墨西哥5G市場前景及投資研究報告-培訓(xùn)課件外文版2024.4

DIGITAL

&

TRENDS5GinMexicoCHAPTER

01OverviewForecast5Gshareoftotalmobileconnectionsin2030,byregionAdoptionof5Gconnectionsin2030byregion100%90%80%70%60%50%40%30%20%10%0%95%93%91%88%87%57%41%40%32%16%GCCArab

DevelopedAsia

NorthAmerica

GreaterChinaStates

PacificEuropeLatinAmericaCISRestofMENA

RestofAsiaPacificSub-SaharanAfrica3Description:Accordingtoastudypublishedin2023,theGulfCooperationCouncil(GCC)statesofBahrain,Kuwait,Oman,Qatar,SaudiArabia,andtheUnitedArabEmiratesareforecasttohavethehighest5Gadoptionratesofanyregionworldwidein2030,at95percent.ReadmoreNote(s):Worldwide;2023Source(s):GSMA;GSMAIntelligenceNumberof5GmobilesubscriptionsinLatinAmericafrom2020to2028(inmillions)Numberof5GsubscriptionsinLatinAmerica2020-202845040035030025020015010050395.09319.07244.71176.08109.512024*48.9119.34.871.3302020202120222023*2025*2026*2027*2028*4Description:Therewereareported19.3million5GmobilesubscriptionsinLatinAmericain2022,upfrom4.87millionin2021.Stronggrowthisexpectedoverthecomingyears,withover395millionsubscriptionsforecastby2023.

ReadmoreNote(s):LAC;2022Source(s):EricssonShareof5GinmobileconnectionsinLatinAmericain2030,bycountryShareof5GmobileconnectionsinLatinAmerica2030,bycountryShareof5Gmobileconnections0%10%20%30%40%50%60%70%80%90%BrazilChile77%68%Uruguay65%MexicoBolivia62%61%ParaguayPeru55%54%ArgentinaEcuador48%48%ColombiaCostaRicaDominicanRepublicPanama44%37%35%29%5Description:By2030,Brazilisexpectedtohavethehighestshareof5GmobileconnectionsinLatinAmerica,withthetechnologyaccountingfor77percentoftotalmobileconnectionsinthecountry.ChileandUruguayfollowedwitha68and65percentshare,respectively.ReadmoreNote(s):LAC;2022;Forecast;*ForecastReadmoreSource(s):GSMA;GSMAIntelligenceNumberof5GnetworkdeploymentsinLatinAmericaandtheCaribbeanasofJune2023,bycountryorterritory5GnetworkdeploymentsinLatinAmericaandtheCaribbean2023,bycountryNumberof5Gnetworks0.00.51.01.52.02.53.03.54.04.5BrazilChile44Mexico333PeruPuertoRicoDominicanRepublicGuatemalaU.S.VirginIslandsArgentina22211111ColombiaSurinameTrinidadandTobagoUruguay6/statistics/1246093/number-5g-networks-latin-american-countriesAsofJune2023,285G-networksweredeployedinLatinAmericaandtheCaribbean.BrazilandChileaccountedforfournetworksofthisnext-generationtechnologyeach.Mexico,Peru,andPuertoRicofollowedwiththree5Gnetworkdeploymentseach.ReadmoreNote(s):LAC;June2023Source(s):5GAmericas;TeleGeographyMobiletelecommunicationrevenueinMexicofrom1stquarter2021to1stquarter2023(inbillionMexicanpesos)MobiletelecommunicationrevenueinMexico2021-20239085.4781.680.6179.5377.948070605040302010075.8275.473.8470.66Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'237Description:FromJanuarytoMarch2023,mobiletelecommunicationsservicesgeneratedover81billionMexicanpesosinrevenuesinMexico,areductionfromthe85.5billionMexicanpesosrecordedinthepreviousquarter.

