01-peru - july 2013
TRANSCRIPT
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Latin America wireless update
Erasm o RojasDirector Amrica Latina y El Caribe
4G Americas
Lima, July 2013
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Agenda
4G Americas
Technology and Market Update
HSPA/HSPA+ and LTE status
Country analysis
Challenges and Opportunities
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4G Americas Board of Governors
www.4gamericas.org
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Global Mobile Traffic:
Voice & Data 2010-2018
Source: Ericsson (Nov 2012)
Mobile Data Traffic will grow 12 times between 2012 and 2018
LTE
HSPA
GSM
TD-SCDMACDMA
Other
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
10,000
9,000
8,000
7,000
6,000
5,000
4,000
3,000
2,000
1,000
0
Mobile
Subscriptions(Million)
www.4gamericas.org
http://www.4gamericas.org/http://www.4gamericas.org/ -
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3GPP Mobile Broadband Evolution
Rel 8 HSPA+
DL: 42 MbpsUL: 11.5 Mbps
10/5 MHz
Evolved EDGEDL: 1.89 Mbps
UL: 947 kbps
Rel 8 LTE
DL: 300 MbpsUL: 45 Mbps
20/20 MHz
2011 2012 2013 2014 2015
Rel 9 HSPA+
DL: 84 MbpsUL: 23 Mbps
10/10 MHz
Rel 10 HSPA+
DL: 168 MbpsUL: 23 Mbps
20/10 MHz
Rel 11 HSPA+
DL: 336 MbpsUL: 46 Mbps
40/10 MHz
EDGE
HSPA-HSPA+
Rel 9 LTE
DL: 300 MbpsUL: 45 Mbps
20/20 MHz
Rel 10 LTE
DL: 1.2 GbpsUL: 568 Mbps
40/40 MHz
Rel 11 LTEDL: >1.2 Gbps
LTE & LTE-Advanced
Source: Mobile Broadband Explosion, Rysavy Research, September 2012
www.4gamericas.org
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Global LTE Status as of June 2013
Source: 4G Americas,
Informa Telecoms & Media, WCIS+ Estimates-May 2013
USA
57Million
Canada
2 Million
Korea
22 Million
Japan
16 Million
Rest of APAC
7 Million
Europe
4.7 Million
Rest of World
465 Thousand
Asia Pacific
45 Million
42%
North America
59 Million
53%
179
commercial networksin 72 countries
114 Millionsubscriptions
Latin America = 250 Thousand
Brazil= 105 Thousand
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0
20
40
60
80
100
120
140
160
180
200
2007 2008 2009 2010 2011 2012
Fixed and Mobile Broadband Access
in Latin America 2007-2012
Source: Signals Telecom Consulting, 2013
Fixed Broadband Mobile Broadband
Subscriptions
M
illions
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GSM
79%
HSPA
17%iDEN,
CDMA4%
LTE 0%
HSPA &HSPA+
61%
GSM
31%
LTE 7%
iDEN,
CDMA
1%
December 2012 December 2017
Total Subscriptions 680 Million 858 Million
Mobile Broadband 113 Million (17%) 581 Million (68%)
December 2012
Source: Informa Telecoms & Media WCIS+
Subscription Forecast, March 2013
December 2017
Mobile Broadband Forecast in
Latin America (HSPA-LTE)
LTE
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0 50 100 150 200
Guatemala
Peru
Colombia
Dominican Rep.
