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Global Wireless Matrix 1Q05 PDF
Global Wireless Matrix 1Q05 PDF
27 June 2005
Contributors
Highlights
In 1Q05, wireless revenue and subscriber growth contained few surprises, but margins deteriorated in many markets,
notably in Europe and Japan. Stock market performance has reflected this, with solid gains in North America and emerging
markets offset by painful declines in Europe and Japan.
We continue to favour emerging markets wireless exposure and, among the developed country markets, North America over
Europe. This quarters results highlight the margin risk in markets that are mature and competitive. In many of these markets,
revenue deceleration is leading to increased rivalry and margin compression.
Contents
Page
In this issue, we have introduced a Mobile Matrix Scorecard with composite attractiveness and momentum scores for
each country based on the historic data in the Matrix. We discuss the relationship between market structure, revenue growth,
margins and investor expectations and the risk that an economic slowdown could have a magnified impact on margins in mature
markets. The implication: investors in mature wireless markets should demand a margin of safety.
For 1Q05, we estimate that aggregate service revenue growth was 18%, with subscriber growth of 22% for our 47 Matrix
country markets. The aggregate EBITDA margin declined 1pt YoY to 39%, with steeper declines in Europe (2pts), Japan (7pts)
and Latam (5pts) (where revenue growth accelerated). In the 16 markets with penetration above 90%, revenue growth was still
healthy at 9%, but margins declined by 2pts YoY to 37%. There is still a wide divergence in the performance of these markets.
We have increased our 2005E-2006E global subscriber growth forecasts (again), as follows:
2005E: +13% to 298mn
2006E: +2% to 224mn
Please note that an interactive online database containing the data summarized in this report (and some supplementary charts
not in this report) is available at: http://www.cwes01.com/10323/24789/Interactive_Global_Wireless_Matrix.xls
Merrill Lynch does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict
of interest that could affect the objectivity of this report.
Investors should consider this report as only a single factor in making their investment decision.
RC#60217801
Cap ($) 1
3,740
29,712
34,627
32,979
3,182
30,439
5,571
1,227
2,033
10,058
43,896
1,083
34,318
32,153
32,404
18,036
23,592
10,015
603
1,003
43,862
17,165
28,649
36,184
13,806
4,418
6,377
34,836
23,120
496
52,861
538
1,019
5,912
16,021
4,016
23,999
3,687
23,447
37,363
47,493
13,359
2,556
4,428
35,505
39,991
4,019
7,922
Pop
(m n)
39
20
8
10
184
32
16
1,300
46
10
5
72
5
60
82
11
7
10
1,053
220
4
7
57
128
48
26
105
16
4
136
5
152
83
39
10
146
4
47
40
9
7
23
63
72
60
296
26
4,803
Pe ne tration
M obile
37%
90%
101%
86%
38%
48%
62%
27%
26%
106%
94%
12%
99%
75%
88%
106%
105%
87%
5%
14%
97%
107%
112%
72%
77%
62%
39%
102%
82%
8%
104%
6%
42%
63%
107%
59%
94%
47%
100%
111%
88%
93%
45%
51%
106%
64%
33%
34%
M ob. %
Fixe d 2 of GDP3
22%
1.5%
55%
0.8%
48%
1.6%
49%
1.5%
22%
1.5%
64%
0.8%
23%
1.7%
17%
2.4%
18%
1.7%
36%
2.6%
69%
0.9%
11%
2.0%
52%
1.3%
57%
1.5%
65%
1.0%
49%
2.5%
56%
1.4%
36%
2.5%
4%
1.1%
4%
1.6%
50%
1.5%
45%
2.6%
48%
1.7%
48%
1.5%
54%
2.5%
19%
2.9%
18%
1.3%
62%
1.4%
45%
1.6%
1%
6.6%
74%
1.0%
3%
N.A .
4%
3.9%
30%
2.5%
42%
2.5%
24%
1.3%
46%
1.5%
11%
3.8%
43%
2.1%
74%
0.9%
73%
1.4%
58%
1.8%
11%
2.3%
27%
1.5%
59%
1.4%
65%
1.0%
11%
1.8%
21%
1.4%
Se rvice Re v.3
Subs cribe rs
(m n)
14.5
18.2
8.1
8.9
69.1
15.3
9.9
349.1
12.2
10.9
5.0
8.6
5.1
44.9
72.2
11.3
7.2
8.8
52.2
31.5
3.9
7.3
64.3
91.5
37.1
15.8
40.5
16.4
3.4
10.2
4.7
9.7
35.2
24.4
10.8
85.6
4.0
22.2
40.0
9.8
6.3
21.1
28.2
36.8
63.2
187.9
8.8
1,652
YoY
80%
16%
9%
6%
40%
11%
27%
20%
73%
11%
5%
41%
7%
7%
9%
7%
9%
10%
55%
52%
12%
8%
12%
5%
6%
35%
28%
18%
15%
162%
12%
N.A .
43%
31%
5%
103%
12%
36%
5%
8%
4%
-11%
21%
27%
13%
15%
23%
22%
Pr e paid
71%
45%
44%
65%
80%
23%
82%
62%
76%
77%
46%
82%
5%
38%
50%
66%
0%
81%
76%
N.A .
75%
N.A .
91%
4%
3%
83%
91%
62%
69%
99%
55%
100%
91%
59%
74%
91%
34%
0%
52%
59%
41%
16%
85%
75%
67%
9%
97%
55%
($bn)
2
5
4
5
9
8
1
38
2
3
2
2
2
28
26
5
2
3
7
4
3
3
28
69
17
3
9
8
1
4
2
N.A .
3
6
4
8
2
7
19
3
5
6
4
5
29
114
2
519
YoY
69%
12%
10%
5%
23%
15%
18%
14%
94%
5%
10%
34%
-9%
7%
6%
7%
8%
10%
66%
29%
9%
4%
13%
-1%
7%
13%
26%
5%
11%
105%
6%
N.A .
39%
12%
4%
32%
4%
22%
13%
-6%
3%
-2%
16%
19%
11%
15%
35%
18%
ARPU
(US$)
13
22
47
47
11
41
13
9
12
20
35
16
43
49
31
36
26
24
12
10
58
34
36
63
39
18
18
39
37
40
48
N.A .
8
20
31
8
32
26
42
30
67
22
11
11
42
54
18
27
YoY4
-5%
-4%
1%
-3%
-13%
3%
-8%
-7%
12%
-5%
3%
-3%
-14%
-1%
-3%
-1%
0%
0%
2%
-17%
-3%
-4%
-1%
-6%
0%
-15%
-1%
-10%
-4%
-22%
-6%
N.A .
-5%
-15%
-2%
-35%
-6%
-7%
7%
-5%
-4%
12%
-4%
-6%
-4%
-1%
9%
-6%
M OU
(M in.)
127
163
132
149
84
358
103
279
131
79
158
143
258
224
75
118
389
114
357
N.A .
210
302
122
146
298
177
105
129
144
N.A .
175
N.A .
N.A .
70
116
113
291
138
135
123
112
200
157
60
146
625
75
236
RPM
YoY
8%
1%
5%
0%
-7%
13%
-8%
12%
38%
-5%
16%
-10%
10%
3%
2%
5%
2%
5%
21%
N.A .
6%
3%
4%
-7%
-1%
-6%
2%
-5%
-5%
N.A .
-1%
N.A .
N.A .
1%
0%
-7%
5%
-9%
16%
10%
-3%
8%
0%
6%
2%
8%
-7%
6%
(US$)
0.10
0.12
0.31
0.26
0.12
0.11
0.12
0.03
0.09
0.22
0.19
0.11
0.15
0.19
0.33
0.26
0.06
0.19
0.03
N.A .
0.22
0.11
0.25
0.32
0.11
0.09
0.16
0.26
0.22
N.A .
0.23
N.A .
N.A .
0.22
0.24
0.06
0.09
0.18
0.27
0.23
0.50
0.10
0.07
0.17
0.23
0.08
0.21
0.14
Data %
M onthly
EBITDA
YoY4 of ARPU
-12%
N.A .
-5%
14%
-7%
14%
-3%
16%
-8%
6%
-12%
7%
0%
N.A .
-25%
19%
-19%
N.A .
-1%
17%
-11%
13%
7%
6%
-23%
13%
-6%
14%
-5%
18%
-6%
14%
-3%
9%
-5%
13%
-21%
9%
N.A .
27%
-12%
21%
-8%
7%
-6%
15%
0%
25%
-3%
16%
-10%
15%
-5%
7%
-7%
14%
-2%
13%
N.A .
N.A .
-6%
18%
N.A .
N.A .
N.A .
36%
-21%
20%
-4%
10%
-31%
14%
-13%
19%
1%
5%
-9%
14%
-14%
7%
-2%
17%
3%
6%
-4%
3%
-11%
12%
-8%
21%
-8%
7%
17%
15%
-12%
15%
Churn
2.7%
1.7%
1.6%
N.A .
2.0%
1.8%
2.0%
1.4%
2.2%
1.1%
2.6%
1.7%
3.2%
1.7%
1.5%
1.9%
3.3%
1.3%
6.1%
8.4%
N.A .
1.3%
1.3%
1.3%
2.5%
2.4%
3.0%
2.2%
1.6%
N.A .
N.A .
N.A .
4.0%
2.4%
2.3%
2.1%
1.3%
2.8%
1.3%
1.0%
0.6%
2.5%
1.9%
0.8%
2.4%
2.0%
N.A .
2.1%
M argins
16%
40%
32%
43%
24%
40%
28%
47%
21%
44%
22%
54%
24%
43%
37%
35%
27%
38%
35%
67%
41%
31%
48%
24%
37%
48%
31%
25%
41%
50%
36%
N.A .
66%
41%
37%
50%
43%
35%
40%
42%
42%
49%
52%
33%
30%
30%
31%
39%
No. of
Top 2 Playe rs
Playe rs
Share
3
72%
4
79%
5
66%
3
80%
4
60%
3
70%
3
84%
3
95%
3
88%
3
83%
4
76%
2
100%
3
86%
3
83%
4
76%
4
73%
6
45%
3
80%
5
48%
7
89%
3
90%
4
67%
4
76%
7
75%
3
84%
3
78%
5
91%
5
61%
2
100%
4
68%
2
100%
4
84%
4
81%
3
70%
3
80%
3
70%
3
70%
3
89%
3
76%
4
81%
3
82%
3
70%
5
84%
3
86%
5
50%
5
51%
4
82%
76%
YoY
12%
-2%
-4%
-3%
-4%
-1%
+17%
+9%
-3%
-1%
-2%
0%
+1%
-1%
-2%
-0%
+3%
-3%
+10%
+5%
-4%
+0%
-6%
+2%
-1%
-1%
+1%
-1%
0%
-10%
0%
N.A .
-2%
+1%
+1%
+2%
-3%
+2%
-1%
-3%
+0%
+1%
-5%
+0%
-1%
+12%
+0%
CPP5
Y es
Y es
Y es
Y es
Y es
No
Y es
No
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
No
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
No
Y es
Y es
Y es
No
No
No
No
No
No
Y es
No
Y es
Y es
Y es
Y es
Y es
Y es
No
No
Y es
No
Y es
No7
Y es
No
No
Y es
No
No
Y es
Y es
Y es
Y es
No
No
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
No
Y es
No
No
Y es
No
Y es
No7
Y es
Y es
Y es
No
No
No
Y es
Y es
No
Source: ML estimates. Average calculations weighted by subscribers. Notes: 1) Source: IMF World Economic Outlook Database, September 2004. 2) Source: ITU. 3) ML estimate based on annualized average ARPU as of the most recent quarter and
average subscribers over the past quarter. 4) YoY change in ARPU and RPM calculated in reported currency terms. 5) CPP = Calling Party Pays. 6) MNP = Mobile Number Portability. 7) South Africa is expected to have MNP in late 2005 and Japan in
2006.
M NP6
Pop
Pe ne tration
Fixe d 2
(m n)
M obile
M ob. %
of GDP3
Se rvice Re v.3
Subs cribe rs
(m n)
YoY
Pre paid
($bn)
YoY
ARPU
YoY4
(US$)
M OU
(M in.)
RPM
YoY
(US$)
YoY4
Data %
M onthly
EBITDA
No. of
of ARPU
Churn
M argins
Playe rs
Top 2 Playe rs
Share
CPP5
M NP6
YoY
34,879
880
80%
58%
1.3%
702
10.7%
37%
375
9.2%
46
-2%
275
4%
0.21
-7%
14%
1.7%
ASIA-PACIFIC
34,201
163
76%
49%
1.4%
124
7.3%
12%
79
1.7%
53
-5%
167
-5%
0.27
-1%
22%
1.4%
28%
A ustralia
29,712
20
90%
55%
0.8%
18.2
15.7%
45%
11.6%
22
-4%
163
1%
0.12
-5%
14%
1.7%
40%
79%
-2%
Y es
Y es
Hong Kong
23,592
105%
56%
1.4%
7.2
8.8%
0%
8.4%
26
0%
389
2%
0.06
-3%
9%
3.3%
27%
45%
3%
No
Y es
Japan
New Zealand
Singapore
EUROPE
A ustria
Belgium
Denmark
Finland
France
Germany
Greece
Ireland
Italy
Netherlands
Norw ay
Portugal
Spain
Sw eden
Sw itzerland
UK
NORTH AM ERICA
36,184
23,120
23,999
31,646
34,627
32,979
43,896
34,318
32,153
32,404
18,036
43,862
28,649
34,836
52,861
16,021
23,447
37,363
47,493
35,505
39,056
128
4
4
389
8
10
5
5
60
82
11
4
57
16
5
10
40
9
7
60
328
72%
82%
94%
96%
101%
86%
94%
99%
75%
88%
106%
97%
112%
102%
104%
107%
100%
111%
88%
106%
62%
48%
45%
46%
56%
48%
49%
69%
52%
57%
65%
49%
50%
48%
62%
74%
42%
43%
74%
73%
59%
65%
1.5%
1.6%
1.5%
1.5%
1.6%
1.5%
0.9%
1.3%
1.5%
1.0%
2.5%
1.5%
1.7%
1.4%
1.0%
2.5%
2.1%
0.9%
1.4%
1.4%
0.9%
91.5
3.4
4.0
375
8.1
8.9
5.0
5.1
44.9
72.2
11.3
3.9
64.3
16.4
4.7
10.8
40.0
9.8
6.3
63.2
203
5.1%
14.8%
11.6%
9.6%
9.4%
6.1%
5.1%
7.3%
7.1%
9.3%
6.9%
11.6%
11.8%
18.0%
12.0%
5.4%
5.0%
8.3%
4.0%
13.0%
14.9%
4%
69%
34%
60%
44%
65%
46%
5%
38%
50%
66%
75%
91%
62%
55%
74%
52%
59%
41%
67%
10%
69
1
2
174
4
5
2
2
28
26
5
3
28
8
2
4
19
3
5
29
122
-1.3%
11.4%
4.1%
8.4%
10.3%
4.7%
9.7%
-9.3%
7.3%
6.2%
7.1%
8.6%
12.6%
5.2%
5.9%
3.5%
13.1%
-5.8%
3.3%
10.8%
15.4%
63
37
32
39
47
47
35
43
49
31
36
58
36
39
48
31
42
30
67
42
53
-6%
-4%
-6%
-2%
1%
-3%
3%
-14%
-1%
-3%
-1%
-3%
-1%
-10%
-6%
-2%
7%
-5%
-4%
-4%
-1%
146
144
291
135
132
149
158
258
224
75
118
210
122
129
175
116
135
123
112
146
605
-7%
-5%
5%
4%
5%
0%
16%
10%
3%
2%
5%
6%
4%
-5%
-1%
0%
16%
10%
-3%
2%
8%
0.32
0.22
0.09
0.26
0.31
0.26
0.19
0.15
0.19
0.33
0.26
0.22
0.25
0.26
0.23
0.24
0.27
0.23
0.50
0.23
0.08
0%
-2%
-13%
-7%
-7%
-3%
-11%
-23%
-6%
-5%
-6%
-12%
-6%
-7%
-6%
-4%
-9%
-14%
-2%
-8%
-9%
25%
13%
19%
16%
14%
16%
13%
13%
14%
18%
14%
21%
15%
14%
18%
10%
14%
7%
17%
21%
7%
1.3%
1.6%
1.3%
1.7%
1.6%
N.A .
2.6%
3.2%
1.7%
1.5%
1.9%
N.A .
1.3%
2.2%
N.A .
2.3%
1.3%
1.0%
0.6%
2.4%
2.0%
24%
41%
43%
38%
32%
43%
22%
24%
43%
37%
35%
41%
48%
25%
36%
37%
40%
42%
42%
30%
30%
7
2
3
75%
100%
70%
2%
0%
-3%
Y es
Y es
No
Y es
Y es
Y es
5
3
4
3
3
4
4
3
4
5
2
3
3
4
3
5
66%
80%
76%
86%
83%
76%
73%
90%
76%
61%
100%
80%
76%
81%
82%
50%
-4%
-3%
-2%
1%
-1%
-2%
0%
-4%
-6%
-1%
0%
1%
-1%
-3%
0%
-1%
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Y es
Canada
US
EM ERGING M ARKET TOTAL
EM ERGING ASIA
30,439
39,991
1,867
1,301
32
296
3,923
2,967
48%
64%
24%
20%
64%
65%
13%
11%
0.8%
1.0%
1.9%
1.8%
15.3
187.9
950
580
11.4%
15.2%
36.3%
24.9%
23%
9%
66%
59%
8
114
144
81
15.2%
15.4%
23.8%
20.0%
41
54
13
12
3%
-1%
-9%
-6%
358
625
1,469
275
13%
8%
6%
10%
0.11
0.08
0.08
0.04
-12%
-8%
-17%
-20%
7%
7%
15%
18%
1.8%
2.0%
2.4%
2.5%
40%
30%
43%
48%
3
5
70%
51%
-1%
12%
No
No
No
Y es
China
India
Indones ia
Korea
Malaysia
Pakistan
Philippines
Taiw an
Thailand
EM ERGING EUROPE
1,227
603
1,003
13,806
4,418
538
1,019
13,359
2,556
3,293
1,300
1,053
220
48
26
152
83
23
63
539
27%
5%
14%
77%
62%
6%
42%
93%
45%
40%
17%
4%
4%
54%
19%
3%
4%
58%
11%
17%
2.4%
1.1%
1.6%
2.5%
2.9%
N.A .
3.9%
1.8%
2.3%
3.1%
349.1
52.2
31.5
37.1
15.8
9.7
35.2
21.1
28.2
215
20.2%
55.2%
52.0%
6.0%
34.7%
N.A .
42.9%
-10.6%
20.7%
63.4%
62%
76%
N.A .
3%
83%
100%
91%
16%
85%
71%
38
7
4
17
3
N.A .
3
6
4
39
13.7%
65.8%
29.2%
7.4%
13.3%
N.A .
38.7%
-2.1%
16.2%
27.0%
9
12
10
39
18
N.A .
8
22
11
16
-7%
2%
-17%
0%
-15%
N.A .
-5%
12%
-4%
-19%
279
357
N.A .
298
177
N.A .
N.A .
200
157
107
12%
21%
N.A .
-1%
-6%
N.A .
N.A .
8%
0%
-3%
0.03
0.03
N.A .
0.11
0.09
N.A .
N.A .
0.10
0.07
0.13
-25%
-21%
N.A .
-3%
-10%
N.A .
N.A .
3%
-4%
-18%
19%
9%
27%
16%
15%
N.A .
36%
6%
3%
13%
1.4%
6.1%
8.4%
2.5%
2.4%
N.A .
4.0%
2.5%
1.9%
1.9%
47%
35%
67%
37%
48%
N.A .
66%
49%
52%
43%
3
5
7
3
3
4
4
3
5
95%
48%
89%
84%
78%
84%
81%
70%
84%
9%
10%
5%
-1%
-1%
N.A .
-2%
1%
-5%
No
Y es
Y es
Y es
Y es
0%
Y es
Y es
Y es
No
No
0%
Y es
No
0%
0%
0%
0%
Czech
Egypt
Hungary
Israel
Nigeria
Poland
Russia
South A f rica
Turkey
LATIN AM ERICA
10,058
1,083
10,015
17,165
496
5,912
4,016
3,687
4,428
4,059
10
72
10
7
136
39
146
47
72
417
106%
12%
87%
107%
8%
63%
59%
47%
51%
37%
36%
11%
36%
45%
1%
30%
24%
11%
27%
20%
2.6%
2.0%
2.5%
2.6%
6.6%
2.5%
1.3%
3.8%
1.5%
1.5%
10.9
8.6
8.8
7.3
10.2
24.4
85.6
22.2
36.8
155
11.1%
41.5%
9.6%
8.2%
161.7%
31.3%
102.5%
36.4%
27.3%
41.2%
77%
82%
81%
N.A .
99%
59%
91%
0%
75%
83%
3
2
3
3
4
6
8
7
5
24
5.4%
33.5%
9.6%
3.8%
104.7%
12.1%
32.4%
22.4%
19.0%
34.0%
20
16
24
34
40
20
8
26
11
13
-5%
-3%
0%
-4%
-22%
-15%
-35%
-7%
-6%
-5%
79
143
114
302
N.A .
70
113
138
60
98
-5%
-10%
5%
3%
N.A .
1%
-7%
-9%
6%
0%
0.22
0.11
0.19
0.11
N.A .
0.22
0.06
0.18
0.17
0.13
-1%
7%
-5%
-8%
N.A .
-21%
-31%
1%
-11%
-7%
17%
6%
13%
7%
N.A .
20%
14%
5%
12%
7%
1.1%
1.7%
1.3%
1.3%
N.A .