ReadmoreNote(s):Mexico;Q12021toQ12023Source(s):CIUCoverageofRedCompartidainMexicoasofJune2023RedCompartidacoverageinMexico2023IndicatorValue84.33103.187Numberofpeople(inmillions)Numberoflocalitieswithlessthan250inhabitants(in1,000s)NumberofPueblosMágicos*Shareofpopulationreached(inpercent)92.28Description:RedCompartida('SharedNetwork')isawholesalemobilenetworkcurrentlybeingdeployedinMexicowiththepurposeofprovidinggreater4.5Gmobilevoiceanddatabroadbandcoverageacrossthecountry.AsofJune2023,thenetworkreachedover84millionpeople.Shortlyafteritlaunchedin2018,ithadapenetrationrateofabout32percentoftheMexicanpopulationandthedeploymentplanforecastsacoverageofover92percentofthepopulationby2024.

ReadmoreNote(s):Mexico;June2023;RedCompartida('SharedNetwork')isawholesalemobilenetworkcurrentlybeingdeployedinMexicotoprovidegreater4.5Gmobilevoiceanddatabroadbandcoverage;*PueblosMágicos(magicaltowns)Programisa[...]

ReadmoreSource(s):ALTáNRedesCHAPTER

02InfrastructureSpectrumallocatedtoInternationalMobileTelecommunications(IMT)inselectedcountriesinLatinAmericain2022(inmegahertz)MobilespectrumallocatedinLatinAmerica2022,bycountrySpectruminmegahertz02004006008001,0001,200BrazilPeru1,104722ChileGuatemalaMexico670668660ArgentinaUruguay626545DominicanRepublicElSalvadorCostaRicaVenezuelaNicaraguaParaguay46044044043237837610Description:InBrazil,thespectrumassignedtoInternationalMobileTelecommunications(IMT)in2022stoodat1,104MHz,whileinMexico,itamountedto660MHz.Thesetwocountrieshadthehighestnumberofmobilesubscribersintheregion.ReadmoreNote(s):LAC;November2022Source(s):InstitutoFederaldeTelecomunicaciones(Mexico);Inter-AmericanTelecommunicationCommission;ITUNumberofwirelessnetworksusingselectedtechnologiesinLatinAmericaandtheCaribbeanasofJune2023NumberofwirelessnetworksinLatinAmerica2023,bytechnology14012912010080604020028LTE*5G11Description:AsofJune2023,therewere28wirelessnetworksusingthe5GtechnologyinLatinAmericaandtheCaribbean.5Gconnectionsareexpectedtomakeup13percentofmobilesubscriptionsinLatinAmericaby2025.

ReadmoreNote(s):LAC;June2023;*IncludesLTEAdvancedReadmoreSource(s):5GAmericas;TeleGeographyNumberof5GnetworksinMexicoasofJune2023,byoperator5GnetworkdeploymentsinMexico2023,byoperator2.52.01.51111.00.50.0AT&TMexicoRadiomovilDipsa(Telcel)OperatorsTelefonicaMovilesMexico(Movistar)12/statistics/1315999/number-wireless-networks-operators-mexicoAsofJuly2023,therewerethree5GnetworksdeployedinMexico,ownedbyAT&T,Telcel'sRadiomovilDipsa,andMovistar'sTelefonicaMovilesMexico.Atthesametime,therewerealsofourLTEnetworksinMexico,eachownedbyadifferentoperator.ReadmoreNote(s):Mexico;July17,2023Source(s):5GAmericas;TeleGeographyNumberofLTEnetworksinMexicoasofJune2023,byoperatorLTEnetworkdeploymentsinMexico2023,byoperator2.52.01.511111.00.50.0ALTANRedes(RedCompartida)AT&TMexicoRadiomovilDipsa(Telcel)TelefonicaMovilesMexico(Movistar)Operators13Description:AsofJuly2023,fourlong-termevolution(LTE)networksweredeployedinMexico,eachofthembyadifferentoperator.ReadmoreNote(s):Mexico;July17,2023Source(s):5GAmericas;TeleGeographyDistributionofspectrumallocatedtoInternationalMobileTelecommunications(IMT)inMexicoin2022,byfrequencybandAllocationofmobilespectruminMexico2022,byfrequencyband25%21.21%19.7%20%15%10%5%15.15%13.64%12.12%7.58%3.03%0%2.5GHz1.7-2.1GHz(AWS)3.5GHz700MHz1.9GHz(PCS)850MHz800MHz14Description:Outofatotalof660megahertz(MHz)allocatedtoInternationalMobileTelecommunications(IMT)inMexicoin2022,over21percentcorrespondedto2.5GHzbands.Inaddition,nearly20percentofthemobiletelecommunicationsspectrumlicensedintheNorthAmericancountrywasintheAdvancedWirelessSystem(AWS)band.ReadmoreNote(s):Mexico;2022;Outofatotalof660megahertz(MHz)allocatedSource(s):InstitutoFederaldeTelecomunicaciones(Mexico)FrequencybandsallocatedforInternationalMobileTelecommunications(IMT)inMexicoasofDecember2022,byoperatorAllocationofmobilefrequencybandinMexico2022,byoperatorAT&TTelcelAltan100%90%80%70%60%50%40%30%20%10%0%42.86%50%55.93%61.54%63.31%100%100%100%57.14%2.5GHz50%44.07%38.46%36.69%3.3GHz3.5GHz1.7-2.1GHz(AWS)

