Global Mobile Forecasts, Q4 2023 Review: capturing the changes, discussing the drivers

The role of the mobile industry as an engine of economic development is particularly important as Latin America experiences moderate growth and persistent productivity challenges. With traditional growth drivers under pressure, digital technologies are becoming essential tools to boost competitiveness and support economic diversification. In 2025, mobile technologies and services in Latin America generated $600 billion in economic value, supported nearly 3 million jobs and contributed $50 billion in public revenues.

Many European markets are lagging behind in terms of network quality and the deployment of advanced mobile networks. To quantify the investment required for Europe to meet its 5G goals and regain its global leadership in mobile connectivity, GSMA Intelligence conducted a detailed economic modelling exercise.

This edition of the Industry Checkpoint series focuses on digital industries, highlighting how the market has changed in the last six months and its implications. The report considers four major developments: major European operators intensifying their activity in sovereign digital services; product launches from chip vendors for AI data centres; how the mobile ecosystem is tapping into the growing physical AI market; and network API launches in the broader fintech space.