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

BMI View: Regulation and fragmentation are the main barriers to growth in the Latin America telecoms market, where there are significant opportunities for investment. In terms of market development, markets are in different stages and so pursuing different goals. Even the more mature markets in the region like Chile and Brazil can face economic and political difficulties that can affect levels of investment. Innovative advanced services like video, IoT services and fintech are very attractive targets for investment, but advanced networks need to be in place for this. Essentially, investors are faced with low-return investments so that more lucrative investments may be unlocked. Telefónica is ahead of the curve on this, with Claro and Tigo playing catch-up.

Table of Contents

BMI Industry View

Industry Forecast

• Latin America (Region) - Saturation In Legacy Services Will Demand Market Deepening Strategies
  • Latest Updates
  • Structural Trends
    • Table: Telecoms Sector - Historical Data & Forecasts (Latin America 2015-2021)

Industry Risk/Reward Index

• Latin America Industry Risk Reward Index
• Table: Latin America Telecoms Risk/Reward Index, Q118

Market Overview

• Latin America - Regulation, Partners And Infrastructure Key To MVNOs' LatAm Success
• Advanced, Unsaturated Markets Best For MVNO Uptake
• Weak Regulatory Frameworks Hinder MVNO Entry
• Mexico - 2.5GHz Auction Limits To Curb Telcel's Dominance
• Argentina - Untested Regulator A Risk To Convergence Transition
• Colombia - Converged Regulator To Facilitate Wireline Consolidation
  • Table: Potential Breakthrough Into The Top Four Pack

Company Profile

• Global: Telefonica: Legacy Business Impacts On Digital Services Ambitions
  • Table: Dashboard

• Strategy
• Related Articles

Glossary

• Table: Glossary of Terms

Methodology

• Industry Forecast Methodology
• Sources
• Risk/Reward Index Methodology
  • Table: Risk/Reward Index Indicators
  • Table: Weighting Of Indicators