1.9GHz(PCS)850MHz800MHz700MHz15Description:In2022,TelcelwaslicensedthelargestportionofthespectrumintheAWSrange,havingbeenallocatedmorethan60percentoftheband.AT&Thadthelargestproportionofthe2.5GHzband,holdingmorethanhalfofit.Bytheendoftheyear,atotalof660megahertz(MHz)wereallocatedtoInternationalMobileTelecommunications(IMT)inMexico.ReadmoreNote(s):Mexico;December2022;Outofatotalof660megahertz(MHz)allocatedSource(s):InstitutoFederaldeTelecomunicaciones(Mexico)CHAPTER

03SmartphonesNumberofsmartphoneunitshipmentsinLatinAmericain2022and2023,bycountry(inmillions)*NumberofsmartphoneshipmentsinLatinAmerica2022-2023,bycountryNumberofsmartphoneunitshipmentsinmillions20232022200510152530354037.537BrazilMexicoColombiaArgentinaChile33.632.914.513.19.49.38.58.387.8Peru17Description:ThenumberofsmartphoneshipmentsinLatinAmericaisforecasttoamountto134million,representinganincreaseof2.5percentcomparedtotheshipmentsin2022.Amongthepresentedcountries,thelargestnumberofsmartphoneshipmentswasreportedinBrazil,at37millionin2022.ReadmoreNote(s):LAC;2022to2023;*ForecastReadmoreSource(s):CanalysAnnualgrowthofsmartphoneunitshipmentsinLatinAmericaasof2ndquarter2023,bybrandAnnualgrowthofsmartphoneunitshipmentsinLatinAmericaQ22023,bybrand60%50%40%30%20%10%0%56%-10%-8%-14%-14%-14%Total-20%-30%-18%-19%SamsungMotorolaXiaomiAppleTranssionOthers18Description:ThenumberofLenovoshipmentsdroppedbysixpercentinthesecondquarterof2023comparedtothesecondquarterof2022.However,Transsionsmartphonesregisteredanincreaseof56percentinLatinAmerica.

ReadmoreNote(s):LAC;Q22023Source(s):CanalysNumberof5G-enabledsmartphoneunitshipmentsinLatinAmericafrom2020to2023(inmillions)Numberof5G-enabledsmartphoneshipmentsinLatinAmerica2020-2023160140134130120120100806040200320202021*2022**2023**19Description:Accordingtoforecasts,5G-enabledsmartphoneshipmentswereexpectedtoreach130millionunitsinLatinAmericain2022.Thisrepresentsanincreaseof0.8percentcomparedtothenumberof5G-enabledsmartphoneshipmentsin2021.

