Sydney, Feb. 06, 2020 (GLOBE NEWSWIRE) -- Just released, this edition of Paul Budde Communication’s focus report on Brasil outlines the major developments and key aspects in the telecoms markets.

Click here to access the report : https://www.budde.com.au/Research/Brazil-Telecoms-Mobile-and-Broadband-Statistics-and-Analyses

The Brazilian fixed-line market continues to suffer from consumers substituting services for mobile and VoIP solutions, the latter offerings being treated as value-add and thus not being regulated. As a result, VoIP services are offered by many providers.

The country is a key platform for a number of important submarine cables connecting to the USA, Central and South America, Africa and the Caribbean. Several new cable systems are due to come into service through to 2022, which will increase bandwidth and push down broadband prices for end-users. Investments are also ongoing into extensive terrestrial cables between Brazil, Argentina and Chile.

The principal telcos include Telefónica Brasil, operating fixed-line and mobile services under the Vivo brand, as well as América Móvil operating services under the Claro brand. Oi also offers a range of services though the company’s financial difficulties have prompted it to consider selling its mobile business in a bid to reduce debt.

Brazil has one of the largest mobile markets in Latin America. Changes to the dynamics of the market further into 2020 are expected if Oi successfully completes the sale of its mobile unit. The multi-spectrum auction intended to push the development of 5G was scheduled for March 2020 but has been delayed due to interference issues with satellite TV broadcasts. The auction will be the largest conducted in Brazil thus far, though given the underused capabilities of LTE it is unlikely that the licensees will provide commercial services before the end of 2021.

The country also has one of the largest broadband markets in Latin America, though broadband penetration is only slightly above the regional average, trailing behind Chile, Argentina, and Uruguay. Amendments to the licensing regime adopted in October 2019 also require that ISPs which have switched to authorisations invest money saved from lighter regulations be invested in the expansion of broadband services.

Claro is the leading broadband network operator, followed by Vivo and Oi. Oi and Vivo provide services via DSL while Claro is principally a cable broadband provider. The fibre segment has shown the strongest growth during the last two years, reflecting efforts among providers to extend their networks.

This report provides a review of Brazil’s telecom market, including infrastructure and the regulatory environment. It profiles the main fixed-line operators and provides relevant statistics and analyses. The report also covers the mobile voice and data segments, providing a range of statistics and analyses, as also subscriber forecasts. In addition, the report reviews the fixed and fixed-wireless broadband sectors, including an assessment of technologies and regulatory influences.

Key developments:

  • More operators launch FttP services;
  • EllaLink cable system becomes operational;
  • Legislative reform eases restrictions on telcos and opens up market for spectrum trading;
  • GlobeNet and Facebook start laying the 2,500km Malbec cable;
  • Seabras-1 cable to provide direct route between the US and Brazil;
  • Nextel Brazil sold to América Móvil;
  • Multi-spectrum 5G auction delayed due to interference issues;
  • Mercosur countries end international roaming charges;
  • Report update includes the regulator's market data updates to November 2019, operator data to Q3 2019, Telecom Maturity Index charts and analyses, recent market developments

Companies mentioned in this report:

Telefónica Brasil/Vivo, TIM Brasil, Claro, Oi, Nextel Brasil, CTBC/Algar Telecom, Sercomtel Celular, Vodafone Brazil/ARQIA, Embratel, GVT, Universo Online (UOL), Net Serviços de Comunicação, Intelig, Neovia, Eletropaulo Telecom, Copel, BuscaPé, Global Crossing, Star One, TelesatBrasil, Hispamar, Telebrás, Intelig

