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An overview of the Lat in American Telecom Market
Telefnica LatinoamricaJos Mara lvarez-PalleteCEO & Chairman Telefnica Latinoamrica
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Lat in America: a growth opportunity
Trends in t he Telecom sector: the race for
transformation
Final remarks
1.
2.
3.
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Real GDP per capita (1980 = 1)
OECD Latin America & Caribbean
Past global economic and financial crises havecurtailed Latin Americas growth prospects
Source : Javier Santiso, OCDE : Latin America, a key driver for UK and Spain Feb 2010
For two decades, Latam and theOECD grew at the same pace
Global recession in the beginning ofthe 80s had a strong long lasting
effect in Latam
After manyyears of poor
growth, in2002 the
futureappeared
gloomy forLatin America
In 1983 most of Latin America fell into a perverse dynamic of poor growth
Real GDP per Capita (1980=1)
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Real GDP per capita (1980 = 1)
OECD Latin America & Caribbean
But since 2002, Latin America has shown higher growtrates than most OCDE countries
Source : Javier Santiso, OCDE : Latin America, a key driver for UK and Spain Feb 2010(1) GDP per capita PPP 2002 2009 FMI Developed Countries vs Western Hemisphere (Latin America Carribean) (2) Source IMF Western Hemisphere Population 2002 2009
Latin America escaped the trap, and went back to a sustainable high-growthpath
Real GDP per Capita (1980=1)
+27% 1
+39% 1
In the period from 2002until 2009, Latin Americaspopulation grew in almost50 mill ion people 2 and itsGDP per capita grew39% 1
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Likewise, Latin America is recovering faster than advanceconomies from the recent world financial crisis
Less dependence of the US
Improvement of solvency rates
Fiscal & current accountssurplusBetter financial stance than
other emerging economies
Indicators already showposit ive trends
Currency Rates
Country Risk
Capital Inflows
>70% Latam GDP Investment Grade 1
(1) Standard & Poors Rating: Long Term Debt in Foreign Currency(2) Source: IMF
Brazilian jobs figurespoint to swift recoverySeptember, 17, 2009
Brazil last month recorded the biggestmonthly jump in new jobs providingfurther evidence that it isemergingfrom a short recession and mayreturn t o growt h as early asnext year.Figures from the employment ministryshowed a net 242,126 formal jobs werecreated in August .
GDP Growth (% , Constant Prices) (2)
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The region is also building a solid social structure
Since 2002, more than 50 million people in Latin America havelifted themselves out of povert y
PopulationMillions
Dec-10E Dec-50E
729
+ 140 MM
Source: UN
1.- Minimum for the development of the middle class
Economic
growt h gaveway to humandevelopment
>5% GDP growth in the last four years Unemployment reduced from 11% to
7.5% since 2002
During the
crisis, realeconomy hasremainedstrong
Stable unemployment rate
Strength of a growing middle class Better performance of consumption rates
than in previous crises
80% of urban populat ion.5 of t he biggest cit ies in t he
world
28% of populat ion < 14years old
In Brazil, the upper andmiddle income class surpassthe low income in number
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Access to information and communication technologiehas improved dramatically
LatamAverage
100%
25%
Latamaverage
Mobile Penetrat ion ratesAccesses / Pop
Fixed BroadbandAccesses / Household
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transforming Latin America in one of the mostdynamic societies in the internet
55% upload videos andphotos to the web
60% belong to asocial network
73% usemessenger
More than half of allinternet users access
the web every day
179 million internet users in Latam(*)30,5% of population
(*) Fuente: Internet World Statistics 2009
82% usewebmail
Latin America is addicted to the web
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Latin America offers thus a solid base to build thefuture of the telecom industry
The regions growth will be driven bymobile
The fixed line business will evolvetowards BB.
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MBB in particular will grow rapidly throughout theregion, especially in Brazil, Chile and Argentina
(1) Source: AnalysysMason
What is the potential of mobile broadband in
Latinamerica?
Mobile Broadband penetration per head of the population(Caribbean and Latin America 2009-2014 (1)
0%
2%
4%
6%
8%
10%
Brazil Chile Argentina Average Venezuela Colombia Mexico Peru
2009
2014
The MBB penetrationrate will increase from0,9% in 2009 to 5,4% ofthe population in 2014
The MBB market willgenerate almost 5 Billion
in 2014
In 2009, there were 5million MBB connectionsin CALA. By 2014, that
figure will increase to 34million.
