墨西哥移動(dòng)通信行業(yè)市場(chǎng)前景及投資研究報(bào)告-培訓(xùn)課件外文版2024.5移動(dòng)電信聯(lián)通

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TRENDSMobilecommunicationsinMexicoCHAPTER

01OverviewRevenuegeneratedbymobileoperatorsinLatinAmericafrom2021to2025(inbillionU.S.dollars)MobileoperatorsrevenueinLatinAmerica2021-2025807073.670.767.96560.36050403020100202120222023*2024*2025*3Description:In2022,revenuegeneratedbymobileoperatorsinLatinAmericaamountedto65billionU.S.dollars.Totalrevenueisexpectedtoreacharound74billiondollarsby2025.

ReadmoreNote(s):LAC;2021to2022;*ForecastReadmoreSource(s):GSMAIntelligenceMobiletelecommunicationrevenueinMexicofrom1stquarter2021to1stquarter2023(inbillionMexicanpesos)MobiletelecommunicationrevenueinMexico2021-20239085.4781.680.6179.5377.948070605040302010075.8275.473.8470.66Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'234Description:FromJanuarytoMarch2023,mobiletelecommunicationsservicesgeneratedover81billionMexicanpesosinrevenuesinMexico,areductionfromthe85.5billionMexicanpesosrecordedinthepreviousquarter.

ReadmoreNote(s):Mexico;Q12021toQ12023Source(s):CIUTelecommunicationrevenueinMexicoin2022,bysegment(inbillionMexicanpesos)TelecommunicationrevenueinMexico2022,bysegment350300250200319150137.191.5100500Fixed-linePayTVMobile5/statistics/722621/telecommunication-revenue-segment-distribution-mexicoIn2022,theMexicantelecommunicationsector(whichencompassesmobileandfixed-linetelecommunicationaswellaspayTV)generatedrevenuesof547.6billionMexicanpesos,outofwhichover319billionwasgeneratedbythemobilesubsector.ReadmoreNote(s):Mexico;2022Source(s):CIUMobilevirtualnetworkoperators(MVNOs)revenueinMexicofrom2ndquarter2021to1stquarter2023(inbillionMexicanpesos)MVNOsrevenueinMexico2021-20231.81.61.41.21.00.80.60.40.20.01.711.681.631.621.521.411.060.88Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'236Description:Therevenueofmobilevirtualnetworkoperators(MVNOs)inMexicoincreasedfromover870millionMexicanpesosinthesecondquarterof2021to1.5billionMexicanpesosinthefirstquarterof2023.

ReadmoreNote(s):Mexico;Q22021toQ12023Source(s):CIURevenuegeneratedbyRedCompartidainMexicofrom2018to2022(inmillionMexicanpesos)RedCompartidarevenueinMexico2018-20225,0004,5004,0003,5003,0002,5002,0001,5001,0004,347.042,834.61,269.272020343.08201950044.5602018202120227Description:RedCompartida('SharedNetwork')isawholesalemobilenetworkcurrentlybeingdeployedinMexicowiththepurposeofintroducingcompetitiononthemarket.In2022,itgeneratedover4.3billionMexicanpesosinrevenue.AsofMay2022,thenetworkhadreachedmorethan79millionpeople.Whenitlaunchedin2018,ithadapenetrationrateof32percentoftheMexicanpopulationandthedeploymentplanforecastsacoverageofover92percentofthepopulationby2024.

ReadmoreNote(s):Mexico;2018to2022;RedCompartida('SharedNetwork')isawholesalemobilenetworkcurrentlybeingdeployedinMexicowiththepurposeofintroducingcompetitiononthemarketSource(s):ALTáNRedes;InstitutoFederaldeTelecomunicaciones(Mexico)CHAPTER

02Segment:TelephonyNumberofmobiletelephonylinesinMexicofrom1stquarter2015to1stquarter2023(inmillions)MobilephonelinesinMexico2015-2023,byquarter160140120100806040200Q1

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239Description:Betweenthefirstquarterof2015andthefirstquarterof2023,thenumberofmobilephonelinesinMexicoincreasedbyabout34percent.Inthefirstquarterof2023,therewere139.1millionmobilephonelinesintheNorthAmericannation.

