GSMA《2023歐洲移動(dòng)經(jīng)濟(jì)報(bào)告》 The Mobile Economy Europe 2023

TheMobile

Economy

Europe2023

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

Intelligence

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

2

1.

Themobileindustryinnumbers

9

2.

Mobileindustrytrends

24

2.1

Unlockingtherevenuepotentialof5G

25

2.2

Transformingnetworks

27

2.3

Reignitingsatelliteconnectivity

28

2.4

ExploringtheroleofgenerativeAI

30

2.5

Shiftingtocircularity

32

2.6

Growingfintechopportunities

34

3.

Mobileindustryimpact

36

3.1

Operatorprogresswithsustainability

37

3.2

Mobile'simpactontheSDGs

38

4.Mobileindustryenablers

40

4.1GraspingcontrolofEurope’sdigitalfuture

41

Executive

summary

DigitaltechnologiesareplayingacrucialroleinEuropeaseconomiesadvancetheireffortsto

embracegreenanddigitaltransformation.5G

connectivityisservingasacatalystforGDPgrowth

andapowerfultooltohelpcombatclimatechange.Inthecomingyears,themobileecosystemwillfocusonimproving5Gcoverageinruralareasandincreasing

investmenttosupportthegrowingadoptionofusecasesenabledby5Gstandalone(SA)and5G-Advancedtechnologies.

Thecontributionfrommobiletechnologiesand

servicestosocialandeconomicprogressinEurope

continuestogrow.5Gconnectivityandservicesaresettogenerateeconomicbenefitsof€153billionin

2030.Itisthereforeimperativethatstakeholderstakestepstoensurecontinuedinvestmentandthelong-

termsustainabilityofthemobileindustry.Thismeansaresetofthepolicyframeworkgoverningthedigitalcommunicationsecosystem,andeffectivespectrumpolicytosupporttheDigitalDecadegoals.

5Gconnectivityandservices

aresettogenerateeconomicbenefitsof€153billionin2030

GSMA

Executivesummary

2/44

Keytrendsshapingthe

mobileecosystem

Reignitingsatelliteconnectivity

Satellitebroadbandisbeingreinventedthrough

thelowEarthorbit(LEO)constellationmodel.Thisunderpinsagrowinglistofpartnershipsbetweenmobileoperatorsandsatellitecompanies.Inmanycases,operatorsarepartneringwithsatellite

companiesforwholesalesatellitebackhaulaccess.

Direct-to-device(D2D)agreementsarealsogrowinginnumber,providingsatelliteconnectivitydirectly

tosmartphonesandIoTdeviceswithouttheneed

foradishorotherreceivingequipment.Muchof

thisstemsfromtheintegrationofnon-terrestrial

networks(NTNs)intothe3GPP's5Gnewradio(NR)

standard,meaningsatelliteconnectivitycanbeaccessedseamlesslyondevicesupdatedto

Release17orlater.

Unlocking5G’srevenuepotential

InEurope,attentionisshiftingto5Gmonetisation,

asoperatorsseekreturnsontheirsignificant

capitaloutlays.Speed-basedtariffsandbundles

thatpackagecontentandserviceswithmobile

subscriptionsofferwaystogrowaveragerevenue

peruser(ARPU)inafiercelycompetitivemarket.

Operatorscanalsolooktoearlyexamplesofsuccess

with5Gfixedwirelessaccess(FWA)inAustriaand

Italy.

Thetransitionto5GSAshouldaddfurtherimpetus

to5Gmonetisationeffortsbyintroducingnew

capabilities,includingimprovedsupportfornetwork

slicing.While5GSAdeploymentsinEuropehave

beentrailingotherregions,recentlaunchesby

OrangeSpain,MovistarandVodafoneUKpoint

togrowingmomentum.Similarly,private5G

deploymentsaregainingtractioninEurope,offering

opportunitiestocreatenewrevenuestreamsand

serveadditionalenterprisecustomers.

Transformingnetworks

Thereisaneedtorethinkthedesignoftelecoms

networkstomeetevolvingconnectivity

requirementsandenabletherapidexpansionof

data-driventechnologies(AIandweb3.0).Aswell

asinvestmentsininfrastructurerollout,thisnetwork

transformationentailsthesoftwarisationand

virtualisationofnetworkfunctions,aswellascloud-

nativeanddisaggregatednetworkarchitectures.

