拉丁美洲智能手机市场前景及投资研究报告-培训课件外文版2024.5oppovivo小米苹果

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TRENDSSmartphonemarketinLatinAmericaCHAPTER

01OverviewRevenuegeneratedbymobileoperatorsinLatinAmericafrom2021to2025(inbillionU.S.dollars)MobileoperatorsrevenueinLatinAmerica2021-2025807073.670.767.96560.36050403020100202120222023*2024*2025*4Description:In2022,revenuegeneratedbymobileoperatorsinLatinAmericaamountedto65billionU.S.dollars.Totalrevenueisexpectedtoreacharound74billiondollarsby2025.

ReadmoreNote(s):LAC;2021to2022;*ForecastReadmoreSource(s):GSMAIntelligenceEconomiccontributionofthemobiletelecommunicationsinLatinAmericafrom2021to2025,bytype(inbillionU.S.dollars)EconomicvalueforecastofmobiletelcoservicesinLatinAmerica2021-2025DirectIndirectProductivity40035030025020015010050280275275275270206520652060206020550202120222023*2024*2025*5/statistics/1285703/latam-economic-value-forecast-of-mobile-ecosystemThemobiletelecommunicationssector'scontributiontoeconomicgrowthinLatinAmericaisforecasttoincreasefrom345billioneurosin2021to365billionU.S.dollarsin2025.Productivityrevenueaccountsforthemajorityofthiseconomicvalue.

ReadmoreNote(s):LAC;2021to2022;*ForecastReadmoreSource(s):GSMAIntelligenceNumberofSIMconnectionsinLatinAmericanin2021and2025(inmillions)*NumberofSIMconnectionsinLatinAmerica2021-2025900812800694700600500400300200100020212025**6Description:In2021,therewereapproximately694millionSIMconnectionsinLatinAmerica.Thisnumberisexpectedtoincreaseto812millionby2025.ReadmoreNote(s):LAC;2021;*ExcludinglicensedcellularIoT**ForecastReadmoreSource(s):GSMAIntelligenceNumberofsmartphoneusersinselectedcountriesinLatinAmericain2022(inmillions)NumberofsmartphoneusersinLatinAmerica2022,bycountryNumberofsmartphoneusersinmillions60

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10002040120140160180BrazilMexico167.5498.54ArgentinaColombiaPeru37.1435.0822.95Chile16.9Ecuador11.559.018.476.455.09GuatemalaDominicanRepublicBoliviaCubaParaguayHonduras4.924.567Description:Comparingthe20selectedregionsregardingthenumberofusersinthesmartphoneusersmarket,Brazilisleadingtheranking(167.54millionusers)andisfollowedbyMexicowith98.54millionusers.AttheotherendofthespectrumisBelizewith0.13millionusers,indicatingadifferenceof167.41millionuserstoBrazil.ReadmoreNote(s):CentralandSouthAmerica,Mexico;Jan1sttoDec31st2022;forecast/individualsofanyagewhoownatleastonesmartphoneandusethesmartphone(s)atleastoncepermonthSource(s):DigitalMarketInsightsCHAPTER

02SubscriptionsNumberofsmartphonesubscriptionsinLatinAmericafrom2021to2028(inmillions)NumberofsmartphonesubscriptionsinLatinAmerica2021-20288007006006705605505004003002001000202120222028*9Description:In2022,560millionmobilesubscriptionsinLatinAmericawereoperatedonsmartphonesandthenumberissettoincreaseto670millionby2028.Atthesametime,itisexpectedthatin2030,thesmartphoneadoptionrateinLatinAmericawillreach93percent.ReadmoreNote(s):LAC;June2023;*Forecast.ReadmoreSource(s):Ericsson;NumberofmobilebroadbandsubscriptionsinLatinAmericafrom2021to2028(inmillions)NumberofmobilebroadbandsubscriptionsinLatinAmerica2021-20289007908007107007006005004003002001000202120222028*10/statistics/218401/mobile-broadband-connections-in-latin-americaIn2022,thenumberofmobilebroadbandsubscriptionsinLatinAmericaamountedto710millionandthenumberisexpectedtoincreaseto790millionby2028.Worldwide,therewerenearlysevenbillionmobilebroadbandsubscriptionsin2022.

