阿根廷电信行业市场前景及投资研究报告-培训课件外文版2024.5移动联通_第1页
阿根廷电信行业市场前景及投资研究报告-培训课件外文版2024.5移动联通_第2页
阿根廷电信行业市场前景及投资研究报告-培训课件外文版2024.5移动联通_第3页
阿根廷电信行业市场前景及投资研究报告-培训课件外文版2024.5移动联通_第4页
阿根廷电信行业市场前景及投资研究报告-培训课件外文版2024.5移动联通_第5页
已阅读5页,还剩32页未读 继续免费阅读

下载本文档

版权说明:本文档由用户提供并上传,收益归属内容提供方,若内容存在侵权,请进行举报或认领

文档简介

DIGITAL

&

TRENDSTelecomsinArgentinaCHAPTER

01OverviewRevenuegeneratedbymobileoperatorsinLatinAmericafrom2021to2025(inbillionU.S.dollars)MobileoperatorsrevenueinLatinAmerica2021-2025807073.670.767.96560.36050403020100202120222023*2024*2025*3Description:In2022,revenuegeneratedbymobileoperatorsinLatinAmericaamountedto65billionU.S.dollars.Totalrevenueisexpectedtoreacharound74billiondollarsby2025.

ReadmoreNote(s):LAC;2021to2022;*ForecastReadmoreSource(s):GSMAIntelligenceEconomiccontributionofthemobiletelecommunicationsinLatinAmericafrom2021to2025,bytype(inbillionU.S.dollars)EconomicvalueforecastofmobiletelcoservicesinLatinAmerica2021-2025DirectIndirectProductivity40035030025020015010050280275275275270206520652060206020550202120222023*2024*2025*4/statistics/1285703/latam-economic-value-forecast-of-mobile-ecosystemThemobiletelecommunicationssector'scontributiontoeconomicgrowthinLatinAmericaisforecasttoincreasefrom345billioneurosin2021to365billionU.S.dollarsin2025.Productivityrevenueaccountsforthemajorityofthiseconomicvalue.

ReadmoreNote(s):LAC;2021to2022;*ForecastReadmoreSource(s):GSMAIntelligenceTelecommunicationsindustryrevenueinArgentinafrom2020to2022(inbillionArgentinepesos)TelecommunicationsindustryrevenueinArgentina2020-20221,000900800700600500939.04552.24442.2740030020010002020202120225Description:In2022,therevenueofthetelecommunicationsindustryinArgentinaamountedto939billionArgentinepesos,upfrom553billionArgentinepesosthepreviousyear.Thesefluctuatingnumberscanbeexplainedbythecountry'shigh-inflationeconomyinrecentyears.InJanuary2023,theArgentinianConsumerPriceIndex(CPI)was99percenthigherthantheoneregisteredthesamemonthofthepreviousyear.

ReadmoreNote(s):Argentina;2020to2022Source(s):CICOMRAMobiletelephonyrevenueinArgentinafrom2013to2022(inbillionArgentinepesos)MobiletelephonyrevenueinArgentina2013-2022600500400300200503.02457.53307.34231.88166.692018138.542017107.68201685.952015100072.61201458.5620132019202020212022*6Description:FromJanuarytoSeptember2022,themobiletelephonysectorinArgentinageneratedarevenueworth457.53billionArgentinepesos.Therevenuegeneratedinthefirstthreequartersof2022washigherthanthetotalrevenuerecordedin2020.Thesehighnumberscanbeexplainedbythecountry'shigh-inflationeconomyinrecentyears.InJanuary2023,theArgentinianConsumerPriceIndex(CPI)was99percenthigherthantheoneregisteredthesamemonthofthepreviousyear.

ReadmoreNote(s):Argentina;2013to2022Source(s):ENACOMFixed-linetelephonyrevenueinArgentinafrom2013to2022(inbillionArgentinepesos)Argentina:fixed-linetelephonyrevenue2013-202212010080104.9398.1173.0360.15604035.2720182201201614.12201512.32201410.93201320192020202120227Description:Thefixed-linktelephonysegmentinArgentinapeakeditsrevenuein2021,atnearly105billionArgentinepesos.FromJanuarytoSeptember,2022,therevenueofthefixed-linetelephonysegmentinArgentinaalreadyamountedtonearly100billionArgentinepesos.Thesehighnumberscanbeexplainedbythecountry'shigh-inflationeconomyinrecentyears.InJanuary2023,theArgentinianConsumerPriceIndex(CPI)was99percenthigherthantheoneregisteredthesamemonthofthe[...]