ReadmoreNote(s):Mexico;Q12015toQ12023Source(s):CIUMobiletelephonytrafficinMexicofrom1stquarter2015to4thquarter2022(inbillionsofminutes)MobiletelephonytrafficinMexico2015-2022,byquarter9080706050403020100Q1

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2210Description:Inthefourthquarterof2022,themobiletelephonytrafficinMexicoamountedtomorethan78billionminutes.Atthesametime,inthefourthquarterof2022,thenumberofmobilephonelinesintheNorthAmericancountryamountedtoapproximately139million.ReadmoreNote(s):Mexico;Q12015toQ42022Source(s):InstitutoFederaldeTelecomunicaciones(Mexico)MobiletelephonytrafficinMexicoasof4thquarter2022,byprovider(inbillionsofminutes)MobiletelephonytrafficinMexicoQ42022,byprovider7061.156050403020108.485.093.970TelcelAT&TMovistarOther11Description:Inthefourthquarterof2022,TelcelwastheleadingproviderofmobiletelephonyinMexico,withtrafficamountingtomorethan61billionminutes.ItwasfollowedbyAT&TandMovistar,witharound8.5and5billionminutes,respectively.Inthefourthquarterof2022,thetotalmobiletelephonytrafficintheNorthAmericancountryexceeded78billionminutes.ReadmoreNote(s):Mexico;Q42022Source(s):InstitutoFederaldeTelecomunicaciones(Mexico)Numberofmobilecellularsubscriptionsper100inhabitantsinMexicofrom2000to2022Mobile-cellularsubscriptionsper100inhabitantsinMexico2000-20221201008060402002000

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202212Description:In2022,therewere106mobilecellularsubscriptionsper100inhabitantsinMexico,anincreasecomparedtotheonerecordedinthepreviousyear.Inaddition,accordingtothesource,nearly136millionmobilephonesubscriptionswereregisteredinMexicoin2022.ReadmoreNote(s):Mexico;2000to2022Source(s):InstitutoFederaldeTelecomunicaciones(Mexico)CHAPTER

03Segment:InternetNumberofmobiletelephonylineswithinternetaccessinMexicofrom1stquarter2015to4thquarter2022(inmillions)MobilephonelineswithinternetaccessinMexico2015-2022,byquarter140120100806040200Q1

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2214Description:Inthefourthquarterof2022,therewere119.86millionmobilephonelineswithinternetaccessintheNorthAmericancountry,aten-millionincreasecomparedwithayearearlier.ReadmoreNote(s):Mexico;Q12015toQ42022Source(s):InstitutoFederaldeTelecomunicaciones(Mexico)MobileinternetusagepenetrationinMexicofrom2013to2028MobileinternetusagereachinMexico2013-202810090.7688.7786.54908070605040302010084.0881.3378.2874.8771.0564.1259.457.8453.2247.227.19201516.9820147.132013201620172018201920202021202220232024202520262027202815Description:ThepopulationsharewithmobileinternetaccessinMexicowasforecasttocontinuouslyincreasebetween2024and2028byintotal12.5percentagepoints.Afterthefifteenthconsecutiveincreasingyear,themobileinternetpenetrationisestimatedtoreach90.76percentandthereforeanewpeakin2028.Notably,thepopulationsharewithmobileinternetaccessofwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Mexico;2013to2028;allvaluesareestimatesSource(s):MobileinternetaspercentageoftotalwebtrafficinMexicofrom2012to2023,bydeviceMobileinternettrafficinMexico2012-2023,bydeviceMobilephone41.26%Tablet60%50%40%52.82%46.82%46.76%44.34%38.18%37.88%37.84%31.27%30%23.34%20%11.99%10%0%6.51%20145.95%0.84%6.19%20154.67%20164.04%20134.27%20173.04%20181.91%20191.68%20211.46%20201.32%20221.19%2023*201216Description:AsofJune2023,mobilephonesaccountedforover46percentofallwebtrafficinMexico.Thisrepresentsadecreaseofovernearly6percentagepointscomparedwiththesharerecordedin2021.Intermsofoperatingsystems,in2023,thevastmajorityofmobileinternettrafficcamefromphonesandtabletsoperatingonAndroid.ReadmoreNote(s):2012to2023;*AsofJune2023.Thesourcedoesnotspecifythedateofpublication.Thereleasedategivenisthedateofaccess.

