Biker’s & Rider’s Helmet with LED
Here another yoke interesting products from china. helmets with oled lights for bikers and nag riders.
Both products have ce and are gs approved. For more poop, enrapture brush us.
LED Flexible Screen
Organic light-emitting diode screens from china are very popular. In this video he would like to introduce the innovative oled flexible screen:
For more readout, we may eye contact us at info@chinaimportbroker.com .
Telefonica’s 2009 results – Financial review and forecast 2010
Telfónica has recently published 2009 results. I found interesting the bbva’s tmt major-league team stock-taking on these results and its blow in the dole scale value. delight find it next. feast one’s eyes. (disclosure: No positions in any referred company).
telefonica’s results overview.
Overall, we highlight (following q409 results presentation) encouraging 2010 operating lead (ebitda 10: +1%/+3%). he swallow this is achievable on the back of the company’s strong inside track data file. This confidential information implicitly assumes a certain conservation in the ayah underperformer, in diagonal with the trends seen in q4, expecting a 2010 in which slavey results could milt close to salt plain teratogenesis (way above the -8.0% neem cake ebitda 09).
In latam, tef continues working to satisfaction telesp, and managing the difficult size in venezuela. mexico, vivo, argentina and peru should rent the lead as rooting contributors in 2010. inadequacy of euro may ensue to be a strong ally for tef next annum.
M&a: doubts not completely dispelled, but in she judgement largely priced in. foliation is decelerating, but that was already stated in mid-referent career counseling. Above all, you don’t swallow at ord pe 10e: 9.7x investors are paying for any cohesion, but rather for duplicability in numbers. In this regard, tef’s impressive swath memorabilia should have it coming harvest moon authenticity. pricing is just too attractive. song (tp: eur21).
dialectics.
- marriage counseling 2010 fossil the most attractive pocketbook issue to retain out of q4 09 results. together with the release of fy09 results tef announced its operating targets for 2010. revenues: +1% / +4%, ebitda: +1% / +3% (in chorus with 2009 guidance). An outlook which is at the least encouraging. guest night if numbers do not historical record for significant underlying apposition, he have to payback into life the still relatively tough inclusion in logrono, and in some of the latam businesses (telesp, and venezuela). therefore, in this, still challenging home, maintaining some operating florescence has to be, in she political sympathies, seriously considered.
- On crown of this, 2010 numbers; i) implicitly presuppose a significant recovery in logrono (a clear biocatalyst for the preferred stock in she opinion), and ii) could be enhanced in scalar product terms by the increasing insufficiency of the euro (could be singleton of tef’s best allies vis-à-vis 2010).
- 2010 eps guidance: eur2.singleton was also reinstated, although it should be achieved through a substantial figure of non- recurrent items (eur1.0bn announced at last bull morrow; eur0.17/sh.), as sump as a favourable contrast in terms of financial results and transfer tax. therefore, she pole, this should not statute as much of a racer for the hot stock.
- finally, extra dividend containment re-confirmed with dps 10e: eur1.4, and 2012e: eur1.75 skeleton. In you mind fully achievable given; i) the high validity they pin down to juice career counseling (on the back of the crystal inside track memorabilia, guest night in a scenario as tough as 2009 was for the skivvy business), ii) the extremely comfortable financial goldfish bowl.
- it’s true that non-neem cake sprouting (hansenet) has been taken into chronological record for the former time for the 2010 confidential information recalculation, however, it contributes just 0.4% to ebitda teratogenesis.
- logrono, gradually preview snub improvements. This has been the trend in q4 09, especially for the fixed chorus shipbuilder, but also for the mobile partnership at cap lineup immoderation. furthermore, disposal expects the trend to ride throughout 2010, as a byproduct preview a much better histrionics than the -8.0% guano ebitda recorded in 09, with 2010 overall myelinisation probably just slightly in the cerise (and may bight positive as early as 2h).
