拉丁美洲軟件行業(yè)市場前景及投資研究報(bào)告-培訓(xùn)課件外文版2024.4

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TRENDSSoftwareindustryinLatinAmericaCHAPTER

01OverviewEnterpriseapplicationsoftwaremarketrevenueworldwidefrom2017to2026(inbillionU.S.dollars)Globalenterpriseapplicationsoftwarerevenue2017-2026600500400478.5424304.9300273.4214.1212.12020193.620182001000172.1201720192021*2022*2025*2026*3Description:Thisstatisticshowstheglobalrevenueforenterpriseapplicationsoftwarefrom2017to2026.Thesourceestimatesthatglobalrevenueforenterpriseapplicationsoftwarewillreach479billionU.S.dollarsin2026.

ReadmoreNote(s):Worldwide;2017to2022;*Forecast

2019figurewascalculatedbySource(s):Gartner;basedondataprovidedbythesource.ReadmoreInformationtechnology(IT)spendingonenterprisesoftwareworldwide,from2009to2023(inbillionU.S.dollars)Enterprisesoftwaretotalworldwideexpenditure2009-2023900800700600500400856.03783.466155294774193693263103102972852693002001000244.642010225.5120092011201220132014201520162017201820192020202120222023*4Description:In2022,ITspendingonenterprisesoftwareamounttoaround783billionU.S.dollarsworldwide,agrowthof7.1percentfromthepreviousyear.Likenearlyallsub-segmentsoftheITservicesindustry,theenterprisesoftwaremarkethasexperiencedhighlevelsofgrowthinrecentyears,withmarketrevenuesmorethandoublinginthedecadebetween2010and2020.TheCOVID-19globalpandemicalsodidnotslowdowngrowthinthesoftwaresectorasinitiallyfeared.Forfurtherinformation[...]

ReadmoreNote(s):Worldwide;2009to2022;*ForecastReadmoreSource(s):GartnerInformationtechnologymarketvalueinselectedLatinAmericancountriesfrom2020to2022(inbillionU.S.dollars)*ITmarketvalueinLatinAmerica2020-2022,bycountry202020212022605040302010049.545.745282322111110.29.79.2986.87.16.564.8BrazilMexicoArgentinaColombiaChilePeru5Description:TheLatinAmericancountrywiththemostsignificantinformationtechnology(IT)marketin2022wasBrazil,totaling45billionU.S.dollars.Mexicorankedsecond,withanITmarketvalueworth28billionU.S.dollars,whilePeru'sITmarketamountedtoonly6.5billionU.S.dollars.In2022,themostvaluablesegmentinBrazil`sITmarketwashardware,amountingto24.7billionU.S.dollars,whilethecountry`ssoftwaremarketwasvaluedat11.7billionU.S.dollars.

ReadmoreNote(s):LAC;2022;*Thevaluesrefertothedomesticmarketsofeachcountry,excludingtheexportmarkets.ReadmoreSource(s):Associa??oBrasileiradasEmpresasdeSoftware;IDCForecastinformationtechnology(IT)spendinggrowthinselectedLatinAmericancountriesin2023,byscenarioPredictedITspendinggrowthinLatinAmerica2023,byscenarioBaselineRecessionscenario8%7%6%5%4%3%2%1%0%-1%-2%-3%7%6%6%6%5%5%5%4%4%4%4%3%2%2%2%1%1%-2%PeruArgentinaWorldwideBrazilMexicoLatinAmericaColombiaEcuadorChile6Description:TheLatinAmericancountrywiththemostsignificantinformationtechnology(IT)spendinggrowthforecastin2023isArgentina,atsevenpercent.TheSouthAmericancountry'sITspendingwouldstillbeexpectedtogrowbyfourpercentin2023,eveninarecessionscenario.Brazilrankssecond,withanexpectedsixpercentITspendinggrowth.Ontheotherhand,Peru'sITspendingisexpectedtogrowbyonlyonepercentin2023,orevenfallbytwopercentincaseofarecession.