Henry Lancaster

February 2020


Table of Contents

  • Key statistics
  • Regional Latin America Market Comparison
    • Telecom Maturity Index by tier
      • Market Leaders
      • Market Challengers
      • Market Emergents
      • South America Telecom Maturity Index
      • Central America Telecom Maturity Index
    • TMI versus GDP
    • Mobile and mobile broadband penetration
    • Fixed and mobile broadband penetration
  • Country overview
  • Telecommunications market
    • Historical overview
    • Market analysis
  • Regulatory environment
    • Regulatory developments
    • General Plan for Updating Telecom Regulations (PGR)
    • General Telecommunications Act
    • Regulatory authority
    • Fixed-line developments
      • Privatisation of Telebrás
      • Telecom sector liberalisation
      • General Competition Plan
      • Concessions and authorisations
      • Mirror companies
      • Universal service goals
      • Government telecom funds (Fust, Fistel, and Funttel)
      • Number Portability (NP)
      • Access
      • Interconnection
      • Fixed-line contract renewal – 2006
      • Fixed-line contract renewal – 2011
    • Mobile network developments
      • Mobile spectrum allocation and concession areas
      • Mobile Number Portability (MNP)
      • Roaming
      • Mobile Termination Rates (MTRs)
      • Network sharing
      • Tower infrastructure
  • Mobile market
    • Mobile statistics
    • Mobile infrastructure
    • Analogue networks
    • Digital networks
      • 5G
      • 4G (LTE)
      • 3G
      • GSM
      • Other infrastructure developments
    • Mobile data
      • SMS
    • Mobile broadband
    • Major mobile operators
      • Introduction
      • Vivo (Telefónica Brasil)
      • TIM Brasil
      • Claro Brazil
      • Oi
      • Nextel Brasil
      • CTBC/Algar Telecom
      • Sercomtel Celular
      • Unicel/Aeiou (defunct)
      • Mobile Virtual Network Operators (MVNOs)
    • Mobile content and applications
      • Mobile economy
  • Fixed-line broadband market
    • Introduction and statistical overview
    • Broadband statistics
    • Digital inclusion and GESAC
      • National broadband plan
      • Broadband for Schools
    • Fixed-line broadband technologies
      • Hybrid Fibre Coax (HFC) networks
      • Digital Subscriber Line (DSL) networks
      • Fibre-to-the-Premises (FttP) networks
    • Other fixed broadband services
      • Broadband Powerline (BPL)
      • Fixed wireless
  • Fixed network operators
    • Overview of fixed network market
    • Oi (Telemar)
    • Vivo (Telefônica Brasil)
    • Embratel (Claro)
    • Global Village Telecom (GVT)
    • TIM Brasil
    • CTBC/Algar Telecom
    • Sercomtel
  • Telecommunications infrastructure
    • National telecom network
    • Fixed-line statistics
    • International infrastructure
      • Submarine cable networks
      • Satellite networks
    • Infrastructure developments
      • Amazon cable
      • Very small aperture terminal (VSAT) networks
    • Smart infrastructure
      • Smart meters/smart grids
    • Data centres
  • Appendix – Historic data
  • Related reports


