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TheMobile
Economy
Europe2023
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
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
Executivesummary2
1.Themobileindustryinnumbers9
2.Mobileindustrytrends24
2.1Unlockingtherevenuepotentialof5G25
2.2Transformingnetworks27
2.3Reignitingsatelliteconnectivity28
2.4ExploringtheroleofgenerativeAI30
2.5Shiftingtocircularity32
2.6Growingfintechopportunities34
3.Mobileindustryimpact36
3.1Operatorprogresswithsustainability37
3.2Mobile'simpactontheSDGs38
4.Mobileindustryenablers40
4.1GraspingcontrolofEurope’sdigitalfuture41
Executive
summary
DigitaltechnologiesareplayingacrucialroleinThecontributionfrommobiletechnologiesand
EuropeaseconomiesadvancetheireffortstoservicestosocialandeconomicprogressinEurope
embracegreenanddigitaltransformation.5Gcontinuestogrow.5Gconnectivityandservicesare
connectivityisservingasacatalystforGDPgrowthsettogenerateeconomicbenefitsof€153billionin
andapowerfultooltohelpcombatclimatechange.In2030.Itisthereforeimperativethatstakeholderstake
thecomingyears,themobileecosystemwillfocusonstepstoensurecontinuedinvestmentandthelong-
improving5Gcoverageinruralareasandincreasingtermsustainabilityofthemobileindustry.Thismeans
investmenttosupportthegrowingadoptionofaresetofthepolicyframeworkgoverningthedigital
usecasesenabledby5Gstandalone(SA)andcommunicationsecosystem,andeffectivespectrum
5G-Advancedtechnologies.policytosupporttheDigitalDecadegoals.
5Gconnectivityandservices
aresettogenerateeconomic
benefitsof€153billionin2030
Executivesummary2/44
Keytrendsshapingthe
mobileecosystem
Unlocking5G’srevenuepotentialReignitingsatelliteconnectivity
InEurope,attentionisshiftingto5Gmonetisation,Satellitebroadbandisbeingreinventedthrough
asoperatorsseekreturnsontheirsignificantthelowEarthorbit(LEO)constellationmodel.This
capitaloutlays.Speed-basedtariffsandbundlesunderpinsagrowinglistofpartnershipsbetween
thatpackagecontentandserviceswithmobilemobileoperatorsandsatellitecompanies.Inmany
subscriptionsofferwaystogrowaveragerevenuecases,operatorsarepartneringwithsatellite
peruser(ARPU)inafiercelycompetitivemarket.companiesforwholesalesatellitebackhaulaccess.
OperatorscanalsolooktoearlyexamplesofsuccessDirect-to-device(D2D)agreementsarealsogrowing
with5Gfixedwirelessaccess(FWA)inAustriaandinnumber,providingsatelliteconnectivitydirectly
Italy.tosmartphonesandIoTdeviceswithouttheneed
foradishorotherreceivingequipment.Muchof
Thetransitionto5GSAshouldaddfurtherimpetus
thisstemsfromtheintegrationofnon-terrestrial
to5Gmonetisationeffortsbyintroducingnew
networks(NTNs)intothe3GPP's5Gnewradio(NR)
capabilities,includingimprovedsupportfornetwork
standard,meaningsatelliteconnectivitycanbe
slicing.While5GSAdeploymentsinEuropehave
accessedseamlesslyondevicesupdatedto
beentrailingotherregions,recentlaunchesby
Release17orlater.
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).
Executivesummary3/44
ExploringtheroleofgenerativeAIShiftingtocircularity
IthasbeenlessthanayearsinceChatGPTCircularityisapriorityforpolicymakersandindustry
launched,introducingmuchoftheworldtoplayers.Thisinvolvesconsideringtherightuseof
generativeAI.Sincethen,competitorshaveemergedmaterials,developinglong-lastingdevicesandusing
andbusinesseshavebeguntoexplorehowtouserecyclablematerials.However,behaviouralchange
thetechnology.Formobileoperators,therangeofamongconsumersisneededtoextendtheaverage
generativeAIapplicationsisbroad,coveringareasthree-yeardeviceusageperiod.Governmentsand
includingcodedevelopmentsupport,networkecosystemplayersareworkingtogethertoraise
management,customercareandcustomisedawarenessandincentiviseconsumers.InEurope,
propositiondevelopment.operatorsareattheforefrontwithplanstopromote
therecyclingofmobilephones,otherdevicesand
Despitethepotentialtoreapsignificantbenefits
networkequipment.
fromtheapplicationofadvancedAI,ethical
concernsaroundthetechnologystillneedtobe
addressed.MobileoperatorsmustalsoupskillstaffGrowingfintechopportunities
andrecruitexternalexpertisetotakefulladvantage
4G/5GusersinEuropeareincreasinglyrelyingon
oftheAIopportunity.
theirsmartphonesforfinancialservices.Theshifthas
drivenenhancementsinthefintechsector,including
newsolutionsforcustomersandthemodernisation
oftraditionalbankingsystems.Operatorsinthe
regionaremakingpartnershipmovestocapitalise
ontheshiftoffinancialservicestodigitalchannels.