2.4%
2.1%
2.8%
0.8%
2.4%
44%
54%
38%
31%
50%
41%
50%
35%
33%
26%
3
2
3
4
4
3
3
3
3
83%
100%
80%
67%
68%
70%
70%
89%
86%
-1%
0%
-3%
0%
-10%
1%
2%
2%
0%
Y es
Y es
Y es
Y es
Y es
Y es
No
Y es
Y es
Y es
No
Y es
No
0%
No
No
0%
No
3,740
3,182
5,571
2,033
6,377
4,019
7,922
39
184
16
46
105
26
4,803
37%
38%
62%
26%
39%
33%
34%
22%
22%
23%
18%
18%
11%
21%
1.5%
1.5%
1.7%
1.7%
1.3%
1.8%
1.4%
14.5
69.1
9.9
12.2
40.5
8.8
1,652
80.1%
39.6%
26.6%
72.9%
28.2%
23.0%
22.4%
71%
80%
82%
76%
91%
97%
55%
2
9
1
2
9
2
519
69.1%
23.0%
18.0%
93.9%
25.9%
34.6%
17.6%
13
11
13
12
18
18
27
-5%
-13%
-8%
12%
-1%
9%
-6%
127
84
103
131
105
75
236
8%
-7%
-8%
38%
2%
-7%
6%
0.10
0.12
0.12
0.09
0.16
0.21
0.14
-12%
-8%
0%
-19%
-5%
17%
-12%
N.A .
6%
N.A .
N.A .
7%
15%
15%
2.7%
2.0%
2.0%
2.2%
3.0%
N.A .
2.1%
16%
24%
28%
21%
31%
31%
39%
3
4
3
3
5
4
72%
60%
84%
88%
91%
82%
12%
-4%
17%
-3%
1%
0%
Y es
Y es
Y es
Y es
Y es
Y es
Y es
No
No
No
No
No
A rgentina
Brazil
Chile
Colombia
Mexico
V enezuela
GRAND TOTAL
34%
Source: ML estimates. Average calculations weighted by subscribers. Notes: 1) Source: IMF World Economic Outlook Database, September 2004. 2) Source: ITU. 3) ML estimate based on annualized average ARPU as of the most recent quarter and
average subscribers over the past quarter. 4) YoY change in ARPU and RPM calculated in reported currency terms. 5) CPP = Calling Party Pays. 6) MNP = Mobile Number Portability. 7) South Africa is expected to have MNP in late 2005 and Japan in
2006.
1. Quarterly Highlights
A Tough Quarter for Some
Telecom stocks have turned in a very mixed performance in the last three
months. We have seen solid telecom stock performances in emerging markets
(+5.4% in dollar terms), Asia-Pac (+4.0% ex-Japan) and the U.S. (+3.1%); telco
stocks have performed poorly in Japan (-5.7%) and Europe (-7.1%). We have
seen strong performances by many wireless names notably Telus,
Nextel/Sprint, Alltel, Rogers Communications, Americal Movil, Turkcell
and SK Telecom.
Sharp declines in Europes telcos reflect lowered expectations (and
guidance reductions) for wireless. The Japanese wireless names (DoCoMo
and KDDI) have also underperformed wireline. In Europe, while wireless has
been the key source of trouble, the full-service telcos have been hit harder than
the pure plays. In this quarters European Wireless Matrix report, just released,
Laura Mills, Jesus Romero and the ML European telecom team look at the
situation of Europes incumbents: Facing increased pressure from smaller
operators, they are now sacrificing historically high margins in order to protect
market share.
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C-1-7
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B-1-7
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Verdi Budiman
David Janazzo
Mauricio Fernandes
Reena Verma
Benjamin Billiard
Wendy Liu
Alistair Scott
Stephen Pettyfer
Wendy Liu
Laura Mills
Stephen Pettyfer
Yasumasa Goda
Glen Campbell
John Kim
David Janazzo
Wendy Liu
Mauricio Fernandes
David Janazzo
Laura Mills
Pricing changes are critical in the short term. Work by Laura Mills,
Jesus Romero and the ML European telecom team (published in their April
14 4Q04 European Wireless Matrix) highlights the correlation between
changes in voice pricing and service revenue growth (see Chart 1). This
data supports the case that gradual price declines are offset by usage growth
but sudden declines are not. The obvious example is regulator-induced cuts
(e.g. in termination rates); we also see pricing pressure when carriers push
to gain (or retain) market share.
Since future market conditions are more important to value than the status
quo, some investors favour a contrarian approach: buying into markets with
depressed margins or revenue growth, looking for appreciation when conditions
normalize. Consolidation is usually the quickest and most dramatic form of
market repair (as seen recently in the U.S. and Canada) but the timing is not
easily predicted. Investors in US wireless suffered for many years before
consolidation finally happened. But the current consolidation wave creates a
good argument for owning potential acquisition targets. It also creates a case for
owning stocks in markets that are ripe for restructuring or consolidation.
Chart 1: Service Revenue Growth vs. Change in Voice Revenue per Minute (4Q04)
5.0%
R 2 = 0.6487
POR
0.0%
ITA
FRA
-5.0%
GER
AUS
NOR
SPA
NETH
-10.0%
UK
-15.0%
DEN
-20.0%
SW E
-25.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
Source: ML estimates
50%
Margins
45%
40%
market potential
35%
growth
profitability
competition
30%
25%
R 2 = 0.24
20%
15%
10%
5%
0%
0
3
4
Number of Players
Favourable:
Grey
Neutral:
White
Unfavourable:
Dark
Source: ML estimates
Chart 3: Country Average EBITDA Margin vs. Top 2 Subscriber Market Share (4Q04)
50%
45%
40%
R2 = 0.25
35%
Margins
30%
25%
20%
15%
10%
5%
0%
0%
20%
40%
60%
80%
100%
120%
Source: ML estimates
This scoring approach has clear limitations it is unweighted and is based only
on the historic data captured in the Matrix. It does not take into account future
licensing, consolidation, termination rate cuts, MVNO activity or other such
factors. Nonetheless, it does allow us to highlight markets that are more or less
attractive.
We have identified markets with high scores, positive momentum and stocks
that are significantly exposed to them, as follows:
India (Bharti)
Indonesia (Indosat)
Philippines (PLDT)
Fixed
Growth
MOU
Mobile
Service
Service
Margins
R ev/Min
Average
Competition
YoY
S UMMARY
Top 2
Top 2
Penetrn
Line
per
Spend/
Revenue
Revenue
YoY
EB ITDA
M argin
No. of
Share
Share YoY
Point
Mom entum
K ey
Rate
Penetrn
Capita
GDP
Growth
Accelern
C hange
Margin
Chg (bp)
Networks
4Q04
Change
Score
Score
Stocks
55%
146
0.8%
12%
-1%
-5.3%
40%
129
79%
-2.0%
58%
67% Telstra
105%
56%
407
1.4%
8%
3%
-3.2%
27%
(267)
45%
2.6%
42%
67% SmarTone
Japan
72%
48%
104
1.5%
-1%
1%
-0.1%
24%
(816)
75%
2.0%
46%
New Zealand
82%
45%
117
1.6%
11%
-6%
-2.5%
41%
(71)
100%
0.0%
63%
33% TC N Z
Singapore
94%
46%
273
1.5%
4%
-6%
-13.0%
43%
100
70%
-3.2%
46%
Austria
101%
48%
132
1.6%
10%
-4%
-6.8%
32%
38
66%
-4.1%
33%
Belgium
86%
49%
129
1.5%
5%
-6%
-2.9%
43%
(144)
80%
-3.5%
54%
Denm ark
94%
69%
148
0.9%
10%
2%
-10.8%
22%
(190)
76%
-2.4%
46%
50% TDC
Finland
99%
52%
255
1.3%
-9%
-11%
-22.7%
24%
(1,624)
86%
0.8%
33%
17%
France
75%
57%
167
1.5%
7%
-4%
-5.6%
43%
(15)
83%
-0.8%
58%
Australia
Hong Kong
EU ROPE:
Germ any
Greece
Ireland
88%
65%
66
1.0%
6%
-1%
-5.4%
37%
60
76%
-2.3%
54%
50% DT, O2
106%
49%
125
2.5%
7%
-9%
-5.7%
35%
(167)
73%
-0.1%
38%
33% OTE
17%
97%
50%
204
1.5%
9%
-4%
-12.1%
41%
(95)
90%
-4.0%
50%
Italy
112%
48%
137
1.7%
13%
2%
-6.3%
48%
(140)
76%
-6.3%
46%
50% TIM
Netherlands
102%
62%
131
1.4%
5%
1%
-7.2%
25%
(202)
61%
-0.9%
42%
50% KPN
Norw ay
104%
74%
182
1.0%
6%
-8%
-6.2%
36%
21
100%
0.0%
54%
50% Telenor
Portugal
107%
42%
125
2.5%
4%
-4%
-3.9%
37%
(10)
80%
0.6%
50%
33% PT
Spain
100%
43%
135
2.1%
13%
-1%
-9.4%
40%
(343)
76%
-1.4%
50%
33% Telefonica
Sw eden
111%
74%
137
0.9%
-6%
-2%
-13.7%
42%
(38)
81%
-2.8%
42%
17% TeliaSonera
88%
73%
99
1.4%
3%
-2%
-2.0%
42%
369
82%
0.3%
67%
50% Sw isscom
106%
59%
154
1.4%
11%
-1%
-8.4%
30%
(207)
50%
-1.1%
33%
33% O2
328
Sw itzerland
UK
NORTH AMERICA :
Canada
48%
64%
170
0.8%
15%
-2%
-11.6%
40%
US
64%
65%
397
1.0%
15%
2%
-8.4%
30%
70%
-0.7%
71%
(4)
51%
12.1%
54%
80%
2.0%
60%
67%
50%
-2.0%
40%
33%
SCORING T HRESHOLDS:
Fav ourable
Unfav ourable
50%
25%
100
1.5%
15%
0%
-5.0%
40%
100%
45%
250
3.0%
5%
-2%
-15.0%
25%
(200)
Source: ML estimates
Key Stocks are stocks covered by Merrill Lynch that offer a significant degree of exposure to a given countrys wireless market.
Fixed
Growth
MOU
Mobile
Service
Service
Margins
R ev/Min
Average
Competition
YoY
S UMMARY
Top 2
Top 2
Penetrn
Line
per
Spend/
Revenue
Revenue
YoY
EB ITDA
M argin
No. of
Share
Share YoY
Point
Mom entum
K ey
Rate
Penetrn
Capita
GDP
Growth
Accelern
C hange
Margin
Chg (bp)
Networks
4Q04
Change
Score
Score
Stocks
EM ERGING A SIA:
China
105%
17%
291
2.4%
14%
-2%
-24.9%
47%
(301)
95%
9.4%
50%
India
88%
4%
315
1.1%
66%
-24%
-20.6%
35%
260
48%
9.7%
50%
Indonesia
88%
1.6%
29%
-10%
N.A.
67%
152
89%
5.4%
70%
67% Indosat
Korea
75%
54%
222
2.5%
7%
0%
-3.4%
37%
44
84%
-1.3%
67%
Malay sia
72%
19%
127
2.9%
13%
-7%
-9.6%
48%
(51)
78%
-1.3%
58%
33% DIGI.com, M ax is
N.A.
4% N.A .
Pakistan
51%
3% N.A .
N.A.
N .A.
N .A .
N.A.
N.A.
N.A.
84%
N.A.
75%
Philippines
48%
4% N.A .
3.9%
39%
4%
N.A.
66%
247
81%
-1.6%
80%
83% PLDT,Globe
Taiw an
27%
58%
54
1.8%
-2%
-5%
2.6%
49%
109
70%
0.6%
63%
Thailand
26%
11%
42
2.3%
16%
-3%
-4.1%
52%
(450)
84%
-5.5%
63%
Czech
102%
36%
80
2.6%
5%
0%
-1.0%
44%
81
83%
-1.1%
71%
67%
Egy pt
100%
11%
144
2.0%
34%
-3%
7.2%
54%
874
100%
0.0%
71%
50% EC M S M obiN il
Hungary
90%
36%
102
2.5%
10%
0%
-4.6%
38%
(301)
80%
-2.7%
58%
33% M atav
Israel
86%
45%
261
2.6%
4%
-3%
-8.1%
31%
160
67%
0.0%
38%
50% Partner
EM ERGING EUROPE:
Nigeria
62%
6.6%
105%
-16%
N.A.
50%
(100)
68%
-10.2%
50%
17% M TN
Poland
47%
30%
33
2.5%
12%
-6%
-21.3%
41%
677
70%
0.7%
63%
50%
Russia
42%
24%
48
1.3%
32%
-11%
-31.3%
50%
(188)
70%
1.6%
71%
South Africa
38%
11%
52
3.8%
22%
3%
1.3%
35%
277
89%
1.7%
83%
83% M TN , Telkom SA
Turkey
14%
27%
1.5%
19%
-17%
-10.6%
33%
(98)
86%
0.4%
67%
33% Turkcell
67%
1% N.A .
LA TIN A MER IC A:
Argentina
112%
22%
143
1.5%
69%
6%
-12.1%
16%
(1,274)
72%
11.7%
63%
Brazil
106%
22%
90
1.5%
23%
5%
-8.1%
24%
(347)
60%
-4.1%
54%
Chile
106%
23%
109
1.7%
18%
1%
0.1%
28%
(46)
84%
16.7%
75%
83%
Colombia
104%
18%
136
1.7%
94%
40%
-18.6%
21%
(445)
88%
-2.7%
50%
33%
64%
18%
67
1.3%
26%
-4%
-5.5%
31%
(160)
91%
0.9%
63%
33% America M ov il
6%
11%
1.8%
35%
5%
17.3%
31%
114
82%
0.4%
83%
83%
80%
2.0%
60%
67%
50%
-2.0%
40%
33%
Mex ico
Venezuela
SCORING T HRESHOLDS:
Fav ourable
Unfav ourable
50%
25%
100
1.5%
15%
0%
-5.0%
40%
100%
45%
250
3.0%
5%
-2%
-15.0%
25%
(200)
Source: ML estimates
Key Stocks are stocks covered by Merrill Lynch that offer a significant degree of exposure to a given countrys wireless market.
Penetration
1Q05
24.2%
19.5%
39.9%
37.2%
79.8%
76.1%
96.4%
62.0%
34.4%
Penetration Increase
1Q05
4Q04
1.9%
1.8%
0.8%
1.0%
3.9%
4.5%
1.9%
4.0%
1.4%
2.4%
1.2%
1.3%
1.5%
3.3%
1.8%
1.6%
1.2%
1.9%
Net Adds(mn)
14.2
11.2
5.8
4.1
Source: ML estimates
In aggregate, the GEM markets accounted for 80% of matrix net adds for
the quarter. The strongest subscriber growth came from Latin America and
Emerging Europe, reflecting strong growth in Russia). However, subscriber
growth in developed country markets has not slowed appreciably, with a total of
13.7mn net adds, up from 11.8mn in 1Q04.
Subscriber growth and penetration rates are becoming much less
meaningful measures of market growth, given the prevalence of subscribers
with multiple SIM cards. There are now 12 markets with penetration above
100%. Looking ahead, we expect the relationship to weaken further, with the
growth in mobile computing and telematics.
n Service Revenue Growth:
Service revenues were up 18% YoY, to US$519bn (annualized based on 4Q04
ARPU and subscribers), down 1 point QoQ. All markets with 20%+ growth rate
were GEM markets (see Table 8).
Source: ML estimates
Net subscriber additions of 68mn were up from 63mn in 1Q04, but down
from the record 93mn net additions in 4Q04. More than half of this quarters
subscriber additions came from the four fastest-growing markets, as highlighted
in Table 6:
10
Table 7: Countries with Service Revenue Growth Rate Greater than 20%
Countries
Nigeria
Colombia
Argentina
India
Philippines
Venezuela
Egypt
Russia
Indonesia
Mexico
Brazil
South Africa
105%
94%
69%
66%
39%
35%
34%
32%
29%
26%
23%
22%
Acceleration*
Brazil
Colombia
Hong Kong
Philippines
South Africa
U.S.
Decline**
Austria
Belgium
Egypt
Finland
France
Greece
India
Indonesia
Ireland
Israel
Mexico
New Zealand
Nigeria
Norway
Poland
Portugal
Russia
Singapore
Taiwan
Turkey
Source: ML estimates
* More than 2 points higher than both the preceding quarter and the average of the three preceding quarters.
Source: ML estimates
** More than 2 points lower than both the preceding quarter and the average of the three preceding quarters.
1Q 05
24%
20%
27%
34%
9%
2%
8%
15%
18%
4Q 04
24%
22%
27%
34%
9%
0%
9%
13%
19%
3Q04
25%
22%
32%
29%
9%
2%
10%
12%
18%
2Q04
27%
26%
34%
22%
10%
2%
10%
14%
19%
1Q04
26%
23%
39%
22%
11%
4%
12%
13%
19%
Source: ML estimates
There are now four countries with declining revenues, with the addition of
Taiwan:
Finland (-9%)
Sweden (-6%)
Taiwan (-2%)
Japan (-1%)
GEM service revenue growth declined to 24% from 26%. Developed country
service revenue growth averaged 9%, flat Q0Q (see Table 9 and Chart 4).
Service revenue growth accelerated in two regions: Latin America and North
America.
11
55%
45%
35%
25%
15%
Asia-Pacific
Europe
North America
Emerging Asia
Emerging Europe
Source: ML estimates based on country average ARPU as of the most recent quarter and average subscribers over the past year. GDP from World Bank as of year end 2002.
12
1Q05
4Q04
3Q04
2Q04
1Q04
4Q03
3Q03
2Q03
1Q03
4Q02
3Q02
2Q02
1Q02
4Q01
3Q01
2Q01
1Q01
4Q00
3Q00
2Q00
-5%
1Q00
5%
Latin America
We estimate that mobile spending averaged 1.4% of GDP for our Matrix
markets, up marginally from 4Q04 (1.3%). This estimate is based on our
annualized service revenue estimates and IMF per-capita GDP data. It is not
purchasing-power adjusted.
Countries with ARPU below $10 include China (US$9), Russia (US$8) and
the Philippines (US$8).
ARPU growth
12%
12%
9%
7%
Source: ML estimates
Source: ML estimates
Source: ML estimates
n Churn:
The average monthly churn rate was essentially flat at 2.1% in 1Q05.
n ARPU Growth:
Average revenue per user (ARPU) declined 6% YoY to US$27. This
compares to declines of 5%/5% in 4Q04/3Q04. Among countries with 10%+
ARPU declines, developed country markets include the Netherlands (10%) and
Finland (14%). As a result, Western Europe in aggregate saw ARPU decline by
1% YoY in 1Q05, flat QoQ. We continue to see a wide dispersion in absolute
ARPU levels:
ARPU decline
35%
22%
17%
15%
15%
14%
13%
10%
Source: ML estimates
Note that we estimate the YoY change in ARPU and revenue per minute (RPM)
based on the reporting currency, whereas the underlying data is shown in US
dollars for ease of comparison. For most countries, the reporting currency is the
local currency, although US dollars are used for some Latin American and
Eastern European countries (and in these cases the YOY changes are therefore
also in US dollar terms).
n Minutes of Use:
Monthly minutes of use per subscriber (MOU) grew 6% YoY to 236, a sharp
slowdown from the 13% growth in 4Q04. This slowdown has been seen in
many markets.
With this issue of the Global Wireless Matrix, we have included a new
metric, per capita MOU (calculated as MOU x penetration) (Chart 28). This
metric is a proxy for the extent of wireline substation. High-ranking countries
on this list include Hong Kong (407), the U.S. (397), Israel (324) and
Singapore (273). Most developed country markets were between 100 and 200
Refer to important disclosures on page 156.
13
RPM decline
Russia
China
Finland
Poland
India
Colombia
Sweden
Singapore
Ireland
Argentina
Canada
Denmark
Turkey
31.3%
24.9%
22.7%
21.3%
20.6%
18.6%
13.7%
13.0%
12.1%
12.1%
11.6%
10.8%
8.4%
EBITDA margin
67%
66%
54%
52%
50%
Source: ML estimates
Source: ML estimates
n EBITDA Margins:
EBITDA margins were down 1 pt YoY to 39%, averaging 34% in the
developed country markets and 43% in GEM markets. We saw steeper than
average declines in Europe (2pts), Japan (7pts) and Latam (5pts). Latam
represents a special case in our view, where margins are being depressed by
strong growth.
Country
Indonesia
Philippines
Egypt
Thailand
Russia
Country
EBITDA margin
Argentina
Chile
Colombia
Denmark
Finland
Brazil
Japan
Netherlands
Hong Kong
US
16%
19%
21%
22%
24%
24%
24%
25%
27%
30%
Source: ML estimates
n Data ARPU:
Data services contributed an estimated 15% of ARPU on average, up from
14% in 4Q04.
We see the greatest potential for data revenue growth in markets where
data spending is below 10% of ARPU. These include the U.S. and Canada
(both at 7%), Hong Kong (9%), Sweden (7%) and several emerging markets:
India, Israel, Mexico, Taiwan, Brazil, Egypt, South Africa and Thailand.
14
60%
50%
40%
30%
20%
10%
Asia-Pacific
Europe
North America
Emerging Asia
Emerging Europe
1Q05
4Q04
3Q04
2Q04
1Q04
4Q03
3Q03
2Q03
1Q03
4Q02
3Q02
2Q02
1Q02
4Q01
3Q01
2Q01
1Q01
4Q00
3Q00
2Q00
1Q00
0%
Latin America
Source: ML estimates based on country average ARPU as of the most recent quarter and average subscribers over the past year. GDP from World Bank as of year end 2002.
15
20%
10%
1Q05
4Q04
3Q04
2Q04
1Q04
4Q03
3Q03
2Q03
1Q03
4Q02
3Q02
2Q02
1Q02
4Q01
3Q01
2Q01
1Q01
4Q00
3Q00
2Q00
1Q00
0%
-10%
-20%
-30%
Asia-Pacific
Europe
North America
Emerging Asia
Emerging Europe
Source: ML estimates based on country average ARPU as of the most recent quarter and average subscribers over the past year. GDP from World Bank as of year end 2002.
16
Latin America
Subscribers by Technology
We estimate that 71% of Matrix subscribers are currently on GSM/UMTS
networks, with 10% on CDMA networks.
Note that our Matrix subscriber figures do not include fixed wireless (or limited
mobility) PAS subscribers in China due to the lack of information and more
limited comparability with full mobility subscribers.
