Brazil Consumer Electronics Report Q3
2011

Brazil Consumer Electronics Report Q3 2011

Brazil's domestic consumer electronics devices market, defined as the addressable market for computing devices, mobile handsets and video, audio and gaming products, is estimated at US$29.2bn in 2011. Consumer electronics retailers reported a stronger-than-expected demand rebound in 2010, which left some vendors struggling to catch up. Sales of flat screen TV sets surged while high double-digit y-o-y growth was recorded in handset shipments.

The positive results from 2010 are expected to continue in 2011 despite recently introduced credit-cooling measures. Demand for consumer electronics is expected to increase at a compound annual growth rate (CAGR) of 8.6% to US$37.5bn by 2015, driven by growing popularity of digital lifestyle products such as LCD and LED TV sets and smartphones. Government PC procurement and subsidised handset programmes will also help to support growth.

Computer

Computer hardware accounted for about 39% of Brazilian consumer electronics spending in 2010. BMI forecasts Brazil's computer hardware sales (including notebooks and accessories) of US$11.5.bn in 2011. PC penetration, estimated at 29% in 2010, could climb to 41% by 2015. Computer hardware CAGR for the 2011-2015 period is forecast at about 11.4%, driven by sales of notebooks and netbooks.

AV devices accounted for about 34% of Brazil's consumer electronics spending in 2010. Brazil's domestic AV device market is projected at about US$10.0bn in 2011. Digital TV set sales will be the main driver of a projected 2011-2015 CAGR of 6.9%, with other growth drivers including digital cameras and portable media devices. In 2010, sales of flat-screen TV sets received a strong boost from the FIFA World Cup in South Africa, which left some vendors struggling to keep up.

Mobile Handsets

Mobile handset sales accounted for about 27% of Brazilian consumer electronics spending in 2010. Brazil's market handset sales are expected to grow at a CAGR of 6.5% to US$9.9bn in 2015, with mobile subscriber penetration reaching more than 140% by 2015. Penetration is still considerably lower than in many other emerging markets, though more rural markets will see mobile services arrive over the next five years. Affordable smartphones are a key focus for operators and are expected to account for up to 20% of handset sales in 2011.

• Executive Summary
• SWOT Analysis
• Brazil Consumer Electronics Market SWOT
• Brazil Political SWOT
• Brazil Economic SWOT
• Brazil Business Environment SWOT
• Business Environment Ratings
• Consumer Electronics Market
• Computers
  • Table: PC Sales
• AV Devices
  • Table: AV Sales
• Mobile Handsets
  • Table: Mobile Communications
• Consumer Electronics Industry
  • Table: Electronics Industry Output
  • Table: Brazil - Electronics Balance Of Trade (2008)
  • Table: Electronics Industry Segments
• Segments
• AV
• Components
• Computers
• Communications
• Industry Forecast Scenario
• Consumer Electronics Market
  • Table: Consumer Electronics Overview
• Industry Developments
• Macroeconomic Forecast
• Brazil - Economic Activity
• Competitive Landscape
• Computers
• Handsets
• AV
• Company Profiles
• Positivo Informatica
• BMI Methodology
• How We Generate Our Industry Forecasts
• Electronics Industry
• Sources