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市場調查報告書

墨西哥的通訊市場:通訊市場改革促進企業間競爭--America Movil和Televisa的首位爭奪

Mexico: ATandT and Televisa Emerge as Viable Challengers to Telmex's Leadership in the Telecom Services Market

出版商 Pyramid Research, Inc. 商品編碼 273658
出版日期 內容資訊 英文 38 Pages
商品交期: 最快1-2個工作天內
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墨西哥的通訊市場:通訊市場改革促進企業間競爭--America Movil和Televisa的首位爭奪 Mexico: ATandT and Televisa Emerge as Viable Challengers to Telmex's Leadership in the Telecom Services Market
出版日期: 2016年04月12日 內容資訊: 英文 38 Pages
簡介

新的通訊法案實施徹底改變墨西哥的通訊市場。現在America Movil和Televisa2間公司的市場競爭變得活躍,兩者的差距在這5年間縮小。儘管如此,行動通訊的普及率到2015年為止將達到100%。另一方面,收費電視市場也開始急速成長。

本報告提供墨西哥的通訊市場相關分析,整體市場趨勢,及法規環境,競爭趨勢,各部門的詳細趨勢,新技術·服務(WiMAX·網路電視·VoIP等)的引進趨勢等調查,並將結果概述為以下內容。

執行摘要

整體市場及各企業概況

  • 地區內的墨西哥市場地位
  • 經濟·人口動態·政治背景
  • 法規環境
  • 需求簡介
  • 服務演變
  • 競爭環境
  • 主要企業

各部門分析

  • 行動通訊服務
  • 固網通訊服務
  • 收費電視
  • 趨同

確認市場機會

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目錄
Product Code: TC0303MR

Summary

With revenue of US$21.5bn, or 1.9% of GDP, the telecom services market in Mexico was second only to Brazil in Latin America in 2015. Over the next five years, Pyramid Research expects Mexico's total market revenue to grow at a CAGR of 4.3% to reach $26.5bn in 2020, making it the fastest-growing market among Latin America's largest markets. Growth will be underpinned by the entry of new players and consolidation among existing operators, which will contribute to lower prices and enhanced geographic coverage, helping to increase Mexico's currently low penetration levels. We expect mobile data, fixed broadband Internet and pay-TV to be the main drivers of top line revenue growth over the 2016-2020 period.

Key Findings

  • Despite the government's claims that more than $10bn has been invested in Mexico's telecom industry since the new law went into effect, the overall impact on service revenue has thus far been muted. In local currency, telecom services growth over the past two years has been relatively flat, while in US dollars, the market is down 21.0% as a result of the devaluation of the Mexican peso.
  • Of an estimated $21.5bn in total service revenue, 46.3% came from voice services, both fixed and mobile, in 2015. Though voice remains the largest revenue generator, the service is under significant pressure given the combined impact of the elimination of long-distance tariffs, the application of asymmetric interconnection rates on America Movil, the elimination of international roaming and long-distance fees on North America-bound traffic, and rising competition, particularly from low-cost MVNOs.
  • In 2015 we saw companies take important steps to challenge America Movil's leadership. ATandT acquired mobile operators Iusacell and Nextel, giving it 8.0% of mobile subscriptions (and 18.0% of mobile services revenue). Televisa acquired cable operators Cablecom and Telecable, bringing its broadband Internet and pay-TV market shares to 18.6% and 60.4%, respectively. With competitive pressures rising, operators have announced ambitious investment plans for 2016-2018.
  • Pyramid Research expects MandA activity in Mexico and the US to continue in 2016, with Televisa, Movistar and ATandT all looking for assets in Mexico that can accelerate the availability of quad-play offerings as well as cross-border synergies. Potential targets include the Alestra/Axtel tie-up, Maxcom and Megacable. America Movil, for its part, may look for additional assets in the US to counter ATandT's expansion in Mexico.
  • Opportunities for equipment manufacturers and software providers will be plentiful in the near term. We expect the new 700MHz wholesale LTE network to represent one of the most attractive LTE equipment opportunities in Latin America in the near term, helping to explain why vendors such as Ericsson, Nokia and Huawei have expressed interest in participating in the tender. In addition to LTE deployments, operators will also be focusing on fiber-optic network buildout, SDN/NFV opportunities and the launch of IT and cloud-based services for enterprise customers.

Synopsis

"Mexico: ATandT and Televisa Emerge as Viable Challengers to Telmex's Leadership in the Telecom Services Market" provides an executive-level overview of the telecommunications market in Mexico today, with detailed forecasts of key indicators up to 2020. It delivers deep quantitative and qualitative insight into the Mexican telecom market, analyzing key trends, evaluating near-term opportunities and assessing risk factors, based on proprietary data from Pyramid Research's databases.