Subscribers (mn)
GSM CDMA
Argentina
Australia
Austria
Belgium
Brazil
Canada
4.7
14.4
8.1
8.9
41.2
4.8
5.7
2.8
Chile
China
Colombia
Czech
Denmark
Egypt
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
4.9
318.8
3.7
10.9
5.0
8.6
5.1
44.9
72.2
11.3
7.2
8.8
40.4
28.1
3.9
5.1
60.8
3.4
30.3
TDMA
4.1
1.0
21.9
8.2
6.0
2.3
1.6
7.0
1.5
11.7
3.4
2.2
48.8
Breakdown
Other TOTAL
3.6
42.6
GSM CDMA
14.5
18.2
8.1
8.9
69.1
15.3
33%
79%
100%
100%
60%
32%
39%
16%
9.9
349.1
12.2
10.9
5.0
8.6
5.1
44.9
72.2
11.3
7.2
8.8
52.2
31.5
3.9
7.3
64.3
91.5
50%
91%
30%
100%
100%
100%
100%
100%
100%
100%
100%
100%
78%
89%
100%
70%
94%
34%
9%
TDMA
Subscribers (mn)
Other
28%
5%
32%
53%
9%
15%
16%
58%
12%
22%
11%
30%
53%
6%
47%
GSM CDMA
Korea
Malaysia
Mexico
Netherlands
New Zealand
Nigeria
Norway
Pakistan
Philippines
Poland
Portugal
Russia
Singapore
South Africa
Spain
Sweden
Switzerland
Taiwan
Thailand
Turkey
UK
US
Venezuela
TOTAL/AVG
12.4
17.8
16.4
1.9
Other TOTAL
4.1
17.8
37.1
3.5
0.8
0.9
0.6
10.2
4.7
8.4
32.6
24.4
10.8
85.6
4.0
0.5
0.3
0.8
2.4
22.2
30.5
9.8
6.3
21.1
22.6
36.8
63.2
58.5
5.5
1,195.1
Breakdown
TDMA
3.9
81.3
3.2
207.2
1.7
17.4
64.7
30.6
0.1
175.5
37.1
15.8
40.5
16.4
3.4
10.2
4.7
9.7
35.2
24.4
10.8
85.6
4.0
22.2
30.5
9.8
6.3
21.1
28.2
36.8
63.2
187.9
8.8
1,642.7
GSM
78%
44%
100%
56%
CDMA
TDMA
10%
44%
27%
17%
Other
100%
22%
2%
100%
100%
86%
92%
100%
100%
100%
100%
6%
1%
8%
7%
100%
100%
100%
100%
100%
80%
100%
100%
31%
62%
73%
14%
43%
36%
13%
6%
9%
4%
16%
2%
11%
Source: ML estimates
17
WCDMA/UMTS Launches
Hutchison
Mobilkom
Hutchison
Connect - One
T-Mobile
Tele.ring
Apr 03
Apr 03
May 03
Dec 03
May 04
Feb 04
Belgium
Brazil
Canada
Chile
China
Colombia
Czech
Denmark
Egypt
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
18
Nov 04
Malaysia
Mexico
Netherlands
Vesper
Vivo
Mar 03
Oct 04
Smartcom PCS
Eurotel
Hutchison
Oct 03
Sonera
SFR
Orange
T-Mobile
Vodafone
E-Plus
O2
Stet Hellas - TIM
Vodafone
Cosmote
Hutchison
Hong Kong CSL
SmarTone
Oct 03
Jun 04
Sep 04
May 04
May 04
Jun 04
Jun 04
Jan 04
Feb 04
May 04
Jan 04
Dec 04
Dec 04
Vodafone
Cellcom
Partner Orange
Hutchison
Telefonica Moviles
Vodafone
Telefonica
Wind
DoCoMo
Vodafone
May 04
Jun 04
Dec 04
Mar 03
May 04
May 04
May 04
Oct 04
Oct 01
Dec 02
Country
Korea
Sep 04
Aug 04
New Zealand
Nigeria
Norway
Pakistan
Philippines
Poland
Portugal
Russia
Singapore
South Africa
Spain
Sweden
Pelephone
Sep 04
Switzerland
Taiwan
Thailand
Turkey
UK
WCDMA/UMTS Launches
SK Telecom
Jan 04
KTF
Jan 04
Maxis
Jun 05
Vodafone
KPN
Jun 04
Oct 04
Telecom New Zealand Nov 04
Telenor
Netcom
Dec 04
Feb 05
Polkometel PlusGSM
PTC - EraGSM
Portugal Telecom
Vodafone
Optimus
Sep 04
Nov 04
Apr 04
May 04
Jun 04
M1
SingTel
StarHub
Vodacom
Amena
Telefonica Moviles
Vodafone
Hutchison
Vodafone
Teliasonera
Tele2
Swisscom
1Q 05
1Q 05
Apr 05
Dec 04
Nov 04
May 04
May 04
May 03
Feb 04
Mar 04
Jun 04
Sep 04
Hutchison
T-Mobile
Vodafone
Orange
O2
Mar 03
Feb 04
Apr 04
Jul 04
Feb 05
U.S.
KDDI
Oct 03
Venezuela
Source: Qualcomm, Merrill Lynch.
Verizon
Alaska Comm
ALLTEL
Movilnet
Oct 03
Jun 04
Mar 05
Feb 05
The global GEM proportions of net and gross additions are more difficult
to estimate, but are likely above 73% and 70%. We estimate that the 47
Matrix countries account for 4.8 billion people, or 75% of the worlds total of
6.4bn. We estimate that the remaining countries have about 200mn subscribers
or 11% of an estimated global total of 1.85bn. Practically all of these
subscribers are in GEM markets, so the global proportion of subscribers in GEM
markets is likely closer to 65%.
In 1Q05, GEM revenue and subscriber growth averaged 24% and 36%
respectively YoY for the 24 GEM countries included in the Matrix. This
compares to 26% and 38% in 4Q04.
We see continued growth in GEM markets, fuelled by
1) penetration gains from a relatively low base;
2) declining costs;
3) income growth; and
4) population growth.
112%
111%
107%
107%
106%
106%
106%
105%
104%
102%
101%
100%
99%
97%
94%
94%
93%
12%
8%
5%
8%
7%
11%
13%
9%
12%
18%
9%
5%
7%
12%
12%
5%
-11%
8.9%
-1%
-5%
-2%
-4%
-1%
-5%
-4%
0%
-6%
-10%
1%
7%
-14%
-3%
-6%
3%
12%
-0.8%
4%
10%
0%
3%
5%
-5%
2%
2%
-1%
-5%
5%
16%
10%
6%
5%
16%
8%
5.0%
13%
-6%
4%
4%
7%
5%
11%
8%
6%
5%
10%
13%
-9%
9%
4%
10%
-2%
8.3%
15%
7%
10%
7%
14%
17%
21%
9%
18%
14%
14%
14%
13%
21%
19%
13%
6%
14.7%
48%
42%
37%
31%
35%
44%
30%
27%
36%
25%
32%
40%
24%
41%
43%
22%
49%
38.1%
(140)
(38)
(10)
160
(167)
81
(207)
(267)
21
(202)
38
(343)
(1624)
(95)
100
(190)
109
(163)
Source: ML estimates
Virtually all of these markets are GSM markets, where multiple SIM cards
can inflate subscriber counts.
We estimate that subscriber growth averaged 9% YoY in these markets, vs.
the prior-quarter average of 10%, the Matrix average of 22% and the average for
developed countries of 11%.
19
Subscriber Forecasts
We have estimated that non-matrix net additions will total 42mn/39mn for
YE05/06 respectively.
We continue to believe that the risk to our subscriber forecasts is on the
upside, driven by a virtuous circle of declining costs and growing global scale.
In addition, we suspect that handset vendors may find it difficult to lower
production (barring industry consolidation). Our forecasts call for roughly flat
gross subscriber additions in 2005 and 2006 (see Chart 8). While gross
additions do not equal handset sales (they exclude replacement demand, offset
by handset recycling and growth in subscribers with multiple SIM cards), these
figures do roughly line up. If handset sales do increase in 2005 (e.g. because
vendors are reluctant to cut volumes), this suggests upside bias to one or more of
the constituents of demand (relative to our forecasts): net adds, churn and/or
replacement. To the extent that pricing is a part of this equation, then we have a
catalyst for continued subscriber growth, particularly in the GEM markets. With
vendors (notably Motorola) planning substantial price cuts this year on low-end
handsets, this dynamic is very evident. Finally, we think 2005 could be the year
when laptop cards become a significant part of the market.
Old*
1,289
1,582
1,795
1,964
Old
217
292
213
169
Old
255
337
263
219
2003
2004
2005E
2006E
Matrix Net Subscriber Additions
2003
2004
2005E
2006E
Global Net Subscriber Additions
2003
2004
2005E
2006E
New
1,289
1,583
1,839
2,024
New
217
293
256
185
New
255
336
298
224
Chg%
0.0
0.1
2.5
3.1
Chg%
0.0
0.3
20.0
9.5
Chg%
0.0
-0.3
13.3
2.3
Source: ML estimates * Old estimates adjusted for Pakistan, which is just added to the Matrix for 4Q04.
Matrix-Developed Countries
Matrix-GEM Countries
Non-Matrix Markets
2060
2285
261
2000
221
1757
174
1500
1420
1264
131
Millions
1112
1166
894
93
965
1000
666
61
506
740
44
493
500
379
251
47
319
130
51
49
445
525
567
2001
2002
623
689
727
760
2004
2005E
2006E
316
219
0
1998
20
1999
2000
2003
375
800
Non-Matrix Markets
350
325
336
Matrix-GEM Countries
750
Non-Matrix Markets
700
Matrix-GEM Countries
737
733
27
20
516
516
209
194
197
2004
2005E
2006E
694
33
43
300
298
650
42
600
Matrix-Developed Countries
Matrix-Developed Countries
275
250
30
550
226
19
38
201
200
32
175
224
500
39
450
Millions
Millions
225
255
247
228
88
400
350
150
515
25
424
387
18
83
301
218
127
160
300
208
219
181
185
174
189
2000
2001
2002
2003
125
250
152
127
100
452
411
31
123
200
75
129
150
50
100
80
65
57
25
42
38
33
2005E
2006E
50
0
2000
2001
2002
2003
2004
180%
166%
160%
40%
38%
140%
35%
120%
30%
33%
32%
27%
28%
100%
25%
93%
80%
60%
23%
67%
14%
15%
51%
23%
19%
20%
15%
17%
56%
40%
33%
32%
34%
10%
13%
10%
10%
24%
30%
20%
19%
20%
14%
23%
7%
5%
16%
4%
10%
0%
1999
2000
2001
2002
2003
2004
2005E
2006E
0%
2%
1998
1999
2000
2001
2002
2003
2004
2005E
2006E
21
98
2.9
5.5
2.3
1.8
7.4
5.3
0.7
N.A.
1.9
1.0
1.6
0.2
3.0
11.1
12.7
2.1
3.0
1.1
1.1
1.1
N.A.
2.2
20.3
45.0
14.0
2.1
3.4
3.3
0.7
N.A.
2.1
1.6
2.0
2.9
N.A.
1.0
2.4
7.6
4.2
1.7
N.A.
2.0
N.A.
13.0
69.2
1.8
267.8
99
4.4
7.6
4.2
3.2
15.0
6.9
2.2
43.2
2.0
2.0
2.4
0.9
3.4
20.6
23.7
3.9
4.0
2.3
1.6
2.2
1.5
2.9
30.4
54.1
23.4
2.6
7.8
6.7
1.3
N.A.
2.7
N.A.
2.7
4.0
4.7
1.3
1.5
4.1
15.0
5.1
3.0
N.A.
2.4
N.A.
23.9
86.0
3.4
446.0
00
6.4
10.0
6.1
5.6
23.2
8.7
3.4
85.3
2.3
4.3
3.1
2.1
3.8
29.7
48.4
5.9
5.4
3.1
3.1
3.7
2.4
4.4
41.9
63.9
26.8
4.8
15.0
10.8
1.9
N.A.
3.0
N.A.
6.2
6.8
6.7
2.9
2.4
6.5
24.5
6.4
4.5
17.9
3.6
14.7
40.1
109.5
4.6
695.7
04
12.9
17.9
8.0
8.8
66.1
15.1
9.6
334.8
10.4
10.8
5.0
7.6
4.9
44.5
71.3
11.0
7.0
8.7
48.0
30.0
3.8
7.2
63.2
90.2
36.6
14.6
38.2
16.0
3.3
8.2
4.7
8.0
33.7
23.1
10.8
74.4
3.8
19.7
39.2
9.6
6.2
21.5
27.0
34.7
62.2
182.1
8.4
1,582.8
05E
19.5
19.1
8.1
9.2
87.5
16.5
11.2
385.1
15.9
11.2
5.2
11.7
5.0
46.1
75.0
11.0
7.2
9.0
69.9
41.0
3.8
7.5
65.6
91.8
38.1
16.6
47.9
16.4
3.5
13.8
4.7
11.6
38.5
29.0
10.8
117.3
4.1
25.3
41.7
9.8
6.4
23.5
30.6
40.9
65.8
200.4
9.5
1,839.3
06E
23.9
19.8
8.1
9.5
103.0
18.1
12.4
419.3
21.0
11.3
5.3
17.0
5.1
47.3
77.3
11.0
7.3
9.2
93.4
51.7
3.9
7.6
67.2
95.9
39.1
18.2
55.1
16.6
3.7
17.4
4.8
16.5
42.6
32.1
10.9
132.2
4.2
28.5
43.1
9.8
6.4
23.8
33.1
45.7
68.4
216.5
10.3
2,024.2
99
53%
38%
87%
81%
104%
29%
192%
N.A.
5%
103%
46%
314%
14%
85%
87%
89%
34%
112%
48%
105%
N.A.
32%
50%
20%
67%
28%
127%
103%
74%
N.A.
29%
N.A.
66%
101%
60%
N.A.
44%
76%
99%
23%
82%
N.A.
21%
N.A.
84%
24%
88%
66.5%
00
46%
33%
44%
77%
54%
27%
59%
97%
15%
122%
31%
145%
11%
44%
105%
52%
34%
39%
96%
68%
58%
53%
38%
18%
15%
83%
93%
60%
52%
N.A.
13%
N.A.
131%
71%
43%
119%
66%
57%
63%
25%
46%
N.A.
48%
N.A.
68%
27%
36%
56.0%
01
3%
20%
7%
34%
24%
23%
44%
76%
42%
61%
24%
53%
14%
25%
16%
34%
-2%
55%
76%
74%
23%
29%
22%
14%
8%
44%
52%
12%
27%
N.A.
16%
N.A.
79%
46%
29%
180%
17%
44%
21%
10%
13%
21%
121%
30%
18%
17%
35%
29.9%
YoY% Grow th
02
03
-5%
16%
11%
16%
4%
8%
0%
9%
21%
33%
12%
12%
23%
21%
38%
30%
38%
37%
23%
14%
8%
19%
30%
35%
6%
5%
4%
8%
5%
10%
17%
12%
9%
14%
42%
16%
94%
165%
80%
63%
4%
11%
5%
11%
4%
8%
9%
8%
11%
4%
24%
28%
15%
15%
0%
12%
1%
16%
230%
117%
9%
7%
128%
112%
38%
46%
40%
26%
11%
10%
124%
101%
14%
7%
27%
31%
13%
12%
13%
9%
13%
5%
11%
5%
119%
27%
23%
20%
8%
7%
10%
13%
2%
8%
18.6% 20.3%
04
77%
16%
9%
7%
42%
12%
29%
25%
73%
11%
1%
32%
4%
7%
10%
5%
7%
10%
70%
61%
11%
8%
11%
6%
9%
33%
27%
18%
16%
160%
13%
297%
51%
33%
3%
106%
10%
27%
4%
10%
4%
-14%
22%
24%
14%
15%
23%
22.8%
Source: ML estimates
22
05E
51%
7%
1%
4%
32%
9%
17%
15%
53%
4%
4%
54%
1%
3%
5%
0%
2%
4%
45%
37%
2%
4%
4%
2%
4%
14%
26%
3%
8%
68%
1%
45%
14%
26%
0%
58%
8%
29%
7%
2%
2%
9%
13%
18%
6%
10%
13%
16.2%
06E
22%
4%
0%
3%
18%
10%
11%
9%
32%
0%
1%
45%
1%
3%
3%
0%
1%
2%
34%
26%
1%
2%
3%
5%
3%
10%
15%
1%
4%
26%
1%
42%
11%
11%
0%
13%
2%
13%
3%
0%
1%
1%
8%
12%
4%
8%
8%
10.1%
03
1.0
2.1
0.6
0.7
11.6
1.5
1.3
62.1
1.6
1.2
0.8
1.5
0.2
3.1
5.6
1.2
0.8
1.1
17.5
7.2
0.4
0.7
4.0
6.0
1.2
2.4
3.9
1.5
0.4
1.7
0.3
1.1
7.0
3.6
0.9
18.2
0.2
3.7
4.0
0.7
0.3
1.2
4.7
4.6
3.6
18.0
0.5
217
06E
4.3
0.8
0.0
0.3
15.5
1.6
1.2
34.3
5.1
0.0
0.0
5.3
0.0
1.2
2.3
0.0
0.1
0.2
23.5
10.7
0.1
0.1
1.7
4.2
1.0
1.6
7.1
0.2
0.2
3.6
0.0
4.9
4.2
3.1
0.1
14.9
0.1
3.2
1.4
0.0
0.1
0.3
2.5
4.8
2.6
16.1
0.7
185
1Q00
4.8
7.9
4.6
3.6
16.6
7.2
2.4
52.1
2.0
2.2
2.5
1.1
3.3
22.6
27.6
4.3
4.3
2.6
1.9
2.5
1.7
3.3
32.6
56.9
26.1
3.2
9.7
7.6
1.4
N.A.
2.8
N.A.
3.4
4.5
4.9
1.7
1.6
4.7
17.5
5.4
3.5
N.A.
2.6
N.A.
27.1
89.7
3.7
491
2Q00
5.3
8.6
5.1
4.2
18.5
7.6
2.7
61.0
1.7
3.4
2.7
1.5
3.4
24.3
34.2
4.8
4.7
2.9
2.2
2.7
1.8
3.6
35.8
59.4
26.6
3.7
11.2
8.7
1.6
N.A.
2.9
N.A.
4.4
5.2
5.2
1.9
1.9
5.3
20.0
5.7
4.0
14.7
2.8
N.A.
30.6
97.0
3.9
559
3Q00
5.9
9.3
5.7
4.7
20.3
8.0
2.9
74.7
1.9
3.7
2.9
1.7
3.6
26.2
40.7
5.4
4.8
3.0
2.6
3.2
2.0
3.9
38.8
61.6
26.0
4.3
12.8
9.7
1.7
N.A.
2.9
N.A.
5.4
5.9
5.8
2.3
2.2
5.9
22.4
6.1
4.4
16.1
3.1
N.A.
34.3
102.4
4.1
615
4Q00
6.4
10.0
6.1
5.6
23.2
8.7
3.4
85.3
2.3
4.3
3.1
2.1
3.8
29.7
48.4
5.9
5.4
3.1
3.1
3.7
2.4
4.4
41.9
63.9
26.8
4.8
15.0
10.8
1.9
N.A.
3.0
N.A.
6.2
6.8
6.7
2.9
2.4
6.5
24.5
6.4
4.5
17.9
3.6
14.7
40.1
109.5
4.6
696
1Q01
6.8
11.1
6.3
6.3
24.5
9.2
3.8
100.3
2.6
4.7
3.5
2.7
3.8
31.3
52.8
6.4
5.4
3.4
3.6
4.2
2.5
4.8
44.5
66.8
26.6
5.4
16.2
11.3
2.2
N.A.
3.2
N.A.
7.3
7.7
7.1
3.7
2.7
7.6
25.5
6.5
4.6
19.2
4.4
16.3
42.9
114.5
4.9
751
2Q01
6.9
11.4
6.5
6.8
25.8
9.6
4.2
116.8
2.7
5.4
3.7
2.8
4.0
33.1
54.7
6.9
5.1
3.8
4.1
4.7
2.6
5.1
46.7
69.4
28.1
6.0
18.0
11.5
2.3
0.1
3.3
N.A.
8.5
8.4
7.6
5.0
3.0
8.0
26.4
6.7
4.9
20.3
5.3
17.1
44.7
118.4
5.3
801
3Q01
7.0
11.5
6.5
7.2
27.1
10.0
4.5
130.7
2.9
6.1
3.9
3.0
4.1
34.6
55.3
7.4
5.2
4.1
4.8
5.3
2.8
5.4
49.0
71.3
28.2
6.6
20.3
11.9
2.4
0.2
3.4
N.A.
9.7
9.0
8.1
6.2
3.1
8.4
27.8
7.0
5.0
21.0
6.4
17.9
45.9
123.9
5.6
848
4Q01
6.6
12.0
6.5
7.5
28.7
10.7
5.0
149.9
3.2
7.0
3.8
3.3
4.3
37.0
56.1
8.0
5.3
4.8
5.5
6.4
3.0
5.7
51.1
73.0
29.0
7.0
22.8
12.0
2.4
0.4
3.5
0.4
11.1
9.8
8.6
8.0
2.9
9.3
29.7
7.1
5.0
21.6
8.0
19.0
47.1
128.4
6.2
904
1Q02
6.4
12.3
6.5
7.8
29.5
11.0
5.3
161.5
3.5
7.4
3.9
3.6
4.3
37.3
55.8
8.2
5.2
5.4
6.4
7.0
3.0
5.6
51.7
75.0
30.3
7.4
24.1
12.1
2.5
0.7
3.6
N.A.
12.1
10.8
8.8
9.4
3.0
9.8
30.7
7.4
5.4
22.4
9.9
20.1
47.7
131.9
6.4
940
2Q02
6.3
12.6
6.6
7.9
30.6
11.3
5.5
176.2
3.9
7.8
4.0
3.8
4.3
37.8
55.8
8.5
5.4
5.9
7.4
8.1
3.0
5.7
52.2
76.6
30.9
7.4
24.6
12.2
2.4
1.0
3.7
N.A.