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and Telefonica is ready to take the challengeTelefnicas dist inct ive assets in Latin America place us in a privileged posit ion
to take advantage of the opportunit ies that this new scenario will offer
Sept. 2009
25.1 MM Fixed lines
129,3 MM Mobiles7.6 MM Internet
1,7 MM TV
12
21
2
2
2
2
11
1
1
21
1
268 Million accessesworldwide, 164 of which arein Latin America (*)Key integrated operator in theregionMore than40 connectedcountries45.0000 Km of optical fiberand 7 data centers
88 Billion Euros invested inLatam since 1990
Fixed market rankingMobile market ranking
(*) Includes fixed line, FW, internet, mobile, TV and wholesale
http://images.google.com/imgres?imgurl=http://www.castilleja.org/faculty/flaurie_imberman/mundo/santacruzn/peruflag.gif&imgrefurl=http://www.castilleja.org/faculty/flaurie_imberman/mundo/santacruzn/santacruznh.html&h=400&w=600&sz=15&hl=es&start=1&um=1&tbnid=Tuwg6hNwHXBjBM:&tbnh=90&tbnw=135&prev=/images?q=bandera+de+per%C3%BA&svnum=10&um=1&hl=es&lr=&rls=GGLR,GGLR:2007-02,GGLR:enhttp://images.google.com/imgres?imgurl=http://www.worldflags.es/ampliaciones/508aChile.jpg&imgrefurl=http://www.worldflags.es/cart.php?action=detalle&idp=508&idSEC=1&categoria=4&subcategoria=11&inicio=0&h=250&w=400&sz=9&hl=es&start=3&um=1&tbnid=j9i3BK0a0uhELM:&tbnh=78&tbnw=124&prev=/images?q=bandera+de+chile&svnum=10&um=1&hl=es&lr=&rls=GGLR,GGLR:2007-02,GGLR:enhttp://images.google.com/imgres?imgurl=http://www.choyleefutchile.cl/bandera_venezuela.jpg&imgrefurl=http://www.choyleefutchile.cl/links.htm&h=256&w=393&sz=7&tbnid=MpU1cD8q6VzSkM:&tbnh=78&tbnw=120&hl=es&start=5&prev=/images?q=venezuela+bandera&svnum=10&hl=es&lr=&rls=GGLR,GGLR:2006-17,GGLR:enhttp://images.google.com/imgres?imgurl=http://www.hpturismo.com/Imagenes/bandera_panama.png&imgrefurl=http://www.hpturismo.com/centro_america.htm&h=202&w=337&sz=49&hl=es&start=1&tbnid=6FwmDfXyhAO8oM:&tbnh=71&tbnw=119&prev=/images?q=bandera+panam%C3%A1&svnum=100&hl=es&lr=&rls=GGLR,GGLR:2006-17,GGLR:enhttp://images.google.com/imgres?imgurl=http://www.mamlambo.com/images/movistar_logo.gif&imgrefurl=http://www.mamlambo.com/alliances.html&h=22&w=90&sz=2&hl=es&start=66&tbnid=zvrGDtzemVxOdM:&tbnh=19&tbnw=78&prev=/images?q=movistar+logo&start=60&ndsp=20&svnum=100&hl=es&lr=&rls=GGLR,GGLR:2006-17,GGLR:en&sa=Nhttp://images.google.com/imgres?imgurl=http://www.lasprovincias.es/RC/200605/11/Media/telefonica--200x250.jpg&imgrefurl=http://www.lasprovincias.es/alicante/pg060511/economia/200605/11/telefonica-moviles-ganancias.html&h=250&w=200&sz=10&hl=es&start=7&tbnid=PMwA-jVRyTfDUM:&tbnh=111&tbnw=89&prev=/images?q=telefonica&svnum=100&hl=es&lr=&rls=GGLR,GGLR:2006-17,GGLR:en -
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Lat in America: a growth opportunity
Trends in t he Telecom sector: the race for
transformation
Final remarks
1.
2.
3.
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Years to reach the first 150 million customers
The growing speed of massif adoption of newtechnologies has determined a new world order
89 yrs 38 yrs 17 yrs 14 yrs 7 yrs 5 yrs
The pace of transformation of the Telecom sector isfaster every day
Fuente: Forbes
http://lifeinthenhs.files.wordpress.com/2009/02/facebook.jpghttp://www.ipodtotal.com/imagenes/noticias2/ipod-classic-mano.jpghttp://members.chello.nl/mlampers/images/IBM%20PC-XT-1.jpghttp://www.elcoloquiodelosperros.net/numero23/spot23.jpghttp://rienzie.com/img/telefonomovil.jpg -
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600,000 newusers every day
1day
1minute
1second
10 hours ofnew videosuploaded
50 Million blogsupdated every
second!!!
