Omdia：预计到2030年全球通信服务提供商的总收入将达到5.6万亿美元

Core Insights - The global communication service providers' total revenue is projected to reach $5.6 trillion by 2030, with a compound annual growth rate (CAGR) of 6.2% starting from 2025, driven by technological innovation, infrastructure expansion, and strategic investments in 6G and AI [1][3] - Traditional telecom business revenue is expected to grow at a moderate CAGR of 2.7%, while the tech sector, led by major platforms like Amazon, Google, Apple, Meta, and Microsoft, is anticipated to expand at a robust CAGR of 9.4%, accounting for 55.9% of total revenue by 2030 [1][3] Capital Expenditure Trends - Global telecom capital expenditure (capex) is forecasted to reach $395 billion by 2030, with a CAGR of 3.6%, while tech sector capex is expected to surge to $545 billion, with a high CAGR of 9.3% [3] - Investment focus is predicted to shift back to mobile network construction starting in 2028 in preparation for 6G deployment, as fixed broadband markets become saturated [3] - AI infrastructure, cloud services, and digital sovereignty policies are driving telecom operators to expand data center construction and invest in dedicated hardware [3] Market Trends - Per capita capital expenditure for communication service providers is projected to increase from $74 in 2024 to $116 by 2030, with total capex accounting for 2.5% of global GDP investment [4] - Telecom capital expenditure intensity is expected to gradually decline until 2027, followed by a resurgence due to mobile network upgrades [4] - Leading regions in revenue and capital expenditure include North America, Oceania, East Asia, and Western Europe, with Central and South Asia showing the strongest growth potential [4]