List of Tables

  • Table 1 – Top Level Country Statistics and Telco Authorities - Brazil – 2019 (e)
  • Table 2 – Evolution of GDP in Brazil – 2000 – 2019
  • Table 3 – Change in telecommunications revenue and proportion to GDP – 2009 – 2019
  • Table 4 – Change in proportion of telecom revenue by segment – 2009 – 2019
  • Table 5 – Development of telecom revenue by segment – 2009 – 2019
  • Table 6 – Change in telecommunications investment and proportion of revenue – 2009 – 2019
  • Table 7 – Change in telecommunications investment by sector – 2009 – 2018
  • Table 8 – Change in proportion of telecom investment by segment – 2000 – 2018
  • Table 9 – Growth in the number of annual mobile numbers ported – 2008 – 2017
  • Table 10 – Decline in MTRs – 2016 – 2019
  • Table 11 – Growth in the number of mobile towers by operator – 2004 – 2019
  • Table 12 – Growth in the number of active mobile subscribers and penetration rate – 2009- 2024
  • Table 13 – Change in the prepaid/postpaid ratio of mobile connections – 2009 – 2019
  • Table 14 – Change in mobile voice and data ARPU – 2009 – 2019
  • Table 15 – Change in mobile market share of subscriptions by technology – 2004 – 2019
  • Table 16 – Growth in the number of LTE subscribers – 2013 – 2019
  • Table 17 – Development in the number of LTE subscribers by operator – 2013 – 2019
  • Table 18 – Change in LTE subscriber market share by operator – 2014 – 2019
  • Table 19 – 3G and LTE network population coverage – 2008 - 2019
  • Table 20 – Increase in the number of Vivo’s LTE subscribers and penetration – 2015 – 2019
  • Table 21 – Growth in Vivo’s mobile data traffic – 2015 – 2019
  • Table 22 – 3G municipal coverage – 2008 – 2019
  • Table 23 – Decline in the number of 3G subscribers and market share – 2008 – 2019
  • Table 24 – Decline in the number of GSM subscribers – 2007 – 2019
  • Table 25 – M2M terminals – 2008 – 2019
  • Table 26 – Growth in the number of mobile broadband subscribers and penetration – 2009 – 2024
  • Table 27 – Mobile broadband accesses by major operator – 2013 – 2018
  • Table 28 – Mobile broadband accesses by minor operator – 2013 – 2018
  • Table 29 – Increase in mobile broadband population coverage by major operator – 2013 – 2019
  • Table 30 – Mobile operators’ market share of subscribers – 2010 – 2019
  • Table 31 – Change in the number of Vivo’s mobile subscribers – 2010 – 2019
  • Table 32 – Development of Vivo’s mobile financial data (€) – 2013 – 2019
  • Table 33 – Development of TIM Brasil’s mobile financial data – 2009 – 2019
  • Table 34 – Development of TIM Brasil’s financial data (€) – 2014 – 2019
  • Table 35 – Change in the number of TIM Brasil’s mobile subscribers – 2009 – 2019
  • Table 36 – Development of Claro Brazil’s mobile revenue – 2010 – 2019
  • Table 37 – Decline in the number of Claro Brazil’s mobile subscribers – 2010 – 2019
  • Table 38 – Decline in Oi’s mobile revenue – 2012 – 2019
  • Table 39 – Decline in the number of Oi’s mobile subscribers – 2010 – 2019
  • Table 40 – Change in Oi’s mobile ARPU – 2016 – 2019
  • Table 41 – Nextel revenue ($) – 2010 – 2019
  • Table 42 – Nextel Brazil financial data (R$) – 2017 – 2019
  • Table 43 – Nextel Brazil ARPU – 2017 – 2019
  • Table 44 – Change in the number of Nextel Brazil’s mobile subscribers – 2009 – 2019
  • Table 45 – Nextel Brazil – mobile subscribers by type – 2015 – 2018
  • Table 46 – Algar Telecom voice revenue (mobile and fixed) – 2009 – 2019
  • Table 47 – Development of Algar Telecom’s financial data – 2015 – 2019
  • Table 48 – Growth in the number of Algar Telecom’s mobile subscribers – 2009 – 2019
  • Table 49 – Decline in the number of Sercomtel’s mobile subscribers – 2009 – 2019
  • Table 50 – MVNO subscribers – 2012 – 2019
  • Table 51 – Port Seguro mobile subscribers – 2012 – 2019
  • Table 52 – ARQIA mobile subscribers – 2013 – 2019
  • Table 53 – Growth in the number of fixed broadband subscribers and penetration – 2009 – 2024
  • Table 54 – Change in broadband market share of subscribers by main operator – 2009 – 2019
  • Table 55 – Schools connected via the broadband for Schools program – 2008 – 2018
  • Table 56 – Growth in the number of cable modem subscribers and penetration – 2009 – 2020
  • Table 57 – Decline in the number of DSL subscribers and penetration – 2009 – 2020
  • Table 58 – Growth in the number of Oi’s broadband subscribers – 2010 – 2019
  • Table 59 – Growth in the number of Claro’s fixed broadband subscribers – 2009 – 2019
  • Table 60 – Change in the number of Vivo’s broadband subscribers – 2009 – 2019