12.8
11.7
9.0
11.7
3.0
10.4
31.4
7.5
5.5
23.0
12.6
21.5
48.1
134.6
6.3
978
3Q02
6.2
12.9
6.6
7.6
32.0
11.5
5.7
190.4
4.1
8.1
4.1
3.9
4.4
37.8
56.9
8.9
5.5
6.3
8.3
9.6
3.0
5.8
53.0
78.0
32.1
7.8
25.2
12.1
2.4
1.2
3.8
N.A.
14.0
12.6
9.2
14.6
3.1
11.0
32.4
7.8
5.7
23.6
15.8
23.2
49.2
137.5
6.1
1,021
4Q02
6.3
13.4
6.8
7.5
34.9
12.0
6.1
206.6
4.4
8.6
4.2
4.3
4.5
38.6
59.2
9.3
5.7
6.9
10.6
11.4
3.1
6.0
53.0
79.3
32.3
8.6
26.2
12.0
2.4
1.5
3.9
1.0
15.3
13.8
9.6
18.0
3.2
11.8
33.5
8.0
5.7
23.9
17.5
23.3
50.9
140.8
6.3
1,072
1Q03
6.3
13.9
6.8
7.6
36.0
12.2
6.3
221.5
4.6
8.8
4.3
4.6
4.5
38.9
60.1
9.7
6.0
7.1
13.9
12.4
3.1
6.1
54.1
81.4
32.9
9.0
26.9
12.0
2.5
1.9
3.9
1.0
16.6
14.8
9.7
21.1
3.3
12.6
34.6
8.2
5.6
24.7
18.8
24.3
50.9
144.2
6.3
1,116
2Q03
6.4
14.3
6.9
7.7
38.0
12.4
6.6
234.5
5.2
8.9
4.7
5.0
4.6
39.4
61.3
10.4
6.0
7.3
17.2
14.0
3.2
6.3
54.6
83.0
33.2
9.9
27.5
12.5
2.6
2.2
4.0
1.1
17.9
15.5
9.8
25.3
3.3
13.3
35.3
8.4
5.7
25.1
19.9
25.8
51.4
148.1
6.4
1,162
3Q03
6.8
14.8
7.1
7.9
40.9
12.8
6.9
250.3
5.5
9.2
5.0
5.4
4.7
40.1
62.6
10.9
6.2
7.6
22.9
15.8
3.2
6.5
55.7
84.3
33.2
10.3
28.1
12.9
2.7
2.4
4.1
1.5
20.0
16.3
10.2
30.3
3.4
14.2
36.2
8.5
5.9
25.3
21.0
27.0
52.0
152.3
6.5
1,217
4Q03
7.3
15.4
7.3
8.2
46.5
13.5
7.4
268.7
6.0
9.7
5.0
5.7
4.8
41.7
64.8
10.5
6.6
8.0
28.2
18.6
3.4
6.6
57.0
85.4
33.6
11.0
30.1
13.5
2.8
3.2
4.1
2.0
22.3
17.4
10.5
36.2
3.5
15.5
37.5
8.7
6.0
25.1
22.1
27.9
54.5
158.7
6.8
1,289
1Q04
8.0
15.7
7.4
8.4
49.5
13.7
7.8
290.3
7.0
9.9
4.8
6.1
4.8
41.9
66.1
10.6
6.6
8.1
33.6
20.7
3.5
6.7
57.5
87.1
35.0
11.7
31.6
13.9
2.9
3.9
4.2
N.A.
24.6
18.6
10.3
42.3
3.6
16.3
38.1
9.0
6.1
23.6
23.4
28.9
55.9
163.2
7.1
1,350
2Q04
9.0
16.4
7.5
8.5
54.5
14.0
8.4
305.3
7.6
10.1
4.9
6.3
4.8
42.2
67.6
10.8
6.8
8.2
37.8
23.3
3.5
6.9
58.9
88.2
36.2
12.4
33.1
14.5
3.0
4.9
4.4
5.0
28.4
19.6
10.3
49.5
3.7
16.9
37.3
9.3
6.2
23.0
24.8
30.8
57.1
169.5
7.4
1,418
3Q04
10.4
17.0
7.7
8.6
58.6
14.4
8.9
320.1
8.4
10.2
4.9
6.8
4.9
42.9
69.2
10.9
6.9
8.4
43.0
27.0
3.6
7.0
60.9
89.1
36.1
13.1
34.9
15.2
3.1
6.2
4.5
6.6
31.1
21.1
10.5
59.0
3.7
17.9
38.1
9.5
6.3
22.3
25.8
33.4
59.1
174.2
7.5
1,489
4Q04
12.9
17.9
8.0
8.8
66.1
15.1
9.6
334.8
10.4
10.8
5.0
7.6
4.9
44.5
71.3
11.0
7.0
8.7
48.0
30.0
3.8
7.2
63.2
90.2
36.6
14.6
38.2
16.0
3.3
8.2
4.7
8.0
33.7
23.1
10.8
74.4
3.8
19.7
39.2
9.6
6.2
21.5
27.0
34.7
62.2
182.1
8.4
1,583
1Q05
14.5
18.2
8.1
8.9
69.1
15.3
9.9
349.1
12.2
10.9
5.0
8.6
5.1
44.9
72.2
11.3
7.2
8.8
52.2
31.5
3.9
7.3
64.3
91.5
37.1
15.8
40.5
16.4
3.4
10.2
4.7
9.7
35.2
24.4
10.8
85.6
4.0
22.2
40.0
9.8
6.3
21.1
28.2
36.8
63.2
187.9
8.8
1,652
Source: ML estimates
23
24
US
63
52
UK
Source: ML estimates
Ireland
New Zealand
Denmark
Norway
Finland
Singapore
6
5
Switzerland
7
Hong Kong
9
Venezuela
Israel
9
Belgium
Hungary
10
Pakistan
10
Chile
Sweden
Egypt
10
Nigeria
Austria
11
10
Portugal
11
Greece
Czech
12
15
14
Canada
Argentina
11
16
Malaysia
Colombia
18
16
21
Taiwan
Australia
24
22
Poland
Netherlands
31
28
South Africa
Thailand
Indonesia
37
35
Turkey
Philippines
40
37
Spain
Korea
41
Mexico
France
India
72
69
64
45
50
Italy
Brazil
Germany
Russia
100
86
91
188
200
Japan
349
350
China
300
250
150
1Q00
421
371
332
376
1,542
281
229
8,900
83
296
136
260
(75)
2,027
3,923
406
283
320
301
273
158
420
2,162
2,741
2,658
529
1,913
895
140
N.A.
72
N.A.
699
529
259
388
160
517
2,459
234
459
N.A.
185
N.A.
3,254
4,626
292
46.4
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
519
571
498
396
95
74
(376)
(223)
(73)
(59)
58
2
101
355
572
708
922
1,399
2,588
1,527
635
722
744
1,025
302
180
510
267
243
323
473
544
394
483
663
260
751
537
883
295
538
577
410
236
129
52
10
(45)
117
20
143
67
105
132
261
74
118
149
354
77
664
497
905
699
478
384
341
225
125
(328)
(40)
57
138
169
340
164
100
131
203
76
1,964
1,798
2,852
1,269
1,317
1,284
1,688
775
1,116
1,388
2,857
1,075
2,089
2,807
5,679
3,005
4,921
4,157
7,473
3,053
464
406
690
428
418
430
741
289
227
266
483
157
262
396
653
228
326
441
680
242
293
190
565
402
372
319
430
305
271
207
375
200
269
281
555
396
563
520
648
350
8,900 13,670 10,590 15,040 16,461 13,939 19,209 11,591 14,669 14,222 16,225 14,875 12,981 15,839 18,382 21,612 14,978 14,788 14,753 14,226
(359)
188
379
301
174
194
278
342
359
172
329
221
575
266
551
1,030
594
752
2,007
1,785
1,142
320
613
404
710
620
905
394
434
302
461
220
166
242
530
144
220
166
543
164
207
222
161
396
194
194
(27)
6
107
143
62
178
312
303
(6)
(184)
84
61
98
2
370
220
410
545
127
216
248
294
267
118
313
310
391
403
368
324
267
428
840
976
137
169
150
74
126
100
212
22
23
61
161
6
76
45
90
19
45
63
59
180
1,649
1,904
3,483
1,632
1,808
1,479
2,396
313
498
(56)
833
310
483
750
1,555
256
302
644
1,643
378
6,578
6,552
7,708
4,410
1,890
616
770
(356)
76
1,104
2,227
924
1,189
1,351
2,170
1,330
1,444
1,617
2,131
931
530
571
530
455
526
513
538
275
297
334
445
434
649
479
(405)
91
193
98
187
255
391
174
513
96
(327)
36
96
(9)
196
64
242
230
34
227
342
56
139
148
119
176
320
107
127
267
430
320
700
560
485
415
585
193
236
257
383
96
160
170
350
96
298
442
484
470
501
726
675
952
992
864
2,363
3,209
3,371
5,689
5,263
5,429
4,160
5,213
5,051
4,137
278
463
466
488
523
624
1,060
664
1,058
1,487
1,856
953
1,572
1,847
2,829
2,088
2,625
3,655
2,977
1,511
148
135
438
110
91
182
172
33
(19)
38
66
21
83
58
189
32
44
69
218
70
290
370
440
450
310
230
280
(90)
170
100
130
134
176
180
183
97
185
125
120
120
3,274
2,920
3,180
2,520
2,207
2,309
2,134
584
508
757
47
1,071
506
1,167
1,235
571
1,303
2,016
2,294
1,185
2,566
2,193
2,272
2,902
2,579
1,899
1,747
2,036
1,597
1,319
1,379
2,065
1,554
1,294
1,127
1,676
1,112
972
1,047
1,287
502
(593)
842
(262) 1,538
123
801
1,291
579
1,193
263
517
309
39
384
1,412
1,237
(94)
439
521
559
587
514
584
621
569
366
417
(4)
405
837
340
915
442
698
732
640
676
1,541
1,217
1,479
1,601
2,216
1,236
1,785
2,288
2,505
1,247
501
678
927
710
633
615
1,936
1,554
1,522
1,736
3,322
2,332
1,046
997
1,101
568
123
476
101
34
116
(136)
(39)
18
474
424
582
394
566
733
794
412
185
89
235
254
130
126
9
60
(47)
(32)
45
75
75
100
130
115
83
99
168
85
N.A.
N.A.
N.A.
N.A.
60
112
269
270
297
202
247
437
257
270
734
761
1,001
1,242
2,046
2,046
112
66
105
125
133
128
104
49
90
107
81
55
72
92
51
71
160
151
176
17
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
51
72
393
547
N.A.
N.A.
1,534
1,451
1,724
1,016
1,036
771
1,083
1,250
1,215
1,328
1,018
663
1,202
1,332
1,348
1,269
2,110
2,287
2,336
3,727
2,699
2,637
1,507
739
691
838
986
664
641
794
936
881
988
1,160
1,019
651
780
1,150
1,210
1,000
1,520
1,930
1,380
262
575
896
472
425
521
526
182
167
288
338
140
99
356
347
(266)
26
264
270
(10)
210
400
560
860
1,250
1,260
1,800
1,370
2,320
2,870
3,400
3,120
4,190
4,970
5,870
6,100
7,221
9,569 15,310 11,210
252
280
280
305
236
97
(222)
133
49
81
123
68
23
66
75
100
78
87
71
178
609
609
609
1,113
413
413
912
488
535
638
844
726
733
866
1,364
725
676
1,010
1,722
2,518
2,523
2,451
2,076
981
889
1,448
1,824
1,091
678
929
1,178
1,111
650
883
1,333
611
(835)
837
1,041
866
375
341
348
101
173
245
114
320
166
248
205
195
169
170
163
305
250
231
118
150
498
412
36
193
226
177
(7)
354
126
148
33
(62)
83
130
155
59
114
94
(40)
73
N.A.
1,372
1,819
1,305
1,114
674
666
790
587
593
302
833
372
165
(135) (1,510)
(583)
(715)
(808)
(400)
198
331
448
781
920
1,127
1,530
1,959
2,676
3,168
1,696
1,313
1,139
1,056
1,162
1,278
1,383
1,010
1,232
1,221
N.A.
N.A.
N.A.
1,690
760
770
1,170
1,070
1,390
1,710
120
950
1,540
1,160
920
1,000
1,900
2,600
1,330
2,062
3,426
3,770
5,770
2,780
1,846
1,146
1,271
547
390
1,143
1,710
(34)
535
603
2,477
1,391
1,212
2,031
3,014
997
4,709
4,974
6,524
4,866
4,859
4,804
5,486
3,467
3,298
2,662
4,010
3,442
4,211
4,197
4,763
4,432
4,687
4,780
6,174
5,762
192
254
484
316
351
320
627
173
(141)
(144)
223
(21)
73
55
385
303
220
106
946
374
50.7
55.6
65.1
55.4
51.2
45.6
56.7
36.5
39.1
42.2
51.1
43.8
46.3
55.0
70.9
62.6
61.8
70.5
92.1
69.3
Source: ML estimates
25
26
1,217
1,185
Malaysia
Italy
(2,000)
Source: ML estimates
70
2
(10)
(400)
Denmark
Portugal
Taiwan
Switzerland
17
73
Belgium
Norway
76
Austria
Ireland
85
77
New Zealand
96
150
120
Czech
Hungary
176
164
Hong Kong
178
242
180
Finland
Singapore
255
Greece
295
Australia
Canada
374
350
Chile
378
France
Venezuela
412
Netherlands
521
866
Spain
Korea
976
931
Egypt
Germany
997
1,221
Thailand
UK
1,380
1,287
Japan
1,507
Philippines
Poland
1,527
1,511
Indonesia
Pakistan
Argentina
1,785
1,724
2,062
2,332
Colombia
3,053
2,518
2,046
0
Nigeria
2,000
Turkey
Mexico
South Africa
Brazil
India
4,137
5,762
6,000
US
11,210
12,000
Russia
China
14,226
14,000
10,000
8,000
4,000
1Q00
2.1%
1.9%
1.7%
N.A.
1.4%
2.0%
1.6%
0.9%
5.1%
N.A.
N.A.
N.A.
1.0%
1.8%
1.1%
1.7%
4.4%
N.A.
3.5%
1.8%
N.A.
0.5%
1.0%
2.5%
3.0%
1.7%
2.3%
1.8%
1.8%
N.A.
N.A.
N.A.
N.A.
N.A.
2.2%
2.9%
2.4%
2.0%
N.A.
0.7%
N.A.
N.A.
1.7%
N.A.
2.1%
2.5%
N.A.
1.9%
2Q00
2.0%
1.8%
1.7%
N.A.
1.4%
1.9%
2.4%
0.9%
5.1%
N.A.
N.A.
N.A.
0.9%
1.8%
1.0%
1.9%
5.8%
N.A.
3.8%
1.6%
N.A.
0.5%
1.0%
2.4%
4.6%
1.8%
2.7%
1.6%
1.8%
N.A.
N.A.
N.A.
N.A.
N.A.
1.9%
2.5%
2.4%
2.0%
2.3%
0.7%
N.A.
N.A.
2.2%
N.A.
1.9%
2.4%
N.A.
2.0%
3Q00
2.0%
1.8%
1.7%
N.A.
1.4%
1.9%
1.8%
0.7%
1.5%
N.A.
N.A.
N.A.
0.9%
1.8%
1.0%
1.6%
5.6%
N.A.
4.1%
1.5%
N.A.
0.5%
1.0%
2.2%
2.2%
1.9%
2.5%
1.5%
1.8%
N.A.
N.A.
N.A.
N.A.
N.A.
1.9%
2.2%
2.3%
2.1%
2.2%
0.7%
N.A.
N.A.
3.3%
N.A.
1.8%
2.7%
N.A.
1.8%
4Q00
1.9%
1.7%
1.7%
N.A.
1.4%
2.1%
1.8%
0.6%
3.7%
1.3%
N.A.
N.A.
0.9%
1.9%
1.0%
1.8%
5.6%
N.A.
4.4%
1.3%
N.A.
0.4%
1.1%
2.2%
2.3%
2.0%
2.7%
1.4%
1.8%
N.A.
N.A.
N.A.
N.A.
N.A.
1.8%
2.3%
2.3%
2.1%
2.1%
0.7%
N.A.
N.A.
3.6%
0.7%
1.8%
2.8%
N.A.
1.8%
1Q01
1.8%
1.7%
1.6%
N.A.
1.5%
1.8%
1.5%
0.7%
3.0%
1.3%
N.A.
N.A.
1.0%
2.0%
1.1%
1.5%
7.1%
1.3%
4.7%
1.0%
N.A.
0.3%
1.2%
2.2%
2.6%
2.0%
2.7%
1.4%
1.8%
N.A.
N.A.
1.2%
N.A.
N.A.
1.7%
2.1%
2.2%
2.1%
2.0%
0.8%
4.0%
3.4%
2.0%
1.2%
1.7%
2.7%
N.A.
1.9%
2Q01
1.8%
1.7%
1.8%
N.A.
1.5%
1.9%
1.4%
0.7%
2.6%
1.3%
N.A.
N.A.
0.9%
2.0%
1.3%
1.6%
7.6%
1.3%
5.0%
1.0%
N.A.
0.5%
1.3%
1.9%
2.4%
2.1%
2.9%
2.1%
1.8%
N.A.
N.A.
1.2%
1.8%
N.A.
1.6%
1.8%
2.2%
2.2%
1.6%
0.6%
2.7%
2.4%
1.8%
1.2%
1.7%
2.5%
N.A.
1.8%
3Q01
1.8%
1.8%
2.0%
N.A.
1.5%
2.1%
1.4%
0.9%
1.8%
1.3%
N.A.
N.A.
1.0%
2.0%
1.5%
1.4%
6.3%
1.2%
5.4%
1.0%
N.A.
0.6%
1.3%
1.9%
2.2%
2.2%
2.8%
2.2%
1.8%
N.A.
N.A.
1.2%
2.0%
N.A.
1.6%
1.9%
2.1%
2.5%
1.3%
0.6%
2.6%
1.7%
1.8%
1.0%
1.9%
2.7%
N.A.
1.8%
4Q01
1.8%
1.9%
1.8%
N.A.
1.5%
2.1%
1.4%
0.9%
2.7%
1.3%
N.A.
N.A.
1.0%
1.9%
2.0%
1.5%
6.3%
1.2%
5.7%
1.0%
N.A.
0.5%
1.4%
1.8%
2.2%
2.2%
2.7%
1.8%
1.7%
N.A.
N.A.
1.2%
2.4%
N.A.
1.6%
2.9%
5.0%
2.4%
1.1%
0.8%
2.5%
1.9%
2.0%
1.2%
2.2%
2.8%
N.A.
1.9%
1Q02
3.0%
1.9%
2.2%
N.A.
1.6%
1.9%
1.4%
0.9%
2.5%
1.1%
3.1%
N.A.
1.2%
2.0%
2.0%
1.9%
5.2%
1.5%
4.6%
0.9%
N.A.
0.4%
1.4%
1.7%
2.1%
2.5%
3.2%
2.1%
1.7%
N.A.
N.A.
0.6%
2.7%
1.6%
1.7%
2.6%
2.7%
2.3%
1.0%
0.9%
2.4%
1.9%
3.9%
1.0%
2.2%
2.7%
N.A.
1.9%
2Q02
3.0%
1.6%
1.5%
N.A.
1.9%
1.9%
1.6%
0.9%
2.0%
0.9%
2.5%
1.5%
0.9%
2.0%
1.9%
2.1%
4.3%
1.3%
3.8%
0.9%
N.A.
0.5%
1.6%
1.6%
1.6%
2.2%
3.1%
1.9%
1.7%
N.A.
N.A.
0.6%
3.1%
1.5%
1.8%
2.5%
2.4%
2.4%
1.0%
0.9%
2.4%
2.3%
5.1%
1.1%
2.2%
2.5%
N.A.
1.8%
3Q02
3.0%
1.7%
1.4%
N.A.
1.9%
2.0%
1.6%
0.9%
1.8%
0.8%
2.0%
1.6%
1.0%
2.1%
1.9%
2.2%
3.2%
1.2%
3.6%
1.0%
N.A.
0.8%
1.6%
1.6%
2.2%
2.2%
3.7%
2.6%
1.7%
N.A.
N.A.
0.6%
3.1%
1.5%
1.9%
2.8%
2.5%
2.4%
1.0%
1.1%
2.3%
2.5%
4.9%
1.1%
2.1%
2.8%
N.A.
1.9%
4Q02
3.0%
1.7%
1.8%
N.A.
1.8%
2.0%
1.6%
1.2%
2.1%
0.9%
2.3%
1.6%
1.5%
2.0%
1.7%
2.1%
3.2%
1.2%
4.7%
1.0%
N.A.
1.0%
1.5%
1.6%
2.2%
2.2%
4.0%
2.5%
1.7%
N.A.
N.A.
0.6%
3.1%
1.6%
1.9%
3.2%
2.3%
2.4%
1.0%
1.1%
2.3%
2.3%
6.0%
1.3%
2.3%
2.6%
N.A.
2.0%
1Q03
3.6%
1.6%
1.4%
N.A.
2.0%
1.8%
1.7%
1.2%
2.4%
1.0%
2.0%
1.6%
1.3%
1.8%
1.6%
2.0%
4.3%
2.2%
6.2%
1.0%
N.A.
1.3%
1.1%
1.7%
1.6%
2.0%
3.0%
2.5%
1.6%
N.A.
N.A.
0.5%
3.3%
1.4%
2.1%
3.6%
1.7%
2.4%
1.0%
0.9%
2.2%
2.6%
6.7%
1.5%
2.7%
2.4%
N.A.
2.0%
2Q03
N.A.
1.6%
1.2%
N.A.
2.0%
1.8%
1.8%
1.1%
2.1%
1.0%
1.8%
1.6%
0.9%
1.8%
1.5%
2.0%
6.3%
2.0%
5.2%
1.7%
N.A.
1.2%
1.2%
1.5%
1.6%
3.3%
3.1%
2.4%
1.6%
N.A.