ReadmoreNote(s):Argentina;2013to2022;*RevenuefromJanuarytoSeptember,2022Thesourcedoesnotprovideapublicationdate.Thedateprovidedinthedateofaccess.

ReadmoreSource(s):ENACOMFixed-lineinternetrevenueinArgentinafrom2013to2022(inbillionArgentinepesos)Argentina:fixed-lineinternetrevenue2013-202220018016014012010080182.97163.38127.5986.7759.5420186039.6720174026.87201620.1113.6820142009.42013201520192020202120228Description:Thefixed-lineinternetrevenueinArgentinaincreasedovertheperiodunderreview,reaching163.38billionArgentinepesos.AsofSeptember2022,thefixed-lineinternetrevenueinArgentinaalreadyamountedtoalmost183billionArgentinepesos.Thesehighnumberscanbeexplainedbythecountry'shigh-inflationeconomyinrecentyears.InJanuary2023,theArgentinianConsumerPriceIndex(CPI)was99percenthigherthantheoneregisteredthesamemonthofthepreviousyear.

ReadmoreNote(s):Argentina,CentralandSouthAmerica;2013to2022;*AsofSeptember2022.FigurescalculatedbySource(s):ENACOMbasedondataprovidedbythesource.Datapriorto2014wasretrievedfromanearlierrelease.Thesourcedoesnotprovidea[...]

ReadmoreCHAPTER

02MobileNumberofmobiletelephonylinesinArgentinafrom1stquarter2013to3rdquarter2022(inmillions)NumberofmobilephonelinesinArgentina2013-202280706050403020100Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3'13

'13

'13

'13

'14

'14

'14

'14

'15

'15

'15

'15

'16

'16

'16

'16

'17

'17

'17

'17

'18

'18

'18

'18

'19

'19

'19

'19

'20

'20

'20

'20

'21

'21

'21

'21

'22

'22

'2210/statistics/799831/argentina-number-mobile-phone-linesThenumberofmobiletelephonylinesvariatedinArgentinaovertheperiodunderconsideration.Sincethethirdquarterof2020,thenumberofmobilelineshasbeenslowlyincreasing,amountingto59.71millionlinesbythethirdquarterof2022.

ReadmoreNote(s):Argentina;Q12013toQ32022;IncludingprepaidandpostpaidmobilephonelinesSource(s):ENACOMNumberofmobiletelephonylinesinArgentinafrom2014to2022,byaccesstype(inmillions)NumberofmobiletelephonylinesinArgentina2014-2022,byaccesstypePrepaidPostpaid706050403020100Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3''14

'14

'14

'14

'15

'15

'15

'15

'16

'16

'16

'16

'17

'17

'17

'17

'18

'18

'18

'18

'19

'19

'19

'19

'20

'20

'20

'20

'21

'21

'21

'21

'22

'22

2211Description:Inthethirdquarterof2023,thenumberofprepaidmobiletelephonylinesinArgentinaamountedtoaround53.46million,downfrommorethan56millionlinesin2016.Meanwhile,thepostpaidmobiletelephonyinthethirdquarterof2022amountedto6.24million,upfrom6.18millioninthebeginningoftheyear.ReadmoreNote(s):Argentina;Q12014toQ32022Source(s):ENACOMNumberofmobilecellularsubscriptionsper100inhabitantsinArgentinafrom2000to2022Mobile-cellularsubscriptionsper100inhabitantsinArgentina2000-20221801601401201008060402002000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202212Description:In2022,therewerearound132.3mobilecellularsubscriptionsper100inhabitantsinArgentina,upfromaround121mobilesubscriptionsper100peoplein2020.Furthermore,accordingtothesource,over54.76millionmobilephonesubscriptionswereregisteredin2020inArgentina.ReadmoreNote(s):Argentina;2000to2022Source(s):ITU;WorldBankMedianmobileandfixedbroadbandinternetdownloadanduploadspeedsinArgentinaasofAugust2023(inMbps)Mobileandfixedbroadbandinternetdownload&uploadspeedinArgentina2023DownloadUpload8070605040302010068.6627.1126.077.68MobileFixedbroadband13/statistics/1175894/argentina-mobile-fixed-broadband-internet-download-upload-speedInAugust2023,fixedbroadbandinternetspeedinArgentinaexceededmobileintermsofdownloadanduploadspeeds.Inthatperiod,themedianfixedbroadbandinternetspeedfordownloadwas68.66Mbps,whiletheuploadspeedwas27.11Mbps.ReadmoreNote(s):Argentina;August2023Source(s):SpeedtestForecastnumberof5GmobileconnectionsinArgentinain2025and2030(inmillions)Argentina:forecastnumberof5Gmobileconnections2025-2030(inmillions)4035302520151034.75.7502025203014/statistics/1414951/forecast-number-of-5g-mobile-connections-in-argentinaAccordingtoa2023study,therewillbe5.7million5GmobileconnectionsinArgentinain2025.Thisnumberisexpectedtoincreaseto34.7million5Gmobileconnectionsby2030.5Gwirelessiscurrentlythemostadvancedmobilebroadbandtechnology.ReadmoreNote(s):Argentina,CentralandSouthAmerica;2023Source(s):GSMA;GSMAIntelligenceCHAPTER