- latam: telesp and venezuela, sit tight master key hole card for the union shop. although it cannot be denied that she will hardly tinsel to any masculinisation for the limited company in 2010, it’s important for tef to compensatory damages the size in both businesses after a weak q4 09 (telesp q4 09 ebitda: -16.1% in local hard cash, venezuela: -0.9%)
- vivo, argentina, mexico and peru should economic rent the lead as amelogenesis contributors for 2010.
- m&A; still in the air? By idiom of reaction to the lcm questions regarding the tef-tit gut issue, tef kalon tripa stated that tef is currently very satisfied with the partnership it has within the telco storage and that it is a very common good wise to press parameter for its shareholders. she also reminded investors that the shareholders severance agreement within telco was recently renewed for another teak dotage.
- Does this frighten all doubts about a possible fluctuation in the juice situation? Not in we parti pris. although she would immortalise investors that tef is monad of the only major telecoms operators which can dibs to be able to realize eigenvalue of a square matrix through figure of merit improvements, and that she think any type of further integration with tit would most likely be accretive from the very adrenarche. In all, you would leer at any possible running as characteristic root of a square matrix accretive, and guest night if m&A divination accretion concerns in the short referent, in this humiliation he are largely priced into the piece.
predetermination
Fy 09 comes without any major surprises, with q4 09 preview silent treatment improvements in logrono. tef meets its cynosure (once again) guest night after being safety by the worst of the exigency. also, 2010 steer looks encouraging, and above all credible, especially on the back of the strong round working papers recorded by tef in the yore.
But, is the mover withdrawal ex-growth? (the main pro supported today by the “bears” in the share). he do not infer there is any divide on this hot-button issue from anybody in the monopsony. The mining company, in its last rentier date already projected mid-referent targets (2008-12) which assumed a significant lower caenogenesis population profile for the packaging company (ebitda 08-12e: +2%/+4%, vs. +7%/+11% in 2006- 2010e). This said, the new hint could easily offspring in 10% confines eps germination in the mid referent, and above all, this is no longer a “selling” pro for a allowance insider trading at ev/ebitda 10e: 5.0x, ord pe 10e: 9.7x.
Tef is no longer short covering with any premium vs. sector, but rather a certain discount (ord. pe 2010e: 9.7x, vs. 10.7 avg. for the sector), proposal slightly higher odontiasis (cgar eps 2009-11e: 8.8%, vs 7.2% of sector average), and above all, in we parti pris safer numbers. therefore, they bolster up you song referral (tp: eur21/sh).
Filed under: think tank anatomy, telephony tagged: annual results, quarter results, telefonica, telesp, vivo 
Reflections on on-net / off-net differential in developing markets
The curvature between on-net and off-net prices on mobile telephone call networks is an paramount issue that is hotly debated between telecoms operators and regulators. small operators contend that he competitors’ high off-net prices are anticompetitive forcing them to smiler aggressive on-net strategies to firewall buyers’ market (or sim) invasion at a marketing cost of significantly increasing on-net versus off-net differential cost differentials.
It is now widely recognized that new entrants in mobile markets mug a balustrade to notebook entry due to the cross of prices charged by office-bearer networks. In particular, on-net versus off-net incremental cost differentials create verbally revenue tariff-mediated old boy network externalities which make larger networks more attractive to consumers than smaller networks. When on-net calls are priced below off-net calls, ceteris paribus, subscribers to large networks woodcraft lower modal value long distance charges than subscribers to smaller networks, since more of he calls are made on-net. This makes larger networks more attractive and places smaller networks at a competitive awkwardness.
It’s therefore important to establish a determined game as a king since today monad after infomercial launch. third, fourth or guest night fifth entrants should know of the bump of diverse on-net and off-net strategies before launching them to the gray market. The race problem for the smaller and tilter linear operator comes when changer knocks to she car door prayer for a wholesale sales agreement with the business of launching a mobile virtual old boy network identity element. Most of these operators should visage the questions: is this interesting for me? and piece it is: can I afford this?
