Mexico Telecommunications Report Q1 2008: Industry Report

Mexico Telecommunications Report Q1 2008

Product Type: Market Research Report
Published by: Business Monitor International
Published: December 2007
Product Code: R302-1845

Description

Regulator Cofetel has taken some important steps towards liberalising Mexico’s telecoms markets, withthe decision to approve all requests for reselling any telecoms service providing that the service meets therequirements of the country’s telecoms law and the approval of new interconnection guidelines in aneffort to speed up liberalisation of the nascent triple play market. The first MVNO licence has beenawarded to fixed-line operator Maxcom, which is also reported to be planning to roll out IPTV servicesin all of its operations by YE08, as well as an IPO of up to US$175mn in American depositary shares(ADSs). The new interconnection guidelines will hinder any attempts to delay competition by setting aminimum of 40 days for agreements to be reached between operators. Unsurprisingly, dominant fixedlineand broadband operator Telmex has complained about the new rules, but the regulator seemsdetermined to push through measures to open up the market.

Regulations permitting cable TV operators to offer telephony services were approved in July and Telmexhas already signed interconnection agreements with nine operators. Broadcasting group Grupo Televisa,which already dominates the pay-TV market and has made several pay TV acquisitions so far in 2007,has now agreed to acquire long-distance operator Bestel as it prepares to battle it out with Telmex.While Mexico’s fixed-line market is stagnating despite growth from alternative operators, the broadbandmarket is growing more quickly than anticipated thanks to market leader Telmex. The operator continuesto post above average growth for the sector despite already accounting for over 70% of the market. Inlight of this growth and the good developments in the triple play market, we have raised forecasts andnow expect the market to grow by over 1mn net additions or around 54% in 2007, which will increasepenetration from 2.4% to 3.6%. Good double-digit growth should continue over the forecast period, andwe currently anticipate penetration to exceed 9% in 2011.

Table of Contents

Executive Summary

Market Data Analysis

Mobile

Table: Mexico Mobile Market, Q207

Table: Mexico Mobile Market, Net Additions, 2007

Mobile Data

Table: Telcel

Table: Movistar

Table: Iusacell

Table: Unefon

Table: Nextel

Fixed Line

Table: Mexico Local Access Market, Q207

Internet

Regulatory Developments

Industry Forecast Scenario

Mobile

Table: Mexico Telecoms Sector - Mobiles - Historical Data & Forecasts

Fixed Line

Table: Mexico Telecoms Sector - Fixed Line - Historical Data & Forecasts

Internet

Table: Mexico Telecoms Sector - Internet - Historical Data & Forecasts

Business Environment

Latin America

Mexico

Table: Latin America Business Environment Rankings

Mexico Telecoms Industry SWOT Analysis

Company Profiles

LatAm WiMAX Market Of Interest To Alcatel-Lucent

Table: Alcatel-Lucent Revenue Segment Breakdown Comparison (EURmn)

Table: Brazil Mobile Market - Breakdown of Technology Usage (%)

Telmex

Axtel

Telcel (América Móvil)

Telefónica Móviles México (Movistar)

Iusacell

Appendix: Competitive Landscape

Market Overview

Competitor Analysis

Table: Key Players: Mexico Telecoms Sector

Table: Key Players: Mexico Telecoms Operators Financial Indicators

Key Players

Mobile

Table: Regional Mobile Penetration Overview

Fixed Line

Table: Regional Fixed-Line Penetration Overview

Internet

Table: Regional Internet Penetration Overview

Table: Regional Broadband Penetration Overview

Macroeconomic Climate

Table: Mexico Economic Activity

BMI Forecast Modelling

How We Generate Our Industry Forecasts

Telecommunications Industry

Sources

Ordering and More Information

Price and Delivery Options

MindBranch has been the leading provider of industry and investment research from more than 550 independent research firms since 1992. With over 90,000 market research reports, MindBranch is your trusted source of competitive business intelligence.