03Fixed-lineNumberoffixedtelephonylinesinArgentinafrom1stquarter2014to3rdquarter2022(inmillions)NumberoffixedphonelinesinArgentina2014-202212108642016Description:Asofthethirdquarterof2022,Argentinahadover7.5millionfixedtelephonylines,makingitoneofthelowestvaluesrecordedovertheperiodunderconsideration.Bycontrast,Argentinaended2017withover10millionfixedtelephonylines.

ReadmoreNote(s):Q12014toQ32022;Includingresidential,commercial,govenrmental,andotherlandlinesSource(s):ENACOMNumberoffixedtelephonesubscriptionsper100inhabitantsinArgentinafrom2000to2022Numberoffixedtelephonesubscriptionsper100inhabitantsArgentina2000-20223025201510502000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202217Description:In2022,therewere16.73fixed-linetelephonesubscriptionsper100inhabitantsinArgentina,whichtranslatedinto7.62millionsubscriptions.ReadmoreNote(s):Argentina;2000to2022Source(s):ITUNumberoffixed-lineinternetsubscriptionsinArgentinafrom1stquarter2014to3rdquarter2022(inmillions)NumberoffixedinternetsubscriptionsinArgentina2013-2022121086420Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3'14

'14

'14

'14

'15

'15

'15

'15

'16

'16

'16

'16

'17

'17

'17

'17

'18

'18

'18

'18

'19

'19

'19

'19

'20

'20

'20

'20

'21

'21

'21

'21

'22

'22

'2218Description:ThenumberoffixedinternetsubscriptionsinArgentinahadasteadyincreasefrom2014to2022.Asofthe3rdquarterof2022,thenumberofsubscriptionspeakedatover11million.

ReadmoreNote(s):Argentina,CentralandSouthAmerica;Q12014toQ32022Source(s):ENACOMNumberoffixed-lineinternetsubscriptionsinArgentinafrom1stquarter2014to3rdquarter2022,bytype(in1,000s)NumberoffixedinternetsubscriptionsinArgentina2014-2022,bytypeBroadbandDial-up12,00010,0008,0006,0004,0002,0000Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3'14

'14

'14

'14

'15

'15

'15

'15

'16

'16

'16

'16

'17

'17

'17

'17

'18

'18

'18

'18

'19

'19

'19

'19

'20

'20

'20

'20

'21

'21

'21

'21

'22

'22

'2219Description:Sincethethirdquarterof2022,therehavebeenover11millionbroadbandfixed-lineinternetsubscriptionsinArgentina.Thenumberofdial-upconnectionshasalsoincreasedto12.86thousandconnectionsinthefourthquarterof2021,beforedecreasingslightlyto12.43thousandconnectionsinthethirdquarterof2022.ReadmoreNote(s):Argentina,CentralandSouthAmerica;Q12014toQ32022Source(s):ENACOMCHAPTER

04CompaniesRevenuegeneratedbyAméricaMóvilin2022,byregion(inbillionMexicanpesos)AméricaMóvilrevenue2022,byregionValueinbillionMexicanpesos100

1500MexicowirelessBrazil50200250300245.9170.9Europe106MexicofixedColombia10071.3AndeanRegionCentralAmericaCaribbean55.547.242.7138.72SouthernCone21Description:In2022,MexicowasthelargestmarketforAméricaMóvil,generatingnearly246billionMexicanpesosinrevenuewithwirelessoperationsandalmost100billionpesoswithfixed-lineoperations.Brazilfollowedwitharound171billionpesos.

