R esearch & A nalysis KDDI R&A 29,993 KDDI PDF KDDI RESEARCH INSTITUTE, INC. (http://www.bookpark.ne.jp/kddi/) KDDI 20045 2002 GSM 2003 1 1,100 4,600 5 3G GSM Oi VivoOiTIMTelecom AméricasBrasil TelecomANATEL GSM3G KDDI takahash@kddi.com 2002 17,400 851.5k 23 GDP13,440 451,048 1 33.5120021231 PAGE 1 of 25
Telebrás 1 1990 Telebrás 1995 1997 9472 LGTLei Geral das Telecomunicações ANATEL 2 Telebrás Telebrás 10 1 1998 10 3 7 Telebrás 1 TelebrásTelecomunicações Brasileiras S.A. 1972 Telebrás Embratel Telebrás 2 ANATELAgência Nacional de Telecomunicações 3 Telebrás 8 São Paulo 2 10 São Paulo São Paulo São Region1 São Paulo São PauloRegion2 Paraná Sanata Catalina Region5 Rio Grande do SulRegion6 2 PAGE 2 of 25
KDDI KDDI RESEARCH INSTITUTE, INC. 1 Telebrás 10 1 19974 10 20 Portugal Telecom Telefónica TIMTelecom Italia Mobile Telebrás A A B B PAGE 3 of 25
1,800MHz D E D E 1 DE ANATEL 1,800MHz CDE 2001 2002 DE 10 4 40 VésperTelecom Américas 2 3 2 20043 36 36 Vivo 4 TIM 5 Telecom AméricasClaro 1 DE C ANATELC 2 América Móvil Telecom Américas Claro 3 Vésper São PauloRegion2 Minas GeraisRegion4 Region10 Telecom AméricasSão PauloRegion1 E ANATEL VésperTelecom Américas 20045 4 Vivo Portugal TelecomTelefónica Móviles Portugal TelecomTelefónica Móviles Vivo 5 Telecom Italia MobileTIM TIM PAGE 4 of 25
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TDMA GSM Telecom Américas GSM TDMA GSM TIM 2 Telecom AméricasRegion1 2 3 5 6 7 9 10 Telemig CelularRegion4 Amazônia CelularRegion8 OiRegion34568910 Brasil TelecomRegion567 Telecom AméricasTelemig CelularAmazônia Celular 5 5Telecom AméricasTelemig CelularAmazônia Celular Amazônia CelularTelemig Celular Pyramid Research KDDI OiBrasil Telecom 6 Region1 2São Paulo São Paulo PAGE 10 of 25
OiBrasil Telecom São PauloRegion1 São PauloRegion2 6Oi Brasil Telecom São Paulo Pyramid Research KDDI Banco Opportunity Brasil Telecom Telemig CelularAmazônia Celular 3 São PauloRegion12 Region10 Bahia SergipeRegion9 200312 Vivo VivoCDMA GSM GSM 1,800MHz DE A B Vivo 7 Region4Minas Gerais Region10 Region4 B TIM A Telemig CelularGSM 20042 Region4 Vivo Region10 AB TIMTelecom Américas Vivo Vivo PAGE 11 of 25
7Vivo Region10 Region4 Minas Gerais Pyramid Research KDDI 2003 4,637 2003 8 7 2003 1 1,149 2003 592 2 8 10 2003 12 KDDI PAGE 12 of 25
ANATEL KDDI KDDI RESEARCH INSTITUTE, INC. 9 10 1997 1990 1994 Telebrás 9 PAGE 13 of 25
PAGE 14 of 25 10 ANATEL KDDI B 1999 2000 GSM 3 2003 2001 A 2003 D A D E A B 2003 D B TDMA D GSM 11 2003 GSM TDMACDMA GSM
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ANATEL KDDI KDDI RESEARCH INSTITUTE, INC. 13 50% A 1998 5 2002 DE 1 2003 14 A 60% A PAGE 17 of 25
14 ANATEL KDDI B 1998 2000 A 2001 DE 2002 A B DE B 15 A AMPS 1990 1997 A TDMA B TDMA 1998 CDMA DE GSM 2002 GSM 850MHz DE 1,800MHz GSM PAGE 18 of 25
KDDI KDDI RESEARCH INSTITUTE, INC. 15 16 AB 850MHz DE 1,800MHz 16 Pyramid Research KDDI PAGE 19 of 25
ANATELC C Telecom AméricasTIMOi GSM DE 1,800MHz 16 Oi Telemar Oi Oi Oi Oi MusicTV 17 PAGE 20 of 25
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GSM Oi Oi Telecom Américas 18 Oi 18 Telecom Américas KDDI PAGE 22 of 25
Oi KDDI RESEARCH INSTITUTE, INC. Oi 200300 7,20011,000 650 23,500 Panasonic 19 Oi 2 19Oi Panasonic GD 55 Nokia 7250I Motorola V70 3G ANATEL 3G 1,900MHz 3G ANATEL 3G 3G 2005 1 36.06200441 PAGE 23 of 25
1 ANATEL2006 3G 3G 3G 3G 3G 2002 OiTIMGSM 2003 Telecom Américas 2004 Brasil Telecom2004 Telemig CelularAmazônia CelularTDMA GSM ANATEL3G GSM 3G 3G 3G ANATEL E Vésper Telecom Américas São PauloRegion12 Minas GeraisRegion 4 Region 10 E OiBrasil TelecomSão Paulo Telecom AméricasMinas Gerais OiBrasil Telecom 3G 2G 2002 GSM 10 GSM TIM PAGE 24 of 25
GSM 200438 BellSouth Telefónica ANATEL 3G 3G 2G KDD 2001 KDD KRI 1998-061041998-081042000-03201 Pyramid ResearchBrazil s Mobile Market2003.8 ANATEL http://www.anatel.gov.br/ Oi http://www.oi.com.br/ IBGE http://www.ibge.gov.br/ KDDI R&A20044 BellSouth Telefónica PAGE 25 of 25