Venezuela
Ecuador
Mexico
Argentina
Chile
Brazil
Top 10 Wireless Data Markets in
Latin America by 2Q 2013
97%
117%
112%
71%98%
86%
91%
79%
91%
95%
39%
39%
33%
17%17%
17%
13%
10%
10%
10%
270 M
27 M
60 M
103 M
17 M
31 M
11 M
43 M
30M
16 M
% DataVoice PenetrationAverage Latin America penetration: 90% voice and 24% data
Subscriptions
Source: Bank of America Merrill Lynch,
Global Wireless Matrix 2Q2013
(Millions)
www.4gamericas.org
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0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Typical data revenues by Q4 2012
Sources: Informa Telecoms & Media, Bank ofAmerica Merrill Lynch, Q3 2012
Average ARPU of US $ 12 by Q4 2012
Data contr ib ut ion to service revenues. Lat in America
average of 27% and 43% in North America
Voice
Data
41%35% 35%
30%25% 22% 21% 20%
www.4gamericas.org
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Smartphone penetration Q4 2012
Latin America 14% Venezuela 20%
Chile 18%
Argentina 17% Brazil 16%
Mexico 15%
Peru 9% Colombia 8%
Source: Bank of America / Merrill Lynch, Inside Telecom, February 2013
www.4gamericas.org
USA smartphone penetration is 57%
by February 2013(comScore, Apr 2013)
http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=ItEI88NquI5QxM&tbnid=J5c2FtjNgGBILM:&ved=0CAUQjRw&url=http://plpnetwork.com/2012/11/21/teaching-smartphones/&ei=e0sQUfOCBqn0iwLYqoCgCA&bvm=bv.41934586,d.cGE&psig=AFQjCNFXfSIdLOjva5Nf_FIutrX1mFx2Bg&ust=1360108786680556 -
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147 Million HSPA/HSPA+ estimated subscriptions as of 2Q 20131
42 MbpsDual Carrier
Chile
Dominican Republic
Paraguay
Puerto Rico
96 commercial HSPA networks in 42 countries
65 commercial HSPA+ networks in 33 countries2
Argentina
Bolivia
Brazil
Chile
Colombia
Ecuador
Paraguay
Peru
Uruguay
2As of 6.13.13
Source: Public Announcements, Regulatory Bodies1Informa Telecoms & Media, Jun 2013 Estimates
Antigua & Barbuda
Aruba
BahamasBarbados
Bermuda
British Virgin Islands
Cayman Islands
Dominican Republic
French West Indies
Jamaica
Netherlands Antilles
Puerto Rico
St Kitts & Nevis
Trinidad & Tobago
Turks & Caicos
Mexico
Belize
Costa Rica
El SalvadorGuatemala
Honduras
Nicaragua
Panama
www.4gamericas.org
HSPA+ in Latin America &
Caribbean
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700 MHz (4) 850 & 1900 MHz (1)
1700/2100 MHz (5)
1800 MHz (1)
Antigua & Barbuda Digicel *
Bolivia Entel
Puerto Rico Claro
Open Mobi le
Puerto Rico Sprint
Dominican Republic Tricom
Paraguay PersonalMexico Movistar
Telcel
Paraguay VOX
Puerto Rico AT&T
Uruguay Antel
Dominican Republic Orange Dom inicana
1900 MHz (2)
2500-2690 MHz (8)
Colombia UNE
21 LTE Networks and 10 countries
in Latin America & the Caribbean
LTE
* Indicates TDD networks
All remaining networks are FDD
Data as of July 1, 2013
Claro Sky Telecom *
Oi TIM
On* Vivo
Brazil
www.4gamericas.org
Chile Claro
http://www.google.com/url?sa=i&rct=j&q=chile+flag+icon&source=images&cd=&cad=rja&docid=8Q5t7fT063qCbM&tbnid=tNEl0YnLOyoi4M:&ved=0CAUQjRw&url=http://www.iconseeker.com/search-icon/rounded-world-flags/chile-flag-2.html&ei=vz-6UdLpAca_qgG3g4DYDg&bvm=bv.47883778,d.aWM&psig=AFQjCNHxu_ewXrQsiCkAgZ14ltlhsLxr6Q&ust=1371246904792419 -
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Source: Public Announcements, Regulatory Bodies1Informa Telecoms & Media, Mar 2013 Estimates www.4gamericas.org
LTE in Latin America & Caribbean
Mexico
2
Brazil
6
Paraguay
2Chile
1
Bolivia
1
Puerto
Rico
4 DominicanRepublic
2 Antigua &Barbuda
1
Uruguay
1
Colombia
1
21 Networks
10 Countries
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LTE User Devices
Source: Global mobile Suppliers Associationwww.gsacom.com July 2013
0
50
100
150
200
250
300
350
948Total
Devices in the
Market
PC Cards
(2) Femtocells
(6)
Notebooks
(29) Tablets
(76)
Modules
(90) Dongles
(132)
Routers/
Personal
Hotspots
(296)
Smartphones
(316)
Includes FDD
and TDD
Cameras
(1)