  • Table 61 – Growth in the number of TIM Brasil’s broadband subscribers – 2012 – 2019
  • Table 62 – Growth in the number of Algar Telecom’ broadband subscribers – 2009 – 2019
  • Table 63 – Growth in the number of Vivo’s FttP/C connections – 2014 – 2019
  • Table 64 – Growth in the number of fibre broadband subscribers – 2008 – 2020
  • Table 65 – Change in the number of satellite broadband connections – 2014 – 2021
  • Table 66 – Change in operator market share of fixed lines –– 2009 – 2019
  • Table 67 – Development of Oi’s revenue by service – 2012 – 2019
  • Table 68 – Development of Oi’s EBITDA, capex (Brazil) – 2012- 2019
  • Table 69 – Decline in the number of Oi’s fixed lines in service – 2010 – 2019
  • Table 70 – Decline in the number of Vivo’s fixed lines in service – 2009 – 2019
  • Table 71 – Decline in the number of Claro Brazil’s fixed lines in service – 2006 – 2019
  • Table 72 – Decline in the number of Claro Brazil’s fixed-line RGUs – 2013 – 2019
  • Table 73 – Decline in Claro Brazil’s fixed-line revenue – 2013 – 2019
  • Table 74 – Development of Claro Brazil’s financial data – 2013 – 2019
  • Table 75 – Growth in the number of TIM Brazil’s fixed lines in service – 2012 - 2019
  • Table 76 – Growth in the number of Algar Telecom’s fixed lines in service – 2012 – 2019
  • Table 77 – Decline in the number of fixed lines in service and teledensity – 2009 – 2024
  • Table 78 – International internet bandwidth – 2004 – 2017
  • Table 79 – Historic - Mobile market share by technology – 2004 – 2009
  • Table 80 – Historic - Mobile prepaid/postpaid ratio – 2003 – 2009
  • Table 81 – Historic - LTE geographic and population coverage by operator – 2017
  • Table 82 – Historic - Mobile subscribers and penetration rate – 1997 – 2009
  • Table 83 – Historic - Mobile operators’ market share of subscribers – 2002 – 2009
  • Table 84 – Historic - Mobile ARPU – major operators – 2009 – 2017
  • Table 85 – Historic - Oi mobile subscribers – 2002 – 2009
  • Table 86 – Historic - Claro Brazil mobile subscribers – 2002 – 2009
  • Table 87 – Historic - Vivo mobile subscribers – 2002 – 2009
  • Table 88 – Historic – Sercomtel mobile subscribers – 2003 – 2009
  • Table 89 – Historic - TIM Brasil mobile subscribers – 2002 – 2018
  • Table 90 – Historic - Algar Telecom mobile subscribers – 2003 – 2009
  • Table 91 – Historic - Nextel Brazil’s mobile subscribers – 2002 – 2009
  • Table 92 – Historic - Internet users and penetration – 1998 – 2009
  • Table 93 – Historic - Fixed broadband subscribers and penetration – 2001 – 2009
  • Table 94 – Historic - Share of fixed/fixed wireless broadband subscriptions by platform – 2010 – 2015
  • Table 95 – Historic - Fixed broadband connections by speed – 2014 – 2017
  • Table 96 – Historic - Cable modem subscribers and penetration – 2001 – 2018
  • Table 97 – Historic - DSL subscribers and penetration – 2001 – 2009
  • Table 98 – Wi-Fi hotspots in service – 2013 – 2016
  • Table 99 – Historic - Oi broadband subscribers – 2001 – 2009
  • Table 100 – Historic - Telefónica/Vivo FttP homes passed and connected – 2008 – 2015
  • Table 101 – Historic - GVT – broadband subscribers – 2004 – 2015
  • Table 102 – Historic - Broadband operators’ market share – 2003 – 2009
  • Table 103 – Internet access market share by platform – 2005 – 2015
  • Table 104 – Historic - Average broadband access speed (download) – 2007 – 2017
  • Table 105 – Historic – Claro’s broadband subscribers – 2001 – 2009
  • Table 106 – Historic – Vivo’s fixed broadband subscribers – 2001 – 2009
  • Table 107 – Historic - Fixed lines in service and teledensity – 1995 – 2009
  • Table 108 – Historic - Operator market share of fixed lines –– 2006 – 2010
  • Table 109 – Historic - Telecommunications investment – 2000 – 2009
  • Table 110 – Historic - Proportion of telecom investment by segment – 2000 – 2009
  • Table 111 – Historic - Evolution of GDP in Brazil – 2000 – 2009
  • Table 112 – Historic - Telecommunications revenue and proportion to GDP – 2000 – 2009
  • Table 113 – Historic - Proportion of telecom revenue by segment – 2000 – 2017
  • Table 114 – Historic - Telecom revenue by segment – 2005 – 2009
  • Table 115 – Historic – Oi’s fixed lines in service – 1999 – 2009
  • Table 116 – Historic - Vivo’s fixed lines in service – 1999 – 2009
  • Table 117 – Historic - Vivo (GVT) financial data – 2012 – 2014
  • Table 118 – Historic - Vivo (GVT) revenue by service – 2012 – 2013
  • Table 119 – Historic Vivo (GVT) fixed lines in service – 2006 – 2015

