行动通讯业者收益中的人工智慧成长机会

人工智慧解决传统挑战并推动行动通讯业者转型

将人工智慧融入行动通讯业者的营运，可以带来许多显着优势，例如自动化、以客户为中心的服务和营运效率的提升。然而，这些优势也伴随着挑战，例如高昂的实施成本和资料安全风险。在高阶主管和董事会的大力支持下，营运商能够克服这些障碍。

人工智慧并非在所有业务领域都能立即见效，因为有些领域已经在使用机器学习。儘管人工智慧在许多领域仍处于早期阶段，但其早期的经济效益（尤其是节能）前景可观。在竞争压力的驱动下，领先的供应商正在将人工智慧（包括生成式人工智慧）融入其成熟度各异的解决方案中。

儘管人工智慧的应用正在快速推进，通讯业者。

对于尚未明确 AI 策略的企业来说，客户体验是最合理的起点。专注于提升客户体验的企业往往能取得更佳的财务表现。更优的客户体验也使其更容易实现客户群的收益。相反，如果优先考虑收益而非提升客户体验，则可能会阻碍进一步的 AI 投资。

三大策略要务对行动服务业的影响

变革性大趋势

• 原因：人口老化、快速都市化和数位转型正在重塑世界。新冠疫情加剧了对即时、自动化和互联互通主导解决方案的需求。
• 弗罗斯特的愿景是：到2030年，人工智慧和5G技术进步将影响全球50%以上的工作。

颠覆性技术

• 原因：5G、边缘运算、云端和人工智慧等新兴技术正在融合，以满足对即时自动化和增强连接性日益增长的需求，从而实现更快的决策、更大的灵活性和更高的效率。
• Frost 的观点：随着新技术的不断应用成为常态，相关人员对基础设施和连接性的期望等因素带来的颠覆性影响只会日益增加。企业必须迅速适应客户和贸易伙伴日益增长的期望。

产业融合

• 原因：5G 将推动产业内部及跨产业的数位转型，重塑产业格局。 4G 将继续涵盖 5G 尚未涵盖的区域，并支援无需高级功能的基本用例，而 5G 将释放更高价值的机会。
• Frost 的观点：企业正在开发永续的经济模式，突破界限以保持成长。各行各业正在不断调整新的流程和方法，最终实现跨行业的无缝整合。

成长动力

• 持续的数位转型推动成长
• 科技融合促进创新
• 新技术与5G Advanced结合将带来更好的价值
• 技术满足不断增长的客户期望

成长限制因素

• 业务永续营运正变得越来越困难：过去四、五年来，许多行动电话营运商为了应对估值下降和差异化不足的问题，纷纷合併或出售网路资产。例如马来西亚的Digi-Celcom、泰国的DTAC-True以及印尼的Indosat Ooredoo-Hutchison。全球行动电话营运商的数量正在减少。然而，大多数营运商仍然缺乏充分利用数据的能力。
• 安全威胁加剧：工业IoT如今连接着数十亿个终端，需要透过网路传输敏感数据，这导致包括网路威胁在内的安全风险激增。随着简讯和 WhatsApp 成为资料外洩的常见目标，行动通讯业者肩负着更大的责任，需要保障资料安全、保护隐私并建立数位信任。儘管肩负着这项责任，但大多数行动通讯业者缺乏有效保护其网路的工具和专业知识。
• 人才和技能短缺：技术人才短缺持续拖累新技术和最佳实践的采用。该行业不再经历高成长，人才招募也变得越来越困难。行动通讯业者正在努力平衡人力专业知识与降低成本的自动化需求，并且无法找到人才和技能的最佳组合。

目录

策略要务

• 为何成长变得越来越困难？
• The Strategic Imperative 8
• 三大策略要务对行动服务业的影响

成长机会分析

• 成长动力
• 成长阻碍因素
• 人工智慧助力行动通讯业者收益
• 人工智慧对行动通讯业者营运商业务营运的影响
• 人工智慧代理在行动电信商业务中的潜力
• 行动业务营运中的人工智慧风险
• 行动业务中的人工智慧风险评估
• 行动通讯业者人工智慧投资现状
• 给行动通讯业者采用人工智慧的建议

议程

行动通讯业者货币化中的人工智慧成长机会 PFLF-

结论

• 结论和建议
• 行动通讯业者的人工智慧方法：清单

成长机会宇宙

• 成长机会 1：扩大产业合作，利用人工智慧推动更佳成果
• 成长机会二：人工智慧在高附加价值领域的策略应用
• 成长机会三：开发人工智慧能力以支援企业资料需求

后续步骤Next steps

• 成长机会的益处和影响
• 后续步骤Next steps
• 图表目录
• 免责声明

行动通讯业者收益的人工智慧成长机会 PFLF-

AI Is Driving Transformational Growth for Mobile Operators by Addressing Traditional Challenges

Incorporating AI into mobile operator business operations offers clear advantages-automation, customer-centric services, and operational efficiency. However, these benefits come with challenges, including high implementation costs and data security risks. Strong support from C-level executives and boards can help operators overcome these obstacles.