ReadmoreSource(s):StatCounterDistributionofmobileinternettrafficinMexicofrom1stquarter2017to1stquarter2023,byoperatingsystemMobileinternettrafficinMexico2019-2023,byOSAndroidiOSWindowsSamsungOther*90%80%70%60%50%40%30%20%10%0%Q1'17Q2'17Q3'17Q4'17Q1'18Q2'18Q3'18Q4'18Q1'19Q2'19Q3'19Q4'19Q1'20Q2'20Q3'20Q4'20Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'2317Description:Inthefirstquarterof2023,mobiledevices(mobilephonesandtablets)runningonAndroidOSaccountedfor77.1percentofthemobiletrafficgeneratedbymobiledevicesinMexico,makingtheoperatingsystemthemostpopularintheNorthAmericancountry.iOSrankedsecondwitha22.57percentshare.ReadmoreNote(s):Q12017toQ12023;mobilephonesandtablets;*IncludesotheroperatingsystemssuchasSeries40,Nokia,BlackBerry,PlayStation,Linux,LG,amongothers.Thesourcedoesnotspecifythedateofpublication.Thereleasedategivenis[...]

ReadmoreSource(s):StatCounterCHAPTER

04CompaniesLeadingtelecommunicationscompaniesinMexicoin2022,byrevenue(inmillionMexicanpesos)LargesttelcocompaniesinMexico2022,byrevenueRevenueinmillionMexicanpesos300,000

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500,0000100,000200,000600,000700,000800,000900,000AméricaMóvilAT&TMéxico844,50163,194TelevisaTelecomunicacionesTotalplay48,41237,50027,156MegacableHoldingsTelefónicaMovistarMéxicoSky24,76620,33916,12911,83710,4806,366EmpresasCablevisiónAmericanTowerMéxicoAxtelTelesitesAltánRedes4,500DishdeMéxico3,00019Description:AméricaMóvilwasthelargestamongtelecommunicationandmediacompaniesinMexicoin2022,reportingarevenueofover844.5billionMexicanpesos.AT&TMéxicorankedsecondwitharevenueofaround63.2billionpesos.

ReadmoreNote(s):Mexico;2022Source(s):expansion.mxSmartphonemarketshareinMexicofrom4thquarter2020to4thquarter2022,byvendorSmartphonemarketshareinMexicoQ42021-Q42022,byvendorQ4'21Q4'2260%50%40%27.1%22.6%15.8%30%20%10%0%9.9%12.6%12%24.2%22.6%20.7%13.9%ZTE9%9.6%SamsungMotorolaOPPOAppleOthers20/statistics/1304000/smartphone-market-share-in-mexico-by-vendorSamsungwasthebiggestsmartphonevendorinMexicoasofthefourthquarterof2022,withamarketshareexceeding27percent.ItwasfollowedbyMotorola,whichaccountedforover22.6percentofthemarketinthefourthquarterof2022.

ReadmoreNote(s):Mexico;Q42021andQ42022Source(s):CounterpointResearchRevenuegeneratedbymobileoperatorsinMexicoin4thquarter2022(inbillionMexicanpesos)LeadingmobilecarriersinMexico2022,byrevenue7058.36605040302010017.13AT&T6.311.57AméricaMóvil(Telcel)MovistarMobilevirtualnetworkoperators(MVNOs)21Description:Inthefourthquarterof2022,Telcel-ownedbyAméricaMóvil-witharevenueofaround58billionMexicanpesos,wasthelargestmobilecarrierinMexico,followedbyAT&TandMovistar.Duringthisperiod,mobilevirtualnetworkoperators(MVNOs)generatedatotalofover1.5billionpesosinrevenue.ReadmoreNote(s):Mexico;Q42022Source(s):CIU;Varioussources(serviceproviders)MarketshareofmobiletelephonyinMexicoin1stquarter2023,byproviderMobiletelephonymarketshareinMexico2023,byprovider70%59.6%60%50%40%30%20%10%0%16.9%15.5%AT&T7.9%OMVAméricaMóvil(Telcel)TelefónicaMovistar22Description:Inthefirstquarterof2023,mobiletelephonyrevenuesinMexicoweremostlygeneratedbyTelcelcustomers,responsiblefor59.6percentofthemarket'srevenues.TelefónicaMovistarrankedsecond,accountingfora16.9percentshare,followedbyAT&Twith15.5percent.ReadmoreNote(s):Mexico;Q12023;EstimatesSource(s):CIU;Varioussources(serviceproviders);XatakaMéxicoMarketshareofwirelessoperatorsinMexicoin4thquarter2022,bysubscribersMarketshareofwirelessoperatorsinMexico2022,bysubscribers70%62%60%50%40%30%20%10%17%16%0%Telcel(AméricaMóvil)Movistar(Telefónica)AT&T23Description:Inthefourthquarterof2022,Telcel,ownedbyAméricaMóvil,helda62percentshareofwirelesssubscribersinMexico.In2021,therewereapproximately125.8millionmobilesubscriptionsintheNorthAmericancountry.

