingle

group.

Withtheriseofonlinethreatstargetingindividuals

havetakenstepstocombatonlinethreats,thetask

Thetaskofmaintaining

trustmustbeviewedas

asharedresponsibility

betweengovernments

anddigitalecosystem

players

Executivesummary4/50

Policiesforgrowthandinnovation

Forthemobileindustrytoadvanceanddeliver

ondigitaltransformationambitions,thepolicy

andregulatoryenvironmentrequiresanapproach

thatsupportsaconduciveenvironmentforrapid

growthandinnovation.Policiesthatwillhave

akeyroletowardsthisobjectiveincludethose

thatpromoteinvestmentinnetworks,reduce

taxationburdens,promoteeaseofdoingbusiness

byreducingonerouscompliancecosts,improve

efficiency,andfosterinclusivityandonlinetrust

andsafety.Similarly,asdemandforhigh-speed,

high-qualitymobileconnectivitycontinuestogrow,

regulatorsandpolicymakersshouldreviewcurrent

policiestoidentifythosethatcreateunnecessary

barriersformobileoperators,hinderingtheirability

toinvestwithoutnecessarilyhavinganypositive

impactonconsumerwelfare.

TheITU’sWorldRadiocommunicationConference

2023(WRC-23)openedthedoorstoaneweraof

connectivityandlaidthespectrumfoundations

formobiletoprogressinto5G-Advancedand6G.

Importantly,WRC-23identified6GHz(6.425–

7.125GHz)formobileusebycountriesinevery

ITURegion(EMEA,CIS,theAmericasandAsia

Pacific)andtheconditionsforitsusehavebeen

agreedintheITU’sRadioRegulations.Countries

inAsiaPacificcannowtakeadvantageofthe

harmonisationof6GHzthatwasachievedat

WRC-23andbegindevelopingnationalplansto

assigntheband.With6GHz,mobileoperators

canmeetthegrowthin5Gtrafficdemandina

practical,cost-effectiveandenvironmentally

friendlywayusingexisting5Gmacrosites.

Executivesummary5/50

TheMobileEconomy

AsiaPacific

Unique

mobile

subscribers

Mobile

internet

users

2023

2030

1.8bn1.4bn

2023

63%penetrationrate*51%penetrationrate*

2.1bn1.8bn

2030

70%penetrationrate*61%penetrationrate*

CAGR

2023-2030

2.1%

2023-20303.0%

CAGR

*Percentageofpopulation

*Percentageofpopulation

SIM

connections

(excludinglicensedcellularIoT)

2023

2030

2.7bn

97%penetrationrate*

3.1bn

106%penetrationrate*

CAGR

2023-2030

1.8%

*Percentageofpopulation

4G

2023

2030

5G

2023

2030

Percentageofconnections

(excludinglicensedcellularIoT)

70%

50%

Percentageofconnections

(excludinglicensedcellularIoT)

10%

45%

Smartphones

Percentageofconnections

2023

2030

78%

94%

Operator

revenuesand

investment

2023

2030

$197m

Totalrevenues

$227bn

Totalrevenues

Operatorcapex

fortheperiod

2023–2030:

$271bn

Licensed

cellular

IoTconnections

2023

2030

144m

270m

Mobile's

contribution

toGDP

2023

2030

$880bn

5.3%ofGDP

$1tn

Public

funding

Employment

2023

$90bn

Mobileecosystemcontributionto

publicfunding(beforeregulatory

andspectrumfees)

