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Global entertainment and media outlook 2009–2013
Latin America
Regional Summary
 
Global Entertainment And Media Outlook 2009–2013PricewaterhouseCoopers LLP |
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Overview
Overall spending on entertainment and media in Latin America will rise from $57 billion in 2008 to $73 billion in 2013, makingit the fastest-growing region with a compound annual increase of 5.1 percent.
Latin America was the fastest-growing region in 2008 with a 10.1 percent increase. We expect the recession to lead to a 1percent decline in 2009, but this will be followed by accelerating increases and a return to double-digit growth in 2013.
Over the five-year period, there will be double-digit compound annual growth in Internet advertising and Internet accessspending, and a 9.2 percent compound annual gain in video games. TV subscriptions will expand at a 6.5 percentcompound annual rate, and filmed entertainment will grow by 4.5 percent compounded annually.
The remaining segments will average less than 2 percent annually, and recorded music will be lower in 2013 than in 2008.
Overall advertising will grow by 1.9 percent compounded annually to $23 billion in 2013 from $21 billion in 2008, partlyfuelled by compound annual growth of 17.4 percent in Internet advertising.
Total consumer/end-user spending will rise to $32 billion in 2013 from $27 billion in 2008, a 3.9 percent compound annualincrease.
Brazil and Mexico will remain the dominant countries throughout the forecast period, with at Brazil increasing at a CAGR of4.6 percent to $32.9 billion, and Mexico by 4.3 percent compounded annually to $17.4 billion. In combination, they willaccount for 69 percent of total E&M spending in Latin America in 2013.
Internet Access: Wired and Mobile
Over the next five years Latin America will be the fastest-growing region for Internet access spending
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albeit from arelatively low base with a 14.3 percent compound annual increase to $17.4 billion in 2013 from $8.9 billion in 2008.
Spending rose at double-digit annual rates during the past five years, but will dip to single-digit gains during the next twoyears as the economic environment weakens.
However, spending will then return to double-digit annual growth during 2011–13 as the economy recovers.
Infrastructure upgrades, penetration into rural areas, and triple-play packages will drive broadband spending.
With wired dial-up access spending continuing to decline at a 14.1 percent compound annual rate, wired Internet accessspending will rise at 11 percent compounded annually, growing to $14.2 billion in 2013 from $8.4 billion in 2008.
The introduction of high-speed mobile wireless networks will stimulate demand for mobile access.
As a result mobile access will be the fastest-growing component from a small base, expanding from $518 million in 2008 to$3.2 billion in 2013, a 44 percent compound annual increase.
Internet Advertising: Wired and Mobile
Latin America will remain the smallest region for Internet advertising but the fastest-growing, expanding at a 17.4 percentCAGR to $1.5 billion in 2013 from $660 million in 2008.
Broadband growth and infrastructure upgrades will expand the platform for wired Internet advertising, which will continue togrow throughout the forecast period, albeit slowing to single digits in 2009 and 2010.
An emerging mobile Internet access market and the launch of a mobile TV market will expand a developing mobileadvertising market, which will continue to grow at double-digit rates throughout the forecast period from a low base.
Wired Internet advertising will increase to $1.3 billion in 2013 from $631 million in 2008, a 15.4 percent compound annualincrease.
Mobile advertising will rise to an estimated $185 million in 2013, up 44.9 percent on a compound annual basis from $29million in 2008.
Brazil is the largest market in the region, and will also be the fastest-growing, with its overall wired Internet and mobileadvertising market rising at a CAGR of 19.1 percent to break through the $1 billion barrier in 2013.
Television Subscriptions and License Fees
Television Subscriptions and License Fees in Latin America will grow by 6.5 percent compounded annually to reach $13billion in 2013 from $9.5 billion in 2008.
 
Global Entertainment And Media Outlook 2009–2013PricewaterhouseCoopers LLP |
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The economic slowdown will cut into near-term penetration growth and subscription spending. But subscription spendinggrowth will rebound later in the forecast period, taking it to $12.7 billion in 2013, a 6.2 percent compound annual gain overthe five years.
Growth in digital cable and the introduction of IPTV will fuel a small VOD market, which will double to $40 million in 2013, a14.9 percent increase compounded annually.
Infrastructure upgrades will lead to mobile TV launches, and mobile television will accelerate from a low base to reach $175million by 2013.
Brazil, Mexico and Argentina were the three largest television subscription and license fee markets in Latin America in 2008,and they will retain these positions through 2013, all growing at mid-single digit CAGRs.
Chile will be the fastest-growing country during the next five years, with a projected 8 percent compound annual increase,fueled by an expanding IPTV market.
Television Advertising
Latin America will be the fastest-growing television advertising market over the next five years, with a compound annualincrease of 1.4 percent to $13.1 billion in 2013 from $12.2 billion in 2008.
The economic slowdown will lead to a decline in television advertising in 2009 and 2010, followed by an acceleratingrecovery in 2011–13, mainly fueled by multichannel advertising growth.
Expanding multichannel audiences will boost multichannel advertising, which will rise to $1.8 billion in 2013 from $1.1 billionin 2008, a 9.8 percent growth rate compounded annually.
Terrestrial advertising, which accounted for 91 percent of the market in 2008, will fall through 2009 and 2010 beforerecovering to reach $11.4 billion in 2013, a 0.4 percent compound annual increase from 2008.
New channels and increased funding will help to enhance terrestrial advertising once economic conditions improve.
Brazil and Mexico will remain the largest television advertising markets in Latin America through the five-year forecast period,accounting for 79 percent of the market in 2013.
Recorded Music
The recorded music market in Latin America will decline at a 0.4 percent compound annual rate to $938 million in 2013 from$957 million in 2008.
In North America and Asia Pacific, spending on digital formats will surpass physical in 2011, while in EMEA and LatinAmerica, physical will remain the largest component through 2013.
In each region, gains in digital will ultimately offset continued declines in physical formats. Asia Pacific will be the first regionto experience this turnaround, with spending beginning to increase in 2011, followed by Latin America in 2012 and NorthAmerica in 2013. In EMEA, spending will stabilize in 2013.
New music sites and 3G launches will drive spending on mobile phone distribution, which will rise to $314 million in 2013from $153 million in 2008, a 15.5 percent compound annual increase.
An expanding broadband universe will expand the market for legitimate Internet distribution, which will generate $148 millionby 2013, rising at a 28.6 percent compound annual rate from $42 million in 2008.
Digital distribution overall will reach $462 million in 2013, growing at an 18.8 percent compound annual rate from $195million in 2008.
Piracy and growth in legitimate digital formats will lead to declines in physical distribution, which will fall from $762 million in2008 to $476 million in 2013, a 9 percent decrease compounded annually.
Brazil and Mexico will remain the largest markets throughout the forecast period. Following declines in the early years, theregion’s overall recorded music market will turn round in 2012, and the markets in all countries will be stable or rising by2013.
Filmed Entertainment
Filmed entertainment in Latin America will total $3.1 billion in 2013, up from $2.5 billion in 2008, representing a 4.5 percentgain compounded annually.
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