Tomanageincreasingcomplexity,operatorsneed

toinvestheavilyinnetworkautomation,including

theuseofAIandmachinelearning,aswellas

softwareskills.Theseallowcustomisedconnectivity

solutionstobeprovided,aswellasaddedservices

andfunctionality(suchasedgecloud),whichcanbe

offeredtocustomersusingstandardisedinterfaces

(networkasaservice).

GSMA

Executivesummary

3/44

2024

2025

2023

2027

2028

2029

2030

2026

ExploringtheroleofgenerativeAI

IthasbeenlessthanayearsinceChatGPT

launched,introducingmuchoftheworldto

generativeAI.Sincethen,competitorshaveemergedandbusinesseshavebeguntoexplorehowtouse

thetechnology.Formobileoperators,therangeofgenerativeAIapplicationsisbroad,coveringareas

includingcodedevelopmentsupport,networkmanagement,customercareandcustomisedpropositiondevelopment.

DespitethepotentialtoreapsignificantbenefitsfromtheapplicationofadvancedAI,ethical

concernsaroundthetechnologystillneedtobe

addressed.MobileoperatorsmustalsoupskillstaffandrecruitexternalexpertisetotakefulladvantageoftheAIopportunity.

Shiftingtocircularity

Circularityisapriorityforpolicymakersandindustryplayers.Thisinvolvesconsideringtherightuseof

materials,developinglong-lastingdevicesandusingrecyclablematerials.However,behaviouralchangeamongconsumersisneededtoextendtheaveragethree-yeardeviceusageperiod.Governmentsandecosystemplayersareworkingtogethertoraise

awarenessandincentiviseconsumers.InEurope,

operatorsareattheforefrontwithplanstopromotetherecyclingofmobilephones,otherdevicesandnetworkequipment.

Growingfintechopportunities

4G/5GusersinEuropeareincreasinglyrelyingon

theirsmartphonesforfinancialservices.Theshifthasdrivenenhancementsinthefintechsector,including

newsolutionsforcustomersandthemodernisationoftraditionalbankingsystems.Operatorsinthe

regionaremakingpartnershipmovestocapitaliseontheshiftoffinancialservicestodigitalchannels.

Keymobileindustry

milestonesto2030

574million

5Gconnections

4Gadoptionfalls

to20%

Over85%mobile

internetpenetration

69%4Gadoption

Over158million

5Gconnections

3Gconnectionsfall

below15million

Over500million

uniquesubscribers

5Gadoption

exceeds60%

87%mobileinternet

penetration

2Gadoptionfalls

below1%

89%smartphoneadoption

92%subscriber

penetration

＞

Over90%

smartphoneadoption

87%5G

adoption

4Gadoption

fallsto12%

33%5Gadoption

83%smartphoneadoption

3Gadoptionfalls

below5%

70%5Gadoption

88%smartphoneadoption

3Gadoptionfalls

below2%

4Gadoptionfalls

below50%

5Gadoption

exceeds50%

85%smartphone

adoption

GSMA

Executivesummary

4/44

Policiesforgrowthandinnovation

ForEurope,achievinggloballeadershipinthe

digitaleconomyandenvironmentalsustainability

requiresambitiousinfrastructuretargets,includingfull5Gcoverage.However,significantdisparities

persistin5Gdeployment,particularlyinrural

areas,withanestimatedinvestmentgapofatleast€174billiontomeettheDigitalDecadeconnectivitytargets.TosecureEurope'sdigitalfuture,the

regionshouldfocusonthefollowingkeypolicy

areas:adigitalinfrastructureframeworkandthesimplificationofregulation;buildingscalethroughin-marketconsolidation;andpro-investment

spectrumpolicy.

Effectivespectrumpolicycanhelpspurstrongandsustainableeconomicgrowthandensure5Gfor

allEuropeancitizensandbusinessesbytheend

ofthedecade.ThereviewofEUspectrumpolicy

presentsanopportunityforreform,allowingfor

furtherharmonisationintermsofspectrumlicensingapproachandalignmentofspectrumpolicywith

theDigitalDecadeobjectives.Tomakespectrum

policyaleverforinvestmentandgrowth,regulatorsshouldconsidermeasuressuchasensuringlong-

termlicencetermsandalignmentwithinvestor

timeframes,preventinginefficientspectrumawards,andincreasingtransparencyinannualfees.

