拉丁美洲電信行業(yè)市場前景及投資研究報告-培訓課件外文版2024.5移動聯(lián)通

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TRENDSTelecomsinLatinAmericaCHAPTER

01Overview:MobileRevenuegeneratedbymobileoperatorsinLatinAmericafrom2021to2025(inbillionU.S.dollars)MobileoperatorsrevenueinLatinAmerica2021-2025807073.670.767.96560.36050403020100202120222023*2024*2025*3Description:In2022,revenuegeneratedbymobileoperatorsinLatinAmericaamountedto65billionU.S.dollars.Totalrevenueisexpectedtoreacharound74billiondollarsby2025.

ReadmoreNote(s):LAC;2021to2022;*ForecastReadmoreSource(s):GSMAIntelligenceEconomiccontributionofthemobiletelecommunicationsinLatinAmericafrom2021to2025,bytype(inbillionU.S.dollars)EconomicvalueforecastofmobiletelcoservicesinLatinAmerica2021-2025DirectIndirectProductivity40035030025020015010050280275275275270206520652060206020550202120222023*2024*2025*4/statistics/1285703/latam-economic-value-forecast-of-mobile-ecosystemThemobiletelecommunicationssector'scontributiontoeconomicgrowthinLatinAmericaisforecasttoincreasefrom345billioneurosin2021to365billionU.S.dollarsin2025.Productivityrevenueaccountsforthemajorityofthiseconomicvalue.

ReadmoreNote(s):LAC;2021to2022;*ForecastReadmoreSource(s):GSMAIntelligenceCapitalexpenditureofmobileoperatorsinLatinAmericafrom2021to2025(inbillionU.S.dollars)CapExofmobileoperatorsinLatinAmerica2021-20251412.612.512.111.61210811.46420202120222023*2024*2025*5Description:Capitalexpenditure(CapEx)ofmobileoperatorsinLatinAmericawasmeasuredat11.4billionU.S.dollarsin2022.CapExisforecasttoincreaseupto2024beforestabilizingin2025.

ReadmoreNote(s):LAC;2021to2025;*ForecastCapitalexpenditures(CapEx)arefundsusedbyacompanytoacquire,upgrade,andmaintainphysicalassetssuchasproperty,plants,buildings,technology,orequipment.

ReadmoreSource(s):GSMAIntelligenceNumberof5G-enabledsmartphoneunitshipmentsinLatinAmericafrom2020to2023(inmillions)Numberof5G-enabledsmartphoneshipmentsinLatinAmerica2020-2023160140134130120120100806040200320202021*2022**2023**6Description:Accordingtoforecasts,5G-enabledsmartphoneshipmentswereexpectedtoreach130millionunitsinLatinAmericain2022.Thisrepresentsanincreaseof0.8percentcomparedtothenumberof5G-enabledsmartphoneshipmentsin2021.

ReadmoreNote(s):LAC;August2022;*CalculationsdonebySource(s):Canalysbasedonthedataprovidedbythesource.**ForecastReadmoreNumberof5GmobilesubscriptionsinLatinAmericafrom2020to2028(inmillions)Numberof5GsubscriptionsinLatinAmerica2020-202845040035030025020015010050395.09319.07244.71176.08109.512024*48.9119.34.871.3302020202120222023*2025*2026*2027*2028*7Description:Therewereareported19.3million5GmobilesubscriptionsinLatinAmericain2022,upfrom4.87millionin2021.Stronggrowthisexpectedoverthecomingyears,withover395millionsubscriptionsforecastby2023.

ReadmoreNote(s):LAC;2022Source(s):EricssonSmartphonesasashareoftotalconnectionsinselectedLatinAmericancountriesfrom2021to2025SmartphoneadoptioninLatinAmerica2021and2025,bycountry20212025*100%89%88%90%80%70%60%50%40%30%20%10%0%86%83%82%78%77%76%74%73%70%68%67%65%LatinAmericaGuatemalaBrazilColombiaArgentinaMexicoPeru8Description:Smartphonesareexpectedtoaccountfor83percentofallmobileconnectionsinLatinAmericaby2025,upfrom76percentinin2021.Brazilhadthehighestsmartphoneadoptionofthemarketscoveredbythisstudy,thoughadoptioninGuatemalaisexpectedtoexceedthatofBrazilby2025.ReadmoreNote(s):Argentina,Brazil,Colombia,Guatemala,Mexico,Peru,LAC;2021to2022;*ForecastReadmoreSource(s):GSMAIntelligenceCHAPTER