ReadmoreNote(s):LAC;June2023;*ForecastReadmoreSource(s):EricssonNumberofmobilecellularsubscriptionsper100inhabitantsinLatinAmericaandtheCaribbeanin2021,bycountryMobilesubscriptionsper100inhabitantsinLatinAmerica2021,bycountrySubscriptionsper100inhabitants020406080100120140160180200220Antigua&BarbudaElSalvador197.38175.34FalklandIslands(Malvinas)CostaRica159.4152.01147.83145.69137.97SurinameColombiaPanamaUruguay136.92136.31ChileTrinidad&TobagoArgentina130.88130.46127.92125.65PeruGuatemala11Description:In2021,AntiguaandBarbudahadthehighestnumberofmobilecellularsubscriptionsper100inhabitantsinLatinAmericaandtheCaribbean,atapproximately197subscriptions.ItwasfollowedbyElSalvador,FalklandIslandsandCostaRica,eachwithmorethan150subscriptionsper100inhabitants.ReadmoreNote(s):LAC;2021Source(s):ITUNumberof5GmobilesubscriptionsinLatinAmericafrom2020to2028(inmillions)Numberof5GsubscriptionsinLatinAmerica2020-202845040035030025020015010050395.09319.07244.71176.08109.512024*48.9119.34.871.3302020202120222023*2025*2026*2027*2028*12Description:Therewereareported19.3million5GmobilesubscriptionsinLatinAmericain2022,upfrom4.87millionin2021.Stronggrowthisexpectedoverthecomingyears,withover395millionsubscriptionsforecastby2023.

ReadmoreNote(s):LAC;2022Source(s):EricssonNumberofLTEsubscriptionsinLatinAmericafrom2021to2028(inmillions)NumberofLTEsubscriptionsinLatinAmerica2021-20286005005204604003002001000360202120222028*13Description:In2022,therewere520millionLTEsubscriptionsinLatinAmerica,outofsixbillionregisteredglobally.By2028,thenumberisexpectedtodecreaseto360millioninLatinAmerica.ReadmoreNote(s):LAC;June2023;*ForecastReadmoreSource(s):Ericsson;ShareofLTEinmobilesubscriptionsinLatinAmericain2022and2028LTEshareofmobilesubscriptionsinLatinAmerica2022-202880%74%70%60%50%40%30%20%10%0%45%20222028*14Description:In2022,LTEsubscriptionswereexpectedtoaccountforapproximately74percentofallmobileconnectionsinLatinAmerica.Theshareisforecasttodecreaseto45percentby2028.Moreover,theregioncountedapproximately510millionLTEconnectionsin2022.ReadmoreNote(s):LAC;June2023;Forecasts;*Forecast.ReadmoreSource(s):EricssonCHAPTER

03PenetrationrateMobilesubscriberpenetrationrateinLatinAmericain2022versus2030MobilesubscriberpenetrationrateinLatinAmerica2022vs.203090%77%80%70%60%50%40%30%20%10%0%70%20222030*16Description:In2022,themobilesubscriberpenetrationrateinLatinAmericareached70percent,withthesharebeingforecasttoattain77percentby2030.By2025,ChileisexpectedtohavethehighestpenetrationrateofmobilephonesubscribersinLatinAmerica,totaling81percent.ReadmoreNote(s):LAC;2022;*ForecastReadmoreSource(s):GSMAIntelligencePenetrationrateofmobilephonesubscribersinLatinAmericain2021and2025,bycountryLatinAmerica:penetrationrateofmobilephonesubscribers,bycountry2021-20252021202590%81%79%78%77%80%70%60%50%40%30%20%10%0%76%75%74%71%71%70%69%66%51%46%ChileArgentinaMexicoBrazilColombiaPeruGuatemala17Description:In2021,ChilehadthehighestpenetrationrateofmobilephonesubscribersinLatinAmerica,totaling77percent.ItwasfollowedbyArgentina,whichwasexpectedtoincreaseitspenetrationratetonearly80percentby2025.

