GSMA-2021年全球移动互联网趋势（英文）-2020.12-68页_6mb

报告摘要

Global Mobile Trends 2021 Summary

Core Content

The GSMA Intelligence report outlines key trends in the global mobile industry in the context of the Covid-19 pandemic and beyond. It discusses the resilience of telecoms, the role of 5G, network transformation, IoT and enterprise verticals, the digital consumer, and regional outlooks.

Main Points

Covid-19 Impact on Telecoms

The pandemic has had a significant impact on the telecom sector, but it has been less severe than on the broader economy.
Revenue declines were primarily due to roaming, handset upgrades, and enterprise discounts, while core service revenues remained stable.
In high-income countries, the decline in mobile revenue was about half that of GDP, but in developing countries, mobile revenue growth outperformed the economy due to its role as the primary internet access medium.
AT&T and Turkcell were notable for their core service diversification and growth strategies.

5G Outlook

Despite the pandemic, 5G network rollouts have continued, with 113 operators now offering 5G in 48 countries.
5G investment is expected to account for 80% of sector capex over the next five years, with 45% population coverage anticipated.
5G adoption is driven by new handsets (e.g., the iPhone 12) and declining costs, with mmWave and 700 MHz being key spectrum bands.
Dynamic spectrum sharing (DSS) is being used by 16 operators in 10 countries to deploy 5G, allowing shared use of spectrum for 4G and 5G.

Network Transformation

Operators are shifting focus towards revenue generation, cost savings, and customer experience.
Open RAN and new suppliers are seen as important for cost efficiency and network flexibility.
Private networks offer customisation, control, and security, but come at a higher cost. They are increasingly used by enterprises for industrial applications.
LTE is being used as a springboard to 5G, and operators are expanding their private network offerings.

IoT and Enterprise Verticals

IoT connections are projected to double from 2019 to 2025, reaching 24 billion.
Covid-19 has caused short-term disruption in IoT growth, especially in SME and corporate markets, but long-term potential remains strong.
Enterprise verticals are seen as the main B2B revenue opportunity for 5G, with manufacturing being the top sector.
5G standalone networks are expected to be the tipping point for enterprise applications, with China and the US leading in deployment.

Digital Consumer and the Next Billion

Digital services now account for over 20% of total revenues for major operators, up from 17% in 2017.
Consumer demand for digital services has been driven by remote work and entertainment during the pandemic.
The "next billion" of mobile users, primarily in emerging markets, are expected to be connected through mobile-only solutions due to the lack of fixed-line infrastructure.

Regional Outlook

Asia (especially China) leads in 5G investment and IoT growth, supported by government initiatives.
Europe is focusing on private networks and Nordic industrial revitalisation.
Americas are seeing increased 5G adoption, with US operators leading in standalone network deployment.
Africa and Latin America are entering the 5G era, though with limited scale.

Key Information

GSMA Intelligence is the leading provider of mobile operator data and analysis.
Covid-19 has accelerated digital transformation, with Zoom and cloud services becoming critical.
5G investment is expected to be $890 billion over the next five years, with 80% of capex allocated to 5G.
Private networks are becoming a major revenue stream, with 80% of enterprises willing to pay for location-specific coverage.
Rural broadband is a growth area, with open RAN and new technologies such as 5G FWA, GEO/LEO satellites, and fibre wholesalers being explored to improve coverage and affordability.

Conclusion

The global mobile industry is navigating the Covid-19 crisis with resilience, driven by core service stability and digital transformation. 5G is seen as a catalyst for growth and enterprise innovation, with network transformation and open technologies playing a central role. IoT and enterprise verticals are poised for long-term expansion, and rural connectivity remains a key challenge and opportunity. The "next billion" will be connected via mobile-first strategies, while regional differences in spectrum availability and investment will shape the 5G landscape.