informe latam 2014
TRANSCRIPT
INFORME 2014LATAM-ARG
WAYMEDIA INFORME LATAM ARGENTINA 2014
OVER 20 “BILLION DOLLAR”MOBILE INTERNET COMPANIES
VA
LUA
TIO
N ($
B)
30
20
10
5
1100 500 1.000 2.000 3.000 4.000
VALUE CREATED PER YEAR SINCE FOUNDING ($M/YEAR)
As anyone can notice, “mobile is eating the world”. The Mobile industry is growing faster than any other, and mobile focused internet companies are reaching record-breaking valuations.
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GLOBAL SMARTPHONE QUARTERLY UNIT SHIPMENTS & SMARTPHONE USERS AS % OF MOBILE PHONE USERS, 2009 - 2013
0
100
200
300 30%
20%
10%
0%GLO
BA
L SM
AR
TP
HO
NE
QU
AR
TER
LY U
NIT
S SH
IPP
ED (M
M)
Q1: Q2: Q3: Q4: Q1: Q2: Q3: Q4: Q1: Q2: Q3: Q4: Q1: Q2: Q3: Q4: Q1: Q2: Q3: Q4:
2009 2010 2011 2012 2013
GLOBAL SMARTPHONE USERS AS % OF MOBLIE PHONE USERS
35 42 4354 55 64
83102 104 113
134
170159
172
203
244233
266291
315
Globally, smartphones sales are exploding. A new IPhone CPU has 625 times more transistors than a 1995 Pentium. Everyone gets a pocket supercomputer.
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GLOBAL PC (DESKTOP/NOTEBOOK) AND TABLET SHIPMENTS BY QUARTER Q1:95 - Q4:13
Q1:0
20
40
60
80
Q1: Q1: Q1: Q1: Q1: Q1: Q1: Q1: Q1:
1995 1997 1999 2001 2003 2005 2007 2009 2011 2013
GLO
BA
L U
NIT
S SH
IPP
ED (M
MS)
DESKTOP PCsNOTEBOOK PCsTABLETS
Mobile remakes de tech industry. 4 Billion people buying every 2 years instead of 1.6 Billion buying every 5 years. Tablets are crushing notebook and desktop PCs.
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TV
MOBILE PHONE
SMARTPHONE
LAPTOP PC
DESKTOP PC
TABLET PO
PU
LAT
ION
PEN
ET
RA
TIO
N
0 1,000 2,000 3,000 4,000 5,000
5.5B
5.2B
1.6B
789MM
743MM
439MM
78%
73%
22%
11%
10%
6%
GLOBAL USERS OF TVS VS MOBILE PHONES VS SMARTPHONES VS PCS VS TABLETS, 2013
And mobile scale eats consumer electronics.
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INTERNET PENETRATION LATIN AMERICA BY COUNTRY, 2014
BRASIL88.5M
MÉXICO42M
VENEZUELA12.1M
ARGENTINA28M
CHILE10M
PERÚ10.7M
COLOMBIA26.9M
59%
60%
37%
66%
46%
41%
47%
So, how is LATAM doing?
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MOBILE BROADBAND CONNECTIONS LATIN AMERICA
130M
2012 2013E 2014E 2015E 2016E 2017E
200M 275M 350M 425M 500M
500M mobile broadband connections across Latin America by 2017
And what about mobile penetration?
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SIM CONNECTIONS BY TECHNOLOGY 2012 (SELECTED MARKETS)
Mobile technologies are being updated but we're still far behind.
%
LATINAMERICA
3G
4G
2G
71,5
28,0
75,0
25,0
80,0
20,0
80,0
20,0
85,5
14,5
87,2
12,7
70,0
30,0
3G
2GCOL ARG CHI BRA MEX VENPER
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TOTAL MOBILE REVENUES LATIN AMERICA 2012
But, the utility of Mobile increases as income falls. LATAM now accounts for the 10% of the global mobile market in terms of revenues.
US$ 107B
Total mobile revenues in the region totalled
$
10%
Latin America now accounts for 10% of the global mobile market in terms of revenues.
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OS DISTRIBUTION IN LATAM, 2013
What´s the OS distribution in LATAM like?
3% 19%17% 53%4%4%
Otros
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DEVICEBRAND
DEVICEMODEL
OS
ANDROID95.26%
SAMSUNG53.51%
OTHERS52.22%
ARGENTINAWAYMEDIA´S NETWORK
Waymedia´s Network data October 2014.
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MOBILE PENETRATION
LESS MORE
ARGENTINAWAYMEDIA´S NETWORK
Waymedia´s Network data October 2014.
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FUENTES
GSMA, KPCB, comScore, FnBox, eMarketer, Bloomberg, WSJ, TechCrunch, Time, NYT, Digi-Capital, Benedict Evans.
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