GSMA

Executivesummary

5/44

Percentageofconnections

(excludinglicensedcellularIoT)

5G

TheMobileEconomy

Europe

Uniquemobile

496m

507m

CAGR

2022-2030

0.3%

90%

2022

Penetrationrate

Percentageofpopulation

2022

2030

subscribers

92%

2030

85%

2022

Penetrationrate

Percentageofpopulation

CAGR

2022-2030

0.4%

Mobileinternet

2022464m

2030479m

87%

2030

users

Percentageofconnections

(excludinglicensedcellularIoT)

4G

SIMconnections

(excludinglicensedcellularIoT)

75%

12%

2022

2022

714m

2030

2030

734m

Penetrationrate

Percentageofpopulation

130%

2022

134%

2030

2022

CAGR

2022-2030

11%

87%

2030

0.3%

Licensedcellular

Smartphones

Percentageofconnections

(excludinglicensedcellularIoT)

IoTconnections

81%

2022

206m

501m

2022

2030

203091%

andinvestment

Operatorrevenues

Operatorcapex

€198bn

20232030

Total

revenues

2022

€156bn

2030

€162bn

Publicfunding

€110bn

Mobile'scontribution

toGDP

2022

2022

€910bn4.3%ofGDP

Mobileecosystemcontributionto

publicfunding(beforeregulatory

andspectrumfees)

2030€1trillion

Employment

1.3millionjobs

Directlysupportedbythemobileecosystemin2022

0.9millionjobs

supported

indirectly

Subscriberandtechnologytrendsforkeymarkets

France

Technologymix*

2022

2G3G

2030

9

4G5G

Subscriberpenetration

202293%

203096%

Smartphoneadoption

202285%

203094%

Germany

Technologymix*

17%

2%

2022

81%

2G3G

6%

2030

4G5G

Subscriberpenetration

202291%

203094%

Smartphoneadoption

202282%

203093%

Italy

Technologymix*

7%

2022

7%8%%

2G3G

2030

8866%Q14%

4G5G

Subscriberpenetration

202294%

203096%

Smartphoneadoption

202278%

203088%

UK

Technologymix*

2022

81%

7%111%1%

2G3G

2030

9

4G5G

Subscriberpenetration

202292%

203093%

Smartphoneadoption

202285%

203091%

*Percentageoftotalconnections(excludinglicensedcellularIoT)

Executivesummary

8/44

01

Themobileindustry

innumbers

9/44

Themobileindustryinnumbers

Europewillhave

morethan

500millionuniquemobilesubscribersby2030

Withgrowthof11millionsubscribersbetween2022and2030,Europewillreach507millionby2030.

UniquemobilesubscriberpenetrationinEurope

willreach92%ofthepopulationby2030–higherthanNorthAmericaandmuchhigherthanthe

globalaverage(at73%).WithinEurope,penetrationratesareabove90%inmostcountries,withFrancereaching96%,Germany94%andtheUK93%by

2030.

Figure1

Europe:mobilesubscribersandpenetration

Million,percentageofpopulation

600

500

400

300

200

100

0

202220232024202520262027202820292030

Source:GSMAIntelligence

90%

92%

Themobileindustryin

numbers

10/44

Mobileinternet

penetrationin

Europereached

85%in2022

Withmorethan460millionpeopleconnectedtothemobileinternetinEurope,themobileinternetusagegapnarrowedto14%in2022.

MostcountriesinEuropehadmobileinternetpenetrationratesabove60%asof2022.Somecountries,includingDenmark,Italy,SpainandPortugal,haveratesofmorethan90%.

Figure2

Mobileinternetpenetrationbyregion,2022

Percentageofpopulation

5%

38%

57%

Global

1%

14%

85%

Europe

1%

14%

85%

North

America

1%

20%

79%

China

6%

32%

62%

Latin

America

4%

47%

49%

Asia

Pacific*

ConnectedUsagegapCoveragegap

*ExcludesChina

Source:GSMAIntelligence

Themobileindustryinnumbers

11/44

5Gwillbethe

dominantmobile

technologyin

Europeby2026

Withnewnetworkdeployments,5Gadoption(asa

percentageoftotalconnections)continuestogrowinEurope,as4Gadoptionbeginstodecline.5Gissettodominateby2026,solegacynetworks(2Gand

3G)arebeingphasedout.IntheUK,allthemobilenetworkoperatorshavepledgedtoturnoff2Gand3Gby2033.3Gislikelytobeswitchedoffbefore

