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1、The Mobile EconomyNorth America 2022 Copyright 2022 GSM Association每日免费获取报告1、每日微信群内分享7+最新重磅报告；2、每日分享当日华尔街日报、金融时报；3、每周分享经济学人4、行研报告均为公开版，权利归原作者所有，起点财经仅分发做内部学习。扫一扫二维码关注公号回复：研究报告加入“起点财经”微信群。 The Mobile Economy North America 2022The GSMA is a global organisation unifying the mobile ecosystem to discover,
2、 develop and deliver innovation foundational to positive business environments and societal change. Our vision is to unlock the full power of connectivity so that people, industry and society thrive. Representing mobile operators and organisations across the mobile ecosystem and adjacent industries,
3、 the GSMA delivers for its members across three broad pillars: Connectivity for Good, Industry Services and Solutions, and Outreach. This activity includes advancing policy, tackling todays biggest societal challenges, underpinning the technology and interoperability that make mobile work, and provi
4、ding the worlds largest platform to convene the mobile ecosystem at the MWC and M360 series of events.We invite you to find out more at Follow the GSMA on Twitter: GSMAGSMA Intelligence is the definitive source of global mobile operator data, analysis and forecasts, and publisher of authoritative in
5、dustry reports and research. Our data covers every operator group, network and MVNO in every country worldwide from Afghanistan to Zimbabwe. It is the most accurate and complete set of industry metrics available, comprising tens of millions of individual data points, updated daily.GSMA Intelligence
6、is relied on by leading operators, vendors, regulators, financial institutions and third-party industry players, to support strategic decision-making and long-term investment planning. The data is used as an industry reference point and is frequently cited by the media and by the industry itself.Our
7、 team of analysts and experts produce regular thought-leading research reports across a range of industry topics.infoThe Mobile Economy North America 2022ContentsExecutive summary21The mobile market in numbers91.1Mobile market nears saturation101.25G adoption continues to accelerate111.3Smartphone a
8、doption and data traffic on the rise121.4Macroeconomic pressures weigh on revenue growth142Key industry trends shaping the mobile industry152.15G: becoming mainstream162.2The telco of the future: sustainability moves to the top of the agenda212.3The metaverse ecosystem grows in North America233Mobil
9、e contributing to economic growth and social progress263.1Mobiles contribution to economic growth273.2Supporting the SDGs and bridging the digital divide304Policies to sustain the impact of mobile on the32digital economy4.1Fighting illegal robocalling and spam calls334.2Spectrum availability as a ke
10、y driver of affordable 5G for all34The Mobile Economy North America 2022Executive summaryExecutivesummaryConnectivity set to power post-pandemic economic recoveryMobile networks are vital to economic recovery and the realisation of green and digital transformation across North America.2Mobile techno
11、logy has been at the core of digital transformation across society. During the pandemic, mobile acted as a critical lifeline for consumers and it is set to play a crucial role in defining the new normal. Throughout the pandemic and the ongoing conflict in Ukraine and supply-chain disruptions, the mo
12、bile industry has continued to bring connectivity to people. It also continues to invest in network coverage and capacity expansion to help people interact with the communities and environment around them.Mobile networks are vital to economic recovery and the realisation of green and digital transfo
13、rmation across North America. In 2021, the US Congress passed an infrastructure bill, which allocates about $65 billion in federal funding toward expanding broadband access and 5G connectivity nationwide. In Canada, the government has recently established the Universal Broadband Fund, a CAD2.75 bill
14、ion ($2.1 billion) investmentto support high-speed internet projects across the country, including mobile internet projects in underserved areas. These developments highlight the opportunity for operators to partner with governments to improve connectivity across society and drive post-pandemic econ
15、omic recovery.Executive summaryThe Mobile Economy North America 20225G momentum continues to buildThe US and Canada are among the global leaders in terms of 5G adoption, reflecting the ambitious 5G deployment plans of operators and a rapidly expanding device and content ecosystem. 5G will account fo
16、r almost all mobile capex in the period to 2025 as operators step up deployments of mid-band spectrum, taking overall population coverage to 92% in Canada and 100% in the US by 2025. At that time, 5G will account for almost two thirds of total mobile connections across North America, which is equiva
17、lent to nearly 280 million connections.The rise of 5G means that 4G is declining rapidly and will fall behind 5G in terms of adoption for the first time in 2023. However, this trend is not uniform; 4G adoption will continue to rise across the Caribbean for the foreseeable future. In many of these ma
18、rkets, 5G is a medium-to-long-term prospect, as operators look to maximise existing 4G capacity. By 2025, 4G will account for a third of mobile connections across North America, down from around three quarters at the start of 2022.3 The Mobile Economy North America 2022Executive summaryMobile adopti
19、on slows, but smartphone adoption still has headroom to growIn 2021, 329 million people in North America (84% of the population) subscribed to mobile services. The total addressable market for the regions operators is approaching saturation point, with the US accounting for the majority of new uniqu
20、e subscribers. Three quarters of the 12 million new subscribers expected in the regionin the period to 2025 will come from the US. The majority of new unique subscribers will be young consumers and visitors, such as tourists, given the high penetration rates among the adult population in most market
21、s in the region.Smartphone adoption, however, still has some headroom to grow; by the end of 2021, smartphones accounted for 83% of mobile connections in North America. The transition from legacy networks (2G and 3G) will sustain smartphone uptake in the coming years, with 30 million new smartphone