N.A.
0.5%
3.5%
2.1%
2.0%
3.6%
1.6%
2.7%
0.8%
0.8%
2.2%
2.5%
5.9%
1.3%
2.3%
2.2%
N.A.
1.9%
3Q03
N.A.
1.5%
1.5%
N.A.
2.0%
1.7%
1.7%
1.1%
2.8%
0.9%
2.7%
1.6%
1.9%
1.9%
1.5%
2.0%
3.5%
1.9%
4.7%
1.7%
N.A.
1.0%
1.4%
1.6%
1.7%
3.2%
3.4%
1.8%
1.6%
N.A.
N.A.
0.5%
3.2%
1.9%
2.0%
3.7%
1.5%
3.0%
1.3%
1.0%
1.2%
2.3%
2.1%
1.3%
2.7%
2.4%
N.A.
1.9%
4Q03
2.2%
1.6%
1.6%
N.A.
2.1%
1.8%
1.8%
1.2%
4.3%
0.9%
2.7%
1.6%
1.7%
1.7%
1.5%
1.8%
5.6%
1.7%
5.5%
1.8%
N.A.
1.0%
1.3%
1.4%
1.6%
3.0%
3.2%
1.7%
1.6%
N.A.
N.A.
0.5%
3.3%
2.3%
2.0%
3.7%
1.3%
3.1%
1.2%
1.0%
1.2%
3.7%
1.4%
1.0%
2.0%
2.4%
N.A.
1.9%
1Q04
1.7%
1.6%
1.7%
N.A.
1.8%
1.7%
2.1%
1.5%
2.6%
0.9%
3.3%
1.4%
3.4%
1.7%
1.4%
2.0%
2.9%
0.8%
5.9%
4.4%
N.A.
1.1%
1.1%
1.6%
2.2%
2.7%
3.0%
2.0%
1.6%
N.A.
N.A.
N.A.
5.0%
1.9%
2.0%
3.1%
1.5%
3.2%
1.4%
0.7%
1.0%
3.5%
1.5%
1.1%
2.0%
2.4%
N.A.
2.1%
2Q04
2.1%
1.7%
1.5%
N.A.
2.2%
1.7%
1.7%
1.7%
2.3%
0.9%
3.1%
1.3%
2.5%
1.8%
1.5%
1.8%
4.9%
1.0%
7.5%
6.0%
N.A.
1.1%
1.2%
1.4%
2.2%
2.3%
2.8%
1.9%
1.6%
N.A.
N.A.
N.A.
3.2%
1.9%
2.1%
2.8%
1.3%
3.0%
0.7%
1.1%
1.0%
2.9%
1.9%
0.8%
2.4%
2.2%
N.A.
2.1%
3Q04
1.8%
1.7%
1.5%
N.A.
2.1%
1.6%
1.8%
1.7%
2.5%
0.9%
2.9%
1.3%
1.8%
1.9%
1.5%
1.9%
3.4%
1.7%
7.5%
7.0%
N.A.
0.9%
1.2%
1.4%
2.1%
2.6%
2.8%
1.7%
1.6%
N.A.
N.A.
N.A.
4.6%
2.3%
2.2%
2.3%
1.4%
3.0%
1.8%
0.8%
1.0%
3.8%
1.9%
0.7%
2.3%
2.4%
N.A.
2.2%
4Q04
1.9%
1.6%
1.6%
N.A.
2.3%
1.6%
2.1%
1.5%
2.1%
0.9%
2.8%
1.3%
2.4%
1.7%
1.6%
1.9%
3.3%
1.7%
7.3%
8.0%
N.A.
0.9%
1.2%
1.2%
1.9%
2.7%
3.1%
1.9%
1.6%
N.A.
N.A.
N.A.
4.0%
2.3%
2.3%
2.2%
1.3%
2.9%
1.7%
0.9%
1.8%
3.5%
1.9%
0.7%
2.4%
2.2%
N.A.
2.2%
1Q05
2.7%
1.7%
1.6%
N.A.
2.0%
1.8%
2.0%
1.4%
2.2%
1.1%
2.6%
1.7%
3.2%
1.7%
1.5%
1.9%
3.3%
1.3%
6.1%
8.4%
N.A.
1.3%
1.3%
1.3%
2.5%
2.4%
3.0%
2.2%
1.6%
N.A.
N.A.
N.A.
4.0%
2.4%
2.3%
2.1%
1.3%
2.8%
1.3%
1.0%
0.6%
2.5%
1.9%
0.8%
2.4%
2.0%
N.A.
2.1%
Source: ML estimates
27
28
0%
2.4%
2.4%
Malaysia
UK
1.8%
Canada
1.6%
Austria
Source: ML estimates.
Singapore
Hungary
Japan
Italy
Switzerland
Turkey
Sweden
0.6%
0.8%
1.0%
1.1%
1.3%
Israel
Czech
1.3%
1.4%
Spain
China
1.5%
1.6%
New Zealand
Germany
1.7%
1.7%
Egypt
Australia
1.7%
1.9%
Greece
France
1.9%
2.0%
Chile
Thailand
2.0%
US
Russia
2.0%
2.2%
2.1%
Colombia
Brazil
2.2%
Netherlands
2.3%
2.4%
Poland
Portugal
2.5%
2.6%
Korea
1%
2.5%
2%
Taiwan
Denmark
Argentina
2.7%
3.2%
3.3%
3.0%
2.8%
3%
South Africa
Mexico
Finland
Hong Kong
4.0%
4%
Philippines
India
Indonesia
6.1%
8.4%
8%
7%
6%
5%
1Q00
57.4%
33.7%
75.5%
59.0%
96.7%
28.2%
108.7%
76.3%
12.8%
100.9%
46.4%
242.4%
10.5%
81.3%
79.3%
78.2%
32.7%
92.5%
57.1%
78.2%
70.5%
44.5%
46.0%
20.2%
51.2%
43.7%
143.6%
96.3%
76.5%
N.A.
22.8%
N.A.
92.3%
83.4%
48.4%
N.A.
49.0%
79.4%
107.2%
12.2%
95.9%
N.A.
23.9%
N.A.
82.4%
23.8%
73.2%
51.2%
2Q00
59.1%
34.8%
63.6%
89.9%
80.2%
28.2%
86.2%
80.3%
-11.7%
141.5%
28.2%
222.6%
10.2%
70.9%
95.7%
64.7%
34.4%
79.5%
91.1%
67.5%
71.8%
50.6%
47.0%
19.6%
47.6%
58.8%
127.4%
74.2%
74.2%
N.A.
19.3%
N.A.
123.8%
73.8%
37.9%
N.A.
61.7%
69.2%
100.6%
25.3%
78.8%
N.A.
29.7%
N.A.
81.9%
27.2%
52.0%
56.8%
3Q00
56.4%
35.4%
55.8%
75.4%
66.5%
27.4%
58.3%
98.6%
-4.3%
115.8%
28.7%
184.3%
11.2%
61.5%
107.0%
60.2%
27.6%
55.3%
96.4%
75.7%
64.8%
53.3%
44.5%
18.6%
18.5%
73.2%
104.4%
67.8%
55.9%
N.A.
15.1%
N.A.
144.9%
68.6%
36.7%
N.A.
65.3%
61.9%
84.1%
26.2%
78.0%
N.A.
37.1%
N.A.
75.6%
27.5%
41.9%
55.8%
4Q00
45.7%
32.7%
43.8%
76.6%
54.3%
26.8%
59.1%
97.4%
14.8%
121.6%
30.7%
144.8%
11.3%
44.0%
104.6%
52.3%
34.1%
38.8%
96.2%
67.8%
57.8%
53.1%
38.0%
18.1%
14.6%
83.2%
92.6%
59.9%
51.7%
N.A.
13.2%
N.A.
131.3%
70.8%
42.6%
118.8%
66.1%
56.6%
63.4%
25.3%
46.1%
N.A.
47.7%
N.A.
67.9%
27.2%
36.0%
56.0%
1Q01
41.2%
39.4%
38.5%
77.6%
47.6%
27.7%
60.7%
92.5%
24.8%
110.4%
39.4%
136.8%
16.0%
38.3%
91.5%
48.5%
27.5%
31.9%
89.8%
69.0%
49.6%
47.3%
36.5%
17.5%
1.9%
71.0%
67.3%
48.6%
54.7%
N.A.
14.8%
N.A.
115.6%
72.6%
44.7%
119.4%
68.5%
63.1%
46.0%
21.7%
32.5%
N.A.
67.0%
N.A.
58.0%
27.7%
33.7%
52.9%
2Q01
29.2%
32.6%
26.5%
61.0%
39.0%
25.5%
57.0%
91.4%
61.6%
60.4%
35.9%
86.8%
15.1%
36.3%
60.2%
43.1%
9.8%
32.2%
86.9%
70.9%
42.4%
44.0%
30.2%
16.7%
5.7%
62.0%
61.2%
32.1%
44.8%
N.A.
14.9%
N.A.
94.2%
60.9%
45.6%
160.7%
58.5%
52.1%
32.0%
16.8%
21.7%
38.2%
88.0%
N.A.
46.4%
22.0%
36.2%
43.3%
3Q01
18.0%
24.2%
14.6%
52.2%
33.1%
24.5%
57.7%
75.0%
55.8%
63.3%
32.2%
75.5%
12.4%
32.1%
35.9%
37.5%
6.6%
38.2%
83.1%
65.7%
41.9%
36.3%
26.4%
15.7%
8.6%
53.2%
58.9%
23.4%
44.6%
N.A.
16.7%
N.A.
79.5%
52.9%
40.1%
170.1%
42.4%
43.3%
24.0%
14.3%
14.3%
30.6%
104.0%
N.A.
33.6%
21.0%
35.5%
37.8%
4Q01
2.9%
20.1%
7.0%
33.8%
24.0%
23.1%
44.3%
75.8%
42.0%
61.1%
24.5%
53.4%
13.6%
24.6%
15.9%
34.3%
-1.9%
55.0%
76.3%
73.6%
23.1%
29.0%
21.9%
14.3%
8.2%
44.4%
52.1%
11.8%
27.3%
N.A.
16.1%
N.A.
78.6%
45.7%
29.2%
180.1%
17.1%
43.9%
21.0%
9.8%
13.2%
21.0%
121.1%
30.0%
17.6%
17.3%
34.9%
29.9%
1Q02
2Q02
-6.3%
-8.7%
11.4%
10.6%
2.3%
2.1%
22.6%
15.8%
20.7%
18.9%
20.5%
17.6%
37.1%
31.5%
61.0%
50.9%
38.6%
43.0%
55.6%
43.3%
10.5%
7.6%
33.1%
36.6%
12.0%
9.0%
19.1%
14.1%
5.5%
2.0%
29.0%
23.5%
-3.7%
6.2%
59.3%
54.1%
79.8%
82.0%
69.1%
72.9%
19.1%
14.2%
15.1%
11.5%
16.3%
11.9%
12.4%
10.5%
14.1%
9.9%
36.5%
22.4%
48.2%
36.3%
6.5%
6.3%
15.1%
N.A.
N.A. 1579.2%
13.0%
11.2%
N.A.
N.A.
66.0%
49.5%
39.2%
38.7%
23.2%
18.5%
152.3% 135.5%
8.9%
1.9%
29.3%
29.3%
20.6%
19.1%
13.0%
12.6%
16.1%
13.3%
16.9%
13.4%
126.5% 137.7%
23.1%
25.7%
11.2%
7.5%
15.2%
13.7%
29.8%
18.5%
25.1%
22.1%
3Q02
-10.5%
11.6%
1.6%
5.0%
18.4%
15.2%
26.8%
45.7%
39.4%
33.6%
5.9%
30.7%
7.8%
9.1%
2.9%
19.4%
6.7%
52.2%
72.5%
80.6%
8.1%
8.6%
8.1%
9.4%
13.7%
18.0%
24.3%
1.0%
-0.4%
603.3%
10.2%
N.A.
43.2%
39.8%
14.4%
134.0%
1.3%
30.5%
16.2%
12.2%
12.3%
12.6%
145.3%
29.9%
7.3%
11.0%
9.2%
20.4%
4Q02
-4.5%
10.8%
3.6%
-0.2%
21.3%
11.8%
23.4%
37.8%
37.5%
22.9%
8.3%
30.4%
6.3%
4.3%
5.4%
17.0%
9.4%
42.3%
94.4%
79.6%
4.0%
5.5%
3.7%
8.7%
11.5%
23.8%
14.7%
-0.2%
1.1%
230.3%
9.2%
128.5%
38.1%
40.3%
11.3%
123.9%
13.5%
26.8%
13.1%
13.3%
13.1%
10.5%
119.4%
22.5%
8.0%
9.7%
1.8%
18.6%
1Q03
-1.1%
12.9%
5.3%
-2.4%
21.8%
10.3%
20.0%
37.1%
30.5%
19.3%
12.7%
28.3%
5.8%
4.2%
7.8%
18.3%
14.0%
31.1%
115.5%
76.2%
3.5%
9.6%
4.6%
8.5%
8.4%
21.4%
11.7%
-0.3%
1.7%
166.2%
9.3%
N.A.
37.6%
37.6%
10.6%
124.4%
10.7%
27.9%
12.7%
11.0%
4.5%
10.3%
89.3%
20.7%
6.7%
9.3%
-1.3%
18.7%
2Q03
1.6%
13.8%
5.1%
-2.2%
24.2%
10.4%
19.0%
33.1%
33.2%
14.8%
17.6%
29.6%
7.0%
4.2%
9.8%
21.8%
10.5%
24.3%
132.1%
72.6%
7.0%
9.4%
4.6%
8.2%
7.4%
33.9%
12.0%
2.6%
6.7%
113.4%
8.6%
N.A.
40.4%
32.8%
9.7%
115.8%
9.7%
28.4%
12.3%
10.8%
3.7%
9.1%
58.1%
20.1%
7.0%
10.0%
2.1%
18.8%
3Q03
8.3%
14.7%
6.8%
4.3%
27.9%
11.3%
19.6%
31.5%
34.1%
13.5%
20.8%
35.9%
6.6%
6.3%
10.0%
22.6%
13.3%
20.2%
176.6%
65.1%
7.6%
10.6%
5.3%
8.1%
3.5%
32.6%
11.4%
7.3%
12.3%
100.1%
7.9%
N.A.
43.4%
28.6%
10.1%
107.4%
9.0%
28.8%
11.8%
9.5%
3.2%
7.1%
33.0%
16.2%
5.7%
10.7%
5.4%
19.2%
4Q03
16.4%
15.6%
8.4%
9.4%
33.4%
12.2%
21.3%
30.0%
36.6%
13.5%
18.9%
34.6%
4.8%
8.0%
9.5%
12.4%
14.5%
15.5%
164.6%
63.0%
11.4%
11.3%
7.5%
7.6%
3.9%
27.8%
14.9%
12.5%
15.5%
116.6%
7.0%
111.7%
45.9%
26.1%
9.8%
100.8%
7.2%
31.1%
11.9%
8.7%
5.4%
5.2%
26.8%
19.6%
7.0%
12.8%
7.8%
20.3%
1Q04
27.6%
13.0%
8.4%
10.7%
37.8%
12.7%
23.7%
31.1%
52.3%
12.3%
9.8%
32.5%
5.1%
7.8%
10.1%
8.3%
11.0%
13.7%
142.5%
67.3%
11.7%
10.4%
6.4%
6.9%
6.5%
31.1%
17.6%
15.6%
16.6%
106.9%
7.3%
N.A.
48.1%
25.6%
5.5%
100.0%
8.0%
29.3%
10.0%
9.8%
7.6%
-4.5%
24.7%
19.0%
9.8%
13.1%
12.9%
21.0%
2Q04
40.0%
15.1%
8.5%
10.0%
43.1%
12.3%
27.2%
30.2%
46.9%
12.7%
4.2%
27.5%
4.3%
7.3%
10.3%
3.4%
12.7%
12.3%
119.2%
67.3%
10.2%
10.3%
7.8%
6.3%
9.3%
25.5%
20.5%
15.7%
16.5%
128.7%
9.4%
N.A.
58.4%
26.8%
4.7%
95.5%
9.6%
27.3%
5.6%
10.6%
8.0%
-8.2%
24.5%
19.3%
11.0%
14.5%
15.1%
22.1%
3Q04
53.3%
15.0%
8.5%
9.3%
43.1%
12.3%
29.6%
27.9%
53.5%
11.5%
-0.9%
25.9%
4.7%
6.9%
10.5%
-0.2%
11.0%
10.7%
87.5%
70.9%
10.3%
9.1%
9.2%
5.8%
8.8%
26.6%
24.0%
17.6%
15.8%
154.4%
10.6%
N.A.
55.2%
30.0%
3.6%
95.0%
10.0%
26.6%
5.4%
11.1%
7.2%
-11.6%
23.1%
23.8%
13.7%
14.4%
15.7%
22.4%
4Q04
76.7%
15.7%
9.5%
7.3%
42.0%
11.9%
28.6%
24.6%
72.8%
11.1%
1.2%
32.4%
3.9%
6.8%
10.1%
5.4%
7.0%
9.8%
70.4%
60.9%
10.6%
7.9%
10.9%
5.6%
8.9%
32.6%
27.1%
18.4%
16.4%
160.1%
13.5%
N.A.
51.1%
32.5%
2.8%
105.7%
9.7%
26.6%
4.4%
10.4%
3.8%
-14.4%
22.2%
24.5%
14.0%
14.8%
23.0%
22.8%
1Q05
80.1%
15.7%
9.4%
6.1%
39.6%
11.4%
26.6%
20.2%
72.9%
11.1%
5.1%
41.5%
7.3%
7.1%
9.3%
6.9%
8.8%
9.6%
55.2%
52.0%
11.6%
8.2%
11.8%
5.1%
6.0%
34.7%
28.2%
18.0%
14.8%
161.7%
12.0%
N.A.
42.9%
31.3%
5.4%
102.5%
11.6%
36.4%
5.0%
8.3%
4.0%
-10.6%
20.7%
27.3%
13.0%
15.2%
23.0%
22.4%
Source: ML estimates
29
30
India
Source: ML estimates
Switzerland
Taiwan
5%
5%
Spain
5%
Denmark
Japan
6%
5%
Korea
Portugal
7%
6%
Greece
7%
France
Belgium
8%
7%
Israel
Sweden
Finland
9%
8%
Hong Kong
9%
9%
Austria
Germany
10%
Hungary
12%
11%
12%
Ireland
Singapore
11%
12%
Italy
Czech
12%
Norway
Canada
13%
15%
15%
US
New Zealand
UK
16%
Australia
18%
China
Netherlands
21%
20%
Thailand
23%
27%
27%
Chile
Venezuela
36%
35%
31%
Turkey
0%
28%
20%
Mexico
Poland
Malaysia
South Africa
43%
41%
40%
40%
Brazil
Egypt
Philippines
52%
55%
60%
Indonesia
-11%
-20%
Colombia
73%
80%
80%
Argentina
Russia
Nigeria
103%
162%
160%
140%
120%
100%
1Q00
13%
41%
58%
35%
10%
23%
16%
4%
5%
22%
47%
2%
62%
37%
34%
41%
64%
26%
0%
1%
44%
52%
57%
45%
56%
14%
10%
48%
36%
N.A.
61%
N.A.
4%
12%
49%
1%
42%
11%
45%
61%
49%
N.A.
4%
N.A.
46%
32%
15%
12%
2Q00
14%
45%
64%
41%
11%
24%
18%
5%
4%
33%
51%
2%
65%
40%
42%
46%
70%
29%
0%
1%
48%
56%
62%
47%
57%
16%
11%
55%
41%
N.A.
64%
N.A.
6%
13%
52%
1%
48%
12%
51%
65%
56%
66%
5%
N.A.
52%
34%
16%
13%
3Q00
16%
48%
72%
46%
12%
26%
19%
6%
4%
36%
55%
3%
68%
43%
50%
51%
72%
30%
0%
2%
52%
62%
67%
49%
55%
18%
13%
61%
44%
N.A.
65%
N.A.
7%
15%
57%
2%
54%
14%
57%
69%
62%
72%
5%
N.A.
58%
36%
17%
14%
4Q00
17%
52%
77%
55%
14%
28%
23%
7%
5%
42%
58%
3%
71%
49%
59%
56%
80%
31%
0%
2%
63%
69%
73%
50%
57%
20%
15%
68%
50%
N.A.
68%
N.A.
8%
17%
66%
2%
61%
15%
63%
73%
62%
80%
6%
22%
67%
39%
19%
16%
1Q01
18%
57%
80%
62%
14%
29%
25%
8%
6%
46%
66%
4%
72%
51%
64%
60%
81%
34%
0%
2%
66%
76%
77%
53%
56%
23%
16%
71%
56%
N.A.
71%
N.A.
9%
20%
71%
3%
68%
17%
65%
74%
65%
86%
7%
24%
72%
40%
20%
17%
2Q01
18%
59%
81%
66%
15%
30%
28%
9%
6%
53%
69%
4%
75%
54%
67%
65%
76%
38%
0%
2%
68%
80%
81%
55%
60%
25%
18%
72%
59%
0%
73%
N.A.
11%
22%
75%
3%
73%
18%
67%
75%
68%
91%
8%
25%
75%
42%
21%
18%
3Q01
19%
59%
82%
70%
16%
31%
30%
10%
7%
59%
73%
4%
76%
57%
67%
70%
76%
41%
0%
3%
73%
83%
85%
56%
60%
27%
20%
75%
62%
0%
76%
N.A.
12%
23%
80%
4%
75%
19%
71%
78%
70%
94%
10%
27%
77%
43%
23%
19%
4Q01
17%
62%
82%
73%
17%
35%
32%
12%
7%
68%
72%
5%
80%
61%
68%
75%
78%
48%
1%
3%
77%
87%
89%
57%
61%
29%
23%
76%
61%
0%
78%
0%
14%
25%
85%
6%
69%
21%
76%
79%
70%
97%
13%
28%
79%
45%
25%
19%
1Q02
17%
63%
81%
76%
17%
36%
34%
13%
8%
71%
72%
5%
81%
61%
68%
78%
77%
53%
1%
3%
78%
86%
90%
59%
64%
30%
24%
76%
62%
1%
79%
N.A.
