Thursday, June 20, 2019

Latin America weighs impact of economic war between United States and China

Recently the Brazilian Vice President, Hamilton Mourao, pointed out that government does not intend to penalize or harm Huawei. Mexico is emerging as a possible short-term beneficiary with this panorama, since there are already Chinese companies that are studying the possibility of establishing themselves in this country to avoid trade restrictions.

Far from the "trinkets" to which the United States was used to allow them to be manufactured in the Asian giant and invade the world with them, China decided many years ago to play a leading role in the development of high value-added technologies. 5G deployment appears in this context as the jewel of the future of the world economies and the United States is not willing to give up the conqueror's throne. The message for Latin America is clear and the region is practically obliged to choose and take sides, because what is at stake is global hegemony.

Read full article

MORE ANALYSIS

Globales · Satellites · Spectrum23/12/2025

Starlink to compete with communications service providers starting in 2027

This has been stated by SpaceX, with its focus on U.S. territory. The company is expected to offer direct-to-consumer broadband services using the spectrum it has acquired from EchoStar in the 2 GHz band.

Globales · Pay TV · Internet & OTT22/12/2025

Paramount strikes back as the battle over Warner Bros. Discovery drags on

Paramount updated its offer by including a guarantee of over US$40 billion from the Ellison family. This was one of the weaknesses of the offer, according to an analysis by WBD's board of directors, which led them to reject the proposal. Meanwhile, Netflix improved its debt structure. The shareholders' meeting was scheduled for January 26 to make a decision.

Brasil · Fixed Broadband · Operators17/12/2025

Next year will be crucial for Brazil’s small internet providers

New strategies will prevail as the market seeks consolidation after several years of boom and operating almost on the fringes of legality.

Globales · Data Center18/12/2025

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

Globales · Spectrum16/12/2025

Spectrum: The debate over 6G bands enters a decisive phase ahead of WRC-27

The 7,125–8,400 MHz band is emerging as favorable due to its contiguity with the upper portion of the 6 GHz band. There is also interest in the 14.8–15.35 GHz block. Within Citel, eight administrations have developed preliminary positions and have called for the process to be concluded at the ITU. Discussions are also progressing on interference issues affecting D2D services over IMT.

List all analysis