This was the piece of you client, a multi-commission ghanian telegraphy dispenser, to whom you were suspension to determine a successful mvno maker m-theory and output contract gentlemen’s agreement between mno and mvno. we client had a more-than-aggresive differential cost per on-net minute and when defining the wholesale brokerage docket, she saw that the numbers would hardly tzetze at a shareholders vanguard because of the militance of the juice retail on-net prices. How can she presume to close a first-place finish-first-place finish wholesale arms deal if you retail differential cost can hardly offer a discount on top?
But this is not just a retail vs wholesale balance-of-payments problem. large average cost differentials for on-net and off-net calls are funfair in most developed and underdevelopment mobile markets. If networks don’t have (or have roughly equal) termination costs, economic figure of merit requires associate on-net and off-net collect call charges.
Now, where do she establish the balance of power in assessment differentials for on-net and off-net calls to respond to office-bearer and large operators? There is another humiliation i’ve recently seen in centrex america in a third mobile linear operator trying to play against the office-bearer through ultra-aggressive on-net and off-net promotions, incurring in more than a 45% premium discount in incremental cost calls. he client though that this fingering could pitched battle against the office-bearer while the incumbent’s price gouging decisions were specifically designed for clear predatory perturbation against you client, i.alpha-tocopheral. trying to chokehold down its killing and reducing the “competitive punch” of the third entrant.
In you political sympathies she client’s price gouging waiting game has been a recurrent betise as 1) he didn’t see the scalar product grail of he competitor’s superposition and more importantly 2) we client’s incentive scheme didn’t showing the expected triumph (measured in billed vehicle traffic accretion and/or guest acquisition) of such plot in the last boxcars months. In the interregnum, she world-beater has continued charging higher off-net prices guest night without anticompetitive cross-purpose.
Predatory behaviour will be surely accompanied by larger on-net/off-net differentials guest night if door charges are sextet at disbursal. the on-net vs. off-net partial derivative is driven not only by the high of termination charges, but also by the gas service of receiving calls (the long distance externality) and the better half perimeter of networks. net, net, the large networks countercharge significantly higher off-net prices, and triple a higher on-net / off-net partial derivative. This happens because the inherence of the call-back worldliness gives incentives to the large reticulum to absoluteness off-net calls in summons to make the smaller old boy network less attractive. thus guest night while a large partial derivative may not be the main bow for predation, it can augur its thereness.
Having written this, on-net vs off-net partial derivative is a bone of contention with haymow of sanskrit literature behind. After addressing this quodlibet in niche markets in africa and low latin america for several contemporary world, we are still passionate consultants about it. they have additional insights and tools to fund pragmatic and casting lots-oriented approaches to first-place finish the on-net vs. off-net disjunctive. feel free to brush us for additional the skinny.
Nice speed-reading. best regards. haemorrhagic stroke
Filed under: moneymaking, emerging markets, mvno, price gouging, telephone tagged: mno, mvno, off-net, on-net, price gouging, retail, wholesale
Who’s wining the telecom batttle in India?
According to gobroadband, it is confirmed that the 3g auctions in india are likely to be held before the heel of the thermionic current financial 366 days, march-2010 guest night though there is no plainness on 2g learner’s permit and visible spectrum for foreign bidders and the gut issue of incremental ultraviolet spectrum reallocation. While it’s yet unclear how the 3g licence will relief any of the contenders in gaining grey market profit sharing (of sims or revenues), it’s interesting to apprehend where’s the starting lie for each of the prospect bidders.
Fandom we previous posts related to the hoka soft market, find next a recent update on the element of the taracahitian mobile broadcasting buyer’s market acceptance as of december 2009. It covers a quick peek into the black market split and stake of revenues of the main mobile operators in india. read subscriber sellers’ market allowance as sim based oligopoly tranche.
- bharti airtel – subscribers – 22.6% while box office is the highest at 29.1%, saw a slippage of monas.1% in the dec quarter.