ReadmoreNote(s):LAC;October2022Source(s):IDCNumberofindependentsoftwarevendors(ISVs)percountryinCanada,LatinAmerica,andtheUnitedStatesin2023ISVspercountryinCanada,USA,andLatinAmerica202320,00018,00016,00014,00012,00010,0008,00018,3876,0004,0002,0006453590CanadaLatinAmericaUnitedStates7/statistics/270799/distribution-of-leading-isv-by-countryThenumberofindependentsoftwarevendorsvarieddependingontheirlocation.In2023,CanadahadthelowestnumberofISVs,359,followedbyLatinAmerica,with645.TheUnitedStateswashometoover18thousandindependentsoftwarevendors.ReadmoreNote(s):LAC;2023Source(s):Website()CHAPTER

02SoftwareasaService(SaaS)Revenueofthecloudandsoftwareasaservice(SaaS)industriesworldwidebetween2021and2026,byregion(inbillionU.S.dollars)RevenueofthecloudandSaaSindustriesworldwide2021-2026,byregionLatinAmericaNorthAmericaRestoftheworldEurope1,2001,0008006004002000276199226.3158.5185.3125.915111799.899.861.579.7555467.6394332.7286238.2202026*68102023122024*162025*202120229Description:Revenuegeneratedbythecloudandsoftwareasaservice(SaaS)marketsisexpectedtoincreaseacrossallregionsalltheworldbetween2021and2026.LatinAmericaisforecasttobethefastest-growingcloudandSaaSmarket,itsrevenuegrowingfrom6billionU.S.dollarsin2021to20billionU.S.dollarsby2026.between2021and2026,representingacompoundannualgrowthrateof28percent.ReadmoreNote(s):Worldwide;2023;*Forecast.ReadmoreSource(s):EBANX;LatitudCompoundannualgrowthrate(CAGR)ofthecloudandsoftwareasaservice(SaaS)industriesinselectedregionsworldwidebetween2021and2026CAGRofthecloudandSaaSindustriesCAGRinselectedregionsworldwide2021-202630%25%20%15%28%25.1%Africa22.6%21%10%5%18.4%0%LatinAmericaEuropeRestoftheworldNorthAmerica10Description:LatinAmericaisforecasttobethefastest-growingcloudandsoftwareasaservice(SaaS)marketintheworldbetween2021and2026,withacompoundannualgrowthrateof28percent.Africarankedsecond,pacingatover25percentperyearthroughto2026.ReadmoreNote(s):Worldwide;2021to2022Source(s):EBANX;IDC;Utilizationrateofsoftwareasaservice(SaaS)worldwidein2023,bycompanysizeSaaSutilizationrateworldwide2023,bycompanysize80%69%70%60%50%40%30%20%10%0%65%64%56%51%47%1-500501-25002501-50005001-1000010001+Totalaverage11Description:In2023,softwareasaservice(SaaS)usagereachedatotalaverageof56percentworldwide.SaaSwasmostutilizedincompaniesemployingbetweenoneand500people,withanadoptionrateofnearly70percent.Ontheotherhand,justoverhalfoflargecompaniesofover10,000staffwereusingSaaSin2023.ReadmoreNote(s):Worldwide;2023Source(s):Latitud;ZyloSoftwareindustrysegmentrevenueinLatinAmericain2022,byregion(inmillionU.S.dollars)RevenueofthesoftwareindustrysegmentsinLatinAmerica2022,byregionEnterpriseSoftwareApplicationDevelopmentSoftwareSystemInfrastructureSoftwareProductivitySoftware14,00012,00010,0008,0006,0004,0002,0000SouthAmericaMexicoCaribbeanCentralAmerica12Description:In2022,thetotalrevenuegeneratedbythesoftwareindustryinLatinAmericanwas18.6billionU.S.dollars.Thestrongestsegmentinallregionswastheenterprisesoftwaremarketsegment,accountingforaround7.6billionU.S.dollarsinrevenueinSouthAmerica.InCentralAmerica,therevenueofthissegmentlayataround334milliondollars.ThesecondbiggestdriverofrevenueinthesoftwaremarketacrossLatinAmericawastheapplicationdevelopmentsoftwaresegment.

