拉丁美洲的5G：释放潜力

Unleashing the potential The GSMA is a global organisation unifying the mobileecosystem to discover, develop and deliver innovationfoundational to positive business environmentsand societal change. Our vision is to unlock thefull power of connectivity so that people, industryand society thrive. Representing mobile operatorsand organisations across the mobile ecosystemand adjacent industries, the GSMA delivers for itsmembers across three broad pillars: Connectivity for GSMA Intelligence is the definitive source of globalmobile operator data, analysis and forecasts, andpublisher of authoritative industry reports andresearch. Our data covers every operator group,network and MVNO in every country worldwide – GSMA Intelligence is relied on by leading operators,vendors, regulators, financial institutions and third-party industry players, to support strategic decision- Our team of analysts and experts produce regularthought-leading research reports across a range of For more information, please visit the GSMAcorporate website atwww.gsma.com Follow the GSMA on Twitter:@GSMA www.gsmaintelligence.com info@gsmaintelligence.com Pau Castells, Head of Economic Analysis,GSMA Intelligence James Joiner, Lead Analyst, GSMA Intelligence Alejandro Adamowicz, Technology & StrategicEngagement Director, GSMA Latin America Published June 2023 © 2023 – GSMA Intelligence. This material has been independently prepared by GSMAIntelligence (the mobile industry’s leading data and analysisresource operated by GSMA Ltd, the “GSMA”) in collaboration The GSMA is not liable for the accuracy of this material whenused or relied on by a third party. When used by third parties,the GSMA accepts no responsibility for errors in the information Contents Executive summary Executive 5G is driving network investment 5G is set for take-off As of March 2023, eight countries in Latin Americahad launched commercial 5G services. The numberof 5G connections is forecast to grow steadily overthe next couple of years, before accelerating in thesecond half of the decade as new 5G markets go Operators in Latin America have invested $54 billion1in mobile capex over the last five years – mostly ondeploying and expanding 4G networks. The rolloutof 5G networks across the region is expected todrive a slight increase in capex levels, but a spike is The speed of adoption reflects the high levels ofconsumer interest in 5G. According to a GSMAIntelligence survey, nearly two thirds of consumersin Latin America intend to upgrade to 5G. Around Key investment areas will include massive MIMOcapabilities, cell site densification and fibrebackhaul. Investments in sustainable technologies(renewables and energy-efficient equipment) arealso high on the agenda, as operators look toguard against rising energy costs. Furthermore,operators in Latin America see the rollout of 5G as There is also positive sentiment towards 5G amongenterprises in Latin America. GSMA Intelligenceresearch shows that enterprises in the regionacross all verticals find new technologies such as Moving to cloud-native infrastructure will be crucialto enable 5G standalone (5G SA) deployments. Asis the case globally, most initial 5G deployments inLatin America have used a non-standalone (NSA)architecture. 5G networks in Brazil are a notableexception. 5G SA availability will increase in otherparts of the region, however. GSMA Intelligenceresearch shows that 55% of operators in Latin Operators searchfor the ‘wow’ factor The enterprise sector will prove According to a GSMA Intelligence survey, 5G homebroadband is an extremely or very appealingproposition for two thirds of Latin Americanconsumers. 5G FWA will mainly be used to facilitatefirst-time home broadband adoption in the region, inaddition to improving speeds for households relianton cable/DSL connections with lower performance. There is a consensus among operators that thebusiness-to-business (B2B) segment representsthe largest incremental revenue opportunityin the 5G era, considering the raft of digitaltransformation projects underway across a numberof industries. Operators around the world typically With the deployment of 5G networks, operatorsare reshaping their enterprise strategies tobetter serve customers. Besides connectivityspeeds being upgraded over those of previousnetwork generations, 5G provides benefits for IoTdeployments and low-latency applications. Thereis also scope to scale private wireless solutions.Latin America has seen demand for private wireless Most early 5G use cases are extensions of existingservices. However, mobile operators are acutelyaware of the need to develop further applicationsthat leverage 5G’s unique capabilities to drive a‘wow’ factor and justify higher prices. These willrequire certain partnerships, with a combination of Policy decisions are key to Unlocking the potential of 5G requires policymeasures to support network investment andimprove the affordability of digital services forconsum