GSMA Intelligence, the research arm of the GSMA, a UK-based organization that represents the interests of mobile operators worldwide, further asserts: "By the end of 2025, 5G will account for almost two thirds of total mobile connections, which is equivalent to nearly 270 million connections. 5G will also account for 98% of mobile capex over the next five years as operators step up deployments of mid-band spectrum."
Operators in the region are looking to bring new suppliers and technologies into the network. "The GSMA Intelligence Operators in Focus survey indicates that expanding 5G coverage and open RAN deployments are the top RAN priorities in North America, while virtualization investments, security and edge computing are crucial for the core network," the report explains.
With respect to policies enabling digital advancement, the report suggests the "speed, reach and quality of 5G services depends on governments and regulators supporting timely access to the right amount and type of affordable spectrum, under the right conditions. Policy also has a role to play in the shift towards open and virtualized networks, by creating an enabling environment that will support the deployment of new RAN infrastructure."
Other key findings include:
- Mobile operators in North America will invest $300 billion in their networks between 2020 and 2025, of which 98% will be dedicated to 5G.
- 5G coverage and open RAN top RAN priorities, while virtualization investments and security are critical for the core network.
- Despite growing confidence in open and virtualized RAN, there is recognition that accelerated measures are needed to ensure equipment interoperability, security, reliability, and sufficient systems integration capabilities and skills.
- As indicated in the chart below, the urgency to deploy IoT projects is stronger in the U.S. than in other countries, with around two in five companies planning to deploy IoT within a year, and one in five targeting deployments within two years. "The pandemic has increased the urgency of enterprise digitization among many firms as they look to boost productivity and efficiency, which will escalate adoption of IoT, AI and 5G, among other technologies."
- The UN's Race to Zero campaign declared that the mobile industry made a critical 'breakthrough' in early 2021, as more than a third of operators by revenue had committed to achieving net zero emissions by 2050 or earlier.
Regarding the mobile sector's efforts to help achieve the UN's climate-related sustainable development goals (SDGs), GSMA Intelligence says "North American operators are making strong progress on SDG 13: Climate Action, with mobile at the forefront of efforts to tackle climate change." Furthermore, "at the end of 2020, 80% of operators by revenue disclosed their climate impacts, while almost two thirds of operators by revenue had set science-based targets to cut their carbon emissions rapidly over the next decade. In North America, several operators have set a science-based target of 1.5°C, which is in line with an ICT sectoral target-setting approach recently developed through a collaboration between the Global Enabling Sustainability Initiative (GeSI), the GSMA, the International Telecommunication Union (ITU) and the Science Based Targets Initiative (SBTi). These targets support the Paris Agreement’s central aim of strengthening the global response to the threat of climate change."
Lastly, "Switching to renewable energy will play an essential role in the mobile industry reaching net-zero carbon emissions. Most emissions within the direct control of operators are from electricity and diesel consumption by power networks."
In addition to switching to renewable energy, how can North America's mobile sector help achieve climate-related SDGs including including SDG 7: Affordable and Clean Energy, SDG 11: Sustainable Cities and Communities and SDG 15: Life On Land?
Aaron Rose is a board member, corporate advisor, and co-founder of great companies. He also serves as the editor of GT Perspectives, an online forum focused on turning perspective into opportunity.