22、connections expected by 2025. Rising smartphone adoption will be key to mobile data traffic growth in North America, which is forecast to more than triple over the period to 2027.Mobile continues to contribute to the economy and social wellbeingIn 2021, mobile technologies and services generated 4.2
23、% of GDP in North America, a contribution that amounted to more than $1 trillion of economic value added. The mobile ecosystem also supported more than 2.2 million jobs (directly and indirectly) and made a substantial contribution to the funding of the public sector, with $110 billion raised through
24、 taxation. Over the period to 2030, 5G technologies will drive further contributions to the regions economy, impacting key industries such as manufacturing and public administration.Beyond economic impacts, operators are making significant contributions to the welfare of society more broadly, includ
25、ing efforts to keep vulnerable people connected. For example, US operators have contributed to relief efforts to help keep vulnerable people connected during the humanitarian crisis in Ukraine. Also, the mobile industry in North America continues to make progress on its contribution to the realisati
26、on of the UN Sustainable Development Goals (SDGs), with significant improvement recorded during 2021 across SDG 3: Good Health and Well-Being, SDG 8: Decent Work and Economic Growth and SDG 13: Climate Action.4Executive summaryThe Mobile Economy North America 2022Policies to sustain the impact of mo
27、bile on the digital economyAs North America emerges from the uncertain environment of the pandemic, mobile will continue to play a role in connecting to a brighter future. As such, stakeholders need to take the right steps on pertinent issues to sustain the impact of mobile services on the digital e
28、conomy. Two areas that have received attention recently are illegal robocalls and spectrum.Stopping illegal robocalls is a top policy priority for the US and Canada as consumers continue to receive scam robocalls. InMay 2022, the Federal Communications Commission (FCC) approved two new orders addres
29、sing robocalls that originate outside their borders. Following a new registration deadline, US providers (intermediateand terminating) will be prohibited from accepting traffic from foreign voice service providers (VSPs) using US numbering resources if they are not registered in the FCCs Robocall Mi
30、tigation Database (RMD).Meanwhile, 5G connectivity is already proving to be a powerful driver of GDP growth, with 5Gs contribution to GDP in North America expected to reach $122 billion in 2030. The success of 5G rollouts depends heavily on operators 5G spectrum holdings across low, mid- and high ba
31、nds to deliver both speed and geographical coverage. Additional spectrum can boost the provision of cost-efficient investment and enhance network quality in North America, which can become a central pillar of the regions economic development strategies.5The Mobile EconomyNorth AmericaUnique mobile s
32、ubscribers20212025329m341m84%85%20212025Penetration rateCAGR0.8%Percentage of population2021-2025Mobile internet users2021303m77%80%1.6%322mPercentage of population202120252025Penetration rateCAGR2021-2025SIM connections4GPercentage of connections(excluding licensed cellular IoT)2021(excluding licen
33、sed cellular IoT)79%33%413m202120252025431mPenetration rate105%107%5GPercentage of connectionsPercentage of population20212025(excluding licensed cellular IoT)1.0%2021202514%64%CAGR2021-2025Percentage of connectionsLicensed cellular IoT connectionsSmartphones(excluding licensed cellular IoT)202183%1
34、85m2025 86%20212025400mOperator revenues and investment$294bnOperator capex2021$204bn$333bn202220252025Total revenues99% on 5GMobile industry contribution to GDPPublic funding2021$1.0tn4.2%2021 $110bn$1.1tnof GDPMobile ecosystem contribution to2025public funding (before regulatoryand spectrum fees)E
35、mployment870,000 jobsDirectly supported by the mobileecosystem in 2021 Plus an additional1.4 millionjobssupportedindirectly The Mobile Economy North America 2022Executive summarySubscriber and technology trendsUSTECHNOLOGY MIX*1% 2%15%32%2021202582%68%2G3G4G5GCanadaTECHNOLOGY MIX*1% 2%7% 1% 13%36%20
36、21202580%62%2G3G4G5GThe CaribbeanTECHNOLOGY MIX*1%3% 6%19%27%39%2021202552%54%2G3G4G5GDefining North AmericaSUBSCRIBER PENETRATION2021 202585% 86%SMARTPHONE ADOPTION2021 202583% 85%SUBSCRIBER PENETRATION2021 202579% 81%SMARTPHONE ADOPTION2021 202589% 92%SUBSCRIBER PENETRATION2021 202567% 70%SMARTPHO
37、NE ADOPTION2021 202577% 86%We define North America in this report as the US, Canada and the Caribbean (for Mexico, please see The Mobile Economy Latin America report).The Caribbean includes the following countries or territories: Anguilla; Antigua and Barbuda; Aruba; Bahamas; Barbados; Bermuda; Caym
38、an Islands; Curacao; Dominica; Grenada; Guadeloupe; Haiti; Jamaica; Martinique; Montserrat; Puerto Rico; Saint Kitts and Nevis; Saint Lucia; Saint Pierre and Miquelon; Saint Vincent and the Grenadines; Trinidad and Tobago; Turks and Caicos Islands; British Virgin Islands; and the US Virgin Islands.*
39、 Percentage of total mobile connections (excluding licensed cellular IoT) Note: Totals may not add up due to rounding8The mobile market in numbersThe Mobile Economy North America 202201The mobilemarket innumbers9 The Mobile Economy North America 2022The mobile market in numbers1.1 Mobile market near
40、s saturationFigure 1Key milestones for the mobile industry in North America to 2025140 million 5G connections5G adoption reaches 60%3G adoption falls below 5%Smartphone adoption risesto 85%Over 350 millionMobile internet penetrationsmartphone connectionsrate of 80%20222023202420255G adoption passes
41、50%Unique mobile penetrationreaches 85%4G adoption dropsNearly 280 millionbelow 50%5G connectionsOver 310 million mobileOver 430 total mobileinternet usersconnectionsSource: GSMA IntelligenceFigure 2Mobile subscribers to grow by nearly 12 million in North America by 2025; the US will account for three quarters of new subscribersNew mobile subscribers (million)329921341