02Overview:Fixedbroadband&telephonyBroadbandconnectionsinLatinAmericafrom2022to2032,bytechnologyBroadbandconnectionsinLatinAmerica2022-2032,bytechnologyFixedwirelessFiberCableinternetDSL120%100%80%60%40%20%0%1.4%0.51%10.77%31.27%11.02%18.2%77.6%74.66%53.38%10.87%2032*4.58%2022*5.74%2027*10Description:OverhalfofbroadbandaccessinLatinAmericawasexpectedtohavebeendeliveredviafiberconnectionsin2022.Theshareoffiberconnectionsisforecasttoexceed77percentby2032,whileDSLconnectionsareforecasttoaccountforlessthan1percent.ReadmoreNote(s):LAC;2022;*ForecastReadmoreSource(s):DataxisNumberoffixedbroadbandsubscribersinLatinAmericafrom2022to2032(inmillions)FixedbroadbandsubscribersinLatinAmerica2022-20321801601681661631601561511461401401201008013312611760402002022*2023*2024*2025*2026*2027*2028*2029*2030*2031*2032*11Description:Therewereanexpected117millionbroadbandsubscribersinLatinAmericain2022,withthisfigureforecasttogrowto126millionin2023.Subscribergrowthisexpectedtoslowtowardstheendofthedecade,withaforecast168millionsubscribersintheregionby2032.ReadmoreNote(s):LAC;2022;*ForecastReadmoreSource(s):DataxisNumberoffixedbroadbandsubscriptionsinLatinAmericain2021,bycountry(inmillions)NumberofhouseholdswithbroadbandinternetaccessinLatinAmerica2021,bycountrySubscriptionsinmillions200510152530354045BrazilMexico41.6624.2ArgentinaColombiaChile10.498.434.28Peru3.012.482.44VenezuelaEcuadorBoliviaUruguayCostaRicaParaguayPanama1.131.111.060.720.6112Description:In2021,BrazilhadthehighestnumberoffixedbroadbandsubscriptionsincontinentalLatinAmerica,withover41million.ItwasfollowedbyMexicowithapproximately24.2millionsubscriptionsandArgentinawithalmost19.5million.ReadmoreNote(s):LAC;2021;DoesnotincludeCaribbeancountriesandterritoriesSource(s):ITUNumberoffixedtelephonesubscriptionsinselectedcountriesinLatinAmericaandtheCaribbeanin2021(inmillions)FixedphonesubscriptionsinLatinAmericaandtheCaribbean2021,bycountryNumberofsubscriptionsinmillions05101520253035BrazilMexico28.7224.97ArgentinaColombiaVenezuelaChile7.637.573.222.51GuatemalaPeru2.322.14EcuadorCubaUruguay1.851.541.241.150.86DominicanRepublicElSalvador13Description:In2021,BrazilaccountedforthelargestnumberoffixedtelephonelinessubscriptionswithinLatinAmericaandtheCaribbean.ThePortuguese-speakingcountryhadalmost29millionlandlinesubscriptionsthatyear.Mexicofollowedwithnearly25millionfixedphonelines.ReadmoreNote(s):LAC;2021Source(s):ITU;VarioussourcesCHAPTER

03PenetrationSmartphoneadoptionrateinLatinAmericain2022versus2030SmartphoneadoptionrateinLatinAmerica2022vs.2030100%93%90%80%70%60%50%40%30%20%10%0%79%2022203015Description:InLatinAmerica,smartphoneadoptionrateisexpectedtoreach93percentby2030,upfromapproximately80percentin2022.ReadmoreNote(s):LAC;2022;*ForecastReadmoreSource(s):GSMAIntelligenceMobileinternetusersasshareofthetotalpopulationinLatinAmericain2021and2025MobileinternetpenetrationrateinLatinAmerica2021-202580%70%67%60%60%50%40%30%20%10%0%20212025*16Description:Accordingtoa2022study,60percentofthepopulationinLatinAmericahadaccesstomobileinternetin2021.Thisshareisexpectedtoincreaseto67percentby2025.

ReadmoreNote(s):LAC;2021;*Forecast.ReadmoreSource(s):GSMAIntelligenceInternetusersasshareofthetotalpopulationinLatinAmericaandCaribbeancountriesasofJanuary2023InternetpenetrationinLatinAmericaandtheCaribbean2023,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%17Description: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[...]