ReadmoreNote(s):Worldwide;2022Source(s):AméricaMóvilRevenuegeneratedbyTelefónicainLatinAmericafrom2018to2022(inbillioneuros)RevenuegeneratedbyTelefónicainLatinAmerica2018-20222520.0719.69201510518.0115.3415.2702018201920202021202222Description:In2022,therevenueofTelefónica,S.A.inLatinAmericaamountedto18billioneuros.Thisrepresentedanincreasecomparedto2021andthehighestrevenuerecordedsince2019.Theresultsrefertothegroup'soperationsinArgentina,Brazil,Chile,Colombia,Ecuador,Mexico,Peru,Venezuela,andUruguay.OnDecember31,2019,TelefónicaCostaRicaandTelefónicaMóvilesElSalvadorwereclassifiedasheldforsale.Thecompanystandsamongtheleadingtelecommunication[...]

ReadmoreNote(s):LAC;2014to2022;ExcludesoperationsinCentralAmericaSource(s):TelefónicaLTEpenetrationrateamongTelefónicamobileaccessesinLatinAmericafrom2021to2022,bycountryTelefónicaLTEpenetrationinLatinAmerica2021-2022,bycountry20212022100%92.3%91.8%91.3%91%90.5%89.2%88.1%90%80%70%60%50%40%30%20%10%0%85.1%86.1%85.9%83.1%79.7%PeruArgentinaChileBrazilColombiaMexico23/statistics/1147637/latin-america-telefonica-lte-penetrationIn2022,over92percentofmobileaccessesprovidedbyTelefónicainPeruworkedwiththeLTEtechnology.Thatwasthehighestresultamongthecountrieswherethecompanyoperates.ThelowestsharewasreportedinMexico,at85.9percent.

ReadmoreNote(s):LAC;2021to2022Source(s):TelefónicaLeadingwirelessoperatorsinArgentinain4thquarter2022,bymarketshareMainwirelessoperatorsinArgentina2022,bymarketshare45%40%40%35%30%25%20%15%10%5%34%27%0%Claro(AmericaMóvil)TelecomPersonal(TelecomArgentina)Movistar(Telefonica)24Description:Inthefourthquarterof2022,Claro-amobilephonecompanyownedbyAméricaMóvil-concentrated40percentofallwirelesssubscriptionsinArgentina.TelecomArgentina`sPersonalandTelefónica`sMovistarfollowedwith34and27percentofmarketshare,respectively.ReadmoreNote(s):Argentina;Q42022Source(s):AmericanTower;VarioussourcesCHAPTER

05Specialfocus:TelecomArgentinaRevenuegeneratedbyTelecomArgentinafrom2020to2022(inbillionArgentinepesos)TelecomArgentinarevenue2020-20221,000886.769008007006005004003002001000828.83729.1820202021202226Description:In2022,TelecomArgentinagenerated729.18billionArgentinepesosinrevenue,correspondingtoapproximately4.12billionU.S.dollarsasofDecember2022.Thisrepresentedadecreasecompared2021and2020,whenrevenuereachedalmost829billionArgentinepesos(8.1billionU.S.dollars)and827billionArgentinepesos(10.5billionU.S.dollars),respectively.Theselargenumberscanbeexplainedbythecountry'shigh-inflationeconomyinrecentyears.InJanuary2023,the[...]