so fast, we now are talking seconds instead ofyears
http://images.google.com/imgres?imgurl=http://perso.univ-rennes1.fr/arthur.charpentier/facebook.jpg&imgrefurl=http://www.myspace.com/diegoldstein&usg=__La-sVXj_tSlcmz6hu2AnLjFDckA=&h=301&w=800&sz=50&hl=es&start=2&um=1&tbnid=jGTeQeE8hvY07M:&tbnh=54&tbnw=143&prev=/images?q=facebook&hl=es&lr=&sa=N&um=1http://thesituationist.files.wordpress.com/2007/12/blogosphere2.jpghttp://images.google.es/imgres?imgurl=http://informaticaxp.net/imagenes/youtube_logo.jpg&imgrefurl=http://informaticaxp.net/tag/youtube&usg=__HIxiKgI9NHzlKtfgBT0Frbi43X0=&h=337&w=450&sz=18&hl=es&start=6&um=1&tbnid=Li4KoQd-cShT2M:&tbnh=95&tbnw=127&prev=/images?q=youtube&hl=es&um=1 -
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Information technologies have transformed the way wlive, communicate and access services
New devices Social Networks Internet 3.0
New services EBook Cloud computing
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and thus, the fundamentals of our business havechanged dramatically
New bigger moreversatile screensNew mobileterminals
x4 Increase of BB capacityMassif deployment of MBBNew profile of usage: theimportance of uploadcapacity vs download
High speedgrowth ofdata traffic
Zetabytes/Year
+2 Zetabytes
Digital Content2.
4.
All you needavailable fromany device atanytime
Broadband1.
New devices Applicat ions3.
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The mobile industry will be particularly dynamic:internet is shifting the ground rules of the business
Mobile data revenuesUSD billions
40% CAGR2003 Vs2007
Today Telecom operatorscontrol most of t he mobile
data business
Players of the mobile data business
but the ground rules arechanging and we have an
unparallel opportunity togrow
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The challenge for a Telecom operator is to takeadvantage of this new scenario
Open innovat ion is the key t o success
Telefnica haslaunched aunique andintegratedplatform
Application developers,pioneering start-ups and
small softwarecompanies will be able to
offer theirground-breaking applications andservices to more than 160
mill. customers.
RegionalNodes
SDPT-Latam
&Huawei
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because there will be plenty of growth opportunitiesin our sector
M2M markets Telecom operators roles
Automation & monitoring
Automotive
Security
Payments & POs
Transportation & logistics
Healthcare
Providing the connection toremote devices
Managing data transmission
through GSM, GPRS, EDGE andRFID
M2M platform development
Telecom sector analysts forcast more than 250 million M2M lines in 2012.
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and smart grid devices will further broaden thislandscape of opportunities
Automation & monitoring
Smart grid devices rationalize the use ofenergy adjusting it to each customers
consumption patterns and making supplymore reliable. They can help reduce energy
consumption up to 15%
Charging connectivit y
(home and public)Optimization of chargetiming
In-home display with real-
time usage/ pricingstatisticsUsage aware appliancesHome security &automation
Automation of the grid, remotemonitoring and loss reductionReal time outage notificationRemote disconnectionOperational improvements fordistribut ion companies
Consumer Applications1 2 3Grid Applications anddata analyt ics/ management
Electric vehicle
PowerCo
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and smart grid devices will further broaden thislandscape of opportunities
Automation & monitoring
Smart grid devices rationalize the use ofenergy adjusting it to each customers
consumption patterns and making supplymore reliable. They can reduce energy
consumption up to 15%
Charging connectivit y
(home and public)Optimization of chargetiming
In-home display with real-
time usage/ pricingstatisticsUsage aware appliancesHome security &automation
Automation of the grid, remotemonitoring and loss reductionReal time outage notificationRemote disconnectionOperational improvements fordistribut ion companies
Consumer Applications1 2 3Grid Applications anddata analyt ics/ management
Elect ric vehicle
PowerCo
Telecom operatorswill enable the useof M2M devices
providingcommunication
services.
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Lat in America: a growth opportunity
Trends in t he Telecom sector: the race for
transformation
Final remarks
1.
2.
3.
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In summary:
Information and communication technologies havedramatically changed theway we live in a very short period of time.
Telecom operators need toquickly t ransform their business st rategies
accordingly to meet growing consumer needs and take full advantage of theopportunities that this new scenario offers.
The mobile business is part icularly dynamic.Mobile broadband will bringabout the next wave of growth.
We expect Lat in Americas telecom industry t o grow fast in the near future :the region is building a solid social structure, is recovering fast from the recentfinancial crisis and has a vigorous society in the internet.
Telefonica is best placed to take full advantage of the next wave of growth ofthe Telecom Industry, specially in Latin America where it has unique assets.
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