List of Charts

  • Chart 1 – Latin America –Overall Telecoms Maturity Index
  • Chart 2 – Latin America Telecoms Maturity Index – Market Leaders Category
  • Chart 3 – Latin America Telecoms Maturity Index – Market Challengers Category
  • Chart 4 – Latin America Telecoms Maturity Index – Market Laggards Category
  • Chart 5 – South America –Telecoms Maturity Index by country
  • Chart 6 – Central America –Telecoms Maturity Index by country
  • Chart 7 – Latin America Telecoms Maturity Index vs GDP per Capita
  • Chart 8 – South America mobile subscriber penetration versus mobile broadband penetration
  • Chart 9 – Latin America fixed broadband penetration versus mobile broadband penetration
  • Chart 10 – Change in telecommunications revenue and proportion to GDP – 2009 – 2019
  • Chart 11 – Change in proportion of telecom revenue by segment – 2009 – 2019
  • Chart 12 – Development of telecom revenue by segment – 2009 – 2019
  • Chart 13 – Change in telecommunications investment and proportion of revenue – 2009 – 2019
  • Chart 14 – Change in telecommunications investment by sector – 2009 – 2018
  • Chart 15 – Change in telecommunications investment by sector – 2009 – 2018
  • Chart 16 – Growth in the number of annual mobile numbers ported – 2008 – 2017
  • Chart 17 – Decline in MTRs – 2016 – 2019
  • Chart 18 – Growth in the number of mobile towers by operator – 2004 – 2019
  • Chart 19 – Growth in the number of mobile subscribers and penetration rate – 2009- 2024
  • Chart 20 – Change in the prepaid/postpaid ratio of mobile connections – 2009 – 2019
  • Chart 21 – Change in mobile voice and data ARPU – 2009 – 2019
  • Chart 22 – Change in mobile market share of subscriptions by technology – 2004 – 2019
  • Chart 23 – Growth in the number of LTE subscribers – 2013 – 2019
  • Chart 24 – Development in the number of LTE subscribers by operator – 2015 – 2019
  • Chart 25 – Change in LTE subscriber market share by operator – 2014 – 2019
  • Chart 26 – Increase in the number of Vivo’s LTE subscribers and penetration – 2015 – 2019
  • Chart 27 – Decline in the number of 3G subscribers and market share – 2008 – 2019
  • Chart 28 – Growth in the number of mobile broadband subscribers and penetration – 2009 – 2024
  • Chart 29 – Increase in mobile broadband population coverage by major operator – 2013 – 2019
  • Chart 30 – Mobile operators’ market share of subscribers – 2009 – 2019
  • Chart 31 – Change in the number of Vivo’s mobile subscribers – 2010 – 2019
  • Chart 32 – Development of Vivo’s mobile financial data (€) – 2013 – 2019
  • Chart 33 – Development of TIM Brasil’s mobile financial data – 2009 – 2019
  • Chart 34 – Development of TIM Brasil’s financial data (€) – 2014 – 2019
  • Chart 35 – Change in the number of TIM Brasil’s mobile subscribers – 2009 – 2019
  • Chart 36 – Development of Claro Brazil’s mobile revenue – 2010 – 2019
  • Chart 37 – Decline in the number of Claro Brazil’s mobile subscribers – 2010 – 2019
  • Chart 38 – Decline in Oi’s mobile revenue – 2012 – 2019
  • Chart 39 – Decline in the number of Oi’s mobile subscribers – 2010 – 2019
  • Chart 40 – Development of Algar Telecom’ financial data – 2015 – 2019
  • Chart 41 – Growth in the number of Algar Telecom’s mobile subscribers – 2009 – 2019
  • Chart 42 – Growth in the number of fixed broadband subscribers and penetration – 2009 – 2024
  • Chart 43 – Change in broadband market of subscriber by main operator – 2009 – 2019
  • Chart 44 – Growth in the number of cable modem subscribers and penetration – 2009 – 2020
  • Chart 45 – Decline in the number of DSL subscribers and penetration – 2009 – 2020
  • Chart 46 – Growth in the number of Oi’s broadband subscribers – 2010 – 2019
  • Chart 47 – Growth in the number of Claros’s broadband subscribers – 2009 – 2019
  • Chart 48 – Change in the number of Vivo’s broadband subscribers – 2009 – 2019
  • Chart 49 – Growth in the number of TIM Brasil’s broadband subscribers – 2012 – 2019
  • Chart 50 – Growth in the number of Algar Telecom’ broadband subscribers – 2009 – 2019
  • Chart 51 – Growth in the number of Vivo’s FttP/C connections – 2014 – 2019
  • Chart 52 – Growth in the number of fibre broadband subscribers – 2008 – 2020
  • Chart 53 – Change in operator market share of fixed lines –– 2009 – 2019
  • Chart 54 – Development of Oi’s revenue by service – 2012 – 2019
  • Chart 55 – Development of Oi’s EBITDA, capex (Brazil) – 2012- 2019
  • Chart 56 – Decline in the number of Oi’s fixed lines in service – 2010 – 2019
  • Chart 57 – Decline in the number of Vivo’s fixed lines in service – 2009 – 2019
  • Chart 58 – Decline in the number of Claro Brazil’s fixed lines in service – 2006 – 2019
  • Chart 59 – Decline in the number of Claro Brazil’s fixed-line RGUs – 2013 – 2019
  • Chart 60 – Decline in Claro Brazil’s fixed-line revenue – 2013 – 2019
  • Chart 61 – Development of Claro Brazil’s financial data – 2013 – 2019
  • Chart 62 – Growth in the number of TIM Brazil’s fixed lines in service – 2012 - 2019
  • Chart 63 – Growth in the number of Algar Telecom’s fixed lines in service – 2012 – 2019
  • Chart 64 – Decline in the number of fixed lines in service and teledensity – 2009 – 2024