http://www.gsacom.com/http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=Eq8elPerZOyefM&tbnid=2q7nrXcmGdFS9M:&ved=0CAUQjRw&url=http://www.computerworld.com/s/article/9225853/HTC_Sprint_announce_Evo_4G_LTE_smartphone&ei=Yp5kUejMKcTQiwKiqIGYCA&bvm=bv.44990110,d.cGE&psig=AFQjCNGPbDxhkOr0k1YCZKt4ri4TQtTZrA&ust=1365635037719987http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=bpFaddtCfWOTxM&tbnid=HKByxTZZ0miLVM:&ved=0CAUQjRw&url=http://mobidatawireless.en.made-in-china.com/product/OXhmQYIxJnky/China-Broadband-4G-Lte-WiFi-Wireless-Router.html&ei=JZ5kUfCfFYfgiALrqYC4Dg&bvm=bv.44990110,d.cGE&psig=AFQjCNE6yUNsvmHSf4QRxx3MY0Tg_5wfVw&ust=1365634978553520http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=eoMwWDYITW0wvM&tbnid=94c6L7mNM7dGkM:&ved=0CAUQjRw&url=http://www.trendygadget.com/2009/12/16/samsung-gt-b3710-4g-lte-dongle/&ei=9J1kUbiSMqzXiALE84CoBg&bvm=bv.44990110,d.cGE&psig=AFQjCNHx4JSfA2WGyD2H9zSb37LnQCaG0A&ust=1365634924991555http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=9ojiVYw3VzPO2M&tbnid=ULpYJpwvr1Y65M:&ved=0CAUQjRw&url=http://techship.se/products/huawei-me906j/&ei=i51kUcHVG6n3igKvyoGoDQ&bvm=bv.44990110,d.cGE&psig=AFQjCNE8kQOeullhejvU5Bf5_EeoA5R-zA&ust=1365634771947894http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=1UG7i-Oc3RhRTM&tbnid=R65sdHJyHwVHrM:&ved=0CAUQjRw&url=http://www.bhphotovideo.com/c/product/684522-REG/Apple_MC371LL_A_15_4_MacBook_Pro_Notebook.html&ei=g5tkUaafIurVigL_24H4Cw&psig=AFQjCNGcUQdmzLZfum7OLliPUPjiyaQkOA&ust=1365634229598522http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=9NKitc9HBg-eLM&tbnid=_s5fb08pu9FUWM:&ved=&url=http://www.phonescoop.com/glossary/term.php?gid=341&ei=A5tkUfmTCqL0iQLTo4HIAw&bvm=bv.44990110,d.cGE&psig=AFQjCNF8ztjXWfM87uvSqR6jWjXz1wdlEA&ust=1365634179474165http://www.gsacom.com/ -
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LTE Devices per Band
Frequency Band Devices2600 MHz Band 7 324
1800 MHz Band 3 284
800 MHz Band 20 243
700 MHz Bands 12, 17 224
2100 MHz Band 1 215
700 MHz Band 13 211
800/1800/2600 Tri-band 209
AWS Band 4 203
900 MHz Band 8 105
850 MHz Band 5 80
LTE FDD (mobile)
Frequency Band Devices
2600 MHz Band 38 153
2300 MHz Band 40 137
1900 MHz Band 39 45
2600 MHz Band 41 37
LTE TDD (fixed)
Source: Global mobile Suppliers Associationwww.gsacom.com July 2013
http://www.gsacom.com/http://www.gsacom.com/http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=0wnaBp44xHJSRM&tbnid=-hJA22srIYTxZM:&ved=0CAUQjRw&url=http://www.uscellular.com/4G/&ei=dJhkUZ-FG4PuiQKvsICgBA&bvm=bv.44990110,d.cGE&psig=AFQjCNEx5TGtexpabXFdVKp4O2AZq5gWVw&ust=1365633492111907http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=DBnofNdCVwNlJM&tbnid=xePsI7SgfKTgxM:&ved=0CAUQjRw&url=http://www.talkandroid.com/155429-metropcs-adds-huawei-premia-4g-to-stable-of-lte-devices/&ei=WphkUfjwJuvRiAKnkIDYAw&bvm=bv.44990110,d.cGE&psig=AFQjCNEx5TGtexpabXFdVKp4O2AZq5gWVw&ust=1365633492111907http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=VYMJWQ-zPops4M&tbnid=BVIMOM0z9zUybM:&ved=0CAUQjRw&url=http://reviews.cnet.com/8301-3319_7-57576336/t-mobile-announces-sonic-2.0-4g-lte-mobile-hot-spot/&ei=kZhkUbqDJOL-iwKh14CgDw&bvm=bv.44990110,d.cGE&psig=AFQjCNEx5TGtexpabXFdVKp4O2AZq5gWVw&ust=1365633492111907 -
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Dec 13 Dec 14 Dec 15 Dec 16 Dec 17
2
Million
7Million
16Million
30
Million
55
Million
Source: Informa Telecoms & Media, WCIS+ Forecast, February 2013 www.4gamericas.org
Subscriptions
LTE Growth ForecastIn Latin America & Caribbean
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Music download times with HSPA and LTE
02
4
6
810
HSPA LTE
A song = approx.
5 minutes
10 seconds
0.38 seconds0
5
10
15
20
25
HSPA LTE
Album= approx.
74 minutes
25 minutesMinutes
54 seconds
Seconds
Source: Ministry of Internal Affairs and Communications, Japan
www.4gamericas.org
Assum ed peak speeds:
HSPA = 14 Mbps, LTE = 100 Mbp s
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Video download times with HSPA and LTE
0
20
40
60
80
100
120
140
HSPA LTE
DVD movie= approx.
2 hoursHD movie= approx.