ReadmoreNote(s):LAC;2021Source(s):GSMAIntelligenceMobileinternetusersasshareofthetotalpopulationinLatinAmericain2021and2025MobileinternetpenetrationrateinLatinAmerica2021-202580%70%67%60%60%50%40%30%20%10%0%20212025*18Description:Accordingtoa2022study,60percentofthepopulationinLatinAmericahadaccesstomobileinternetin2021.Thisshareisexpectedtoincreaseto67percentby2025.

ReadmoreNote(s):LAC;2021;*Forecast.ReadmoreSource(s):GSMAIntelligenceCHAPTER

04ShipmentsandsalesAnnualgrowthofsmartphoneunitshipmentsinLatinAmericaasof2ndquarter2023,bybrandAnnualgrowthofsmartphoneunitshipmentsinLatinAmericaQ22023,bybrand60%50%40%30%20%10%0%56%-10%-8%-14%-14%-14%Total-20%-30%-18%-19%SamsungMotorolaXiaomiAppleTranssionOthers20Description:ThenumberofLenovoshipmentsdroppedbysixpercentinthesecondquarterof2023comparedtothesecondquarterof2022.However,Transsionsmartphonesregisteredanincreaseof56percentinLatinAmerica.

ReadmoreNote(s):LAC;Q22023Source(s):CanalysNumberofsmartphoneunitshipmentsinLatinAmericain2022and2023,bycountry(inmillions)*NumberofsmartphoneshipmentsinLatinAmerica2022-2023,bycountryNumberofsmartphoneunitshipmentsinmillions20232022200510152530354037.537BrazilMexicoColombiaArgentinaChile33.632.914.513.19.49.38.58.387.8Peru21Description:ThenumberofsmartphoneshipmentsinLatinAmericaisforecasttoamountto134million,representinganincreaseof2.5percentcomparedtotheshipmentsin2022.Amongthepresentedcountries,thelargestnumberofsmartphoneshipmentswasreportedinBrazil,at37millionin2022.ReadmoreNote(s):LAC;2022to2023;*ForecastReadmoreSource(s):CanalysChangeinsmartphoneunitshipmentsinLatinAmericafrom2022to2023,bycountry*ChangeinsmartphoneshipmentsinLatinAmerica2022-2023,bycountry2022202315%10%5%10%2.5%2.5%2.3%2.1%1.8%1.8%1.2%0.8%0.6%0.3%0%-5%-3.1%-8%-10%-15%-20%-17.5%PeruArgentinaBrazilColombiaMexicoChileLatinAmerica22Description:In2022,thenumberofsmartphonessoldinLatinAmericaincreasedby0.8percentcomparedtothesameperiodin2021.Amongthepresentedcountries,thelargestchangewasreportedinPeru,wherethesmartphoneshipmentsdroppedby17.5percent.For2023,itisexpectedthatthenumberofsmartphoneshipmentsinColombiawillincreaseby10percent.ReadmoreNote(s):LAC;2022to2023;*ForecastReadmoreSource(s):CanalysNumberof5G-enabledsmartphoneunitshipmentsinLatinAmericafrom2020to2023(inmillions)Numberof5G-enabledsmartphoneshipmentsinLatinAmerica2020-2023160140134130120120100806040200320202021*2022**2023**23Description:Accordingtoforecasts,5G-enabledsmartphoneshipmentswereexpectedtoreach130millionunitsinLatinAmericain2022.Thisrepresentsanincreaseof0.8percentcomparedtothenumberof5G-enabledsmartphoneshipmentsin2021.

