In recent days, the Federal Telecommunications Institute (IFT) released its study “Analysis of the Telecommunications and Broadcasting sectors in 2020: Assessment of the effects of the health emergency” (bit.ly/3BKeeM8) in which it is detailed the evolution of this comprehensive sector, as well as the growing access and use of Information and Communication Technologies (ICT) during 2020, due to a pandemic crisis and a ‘digital push’ in the adoption of these services.
Sectoral GDP at stable levels. Although at the national level measured through the Gross Domestic Product (GDP), the pandemic significantly impacted the economy as a whole, the GDP of the convergent Telecommunications and Broadcasting (TyR) sector not only maintained its levels during the 2020 quarters, but that even its contribution to the national productive apparatus kept its upward trajectory to stand at 3.1% of total GDP in the fourth quarter of 2020. Thus, it is positioned as one of the countries with the highest participation in this macroeconomic variable.
Telecommunications prices down. In this regard, measured with the National Consumer Price Index (INPC) in its Communications component prepared by INEGI, the prices of these services registered a slight decrease during the four quarters of 2020, even in the context of the pandemic, to average an annual decrease in inflation of 1.0% during the year. In contrast, annual national inflation exceeded 3.0%.
Investments on the rise in real terms. Even the investments in the telecommunications sector reported by the operators registered an increase of 6.5%, discounting inflation. In its comparison with other countries, the exercise of resources for the formation of capital goods registered positive levels in 2020, in stark contrast to the cases of Argentina (-25.5%), Brazil (-15.7%), Canada (-5.3% ), Chile (-14.4%), Colombia (-14.1%), United States (-0.4%) and Peru (-32.6%).
Increasing access to telecommunications services. In 2020, it stands out that the digital push led to an acceleration in the hiring and adoption of connectivity, such that fixed broadband accesses increased 13.3% in annual terms, to reach 21.9 million, a figure equivalent to an adoption level of 62 accesses for every 100 households. In terms of Internet users, their accounting amounted to 84.1 million (4.3% more than in 2019) or 72% of the population of six years or more in Mexico.
Upward consumption of connectivity. Precisely, another indicator that illustrates this upward trend in Internet access and use among Mexicans is the average data used by mobile users expressed in gigabytes (GB). In the IFT analysis, it is pointed out that this indicator reached a level of 4.9 GB for each mobile user in 2020, that is, all those who have a cell line. This is different from the 3.8 GB average that results when only those mobile broadband users (BAM) are counted.
This study consolidates all the main indicators of the T&B sectors and analyzes the effects of the 2020 health emergency on their evolution. However, it is necessary to insist on the need to have detailed information, consistent over time, robust and timely, since it constitutes an essential input to develop strategic analysis and proceed to make investment, regulatory, and competitive structure decisions. , especially in these times of health and macroeconomic crisis.
Today, although complete information on the dynamics and structure of these markets is already public, there is still a significant time lag in its publication that prevents timely and timely monitoring of the sector’s evolution.
Director General de The Competitive Intelligence Unit