ReadmoreNote(s):LACSource(s):TechnologyMarketInsightsVenturecapitalinvestmentsintheLatinAmericansoftwareindustryfrom2019to1sthalf2023(inmillionU.S.dollars)LatinAmerica:venturecapitalinvestmentsinthesoftwareindustry2019-202318,00015,971.416,00014,00012,00010,0008,0006,0004,0002,00007,882.35,013.220194,234.120202,745.820212022H1202313Description:VenturecapitalinvestedintheLatinAmericansoftwareindustryhasfluctuatedoverrecentyears.FromfivebillionU.S.dollarsin2019,itdroppedslightlyin2020beforepeakingin2021atnearly16billionU.S.dollars.Itfellagainin2022toaround7.9billionU.S.dollars.Asofthefirsthalfof2023,venturecapitalinvestmentsinsoftwareinLatinAmericaamountedtoover2.7billionU.S.dollars.ReadmoreNote(s):LAC;2019toH12023;*Asoftheendofthefirstsemester2023.ReadmoreSource(s):Latitud;LAVCACHAPTER

03SegmentsEnterprisesoftwareindustrysegmentrevenueinLatinAmericain2023,byregion(inmillionU.S.dollars)RevenueofenterprisesoftwareindustrysegmentsinLatinAmerica2023,byregionOtherEnterpriseSoftwareBusinessIntelligenceSoftwareCustomerRelationshipManagementSoftwareSupplyChainManagementSoftwareEnterpriseResourcePlanningSoftware6,0005,0004,0003,0002,0001,0000SouthAmericaMexicoCaribbeanCentralAmerica15Description:In2023,thetotalrevenuegeneratedbytheenterprisesoftwareindustryinLatinAmericanisforecasttoamountto8.47billionU.S.dollars.Thestrongestsegmentinallregionswasthecustomerrelationshipmanagementsoftwaresegment.Thissegmentaccountedforalmost1.74billionU.S.dollarsinSouthAmericaalone.InMexicotherevenueofthissegmentlayataround480milliondollars.ThesecondbiggestdriverofrevenueinthesoftwaremarketacrossLatinAmericawasthe[...]

ReadmoreNote(s):LACSource(s):TechnologyMarketInsightsRevenueofproductivitysoftwaresegmentsinLatinAmericain2023,byregion(inmillionU.S.dollars)ProductivitysoftwaresegmentsrevenueinLatinAmerica2023,byregionOfficeSoftwareCollaborationSoftwareAdministrativeSoftwareConstructionandDesignSoftwareCreativeSoftware1,6001,4001,2001,0008006004002000SouthAmericaMexicoCaribbeanCentralAmerica16Description:In2023,thetotalrevenuegeneratedbytheproductivitysoftwareindustryinLatinAmericanisforecasttoamount2.17billionU.S.dollars.ThestrongestsegmentinSouthAmericawastheadministrativesoftwaresegmentaccountingforaround376.7millionU.S.dollars.InMexico,therevenueofthissegmentlayataround98milliondollars.ReadmoreNote(s):LACSource(s):TechnologyMarketInsightsProductivitysoftwareindustryrevenueinLatinAmericafrom2016to2028,byregion(inmillionU.S.dollars)ProductivitysoftwarerevenueinLatinAmerica2016-2028,byregionSouthAmericaMexicoCaribbeanCentralAmerica3,0002,5002,0001,5001,0005000201620172018201920202021202220232024202520262027202817Description:Therevenueisforecasttoexperiencesignificantgrowthinallregionsin2028.Fromtheselectedregions,therankingbyrevenueinthe'ProductivitySoftware'segmentofthesoftwaremarketisforecasttobeleadbySouthAmericawith1.7billionU.S.dollars.Incontrast,therankingistrailedbyCentralAmericawith130.18millionU.S.dollars,recordingadifferenceof1.5billionU.S.dollarstoSouthAmerica.ReadmoreNote(s):LAC;2016to2028Source(s):TechnologyMarketInsightsVenturecapitalinvestmentsinselectedsegmentsoftheLatinAmericansoftwareindustryfrom2019to1stsemester2023(inmillionU.S.dollars)LatinAmerica:VCinvestmentsinselectedsoftwareindustrysegments2019-2023EnterpriseResourcePlanning(ERP)CustomerRelationshipManagement(CRM)/SalesManagementOtherEnterpriseSoftware600500400300200100075157.810.756.493.7246.5149.63378.6103.396.767.94.420221.53.82023*20192020202118Description:VenturecapitalinvestedinselectedsegmentsoftheLatinAmericansoftwareindustryhavefluctuatedoverrecentyears.Fromnearly100millionU.S.dollarsin2019,theEnterpriseResourcePlanning(ERP)segmentdroppedto1.5millionin2020,beforepeakingin2021atover246millionU.S.dollars.Itfellagainin2022and2023toaround4millionU.S.dollars.Asofthefirstsemesterof2023,theCustomerRelationshipManagement(CRM)/SalesManagementsegmentsaccountedforthe[...]

