2013-10-23 10:19:09 - Fast Market Research recommends "Brazil Telecommunications Report Q4 2013" from Business Monitor International, now available
The first half of 2013 have seen Brazil's telecoms markets make another significant step forward following the launch of the first 4G LTE services, while supplementing these offerings with valueadded services such as M2M and m-commerce. That these launches occurred at the same time as a slowdown in the overall subscription growth rate of the mobile market is symbolic of the shift occurring as the market matures. Brazil has a high mobile penetration rate, but with MVNOs set to enter the market in 2013 we expect growth to continue over the medium term. However, it will be at a slower pace compared with 2011 and 2012, as operators push into the last remaining untapped rural areas. In the broadband market,
Anatel has been active in trying to enhance competition, reducing licence fees for operators wishing to provide multiple services. However, data from Telebras suggest the government's National Broadband Plan has been less than successful so far.
Full Report Details at
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* Wireless data services have proved popular with consumers, with W-CDMA subscriptions up 50.8% y-oy to over 70.160mn at the end of June 2013. Meanwhile, there were 174,084 LTE subscriptions in Q213, a figure we expect to rise rapidly now that additional operators have launched services.
* Mobile operator TIM continues to report the strongest net additions in the market among the four biggest carriers. It has closed the gap on market leader Vivo, which returned to growth in Q213 following successive net subscription losses in Q412 and Q113. While there is a chance TIM could overtake Vivo in the foreseeable future, much of this is based on low value, prepaid subscriptions, whereas Vivo is targeting higher value, post-paid and mobile broadband customers. Pay-TV subscriptions continue to expand as America Movil merged its Embratel and Net Servicos operations with mobile unit Claro. It launched its quadruple-play offering to customers in August, allowing for convergence of its mobile, broadband, fixed line and pay-TV operations. Regulatory data show pay-TV subscriptions increased to 16.189mn in 2012, up from 12.744mn in 2011.
Key Trends And Developments
Brazilian regulatory authority, Anatel, has approved two rules to open up the fixed broadband market to encourage further expansion. The regulation will also lower licence fees for operators wishing to provide multiple services as bundled packages with fixed telephony and pay-TV. BMI believes this will be beneficial to smaller, regional players, with little impact on the major providers and a small bump in our forecasts.
French company Sisteer has signed an agreement with Brazil's largest mobile operator Vivo to launch as a mobile virtual network operator (MVNO) on the latter's network. The new service will be launched by early 2014 according to Sisteer CEO Alain Bureau, and will target Brazil's large evangelical community under the brand name Fish Fone. BMI sees plenty of potential for MVNOs in the Brazilian market, and believe that Sisteer could be in a perfect position to take advantage in its role as an enabler and aggregator. Sisteer has previously operated as a mobile virtual network enabler (MVNE), receiving a full 'autorizada' MVNx licence in December 2011 from Anatel. This allowed Sisteer to implement a full MVNE platform, allowing it manage the whole value chain as well as launch as an MVNO. The original aim was to launch services in 2012, having signed an agreement with TIM Brasil to host MVNOs over Sisteer's own platform. However, this no longer seems to be the case, with Sisteer preferring to work with Vivo instead. In addition, to acting as an MVNE and MVNO, Sisteer will also act as a mobile virtual network aggregator (MVNA), allowing other MVNOs to buy traffic from Vivo through Sisteer.
Vodafone has announced that it will enter into a partnership agreement with Brazilian mobile virtual network enabler (MVNE) Datora Telecom, to work together in the country's M2M sector as Vodafone Brazil. BMI believes the alliance will be able to tap into the growing demand for M2M services in Brazil's 'smart cities', and will be able to target opportunities presented by the 2014 FIFA World Cup and 2016 Rio de Janeiro Olympics. Brazil's regulator Anatel has tracked monthly data on the number of M2M connections since early 2012. The country has seen the number of connections increase from 5.96mn in June 2012 to 7.77mn at the end of June 2013, an increase of 30.6% and constituting about 11% of 3G SIM connections. This is an impressive growth rate and M2M service providers are becoming increasingly interested in entering the Brazilian market. For example, Wyless cited opportunities in Mexico and Brazil as a key motivation in its partnership with telecoms company Telefonica in May 2013
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