Copyright © 2019 GSM AssociationChina 2019The Mobile Economy每日免费阅读行业报告1、每日星球内分享10+精品报告；2、不定时分享国际投行报告，脱水研报等；3、行业报告均为公开内容，版权归原作者所有，星球仅分享内部学习。扫描右侧二维码即刻加入【行业报告（免费） 】星球（此页只为更多需要行业报告的朋友提供便利，希望不会影响您的阅读，谢谢理解！）The GSMA represents the interests of mobile operatorsworldwide, uniting more than 750 operators with over350 companies in the broader mobile ecosystem,including handset and device makers, software companies,equipment providers and internet companies, as well asorganisations in adjacent industry sectors. The GSMA alsoproduces the industry-leading MWC events held annually inBarcelona, Los Angeles and Shanghai, as well as the Mobile360 Series of regional conferences. For more information, please visit the GSMA corporate website at www.gsma.comFollow the GSMA on Twitter: @GSMAGSMA 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.cominfo@gsmaintelligence.comContentsCHINA IN CONTEXT2EXECUTIVE SUMMARY: CHINA POWERS INTO 5G ERA41INDUSTRY OVERVIEW81.1Many of the world’s new subscribers will come from China91.2China grows smartphone adoption domestically and globally101.34G leads, with 5G on the horizon101.4Financial outlook modest as 5G investment programmes get underway142MOBILE’S POSITIVE SOCIOECONOMIC IMPACTS162.1Mobile contributing to economic growth and jobs172.2Consumer engagement with mobile services212.3Mobile addressing social challenges243MOBILE ENABLING AND DRIVING INNOVATION ACROSS CHINA263.1Smart cities and the industrial Internet of Things273.2Tech investment and the start-up ecosystem283.3China’s expanding e-commerce market283.4Strategies for artificial intelligence293.5Blockchain initiatives in China’s TMT sector304SHAPING POLICY TO DELIVER ON THE PROMISE OF 5G314.15G spectrum policy324.2Regulatory modernisation334.3Cross-industry policy for verticals364.4Artificial intelligence and ethics37201882% 69% China is a huge mobile market, nearly four times the size of North America, with 1.2 billion unique subscribers at the end of 2018. Over 97% of these come from mainland China, with the remainder spread across three other markets – Hong Kong, Macao and Taiwan.Hong Kong, Macao and Taiwan are all advanced telecoms markets; they were relatively early adopters of mobile services and technology, which has resulted in high unique subscriber penetration and smartphone uptake. This maturity means that the scope for future subscriber growth appears limited. With 4G entrenched as the dominant mobile technology across the board, the prospects for meaningful revenue uplifts over the coming years will rely heavily on operators’ ability to use 5G to expose new income streams. Looking ahead, all three markets will be towards the forefront of 5G commercialisation, launching services in 2020. In 2025, 5G adoption is expected to be well above the global average as consumers and businesses seek to utilise the myriad benefits next-generation networks can deliver.*Percentage of total connectionsChina in contextHong Kong, SAR ChinaMainland China4G2G3GTECHNOLOGY MIX*20182018SMARTPHONE ADOPTIONSUBSCRIBER PENETRATION77%15%8%201889% 75% 4G2G3GTECHNOLOGY MIX*20182018SMARTPHONE ADOPTIONSUBSCRIBER PENETRATION66%12%21%China in context2The Mobile Economy China 2019While the mobile industry dynamics of these markets are interesting in and of themselves, this report focusses on mainland China, with comparisons to larger markets such as Japan, South Korea and the US, as well as leading European nations. Therefore, where subsequent analysis, data points or charts relate to China, we are referring to mainland China only. Macao, SAR ChinaTaiwan, Province of China201888% 82% 4G2G3GTECHNOLOGY MIX*20182018SMARTPHONE ADOPTIONSUBSCRIBER PENETRATION85% 1%14%201890% 76% 4G3GTECHNOLOGY MIX*20182018SMARTPHONE ADOPTIONSUBSCRIBER PENETRATION98% 2%China in context3The Mobile Economy China 2019Executive Summary China powers into 5G eraExecutive Summary4The Mobile Economy China 2019Mobile underpins rapid transition to a digital societyGovernment and policymakers enable a platform for digital progression and pioneersChina is the world’s second largest economy, accounting for close to a fifth of global gross domestic product (GDP). Through a combination of g...
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