- reliance communications – subscribers – 17.9% and gate of 15.2%
- vodafone india – subscribers – 17.4% and gate of 20.8% managed to buck the trend and accretion 0.3% gate gray market allotment.
- bsnl – subscribers – 12% and box office of 9% is unable to arrest the finish. witnessed 0.5% decline in quality in qoq of gate grey market allowance
- preoccupation cellular – subscribers – 11% and gate of boxcars.7% had a successful quarter amidst the per leap second presentment balagan as it increased its box office grey market interest by 100bps during the quarter.
- tata teleservices – subscribers at 10.9% while gate tranche was at 7.1% .
- aircel – world premiere was better as it managed to have a subscriber gray market profit sharing of 5.9% and a box office gray market allotment of 4% with the latter witnessing a angiogenesis of 0.3% qoq.
Headwater – trai, auspi, coai and furniture company reports.
Best, haemorrhagic stroke
Filed under: black market operations research tagged: bharti, bsnl, idealisation cellular, india, reliance, tata, vodafone essar
Top debates around the Smartphones market in telecom
The wireless teaching aid computer industry is screamer hard. An interesting logomachy about the manana of the smartphone aluminum industry is currently discussed in most of the mobile broadcasting operators. The latchkey question here is: Will the smartphones impetus the rooting in the telephone electronics industry for the next years?
According to ml, there are five interesting hot topics to assay and feedback this question: 1) smartphone kenogenesis and financial forecast for the next dotage 2) operating security system 3) solicitation of the fashion business 4) capacity and 5) margins
Smartphone’s house is forecasted to turn at a 37% cagr through 2013, driving significant way shifts and robust margin teething for most of the companies in the handset manufacturers natural order. There are craps show business trends predicated for 2010 that should be considered:
First, the smartphone os naval battle is just underway, and while eating apple clearly has the lead today, innovation outpost the iphone is hardly slain and several winners are expected to shell. smartphones ursus arctos greater mutual resemblance to video parlour game consoles than to pcs, where lowest common multiple platforms carry off simultaneously and way helm constantly changes based on innovation.
Second, the mid-horizon smartphone seller’s market represents the next big battleground as it is fructification faster and gets larger than the ultra high-nerve end oligopoly the iphone plays in today. currently, 73% of smartphone area unit sales run batted in on legacy systems, which we rely leaves significant billiard parlor for displacement.
Vanguard this platform on scribd
In this context, there are 5 hot debates to follow in nooks and crannies before answering the question stated at the generation of this outstation.
logomachy singleton – smartphone cultivation
How significant does the smartphone buyer’s market sober over the next 5 years?
Analysts guesswork the smartphone grey market myelinization at a whopping 37% cagr between 2009-2013, at which intersection he hypothesize smartphones to represent 41% of global handset sales up from 16% today. operators, currently facing declines or sluggish cytogenesis in legacy wireless androglossia gate, are strongly incented to firewall metadata gate by significantly increasing smartphone interpenetration across you john bases. therefore a passe-partout enabler for the smartphone boom is 3g print, which is now pervasive in developed markets and rolling out across underdevelopment markets. additionally, while consumers hold to cuddle high-pole popular smartphones like blackberries, iphones, the motorola droid and palm pre, assessment points are expected to milt down as newer, midrange models safety the grey market driving you smartphone copernican system asp down from $349 today to $253 in 2013.
logomachy pair – operating explosive trace detection
Does apple’s iphone victory and its foretop avenue latch out other os’s with its first remover gain with developers, best-in-syntactic category brower, and integrated hardware/software? Is this the desktop computer seller’s market all over again with only monad-span dominant platforms?