ReadmoreFixed-lineinternetpenetrationrateper100inhabitantsinselectedcountriesinLatinAmerica2020Fixed-lineinternetpenetrationinLatinAmerica2020,bycountryPenetrationrateper100inhabitants15%

20%0%5%10%25%30%35%UruguayArgentinaChile30.6%21.2%19.7%19.5%CostaRicaBrazil17.1%17%MexicoColombiaPanama15.3%13%DominicanRepublicPeru9.5%9.2%ElSalvadorNicaraguaHondurasGuatemala9%4.4%4%3.4%18Description:AmongtheselectedLatinAmericancountries,Uruguaywasthenationwiththehighestfixed-lineinternetpenetrationrateper100inhabitantsin2020,at30.6percent.Meanwhile,aroundthreeoutof100inhabitantsofGuatemalahadafixed-lineinternetaccess.Thatyear,ElSalvadorhadthehighestmobiletelephonypenetrationrateamongselectednationsinLatinAmerica.ReadmoreNote(s):LAC;2020Source(s):ITU;SutelNumberoffixedbroadbandsubscriptionsper100inhabitantsinLatinAmericain2021,bycountryLatinAmerica:fixedbroadbandsubscriptionsper100inhabitants2021,bycountryNumberofsubscriptionsper100inhabitants05101520253035UruguayArgentinaChile32.2623.1721.97CostaRicaBrazil20.5419.44Mexico19.1ColombiaPanamaEcuadorParaguayElSalvadorBolivia16.3713.9213.7110.789.719.33Belize919Description:In2021,Uruguayhadthehighestnumberoffixedbroadbandsubscriptionsper100inhabitantsamongLatinAmericancountries.Asofthattime,therewereover32fixedbroadbandsubscriptionsregisteredforevery100Uruguayan.Honduras,ontheotherhand,hadthelowestrateintheregionin2020,withonly4.1fixedbroadbandsubscriptionper100inhabitants.ReadmoreNote(s):LAC;2021;DoesnotincludeCaribbeancountriesandterritoriesSource(s):ITUFixed-linetelephonesubscriptionsper100inhabitantsinselectedcountriesandterritoriesinLatinAmericaandtheCaribbeanin2021Fixedphonesubscriptionsper100peopleinLatinAmericaandtheCaribbean2021Subscriptionsper100inhabitants0102030405060Falkland/MalvinasIslandsCaymanIslandsBarbados53.1352.8443.02Bermuda38.95Anguilla(UK)38.09Uruguay36.1SaintKittsandNevisAruba(Netherlands)Antigua&BarbudaCura?ao32.9832.8528.9627.9BritishVirginIslandsTrinidadandTobagoPuertoRico22.4922.3822.3220Description:OutoftheLatinAmericanandCaribbeanprofiled,theFalklandandCaymanIslandshadthehighestfixed-linetelephonepenetrationratein2021,withover50fixedphonesubscriptionsper100inhabitants.Barbadosfollowedwithmorethan43subscriptionsper100inhabitants.ReadmoreNote(s):LAC;2021Source(s):ITU;VarioussourcesCHAPTER

04TrafficAveragedownloadspeedofbroadbandinternetinLatinAmericancountriesfromJune2021toJune2022(inMbps)InternetdownloadspeedinLatinAmerica2019-2022,bycountryAveragedownloadspeedinMbps0102030405060708090100ChileBrazil89.1853.89ColombiaPeruPanama32.413230.0427.6227.125.2724.58MexicoBelizeParaguayCostaRicaArgentinaNicaraguaFrenchGuianaGuyana20.3415.3814.8114.8122Description:ThestatisticpresentstheaveragedownloadspeedofbroadbandinternetinLatinAmericancountriesfromJune2021toJune2022measuredinMegabitspersecond(Mbps).Inthatperiodoftime,ChilepresentedthehighestbroadbandinternetspeedinLatinAmerica,withanaveragedownloadspeedofnearly90Mbps.ReadmoreNote(s):LAC;June2021toJune2022;NottakingintoaccountCaribbeancountriesandterritoriesSource(s):Cable.co.ukMonthlymobiledatatrafficinLatinAmericafrom2021to2028(inexabytes)MobiledatatrafficinLatinAmerica2021-20283025201510245.3503.7202120222028*23Description:MobiledatatrafficinLatinAmericaamountedto5.3exabytespermonthin2022,anincreaseonthe3.7exabytesreportedfor2021.Significantgrowthisexpectedinthecomingyears,withmonthlytrafficforecasttoreach24exabytesby2028.