2023

9mjobs

Directlysupportedbythe

mobileecosystem

Plus4m

indirectjobs

Subscriberandtechnologytrendsforkeymarkets

AsiaPacificTechnologymix*

Subscriberpenetration

22

2%

2%2023

10%12%

8%

2030

20232030

Smartphoneadoption

45%

50%

70%

2023

2G3G4G5G

2030

63%

70%

78%

94%

LeadingNationsprogramme

2

BangladeshTechnologymix*

Subscriberpenetration

2G54G5G2

3G2030

5%

2%

2023

2030

21%

51%

32%

20232030

Smartphoneadoption

72%

17%

2023

56%

69%

56%

84%

IndiaTechnologymix*

2

12%13%<1%

2%

49%

3%

20232030

49%

72%

2G3G4G5G

Subscriberpenetration

2023

2030

Smartphoneadoption

2023

2030

71%

78%

80%

95%

IndonesiaTechnologymix*

51

1%5%1%

32%

20232030

94%

2G3G4G5G

67%

Subscriberpenetration

2023

2030

Smartphoneadoption

2023

2030

66%

77%

87%

94%

PakistanTechnologymix*

57

7%

<1%

9%

32%

20232030

63%5%84%

2G3G4G5G

Subscriberpenetration

2023

2030

Smartphoneadoption

2023

2030

41%

55%

63%

80%

PhilippinesTechnologymix*

Subscriberpenetration

312

6%3%11%2%2023

1%

2030

46%

20232030

Smartphoneadoption

51%

80%2023

2G3G4G5G2030

73%

78%

86%

92%

2.TheGSMALeadingNationsengagement(comprisingBangladesh,India,Indonesia,PakistanandthePhilippines)seekstoacceleratethegrowthofthedigitaleconomy

andadvancethemobileindustry’ssustainabilitybylobbyingforregulatorymodernisationwithrelevantstakeholders.

Executivesummary8/50

Developed5Gmarkets3

AustraliaTechnologymix*

16

1%

6%

45%

94%

20232030

53%

2G3G4G5G

Subscriberpenetration

2023

2030

Smartphoneadoption

2023

2030

86%

88%

89%

94%

JapanTechnologymix*

28

2%8%

37%

20232030

61%

92%

2G3G4G5G

Subscriberpenetration

2023

2030

Smartphoneadoption

2023

2030

89%

90%

75%

94%

NewZealandTechnologymix*

15

22%1%5%5%

72%

20232030

95%

2G3G4G5G

Subscriberpenetration

2023

2030

Smartphoneadoption

2023

2030

85%

88%

90%

94%

SingaporeTechnologymix*

21

2%3%1%

3%

29%

20232030

66%96%

2G3G4G5G

Subscriberpenetration

2023

2030

Smartphoneadoption

2023

2030

90%

91%

91%

96%

SouthKoreaTechnologymix*

21

2%5%

<1%

49%

20232030

49%95%

2G3G4G5G

Subscriberpenetration

2023

2030

Smartphoneadoption

2023

2030

95%

96%

83%

96%

*Percentageoftotalconnections

Note:ThepenetrationfiguresthisyearhavebeenrevisedtoreflectupdatesinpopulationfiguresfromtheUN.Totalsmaynotaddupduetorounding.

3.MarketsinAsiaPacificwiththehighest5Gpenetration

Executivesummary9/50

01

Themobileindustry

innumbers

Bytheendof2023,

morethanhalfofthe

populationinAsia

Pacificsubscribedto

mobileinternet

services

AsiaPacifichasexperiencedsignificantgrowth

ininternetconnectivitylevelsinrecentyears.The

numberofpeopleintheregionwhosubscribeto

mobileinternetserviceshasmorethandoubledin

thelastdecadetoover1.4billion.Growthduring

thisperiodwaslargelydrivenbytheexpansionof

mobilebroadbandnetworks,withthecoverage

gapnowunder2%inmostmarketsacrossthe

region.

Theusagegaphasalsonarrowedonaggregate

butremainsstubbornlyhighinsomemarkets,

notablyBangladesh,IndiaandPakistan,where

50%ormoreofthepopulationarecovered

bymobileinternetnetworksbuthavenotyet

subscribedtotheservice.Keyadoptionbarriers

includelackofaffordability,particularlyfor

devices,andlackofdigitalskills,particularly

amongoldercitizens.Forexample,theJapanese

governmentestimatesthataround20million

oldercitizensareunfamiliarwithhowtooperate

smartphonesandotherdigitaldevices.4

Figure1

AsiaPacific:mobileinternetconnectivityinselectmarkets,2023

Coveragegap

Usagegap

Connected

Percentageofpopulation

1%1%1%2%3%

7%

11%20%20%

19%

32%

46%

49%

63%

58%

93%

89%

80%80%

65%

53%

49%

35%

23%

AustraliaBangladeshIndiaIndonesiaJapanMalaysiaSouthKoreaPakistanSingapore

Note:Totalsmaynotaddupduetorounding.

Source:GSMAIntelligence

4.“Japanlookstobridgedigitaldividebetweenyoungandold”,TheJapanTimes,June2023

Themobileindustryinnumbers11/50

5Gcontinuesto

rapidlygrow,but4G

willremainthe

dominant

technologyforthe

foreseeablefuture

5Gisnowwellestablishedinpioneercountries

acrossAsiaPacific.Bytheendof2024,the

technologywillaccountforathirdormore

oftotalmobileconnectionsinfiveofthese

countries:Australia,Japan,NewZealand,

SingaporeandSouthKorea(over60%inSouth

Korea).Incountriesthatformthesecondwaveof

deployments,notablyIndiaandThailand,rapid

5Gnetworkexpansionhasledtoquicklyrising

adoption.