ReadmoreNote(s):Argentina;2020to2022;RestatedinthecurrentcurrencyasofDecember31,2022,toconsidertheeffectofinflationSource(s):TelecomArgentinaRevenuegeneratedbyTelecomArgentinawithmobileservicesfrom2021to2022(inbillionArgentinepesos)TelecomArgentina:mobileservicesrevenue2021-2022350313.87293.113002502001501005002021202227Description:In2022,TelecomArgentinageneratedover293billionArgentinepesoswithmobileservices.Thecompany'stotalrevenueamountedtoover729billionpesos.Thesehighnumberscanbeexplainedbythecountry'shigh-inflationeconomyinrecentyears.TelecomArgentinaisoneofthelargesttelecommunicationprovidersinLatinAmerica.ReadmoreNote(s):Argentina;2021to2022Source(s):TelecomArgentinaRevenuegeneratedbyTelecomArgentinawithfixed-linetelephonyanddataservicesfrom2021to2022(inbillionArgentinepesos)TelecomArgentina:fixed-linetelephonyrevenue2021-2022140120100806040200114.7989.022021202228Description:In2022,TelecomArgentinageneratedover89billionArgentinepesosinrevenuewithfixed-linetelephonyanddataservices.Thecompany'stotalrevenueamountedtoover729billionpesos.TelecomArgentinaisoneofthelargesttelecommunicationprovidersinLatinAmerica.ReadmoreNote(s):Argentina;2021to2022Source(s):TelecomArgentinaRevenuegeneratedbyTelecomArgentinawithinternetservicesfrom2021to2022(inbillionArgentinepesos)TelecomArgentina:internetservicesrevenue2021-2022200176.8118016014012010080161.7460402002021202229Description:ThisstatisticshowstherevenuegeneratedbyTelecomArgentinawithinternetservicesfrom2021to2022.In2022,thetelecommunicationsprovidergeneratedover161billionArgentinepesoswithinternetservices,downfromapproximately176billionpesosinthepreviousyear.Theselargenumberscanbeexplainedbythecountry'shigh-inflationeconomyinrecentyears.InJanuary2023,theArgentinianConsumerPriceIndex(CPI)was99percenthigherthantheoneregisteredthesame[...]

ReadmoreNote(s):Argentina;2021to2022Source(s):TelecomArgentinaNumberofmobilesubscribersofTelecomArgentinafrom2017to2021(inmillions)TelecomArgentina:numberofmobilesubscribers2017-20212522.1521.2620.720.6520.1320.242015105020172018201920202021202230Description:TelecomArgentinaisoneofthelargesttelecommunicationprovidersinLatinAmerica.In2022,TelecomArgentinahadslightlyover20millionmobilesubscribers.ReadmoreNote(s):Argentina;2017to2022Source(s):TelecomArgentinaCHAPTER

06ConsumptionMobileinternetusagepenetrationinArgentinafrom2019to2028MobileinternetusagereachinArgentina2019-2028100%87.99%87.07%90%80%70%60%50%40%30%20%10%0%86.05%84.9%83.61%82.13%80.42%78.36%75.76%72.26%201920202021202220232024202520262027202832Description:ThepopulationsharewithmobileinternetaccessinArgentinawasforecasttocontinuouslyincreasebetween2024and2028byintotal5.9percentagepoints.Aftertheninthconsecutiveincreasingyear,themobileinternetpenetrationisestimatedtoreach87.99percentandthereforeanewpeakin2028.Notably,thepopulationsharewithmobileinternetaccessofwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Argentina;2019to2028;*ForecastReadmoreSource(s):ShareofwebtrafficinArgentinainDecember2023,bydeviceArgentina:webtrafficshare2023,bydevice70%62.68%60%50%40%30%20%10%0%36.63%0.62%Tablet0.06%MobileDesktopConsole33Description:InAugust2023,approximately63percentofthewebtrafficinArgentinaoriginatedfrommobilephones.Ontheotherhand,over36percentofthecountry'swebtrafficcamefromdesktopcomputers.Furthermore,itwasbeenprojectedthatover87percentofArgentina'spopulationwillhaveaccesstotheinternetby2023.ReadmoreNote(s):Argentina;August2023;ba

温馨提示

  • 1. 本站所有资源如无特殊说明,都需要本地电脑安装OFFICE2007和PDF阅读器。图纸软件为CAD,CAXA,PROE,UG,SolidWorks等.压缩文件请下载最新的WinRAR软件解压。
  • 2. 本站的文档不包含任何第三方提供的附件图纸等,如果需要附件,请联系上传者。文件的所有权益归上传用户所有。
  • 3. 本站RAR压缩包中若带图纸,网页内容里面会有图纸预览,若没有图纸预览就没有图纸。
  • 4. 未经权益所有人同意不得将文件中的内容挪作商业或盈利用途。
  • 5. 人人文库网仅提供信息存储空间,仅对用户上传内容的表现方式做保护处理,对用户上传分享的文档内容本身不做任何修改或编辑,并不能对任何下载内容负责。
  • 6. 下载文件中如有侵权或不适当内容,请与我们联系,我们立即纠正。
  • 7. 本站不保证下载资源的准确性、安全性和完整性, 同时也不承担用户因使用这些下载资源对自己和他人造成任何形式的伤害或损失。

评论

0/150

提交评论