2025年北美移动经济报告_39页_1mb

GSMA North America Summary

Core Content

The GSMA report provides an in-depth analysis of the economic and technological impact of mobile in North America, including the US, Canada, and the Caribbean. It outlines the key drivers of growth, monetisation opportunities, and challenges in the mobile industry, while also highlighting the broader economic contributions and future projections.

Main Points

Economic Impact of Mobile

• Contribution to GDP: In 2024, mobile technologies and services contributed $1.6 trillion, which is 5% of North America's GDP.
• Employment Support: Mobile supported 2.6 million jobs in 2024, including 1.3 million direct jobs and 1.3 million indirect jobs.
• Fiscal Contribution: The mobile sector contributed $140 billion in tax revenue in 2024, representing 2.6% of total tax revenue in the region.
• Future Projections: By 2030, mobile is expected to contribute $3.7 trillion, or 10.2% of GDP, driven by productivity gains and digital transformation.

5G Monetisation

• Investment in 5G: Mobile operators have invested over $300 billion in 5G infrastructure between 2019 and 2024.
• 5G FWA Growth: 5G fixed wireless access (FWA) is the most achievable monetisation opportunity, with the US being the global benchmark.
  • As of 2024, the US had 11.6 million 5G FWA connections, representing 9.1% of its total fixed broadband market.
  • Expected to grow to 25 million connections by 2030, equivalent to 20% of US households.
• Consumer 5G: Expected to surpass 300 million connections by 2025, with operators exploring speed-based tariffs, new service bundles, and experience-driven pricing.
• Enterprise 5G: 5G standalone (SA) and 5G-Advanced are key for unlocking new revenue streams and supporting specific applications.
  • 74 operators globally offer commercial 5G SA services, including 7 in North America.
  • T-Mobile US and Rogers have launched 5G-Advanced networks.

Technological Leadership

• Satellite Connectivity: North America is leading in direct-to-device (D2D) satellite services, with companies like Apple, Starlink, Skylo, and AST SpaceMobile involved.
• RAN Innovation: US companies are at the forefront of open RAN and AI-RAN development.
• 5G SA and Network Slicing: These technologies enable tailored connectivity and are being used to support applications such as first responder services, enhanced security, and smart event management.

Cybersecurity Threats

• Operators are implementing technical and non-technical measures to secure network infrastructure and protect customers from data breaches and financial losses.
• Cybersecurity is critical for maintaining trust and operational continuity in the mobile industry.

Spectrum Policy and Regulation

• Effective Spectrum Policy: The US has passed robust spectrum legislation to commercialise 800 MHz of spectrum in the 1.3-10.5 GHz range.
• Simplifying Regulation: The FCC's "Delete, Delete, Delete" initiative is being supported to remove barriers to small cell installation and streamline permitting processes.
• Regulatory Support: Regulatory steps are being taken to facilitate D2D satellite services and private 5G deployments.

Key Information

• 5G Monetisation: 5G FWA is the most immediate revenue stream, while enterprise 5G and 5G-Advanced represent long-term opportunities.
• Technological Advancements: Innovations in satellite connectivity, open RAN, and AI-RAN are shaping the future of mobile networks.
• Regulatory Environment: North America is focusing on spectrum policy and deregulation to support 5G growth and technological leadership.
• Caribbean 5G: 5G is expanding in the Caribbean, with Guadeloupe, Martinique, Bermuda, Cayman Islands, Puerto Rico, and US Virgin Islands launching services.
• Challenges: Monetisation of D2D satellite services and network capabilities remain key challenges for operators.

Conclusion

The mobile industry in North America is a significant driver of economic growth, supporting employment, public funding, and productivity. The adoption of 5G is accelerating, with FWA, enterprise 5G, and 5G-Advanced playing pivotal roles. Technological leadership in satellite connectivity and RAN innovation is enhancing the region's global competitiveness. However, effective regulation and monetisation strategies will be crucial in realising the full potential of these advancements.