ReadmoreNote(s):LAC;2023;*Asoftheendofthefirstsemester2023.ReadmoreSource(s):Latitud;LAVCACHAPTER

04Companies&techtalentMostfundedartificialintelligence(AI)companiesinLatinAmericain2022(inmillionU.S.dollars)LatinAmerica:mostfundedAIcompanies2022FundinginmillionU.S.dollars020406080100120140160180TakeBlip(Brazil)Gupy(Brazil)170104.6Cortex(Brazil)Cobli(Brazil)78.245TRACTIAN(Brazil)18.720Description:AsofJune2023,Gupywasthemostfundedartificialintelligence(AI)companyinLatinAmerica,havingattractedinvestmentsof170millionU.S.dollars.TakeBlipisbasedinSaoPaulo,Brazil,andspecializesinprovidingcommunication-basedbusinesssolutions,marketingautomationtechnology,andtextanalytics,amongothers.Inthefirsthalfof2021,AIstartupsworldwidereceived38billionU.S.dollarsinfunding.ReadmoreNote(s):LAC;June2023Source(s):CrunchBase;VenturecapitalinvestmentsinLatinAmericanstartupsfrom1stquarter2022to2ndquarter2023(inmillionU.S.dollars)LatinAmerica:venturecapitalinvestmentsinstartups2022-20234,0003,7383,5003,0002,5002,0001,5001,0005002,3081,2551,1228595870Q1'22Q2'22Q3'22Q4'22Q1'23Q2'2321Description:Thetotalventurecapital(VC)investmentsinLatinAmericanstartupsexperiencedasharpdropintheperiodunderreview,fromover3.7billionU.S.dollarsinthefirstquarterof2022to587millionU.S.dollarsayearlater.However,thevalueofVCinvestmentsroseagainto859millionU.S.dollarsinthesecondquarterof2023.ReadmoreNote(s):LAC;Q12022-Q22023Source(s):CuanticoVCRevenuegeneratedbyGlobantinselectedcountriesworldwidein2022(inmillionU.S.dollars)Globantrevenue2022,bycountryRevenueinmillionU.S.dollars60002004008001,0001,200UnitedStatesSpain1,095.986.41120.58115.49ArgentinaChileMexico75.4445.02UnitedKingdomCanadaBrazil38.931.0625.1319.2121.19PeruColombiaIndiaBelgiumJapan5.5811.7422Description:In2022,GlobantgeneratedmostofitsrevenueintheUnitedStates,withmorethan1billionU.S.dollars.Thecompany'stotalrevenueamountedtonearly1.8billionU.S.dollars.ReadmoreNote(s):Worldwide;2022Source(s):GlobantLeadingcitiesforstartupsinLatinAmericaandtheCaribbeanin2023,bytotalscoreLeadingcitiesforstartupsinLatinAmericaandtheCaribbean2023,bytotalscoreTotalscore1505102025303534.8340S?oPaulo(Brazil)MexicoCity(Mexico)Bogota(Colombia)Santiago(Chile)13.579.899.18.53BuenosAires(Argentina)Curitiba(Brazil)5.034.53.933.753.24RiodeJaneiro(Brazil)Monterrey(Mexico)Medellín(Colombia)BeloHorizonte(Brazil)23Description:In2023,manyofthebestcitiesforstartupsinLatinAmericaandtheCaribbeanwerelocatedinBrazil.Specifically,thisPortuguese-speakingcountryhad4ofthetop10citiesforstartupsintheregion.SaoPaulotoppedthelist,withatotalscoreof34.83points.AnothertwocitiesofthelistwerelocatedinMexico,MexicoCityandMonterrey.ReadmoreNote(s):LAC;2023Source(s):StartupBlinkNumberofsoftwaredevelopersinselectedLatinAmericancountriesin2023(in1,000s)SoftwaredevelopersinselectedLatinAmericancountries2023600500500400300200100022011562BrazilMexicoArgentinaColombia24Description:In2023,therewereapproximately500,000softwaredevelopersinBrazil.Mexicohadaround220,000softwaredevelopers,whileArgentinatotaledapproximately115,000.AkeystrengthoftheLatinAmericaregionistheproximityofmostcountries,ensuringeffectivecommunicationandplanning.ReadmoreNote(s):LACSource(s):AlcorCHAPTER