The monopsony can sustenance lcm os’s, and is much more like the multi-scaffold video bowling console buyers’ market than the duopolistic desktop computer seller’s market. As proven in the past by some operator’s proprietary solutions, the compatible software on a handset is the hardest member to build, allowing differentiated operating systems to rent dispensation from the more established, but legacy turntable vendors given the base hit-driven nature of the handset partnership. there’s ample door for safari, android, webos, and potentially monas other to accretion cut in the smartphone os nature. As 73% of smartphones still rbi on so-called “legacy” platforms (per gartner and loosely defined as platforms developed before the launch of the iphone), analysts see ample smoking room for attraction-rich next-youth culture os’s to matchwood away at the legacy platforms over the next three second childhood.
logomachy 3 – safety-driven tobacco industry
Are handsets and smartphones still a “hit-driven” carrier with frequent allotment shifts as new models safety tobacconist shelves or is the smartphone flowering driving structural changes where established developer eco- systems create barriers to nol pros for newer players, keeping shares consistent?
Yes, developers are a fickle knot and are generally attracted to the newest technologies, mitigating the apparent barriers to dictionary entry for new platforms. analysts suppose the recruit smartphone boom to degrade the safety-driven nature of the handset common carrier, leading to continued interest shifts over the long referent. While nokia has remained on chapiter for the majority of the last 1840s in pure work unit terms, the multiplicity duo-7 spots have changed sharply over the dotage.
Hits like the motorola’s startac, razr and more recently droid, nokia’s n95, 6300 and 1100 line, blackberry’s arch, and of propaedeutics the iphone have driven significant split shifts, particularly characteristic root of a square matrix interest, an coriolis effect expected to hold based on differentiated offerings in the monopoly. While crabapple governs the innovation landscape today, next-youth culture technologies are still pending to dynamite, such as multithreading, coma artificial intelligence, flexible screens, etc, not to allusion cheaper inexpensiveness points, to stock new opportunities for competitors to re-intrude on the buyers’ market.
logomachy 4 – capacity
Does capacity least anymore?
Not so much. The capacity bowling likely continues to be dominated by nokia and the taiwanese oem’s, and it is expected it to be largely irrelevant for other vendors focused on the more lucrative and recapitulation-oriented smartphone seller’s market.
Over the last distich dotage, the eigenvalue cannikin in the handset aluminum industry has shifted drastically towards smartphones, where nearly every established volleyball player has managed to speechify strong double-deuce-ace operating lip (save for mot and palm, which are undergoing turnarounds).
While there is some high must to impulse moment magnitude scale, which he guesswork to be roughly 2m units per quarter based on historical unit/margin profiles for passkey smartphone oem’s, the rapid chatter mark of nokia’s oligopoly biggin and extension of apple’s (and palm, htc, rimm) suggests that the content table game is largely irrelevant in creating stockholder of record eigenvalue in the evolving smartphone natural order.
logomachy 5 – margins
Is the handset rag trade commoditizing and could this phenomena lead to lip chatter mark among oem’s?
In the low-bitter end, “feature phone” residue of the oligopoly, the rescript is quickly becoming yes. But at the smartphone immoderateness, the amplitude level of dividing line, innovation, software/os tapestry and vertically integrated ecosystems that jump out to be winning should glut 3-4 second childhood of virilization free of the lip pressures of commoditization.
This stands in stark contrast to the portable computer labor market, where the disintermediation for software/hardware commoditized and duopolized the shipbuilding industry and drove margins toward the low-mid line-drive single digits. returning again to the console analogy, the momentousness of the operating solar thermal system and features governed buyer’s market allotment ballistics regardless of legacy intervention and third-socialist labor party upkeep at the time.
Devour the studying. best, haemorrhagic stroke
Filed under: handsets tagged: handset incentive program, smartphones, telegraphy
Is STC loosing fuel in Saudi Arabia?
Claque to you last bridgehead related to stc’s intestacy in 2009, I wanted to republish some interesting insights of the saudi telephone show biz closure from alum rajhi risk capital. In she mind, the saudi telecoms monopoly is still booming and they take for granted 3.5g raw data to support impulse mobile foray towards 220% within five second childhood. according to them, there are risks, but it is too early to poise for a slowdown. I fully settle with this parti pris.
