南美行動產業商機、市場、預測：2008年至2013年

This report provides on in-depth analysis of six major countries within South America as well as the region as a whole.The countries examined in this key regional study are Argentina, Brazil, Chile, Columbia, Mexico and Peru. For each country, operator performance, operator market share and the latest developments in 3G and WiMAX spectrum licensing are analyzed. The report presents market data projections until 2013 for overall service revenue, data revenues, service ARPU and data ARPU, along with subscriber growth by both pre-paid and contract (postpaid) sectors.

This South American study also provides an essential overview of the key market drivers of mobile service revenue, including regional revenue forecasts for mobile entertainment, mobile advertising, mobile financial services and mobile ticketing.

Crucially this report also investigates and analyses the key players within this emerging region.

• What is the current and future value of mobile services within South America'
• What are the opportunities for subscriber growth across key South American markets
• Who are the leading players within the South American mobile market and what are their prospects for the future
• What is the state of 3G licensing and network deployment in the region
• Which countries are generating the highest levels of data ARPU?
• Which mobile entertainment services are likely to generate the highest revenues across the region?

• A unique source of research and analysis for the South American mobile market place including technologies, market characteristics and forecasts.
• Practical analysis of emerging opportunities for vendors & operators.
• Unique insights: Includes interviews with leading industry players who have significant experience in South American mobile markets.
• Benefit from fresh thinking and intelligent market assessment from a respected thought leader

Glossary

• 1.1 Market Summary
  • Figure 1.1 South America, Regional Subscriber Base (m) by Country 2003-2007
  • Table 1.1 South America, Regional Subscriber Base (m) by Country (Brazil, Argentina, Chile, Mexico, Colombia, Peru, Other) and Regional Penetration 2003-2007
• 1.2 Market Background
  • 1.2.1 Leading Mobile Players
    • Table 1.2: Leading Mobile Players, December 2007
    • Figure 1.2: South American Market, Leading Player Market Share, By Subscribers 2007
    • Figure 1.3: South American Market, Leading Player Market Share, By Service Revenues 2007
    • Table 1.3: South American Market, Leading Play (% ) 2007
• 1.3 Regional Forecasts
  • 1.3.1 Subscriber Growth
    • Figure 1.4: South America, Mobile Subscriber Growth (m) by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
    • Table 1.4: South America, Mobile Subscriber Growth (m) by Key Country (Brazil, Argentina, Chile, Mexico, Colombia, Peru, Other) 2008-2013
    • i. Subscriber Mix
      • Figure 1.5: South America, Prepaid/Contract Subscriber Growth (m) 2008-2013
      • Table 1.5: South America, Prepaid/Contract Subscriber Growth (m) 2008-2013
    • ii. 3G Adoption
      • Figure 1.6: South America, Subscriber Growth by 2G/3G Adoption 2008-2013
      • Table 1.6: South America, Subscriber Growth by 2G/3G Adoption 2008-2013
    • iii. Mobile WiMAX Adoption
      • Figure 1.7: South America, Mobile WiMAX Subscriber Growth (m) by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
      • Table 1.7: South America, Mobile WiMAX Subscriber Growth (m) by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
  • 1.3.2 Mobile ARPU
    • Figure 1.8: South America, Regional ARPU Forecasts ($) by Data/Voice 2008-2013
    • Table 1.8: South America, Regional ARPU Forecasts ($) by Voice/Data 2008-2013
  • 1.3.3 Revenue Forecasts
    • i. Service Revenues
      • Figure 1.9: South America, Operator-Billed Service Revenue ($m) by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
      • Table 1.9: South America, Operator-Billed Service Revenue ($m) by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
    • ii. Voice Revenues
      • Figure 1.10: South America, Operator-Billed Voice Revenues ($m) by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
      • Table 1.10: South America, Operator-Billed Voice Revenues ($m) by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
    • iii. Data Revenues
      • Figure 1.11: South America, Operator-Billed Data Revenues ($m), by Key Country(Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
      • Table 1.11: South America, Operator-Billed Data Revenues ($m), by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
    • iv. Mobile WiMAX Revenues
      • Figure 1.12: South America, Mobile WiMAX Revenues ($m), by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013
      • Table 1.12 South America, Mobile WiMAX Revenues ($m), by Key Country (Brazil, Argentina, Chile, Mexico, Columbia, Peru, Other) 2008-2013

