Brazil Telecommunications Report

Providing expert analysis, independent forecasts and competitive intelligence on the telecommunications industry.

Report includes: BMI Industry View, Industry SWOT Analysis, BMI Industry Forecast Scenario, Telecommunications Risk Reward Index, Market Overview, Regulatory Environment, Company Profiles and Competitive

Why you should buy this report

  • Benefit from the latest market opportunities
  • Understand the threats to your operations and investments and protect your company against future risks
  • Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market
  • Get a full view of the competitive landscape to assess your market position.
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Brazil Telecommunications Report
Product Price
$1,295.00
Increasing Spending Power Will Boost Demand For Data and 3G/4G Growth
3G Phone Subscribers 2010-2019
f = BMI forecast. Source: BMI, Operators, Anatel

BMI View: We expect to see a number of wide ranging acquisitions within the Brazilian telecommunications sector leading to further consolidation in 2016. The three largest operators: Oi, Claro and Telefonica's Vivo are reportedly considering a bid for TIM. BMI believes that the Brazilian mobile and fixed markets will be expanding and spectrum auctions will add growth to the 3G and 4G markets, especially as the major operators begin to invest heavily into infrastructure development.

Key Data

  • Anatel reported 280.732mn mobile subscribers in 2014, up 0.8% from 278.482mn in Q314 and 2.1% y-o-y.

  • Strong broadband subscription growth continued, with total wireline subscriptions reaching 20.882mn at the end of September 2013, up from 18.591mn a year earlier.

  • Machine-to-machine connections reached 9.9mn at the end of 2014, up by 6.2% y-o-y. This figure had increased from 9.1mn in June 2014.

Astronomical Growth Slows Down
2011-2014
Source: BMI, Regulator, Operator Data
BMI Industry View
7
SWOT
9
Political
11
Economic
12
Operational Risk
13
Industry Forecast
15
Mobile
15
Table: Telecoms Sector - Historical Data & Forecasts (Brazil 2012-2019)
15
Risk Reward Ratings
19
Industry Risk Reward Index
19
Table: Latin America - Q4 2015
21
Market Overview
22
Mobile
22
Regional Perspective
22
Table: Mobile Market KPIs, 2013
22
Key Developments
22
Market Growth
23
Market Share
25
Usage
29
Networks
30
Table: Brazil 3G Subscriptions By Technology ('000)
31
Table: Vendors Selected For 4G Roll-Outs
34
Mobile Content
34
Table: Consumer Use Of Mobile Content, 2013
35
MVNOs
37
Table: Brazil Mobile Taxes
41
Wireline
42
Table: Brazil Fixed Line Market Overview
46
Broadband
47
Table: Brazilian Fixed Broadband Market, Q214
50
Pay-TV
56
Table: Pay-TV Market Subscriptions ('000)
59
Industry Trends And Developments
60
Regulatory Development
69
Regulatory Overview
69
Table: Brazil's Regulatory Bodies And Their Responsibilities
70
Regulatory Developments
71
Competitive Landscape
79
Table: Key Players Fixed-Line Sector
79
Table: Key Players Mobile Sector
79
Table: Key Players Media Sector
81
Table: Brazil Market Overview
81
Table: Vivo (2012-2014)
82
Table: Claro (2012-2014)
84
Table: TIM Overview (2012-2014)
86
Table: Oi Overview (2012-2014)
88
Company Profile
90
Oi
90
Vivo (Telef-nica)
96
TIM Brasil
101
Claro (America M-vil)
105
Demographic Forecast
110
Table: Population Headline Indicators (Brazil 1990-2025)
111
Table: Key Population Ratios (Brazil 1990-2025)
111
Table: Urban/Rural Population & Life Expectancy (Brazil 1990-2025)
112
Table: Population By Age Group (Brazil 1990-2025)
112
Table: Population By Age Group % (Brazil 1990-2025)
113
Glossary
115
Table: Glossary Of Terms
115
Methodology
117
Industry Forecast Methodology
117
Sources
119
Risk/Reward Index Methodology
119
Table: Risk/Reward Index Indicators
120
Table: Weighting Of Indicators
121

The Brazil Telecommunications Report features BMI Research's independent industry forecasts on the future strength of Brazil's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's Brazil Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in Brazil.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for Brazil to test other views - a key input for successful budgeting and strategic business planning in the Brazilian telecoms market.
  • Target business opportunities and risks in Brazil's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Brazil.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI’s key industry forecasts and views, covering the ARPU, fixed-line, mobile (including 3G & 4G), internet and broadband markets.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.

BMI Industry Forecast Scenario

Historic data series (2010-2013) and forecasts to end-2019 for all key industry indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

  • Fixed-line Telephony – Telephone lines (‘000); telephone lines/100 inhabitants.
  • Cellular Telephony – Mobile phone subscribers (‘000); mobile phone subscribers/100 inhabitants; and where available, 3G & 4G subscribers (‘000); 3G & 4G subscribers/100 inhabitants; 3G & 4G subscribers as a percentage of overall mobile market.
  • Internet Markets – Internet users (‘000); internet users/100 inhabitants; broadband internet subscribers (‘000); broadband internet subscribers/100 inhabitants.

BMI’s Telecommunications Risk Reward Index

BMI’s Risk Reward Indices provide investors (vendors, operators and suppliers) looking for opportunities in the region with a clear country comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide an Indices of highest to lowest appeal to investors, with each position explained.

Market Data Analysis

Detailed market analysis of the mobile, mobile content, fixed-line and internet segments, broken down into:

  • Market Data – Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
  • Technology/Service Rollout – Analysis of rollout/adoption of new technology, such as 3G & 4G, WiMAX, IPTV, pay-TV, LTE and valueadded handset services (gaming, music, video, apps etc.).
  • Mobile Content – The latest trends in content and services available and being introduced by mobile operators, including a timeline of all the latest major mobile content developments.
    Company Database – A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G & 4G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment

Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. Also covers the latest updates in the market’s development and regulatory rulings.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

Sources

The Telecommunications Reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.