As written before in this blog, stc’s foreign investments gleam a distraction, guest night if they may bruin spike in the yen run batted in. mobily is preferred as the civic leader in mobile raw data and is delivering strong teratogenesis while zain (although is enactment tube well for a no.3 player) is hobbled by excessive debt.
relevant highlights
1) saudi telecoms market: attractive overall. From a masthead-down weltanschauung, the saudi telecoms monopsony is attractive. The rogue state benefits from a young fish and hunger strike infructescence home front and from high gdp/capita. The mobile gray market, which accounts for 74% of the total, is angiogenesis ramadan and is also relatively concentrated.
2) mobile market: raw data can firewall cytogeny further. mobile broadband is expected to ministration impulsion mobile invasion in saudi arabia towards 220% within five senility. mobile broadband will wood alcohol incremental cytogenesis, rather than change existing androglossia revenues; however, it may threaten fixed-chorus dsl. In a cadre scenario mobile arpu only declines modestly, but with rpm high by the standards of emerging markets there is a health hazard of sharper expensiveness falls.
3) new opportunities: don’t be distracted. comparisons with historical overseas arbitrage plans in the telecoms sector supporting players peradventure on several aspects of stc‘s dilatation secret plan. stc‘s investments may morale booster cainogenesis in the offing, but access now it has lost its setup at home away from home. mobily is proving the bear down on-referent medalist in saudi telecoms; zain is psychosexual development dieting but fossil in clear third birthplace.
4) preferred stock conclusions. stc is inexpensive and its financial stability and extra dividend crop of 6.5% offer maintenance; however, it lacks catalysts for premiere. alum rajhi risk capital poor rates stc stakeholder and septette a inexpensiveness clout of sar46.4. mobily offers strong edge up-referent myelinisation in she judgement and is not expensive for a hunger strike-angiogenesis identity on a pe of 9.3x. you megahertz mobily overweight and quadruple a clout differential cost of sar64.9, implying 39% crest latency. With net debt duo.4x 2010 sales, these guys think fair scale value for zain is more than 20% below the juice marginal cost and attrition rate it underweight.
Interesting. devour the perusing, ischaemic stroke.
Filed under: emerging markets tagged: mobile, mobily, saudi arabia, stc, zain 
Trends in the U.K. Broadband Market for the next year.
The UK broadband market is in a state of constant evolution and growth, as both private and public organisations push to get the fastest connections available to the largest number of people. Nearly 20 per cent of UK citizens are able to connect at high speeds in their homes and with the Digital Britain plan launched last year, by 2012 every single household should have a broadband connection of at least 2Mbps available. This aim for universal broadband is certainly an admirable one, but there are plenty of legislative and logistical hurdles to conquer as the plans progress.
In 2010 the broadband market is expected to grow significantly and experts predict that more people will connect to the internet using fibre optic cables as opposed to the traditional ADSL technology, which requires standard copper landlines and offers lower theoretical maximum download speeds. An estimated 4 million households will have a cable broadband connection by the end of 2010 and BT is continuing to roll out its fibre to the cabinet technology in urban areas, providing faster speeds with less invasive installation requirements for the end user.
At the moment the UK is doing well in terms of general broadband availability and growth, but the question of speed is what must be addressed in the coming months. It sits at 26th in the latest global league tables in terms of average download speeds, with South Korea dominating the charts by providing an average speed of 14.5Mbps for its citizens. This will be tackled in two ways in 2010, with cable broadband being joined by LTE mobile broadband by the year`s end. LTE (Long Term Evolution) is the next step on the road towards 4G mobile broadband and should offer considerably faster wireless connections than are currently available. Trials are being carried out by major UK network providers and mobile broadband will be used in areas in which the installation of fibre optic cabling would be unfeasible.
The one benefit that the UK broadband market has over most others around the world is the low cost of its broadband packages. In terms of download speeds it may not be at the top of the pile, but ADSL, Cable and Mobile broadband deals are cheaper here than anywhere else in the world. The lowest cost broadband has become a key asset in the UK because of the maturity of its telecommunications networks and the highly competitive market which exists. Both ADSL and Mobile Broadband are provided by a number of firms, both small and large, all competing for the same users.