2GinEurope.OperatorsfromDenmark,GreeceandSwedenplantoswitchoff3Gbytheendof2023.1

Theshuttingdownof2G/3Gnetworksremovestheavailabilityofcircuit-switchedemergencycalling

(circuitswitchedistypicallyusedforemergency

callinginmarketswherevoiceoverLTE,orVoLTE,hasbeendeployed).FollowingconcernsregardingtheavailabilityandinteroperabilityofVoLTE

emergencycallsinbothEuropeandtheUS,theGSMAanditsmembershavecometogethertoupdateandaligntechnicalspecifications.2

Figure3

Europe:mobileadoptionbytechnology

Percentageoftotalconnections

100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

0%

5G

4G

3G

2G

87%

12%

1%

0%

202220232024202520262027202820292030

Source:GSMAIntelligence

1."2Gand3GShutdownsContinue",Telegeography,February2023

2.“Howwe’readdressingVoLTEemergencycallissues”,GSMA,May2023

GSMA

Themobileindustryinnumbers

12/44

Germanyandthe

UKaredriving

uptakeof5Gin

Europe

5GisexpandingrapidlyinEurope,withthe

numberofconnectionsestimatedtohaveroughly

doubledbetweentheendof2022and2023.Overtheperiodto2030,5Gconnectionswillincreasetoreach638million(anadoptionrateof87%).Most

countriesintheregionwillsee5Gadoptionrates

for2030thatareabovetheglobalaverage,withtheleadingmarketsofGermanyandtheUKforecasttoexceed90%.

Figure4

5Gadoptionin2030

Percentageoftotalconnections

5Gconnections(2030)

SouthKorea

Canada

US

Germany

UK

Japan

France

China

Source:GSMAIntelligence

62m

41m

400m

115m

84m175m71m

1.6bn

95%95%95%94%93%92%90%88%

Europeaverage:87%

Globalaverage:54%

Themobileindustryinnumbers

13/44

93%

average

(2030):91%

91%

91%

88%

86%

85%

85%

82%

81%

79%

78%

By2030,

By2030,smartphoneadoptionwillreach91%inEurope,matchingtheglobalaverage.Growthin

smartphone

smartphoneconnectionswillbeseenacrossall

countriesintheregion.Germanyisforecasttolead

connectionswill

intermsofnumberofsmartphoneconnectionsby2030,adding15millionbetween2022and2030.

totalmorethan

Theavailabilityofaffordablesmartphoneshasplayedakeyroleindrivingadoption.Tohelpextendthe

665millionin

livesofsmartphones,theEuropeanCouncilin2023adoptedregulationrequiringallsmartphonesto

Europe

havereplaceablebatteriesby2027.Theregulationencouragesright-to-repairforusers,andaimstoreducee-waste.

Figure5

Smartphoneadoption

Percentageoftotalconnections(excludinglicensedcellularIoT)

Global

94%

EuropeUKFranceGermanySpainItaly

20222030

TopthreesmartphonemarketsinEurope

(smartphoneconnections,2030)

Germany

113million

UK

82million

France

74million

Themobileindustryin

numbers

14/44

Centraland

EasternEurope

2022

Increase2.6×

14

WesternEurope

202220

Increase

2.8×

2028

56

NorthAmerica

20

2.9×

58

2022

Increase

2028

37

2028

59

2028

Globalaverage

2022

Increase2.9×

202847

16

NortheastAsia

18

2022

Increase

3.0×

2028

54

GCCStates

2022

Increase2.3×

26

MobiledatatrafficinEuropewillalmosttripleoverthenextfiveyears

Mobiledatatrafficacrosstheregionwillrise

considerablywithmigrationto4G(particularly

inCentralandEasternEurope)andimproved5G

networkcoverageandcapacity.AGSMAIntelligenceconsumersurveyshowedthat5Gsubscribersare

particularlyinterestedinaddingservicesandcontenttotheirmobilecontracts,withpotentialimplicationsfordatause.

Uptakeofappsforgaming,extendedrealityand

videoaretheprimarydriversfortheincreaseindatausage.Operatorsareevolvingtheirmobilenetworkstomeetthisgrowingdemandandensureaconsistentexperienceacrosslocations.

