华为徐直军：骑手和主播是高价值用户、让5G联接每台车

Core Viewpoint - The telecommunications industry is facing growth challenges despite being in a stable development phase, and exploring new growth paths is a key topic at the MWC Shanghai 2023 [1] Group 1: Growth Trends - The first growth trend is to understand changes in user demand, with emerging professions like delivery riders and streamers driving potential growth. The global number of riders is expected to increase from approximately 30 million in 2020 to 70 million by 2024, and reach 160 million by 2030, accounting for 5% of the global workforce [1][2] - The second growth direction involves enhancing the supply and consumption of high-definition video traffic through system engineering. Currently, only 22% of mobile video traffic is 1080P or higher, indicating a significant gap in consumption [4] - The third growth opportunity lies in the connected vehicle market, with 5G connectivity expected to reach 30% by 2025 and gradually increase to 95% from 2026 to 2030. The industry needs to address the different connectivity needs of vehicles and their cabins [4] - The fourth growth trend focuses on connecting individual businesses through FTTR technology, which addresses the new demands for digitalization and intelligence among the 500 million individual businesses globally [5] Group 2: Industry Insights - China maintains a leading position in mobile communications, with the GSMA report indicating that operators are deeply integrating AI technologies and leveraging 5G networks to create customized enterprise-level intelligent solutions [5] - By 2030, the number of mobile internet users in China is projected to grow from 1.17 billion in 2024 to 1.22 billion, with a penetration rate increasing from 80% to 84%. The contribution of mobile technology and digital transformation to the Chinese economy is estimated to be $2 trillion, accounting for 8.3% of GDP [5]