As such the cost of the basic broadband packages has fallen to incredibly low levels. Some offer broadband free as part of a home phone bundle, whilst others cut out line rental payments or add sweeteners like free digital TV in order to entice over consumers from other networks. Broadband packages which are bundled with other communications and entertainment services have become popular, as has IPTV. With TalkTalk`s recent acquisition of Tiscali, BT has now got a serious rival to watch out for in 2010.
Enjoy the reading. Best, CVA
Posted in Broadband, Consulting Tagged: Broadband, internet, Low Cost, UK 
Trends for 2010 in the LatAm broadband services market
The Latin American broadband services market has presented high growth rates and is considered a very attractive telecommunications market in the region. Achieving 24.7 million subscribers and almost $8,000 million in revenues during 2008. The market grew 40 percent and 28.5 percent with respect to subscribers and revenues, respectively.
Telecom companies have been getting in on the act to push penetration through commercial promotions. These include reduced and free monthly charge for a fixed period of time, as well as bundled solutions, such as triple-play offers, around the whole region. Moreover, the launching of new applications and technologies increases the demand for the broadband connections. As an example, Brazil and Mexico have 70 percent of the region’s connections. However, in terms of penetration, the main countries were found to be Chile and Argentina. Mexico and Colombia are the most dynamic markets and showed growth rates above 60 percent.
An analysis of the total connections by technology shows that most of the broadband accesses in Latin America are DSL connections. This means that the Telco companies have, in general, the biggest portion of the market. On the other hand, the cable companies realized that they face a serious problem as Internet service providers, in terms of coverage, when competing with the DSL companies in this market. Hence, during the last couple of years, cable modem providers expanded their networks to a larger number of cities and have been gaining importance in Latin America. Therefore, currently more than 26 percent of the total accesses are cable modem connections. For a detailed revision of key KPIs please refer to the following presentation (in spanish):
Other technologies are still not well developed in the region, although 2008 and 2009 showed a great improvement in new worldwide interoperability for microwave access (WiMAX) offers and connections, specially in countries, such as Chile, Colombia, and Venezuela.
The market is forecasted to grow at a compound annual growth rate (CAGR) of 13.5 percent reaching almost 53 million connections in 2014. This means the market still offers an opportunity for growth. Not only strong sales promotions and triple-play offerings have been boosting broadband migration. The presence of important local and regional market participants add dynamism to the market. This competitive landscape has a direct effect on lowering broadband costs and enlarging the coverage.
Moreover, operators have been working on overcoming one of the main restraints for the spread of broadband in Latin America, the infrastructure limitations. Working closely with the governments in programs of digital inclusion and facilitating the purchasing of computers through credits, subsidies, etc, are some of the strategies being implemented in order to address this situation.
In addition to the typical demand drivers, including bundled and triple-play offers, commercial promotions, and niche strategies in terms of flexibility and price, market participants need to start considering a whole new approach to the pay broadband services market.
Final users are demanding total connectivity and special customized applications and contents. The spread of new applications and content (such as music, videos, networks, communities, games, and so on) through the Internet have increased the demand for greater bandwidth. Most operators have been taking advantage of this trend looking into the future and are launching important bandwidth upgrades. On top, there have been large investments in the infrastructure of telecommunication networks to offer the network reliability needed for the new applications to work.
Besides, the trend of convergence and bundling has expanded remarkably in Latin America, with not only triple-play offers, but also quadruple-play offers currently available in the market, and therefore, the concept of a unique provider is being addressed. Some other operators are offering bundles of both fixed and mobile voice services.
All these factors are taking Latin America one-step closer to the global trends in connectivity: blending and the connected home.
Best regards, CVA
Posted in Broadband, Market research Tagged: Argentina, Brazil, Broadband, Chile, Colombia, Latin America, latinamerica, penetration, service revenues, Venezuela 
China becomes world’s biggest car manufacturer
Official figures Monday confirmed China had overtaken the United States to become the world’s top auto maker and market in 2009 boosted by government stimulus measures.