ReadmoreNote(s):LAC;August2022;*CalculationsdonebySource(s):Canalysbasedonthedataprovidedbythesource.**ForecastReadmoreMarketshareheldbyleadingsmartphonebrandsinMexicofromJanuary2020toJuly2023MarketshareofsmartphonebrandsinMexico2020-2023SamsungAppleMotorolaXiaomiHuaweiZTELG100%90%80%70%60%50%40%30%20%10%0%20Description:InJuly2023,SamsungwasthebrandwiththehighestmarketshareinMexico,accountingfornearly23percentofthesmartphonewebtrafficintheNorthAmericancountry.AsofNovember2022,thebrandalsorankedfirstinSouthAmerica.ReadmoreNote(s):Mexico;January2020toJuly2023Source(s):StatCounterAverageexpenditurepersmartphoneinMexicobetween2ndquarter2016and3rdquarter2022(inMexicanpesos)AverageexpenditurepersmartphoneinMexico2016-20225,0004,5004,5014,3714,3284,2974,1844,0584,0003,5003,0002,5002,0001,5001,0005003,7853,6943,5443,4293,3033,1542,8162,6560Q2'16Q4'16Q2'17Q4'17Q2'18Q4'18Q2'19Q4'19Q2'20Q4'20Q2'21Q4'21Q2'22Q3'2221Description:Inthethirdquarterof2022,theaverageexpenditurepersmartphoneinMexicowasaround4,501Mexicanpesos,upfrom2,656Mexicanpesosreportedattheendofthesecondquarterof2016.By2028,itisanticipatedthatapproximately90percentoftheMexicanpopulationwillusesmartphones.ReadmoreNote(s):Mexico;Q22016toQ32022Source(s):CIUCHAPTER

04InternetInternetusersasshareofthetotalpopulationinLatinAmericaandCaribbeancountriesasofJanuary2023InternetpenetrationinLatinAmericaandtheCaribbean2023,bycountryShareofpeopleonline40%

50%0%10%20%30%60%70%80%90%100%110%Antigua&BarbudaBahamas95.7%94.3%Chile90.2%UruguayCostaRica90.1%89.6%ArgentinaBarbados87.2%85.8%DominicanRepublicSt.Vincent&theGrenadinesGuyana85.2%84.9%84.8%84.3%83.7%BrazilPuertoRico*Jamaica82.4%23Description:Asofthefirstmonthof2023,nineoutof10peoplelivinginChile,Uruguay,BahamasandAntigua&Barbudawereonline,puttingthecountriesinthetoppositionregardinginternetaccessinLatinAmerica.Meanwhile,morethan85percentofthepopulationsofCostaRica,Argentina,BarbadosandtheDominicanRepublicwereonline.Ontheotherhand,lessthanhalfofthepopulationofBelize,Nicaragua,Guyana,andHaitihadaccesstotheinternet.Overall,theinternetpenetrationratein[...]ReadmoreNote(s):January2023;*PuertoRicowasincludeddespitebeinganunincorporatedterritoryoftheUnitedStates.**ValuecalculatedbySource(s):DataReportal;Kepios;Meltwater;WeAreSocialbasedondataprovidedbythesourcefortheLatinAmerica'ssubregionsofCaribbean,Central[...]

ReadmoreMonthlydatatrafficpersmartphoneinLatinAmericafrom2018to2028(ingigabytes)MonthlydatatrafficpersmartphoneinLatinAmerica2018-20284540353025201541.234.728.722.818.11410.91057.85.63.62.60201820192020202120222023*2024*2025*2026*2027*2028*24Description:ThemonthlydatatrafficpersmartphoneinLatinAmericaisforecasttoamountto14gigabytesin2023.Lookingaheadto2028,trafficisexpectedtoexceed41gigabytes.Onthegloballevel,thesenumbersarealsoprojectedtoincreaseintheupcomingyears.ReadmoreNote(s):LAC;2018-2022;*ForecastReadmoreSource(s):EricssonGlobalmobiledatatrafficpersmartphoneCAGRfrom2022to2029,byregionGlobalmobiledatatrafficpersmartphoneCAGR2022-2029,byregion25%22%22%20%20%15%10%5%19%18%17%17%16%16%15%14%0%Sub-Saharan

LatinAmerica

NorthEastAfrica

AsiaSouthEastAsia&OceaniaNorthAmericaMiddleEast&NorthAfricaGlobalWesternEuropeCentraland