However,manyotheroperatorsintheregionwill

continuetoprioritisetheexpansionof4Gcapacity

inurbanareasandtheextensionofcoverage

tounderservedregionsintheshort-to-medium

term.Asaresult,4Gwillremainthedominant

technologyacrosstheregionby2030,albeitwith

amuchnarrowergapwith5Gcomparedtotoday.

Figure2

AsiaPacific:mobileadoptionbytechnology

Percentageoftotalconnections

80%

70%

60%

50%

4G50%

5G45%40%

30%

20%

10%

3G2%

0%

20232024202520262027202820292030

2G2%

Source:GSMAIntelligence

Themobileindustryinnumbers12/50

Bytheendof2030,

AsiaPacific

countrieswillbeon

bothendsofthe

global5Gspectrum

By2030,5Gadoptionindeveloped5Gmarkets

inAsiaPacificwillreach95%oftotalconnections,

onaverage,meaningthesemarketswillbeamong

theglobal5Gleaders.However,therestofthe

regionwillbeontheotherendofthespectrum,

with40%adoptiononaverage.Withnearly80%

5Gadoptionby2030,Thailandwillbeanoutlier

amongdevelopingAsiaPacificeconomies.

Figure3

5Gadoption

2024–2030increase

2023

Percentageoftotalconnections

Leading5Gmarkets

5Gconnections

(2030)

GCCstates95%

99m

DevelopedAsiaPacific*93%

296m

NorthAmerica90%

443m

GreaterChina88%

1.69m

Europe81%

653m

Thailand78%

85m

Emerging5Gmarkets

LatinAmerica55%

425m

India49%

641m

RestofMENA44%

347m

Eurasia41%

138m

Sub-SaharanAfrica17%

234m

RestofAsiaPacific**15%

427m

*Australia,Japan,NewZealand,SingaporeandSouthKorea

**ExcludesIndiaandThailandSource:GSMAIntelligence

Themobileindustryinnumbers13/50

Mobiledatatrafficin

AsiaPacificwill

quadruplebetween

2023and2030

Thegrowthinmobiledatatrafficpersmartphone

isprimarilybeingdrivenbyenhanceddevice

capabilities,networkimprovementsandan

increaseindata-intensivecontent.As4G

subscribersmigrateto5G,averagemobile

datatrafficpersmartphonewillincreaseandis

expectedtoreach53GBpermonthin2030.In

India,forexample,5Gusershavebeenconsuming

approximately3.6×asmuchmobiledata

comparedto4GsinceOctober2022,according

toNokia’sMBiT2024report.Furthermore,as

countriesintheregionprogresswiththeirdigital

nationagendas,newservicescouldresultinfaster

growthinmobiledatatraffic.

Figure4

MobiledatatrafficperconnectionGBpermonth

Region20232030Increase

JapanandSouthKorea18874.8×

SoutheastAsia(Cambodia,Indonesia,Malaysia,

Myanmar,Singapore,ThailandandVietnam)13594.5×

India17694.1×

Oceania(Australia,PacificislandsandNew

Zealand)13503.8×

Global13483.7×

RestofSouthAsia(Bangladesh,Bhutan,Nepal,

PakistanandSriLanka)4123.0×

TopfivesmartphonemarketsinAsiaPacific

(numberofsmartphoneconnections,2030)

India

1.2bn

Indonesia

387m

Vietnam

190m

Japan

183m

Bangladesh

178m

Source:GSMAIntelligence

Themobileindustryinnumbers14/50

LicensedcellularIoT

connectionsinAsia

Pacificwillreach

270millionby2030

ThelicensedcellularIoTmarketofAsiaPacific

willalmostdoublebetween2023and2030with

aCAGRof9%.Japanleadsintheregionandwill

accountforjustunder40%oftotalconnections

in2030.IoTwillalsogaintractioninSouthKorea,

IndiaandAustralia.Theincreasingavailabilityof

low-power,widearea(LPWA)networksiscrucial

tothewidespreadadoptionofIoT.

