GSMA：2025中国移动经济发展报告（英文版）

微信扫码，打开到小程序

The Mobile Economy China 2025 The GSMA is a global organisation unifying the mobile ecosystem to discover, 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, 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 today’s biggest societal challenges, underpinning the technology and interoperability that make mobile work, and providing the world’s largest platform to convene the mobile ecosystem at the MWC and M360 series of events. We invite you to find out more at gsma.com GSMA Intelligence is the definitive source of global mobile operator data, analysis and forecasts, and publisher of authoritative industry 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 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 team of analysts and experts produce regular thought- leading research reports across a range of industry topics. www.gsmaintelligence.com info@gsmaintelligence.com Copyright © 2025 GSMA Contents Executive summary 2 1 The mobile industry in numbers 7 1.1 Mobile market update 8 1.2 Economic impact of mobile 14 2 Mobile industry trends 18 2.1 5G: industry focus shifts to realising 5G’s full potential 19 2.2 Energy efficiency: a top priority for the mobile industry 22 2.3 AI: new opportunities to serve enterprises 24 2.4 Global digital transformation survey: understanding enterprise needs and supplier opportunities 26 2.5 Global consumer survey: identifying trends and behaviours 29 3 Mobile industry impact 31 4 Mobile industry enablers 34 4.1 Securing the future for 5G’s evolution 35 China is seeing continued progress with 5G. It is positioning itself as a global leader through rapid infrastructure deployment, including the transition to 5G-Advanced, and the integration of 5G-enabled solutions across the economy. China has more than 1 billion 5G mobile subscribers and has a robust digital ecosystem. 5G-enabled technology has been rapidly adopted by enterprises. 5G networks, which now cover more than 95% of the population, continue to form the basis of enhanced connectivity and digital innovation in China. Mobile is a powerful engine behind China’s economy, driving growth across industries, creating jobs and boosting gross domestic product (GDP). Mobile technologies and services now generate around 6.2% of China’s GDP – a contribution that amounts to $1.2 trillion of economic value added. By 2030, this will rise to approximately $2 trillion, equivalent to 8.3% of GDP. Much of this will be driven by the improvements in productivity and efficiency brought about by the continued expansion of mobile services and the growing adoption of digital technologies, including 5G, IoT and AI. Mobile operators across China have signed up to the GSMA Open Gateway initiative and implemented key APIs such as SIM Swap, Number Verify, Device Location and Carrier Billing. Open Gateway use cases around mitigating fraud and other security threats are part of a broader effort by operators in China to ensure a safe digital environment for all. Executive summary 2 / 36 Executive summary Focus shifts to realising the full potential of 5G Operators and other 5G ecosystem players, especially in pioneering markets, have shifted their focus to advanced 5G networks, with a view to delivering enhanced services to consumers and businesses. China is making significant strides here, with the development and deployment of 5G-Advanced. The country’s largest operators have initiated large-scale rollouts, integrating advanced technologies such as AI. Energy efficiency and a low-carbon economy are key priorities Energy efficiency and renewable energy have gained significant attention in recent years in China due to the growing importance of energy security and independence, rising energy prices and the advent of 5G. Energy efficiency improvements are the ‘low- hanging fruit’ for operators looking to speed up their journey to low-carbon networks. These have become a priority for operators in China. This is in line with China’s first energy law, which came into effect in early 2025. It aims to ensure national energy security and serves as a cornerstone for the transition to a green, low-carbon economy. AI presents opportunities to serve enterprises There is a growing shift among operators towards developing solutions for the enterprise segment, to generate new revenue opportunities from AI. Operators in China are leading this trend, integrating AI into their offerings for enterprises and leveraging their 5G standalone (SA) and 5G-Advanced networks to deliver tailored, intelligent solutions across industries. For small and medium-sized enterprises (SMEs), affordable AI packages can lower entry barriers and help drive digital transformation. By blending AI with their cutting-edge networks, operators in China are enhancing connectivity but also positioning themselves as world-class information service and technology innovation companies. GSMA Intelligence enterprise and consumer surveys reveal key insights In 2024, GSMA Intelligence conducted surveys on digital transformation trends among enterprises and behaviour/technology adoption trends among consumers. China has one of the highest scores for digital transformation objectives, confirming the country’s ambition to be at the forefront of innovation and technology developments. 5G is a crucial part of this, with 91% of Chinese enterprises claiming public 5G networks are important to the success of their digital transformation strategies. For consumers, 5G is changing consumer behaviour with content. In China, around two thirds of 5G users surveyed watch paid-for video content on their smartphones on a weekly basis. Key trends shaping the mobile ecosystem 3 / 36 Executive summary Policies for growth and innovation China has been a driving force behind the use of the 6 GHz band. Following identification for IMT at the World Radiocommunication Conference 2023 (WRC-23), 6 GHz is now the harmonised home for the expansion of mobile. It is the largest remaining single block of mid-band spectrum for mobile services, and supports greater capacity for mobile technologies such as 5G-Advanced and (in the future) 6G. Since WRC-23, 6 GHz has continued to gather momentum around the world. In several cases, countries that had already decided to set aside all of 6 GHz for Wi-Fi use are now rethinking their decision and instead choosing a more balanced approach, where the upper part of the band (6.425–7.125 GHz) is used for licensed mobile. It is now imperative that the industry engages closely with regulators and policymakers to implement the new spectrum bands in their national legislations in a timely manner to support spectrum harmonisation and avoid interference issues. For China, the stage is set to continue to galvanise the mobile ecosystem around the 6 GHz band. This is especially true for device support and network equipment, where availability and timing will be key to realising the full potential of technological improvements. The stage is set to continue to galvanise the mobile ecosystem around the 6 GHz band 4 / 36 Executive summary The Mobile Economy China 2025 87% 93% Unique mobile subscrib