The Country Intelligence Report provides in-depth analysis of the following:

  • Regional context: telecom market size and trends in Mexico compared with other countries in the Latin American region.
  • Economic, demographic and political context in Mexico.
  • The regulatory environment and trends: a review of the regulatory setting and agenda for the next 18-24 months as well as relevant developments pertaining to national broadband plans and other infrastructure developments.
  • A demand profile: analysis as well as historical figures and forecasts of service revenue from the fixed telephony, broadband, mobile voice and mobile data segments.
  • Service evolution: a look at changes in the breakdown of overall revenue between the fixed and mobile sectors and between voice, data and video from 2013 to 2020.
  • The competitive landscape: an examination of key trends in competition and in the performance, revenue market shares and expected moves of service providers over the next 18-24 months.
  • In-depth sector analysis of fixed telephony, broadband, mobile voice and mobile data services: a quantitative analysis of service adoption trends by network technology and by operator, as well as of average revenue per line/subscription and service revenue through the end of the forecast period.
  • Main opportunities: this section details the near-term opportunities for operators, vendors and investors in the Mexican telecommunications market

Reasons To Buy

  • Gain in-depth analysis of current strategies and future trends of the Mexican telecommunications market, service providers and key opportunities in a concise format, to build proactive and profitable growth strategies.
  • Understand the factors behind ongoing and upcoming trends in the Mexican communications, fixed telephony and broadband markets, including the evolution of service provider market shares, to align product offerings and strategies to meet customers' demand.
  • Leverage the graphical information (more than 20 charts and tables in the report based on the Pyramid Research forecast products), to gain an overview of Mexico's telecom market.
  • Analysis of key telecom players in the markets and major business strategies being adopted by them, to identify the opportunities to improve market share.
  • Explore novel opportunities to align your product strategies and offerings to meet the requirements and succeed in the challenging telecommunications market in Mexico.

Table of Contents

  • Executive summary
  • Market and competitor overview
  • Regional context
  • Economic, demographic and political context
  • Regulatory environment
  • Demand profile
  • Service evolution
  • Competitive landscape
  • Major market players
  • Segment analysis
  • Mobile services
  • Fixed services
  • Pay-TV
  • Identifying opportunities
  • Overall market opportunities

List of Tables

  • Mexico telecom market size and growth prospects in a regional context, 2015A
  • Country indicators
  • Regulatory structure and policy
  • Major telecommunications policy issues
  • Mexico communications market revenue , 2013-2020, US$
  • Segment revenue CAGRs, 2015-2020, US$
  • Segment revenues 2013-2020
  • Service revenue mix: voice, data and video, 2015, 2020
  • Service revenue mix: fixed and mobile, 2015, 2020
  • Service revenue by operator, 2015
  • Key telecom market players
  • Major telecommunications market players
  • Mobile subscriptions and penetration, 2013-2020
  • Key mobile market indicators, 2015
  • Mobile data revenue mix, 2015, 2020
  • Total mobile ARPS; data percentage of total mobile ARPS, 2013-2020
  • Mobile market shares by subscriptions, 2013-2020
  • Mobile subscriptions by technology family, 2013-2020
  • Fixed-line penetration of population, 2013-2020
  • Key fixed market indicators, 2015
  • Fixed voice revenue, 2013-2020
  • Internet revenue, 2013-2020
  • Fixed market shares by service, 2015
  • Fixed access lines by technology, 2015, 2020
  • Pay-TV subscriptions by technology, 2013-2020
  • Opportunities in the Mexican telecommunications market

List of Figures

  • Mexico telecom market size and growth prospects in a regional context, 2015A
  • Country indicators
  • Regulatory structure and policy
  • Major telecommunications policy issues
  • Mexico communications market revenue , 2013-2020, US$
  • Segment revenue CAGRs, 2015-2020, US$
  • Segment revenues 2013-2020
  • Service revenue mix: voice, data and video, 2015, 2020
  • Service revenue mix: fixed and mobile, 2015, 2020
  • Service revenue by operator, 2015
  • Key telecom market players
  • Major telecommunications market players
  • Mobile subscriptions and penetration, 2013-2020
  • Key mobile market indicators, 2015
  • Mobile data revenue mix, 2015, 2020
  • Total mobile ARPS; data percentage of total mobile ARPS, 2013-2020
  • Mobile market shares by subscriptions, 2013-2020
  • Mobile subscriptions by technology family, 2013-2020
  • Fixed-line penetration of population, 2013-2020
  • Key fixed market indicators, 2015
  • Fixed voice revenue, 2013-2020
  • Internet revenue, 2013-2020
  • Fixed market shares by service, 2015
  • Fixed access lines by technology, 2015, 2020
  • Pay-TV subscriptions by technology, 2013-2020
  • Opportunities in the Mexican telecommunications market
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