India,Nepal,GulfCooperationCouncil(GCC)EasternEuropeBhutan25Description:Thecompoundannualgrowthrate(CAGR)ofglobalmobiledatatrafficpersmartphonefrom2022to2029isexpectedtoreach22percentinSub-SaharanandLatinAmerica.NorthEastAsiafollows,withamobiledatatrafficpersmartphoneCAGRforecasttoamountto20percentbetween2022and2029.ReadmoreNote(s):Worldwide;2023Source(s):EricssonNumberofinternetusersinMexicofrom2019to2028(inmillions)InternetusersinMexico2019-2028140125.3119.48120100806040200113.67107.87102.196.3990.7585.377.8372.3620192020202120222023*2024*2025*2026*2027*2028*26Description:ThenumberofinternetusersinMexicowasforecasttocontinuouslyincreasebetween2024and2028byintotal28.9millionusers(+29.98percent).Aftertheninthconsecutiveincreasingyear,thenumberofusersisestimatedtoreach125.3millionusersandthereforeanewpeakin2028.Notably,thenumberofinternetusersofwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Mexico;2019to2028;*Forecast.ReadmoreSource(s):NumberofmobileinternetusersinMexicofrom2019to2028(inmillions)MobileinternetusersinMexico2019-2028140115.37120100806040200114.48113.55112.58111.57110.52109.44108.43107.44106.2720192020202120222023*2024*2025*2026*2027*2028*27Description:ThenumberofmobileinternetusersinMexicowasforecasttocontinuouslyincreasebetween2024and2028byintotal4.9millionusers(+4.43percent).Aftertheninthconsecutiveincreasingyear,thenumberofusersisestimatedtoreach115.37millionusersandthereforeanewpeakin2028.Notably,thenumberofmobileinternetusersofwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Mexico;2019to2028;*ForecastReadmoreSource(s):MobileinternetusagepenetrationinMexicofrom2019to2028MobileinternetusagereachinMexico2019-2028100%90.76%88.77%86.54%90%80%70%60%50%40%30%20%10%0%84.08%81.33%78.28%74.87%71.05%64.12%59.4%20192020202120222023*2024*2025*2026*2027*2028*28Description:ThepopulationsharewithmobileinternetaccessinMexicowasforecasttocontinuouslyincreasebetween2024and2028byintotal12.5percentagepoints.Aftertheninthconsecutiveincreasingyear,themobileinternetpenetrationisestimatedtoreach90.76percentandthereforeanewpeakin2028.Notably,thepopulationsharewithmobileinternetaccessofwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Mexico;2019to2028;*ForecastReadmoreSource(s):Medianmobileandfixed-linebroadbandinternetlatencyinMexicoasofAugust2023(inmilliseconds)Mobile&fixedbroadbandinternetlatencyinMexico2023454035302520151039750FixedbroadbandMobile29Description:AsofAugust2023,mobileconnectionsinMexicohadamedianlatencyof39milliseconds,againstsevenmillisecondsforfixedbroadbandinternet.Overthatsameperiod,Mexico'sfixedbroadbandrecordedhigheruploadanddownloadspeedsthanmobileinternet.ReadmoreNote(s):Mexico;August2023Source(s):SpeedtestMedianmobileandfixed-linebroadbandinternetdownloadanduploadspeedsinMexicoasofAugust2023(inMbps)Mobile&fixedbroadbandinternetdownload&uploadspeedinMexico2023MobileFixedbroadband70605040302010061.3725.8221.419.91DownloadUpload30/statistics/1135115/mexico-internet-speedInAugust2023,themedianmobileinternetdownloadspeedinMexicowas25.82Mbps,whilethemedianfixedbroadbanddownloadspeedwas61.37Mbps.Moreover,over96millionMexicanswereforecasttobeinternetusersbytheendof2023.

ReadmoreNote(s):Mexico;August2023Source(s):SpeedtestCHAPTER

05OutlookForecastnumberofmobile5Gsubscriptionsworldwidebyregionfrom2019to2028(inmillions)5Gmobilesubscriptionsworldwide2019-2028,byregionIndia,Nepal,BhutanWesternEuropeSouthEastAsia&OceaniaNorthAmericaNorthEastAsiaLatinAmericaCentral&EasternEuropeMiddleEast&Africa5,0004,5004,0003,5003,0002,5002,0001,5001,000500020192020202120222023*2024*2025*2026*2027*2028*32Description:5Gsubscriptionsareforecasttoincreasedrasticallyworldwidefrom2019to2028,fromover12milliontoover4.5billionsubscriptions,respectively.Nort