Figure6

Mobiledatatrafficpersmartphone

GBpermonth

LatinAmerica

11

Increase

3.7×

2028

41

2022

Source:GSMAIntelligence,basedonEricssonMobilityReportJune2023

Themobileindustryinnumbers

15/44

LicensedcellularIoTconnectionsin

Europewilldoubleby2030

Europewillhavemorethan500millionlicensed

cellularIoTconnections3by2030,drivenbygrowthintheautomotiveandutilitiessectors.Morethan

70%ofoperatorsinEuropedeemIoTtobeavery

orextremelyimportantsuccessfactorfortheir

enterpriseportfolios,secondonlyto5Gconnectivityservices.4

WhiletheIoTmarketandecosystemisgrowing,consolidationistakingplaceincertainareas,

especiallythoseadjacenttoIoTconnectivity

(e.g.equipmentandmanagement).Operatorsare

rethinkingtheirIoTstrategiesaccordingly.GSMA

Intelligenceresearchshowsthatmanyoperators

aremaintaininganinterestinbeingdirectlyinvolvedwithIoT,whileothersareconsideringdifferentplans,suchasspinningoffIoTunitsintoseparateentities

orevendivesting.5

Figure7

Europe:licensedcellularIoTconnections

Million

600

500

400

300

200

100

0

20262027202820292030

UKFranceItalyGermany

Source:GSMAIntelligence

2022202320242025

RestofEurope

3.LicensedcellularIoTconnectionsuselicensedspectrumfrommobileoperators,including2G/3G/4G/5GNB-IoTandLTE-M.UnlicensedIoTconnectionsuseSigFoxorLoRa.

4.GSMAIntelligenceOperatorsinFocus:EnterpriseOpportunitySurvey2022

5.

OperatorsinIoT:progressinthelastdecadeandpathwaytosustainedsuccess

,GSMAIntelligence,2023

Themobileindustryinnumbers

16/44

Europewillseeflatrevenuegrowthoverthecomingyears

Operatorrevenueisforecasttogrowmarginally

inEurope,asoperatorscontinuetodiversifytheir

servicesandlooktogeneratenewrevenuestreams.Consumerservicesarethelargestcontributorto

operatorrevenues,whiletheenterprisesegmentis

themaingrowthdriverasoperatorsincreasingly

targetthedigitaltransformationofverticalindustries.Amidgrowing5Gconnectionsandinvestmentsin

networkdeployment,servicesbeyondconnectivity(suchascloudandsecurity)andfurtherservice

diversificationhavebecomestrategicimperativesforoperators.

Figure8

Europe:mobileoperatorrevenueandyear-on-yeargrowth

Mobilerevenue(billion)

€180

3.5%

2.5%

€100

2.0%

€80

1.5%

€60

€40

€20

€0

202220232024202520262027202820292030

RevenueAnnualgrowth(%)

Source:GSMAIntelligence

€160

€140

€120

4.0%

3.0%

0.5%

0.5%

0.2%

3.5%

1.0%

12%

0%

Themobileindustryinnumbers

17/44

Operatorswill

spendmorethan

€195billionon

networksduring

2023–2030

AsinNorthAmericaandChina,operatorcapexlevelsinEuropeareforecasttobegintotrenddownwards.Operatorsarefocusingongeneratingareturnon

investmentafterextensiverolloutof5Gnetworks.

Overthecomingyears,operators’attentionwillshifttoextending5Gcoverageinruralareasinparticular,andinvestingtosupportusecasesenabledby5GSAand5G-Advanced.

Figure9

Europe:mobileoperatorcapex

Billion

20%

18%

€30

16%

15%

€25

14%

12%

10%

€15

8%

€10

6%

4%

2%

€0

0%

20232024202520262027202820292030

CapexCapexasapercentageofrevenue

Source:GSMAIntelligence

€20

€35

14%

19%

€5

Themobileindustryinnumbers

18/44

Mobileadded

€910billionof

economicvaluetotheEuropean

economyin2022

In2022,mobiletechnologiesandservicesgenerated4.3%ofGDPacrossEurope–acontributionthat

amountedto€910billionofeconomicvalueadded.Thegreatestcontributioncamefromproductivityeffects(€670billion),followedbymobileoperators(€110billion).