ReadmoreNote(s):Mexico;Q42022Source(s):AmericanTower;VarioussourcesDistributionofmobilebroadbandmarketinMexicoin2021,bycompanyShareofmobilebroadbandmarketinMexico2021,bycompany70%63.37%60%50%40%30%18.24%20%10%0%15.89%AT&T2.53%OtherAméricaMóvilTelefónica24Description:In2021,AméricaMóvilcontrolledover63percentofthemobilebroadbandmarketinMexico,basedonthenumberofsubscriptions.TelefónicaandAT&Tfollowed,witharound18percentand15percentoftheMexicanmobilebroadbandmarket,respectively.ReadmoreNote(s):Mexico;2021;BasedonnumberofsubscriptionsSource(s):InstitutoFederaldeTelecomunicaciones(Mexico);Varioussources(serviceproviders)CHAPTER

05ConsumptionNumberofmobilephoneusersinMexicofrom2009to2022(inmillions)MobilephoneusersinMexico2009-202210093.891.787.2908070605040302010085.581.981.0379.677.7167.2965.6760.9655.7248.5742.22009201020112012201320142015201620172018201920202021202226Description:In2022,thenumberofmobilephoneusersinMexicoamountedtonearly94millions,upfromapproximately42millionusersbackin2009.In2022,therewerealsomorethan97millioninternetusersinMexico.

ReadmoreNote(s):Mexico;2009to2022Source(s):INEGIMobilephoneuserpenetrationrateinMexicofrom2015to2022MobilephoneuserpenetrationinMexico2015-202290%79.2%78.3%80%70%60%50%40%30%20%10%0%74.9%75.1%73.6%73.3%72.1%71.5%2015201620172018201920202021202227Description:In2022,79.2percentofhouseholdsinMexicoownedamobilephone.Althoughduetoachangeinmethodology,thisfigureisnotcomparabletopreviousyears,thepenetrationofthesedevicesinMexicanhouseholdsincreasedbyalmosteightpercentagepointssince2015.ReadmoreNote(s):Mexico;2015to2022;*Figurespriorto2020weretakenfromthesurveyentitled"EncuestaNacionalsobreDisponibilidadyUsodeTecnologíasdelaInformaciónenlosHogares(ENDUTIH)"whichwassuspendedbytheMexican[...]