Operatorsseethepotentialinpartnershipsfor

jointlysellingIoTsolutionstolocalandglobal

customers.InJapan,NTTDocomoandNTT

Communications–whosefocushasmostlybeen

theJapanesemarket–haveintegratedtheir

IoT-relatedassetsandofferingswiththewider

group’sglobalunits(NTTDataandNTTLtd.)

andTransatel,NTT’ssubsidiaryIoTmobilevirtual

withaglobalreach.

networkenabler,topursueafocusedIoTstrategy

Figure5

AsiaPacific:numberoflicensedcellularIoTconnections

RestofAsiaPacific

India

Million

SouthKorea

Japan

300

250

30%

200

12%

150

20%

100

50

39%

0

20232024202520262027202820292030

Source:GSMAIntelligence

Themobileindustryinnumbers15/50

By2030,mobile

revenueswillreach

$227billioninAsia

Pacific

MobilerevenuesareexpectedtogrowataCAGR

of2.2%between2023and2030asmobile

marketsincreasinglybecomesaturated.Thiswill

driveoperatorstoexpandeffortsingenerating

newrevenuestreamsbeyondconnectivity.GSMA

Intelligenceresearch5showsthatoperatorsinAsia

Pacificprioritiserevenuegenerationovercost

savingsonanearlythree-to-onebasis,whenasked

abouttheprimarysuccesscriteriaofnetwork

transformationinitiatives.Thishasbeentruefor

years–buttherewasagreaterfocusonnew

revenuesin2023thanin2022,potentiallylinkedto

5Gmonetisation(andinvestment).

Figure6

AsiaPacific:mobilerevenuesandcapextorevenue

Revenue

Capextorevenue(%)

YoYgrowth

Billion

19%

17%

16%16%16%15%

14%

14%

$227

$223

$220

$217

$213$209

$197$203

3%3%3%

1.8%1.8%1.6%1.5%1.5%

20232024202520262027202820292030

Source:GSMAIntelligence

5.NetworkTransformation2023,GSMAIntelligence,2023

Themobileindustryinnumbers16/50

Themobilesector

added$880billion

ofeconomicvalueto

theAsiaPacific

economyin2023

In2023,mobiletechnologiesandservices

generated5.3%ofGDPacrossAsiaPacific,a

contributionthatamountedto$880billionof

economicvalueadded.Thegreatestbenefits

camefromtheproductivityeffectsgeneratedby

theuseofmobileservicesacrosstheeconomy,

whichreached$510billion.Thedirectcontribution

bythemobileecosystemwasalsosignificantat

$280billion.

Themobileecosystemcomprisesthree

categories:mobileoperators;infrastructureand

equipmentproviders;andcontentandservices.

Theinfrastructureandequipmentcategory

includesnetworkequipmentproviders,device

manufacturersandIoTcompanies.Meanwhile,

thecontentandservicescategoryencompasses

content,mobileapplicationandserviceproviders,

distributorsandretailers,andmobilecloud

services.

Figure7

AsiaPacific:totaleconomiccontributionofmobile,2023

Billion,%ofGDP

$510$880

Mobileecosystem

3.0%

$100

5.3%

$80

0.6%

$90

0.5%

$110

0.5%

0.6%

Mobile

operators

Infrastructure

and

equipment

providers

Contentand

services

IndirectProductivityTotal

Note:Totalsmaynotaddupduetorounding.

Source:GSMAIntelligence

Themobileindustryinnumbers17/50

Attheendofthe

decade,mobile’s

economic

contributionwill

reach$1trillion

By2030,mobile’scontributionwillreach

approximately$1trillioninAsiaPacific,driven

mostlybythecontinuedexpansionofthemobile

ecosystemandverticalsincreasinglybenefiting

fromtheimprovementsinproductivityand

efficiencybroughtaboutbythetake-upofmobile

services.

Theincreaseinmobile’scontributiontothe

economyin2030isexpectedtobehigherinAsia

Pacific(15%)comparedtoaverageglobalgrowth

(12%).Thisisbecause5Gpenetrationisexpected

togrowmorequicklyinAsiaPacificthanmany

otherregionstowardstheendofthedecade.

Figure8

AsiaPacific:economicimpactofmobile

Billion

$1,010

$880

20232030

Source:GSMAIntelligence

Themobile

ecosysteminAsia

Pacificsupported

around13millionjobs

in2023

Mobileoperatorsandthewidermobileecosystem

provideddirectemploymentforapproximately

9millionpeopleinAsiaPacificin2023.Inaddition,

economicactivityintheecosystemgenerated

morethan4millionjobsinothersectors,meaning

around13millionjobsweredirectlyorindirectly

supported.