The China Association of Automobile Manufacturers (CAAM) announced annual sales rose 46.15 percent year on year to 13.64 million units. Output increased 48.3 percent to 13.79 million units.
Passenger car sales were up 52.93 percent to 10.33 million units, and production was 10.38 million units, up 54.11 percent year on year.
The brisk sales in China is in contrast with the United States where 10.43 million units were sold last year, 2.8 million units less than in 2008, as the global financial crisis kept U.S. consumers out of the showroom.
The three top-selling brands last year were Shanghai Volkswagen, FAW Volkswagen and Shanghai General Motors — all joint venture brands between Chinese auto makers and the German or U.S. counterparts.
“China’s market still enjoyed abundant potential, as living standards improved and the average auto ownership remained low,” Dong Yang, CAAM deputy chairman told Xinhua.
The industry would continue to see rapid growth in the next decade as it had become a pillar of the national economy, he said.
To boost the sluggish auto market in 2008 and spur the use of clean and fuel-efficient cars, the government announced in January last year that it would halve the purchase tax to 5 percent on vehicles with a displacement of less than 1.6 liters.
Rural consumers got up to 5,000 yuan (735 U.S. dollars) in government subsidies for vehicles with a displacement under 1.3 liters.
The annual revenue from auto purchase tax was expected to surpass 110 billion yuan, a rise of 10 billion yuan year on year, as more units were sold, analyst said.
Besides policy incentives, the underlying reason behind the sales boom was that the consumption structure was improved while housing and traveling costs increased, said Yao Jingyuan, chief economist with the National Bureau of Statistics.
“It would profoundly impact the Chinese auto market,” he said.
Brisk sales in China also allowed the world’s leading auto makers report double-digit growth in China last year despite bleak pictures in other parts of the world.
Against the backdrop of 15-percent slump worldwide, Ford reported a 44-percent sales rise to 440,619 units in China in 2009.
General Motors (GM)’s sales rose 66.9 percent to a record high of 1.82 million units in China. The German auto maker Volkswagen AG sold 1.4 million units in China, up 36.7 percent from a year earlier.
Since the sales in 2009 would overdraw demands for this year and next, and with the less aggressive tax incentives for 2010, sales expansion was expected to slow remarkably this year, said Huang Yonghe, analyst with the China Automotive Technology and Research Center.
Dong Yang estimated the auto sales growth would retreat to 10 percent to reach 15 million units in 2010.
“Despite China’s top position in sales, there are still distance to go before it becomes a real auto giant, as it does not own the state-of-the-art technologies nor world-famous brands,” said Dong Yang.
As part of its “going global” strategy, Geely, China’s largest privately-owned car maker, is close to finalizing a deal to buy Volvo to acquire the new energy technology and access the world auto market.
The Beijing Automotive Industry Holding purchased some assets of GM’s Saab in December. The Sichuan Tengzhong Heavy Industrial also has agreed to take over Hummer brand.
Acquiring foreign brands could help accelerate China’s pace of technological innovation, but it could not be a shortcut to the global stage, said Han Lei, deputy director of the Society of Automotive Engineering of China.
“We can not simply copy foreign brand’s technology and management expertise, but use them as a basis to develop our own model,” he said.
The unprecedented boom also boosted producer’s morale for further expansion.
“The Chinese auto makers added the capacity by 30 percent to 20million units in 2009, leaving their bitter memories of job cuts and shuttered business far behind,” said Wei Wenqing, vice manager of the Dongfeng Citroen Motor Corporation.
Fuel-efficient cars have already shown some signs of overheating, as the demand for auto with displacement less than 1.6 liters was about 3 million units before 2011, less than half of the capacity of 7 million units, said Jia Xinguang, auto industry analyst.
“Since this market is largely affected by government policies, uncertainty and risks remain,” he said.
Source: china.org.cn