Not all operational areas will see immediate AI impact, as some already use machine learning. While AI adoption remains in early stages across many functions, early financial gains-especially in energy savings-are promising. Major vendors now embed AI, including generative AI, into their solutions with varying maturity levels, driven by competitive pressure.

AI adoption is advancing rapidly, but in telecom, operator investment appetite is often overstated. Significant returns are still emerging, making AI a potential-rather than proven-growth driver. If operators successfully manage the associated risks, AI could become a critical tool to revive industry growth.

For operators still defining their AI strategy, customer experience is the most logical starting point. Operators focused on improving customer experience tend to outperform financially. A better experience also makes monetizing the customer base easier. In contrast, prioritizing monetization before enhancing customer experience may weaken the case for further AI investment.

The Impact of the Top 3 Strategic Imperatives on the Mobile Services Industry

Transformative Mega Trends

• Why: The aging population, rapid urbanization, and digital transformation are reshaping the world. The COVID-19 pandemic has heightened the urgency for real-time, automated, and connectivity-driven solutions.
• Frost Perspective: By 2030, technological advancements powered by AI and 5G will affect over 50% of jobs worldwide.

Disruptive Technologies

• Why: Emerging technologies such as 5G, edge computing, cloud, and AI are converging to meet the rising demand for real-time automation and enhanced connectivity, enabling faster decision-making, greater flexibility, and higher efficiency.
• Frost Perspective: As the constant introduction of new technologies becomes the norm, disruption will increasingly stem from factors such as stakeholder expectations for infrastructure and connectivity. Enterprises must adapt quickly to shifting customers' and clients' rising expectations.

Industry Convergence

• Why: 5G can catalyze digital transformation within and across vertical industries, reshaping the industry landscape. While 4G will continue to provide coverage where 5G is unavailable and support basic use cases that do not require advanced capabilities, 5G will unlock higher-value opportunities.
• Frost Perspective: Enterprises are developing sustainable economic models that push boundaries to sustain growth. Verticals are fine-tuning new processes and methodologies, which will eventually create seamless integration across industries.

Growth Drivers

• Ongoing Digital Transformation Is Driving Growth
• Technological Convergence Enables Innovation
• Emerging Technologies in Combination with 5G Advanced Bring Better Value
• Technology Helps Address Increasing Customer Expectations

Growth Restraints

• Staying in Business Is Increasingly Tough: Over the past 4 to 5 years, many mobile operators have merged or sold network assets to address declining valuations and limited differentiation. Examples include Digi-Celcom in Malaysia, DTAC-True in Thailand, and Indosat Ooredoo-Hutchison in Indonesia, reducing the number of mobile operators worldwide. However, most still lack the capability to fully leverage data.
• Security Threats Are Increasing: Industrial IoT now connects billions of endpoints and makes sensitive data transfers over the internet essential, driving a surge in security risks-including cyberthreats. SMS and WhatsApp have become prime targets for breaches, placing greater responsibility on mobile operators to secure data, protect privacy, and build digital trust. Despite these obligations, most mobile operators lack the tools and expertise to effectively safeguard their networks.
• Talent and Skill Shortages Are Prevalent: A shortage of skilled talent continues to slow the adoption of emerging technologies and best practices. With the industry no longer in a high-growth phase, attracting top talent is increasingly difficult. Mobile operators struggle to balance the need for human expertise with automation to reduce costs, leaving them unable to find the optimal mix of talent and skills.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Mobile Services Industry

Growth Opportunity Analysis

• Growth Drivers
• Growth Restraints
• AI for Mobile Operator Monetization
• Impact of AI on Mobile Operator Business Operations
• The Potential of AI Agents in Mobile Operator Business Operations
• AI Risks in Mobile Operator Business Operations
• AI Risks in Mobile Operator Business Operations: Risk Assessment
• Current State of AI Investment Among Mobile Operators
• Advise for Mobile Operators on Adopting AI

Agenda

Growth Opportunities in AI for Mobile Operator Monetization PFLF-

The Last Word

• Conclusion and Recommendations
• Approach to AI for Mobile Operators: A Checklist

Growth Opportunity Universe

• Growth Opportunity 1: Greater Industry Collaboration to Produce Better Outcomes with AI
• Growth Opportunity 2: Strategic Application of AI to Areas That Can Add Better Value
• Growth Opportunity 3: Mobile Operators Developing AI Capabilities to Support Enterprise Data Needs

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer

Growth Opportunities in AI for Mobile Operator Monetization PFLF-