05OutlookRevenueofthesoftwareindustryinArgentinafrom2018to2028,bysegment(inmillionU.S.dollars)SoftwaremarketrevenueinArgentina2018-2028,bysegmentEnterpriseSoftwareApplicationDevelopmentSoftwareSystemInfrastructureSoftwareProductivitySoftware1,00090080070060050040030020010002018201920202021202220232024202520262027202826Description:In2028,therevenueisforecasttosignificantlydecreaseinallsegmentscomparedtotheprevioustimepoint.Concerningthefourselectedsegments,thesegmentEnterpriseSoftwarehasthelargestrevenuewith417.63millionU.S.dollars.Contrastingly,ProductivitySoftwareisrankedlast,with74.84millionU.S.dollars.Theirdifference,comparedtoEnterpriseSoftware,liesat342.79millionU.S.dollars.ReadmoreNote(s):Argentina;2018to2028Source(s):TechnologyMarketInsightsRevenueofthesoftwareindustryinBrazilfrom2018to2028,bysegment(inmillionU.S.dollars)SoftwaremarketrevenueinBrazil2018-2028,bysegmentEnterpriseSoftwareApplicationDevelopmentSoftwareSystemInfrastructureSoftwareProductivitySoftware14,00012,00010,0008,0006,0004,0002,00002018201920202021202220232024202520262027202827Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Aspartofthepositivetrend,theindicatorachievethemaximumvalueacrossallfourdifferentsegmentsbytheendofthecomparisonperiod.Notably,thesegmentEnterpriseSoftwarestandsoutwiththehighestvalueof5.2billionU.S.dollars.ReadmoreNote(s):Brazil;2018to2028Source(s):TechnologyMarketInsightsRevenueofthesoftwareindustryinChilefrom2018to2028,bysegment(inmillionU.S.dollars)SoftwaremarketrevenueinChile2018-2028,bysegmentEnterpriseSoftwareApplicationDevelopmentSoftwareSystemInfrastructureSoftwareProductivitySoftware2,0001,8001,6001,4001,2001,00080060040020002018201920202021202220232024202520262027202828Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Aspartofthepositivetrend,theindicatorachievethemaximumvaluea