Core Insights - The GSMA 2025 MWC Shanghai focuses on four key themes: 5G integration, AI+, industry interconnectivity, and empowerment interconnectivity [1] Group 1: Market Dynamics - The telecom market has entered a mature phase, but it is experiencing a critical period of demand transformation and technological iteration [3] - Identifying growth opportunities from changing user demands is essential for the industry [3] Group 2: User Demand Insights - The number of global delivery riders is projected to increase from approximately 30 million in 2020 to 70 million by 2024, and is expected to reach 160 million by 2030, representing 5% of the global workforce [3] - Delivery riders exhibit a Monthly Average Usage (MOU) ten times that of average users, and their Daily Average Usage (DOU) is twice that of ordinary users, making them a high-value user group for telecom operators [3] - The global number of streamers is expected to grow from about 10 million in 2022 to 130 million by 2030, accounting for 4% of the global workforce [3] Group 3: Video Ecosystem Development - High-definition video is valuable for enhancing consumer experience and increasing operator traffic, yet only 22% of mobile video traffic currently consists of 1080P or higher resolution [4] - Collaboration across the entire value chain, including operators, OTT content providers, and device manufacturers, is necessary to unlock the potential of high-definition video traffic [4] Group 4: Smart Connected Vehicles - By 2025, it is projected that 30% of passenger cars sold in China will feature 5G connectivity, increasing to 95% between 2026 and 2030 [6] - The automotive sector's reliance on autonomous perception and decision-making necessitates independent connectivity for both the cabin and the vehicle [6] - Challenges such as 5G IPR issues and varying user experiences need to be addressed collaboratively within the mobile communications industry [6] Group 5: Empowering Small Businesses - The digitalization and smart transformation of 500 million individual businesses create new demands for broadband networks [6] - The FTTR (Fiber to the Room) solution can provide comprehensive coverage and improve network quality for small businesses, facilitating their digital upgrades [6]

Group 1 - The core viewpoint of the article emphasizes that the telecom market, while entering a mature phase, is not stagnant but is experiencing a critical period of demand transformation and technological iteration [1] - The industry needs to return to a focus on "growth" by accurately identifying the differentiated needs of emerging user groups, the diversification of terminal forms, and the dynamic migration of user behaviors to uncover growth opportunities [1] - New user groups, new terminal applications, and new user behaviors are creating entirely new demand characteristics, with examples such as the rapidly expanding delivery and live streaming industries [1] Group 2 - The global delivery rider population is expected to reach 160 million by 2030, representing high-value users for operators with an ARPU 1.6 times that of ordinary users [1] - The professional live streamer group is projected to reach 130 million by 2030, with an ARPU four times that of ordinary users [1] - There is a significant gap between current consumption levels and potential in the high-definition video market, with only 22% of mobile video traffic being 1080P or higher [1] Group 3 - In the development of smart connected vehicles, it is predicted that by 2025, the penetration rate of 5G vehicle networking in China's passenger car sales will reach 30%, gradually increasing to 95% from 2026 to 2030 [2] - Current challenges in 5G vehicle networking include issues related to 5G intellectual property rights, intense price competition, and inconsistent user experiences [2] - The company calls for collaborative efforts within the mobile communications industry, under the GSMA organization, to address 5G IPR issues, with Huawei expressing its willingness to fully support these initiatives [2]