15%
28%
87%
6%
72%
22%
78%
83%
75%
100%
16%
30%
80%
46%
26%
21%
2Q02
17%
64%
82%
77%
18%
36%
36%
14%
9%
76%
74%
6%
81%
61%
68%
80%
80%
58%
1%
4%
77%
88%
91%
60%
65%
30%
24%
76%
61%
1%
82%
N.A.
16%
30%
88%
8%
73%
23%
79%
85%
77%
103%
20%
32%
81%
47%
25%
22%
3Q02
16%
66%
82%
74%
19%
37%
37%
15%
9%
79%
77%
6%
82%
61%
69%
84%
81%
62%
1%
4%
78%
89%
92%
61%
67%
32%
25%
76%
60%
1%
84%
N.A.
17%
33%
91%
10%
75%
25%
81%
87%
79%
105%
25%
34%
83%
48%
24%
22%
4Q02
16%
68%
84%
73%
20%
38%
39%
16%
10%
83%
78%
6%
85%
63%
72%
88%
84%
68%
1%
5%
79%
90%
92%
62%
68%
35%
26%
75%
61%
1%
85%
1%
19%
36%
94%
12%
78%
26%
84%
90%
80%
106%
28%
34%
85%
49%
25%
23%
1Q03
16%
70%
85%
74%
20%
39%
40%
17%
10%
85%
81%
7%
88%
65%
73%
92%
87%
70%
1%
6%
80%
92%
94%
64%
69%
36%
26%
75%
62%
1%
87%
1%
21%
38%
97%
15%
79%
28%
87%
93%
79%
110%
30%
35%
85%
50%
25%
24%
2Q03
17%
72%
86%
75%
21%
40%
42%
18%
12%
87%
87%
7%
89%
66%
75%
98%
88%
72%
2%
6%
82%
95%
95%
65%
69%
39%
27%
78%
64%
2%
89%
1%
22%
40%
98%
17%
80%
29%
88%
95%
80%
112%
32%
37%
86%
51%
25%
25%
3Q03
18%
74%
88%
77%
23%
41%
44%
19%
12%
89%
93%
8%
90%
67%
76%
102%
91%
75%
2%
7%
83%
97%
97%
66%
69%
41%
27%
81%
66%
2%
90%
1%
25%
42%
101%
21%
81%
31%
91%
97%
82%
112%
33%
38%
87%
52%
25%
26%
4Q03
19%
78%
91%
80%
26%
43%
47%
21%
13%
94%
93%
8%
92%
70%
79%
99%
96%
79%
3%
9%
87%
100%
99%
67%
70%
43%
29%
84%
70%
2%
92%
1%
27%
45%
105%
25%
83%
34%
94%
99%
84%
112%
35%
39%
91%
54%
26%
27%
1Q04
21%
79%
92%
82%
28%
43%
49%
22%
16%
96%
89%
9%
92%
70%
81%
99%
97%
80%
3%
9%
88%
100%
100%
68%
73%
46%
30%
87%
72%
3%
93%
N.A.
30%
48%
102%
29%
85%
35%
96%
102%
85%
105%
37%
41%
94%
56%
28%
29%
2Q04
23%
82%
93%
82%
30%
44%
53%
24%
17%
98%
91%
9%
93%
70%
82%
101%
99%
81%
4%
11%
89%
103%
103%
69%
75%
48%
32%
90%
74%
4%
96%
3%
35%
51%
102%
34%
87%
37%
93%
105%
86%
102%
39%
43%
96%
58%
29%
30%
3Q04
26%
84%
95%
84%
32%
45%
56%
25%
18%
99%
92%
10%
94%
71%
84%
102%
101%
83%
4%
12%
90%
105%
106%
70%
75%
51%
33%
95%
76%
5%
100%
4%
38%
55%
105%
41%
88%
39%
96%
108%
88%
99%
41%
47%
99%
59%
29%
31%
4Q04
33%
89%
100%
86%
36%
47%
60%
26%
23%
105%
94%
11%
95%
74%
87%
104%
102%
86%
5%
14%
96%
105%
110%
71%
76%
56%
36%
100%
80%
6%
104%
5%
41%
60%
107%
51%
90%
42%
98%
109%
87%
95%
43%
48%
104%
62%
32%
33%
1Q05
37%
90%
101%
86%
38%
48%
62%
27%
26%
106%
94%
12%
99%
75%
88%
106%
105%
87%
5%
14%
97%
107%
112%
72%
77%
62%
39%
102%
82%
8%
104%
6%
42%
63%
107%
59%
94%
47%
100%
111%
88%
93%
45%
51%
106%
64%
33%
34%
Source: ML estimates
31
32
7.5%
20%
14.3%
51.1%
80%
60%
40%
0%
Taiwan
87.4%
Hungary
61.8%
46.8%
Source: ML estimates
Pakistan
Nigeria
6.4%
12.0%
26.5%
Colombia
Indonesia
26.9%
China
Venezuela
Argentina
Brazil
Mexico
Philippines
33.3%
36.7%
37.6%
38.5%
42.4%
44.7%
South Africa
Thailand
47.6%
Turkey
Canada
58.8%
Chile
Russia
61.8%
Malaysia
63.6%
63.2%
US
Poland
Japan
France
Korea
New Zealand
71.6%
74.7%
76.9%
81.6%
86.4%
88.2%
Belgium
88.2%
Germany
Switzerland
89.7%
93.4%
93.8%
93.6%
Denmark
Australia
98.7%
97.3%
Singapore
Ireland
Finland
100.6%
100.4%
Spain
102.0%
Austria
Netherlands
104.6%
103.8%
UK
Norway
106.3%
105.6%
Czech
Hong Kong
107.1%
106.3%
Israel
Greece
107.3%
100%
Portugal
110.9%
112.5%
120%
Sweden
Italy
1Q00
46
42
36
34
24
34
27
28
N.A.
31
32
67
39
42
41
39
44
33
31
N.A.
N.A.
72
31
76
33
37
27
33
34
N.A.
37
N.A.
21
32
30
73
34
49
34
35
N.A.
N.A.
30
N.A.
42
55
42
44
2Q00
43
39
34
32
23
35
24
25
N.A.
30
30
53
40
37
35
35
43
30
30
N.A.
N.A.
68
29
76
33
33
26
30
29
N.A.
38
N.A.
20
32
31
63
32
44
31
34
N.A.
28
30
N.A.
39
58
37
42
3Q00
41
38
32
23
21
36
22
24
N.A.
30
28
44
38
36
32
31
41
29
29
N.A.
N.A.
75
27
76
34
31
21
28
25
N.A.
39
N.A.
16
32
30
53
30
39
30
33
N.A.
27
27
N.A.
36
58
37
40
4Q00
39
34
30
26
20
34
21
24
N.A.
30
26
36
37
36
26
28
40
27
28
N.A.
N.A.
60
25
73
33
29
21
26
24
N.A.
36
N.A.
17
30
29
47
30
33
28
31
N.A.
24
27
N.A.
34
56
34
37
1Q01
35
32
27
32
20
30
21
18
17
28
27
29
37
31
22
25
37
25
28
15
N.A.
52
24
67
31
28
22
27
22
N.A.
36
N.A.
12
28
26
35
31
28
28
28
50
22
25
16
31
55
28
33
2Q01
33
30
26
30
17
32
18
17
15
27
25
26
37
30
21
24
35
23
26
14
40
49
23
66
32
27
23
27
20
N.A.
36
N.A.
11
27
26
35
30
28
26
27
46
21
22
12
28
58
34
32
3Q01
33
30
28
30
15
33
16
15
14
24
26
27
37
31
22
26
36
21
24
17
39
47
24
66
33
26
21
28
19
108
39
N.A.
11
27
27
35
32
24
27
28
47
20
20
12
30
58
32
32
4Q01
30
30
28
30
16
30
18
14
15
23
26
21
36
30
21
23
35
21
22
16
38
42
23
64
34
25
18
26
19
92
37
N.A.
11
25
26
28
31
17
26
27
50
19
18
10
29
56
31
30
1Q02
12
29
28
28
17
28
17
13
15
20
24
19
35
28
21
22
34
21
20
15
38
38
22
57
30
23
18
26
20
75
37
N.A.
11
N.A.
23
23
31
18
25
25
48
19
18
11
29
55
26
29
2Q02
8
32
30
31
16
31
16
13
14
20
28
19
38
30
23
25
35
20
18
15
41
37
24
59
32
23
18
29
22
69
42
N.A.
13
21
25
22
31
19
27
27
50
19
15
12
31
57
22
30
3Q02
8
31
33
34
13
32
14
12
12
20
30
21
41
34
26
30
34
22
17
15
44
37
28
64
34
22
18
33
23
64
48
N.A.
11
21
27
23
32
19
30
28
56
19
12
12
34
58
18
30
4Q02
9
32
34
35
11
31
15
11
12
20
30
19
40
34
25
29
35
22
16
14
46
35
27
64
34
21
18
34
26
58
47
N.A.
11
20
26
19
31
21
28
29
54
18
11
10
34
57
16
29
1Q03
10
31
35
37
11
31
14
11
15
20
29
18
41
39
26
28
29
22
14
12
50
33
28
62
32
21
18
37
29
52
48
N.A.
10
19
26
16
31
21
30
28
59
18
12
10
35
55
16
29
2Q03
13
34
39
41
14
35
14
11
11
20
32
16
45
43
29
31
28
22
12
13
52
36
32
62
34
21
18
41
30
52
50
N.A.
9
20
29
17
31
22
34
31
61
18
12
11
37
57
17
30
3Q03
13
35
40
40
13
38
15
11
11
20
32
17
44
44
30
34
27
24
12
13
54
39
33
63
34
20
18
41
31
52
49
N.A.
9
20
30
17
31
24
35
31
61
19
11
13
38
58
16
30
4Q03
13
39
41
44
13
39
15
10
12
20
31
16
49
45
30
36
27
25
11
12
57
37
33
67
35
22
18
41
33
51
49
N.A.
10
21
29
15
32
26
36
32
64
19
11
10
40
56
18
30
1Q04
14
40
45
46
12
37
14
10
10
21
33
16
48
47
30
34
26
24
11
12
57
36
34
66
34
21
18
42
36
51
46
N.A.
8
19
30
13
33
27
37
30
66
19
12
12
43
55
17
28
2Q04
13
37
43
44
11
39
12
10
11
21
33
17
46
46
30
36
26
25
11
11
58
36
34
63
34
20
18
41
33
50
49
N.A.
8
19
32
13
32
27
39
30
65
20
11
13
43
57
17
30
3Q04
14
38
46
44
11
42
13
9
12
22
33
17
46
48
31
38
26
25
11
10
59
37
35
63
35
19
18
40
36
48
49
N.A.
8
20
33
13
32
27
43
30
66
21
11
14
44
57
19
29
4Q04
15
41
46
47
11
43
15
9
11
21
35
17
47
50
32
37
26
25
12
11
62
36
37
62
37
19
19
39
38
45
51
N.A.
8
22
33
10
33
27
42
30
68
22
11
12
42
55
20
28
1Q05
13
22
47
47
11
41
13
9
12
20
35
16
43
49
31
36
26
24
12
10
58
34
36
63
39
18
18
39
37
40
48
N.A.
8
20
31
8
32
26
42
30
67
22
11
11
42
54
18
27
Source: ML estimates* Weighted by subscribers due to incomplete historical revenue figures for certain countries.
33
34
0.00
US
10.00
16
20
24
26
32
36
37
Korea
18
18
Mexico
Malaysia
Source: ML estimates
Turkey
Thailand
8
8
Russia
Philippines
China
Indonesia
10
11
12
Brazil
12
India
Chile
Colombia
13
13
Argentina
Egypt
18
Poland
Venezuela
20
22
Taiwan
Czech
22
Australia
Hungary
Hong Kong
South Africa
26
31
30
Germany
Sweden
31
Portugal
Singapore
Israel
34
36
35
Greece
Denmark
Italy
New Zealand
39
39
Netherlands
Nigeria
43
42
41
20.00
Canada
30.00
42
40
40.00
Spain
UK
Finland
Belgium
Austria
Norway
47
47
48
49
50.00
France
54
58
60.00
Ireland
Japan
Switzerland
63
67
1Q00
N.A.
-12%
-18%
-10%
N.A.
0%
N.A.
N.A.
N.A.
-22%
-1%
N.A.
11%
-13%
-23%
-33%
-19%
-21%
0%
N.A.
N.A.
N.A.
-9%
-8%
N.A.
-19%
-20%
-23%
-22%
N.A.
-8%
N.A.
N.A.
-27%
-8%
N.A.
-6%
-21%
-19%
-3%
N.A.
N.A.
7%
N.A.
-20%
3%
-37%
-10%
2Q00
-32%
-11%
-17%
-8%
-30%
-16%
25%
N.A.
N.A.
-17%
-3%
N.A.
11%
-19%
-30%
-28%
-20%
-23%
0%
N.A.
N.A.
N.A.
-10%
-4%
N.A.
-23%
-18%
-21%
-25%
N.A.
0%
N.A.
N.A.
-20%
2%
N.A.
-12%
-22%
-16%
-9%
N.A.
N.A.
11%
N.A.
-18%
4%
-41%
-11%
3Q00
-30%
-10%
-14%
-11%
-29%
2%
14%
N.A.
N.A.
-12%
-3%
N.A.
5%
-18%
-29%
-27%
-23%
-15%
-1%
N.A.
N.A.
-18%
-14%
-3%
N.A.
-25%
-25%
-20%
-21%
N.A.
-1%
N.A.
N.A.
-18%
3%
N.A.
-14%
-23%
-11%
-8%
N.A.
N.A.
4%
N.A.
-18%
1%
-31%
-12%
4Q00
-25%
-12%
-13%
0%
-20%
-4%
23%
-26%
N.A.
-5%
-6%
-43%
2%
-15%
-39%
-28%
-23%
-15%
-1%
N.A.
N.A.
-32%
-17%
-3%
N.A.
-28%
-20%
-21%
-20%
N.A.
1%
N.A.
N.A.
-18%
8%
-57%
-12%
-27%
-9%
-6%
N.A.
N.A.
6%
N.A.
-18%
2%
-32%
-14%
1Q01
-25%
-11%
-17%
0%
-6%
-7%
-24%
-37%
N.A.
-8%
-11%
-50%
1%
-19%
-41%
-32%
-17%
-23%
-2%
N.A.
N.A.
-28%
-15%
-2%
5%
-25%
-18%
-14%
-26%
N.A.
6%
N.A.
-41%
-16%
-6%
-52%
-5%
-29%
-12%
-9%
N.A.
N.A.
-1%
N.A.
-20%
1%
-33%
-16%
2Q01
-24%
-13%
-13%
1%
-8%
-6%
-24%
-33%
N.A.
-11%
-10%
-45%
1%
-10%
-35%
-23%
-18%
-25%
-8%
N.A.
N.A.
-28%
-13%
0%
15%
-19%
-15%
-2%
-23%
N.A.
-1%
N.A.
-32%
-21%
-6%
-45%
0%
-26%
-9%
-6%
N.A.
-18%
-14%
N.A.
-22%
-1%
-8%
-14%
3Q01
-19%
-11%
-8%
6%
-2%
-5%
-27%
-37%
N.A.
-20%
-7%
-30%
1%
-9%
-30%
-15%
-14%
-27%
-13%
N.A.
N.A.
-38%
-5%
-2%
13%
-15%
-5%
4%
-21%
N.A.
1%
N.A.
-23%
-15%
-8%
-34%
9%
-23%
-6%
-3%
N.A.
-19%
-19%
N.A.
-16%
-1%
-14%
-13%
4Q01
-21%
-6%
-6%
-4%
7%
-8%
-17%
-43%
N.A.
-22%
-2%
-30%
2%
-13%
-15%
-17%
-11%
-21%
-17%
N.A.
N.A.
-30%
-5%
-1%
13%
-11%
-19%
4%
-17%
N.A.
-1%
N.A.
-23%
-15%
-8%
-40%
8%
-15%
-4%
-7%
N.A.
-20%
-31%
N.A.
-13%
0%
-9%
-14%
1Q02
-28%
-5%
5%
-8%
-4%
-6%
-19%
-25%
-15%
-35%
-4%
-24%
-1%
-7%
-3%
-5%
-6%
-15%
-25%
-15%
N.A.
-27%
-3%
-5%
2%
-15%
-20%
2%
-7%
N.A.
3%
N.A.
-3%
-18%
-8%
-34%
3%
-9%
-6%
-6%
-3%
-10%
-31%
-30%
-4%
-1%
-7%
-10%
2Q02
-16%
-1%
7%
-1%
6%
-3%
-12%
-25%
-9%
-34%
5%
-16%
-2%
-6%
7%
-2%
-1%
-13%
-28%
-14%
-4%
-25%
-1%
-8%
-5%
-16%
-20%
1%
1%
N.A.
5%
N.A.
6%
-13%
-11%
-35%
3%
-8%
-2%
-4%
0%
-7%
-37%
1%
6%
-1%
-35%
-8%
3Q02
-9%
-2%
4%
1%
6%
-3%
-12%
-19%
-14%
-28%
5%
-8%
-1%
-2%
9%
6%
-4%
-10%
-30%
-19%
4%
-21%
4%
-6%
-5%
-18%
-11%
8%
8%
-41%
3%
N.A.
-1%
-13%
-11%
-36%
-2%
-6%
2%
-6%
4%
-5%
-44%
-4%
7%
0%
-44%
-6%
4Q02
10%
-3%
8%
3%
-1%
1%
-15%
-17%
-22%
-27%
1%
-9%
-2%
-1%
5%
11%
-2%
-13%
-30%
-22%
3%
-16%
5%
-4%
-5%
-18%
6%
14%
12%
-37%
6%
-21%
1%
-12%
-13%
-33%
-5%
-5%
-3%
-6%
-4%
-3%
-39%
-1%
7%
0%
-48%
-6%
1Q03
32%
-6%
5%
6%
-3%
1%
-15%
-16%
3%
-20%
-2%
7%
-3%
15%
3%
3%
-15%
-16%
-30%
-21%
6%
-12%
3%
-2%
-2%
-10%
13%
16%
11%
-31%
2%
N.A.
-12%
-14%
-9%
-30%
-3%
-4%
-2%
-8%
0%
-5%
-34%
-12%
6%
0%
-38%
-5%
2Q03
35%
-7%
7%
6%
0%
1%
-12%
-13%
-16%
-15%
-8%
12%
-5%
14%
-1%
0%
-21%
-5%
-34%
-19%
4%
-3%
5%
-1%
1%
-9%
16%
15%
8%
-25%
1%
N.A.
-26%
-12%
-6%
-24%
-5%
-4%
1%
-8%
3%
-6%
-23%
-8%
8%
0%
-21%
-4%
3Q03
27%
-6%
5%
4%
-4%
2%
5%
-12%
-13%
-13%
-8%
7%
-6%
12%
-1%
-3%
-21%
0%
-32%
-18%
6%
6%
2%
-2%
0%
-7%
11%
8%
5%
-19%
-2%
N.A.
-19%
-12%
-2%
-25%
-3%
-4%
0%
-9%
1%
-2%
-8%
13%
7%
0%
-11%
-4%
4Q03
17%
-6%
3%
6%
-5%
3%
-1%
-9%
3%
-10%
-12%
8%
2%
11%
0%
4%
-22%
1%
-32%
-20%
4%
4%
2%
-4%
-1%
4%
9%
3%
1%
-11%
-2%
-16%
-16%
-8%
-4%
-23%
0%
-2%
5%
-9%
5%
1%
-1%
1%
9%
-1%
12%
-3%
1Q04
20%
-1%
8%
6%
-12%
5%
-2%
-11%
-31%
-3%
-4%
10%
-1%
2%
-1%
3%
-12%
3%
-28%
-8%
-1%
7%
5%
-5%
2%
0%
10%
-4%
2%
-2%
-5%
N.A.
-13%
-7%
1%
-23%
2%
-3%
6%
-6%
3%
8%
-3%
26%
10%
1%
4%
-3%
2Q04
7%
-3%
3%
1%
-18%
4%
-13%
-9%
-3%
-7%
-1%
7%
-3%
2%
-2%
9%
-6%
0%
-12%
-18%
4%
0%
2%
-7%
-2%
-2%
8%
-8%
0%
-3%
-5%
N.A.
-12%
-7%
5%
-26%
3%
-6%
9%
-10%
1%
12%
-5%
18%
5%
0%
-1%
-4%
3Q04
9%
-1%
6%
1%
-17%
4%
-12%
-12%
9%
-6%
-2%
5%
-2%
2%
-5%
6%
-5%
-3%
-7%
-22%
1%
-5%
0%
-7%
-1%
-3%
7%
-11%
1%
-7%
-7%
N.A.
-10%
-10%
1%
-25%
0%
-6%
14%
-10%
-1%
13%
-3%
4%
2%
-2%
20%
-5%
4Q04
11%
-2%
3%
-2%
-16%
4%
-1%
-9%
-6%
-5%
5%
7%
-12%
2%
-2%
-4%
-3%
-4%
0%
-10%
0%
-1%
1%
-10%
-1%
-13%
5%
-13%
1%
-12%
-5%
N.A.
-17%
-8%
4%
-32%
0%
-7%
8%
-12%
-4%
17%
-4%
13%
-3%
-1%
14%
-5%
1Q05
-5%
-4%
1%
-3%
-13%
3%
-8%
-7%
12%
-5%
3%
-3%
-14%
-1%
-3%
-1%
0%
0%
2%
-17%
-3%
-4%
-1%
-6%
0%
-15%
-1%
-10%
-4%
-22%
-6%
N.A.
-5%
-15%
-2%
-35%
-6%
-7%
7%
-5%
-4%
12%
-4%
-6%
-4%
-1%
9%
-6%
Source: ML estimates. * Weighted by subscribers due to incomplete historical revenue figures for certain countries. 1) Expressed in reported currency terms
35
-35%
-22%
-20%
-30%
-40%
36
-13%
-10%
-1%
Greece
Mexico
Source: ML estimates. * Weighted by subscribers due to incomplete historical revenue figures for certain countries.1) Growth calculated in Reported Currency Terms.