• 2.1 Market Background
  • Table 2.1: Argentina - Key, Social, Economic and Telecoms Indicators
  • Table 2.2: Leading Mobile Players, Operators and their Owners
• 2.2 Market Overview to 2007.
  • 2.2.1 Prepaid & Postpaid Subscribers
    • Figure 2.1: Argentinean Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
    • Table 2.3: Argentinean Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
  • 2.2.2 Operator Market Share
    • Figure 2.2: Argentinean Mobile Market, Operator Market Share (% ) December 2007
    • Table 2.4: Argentinean Mobile Market, Operator Market Share (% ) and Subscribers (m) December 2007
  • 2.2.3 Operator ARPUs & Revenues
    • Table 2.5: Argentinean Mobile ARPUs by Operator 2006-2007
    • Table 2.6: Argentinean Operator Billed Revenue (Total & Non-Voice) and ARPU 2006-2007
  • 2.2.4 Licensing Developments
  • 2.2.5 3G Services
• 2.3 Market Forecasts
  • 2.3.1 Subscribers
    • Table 2.7: Argentinean Mobile Subscribers: Total Subscribers (m) & Penetration (% ) 2008- 2013
    • Table 2.8: Argentinean Prepaid & Postpaid Subscribers (m and % ) 2008-2013
    • Table 2.9: Argentinean Total 3G Subscribers (m) & as Percentage of Total User Base 2008- 2013
  • 2.3.2 Operator Revenues & ARPU
    • Table 2.10: Argentinean Operator Billed Mobile Revenues ($m) Split by Total Service Revenues & Non-Voice Revenues 2008-2013
    • Table 2.11: Argentinean Operator Billed ARPU ($) Split by Total ARPU & Non-Voice ARPU 2008-2013

• 3.1 Market Background
  • Table 3.1: Brazil - Key Social, Economic and Telecoms Indicators
  • Table 3.2: Leading Mobile Players, Operating Subsidiaries and Regional Coverage
• 3.2 Market Overview to 2007
  • 3.2.1 Prepaid & Postpaid Subscribers
    • Figure 3.1: Brazilian Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
    • Table 3.3: Brazilian Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
  • 3.2.2 Subscribers by Technology
    • Figure 3.2: Brazilian Mobile Subscriber Base (m) By Technology (GSM, CDMA, TDMA, iDEN , AMPS) 2003-2007
    • Table 3.4: Brazilian Mobile Subscriber Base (m), By Technology (GSM, CDMA, TDMA, iDEN , AMPS) 2003-2007
  • 3.2.3 Operator ARPUs & Revenues
    • Figure 3.3: Brazilian Mobile Market, Operator Market Share (% ) 2003-2007
    • Table 3.5: Brazilian Mobile Market, Operator Market Share (% ) and Subscribers (m) 2003- 2007
    • Table 3.6: Brazilian Mobile ARPUs by Operator 2006-2007
    • Table 3.7: Brazilian Operator-Billed Total and Non Voice Revenue and ARPU, 2006-2007
  • 3.2.4 Mergers & Acquisitions
  • 3.2.5 3G Licensing
    • Table 3.8: Brazilian 3G Licence Awards by Region, Licensee and Bid
    • Table 3.9: Brazilian 3G Licence Awards, by Operator, Area and Bid
  • 3.2.6 Mobile WiMAX
• 3.3 Market Forecasts
  • 3.3.1 Subscribers
    • Table 3.10: Brazilian Mobile Subscribers: Total Subscribers (m) and Penetration (% ) 2008- 2013
    • Table 3.11: Brazilian Prepaid & Postpaid Subscribers (m and % ) 2008-2013
    • Table 3.12: Brazilian Total 3G Subscribers (m) & as Percentage of Total User Base 2008- 2013
  • 3.3.2 Operator Revenues & ARPU
    • Table 3.13: Brazilian Operator Billed Mobile Revenues ($m) & Non-Voice Revenues ($m) 2008-2013
    • Table 3.14 Brazilian Operator Billed ARPU ($) & Non-Voice ARPU ($) 2008-2013

