南美的通訊產業 (季度更新報告)

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

Key View:

Latin America's telecommunications markets are at different stages of development. As we see the fall of fixed voice subscriptions across almost all of the region, the new focus for revenue is on 4G and LTE services. Operators continue to become more competitive through M&A activity and price wars, as opportunities for organic growth fade. We believe the introduction of advanced services will come in the form of converged services and bundling, as operators try sway consumers to more profitable post-paid plans and leverage investment into mobile and fixed broadband. Although there is an opportunity to introducing 5G, we predict to see this only happening from 2021/2022, as macroeconomic conditions remain very volatile and infrastructure remains inadequate.

Table of Contents

• Key View
• Industry Forecast
• Industry Risk/Reward Index
• Economic Headwinds Stifle Latin America Telecoms Risk/Reward Evolution
• Industry Trend Analysis
• Limited Opportunities Await Virgin In Ecuador's Mobile Market
• Latin American Spectrum Auction Round-Up: Industry Risks Remain Elevated
• Quick View: AT&T Puerto Rico Buyout Fits Liberty's Expansion Strategy
• Vivo's Fibre Franchising Strategy To Boost Brazil's Premium Broadband Market
• Global Company Strategy
• America Movil: Focus Shifts To Fixed Services
• Telefonica: Rationalising Network Presence, Playing To Service Strengths
• Telecommunications Glossary
• Telecommunications Methodology