Figure9

AsiaPacific:employmentimpactofthemobileecosystem,2023

Jobs(million)

4.5

13.28.7

DirectIndirectTotal

Source:GSMAIntelligence

Themobileindustryinnumbers18/50

Thefiscal

contributionofthe

mobileecosystem

reached$90billion

in2023

In2023,themobilesectorinAsiaPacificmade

asubstantialcontributiontothefundingofthe

publicsector,witharound$90billionraised

throughtaxes.Alargecontributionwasdrivenby

servicesVAT,salestaxesandexciseduties,which

generated$30billion.

Figure10

AsiaPacific:fiscalcontributionofthemobileecosystem,2023

Billion

$20

$20

$90

$20

$30

ServicesVAT,

salestaxesand

exciseduties

HandsetVAT,

salestaxes,

exciseand

customsduties

Corporatetaxes

onprofits

Employment

taxesandsocial

security

Total

Source:GSMAIntelligence

Themobileindustryinnumbers19/50

5Gwilladdalmost

$130billiontothe

AsiaPacific

economyin2030

5GisexpectedtobenefittheAsiaPacificeconomy

by$130billionin2030,accountingforalmost12%

oftheoveralleconomicimpactofmobile.Much

ofthe5Gbenefitwillmaterialiseovertheperiod

to2030,assomecountriesareinearlystages

ofdeploymentand5Geconomicbenefitswill

increaseasthetechnologystartstoachievescale

andwidespreadadoption.

While5Gisexpectedtobenefitmostsectors

oftheAsiaPacificeconomy,someindustries

willbenefitmorethanothersduetotheirability

toincorporate5Gusecasesintheirbusiness.

Between2023and2030,37%ofthebenefitsare

expectedtooriginatefromthemanufacturing

sector,drivenbysmartfactories,smartgridsand

IoT-enabledproducts,amongotherapplications.

Othersectorsthatwillexperiencesignificant

benefitsarethepublicadministrationandservices

sectorsat14%and9%,respectively.

Figure11

AsiaPacific:annual5Gcontributionbyindustry

Other

Constructionandrealestate

Billion

Finance

Informationandcommunication

Services

Publicadministration

Manufacturing

$140

$120

19%

$100

6%

7%

$80

8%

9%

$60

14%

$40

$20

37%

$0

20232024202520262027202820292030

Source:GSMAIntelligence

Themobileindustryinnumbers20/50

02

Mobileindustry

trends

2.1

5G:focusshiftsto5G-Advanced

and5GRedCap

5Gtechnologyisnowavailableinmorethan100

countriesaroundtheworld.AsofJune2024,295

operatorsin114marketshadlaunchedcommercial

5Gservices.GSMAIntelligencedatashowsthat

thenumberof5Gconnectionswillreach2billion

globallybytheendof2024,accountingfornearly

aquarteroftotalmobileconnections.Inseveral

pioneercountries,notablyChina,SouthKoreaand

theUS,5Gadoptionhasreachedmass-market

levels,accountingformorethanhalfoftotal

connections.

Thecommercialisationof5GFWAservices

continuestogrowglobally,highlightingthe

capabilityof5GFWAasacrediblealternativeto

otherbroadbandtechnologies.AsofJune2024,

131operatorshadlaunchedcommercial5GFWA

servicesacross64markets,whilefixedbroadband

serviceprovidersinseveralothercountrieshave

announcedplanstolaunch5GFWAservices.

Asmobilenetworksusuallyoffernationwide

coverage,regionaloperatorsincreasinglyview5G

FWAasanopportunitytogainsubscribersoutside

oftheirtraditionalfixedbroadbandserviceareas.

Mobileindustrytrends22/50

Advanced5Gtechnologiesonthehorizon

InAsiaPacific,operatorsareincreasingly

deploying5GnetworksbasedontheSA

architectureandprivate5Gnetworkstoenable

innovativesolutionsforenterprises.Commercial

5GSAnetworksarenowpresentinseven

countriesintheregion(Australia,India,Japan,the

Philippines,Singapore,SouthKoreaandThailand),

providingtheopportunitytounlocknew5G

applications.Forexample,Jiohasdeployedmore

than1million5GcellsitesforitsSAnetworkin

Indiaandhasintroducednetworkslicingwith

dedicatedslicesforgaming,high-securityservices

andF