List of Exhibits

  • Exhibit 1 – Generalised Market Characteristics by Market Segment
  • Exhibit 2 – South America - Key Characteristics of Telecoms Markets by Country
  • Exhibit 3 – Central America - Key Characteristics of Telecoms Markets by Country
  • Exhibit 4 – Map of Brazil
  • Exhibit 5 – Regions and states of Brazil
  • Exhibit 6 – H-band for 3G services – lots, areas, and spectrum winners
  • Exhibit 7 – Bands for 4G services – blocks, winners, and price/MHz/population
  • Exhibit 8 – 700MHz auction results – 2014
  • Exhibit 9 – 1800MHz, 1900MHz, 2.5GHz auction bids – December 2015
  • Exhibit 10 – Subdivision of Brazil into regions and areas for mobile licensing
  • Exhibit 11 – Vivo – concessions
  • Exhibit 12 – TIM Brasil – concession awards for frequency bands A, B, D, E
  • Exhibit 13 – Claro Brazil – concessions
  • Exhibit 14 – Oi – concession awards for frequency bands A, D, E, M
  • Exhibit 15 – Regions and states of Brazil
  • Exhibit 16 – Regions and states of Brazil
  • Exhibit 17 – Regions and States of Brazil
  • Exhibit 18 – Atlantic Cable System – planned
  • Exhibit 19 – Geostationary satellites operating in Brazil
  • Exhibit 20 – Historic - LTE TDD deployments
  • Exhibit 21 – Historic - LTE deployments
  • Exhibit 22 – Historic - 3G network launches by operator – 2007 – 2008


Click here to access the report : https://www.budde.com.au/Research/Brazil-Telecoms-Mobile-and-Broadband-Statistics-and-Analyses

 

Nicolas Bombourg
nbombourg@budde.com.au

Within Australia
(02) 8076 7665

Outside Australia
+44 207 097 1241