ReadmoreSource(s):INEGINumberofmobileinternetusersinMexicofrom2019to2028(inmillions)MobileinternetusersinMexico2019-2028140115.37120100806040200114.48113.55112.58111.57110.52109.44108.43107.44106.2720192020202120222023*2024*2025*2026*2027*2028*28Description:ThenumberofmobileinternetusersinMexicowasforecasttocontinuouslyincreasebetween2024and2028byintotal4.9millionusers(+4.43percent).Aftertheninthconsecutiveincreasingyear,thenumberofusersisestimatedtoreach115.37millionusersandthereforeanewpeakin2028.Notably,thenumberofmobileinternetusersofwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Mexico;2019to2028;*ForecastReadmoreSource(s):AverageexpenditurepersmartphoneinMexicobetween2ndquarter2016and3rdquarter2022(inMexicanpesos)AverageexpenditurepersmartphoneinMexico2016-20225,0004,5004,5014,3714,3284,2974,1844,0584,0003,5003,0002,5002,0001,5001,0005003,7853,6943,5443,4293,3033,1542,8162,6560Q2'16Q4'16Q2'17Q4'17Q2'18Q4'18Q2'19Q4'19Q2'20Q4'20Q2'21Q4'21Q2'22Q3'2229Description:Inthethirdquarterof2022,theaverageexpenditurepersmartphoneinMexicowasaround4,501Mexicanpesos,upfrom2,656Mexicanpesosreportedattheendofthesecondquarterof2016.By2028,itisanticipatedthatapproximately90percentoftheMexicanpopulationwillusesmartphones.ReadmoreNote(s):Mexico;Q22016toQ32022Source(s):CIUAveragereplacementcyclelengthofsmartphonesinMexicobetween2ndquarter2016and3rdquarter2022(inmonths)ReplacementcyclelengthofsmartphonesinMexico2016-20223026.125.925.725.324.124.224.225201510523.823.623.622.722.322.122.10Q2'16Q4'16Q2'17Q4'17Q2'18Q4'18Q2'19Q4'19Q2'20Q4'20Q2'21Q4'21Q2'22Q3'2230/statistics/1201084/replacement-cycle-length-of-smartphones-mexicoInthethirdquarterof2022,theaveragelifespan,alsoknownasthereplacementcyclelength,ofsmartphonesinMexicowas25.7months.Duringthissameperiod,theaveragesmartphoneexpenditureinMexicowasofaround4,501Mexicanpesos.ReadmoreNote(s):Mexico;Q22016toQ32022Source(s):CIUMostpopularsocialmediaplatformsinMexicoasof3rdquarter2022,byusagereachLeadingsocialmediaplatformsinMexico2022,byreachShareofrespondents40%

50%0%10%20%30%60%70%80%90%100%FacebookWhatsAppFacebookMessengerInstagramTikTok92.9%92.2%80.3%79.4%73.6%Twitter53.7%TelegramPinterest44.5%42.3%SnapchatLinkedInSkypeiMessageDiscord29.3%20.9%18.6%15.6%12.9%12.3%RedditTumblr7.1%31Description:Asofthethirdquarterof2022,FacebookandWhatsAppwerethemostusedsocialmediaplatformsinMexico,reaching92.9percentand92.2percentofthecountry'sonlineaudiences.FacebookMessengerandInstagramfollowed,beingusedby80.3percentand79.4percentofMexicaninternetuserseach.TikTokwasaccessedbyaround73.6,whileTwitter,Telegram,andPinterestaccountedforsmallershares.

ReadmoreNote(s):Mexico;Q32022;16-64years;internetuserswhouseplatformeachmonthSource(s):DataReportal;GWI;Meltwater;WeAreSocialCHAPTER

06Specialfocus:NetworktechnologiesShareof5GinmobileconnectionsinLatinAmericain2030,bycountryShareof5GmobileconnectionsinLatinAmerica2030,bycountry90%77%80%70%60%50%40%30%20%10%0%68%65%62%61%55%54%48%48%44%37%35%29%25%24%15%13%11%33Description:By2030,Brazilisexpectedtohavethehighestshareof5GmobileconnectionsinLatinAmerica,withthetechnologyaccountingfor77percentoftotalmobileconnectionsinthecountry.ChileandUruguayfollowedwitha68and65percentshare,respectively.ReadmoreNote(s):LAC;2022;Forecast;*ForecastReadmoreSource(s):GSMA;GSMAIntelligenceDistributionofmobilebroadbandtrafficinMexicoin2021versus2025,bytechnologyMobilebroadbandtrafficinMexico2021vs.2025,bytechnology2G3G4G5G60%55%49%50%40%30%20%10%0%42%30%14%8%1%1%20212025*34Description:Whilein2021onlylessthanonepercentofmobilebroadbandtrafficinMexicoused5Gtechnology,thisshareisexpectedtoreach14percentin2025.Thatyear,4Gtechnologyisforecasttoaccountfor55percentoftotalmobileconnectionsinthecountry,upfrom42percentin2021.ReadmoreNote(s):Mexico;2021to2022;*Forecast.ReadmoreSource(s):GSMA;GSMAIntelligenceNumberof5GnetworksinMexicoasofJune2023,byoperator5GnetworkdeploymentsinMexico2023,byoperator2.52.01.51111.00.50.0AT&TMexicoRadiomovilDipsa(Telcel)OperatorsTelefonicaMovilesMexico(Movistar)35/statistics/1315999/number-wireless-networks-operators-mexicoA