表紙
年間契約型資訊服務

南美的通訊產業 (季度更新報告)

Latin America Telecommunications

出版商 Fitch Solutions, Inc. 商品編碼 360976
出版日期 年間契約型資訊服務 內容資訊 英文 48 Pages
價格
南美的通訊產業 (季度更新報告) Latin America Telecommunications
出版日期: 年間契約型資訊服務內容資訊: 英文 48 Pages
簡介

本報告提供南美各國的通訊產業相關分析,提供您地區整體今後5年的產業規模動向估計,再彙整產業的課題 (風險) 和未來性的商機 (利潤) 之相關評估,各國市場現況·未來展望的詳細分析,以及主要企業簡介·產業策略·業績等資訊。

BMI產業分析

  • 南美市場

產業預測

  • 南美市場
  • 最新趨勢
  • 結構性的趨勢

產業的風險/利潤·等級

  • 南美的風險/利潤指標

市場概要

  • 行動付款:南美行動市場上最大的市場機會
  • Telefonica:M2M安全·解決方案所需的兩岔式策略
  • DirecTV:接受其他公司的挑戰

企業簡介

  • Millicom International Cellular
    • 策略
    • 相關分析
  • America Movil

用語一覽

分析方法

  • 產業預測技術
  • 資訊來源
  • 風險/利潤指標的分析方法
目錄
Product Code: SSL01_20201001

Key View: Despite its considerable investment potential due to low levels of connectivity in rural and economically disadvantaged areas, Latin America will continue to be challenging for telecoms players in the long term. We have introduced 5G forecasts to 2029 in the Q420 update. The business case for 5G has been undermined by intense price competition for 'good enough' 3G/4G services, so telcos must look to the enterprise sector to justify investment in new technologies. Broadband connectivity must also become more than about delivering faster streaming content, and a doubling-down on fibre deployment is a welcome first step in a fresh approach. However, traditional telcos are capital-intensive and unsustainable in the long term; before the decade is out, we can expect to see surviving players reinvent themselves as service providers, leaving infrastructure to a new breed of specialised providers.

Table of Contents

  • Key View
  • Latin America Telecommunications Covid-19 Impact
  • Industry Forecast
  • Industry Risk/Reward Index
  • Telecoms' Resilience Keeps Risk/Reward Index Buoyant But Structural Changes Needed
  • Industry Trend Analysis
  • Quick View: Positive Outcome For Converged Services As Liberty Buys Telefonica Costa Rica
  • Spectrum Policy Changes: Opportunities And Risks For Chile's Operators
  • Covid-19 Lockdowns To Accelerate E-Commerce Development In Latin America
  • Huawei's Economic Importance Means Brazil 5G Ban Not A Foregone Conclusion
  • WOM TV A Useful Driver For FTTH Investment, But Consumer Trends Point To Dual-Play
  • Global Company Strategy
  • AT&T: Turn To Streaming A Big Bet To Support Converged Strategy
  • America Movil: Post-Covid Focus To Be On 5G, Fibre
  • Telecommunications Glossary
  • Telecommunications Methodology