ReadmoreNote(s):LAC;August2022;*CalculationsdonebySource(s):Canalysbasedonthedataprovidedbythesource.**ForecastReadmoreRefurbishedsmartphonemarketgrowthratein2022,byselectedregionsMarketgrowthrateforrefurbishedsmartphonesin202225%19%20%15%10%5%18%5%0%-5%-10%-15%-20%-17%IndiaLatinAmericaChinaGlobal24/statistics/1208577/refurbished-smartphone-market-growth-rate-selected-regionsIn2022,theglobalrefurbishedsmartphonemarketgrewbyfivepercent.Indiawastheleadingcountry,recordingagrowthof19percent.LatinAmericafollowed,withitsrefurbishedsmartphonemarketincreasingby18percentcomparedto2021.

ReadmoreNote(s):WorldwideSource(s):CounterpointResearchCHAPTER

05CompaniesSmartphonemarketshareinLatinAmericafrom2016to2022,byvendorSmartphonemarketshareinLatinAmerica2016-2022,byvendorSamsungMotorolaXiaomiAppleOPPOOthers40%35%30%25%20%15%10%5%0%2016201720182019202020212022*26/statistics/632609/smartphone-market-share-by-vendor-in-latin-americaSince2016SamsunghasbeenthebestsellingsmartphonebrandinLatinAmericawithamarketshareofover35percent.In2022,Motorolarankedsecondwithamarketshareworth22percent.Intheglobalranking,SamsungissecondbehindApple.ReadmoreNote(s):LAC;2016to2022;*Asofthethirdquarterof2022.ReadmoreSource(s):CounterpointResearchNumberofsmartphoneunitshipmentsinLatinAmericain1stquarter2021and2ndquarter2023,bybrand(inmillions)SmartphoneunitshipmentsinLatinAmericaQ12021-Q22023,bybrandNumberofsmartphoneshipmentsinmillionsQ22023Q12023Q2202215Q12022Q2202120Q1202105102530359.410.5SamsungMotorolaXiaomiApple11.613.412.513.65.75.975.54.64.33.73.65.35.21.41.71.51.51.31.32.1TranssionOPPO1.30.31.30.90.74.74.7OthersTotal5.55.36.35.627.927.732.231.830.93327/statistics/1311640/latam-quarterly-smartphone-unit-shipments-by-brandInthesecondquarterof2023,SamsungrecordedaslightdecreaseconcerningthenumberofsmartphoneshipmentsinLatinAmerica.However,itstilltotaledmorethan9millionunitshipments,remainingtheleadingsmartphonebrandinLatinAmerica.ReadmoreNote(s):LAC;Q12021andQ22023Source(s):CanalysDistributionofsmartphoneshipmentsinLatinAmericafrom1stquarter2019to1stquarter2023,byvendorSmartphonevendormarketshareinLatinAmerica2019-2023,byquarterSamsungMotorolaXiaomiAppleOppoOthers100%90%80%70%60%50%40%30%20%10%0%Q1'19Q2'19Q4'19Q1'20Q2'20Q4'20Q1'21Q3'21Q4'21Q1'22Q3'22Q1'2328Description:Inthefirstquarterof2023,Samsunghada41.7percentshareofthesmartphonemarketinLatinAmerica,basedonshipments.ItwasfollowedbyMotorola,accountingfor20percentofthesmartphonemarketintheregion.

ReadmoreNote(s):LAC;Q12019toQ12023Source(s):CounterpointResearchMarketshareheldbyselectedChinesesmartphonebrandsinSouthAmericafromJanuary2019toFebruary2022MarketshareofChinesesmartphonesinSouthAmerica2019-2023,bymonthHuaweiXiaomiAsus*AlcatelLenovoZTEHTC*OnePlusOppo25%20%15%10%5%0%29Description:AsofFebruary2023,XiaomiwastheChinesebrandwiththehighestmarketshareinSouthAmerica,accountingfor13.77percentofthesmartphonewebtrafficintheregion.ItwasfollowedbyHuawei,withamarketshareofalmost3.5percent.Amongallsmartphonebrands,Samsungwasthestrongestwithnearly46percentshareofthetraffic.ReadmoreNote(s):China,Taiwan,CentralandSouthAmerica;January2019toFebruary2023;*SmartphonevendorsbasedinTaiwan.ThesourcedoesnotspecifywhichcountriesareincludedintheSouthAmericanregion.Thepublicationdategivenisthe[...]