Figure10

Europe:totaleconomiccontributionofmobile,2022

Billion,percentageofGDP

€670

Mobile

ecosystem

4.3%

€110

0.5%

€50

0.2%

Note:Totalsmaynotaddupduetorounding

Source:GSMAIntelligence

Restofmobileecosystem

Mobileoperators

Productivity

€910

Indirect

€90

Total

0.4%

3.2%

Themobileindustryinnumbers

19/44

By2030,mobile's

economic

contributionin

Europewillreach

€1trillion

Mobile'scontributionwillreachapproximately

€1trillioninEuropeby2030,drivenmostlyby

thecontinuedexpansionofthemobileecosystemandverticalsincreasinglybenefittingfromthe

improvementsinproductivityandefficiency

broughtaboutbythetake-upofmobileservices.

Figure11

Europe:economicimpactofmobile

Billion

€1,030

€910

2030

Source:GSMAIntelligence

2022

Themobile

ecosysteminEuropesupportedmore

than2millionjobsin2022

Mobileoperatorsandthewidermobileecosystemprovideddirectemploymenttoaround1.3million

peopleinEuropein2022.Inaddition,theeconomicactivityintheecosystemgeneratedalmost1millionjobsinothersectors.

Figure12

Europe:employmentimpactofthemobileecosystem,2022

Jobs(million)

0.9

2.2

1.3

Indirect

Note:Totalsmaynotaddupduetorounding

Source:GSMAIntelligence

Direct

Total

Themobileindustryinnumbers

20/44

In2022,thefiscalcontributionofthemobileecosysteminEuropereached€110billion

In2022,themobilesectormadeasubstantial

contributiontothefundingofthepublicsector,

witharound€110billionraisedthroughtaxeson

thesector.Alargecontributionwasdrivenby

employmenttaxesandsocialsecurity(€50billion),followedbyservicesVAT,salestaxesandexcise

duties(€40billion).

Figure13

Europe:fiscalcontributionofthemobileindustry,2022

Billion

€50

€10

€110

€20

€40

ServicesVAT,sales

taxesandexcise

duties

Note:Totalsmaynotaddupduetorounding

Source:GSMAIntelligence

HandsetVAT,sales

taxes,exciseand

customsduties

Employmenttaxesandsocialsecurity

Corporatetaxesonprofits

Total

Themobileindustryinnumbers

21/44

5Gwilladdmore

than€150billiontotheEuropean

economyin2030

5GisexpectedtobenefittheEuropeaneconomyby€153billionin2030,accountingforapproximately15%oftheoveralleconomicimpactofmobile.Muchofthebenefitswillmaterialiseoverthenextfive

years.Towardstheendofthedecade,growthin5Geconomicbenefitswillstabiliseasthetechnologyreacheswidespreadadoption.

Figure14

Europe:annual5Gcontribution,byindustry

Billion

€160

€140

€120

€100

€80

€60

€40

€20

€0

202220232024202520262027202820292030

ManufacturingICT

RetailOther

Services(publicadministration,finance,healthcare,education)

Utilitiesmanagement,construction,oilandgas,agriculture

Source:GSMAIntelligence

Themobileindustryin

numbers

22/44

Thebenefitsof5GinEuropein2030willfocusontheservicesandmanufacturingindustries

5GisexpectedtobenefitmostsectorsacrosstheEuropeaneconomy,dependingontheirabilityto

incorporate5Gusecasesintotheirbusiness.Overtheperiodto2030,53%ofthebenefitsisexpectedtooriginatefromtheservicessector,while29%isexpectedtocomefromthemanufacturingsector,drivenbyapplicationsincludingsmartfactories,

smartcitiesandsmartgrids.

Figure15

Europe:5Gcontribution,byindustry,2030

Percentageoftotalbenefit

Utilitiesmanagement,construction,oilandgas,agriculture

ICT

Manufacturing

8%

10%

€153billion

29%

Services(public

administration,

finance,healthcare,education)

Source:GSMAIntelligence

53%

Themobileindustryin

numbers

23/44

02

Mobileindustry

trends

24/44

Mobileindustrytrends

2.1

Unlockingtherevenuepotentialof5G

AcrossEuropeandelsewhere,focusisshiftingto

5Gmonetisationasoperatorsseekreturnsontheir

significantcapitaloutlays.Bundlingnon-connectivityofferingswithmobilesubscriptionsisoneroute.

GSMAIntelligenceresearchshows5Gusersare

moreinterestedthan4Gusersinaddingcontent,

servicesanddevicestotheirmobilecontracts.6Videoandmusics