Nigeria
Indonesia
-17%
-15%
-15%
Poland
-14%
Malaysia
Finland
Brazil
Netherlands
Chile
-8%
-7%
-7%
Japan
China
-6%
-6%
Singapore
South Africa
-6%
-6%
Turkey
Norway
-5%
-5%
Sweden
Philippines
-5%
-5%
-4%
Czech
-4%
UK
Thailand
Argentina
-4%
-4%
Israel
Switzerland
-4%
Germany
-4%
-3%
-3%
Ireland
Australia
-3%
Belgium
New Zealand
-3%
Egypt
-2%
-1%
US
Portugal
-1%
-1%
France
-0%
-1%
Hungary
Italy
0%
-0%
Hong Kong
Korea
1%
Austria
2%
Canada
India
3%
3%
Denmark
Spain
Venezuela
7%
9%
12%
-10%
12%
0%
Taiwan
10%
Colombia
1Q00
120
172
112
N.A.
163
205
118
324
97
N.A.
142
N.A.
197
166
108
87
290
192
172
N.A.
N.A.
432
113
184
232
219
83
117
199
N.A.
156
N.A.
N.A.
128
136
121
231
240
111
107
N.A.
N.A.
N.A.
N.A.
161
211
105
187
2Q00
127
173
112
N.A.
148
227
133
261
102
N.A.
136
N.A.
212
171
105
84
280
184
183
N.A.
N.A.
416
116
182
242
210
81
119
200
N.A.
163
N.A.
N.A.
128
143
132
223
226
110
118
N.A.
164
N.A.
N.A.
151
232
103
183
3Q00
124
169
108
N.A.
149
238
120
260
104
N.A.
130
N.A.
215
161
89
86
280
175
195
N.A.
N.A.
419
121
187
244
201
82
115
192
N.A.
173
N.A.
N.A.
116
151
138
255
212
109
115
N.A.
157
N.A.
N.A.
147
239
111
182
4Q00
124
165
107
105
131
243
123
271
115
159
124
N.A.
209
159
76
80
300
165
206
N.A.
N.A.
379
117
183
271
193
80
113
183
N.A.
163
N.A.
N.A.
108
141
138
278
189
103
114
N.A.
153
N.A.
78
141
259
104
180
1Q01
113
166
108
97
117
228
124
248
108
149
120
N.A.
207
195
70
74
315
155
217
N.A.
N.A.
350
110
182
278
195
78
111
162
N.A.
159
N.A.
N.A.
96
127
128
301
174
102
112
N.A.
148
N.A.
63
133
274
96
178
2Q01
111
167
111
93
117
258
120
226
87
138
118
N.A.
223
191
70
79
325
146
211
N.A.
205
337
116
178
299
198
77
119
148
N.A.
165
N.A.
N.A.
100
128
143
313
168
106
121
N.A.
149
N.A.
62
126
320
91
184
3Q01
105
153
114
87
115
257
121
205
80
128
116
N.A.
221
191
70
80
335
135
204
N.A.
204
332
114
177
295
202
72
117
137
N.A.
172
N.A.
N.A.
108
130
145
303
163
108
123
N.A.
148
N.A.
65
126
342
90
183
4Q01
101
156
116
79
118
264
130
198
88
99
116
N.A.
217
188
71
76
350
125
198
N.A.
202
316
112
177
299
205
71
119
152
N.A.
166
N.A.
N.A.
101
128
133
308
169
102
123
N.A.
147
N.A.
56
125
358
88
183
1Q02
86
156
118
74
106
249
129
194
77
94
126
150
212
188
69
80
350
121
191
N.A.
200
298
111
169
280
202
65
119
137
N.A.
163
N.A.
N.A.
93
125
116
290
170
97
118
N.A.
150
240
53
126
370
80
182
2Q02
88
154
123
76
104
280
118
187
75
88
142
165
231
190
74
90
350
121
194
N.A.
188
298
113
169
289
203
68
129
131
N.A.
178
N.A.
N.A.
92
130
136
291
166
105
128
N.A.
154
206
58
129
425
74
190
3Q02
91
160
126
71
103
277
115
193
77
84
141
188
228
191
75
98
350
116
208
N.A.
188
293
114
171
285
202
66
130
140
N.A.
181
N.A.
N.A.
89
130
132
291
162
109
122
N.A.
156
194
62
129
437
74
193
4Q02
101
162
129
77
103
285
119
186
83
85
134
172
226
192
73
96
350
117
224
N.A.
185
286
115
170
292
211
71
134
148
N.A.
173
N.A.
N.A.
82
128
127
287
160
108
117
N.A.
155
180
53
131
456
73
194
1Q03
93
158
124
145
96
280
114
201
82
83
132
162
218
199
71
88
360
102
249
N.A.
191
280
110
164
284
215
82
133
147
N.A.
171
N.A.
N.A.
73
116
113
277
162
106
111
116
156
173
51
132
475
68
197
2Q03
104
166
126
147
96
314
110
219
82
84
136
167
231
200
73
97
370
107
291
N.A.
194
291
115
165
300
211
89
140
145
N.A.
182
N.A.
N.A.
77
118
127
281
161
116
118
126
161
167
60
138
526
71
212
3Q03
108
170
127
150
97
318
113
232
80
86
138
180
235
193
74
107
380
112
300
N.A.
198
300
116
164
295
209
90
139
148
N.A.
187
241
N.A.
76
123
127
274
147
120
117
125
169
156
66
141
546
84
217
4Q03
116
167
129
149
99
321
116
219
87
84
133
151
233
202
74
117
380
117
296
N.A.
198
290
116
161
311
204
96
139
151
N.A.
182
237
N.A.
77
121
114
274
145
118
115
107
171
156
58
142
550
84
215
1Q04
118
161
125
150
91
317
112
249
95
83
136
159
234
218
74
113
380
109
295
N.A.
198
294
117
157
300
189
103
136
151
N.A.
176
N.A.
N.A.
70
116
121
278
151
116
112
116
186
158
56
143
579
80
225
2Q04
122
159
127
151
92
360
105
264
106
80
149
167
247
221
74
117
380
118
309
N.A.
206
297
119
156
311
185
105
137
147
N.A.
184
N.A.
N.A.
71
120
130
277
155
132
122
119
183
155
66
146
614
77
235
3Q04
132
168
128
150
93
360
106
268
121
82
147
182
254
202
75
121
385
119
321
N.A.
210
306
122
159
306
198
101
132
148
N.A.
184
N.A.
N.A.
74
123
135
283
145
138
121
120
189
152
74
147
635
80
239
4Q04
139
168
135
151
93
359
110
274
133
82
157
179
258
214
76
119
387
119
344
N.A.
210
302
120
154
316
188
106
133
150
N.A.
181
N.A.
N.A.
75
119
128
282
142
135
125
116
196
156
64
149
623
82
238
1Q05
127
163
132
149
84
358
103
279
131
79
158
143
258
224
75
118
389
114
357
N.A.
210
302
122
146
298
177
105
129
144
N.A.
175
N.A.
N.A.
70
116
113
291
138
135
123
112
200
157
60
146
625
75
236
Source: ML estimates
37
38
Source: ML estimates
Chile
75
70
Venezuela
Poland
60
75
Germany
Turkey
79
Czech
Brazil
105
Mexico
112
Russia
Switzerland
Portugal
114
116
Greece
113
118
Italy
Hungary
122
Sweden
129
Netherlands
127
131
Colombia
123
132
Austria
Argentina
138
143
Egypt
135
144
New Zealand
Spain
146
UK
South Africa
149
146
157
Thailand
Japan
158
Denmark
Belgium
163
175
Australia
Norway
Malaysia
Taiwan
Ireland
France
Finland
China
224
258
200
210
279
291
298
Korea
Singapore
302
Israel
358
84
100
357
177
200
India
300
Canada
389
400
Hong Kong
US
625
600
500
1Q00
-24.0%
10.9%
2.3%
N.A.
-15.2%
19.9%
85.3%
N.A.
3.5%
N.A.
-4.1%
N.A.
7.5%
2.4%
-8.4%
-19.3%
-12.1%
N.A.
89.0%
N.A.
N.A.
N.A.
-7.2%
7.3%
N.A.
2.5%
10.0%
-4.3%
-15.3%
N.A.
-1.8%
N.A.
N.A.
-20.9%
4.9%
N.A.
39.0%
-14.6%
-11.2%
2.5%
N.A.
N.A.
N.A.
N.A.
-5.1%
N.A.
N.A.
-1.6%
2Q00
-9.0%
1.0%
2.0%
N.A.
-21.9%
15.9%
14.1%
N.A.
19.7%
N.A.
-8.1%
N.A.
14.3%
4.7%
-10.4%
-16.6%
-9.7%
-16.7%
64.7%
N.A.
N.A.
N.A.
-1.2%
1.4%
N.A.
-3.8%
6.2%
-2.0%
-10.2%
N.A.
1.3%
N.A.
N.A.
-15.4%
6.9%
N.A.
26.9%
-15.8%
-10.6%
8.0%
N.A.
N.A.
N.A.
N.A.
-11.7%
N.A.
-21.6%
-7.8%
3Q00
-11.8%
-2.2%
-1.8%
N.A.
-21.8%
23.6%
-18.0%
N.A.
31.2%
N.A.
-12.2%
N.A.
11.2%
-1.7%
-23.8%
-11.3%
-3.4%
-16.7%
47.9%
N.A.
N.A.
-8.5%
1.9%
3.6%
N.A.
-9.6%
4.2%
-4.8%
-13.4%
N.A.
3.7%
N.A.
N.A.
-18.5%
11.7%
N.A.
37.7%
-17.2%
-8.4%
1.3%
N.A.
N.A.
N.A.
N.A.
-11.5%
N.A.
-8.2%
-12.4%
4Q00
-8.5%
-3.7%
-2.6%
N.A.
-28.6%
14.2%
-5.3%
-26.0%
24.4%
N.A.
-16.2%
N.A.
6.8%
-3.5%
-34.3%
-13.9%
3.4%
-17.5%
35.6%
N.A.
N.A.
-15.5%
-1.9%
0.4%
8.9%
-14.9%
6.9%
-4.7%
-15.9%
N.A.
4.4%
N.A.
N.A.
-23.3%
6.1%
-7.0%
44.4%
-23.5%
-10.1%
-0.3%
N.A.
N.A.
N.A.
N.A.
-18.7%
20.1%
-15.4%
-14.3%
1Q01
-6.1%
-3.5%
-3.4%
N.A.
-27.8%
10.9%
4.7%
-23.3%
11.4%
N.A.
-15.5%
N.A.
5.1%
17.2%
-35.0%
-14.8%
8.6%
-19.3%
26.2%
N.A.
N.A.
-19.0%
-2.1%
-0.8%
19.8%
-10.8%
-5.7%
-5.2%
-18.9%
N.A.
1.9%
N.A.
N.A.
-24.6%
-6.7%
5.8%
30.6%
-27.6%
-8.1%
4.6%
N.A.
N.A.
N.A.
N.A.
-17.1%
29.7%
-8.2%
-10.1%
2Q01
-12.8%
-3.6%
-0.8%
N.A.
-21.0%
13.6%
-9.3%
-13.4%
-15.1%
N.A.
-13.2%
N.A.
5.3%
11.7%
-33.4%
-6.2%
16.1%
-20.7%
14.9%
N.A.
N.A.
-18.9%
0.0%
-2.2%
23.5%
-5.7%
-4.5%
0.1%
-26.4%
N.A.
1.3%
N.A.
N.A.
-21.6%
-10.3%
8.9%
40.2%
-25.4%
-3.6%
1.9%
N.A.
-9.1%
N.A.
N.A.
-16.5%
38.2%
-11.9%
-0.8%
3Q01
-15.4%
-9.1%
6.1%
N.A.
-23.1%
7.9%
1.0%
-20.9%
-23.1%
N.A.
-10.8%
N.A.
2.8%
18.6%
-21.0%
-6.9%
19.6%
-22.9%
4.9%
N.A.
N.A.
-20.8%
-5.8%
-5.6%
21.0%
0.2%
-12.0%
1.2%
-28.7%
N.A.
-1.0%
N.A.
N.A.
-6.9%
-13.7%
5.5%
18.5%
-23.0%
-0.9%
6.7%
N.A.
-5.3%
N.A.
N.A.
-14.5%
43.3%
-18.7%
-1.4%
4Q01
-18.4%
-5.8%
8.9%
-24.8%
-10.0%
8.4%
5.5%
-26.9%
-23.5%
-37.6%
-6.5%
N.A.
3.6%
18.5%
-7.5%
-5.1%
16.7%
-24.2%
-4.0%
N.A.
N.A.
-16.6%
-4.3%
-3.3%
10.4%
6.3%
-11.4%
5.8%
-17.2%
N.A.
1.6%
N.A.
N.A.
-6.1%
-9.3%
-3.6%
10.7%
-10.7%
-1.7%
7.8%
N.A.
-3.4%
N.A.
-28.8%
-11.3%
38.7%
-15.6%
-6.4%
1Q02
-23.8%
-6.1%
9.7%
-23.7%
-10.3%
9.4%
4.3%
-21.7%
-28.9%
-36.7%
5.1%
N.A.
2.6%
-3.3%
-1.5%
7.8%
11.1%
-21.9%
-12.0%
N.A.
N.A.
-14.7%
0.5%
-7.3%
0.9%
3.5%
-16.0%
7.5%
-15.3%
N.A.
2.4%
N.A.
N.A.
-3.8%
-1.6%
-9.3%
-3.7%
-2.1%
-4.5%
5.5%
N.A.
0.7%
N.A.
-16.0%
-5.0%
35.1%
-17.0%
-5.9%
2Q02
-20.2%
-7.4%
10.9%
-18.3%
-11.1%
8.5%
-2.2%
-17.3%
-13.7%
-36.4%
20.4%
N.A.
3.7%
-0.4%
5.4%
13.2%
7.7%
-17.1%
-7.8%
N.A.
-8.1%
-11.5%
-2.8%
-4.9%
-3.3%
2.6%
-12.0%
8.3%
-11.3%
N.A.
8.1%
N.A.
N.A.
-8.1%
1.2%
-5.1%
-6.9%
-1.5%
-1.0%
5.9%
N.A.
3.2%
N.A.
-7.0%
2.2%
32.5%
-18.7%
-1.0%
3Q02
-13.0%
4.5%
10.3%
-18.4%
-10.6%
7.8%
-4.7%
-5.8%
-4.2%
-34.0%
21.4%
N.A.
3.3%
0.4%
6.4%
22.2%
4.5%
-13.7%
2.0%
N.A.
-7.6%
-11.7%
0.0%
-3.0%
-3.1%
0.2%
-8.7%
11.2%
1.8%
N.A.
5.5%
N.A.
N.A.
-17.9%
-0.1%
-9.1%
-3.7%
-0.7%
0.9%
-0.3%
N.A.
5.1%
N.A.
-4.6%
2.6%
27.8%
-17.8%
4.4%
4Q02
-0.9%
4.0%
10.8%
-2.5%
-12.5%
8.1%
-8.4%
-5.8%
-5.7%
-13.9%
15.6%
N.A.
4.3%
2.1%
3.0%
26.8%
0.0%
-6.4%
13.4%
N.A.
-8.3%
-9.6%
2.3%
-3.7%
-2.5%
2.9%
0.0%
12.5%
-2.2%
N.A.
4.5%
N.A.
N.A.
-18.6%
0.5%
-4.5%
-6.8%
-5.2%
5.7%
-5.3%
N.A.
5.3%
N.A.
-5.0%
5.1%
27.4%
-16.9%
5.4%
1Q03
8.4%
1.4%
5.0%
N.M.
-9.1%
12.2%
-11.6%
3.4%
6.2%
-11.3%
4.8%
8.0%
2.4%
5.5%
2.8%
10.9%
2.9%
-15.6%
30.4%
N.A.
-4.3%
-6.0%
-1.1%
-3.0%
1.2%
6.3%
25.0%
12.1%
7.7%
N.A.
4.9%
N.A.
N.A.
-21.4%
-7.2%
-2.8%
-4.5%
-4.7%
8.9%
-6.4%
N.A.
4.5%
-27.9%
-3.6%
4.6%
28.4%
-14.4%
7.3%
2Q03
18.0%
7.5%
3.0%
N.M.
-7.3%
12.1%
-6.7%
17.3%
9.2%
-3.9%
-4.4%
1.2%
-0.2%
5.1%
-0.7%
8.6%
5.7%
-12.0%
50.0%
N.A.
3.2%
-2.5%
2.0%
-2.8%
3.8%
4.1%
31.1%
8.4%
10.9%
N.A.
2.2%
N.A.
N.A.
-16.7%
-9.0%
-6.9%
-3.4%
-3.1%
10.3%
-7.5%
N.A.
5.1%
-19.1%
4.2%
7.1%
24.0%
-4.5%
12.2%
3Q03
18.0%
5.8%
1.1%
N.M.
-5.8%
14.7%
-2.0%
19.9%
4.4%
2.3%
-2.2%
-4.3%
2.9%
0.9%
-1.4%
9.0%
8.6%
-3.5%
44.2%
N.A.
5.3%
2.5%
1.4%
-4.0%
3.2%
3.1%
36.4%
6.9%
6.3%
N.A.
3.4%
N.A.
N.A.
-14.1%
-5.6%
-3.7%
-5.9%
-9.4%
10.1%
-4.3%
N.A.
8.5%
-20.0%
6.5%
9.1%
24.8%
13.5%
13.5%
4Q03
15.3%
3.0%
0.1%
N.M.
-3.6%
12.5%
-2.9%
17.2%
4.8%
-1.9%
-0.5%
-12.2%
2.8%
5.2%
1.5%
21.2%
8.6%
0.1%
32.1%
N.A.
7.0%
1.5%
0.9%
-5.2%
6.7%
-3.6%
34.6%
3.4%
1.9%
N.A.
5.0%
N.A.
N.A.
-7.0%
-5.6%
-10.0%
-4.7%
-9.1%
10.0%
-1.1%
N.A.
10.3%
-13.7%
8.7%
8.2%
20.6%
14.9%
11.5%
1Q04
26.7%
1.7%
0.9%
3.3%
-5.5%
13.4%
-1.9%
24.2%
16.5%
-0.8%
3.0%
-1.9%
7.7%
9.5%
3.6%
27.5%
5.6%
6.4%
18.5%
N.A.
3.7%
4.9%
6.7%
-4.0%
5.7%
-12.1%
25.6%
2.0%
2.6%
N.A.
3.2%
N.A.
N.A.
-4.5%
0.3%
7.2%
0.3%
-6.7%
9.0%
1.6%
0.0%
19.3%
-8.5%
11.0%
8.4%
21.9%
17.4%
14.3%
2Q04
17.0%
-3.8%
0.8%
2.4%
-3.7%
14.6%
-4.7%
20.1%
29.3%
-4.8%
9.4%
0.0%
6.9%
10.6%
1.1%
20.0%
2.7%
10.3%
6.2%
N.A.
6.2%
2.2%
3.6%
-5.4%
3.7%
-12.2%
17.7%
-2.1%
1.5%
N.A.
0.8%
N.A.
N.A.
-7.6%
2.0%
2.6%
-1.3%
-3.5%
14.1%
3.2%
-5.7%
13.4%
-7.2%
9.7%
5.9%
16.8%
9.4%
11.2%
3Q04
22.2%
-0.9%
0.8%
0.0%
-3.4%
13.4%
-6.4%
15.7%
51.3%
-4.5%
6.7%
1.1%
8.1%
4.5%
2.1%
13.2%
1.3%
6.0%
7.0%
N.A.
6.1%
1.7%
5.2%
-3.2%
3.9%
-5.3%
12.4%
-5.0%
-0.5%
N.A.
-2.0%
N.A.
N.A.
-2.8%
-0.3%
5.7%
3.1%
-1.4%
15.0%
3.2%
-3.9%
11.5%
-2.5%
12.0%
4.1%
16.2%
-4.8%
10.4%
4Q04
19.8%
0.8%
4.5%
1.4%
-6.4%
11.8%
-5.1%
25.1%
52.9%
-2.4%
17.3%
18.5%
11.0%
6.2%
2.7%
2.2%
1.8%
1.8%
16.2%
N.A.
6.1%
4.3%
3.8%
-4.7%
1.7%
-7.8%
11.3%
-3.9%
-0.9%
N.A.
-0.6%
N.A.
N.A.
-1.5%
-1.7%
12.0%
3.0%
-2.3%
13.8%
8.8%
8.3%
14.2%
0.3%
11.0%
4.9%
13.2%
-2.3%
12.7%
1Q05
7.7%
1.3%
5.1%
-0.5%
-7.1%
12.8%
-7.6%
11.7%
37.9%
-5.0%
16.1%
-10.1%
10.0%
2.9%
2.0%
4.7%
2.3%
4.7%
21.0%
N.A.
6.1%
2.9%
4.4%
-7.2%
-0.7%
-6.4%
2.1%
-5.2%
-4.9%
N.A.
-0.5%
N.A.
N.A.
1.0%
0.1%
-7.0%
4.7%
-8.5%
16.4%
9.6%
-3.4%
7.5%
-0.5%
5.7%
1.6%
7.9%
-6.7%
6.3%
Source: ML estimates
39
-20%
40
-3%
13%
5%
4%
Greece
Italy
0%
-1%
-1%
Thailand
Norway
Korea
Source: ML estimates
-10%
-9%
-8%
Chile
South Africa
-7%
Brazil
-7%
Russia
Japan
-7%
Venezuela
-7%
-6%
-5%
Czech
Netherlands
Malaysia
-5%
-5%
New Zealand
Switzerland
0%
Belgium
0%
1%
Poland
Portugal
2%
1%
UK
Australia
2%
2%
Mexico
Germany
2%
Israel
Hong Kong
3%
3%
5%
Hungary
Singapore
France
5%
5%
Austria
6%
Turkey
Taiwan
6%
8%
8%
Argentina
Ireland
8%
10%
Sweden
US
10%
12%
Finland
China
Canada
16%
-10%
Denmark
0%
16%
10%
Spain
India
21%
38%
40%
Colombia
30%
20%
1Q00
0.38
0.24
0.29
N.A.