1 hour
0
100
200
300
400
500
600
HSPA LTE
2 hours
Minutes
4.8 minutes
8 hours
Minutos
17 minutes
Source: Ministry of Internal Affairs and Communications, Japan
Assum ed peak s peeds:
HSPA = 14 Mbps, LTE = 100 Mbps
www.4gamericas.org
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Aplicaciones tpicas de LTE
Consumidor
Streaming de videos y/oaudio
Transmisin de
imgenes y grandes
archivos
Juegos interactivos
Empresas
Gobierno
Sistemas de seguridad,
vigilancia
Telemedicina Educacin a distancia
Tele-trabajo
Medios decomunicacin, TV,
Publicidad
http://www.google.com/url?sa=i&rct=j&q=streaming+video&source=images&cd=&cad=rja&docid=cjGE7NvssFOcYM&tbnid=syCemqFLt8o6OM:&ved=0CAUQjRw&url=http://overdriveblogs.com/library/2013/01/22/overdrive-to-launch-streaming-video-and-audio-later-this-year/&ei=HJnAUczjI4GWiALDyIGABg&bvm=bv.47883778,d.cGE&psig=AFQjCNFz_PkCEyGHVuxZtS3PNjApmTSQzw&ust=1371662992784425http://www.google.com/url?sa=i&rct=j&q=streaming+video&source=images&cd=&cad=rja&docid=cjGE7NvssFOcYM&tbnid=syCemqFLt8o6OM:&ved=0CAUQjRw&url=http://overdriveblogs.com/library/2013/01/22/overdrive-to-launch-streaming-video-and-audio-later-this-year/&ei=HJnAUczjI4GWiALDyIGABg&bvm=bv.47883778,d.cGE&psig=AFQjCNFz_PkCEyGHVuxZtS3PNjApmTSQzw&ust=1371662992784425http://www.google.com/url?sa=i&rct=j&q=streaming+video&source=images&cd=&cad=rja&docid=cjGE7NvssFOcYM&tbnid=syCemqFLt8o6OM:&ved=0CAUQjRw&url=http://overdriveblogs.com/library/2013/01/22/overdrive-to-launch-streaming-video-and-audio-later-this-year/&ei=HJnAUczjI4GWiALDyIGABg&bvm=bv.47883778,d.cGE&psig=AFQjCNFz_PkCEyGHVuxZtS3PNjApmTSQzw&ust=1371662992784425http://www.google.com/url?sa=i&rct=j&q=&source=images&cd=&cad=rja&docid=2txPJyNsvVYKwM&tbnid=8_ntZDNlvsSSPM:&ved=0CAUQjRw&url=http://www.earthsleuth.com/2012/08/Globe-and-Smart-4G-LTE-comparison.html&ei=kJjAUb3pEMmsiQLA_YHQCw&bvm=bv.47883778,d.cGE&psig=AFQjCNFPkfb3--BADbX-0J9L3Vzkz8Gozw&ust=1371662859167108 -
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30 million mobile subscriptions
224 MHz of spectrum available91% voice and 10% data penetration
73% prepaid penetration
ARPU: US $ 9
Data contribution to ARPU: 20%
Smartphone penetration: 9%
AWS spectrum (2 swaths of 20+20 MHz) should be auctioned July 2013
Mobile Indicators
Conduct AWS auction 2H 2013
Plan 700 MHz auction for 2014
Per
Nextel Peru has
been purchased by
Entel Chile Challenges
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Spectrum and Mobile Broadband Adoptionby 2Q 2013
24% Average MBB penetrat ion in Lat in America
0 100 200 300 400 500 600
Chile
Peru
Colombia
Ecuador
Mexico
Brazil
10%
Avai lablemarket spectrum
503 MHz
243 MHz
180 MHz
412.5 MHz
224 MHz
395 MHz
MBB Penetrat ion
39%
17%
17%
10%
39%
Source: Regulatory announcements, Informa Telecoms &Media, WCIS+, Junel 2013 www.4gamericas.org
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Issues and Opportunities in
Latin America & Caribbean
Increasingly restrictive wireless regulations in the region
Government initiatives and involvement in creating
national broadband plans
Average data contribution (VAS) to ARPU: 27% Vs. 43% inNorth America
24% Mobile Broadband penetration : 147 million
subscriptions
Mobile Broadband penetration increasing and providing
Internet access for the masses
www.4gamericas.org
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Gracias!
Erasmo RojasDirector Amrica Latina y El Caribe
mailto:[email protected]://www.google.com/url?sa=i&rct=j&q=peru&source=images&cd=&cad=rja&docid=rl2bSLplvNEyoM&tbnid=9FpDDBk6OjeVWM:&ved=0CAUQjRw&url=http://www.getintravel.com/machu-picchu-peru/lama-and-machu-picchu-peru/&ei=kjvDUa31JMmsiQL01oGgBw&bvm=bv.48175248,d.cGE&psig=AFQjCNED2BhQr-rBW43ud2ZSb4ou2msqyg&ust=1371835652716417mailto:[email protected]