Q2 results: the three growth stories of China, the US and Europe

This insight is locked

China’s mobile industry has lost some of its momentum and is having to adjust to a new paradigm. Second quarter results were noteworthy for a marked drop in 4G subscriber growth in China as penetration plateaus. Combined with a weakening macro-economy and competitive and regulatory pressures, this resulted in a further slowdown in mobile service revenue growth.

Yet, on the whole, the country’s growth story remains the envy of most advanced mobile markets. We took the results as an opportunity to look at the growth dynamics of China, the US and Europe, and consider how they could play out.

Report details

Q2 results: the three growth stories of China, the US and Europe
Released
SEPTEMBER 2018

Related research

The SpaceX IPO: a reality check

Topics
Satellite and non-terrestrial networks (NTN)
Mobile networks and connectivity

The SpaceX IPO prospectus frames a total addressable market (TAM) of $28.5 trillion across AI, connectivity and space-enabled infrastructure. The mobile TAM is listed at $740 billion. Starlink is positioning direct-to-device (D2D) as a global connectivity layer spanning consumer mobility, verticals and eventually coverage in urban areas. This raises broader questions for the telecoms industry around spectrum ownership, infrastructure economics, neutral-host models and regulatory oversight. This Insight Spotlight assesses these questions and grounds the TAM for mobile in reality.

This insight is locked

Global Mobile Forecasts, Q1 2026 Review: capturing the changes, discussing the drivers

Standard
Topic
Mobile networks and connectivity

GSMA Intelligence constantly monitors mobile markets across the world to capture the most recent trends and share the latest available data. This analysis looks at the key revisions made to the mobile connection forecasts over the previous quarter and the drivers underpinning the changes.

This insight is locked

Industry Checkpoint: MVNOs, Q2 2026

Premium
Topics
Fixed broadband and fixed wireless access (FWA)
eSIM
Mobile networks and connectivity

As the telecoms industry and wider digital ecosystem evolve at an unprecedented rate, regularly assessing major developments and their implications is more important than ever. This edition of the Industry Checkpoint series focuses on the MVNO segment, highlighting how it has changed in the last six months and the implications.

This insight is locked

Authors

How to access this report

Annual subscription: Subscribe to our research modules for comprehensive access to more than 200 reports per year.

Enquire about subscription

Contact our research team

Get in touch with us to find out more about our research topics and analysis.

Contact our research team

Media

To cite our research, please see our citation policy in our Terms of Use, or contact our Media team for more information.

Learn more
Full access
Get full access to our research now, get in touch with us to find out more about our research topics and analysis
  • 200 reports a year
  • 50 million data points
  • Over 350 metrics

How can we support you?

Get in touch

Contact the GSMA Intelligence support team for help with your account, subscriptions, or access to reports and insights.

Newsletter

Subscribe to the GSMA Intelligence newsletter for the latest industry news and insights, delivered to your inbox.

Q2 results: the three growth stories of China, the US and Europe | GSMA Intelligence