ReadmoreSource(s):StatCounterHuawei'ssmartphonemarketshareinselectedcountriesinLatinAmericafrom1stquarter2019to2ndquarter2023HuaweismartphonemarketshareinselectedcountriesinLatinAmerica2019-2023PeruMexicoColombiaChileArgentinaBrazil30%25%20%15%10%5%0%Q1'19

Q2'19

Q3'19

Q4'19

Q1'20

Q2'20

Q3'20

Q4'20

Q1'21

Q2'21

Q3'21

Q4'21

Q1'22

Q2'22

Q3'22

Q4'22

Q1'23

Q2'2330Description:Asofthesecondquarterof2023,PeruwastheLatinAmericancountrywhereHuaweiheldthelargestshareofthesmartphonemarket.InChile,ColombiaandMexico,theChinesebrandaccountedforamarketshareofovereightpercent.

ReadmoreNote(s):LAC;Q12019toQ22023Source(s):StatCounterCapitalexpenditureofmobileoperatorsinLatinAmericafrom2021to2025(inbillionU.S.dollars)CapExofmobileoperatorsinLatinAmerica2021-20251412.612.512.111.61210811.46420202120222023*2024*2025*31Description:Capitalexpenditure(CapEx)ofmobileoperatorsinLatinAmericawasmeasuredat11.4billionU.S.dollarsin2022.CapExisforecasttoincreaseupto2024beforestabilizingin2025.

ReadmoreNote(s):LAC;2021to2025;*ForecastCapitalexpenditures(CapEx)arefundsusedbyacompanytoacquire,upgrade,andmaintainphysicalassetssuchasproperty,plants,buildings,technology,orequipment.

ReadmoreSource(s):GSMAIntelligenceCHAPTER

06ConsumptionSmartphoneadoptionrateinLatinAmericain2022versus2030SmartphoneadoptionrateinLatinAmerica2022vs.2030100%93%90%80%70%60%50%40%30%20%10%0%79%2022203033Description:InLatinAmerica,smartphoneadoptionrateisexpectedtoreach93percentby2030,upfromapproximately80percentin2022.ReadmoreNote(s):LAC;2022;*ForecastReadmoreSource(s):GSMAIntelligenceSmartphoneadoptionrateinLatinAmericain2021and2025,bycountrySmartphoneadoptionrateinLatinAmerica2021-2025,bycountry20212025100%90%80%70%60%50%40%30%20%10%0%88%86%82%81%81%77%74%73%70%70%67%67%65%62%BrazilArgentinaChileColombiaMexicoGuatemalaPeru34Description:In2021,Brazilhadasmartphoneadoptionrateof86percent,whichwasexpectedtoincreaseto88percentby2025.ItwasfollowedbyArgentinaandChile,recordingasmartphoneadoptionrateof73and70percentin2021,respectively.

ReadmoreNote(s):LAC;2021Source(s):GSMAIntelligenceMonthlymobiledatatrafficinLatinAmericafrom2021to2028(inexabytes)MobiledatatrafficinLatinAmerica2021-20283025201510245.3503.7202120222028*35Description:MobiledatatrafficinLatinAmericaamountedto5.3exabytespermonthin2022,anincreaseonthe3.7exabytesreportedfor2021.Significantgrowthisexpectedinthecomingyears,withmonthlytrafficforecasttoreach24exabytesby2028.