ReadmoreNote(s):LAC;2021to2022;*Forecast.ReadmoreSource(s):EricssonDistributionofwebtrafficinselectedcountriesinLatinAmericaandtheCaribbeaninMay2023,bydeviceLatinAmericaandtheCaribbean:shareofwebtraffic2023,bydeviceShareofinternettrafficMobileDesktopTablet50%Console60%0%10%20%30%40%70%80%90%100%HaitiParaguayCubaSurinameEcuadorPeruGuatemalaColombiaArgentinaJamaicaGuyanaBahamas24Description:AsofMay2023,themajorityofcountriesfromLatinAmericahadmostoftheirwebtrafficoriginatingfrommobiledevices.Haitirankedfirstregardingmobiletraffic,with82.51percent,followedbyParaguayandCuba.Regardingdesktopcomputers,theDominicanRepublichadthehighestshareofitswebtrafficcomingfromdesktopdevices,followedbyUruguayandSaintKittsandNevis.Additionally,thearchipelagoofSaintVincentandtheGrenadines,andBarbadoshadthehighestshareof[...]ReadmoreNote(s):LAC;May2023;*PuertoRicowasincludedintherankingdespitebeinganunincorporatedterritoryoftheUnitedStates.Valuesmaynotaddupto100percentduetorounding.Thedateofreleaseisthedateofaccess.

ReadmoreSource(s):StatCounterPercentageofpopulationusingsocialmediainLatinAmericaandCaribbeanasofJanuary2023,bycountryLatinAmericaandCaribbean:socialmediareach2023,bycountryReachamongpopulation0%10%20%30%40%50%60%70%80%90%St.KittsandNevisChile84.8%84.4%UruguayArgentina81.8%79.7%BarbadosColombia74.9%74%CostaRica73.7%73.4%73.3%MexicoPeruSt.Vincent&theGrenadinesBrazil71.8%70.6%68.2%67.3%PuertoRico*Antigua&Barbuda25Description:AsofJanuary2023,morethan80percentofthepopulationsofSt.KittsandNevis,ChileandUruguaywereonsocialmedia.Ontheotherhand,approximately18percentofHaitiansusedsocialnetworkingplatforms.AmongthelargestLatinAmericanmarkets,Brazilhadthelowestsocialmediapenetrationrateat70percent,justbelowPeruandtheCaribbeanislandcountryofSaintVincentandtheGrenadines.ReadmoreNote(s):LAC;January2023;socialmediausersaspercentageoftotalpopulation;*PuertoRicowasincludeddespitebeinganunincorporatedterritoryoftheUnitedStates.Socialmediausersmaynotrepresentuniqueindividuals,andmayexceed[...]

ReadmoreSource(s):DataReportal;Meltwater;Varioussources;WeAreSocialCHAPTER

05CompaniesRevenuegeneratedbyAméricaMóvilin2022,byregion(inbillionMexicanpesos)AméricaMóvilrevenue2022,byregionValueinbillionMexicanpesos100

1500MexicowirelessBrazil50200250300245.9170.9Europe106MexicofixedColombia10071.3AndeanRegionCentralAmericaCaribbean55.547.242.7138.72SouthernCone27Description:In2022,MexicowasthelargestmarketforAméricaMóvil,generatingnearly246billionMexicanpesosinrevenuewithwirelessoperationsandalmost100billionpesoswithfixed-lineoperations.Brazilfollowedwitharound171billionpesos.

ReadmoreNote(s):Worldwide;2022Source(s):AméricaMóvilRevenuegeneratedbyTelefónicainLatinAmericafrom2021to2022,bycountry(inbillioneuros)TelefónicarevenueinLatinAmerica2021-2022,bycountry202120221099.148.878.368765432106.91Argentina,Chile,Colombia,Ecuador,Mexico,Uruguay,Venezuela,andPeruBrazil28Description:In2022,therevenueofTelefónica,S.A.inBrazilaloneamountedtoapproximately8.9billioneuros.TherevenueforTelefonicaHispamexceededninebillioneuros.ReadmoreNote(s):LAC;2021to2022Source(s):TelefónicaMarketshareheldbyTelefónicainthemobilemarketinLatinAmericafrom2021to2022,bycountryMobilemarketshareofTelefónicainLatinAmerica2021-2022,bycountryMarketshare202220210%10%20%30%40%50%60%53.3%54.7%VenezuelaBrazil38.9%33.1%31.1%31.5%EcuadorPeru29%30.4%28.5%29.2%27.8%29.1%ArgentinaUruguayColombiaChile25.6%26%25.5%25.8%18.3%Mexico19.5%29Description:In2022,Telefónicaheldnearly39percentofthemobilemarketinBrazil(basedonthenumberofmobileaccesses).ThesharewashighestinVenezuelaat53.3percentandlowestinMexicoat18.3percent.

ReadmoreNote(s):LAC;2021to2022;Basedonthenumberofaccesses/internalestimatesofTelefónica'sSource(s):TelefónicaOperatingrevenueofAT&T'sLatinAmericasegmentfrom2014to2022,bycountry(inmillionU.S.dollars)AT&TrevenueinLatinAme