Teleco Blog

15
9/2024

5G, Oi and more

Eduardo Tude

Brazil has 87% of the area and 61% of the population of the United States, but 46% of the cell phones, 22% of the cell sites and 11% of the 5G cell phones. (CTIA and Anatel)
The numbers demonstrate the need to expand the infrastructure with more cell sites and the limitation due to the lower ARPU.

According to the GSA, in June/24, there were 1,489 companies with private networks in the world, 25.9% of which were 5G and 20.8% 4G/5G. In reality, the number is much higher.
For example, the record considers that in Brazil there were only 14 companies with private networks and doesn't include the thousands of private networks that use slicing in China.

The notice of the judicial auction for the sale of Oi Fiber customers, in a national lot, was published on September 25th. V.tal is committed to presenting a proposal.
Oi's common shares rose 2.8% this week, while its preferred shares lost 5.1%. The Ibovespa gained 0.2%.
Oi's ON shares have lost 18.3% year-to-date and PN shares have lost 30.6%.

Data Center

Brazilian National Bank for Economic and Social Development announced a R$ 2 billion line of credit for the implementation of Data Centers in Brazil. Part of the resources will come from Universalization Fund for Telecommunications Services - FUST.
Amazon will invest R$ 10.1 billion by 2034 to expand its data center infrastructure in the state of São Paulo.
Scala will invest around R$ 3 billion in the construction of a Data Center in Eldorado do Sul (state of Rio Grande do Sul).
A Scala irá investir cerca de R$ 3 bilhões na construção de um Data Center em Eldorado do Sul (Rio Grande do Sul).

More highlights

A reverse auction for mobile coverage (SMP) of 59 locations will be held on October 1st, using resources remaining from the 700 MHz band auction held in 2014. The maximum value per location, including backhaul, is R$ 1.8 million.

Anatel has authorized the Semaphore low-orbit satellite constellation to operate in Brazil. Its focus is on connecting IoT devices in UHF/VHF (292-312 MHz / 363.5-378.5 MHz / 386.7-391.7 MHz).

Brazil is among the 41 countries in the world that have been classified as Exemplary (T1) in the ITU's Global Cybersecurity Index 2024. Brazil is second in the Americas, behind only the United States.

The G20 Digital Economy Working Group concluded the document with commitments and guidelines in four priority areas:

Digital inclusion and universal and meaningful connectivity;
Digital government and inclusive public infrastructure;
Information integrity and trust in the digital economy;
Artificial intelligence for sustainable, inclusive growth and reduction of inequalities.

Coming weeks

October 8 to 10: Futurecom

Eduardo Tude

President and partner at Teleco (consultancy company), works since 2002 as analyst of Telecom market, coordinating consulting projects, publishing weekly articles, preparing sector reports and presenting workshops.

Telecom Engineer (IME 1978) and MSc. in Telecom Engineering (INPE 81), Tude is member in the Mobile World Congress’s judging commission for the Global Mobile Awards, in Barcelona, and was also a visiting specialist professor at Unicamp.

Tude had many positions in the management of Telecommunication companies in areas like Mobile Systems (Ericsson), Optical Networks (Pegasus Telecom) and Satellites (INPE).

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5G, Oi and more