• 4.1 Market Background
  • Table 4.1: Chile - Key Social, Economic and Telecoms Indicators
  • Table 4.2: Leading Mobile Operators and their Ownership
• 4.2 Market Overview to 2007.
  • 4.2.1 Prepaid & Postpaid Subscribers
    • Figure 4.1: Chilean Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003 -2007
    • Table 4.3: Chilean Mobile Subscriber Growth (m), Split by Prepaid and Postpaid Users 2003-2007
  • 4.2.2 Operator Market Share
    • Figure 4.2: Chilean Mobile Market, Operator Market Share (% ) December 2007
    • Table 4.4: Chilean Mobile Market, Operator Market Share (% ) and Subscribers (m) December 2007
  • 4.2.3 Operator ARPUs & Revenues
    • Table 4.5: Chilean Mobile ARPUs by Operator 2006-2007
    • Table 4.6: Chilean Operator Billed Revenue (Total and Non-Voice) and ARPU (Total and Non-Voice) 2006-2007
  • 4.2.4 3G Services
  • 4.2.2 MVNO Licensing
  • 4.2.3 Mobile WiMAX
• 4.3 Market Forecasts
  • 4.3.1 Subscribers
    • Table 4.7: Chilean Mobile Subscribers: Total Subscribers (m) and Penetration (% ) 2008- 2013
    • Table 4.8: Chilean Prepaid & Postpaid Subscribers (m and % ) 2008-2013
    • Table 4.9: Chiliean Total 3G Subscribers (m) & as Percentage of Total User Base 2008-2013
  • 4.3.2 Operator Revenues & ARPU
    • Table 4.10: Chilean Operator Billed Mobile Revenues ($m) & Non-Voice Revenues ($m) 2008-2013
    • Table 411: Chilean Operator Billed ARPU ($) & Non-Voice ARPU ($) 2008-2013

• 5.1 Market Background
  • Table 5.1: Colombia - Key Social, Economic and Telecoms Indicators
  • Table 5.2: Leading Mobile Operators and Ownership
• 5.2 Market Overview to 2007.
  • 5.2.1 Prepaid & Postpaid Subscribers
    • Figure 5.1: Colombian Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
    • Table 5.3: Colombian Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
    • Figure 5.2: Colombian Mobile Market, Operator Market Share (% ) December 2007
    • Table 5.4: Colombian Mobile Market Operator Market Share (% ) and Subscribers (m) December 2007
  • 5.2.3 Operator ARPUs & Revenues
    • Table 5.5: Colombian Mobile ARPUs by Operator, 2006-2007
    • Table 5.6: Colombian Operator Billed Revenue (Total & Non-Voice) & ARPU (Total & Non-Voice) 2006-2007
  • 5.2.4 3G Deployments
  • 5.2.5 2G Network Expansion
  • 5.2.6 Regulatory Developments
• 5.3 Market Forecasts
  • 5.3.1 Subscribers
    • Table 5.7: Colombian Mobile Subscribers: Total Subscribers (m) and Penetration (% ) 2008- 2013
    • Table 5.8: Colombian Prepaid & Postpaid Subscribers (m and % ) 2008-2013
    • Table 5.9: Colombian Total 3G Subscribers (m) & as Percentage of Total User Base 2008- 2013
  • 5.3.2 Operator Revenues & ARPU
    • Table 5.10: Colombia Operator Billed Mobile Revenues ($m) & Non-Voice Revenues 2008- 2013
    • Table 5.11: Colombian Operator Billed ARPU ($) & Non-Voice ARPU ($) 2008-2013

• 6.1 Market Background
  • Table 6.1: mexico - Key Social, Economic and Telecoms Indicators
  • Table 6.2: Leading Mobile Operators and their Ownership
• 6.2 Market Overview to 2007
  • 6.2.1 Prepaid & Postpaid Subscribers
    • Figure 6.1: Mexican Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
    • Table 6.3: Mexican Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
  • 6.2.2 Operator Market Share
    • Figure 6.2: Mexican Mobile Market, Operator Market Share (% ) December 2007
    • Table 6.4: Mexican Mobile Market, Operator Market Share (% ) and Market Share (m) December 2007
  • 6.2.3 Operator ARPUs & Revenues
    • Table 6.5: Mexican Mobile ARPUs by Operator 2006-2007
    • Table 6.6: Mexican Operator Billed Revenue (Total and Non-voice) and ARPU (Total and Non-Voice) 2006-2007
  • 6.2.4 Mergers and Acquisitions
  • 6.2.5 3G Services
  • 6.2.6 Mobile WiMAX
• 6.3 Market Forecasts
  • 6.3.1 Subscribers
    • Table 6.7: Mexican Mobile Subscribers: Total Subscribers (m) and Penetration (% ) 2008- 2013
    • Table 6.8: Mexican Prepaid & Postpaid Subscribers (m and % ) 2008-2013
    • Table 6.9: Mexican Total 3G Subscribers (m) & as Percentage of Total User Base 2008-2013
  • 6.3.2 Operator Revenues & ARPU
    • Table 6.10: Mexican Operator Billed Mobile Revenues ($m) & Non-Voice Revenues ($m) 2008-2013
    • Table 6.11: Mexican Operator Billed ARPU ($) & Non-Voice ARPU ($) 2008-2013