ReadmoreNote(s):LAC;2021to2022;*Forecast.ReadmoreSource(s):EricssonMonthlymobiledatatrafficpersmartphoneuserinLatinAmericain2021and2027(ingigabytes)LatinAmerica:mobiledatatrafficpersmartphoneuser2021-2027403530252015341057.9020212027*36Description:In2021,anaveragemobilesubscriberfromLatinAmericagenerated7.9gigabytesofdatatrafficpermonth.Ithasbeenprojectedthatthenumberwillincreaseto34gigabytesby2027.Thenumberofuniquemobilesubscribersisexpectedtoincreasefrom439to487millionbetween2021and2025.ReadmoreNote(s):LAC;2021;*Forecast.ReadmoreSource(s):GSMAIntelligenceMonthlydatatrafficpersmartphoneinLatinAmericafrom2016to2025(ingigabytes)MonthlydatatrafficpersmartphoneinLatinAmerica2016-202525201522.222.2171713139.91057.95.83.802019202020212022*2023*2024*2025*2023*2024*2025*37Description:Accordingtoforecasts,thedatamonthlytrafficpersmartphoneinLatinAmericaamountedto7.9gigabytesin2021.Lookingaheadto2027,trafficisexpectedtoreach35gigabytes.Onthegloballevel,thesenumbersarealsoprojectedtoincreaseintheupcomingyears.ReadmoreNote(s):LAC;November2021;*Source(s):Ericssonforecasts.Anexponentialdevelopmentofthevalueswasassumedtoestimatetheannualvaluesbetween2020and2026,whichwereprovidedbythesource.

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07Specialfocus:NetworktechnologiesShareofpopulationconnectedto/coveredbymobileinternetworldwidein2022,byregionGlobalpopulationsubscribedto/coveredbymobileinternet2022,byregionCoveragegapUsagegapConnected100%90%80%70%23%60%39%55%49%47%62%67%60%50%40%30%20%10%0%79%20%83%16%85%14%35%28%17%5%4%6%3%1%Europe1%1%NorthAmericaGreaterChinaCIS*LatinAmericaAsiaPacificMENASub-SaharanAfrica39Description:In2022,83percentofNorthAmericansand85percentofEuropeanswereconnectedtomobileinternet.Sub-SaharanAfricahadanincreaseoffourpercent,remaininghowevertheregionwiththelowestconnectionrate,asapproximately17percentofthepopulationisnotcoveredbyamobileinternetconnection.ReadmoreNote(s):Worldwide;2022;*CIS=CommonwealthofIndependentStates(CIS).Thesourceaddsthefollowinginformation:"Coveragegap:Thosewholiveinanareanotcoveredbyamobilebroadbandnetwork.Usagegap:Thosewholivewithinthe[...]

ReadmoreSource(s):GSMA;GSMAIntelligenceMarketshareofmobilebroadbandgenerationsworldwidein2022,byregionGlobalmarketshareofmobilebroadbandtechnology2022,byregion2G3G11%4G5G100%90%80%70%60%50%40%30%20%10%0%1%1%1%4%3%22%36%39%48%57%65%70%75%55%64%1%30%56%3%32%25%9%11%15%22%10%4%19%10%CIS1%2%AsiaPacificGreaterChinaEuropeLatinAmericaMENANorthAmerica

Sub-SaharanAfrica40Description:In2022,4Gtechnologyoccupiedthemajorityofthemarketineachoftheregionsthroughouttheworld.NorthAmericaiscurrentlytheregionwiththehighestmarketshareof5Gtechnology,havingsurpassedtheGreaterChinaregion,whichoccupiedthepositioninthepreviousyear.ReadmoreNote(s):Worldwide;2022Source(s):GSMA;GSMAIntelligenceAveragemobilewirelessdatausagepersmartphoneworldwidefrom2022and2028*,byregion(ingigabytespermonth)Mobilemonthlydatausagepersmartphoneworldwide2022-2028*,byregion20222028*6050403020100NorthAmericaWesternEuropeCentralandEasternMENAGCCStates

LatinAmerica

Sub-Saharan

India,Nepal,

SoutheastNortheastAsiaGlobalaverageAfricaBhutanAsiaandOceaniaEurope41Description:Globalmobiledatausageissettoincreasesignificantlyinthenextfewyears,projectedtoreachanaverageof46gigabytespersmartphonepermonthin2028.NorthAmericaandNortheastAsiaaresettobecometheregionswiththehighestaveragemobiledatausa