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BMI View: The principal t rend in 2016 will be one of conso lidation involving mobile and wireline sectors. Th e biggest deal would be the sale or break-up of TIM Brasil , with leading players Vivo and Oi the likely winners. These companies would ob tain significant market power through such a deal and close regulatory scrutiny sho uld be expected; this may benefi t some of the smallest players, particularly if assets such as spectrum and towers are sold off .
|3G/4G Offers Revenue Growth Options In Saturated Market|
|Brazil Mobile Market Forecasts|
|f = BMI forecast. Source: BMI, Operators, Anatel|
Latest Updates & Industry Developments
23mn mobile users were shed in 2015 as operators disconnected inactive SIM cards. More accurate data will enable operators to plan service and network upgrades more effectively and lower operating costs. 3G/4G migration will be a growth driver through to 2020, by which time there will be 246.6mn subscribers.
Wireline and cable TV operators reported subscriber losses in 2015, with mobile substitution the leading cause. Upgrades to fibre and defections to competitive carriers were also to blame, mitigating the overall decline.