• 7.1 Market Background
  • Table 7.1: Peru - Key Social, Economic and Telecoms Indicators
  • Table 7.2: Leading Mobile Operators and their Ownership
• 7.2 Market Overview to 2007.
  • Figure 7.1: Peruvian Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
  • Table 7.3: Peruvian Mobile Subscriber Growth (m) Split by Prepaid and Postpaid Users 2003-2007
  • 7.2.2 Operator Market Shares
    • Figure 7.2: Peruvian Mobile Market Operator Market Share (% ) December 2007
    • Table 7.4: Peruvian Mobile Market Operator Market Share (% ) and Subscribers (m) December 2007
  • 7.2.3 Operator ARPUs & Revenues
    • Table 7.5: Peruvian Mobile ARPUs by Operator 2006-2007
    • Figure 7.3: Peruvian Annual SMS Volumes and Monthly Usage 2004-2007
    • Table 7.6: Peruvian Annual SMS Volumes (m) and Monthly Usage (m) 2004-2007
    • Table 7.7: Peruvian Operator Billed Revenues (Total and Non-Voice) and ARPU (Total and Non-Voice) 2006-2007
  • 7.2.1 3G Networks
  • 7.2.2 Spectrum Auctions
• 7.3 Market Forecasts
  • 7.3.1 Subscribers
    • Table 7.8: Peruvian Mobile Subscribers: Total Subscribers (m) and Penetration (% ) 2008- 2013
    • Table 7.9: Peruvian Prepaid & Postpaid Subscribers (m and % ) 2008-2013
    • Table 7.10: Peruvian Total 3G Subscribers (m) & as Percentage of Total User Base 2008- 2013
  • 7.3.2 Operator Revenues & ARPUs
    • Table 7.11: Peruvian Operator Billed Mobile Revenues ($m) & Non-Voice Revenues ($m) 2008-2013
    • Table 7.12: Peruvian Operator Billed ARPU ($) & Non-Voice ARPU ($) 2008-2013

• 8.1 Mobile Advertising
  • Figure 8.1: South American Mobile AdSpend ($m) Split by the 7 Key Delivery Channels (Idle Screen, On Portal, Mobile Internet, In-Content D ownload Advertising, Mobile TV, MMS, SMS) 2008-2013
  • Table 8.1: South American Mobile AdSpend ($m) Split by the 7 Key Delivery Channels (Idle Screen, On Portal, Mobile Internet, In-Content Download Advertising, Mobile TV, MMS, SMS) 2008-2013
• 8.2 Mobile Entertainment Services
  • Figure 8.2: South American Revenues ($m) from Mobile Entertainment by 7 Key Applications (Infotainment, UGC, Mobile TV, Music, Games, Adult, Gambling) 2008-2012
  • Table 8.2: South American Revenues ($m) from Mobile Entertainment by 7 Key Applications (Infotainment, UGC, Mobile TV, Music, Games, Adult, Gambling) 2008-2012
• 8.3 Mobile Financial Services
  • Figure 8.3: South American Value of Mobile Financial Services Transactions ($m) Split by Payments and Banking 2008-2011
  • Table 8.3: South American Value of Mobile Financial Services Transactions ($m) Split by Payments and Banking 2008-2011
• 8.4 Mobile Ticketing and Coupons
  • Figure 8.4: South American Value of Mobile Ticketing ($m) and Mobile Coupons ($m) 2008-2011
  • Table 8.4: South American Value of Mobile Ticketing ($m) and Mobile Coupons ($m) 2008- 2011