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1 NAFD-MT Mega Trends In Latin America A Future Outlook for the ―Next-Generation‖ Continent

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Disrupt, Collapse and Transform Trends Driving Growth

Mega Trends In Latin America A Future Outlook for the Next-Generation Continent#NAFD-MT Why Mega Trends?

#NAFD-MT Definition of Mega TrendsSource: Frost & Sullivan analysis.

#NAFD-MT Mega Trend MatrixUnderstanding Implications of Key Mega Trends within the Latin American EconomyLowDegree of CertaintyDegree of Impact on Latin American EconomyLowHighHighUrbanization Generation YThe Middle BulgeFuture Economic GrowthConnectivity and ConvergenceInnovating to ZeroInfrastructure DevelopmentHealth, Wellness, and Well-BeingNew Business ModelBusiness Process OutsourcingRenewable Power GenerationRise of MultilatinasMigrationSocial ProgramsNote: The size of the bubble represents the scale of opportunity within each Mega Trend.The Mega Trends have been plotted according to quantitative and qualitative reasoning.

Smart is the New Green

Source: Frost & Sullivan analysis.Mega Trend Matrix, Latin America, 2025#NAFD-MT 4Mega CitiesBy 2025, it is Expected that 85.7% of the Population (566.5 million people) in Latin America Will Be Living in Urban Areas.People per Square KilometreHighly Urban CountriesMore than 200 peopleMedium-high Urban Countries100 200 peopleMedium Urban Countries50100 peopleLow-medium Urban Countries1050 peopleLow Urban CountriesLess than 10 peopleMexico CityPopulation 2025:24.6 MillionGDP 2025:$713.5 BillionBogotaPopulation 2025:11.4 MillionGDP 2025:$298.0 Billion Rio de JaneiroPopulation 2025:13.6 MillionGDP 2025:$327.1 BillionBuenos AiresPopulation 2025:15.5 MillionGDP 2025:$327.1 BillionSao PauloPopulation 2025:23.2 MillionGDP 2025:$643.9 BillionMega Cities in 2025Emerging Mega Cities (4-8 Million population in 2025)SantiagoPopulation 2025:7.1 MillionBelo HorizontePopulation 2025:6.6 MillionGuadalajaraPopulation 2025:5.7 MillionSource: United Nations, Department of Economic and Social Affairs Statistics; other regional and country level statistics bureaus; and Frost & Sullivan analysis. LimaPopulation 2025:11.5 MillionMega Cities and Emerging Mega Cities, Latin America, 2025#NAFD-MT 5Useful tip: Ungroup the object and use colours or codes to highlight countries

Energy InfrastructurePower GenerationLatin America Power Generation Capacity Grows at High Rates as a result of General Infrastructure Requirements. Brazil is Investing Over $110 Billion until 2020.Installed Capacity (MW)Country20102020Brazil112,400141,000Mexico 60,40074,400Argentina 28,40033,000Colombia13,300 17,000Chile13,100 18,000Peru 6,200 11,600Top Countries to Watch25%23%20%28%37%86%2010-2020 Generation Capacity Expansion 14 GW4 GW5 GW29 GW5 GW5 GWLarge hydroelectric power plants, gas-fueled units, and wind generation are the regions focus to increase power generation capacity.MexicoColombiaBrazilChileArgentinaPeruCapacity to be Added by 2020Source: Frost & Sullivan analysisPower Generation Capacity Expansion, Latin America, 20112020#NAFD-MT Current interconnection situation6AsiaEuropeLatin AmericaNorth AmericaAfricaOceania90%41%200%140%91%200%56%150%82%112%27%4%90%56%65%7%65%11%57%83%Source: 2009 telecommunications statistics from ITU 2020 projections from Frost & Sullivan analysis.90%200%100%68%Telecom InfrastructureInvestments are Expected to Drive Mobile Penetration (M2M included) in Latin America from 91% in 2009 to more than 200% in 2020, and Fixed Broadband from 7% to 65%.Broadband PenetrationMobile Penetration20102020Broadband penetration will increase until 2020, generating a 7.1% GDP increase in Latin America.Broadband PenetrationMobile PenetrationBroadband PenetrationMobile PenetrationBroadband PenetrationMobile PenetrationBroadband PenetrationMobile PenetrationBroadband PenetrationMobile PenetrationForecast Telecom Infrastructure Investments, Global, 20102020#NAFD-MT According to World Bank, for every 10 % increase in broadband penetration, there is an increase in economic growth by 1.3%7The Middle BulgeMiddle Class Individuals to Account for 69% of Latin Americas Population (461 Million) in 2025.Source: IADB, ECLAC, Frost & Sullivan analysis.Note: Absolut values represent millions of individuals.Poverty Line based on ECLAC definition of poverty - $2.5 U.S. dollars per person per day in market prices2025661.0 Million Individuals2011576.9 Million Individuals$32,000$14,600$60,000$3,650$100,0006210.8%Below Poverty LinePoorLower Middle ClassMiddle ClassUpper Middle ClassRich20631.1%649.7%9113.8%18027.2%7511.3%Income Per AnnumPoverty Line7412.9%18832.6%386.6%11119.2%10317.9%466.9%Percent of Population by Income, Latin America, 2011 and 2025U.S. Dollars $Middle class in Latin America#NAFD-MT 8Break Out Session#NAFD-MT#NAFD-MT From Macro to MicroHow to Take Mega Trends from Information to Strategy Implementation

Sub Trend

Mega Trend

Analysis of Opportunities and Unmet Needs

Impact on Future Product/ Technology

Impact to Your Industry

MacroMicroInfrastructure growth, Gen Y trends, Renewable Energy, Etc..New product, service or solution that addresses the challenge

BONUS: Can you partner with someone at your table?After the event: what will it mean for your company?Source: Frost & Sullivan analysis.Challenge / opportunity related to the Mega Trend and Sub TrendsNAFD-MT#P5DB-MTTodays SessionMega Trends and Sub Trends

Challenge

Solutions:Gen YTransformation away from private ownership of automobilesComfort level with technology, integrationIncrease automobile sales for use by the next generationMore integrated, personalized experienceCar-sharing and related business modelsLeverage green preferencesSmall electric vehicles that can be used like current bike sharing programsFully integrated and traceable by mobile appsData can be given back to the city or area businesses for infrastructure management and targeted advertisingNAFD-MT#P5DB-MT