普华永道（PwC）：2024-2028年全球电信行业展望报告（英文版）（15页）.pdf

1、Perspectives from the Global Telecom Outlook 2024-2028A new recipe for growthMarch 2025ContentsIntroductionMapping growthReshaping B2C utility with AIB2B as a growth priorityPursuing 5G monetizationCellular IOT is growing modestlyThe capital expenditures shiftConclusion:Building the AI grid357891112

2、143|PwC Perspectives from the Global Telecom Outlook 2024-2028Perspectives from the Global Telecom Outlook 2024-2028A new recipe for growthThe telecom industry can find new pockets of revenues and value creation amid challenging headwindsThe telecoms industry is growingslowly.The Global Telecom Outl

3、ook 2024-2028 shows that the sectors total service revenue across fixed and mobile rose 4.3%in 2023 to US$1.14 trillion.As shown in the chart below,global industry revenues will rise at a compound annual growth rate(CAGR)of only 2.9%through 2028,below the projected of rate of inflation,at which poin

4、t total revenues will edge up to US$1.3 trillion.The telecoms industry continues to face a fundamental challenge:its core products and services are becoming commodities,meaning it has difficulty raising prices,while it faces a continual need to invest in infrastructure.But even in industries with re

5、latively slow growth,there are always niches of expansion and opportunities for companies to improve their bottom lines.By 2028,there will be an additional US$200 billion in incremental revenue growth up for grabs across the sector.Nonetheless,the picture puts even more pressure on players in the te

6、lecommunications ecosystem to find new ways of creating value from existing revenue flows.4|PwC Perspectives from the Global Telecom Outlook 2024-2028We stand at the beginning of a sweeping reconfiguration of legacy industries.A combination of myriad immediate crises and five long-term megatrends is