Keymobileindustry
milestonesto2030
Over85%mobile87%mobileinternet3Gconnectionsfall574million
internetpenetrationpenetrationbelow15million5Gconnections
2GadoptionfallsOver500million4Gadoptionfalls
69%4Gadoption
below1%uniquesubscribersto20%
Over158million92%subscriber5Gadoption89%smartphone
5Gconnectionspenetrationexceeds60%adoption
20232024202520262027202820292030
Over90%
4Gadoptionfalls
33%5Gadoption70%5Gadoptionsmartphone
below50%
adoption
83%smartphone5Gadoption88%smartphone87%5G
adoptionexceeds50%adoptionadoption
3Gadoptionfalls85%smartphone3Gadoptionfalls4Gadoption
below5%adoptionbelow2%fallsto12%
Executivesummary4/44
Policiesforgrowthandinnovation
ForEurope,achievinggloballeadershipintheEffectivespectrumpolicycanhelpspurstrongand
digitaleconomyandenvironmentalsustainabilitysustainableeconomicgrowthandensure5Gfor
requiresambitiousinfrastructuretargets,includingallEuropeancitizensandbusinessesbytheend
full5Gcoverage.However,significantdisparitiesofthedecade.ThereviewofEUspectrumpolicy
persistin5Gdeployment,particularlyinruralpresentsanopportunityforreform,allowingfor
areas,withanestimatedinvestmentgapofatleastfurtherharmonisationintermsofspectrumlicensing
€174billiontomeettheDigitalDecadeconnectivityapproachandalignmentofspectrumpolicywith
targets.TosecureEurope'sdigitalfuture,thetheDigitalDecadeobjectives.Tomakespectrum
regionshouldfocusonthefollowingkeypolicypolicyaleverforinvestmentandgrowth,regulators
areas:adigitalinfrastructureframeworkandtheshouldconsidermeasuressuchasensuringlong-
simplificationofregulation;buildingscalethroughtermlicencetermsandalignmentwithinvestor
in-marketconsolidation;andpro-investmenttimeframes,preventinginefficientspectrumawards,
spectrumpolicy.andincreasingtransparencyinannualfees.
Executivesummary5/44
TheMobileEconomy
SmartphonesLicensedcellular
PercentageofconnectionsIoTconnections
Europe(excludinglicensedcellularIoT)
Uniquemobile2022
subscribers81%
2022Total
connections
2022496m90%92%206m
202220302030
CAGR91%2030
2030Penetrationrate
507mPercentageofpopulation2022-20300.3%501m
MobileinternetOperatorrevenues
usersandinvestment
Operatorcapex
20222022Total
464m85%87%€156bnrevenues
20222030€198bn
2030PenetrationrateCAGR203020232030
479mPercentageofpopulation2022-20300.4%€162bn
Mobile'scontribution
SIMconnectionsPercentageofconnectionsPublicfunding
(excludinglicensedcellularIoT)4G(excludinglicensedcellularIoT)toGDP
2022
2022714m202275%2022€910bn4.3%ofGDP€110bn
Mobileecosystemcontributionto
publicfunding(beforeregulatory
2030734m203012%2030€1trillionandspectrumfees)
Penetrationrate
Percentageofpopulation130%134%
20222030Percentageofconnections
5G(excludinglicensedcellularIoT)Employment
2022
CAGR0.9million
2022-203011%
1.3millionjobsjobs
0.3%2030Directlysupportedbythemobileecosystemin2022supported
87%indirectly
SmartphonesLicensedcellular
PercentageofconnectionsIoTconnections
(excludinglicensedcellularIoT)
Uniquemobile2022
subscribers81%
2022Total
connections
2022496m90%92%206m
202220302030
CAGR91%2030
2030Penetrationrate
507mPercentageofpopulation2022-20300.3%501m
MobileinternetOperatorrevenues
usersandinvestment
Operatorcapex
20222022Total
464m85%87%€156bnrevenues
20222030€198bn
2030PenetrationrateCAGR203020232030
479mPercentageofpopulation2022-20300.4%€162bn
Mobile'scontribution
SIMconnectionsPercentageofconnectionsPublicfunding
(excludinglicensedcellularIoT)4G(excludinglicensedcellularIoT)toGDP
2022
2022714m202275%2022€910bn4.3%ofGDP€110bn
Mobileecosystemcontributionto
publicfunding(beforeregulatory
2030734m203012%2030€1trillionandspectrumfees)
Penetrationrate
Percentageofpopulation130%134%
20222030Percentageofconnections
5G(excludinglicensedcellularIoT)Employment
2022
CAGR0.9million
2022-203011%
1.3millionjobsjobs
0.3%2030Directlysupportedbythemobileecosystemin2022supported
87%indirectly
Subscriberandtechnologytrendsforkeymarkets
FranceTechnologymix*Subscriberpenetration
8%2%10%
14%202293%
203096%
20222030Smartphoneadoption
202285%
90%
76%
203094%
22G3G+14+76+8+Q104G5G+90+Q
GermanyTechnologymix*Subscriberpenetration
2%6%
17%202291%
203094%
20222030Smartphoneadoption
202282%
81%94%
203093%
22G3G+81+17+Q64G5G+94+Q
ItalyTechnologymix*Subscriberpenetration
8%8%14%202294%
7%
203096%
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