GSMA-2020年拉丁美洲移动经济报告（英文）-2021.1-44页_4mb

The Mobile Economy Latin America 2020 Summary

Core Content

The GSMA Intelligence report provides an in-depth analysis of the mobile market in Latin America, highlighting its growth, challenges, and future potential. It outlines the evolving landscape of the mobile industry, the role of 5G and IoT in driving innovation, and the economic and social impact of mobile technologies in the region.

Main Points

• GSMA Overview: The GSMA represents over 750 mobile operators globally and produces key industry events like MWC and Mobile 360 Series. It is a trusted source for data, analysis, and forecasts in the mobile ecosystem.

• Mobile Market Growth:

  • Unique mobile subscribers in Latin America will reach around 440 million by 2020, representing 70% of the population.
  • Mobile internet users will reach 360 million by the end of 2020, with 57% of the population connected.
  • By 2025, the region will see 484 million unique mobile subscribers, 423 million mobile internet users, and 532 million smartphone connections, with a smartphone adoption rate of 80%.
  • The CAGR for mobile subscribers is 2.1%, and for mobile internet users is 3.6% between 2019 and 2025.

• 5G Development:

  • 5G has started in Latin America, with services launched in Brazil and Uruguay in 2020.
  • Spectrum auctions are expected in Brazil (3.5 GHz and 26 GHz) and other countries like Chile, Colombia, and the Dominican Republic in 2021.
  • By 2025, 5G will account for 9% of total connections, with 62 million connections.
  • 5G is expected to dominate the consumer segment in the long term, although 4G will remain dominant in the short term.

• Digital Consumer Trends:

  • User engagement in mobile services is high, with 58% of Brazilian and 67% of Mexican smartphone users watching free online video daily.
  • Smartphone adoption is increasing rapidly, with 72% of total connections in 2020.
  • Data consumption is expected to increase fivefold by 2025 due to rising smartphone usage and digital engagement.

• Economic Impact:

  • Mobile technologies contributed 7% of GDP in 2019, amounting to $421 billion in economic value.
  • The mobile industry supported over 1.4 million jobs, with 620,000 direct and 810,000 indirect jobs.
  • Mobile operators raised $33 billion in public funding through taxation before regulatory and spectrum fees.

• Social Impact:

  • The mobile industry played a critical role during the Covid-19 pandemic, enabling remote work, education, and healthcare.
  • Operators provided discounts on data tariffs, free streaming content, and donated equipment and cash to support vulnerable populations.

• IoT Development:

  • IoT is expected to reach 1.2 billion connections by 2025, driven by enterprise adoption in smart manufacturing and smart buildings.
  • IoT applications are diverse, ranging from industrial use cases (e.g., mining, utilities) to consumer use cases (e.g., health, smart cities).
  • Private IoT networks are being deployed in several sectors, including agriculture, logistics, and urban management.

• Policy and Regulation:

  • Policy reform is crucial for the digital transformation of Latin America, particularly for 5G deployment.
  • Smart regulation is needed to encourage investment, remove barriers, and foster innovation.
  • Fiscal policies should align with the growth in investment and GDP from digitisation.
  • Long-term spectrum planning is essential for enabling digital inclusion and innovation.

Key Trends

• 5G and Private Networks: 5G is emerging as a key enabler for enterprise innovation, particularly in manufacturing, mining, and utilities. Private LTE networks are being deployed to improve operational efficiency and productivity.

• IoT Expansion: The IoT market is expanding rapidly, with a focus on local use cases. Startups and partnerships are driving innovation and growth in the region.

• Digital Transformation: The mobile industry is playing a pivotal role in the digital transformation of Latin America, supporting both economic growth and social progress.

Economic and Social Contributions

• Mobile's Contribution to GDP: Mobile technologies contributed $421 billion to the GDP in 2019.
• Job Creation: The mobile ecosystem supported 1.4 million jobs, including 620,000 direct and 810,000 indirect jobs.
• Public Funding: Mobile operators contributed $33 billion to public funding through taxation.
• Connectivity Expansion: By 2025, 93% of the population will be covered by mobile broadband networks, and 80 million more people will be connected to the mobile internet.

Investment and Future Outlook

• Infrastructure Investment: Operators in Latin America are expected to invest $99 billion in infrastructure from 2019 to 2025.
• Revenue Outlook: Despite the Covid-19 impact, the region's mobile revenue is expected to grow in low single digits.
• 5G Momentum: 5G is expected to account for almost 10% of total connections by 2025, with $99 billion of capex expected to be spent on 5G networks by 2022.

Conclusion

The mobile industry in Latin America is a key driver of economic growth and social progress, with strong momentum in 5G and IoT. Despite the challenges posed by the Covid-19 pandemic, the industry has shown resilience, adapting to support digital connectivity and innovation. Continued investment in infrastructure, smart regulation, and collaboration between stakeholders will be essential to future-proof the digital landscape and ensure inclusive growth.