0.15
0.17
0.23
0.09
N.A.
N.A.
0.21
N.A.
0.18
0.25
0.35
0.42
0.15
0.17
0.18
N.A.
N.A.
0.17
0.26
0.40
0.14
0.17
0.33
0.28
0.17
N.A.
0.22
N.A.
N.A.
0.25
0.22
0.60
0.14
0.20
0.29
0.32
N.A.
N.A.
N.A.
N.A.
0.25
0.25
0.40
0.25
2Q00
0.34
0.22
0.28
N.A.
0.16
0.15
0.18
0.10
N.A.
N.A.
0.20
N.A.
0.17
0.21
0.30
0.38
0.15
0.17
0.16
N.A.
N.A.
0.16
0.24
0.40
0.13
0.16
0.32
0.25
0.14
N.A.
0.22
N.A.
N.A.
0.25
0.21
0.48
0.14
0.19
0.27
0.28
N.A.
0.17
N.A.
N.A.
0.25
0.23
0.36
0.23
3Q00
0.33
0.22
0.27
N.A.
0.14
0.15
0.19
0.09
N.A.
N.A.
0.20
N.A.
0.16
0.21
0.33
0.33
0.15
0.16
0.15
N.A.
N.A.
0.18
0.21
0.38
0.13
0.15
0.25
0.23
0.13
N.A.
0.20
N.A.
N.A.
0.27
0.19
0.38
0.11
0.18
0.25
0.28
N.A.
0.17
N.A.
N.A.
0.24
0.22
0.33
0.22
4Q00
0.31
0.20
0.26
N.A.
0.15
0.14
0.17
0.09
N.A.
0.19
0.19
N.A.
0.16
0.22
0.30
0.32
0.13
0.16
0.14
N.A.
N.A.
0.16
0.20
0.36
0.12
0.15
0.27
0.22
0.13
N.A.
0.20
N.A.
N.A.
0.28
0.20
0.34
0.10
0.17
0.25
0.26
N.A.
0.16
N.A.
N.A.
0.23
0.21
0.33
0.21
1Q01
0.31
0.18
0.23
N.A.
0.17
0.13
0.17
0.07
0.16
0.19
0.20
N.A.
0.16
0.15
0.28
0.29
0.12
0.16
0.13
N.A.
N.A.
0.15
0.20
0.32
0.11
0.14
0.28
0.23
0.13
N.A.
0.20
N.A.
N.A.
0.29
0.19
0.27
0.10
0.16
0.24
0.24
N.A.
0.15
N.A.
0.25
0.21
0.19
0.29
0.20
2Q01
0.30
0.17
0.21
N.A.
0.14
0.12
0.15
0.07
0.17
0.20
0.19
N.A.
0.15
0.15
0.26
0.27
0.11
0.16
0.12
N.A.
0.18
0.15
0.19
0.32
0.10
0.13
0.29
0.21
0.13
N.A.
0.19
N.A.
N.A.
0.27
0.19
0.24
0.09
0.16
0.22
0.22
N.A.
0.13
N.A.
0.19
0.20
0.17
0.37
0.18
3Q01
0.31
0.18
0.22
N.A.
0.13
0.13
0.13
0.07
0.18
0.17
0.20
N.A.
0.15
0.15
0.27
0.28
0.11
0.15
0.12
N.A.
0.17
0.14
0.20
0.31
0.11
0.13
0.30
0.22
0.14
N.A.
0.20
N.A.
N.A.
0.25
0.19
0.24
0.10
0.15
0.22
0.22
N.A.
0.13
N.A.
0.19
0.21
0.16
0.35
0.18
4Q01
0.30
0.18
0.21
N.A.
0.14
0.11
0.14
0.07
0.17
0.21
0.20
N.A.
0.15
0.15
0.26
0.26
0.10
0.17
0.11
N.A.
0.17
0.13
0.19
0.30
0.11
0.12
0.26
0.20
0.12
N.A.
0.19
N.A.
N.A.
0.24
0.19
0.21
0.09
0.10
0.23
0.21
N.A.
0.13
N.A.
0.19
0.20
0.15
0.35
0.17
1Q02
0.14
0.17
0.21
N.A.
0.15
0.11
0.13
0.07
0.19
0.19
0.17
0.12
0.14
0.14
0.26
0.25
0.10
0.16
0.11
N.A.
0.17
0.12
0.18
0.27
0.10
0.11
0.28
0.20
0.14
N.A.
0.20
N.A.
N.A.
N.A.
0.17
0.19
0.09
0.10
0.23
0.20
N.A.
0.12
0.07
0.21
0.20
0.14
0.32
0.16
2Q02
0.09
0.19
0.22
N.A.
0.15
0.11
0.14
0.07
0.18
0.20
0.17
0.11
0.15
0.15
0.27
0.24
0.10
0.15
0.09
N.A.
0.19
0.12
0.20
0.29
0.10
0.11
0.26
0.21
0.16
N.A.
0.21
N.A.
N.A.
0.21
0.18
0.16
0.10
0.11
0.23
0.20
N.A.
0.12
0.07
0.19
0.21
0.13
0.28
0.16
3Q02
0.09
0.18
0.23
N.A.
0.12
0.11
0.12
0.06
0.16
0.21
0.19
0.11
0.16
0.16
0.30
0.27
0.10
0.17
0.08
N.A.
0.20
0.12
0.22
0.30
0.11
0.10
0.26
0.24
0.16
N.A.
0.23
N.A.
N.A.
0.22
0.19
0.16
0.10
0.12
0.25
0.21
N.A.
0.12
0.06
0.17
0.22
0.12
0.23
0.16
4Q02
0.09
0.18
0.23
N.A.
0.11
0.11
0.12
0.06
0.14
0.21
0.20
0.11
0.16
0.16
0.29
0.26
0.10
0.17
0.07
N.A.
0.21
0.12
0.21
0.30
0.11
0.09
0.24
0.23
0.17
N.A.
0.23
N.A.
N.A.
0.22
0.18
0.14
0.09
0.13
0.23
0.23
N.A.
0.11
0.06
0.17
0.22
0.12
0.20
0.16
1Q03
0.11
0.18
0.25
0.22
0.11
0.11
0.12
0.05
0.18
0.21
0.20
0.11
0.17
0.18
0.30
0.28
0.08
0.19
0.06
N.A.
0.21
0.11
0.23
0.30
0.10
0.09
0.21
0.25
0.18
N.A.
0.23
N.A.
N.A.
0.23
0.20
0.13
0.10
0.12
0.25
0.23
0.45
0.11
0.07
0.17
0.22
0.11
0.21
0.16
2Q03
0.12
0.18
0.28
0.24
0.14
0.11
0.13
0.05
0.14
0.21
0.21
0.09
0.17
0.19
0.33
0.28
0.07
0.18
0.04
N.A.
0.23
0.12
0.24
0.29
0.10
0.09
0.20
0.27
0.19
N.A.
0.23
N.A.
N.A.
0.22
0.22
0.12
0.09
0.13
0.26
0.25
0.43
0.11
0.07
0.16
0.22
0.10
0.21
0.16
3Q03
0.12
0.18
0.28
0.23
0.13
0.12
0.13
0.04
0.13
0.20
0.20
0.09
0.16
0.20
0.34
0.27
0.07
0.19
0.04
N.A.
0.22
0.12
0.25
0.29
0.10
0.09
0.19
0.26
0.19
N.A.
0.22
N.A.
N.A.
0.23
0.22
0.12
0.10
0.15
0.26
0.25
0.43
0.11
0.07
0.18
0.22
0.10
0.16
0.16
4Q03
0.12
0.20
0.28
0.25
0.13
0.12
0.13
0.04
0.14
0.20
0.20
0.10
0.18
0.20
0.34
0.26
0.07
0.19
0.04
N.A.
0.23
0.12
0.25
0.32
0.10
0.09
0.18
0.27
0.20
N.A.
0.22
N.A.
N.A.
0.23
0.22
0.11
0.10
0.17
0.26
0.26
0.52
0.10
0.07
0.16
0.23
0.10
0.18
0.16
1Q04
0.12
0.22
0.32
0.26
0.12
0.11
0.12
0.04
0.11
0.21
0.21
0.10
0.18
0.19
0.33
0.26
0.06
0.19
0.04
N.A.
0.24
0.11
0.25
0.32
0.10
0.09
0.17
0.27
0.22
N.A.
0.22
N.A.
N.A.
0.23
0.24
0.09
0.10
0.17
0.28
0.25
0.48
0.10
0.07
0.19
0.25
0.09
0.18
0.15
2Q04
0.11
0.20
0.30
0.25
0.11
0.10
0.12
0.03
0.10
0.22
0.20
0.10
0.16
0.18
0.34
0.27
0.06
0.19
0.04
N.A.
0.22
0.11
0.25
0.30
0.10
0.09
0.17
0.26
0.20
N.A.
0.22
N.A.
N.A.
0.23
0.24
0.09
0.10
0.16
0.26
0.23
0.47
0.11
0.07
0.18
0.24
0.09
0.19
0.14
3Q04
0.10
0.20
0.32
0.25
0.11
0.11
0.12
0.03
0.10
0.23
0.20
0.09
0.16
0.21
0.34
0.27
0.06
0.19
0.03
N.A.
0.23
0.11
0.25
0.30
0.10
0.08
0.17
0.26
0.22
N.A.
0.22
N.A.
N.A.
0.23
0.24
0.08
0.09
0.18
0.27
0.23
0.47
0.11
0.07
0.17
0.24
0.09
0.20
0.14
4Q04
0.11
0.21
0.30
0.26
0.12
0.11
0.13
0.03
0.08
0.22
0.20
0.09
0.16
0.20
0.35
0.27
0.06
0.18
0.03
N.A.
0.23
0.11
0.26
0.31
0.10
0.09
0.17
0.26
0.22
N.A.
0.23
N.A.
N.A.
0.25
0.25
0.07
0.09
0.18
0.27
0.22
0.49
0.11
0.07
0.16
0.23
0.08
0.22
0.14
1Q05
0.10
0.12
0.31
0.26
0.12
0.11
0.12
0.03
0.09
0.22
0.19
0.11
0.15
0.19
0.33
0.26
0.06
0.19
0.03
N.A.
0.22
0.11
0.25
0.32
0.11
0.09
0.16
0.26
0.22
N.A.
0.23
N.A.
N.A.
0.22
0.24
0.06
0.09
0.18
0.27
0.23
0.50
0.10
0.07
0.17
0.23
0.08
0.21
0.14
Source: ML estimates.* Weighted by subscribers due to incomplete historical revenue figures for certain countries. Revenue figure used in calculation excludes any reported revenues from data services.
41
42
0.00
0.26
0.22
0.22
New Zealand
Poland
Ireland
0.19
0.18
Hungary
South Africa
Source: ML estimates.* Weighted by subscribers due to incomplete historical revenue figures for certain countries. Revenue figure used in calculation excludes any reported revenues from data services.
0.03
0.03
China
0.06
Hong Kong
India
0.06
Russia
0.07
0.08
US
Thailand
0.09
Taiwan
Malaysia
0.10
Argentina
0.09
0.10
Israel
Colombia
0.11
Egypt
Singapore
0.11
Canada
0.09
0.11
0.12
Australia
0.11
0.12
Chile
Brazil
Korea
0.12
Finland
Mexico
0.15
0.16
0.17
0.19
Turkey
0.21
0.19
France
Denmark
Venezuela
0.22
0.22
Norway
Czech
0.23
0.23
Sweden
0.23
0.24
UK
Portugal
0.25
Greece
Italy
0.26
0.27
Belgium
0.10
0.26
0.20
Netherlands
Spain
Austria
Japan
0.31
0.32
0.33
0.50
0.50
Germany
Switzerland
0.40
0.30
1Q00
N.A.
-21.6%
-26.6%
N.A.
N.A.
-21.3%
N.A.
N.A.
N.A.
N.A.
-5.4%
N.A.
0.8%
-17.6%
-22.5%
-21.4%
-8.4%
N.A.
-46.9%
N.A.
N.A.
N.A.
-5.2%
-16.7%
N.A.
-21.0%
-26.9%
-21.6%
-8.9%
N.A.
-14.1%
N.A.
N.A.
-8.0%
-14.3%
N.A.
-33.7%
-8.2%
-11.8%
-5.9%
N.A.
N.A.
N.A.
N.A.
-18.1%
N.A.
N.A.
-16.1%
2Q00
-24.9%
-13.7%
-25.0%
N.A.
-10.4%
-17.8%
9.6%
N.A.
N.A.
N.A.
2.6%
N.A.
-5.1%
-25.4%
-28.3%
-20.4%
-10.9%
-7.0%
-39.4%
N.A.
N.A.
N.A.
-11.2%
-9.3%
N.A.
-20.1%
-22.8%
-21.7%
-17.4%
N.A.
-4.4%
N.A.
N.A.
-5.5%
-7.4%
N.A.
-32.0%
-8.0%
-10.2%
-17.3%
N.A.
N.A.
N.A.
N.A.
-10.3%
N.A.
-25.1%
-15.0%
3Q00
-20.5%
-10.1%
-19.9%
N.A.
-9.3%
-21.6%
39.1%
N.A.
N.A.
N.A.
6.7%
N.A.
-5.9%
-19.7%
-16.0%
-21.3%
-20.2%
1.5%
-32.8%
N.A.
N.A.
-10.1%
-18.2%
-12.8%
N.A.
-17.7%
-27.9%
-18.9%
-10.9%
N.A.
-7.4%
N.A.
N.A.
0.6%
-11.5%
N.A.
-39.8%
-7.7%
-6.8%
-10.8%
N.A.
N.A.
N.A.
N.A.
-11.1%
N.A.
-25.3%
-14.1%
4Q00
-17.6%
-10.8%
-11.7%
N.A.
11.9%
-13.9%
29.5%
0.5%
N.A.
N.A.
9.6%
N.A.
-5.4%
-14.0%
-17.3%
-21.6%
-25.5%
3.6%
-27.1%
N.A.
N.A.
-19.0%
-17.3%
-11.9%
N.A.
-15.6%
-25.0%
-18.5%
-6.5%
N.A.
-5.7%
N.A.
N.A.
7.3%
-2.7%
-54.2%
-41.9%
-6.7%
-4.1%
-7.7%
N.A.
N.A.
N.A.
N.A.
-4.5%
-19.5%
-19.7%
-11.1%
1Q01
-20.0%
-10.6%
-16.0%
N.A.
29.9%
-14.5%
-27.7%
-18.3%
N.A.
N.A.
3.4%
N.A.
-4.2%
-32.6%
-14.2%
-25.6%
-23.2%
-4.1%
-22.1%
N.A.
N.A.
-10.7%
-15.8%
-11.2%
-14.6%
-15.8%
-13.2%
-10.7%
-10.2%
N.A.
0.6%
N.A.
N.A.
11.9%
-3.6%
-54.9%
-30.4%
-4.5%
-8.9%
-15.9%
N.A.
N.A.
N.A.
N.A.
-7.6%
-22.7%
-27.3%
-14.5%
2Q01
-13.4%
-12.7%
-14.1%
N.A.
16.0%
-16.3%
-16.6%
-22.6%
N.A.
N.A.
2.3%
N.A.
-6.3%
-21.7%
-6.0%
-21.6%
-29.3%
-5.5%
-19.5%
N.A.
N.A.
-10.9%
-13.9%
-8.5%
-7.8%
-14.6%
-10.5%
-5.4%
2.8%
N.A.
-5.5%
N.A.
N.A.
1.3%
1.0%
-50.2%
-31.5%
-3.1%
-9.9%
-9.2%
N.A.
-11.9%
N.A.
N.A.
-12.1%
-25.7%
4.4%
-14.3%
3Q01
-4.4%
-6.1%
-14.2%
N.A.
25.7%
-11.0%
-27.9%
-19.7%
N.A.
N.A.
3.2%
N.A.
-3.7%
-25.9%
-13.4%
-13.3%
-28.2%
-4.9%
-17.4%
N.A.
N.A.
-21.7%
-1.7%
-5.6%
-7.2%
-15.8%
8.3%
-0.7%
9.1%
N.A.
-0.9%
N.A.
N.A.
-9.0%
4.8%
-38.1%
-12.3%
-1.6%
-8.8%
-11.4%
N.A.
-15.6%
N.A.
N.A.
-7.7%
-28.1%
5.3%
-12.6%
4Q01
-3.7%
-2.7%
-14.5%
N.A.
17.8%
-14.7%
-21.4%
-22.5%
N.A.
10.7%
4.5%
N.A.
-3.5%
-29.6%
-10.5%
-14.5%
-23.8%
4.1%
-15.8%
N.A.
N.A.
-16.2%
-2.4%
-5.1%
1.2%
-17.2%
-8.4%
-4.6%
-1.6%
N.A.
-6.7%
N.A.
N.A.
-9.8%
0.4%
-38.1%
-5.8%
-6.2%
-4.6%
-14.7%
N.A.
-18.2%
N.A.
N.A.
-8.6%
-29.4%
7.0%
-13.6%
1Q02
-5.2%
-2.2%
-4.9%
N.A.
6.2%
-14.5%
-22.8%
-5.4%
18.9%
-9.1%
-9.9%
N.A.
-5.3%
-8.9%
-3.8%
-12.8%
-15.8%
1.5%
-15.0%
N.A.
N.A.
-18.3%
-6.3%
-4.6%
-1.7%
-20.1%
-5.0%
-7.7%
8.1%
N.A.
-2.3%
N.A.
N.A.
-23.1%
-6.9%
-28.5%
3.2%
-7.4%
-2.9%
-12.2%
N.A.
-10.3%
N.A.
-17.0%
-4.8%
-26.6%
8.6%
-9.2%
2Q02
4.9%
3.8%
-4.4%
N.A.
17.7%
-11.4%
-9.8%
-10.4%
5.3%
-8.3%
-13.9%
N.A.
-5.0%
-8.7%
-1.9%
-14.3%
-8.3%
-4.3%
-24.0%
N.A.
-0.4%
-19.2%
-0.5%
-7.0%
-4.8%
-21.1%
-9.4%
-8.6%
12.0%
N.A.
-4.5%
N.A.
N.A.
-13.9%
-12.1%
-34.0%
7.5%
-6.1%
-1.8%
-10.1%
N.A.
-9.0%
N.A.
-2.5%
-1.6%
-25.0%
-24.4%
-9.0%
3Q02
4.1%
-9.2%
-5.9%
N.A.
17.7%
-11.1%
-8.2%
-16.8%
-9.9%
6.2%
-15.0%
N.A.
-4.4%
-4.1%
-1.6%
-13.1%
-8.3%
-5.5%
-32.6%
N.A.
6.3%
-14.9%
1.4%
-6.9%
-4.9%
-21.7%
-3.3%
-3.8%
4.2%
N.A.
-4.6%
N.A.
N.A.
-3.9%
-12.7%
-31.3%
-1.1%
-5.0%
-0.9%
-7.0%
N.A.
-9.1%
N.A.
-9.3%
-0.5%
-22.5%
-35.7%
-9.6%
4Q02
11.0%
-10.8%
-3.8%
N.A.
12.0%
-7.9%
-7.6%
-14.7%
-17.8%
-16.7%
-13.9%
N.A.
-6.0%
-4.3%
-2.6%
-12.1%
-2.1%
-16.5%
-38.9%
N.A.
9.3%
-12.0%
-0.5%
-4.2%
-6.0%
-24.1%
3.9%
0.1%
12.4%
N.A.
-1.1%
N.A.
N.A.
-2.7%
-15.1%
-32.4%
-1.0%
0.6%
-8.9%
-2.8%
N.A.
-6.5%
N.A.
-8.2%
-1.5%
-19.8%
-43.5%
-9.3%
1Q03
21.4%
-11.4%
-1.0%
N.A.
6.1%
-8.5%
-4.1%
-21.5%
-2.6%
-10.0%
-7.8%
-1.2%
-5.7%
7.6%
-3.7%
-7.3%
-17.0%
-1.0%
-48.0%
N.A.
3.6%
-8.4%
0.7%
-2.4%
-6.6%
-20.6%
-12.2%
1.0%
0.2%
N.A.
-6.1%
N.A.
N.A.
6.8%
-3.6%
-31.1%
-3.5%
0.4%
-11.3%
-2.5%
N.A.
-10.9%
-10.5%
-19.8%
-3.1%
-21.1%
-34.8%
-11.2%
2Q03
14.2%
-17.0%
2.7%
N.A.
6.6%
-8.9%
-5.4%
-29.0%
-22.8%
-11.7%
-4.4%
10.4%
-6.4%
6.6%
-1.2%
-8.1%
-28.9%
4.6%
-56.3%
N.A.
-4.5%
-1.3%
-1.1%
-4.0%
-5.9%
-18.2%
-14.8%
4.4%
-4.7%
N.A.
-4.5%
N.A.
N.A.
2.0%
1.7%
-22.2%
-5.9%
-1.3%
-8.8%
-2.1%
N.A.
-11.7%
-6.1%
-12.7%
-2.0%
-18.5%
-25.5%
-12.4%
3Q03
7.6%
-14.9%
4.0%
N.A.
1.1%
-9.9%
7.3%
-29.1%
-16.3%
-15.6%
-6.7%
10.4%
-8.7%
8.6%
-0.8%
-12.1%
-33.1%
1.3%
-53.5%
N.A.
-4.2%
3.7%
-2.9%
-4.0%
-7.2%
-14.8%
-21.7%
-2.1%
-3.1%
N.A.
-8.3%
N.A.
N.A.
-1.3%
3.5%
-27.2%
-0.5%
4.8%
-9.7%
-4.9%
N.A.
-10.9%
13.4%
4.7%
-4.1%
-18.4%
-27.8%
-12.7%
4Q03
1.2%
-11.1%
1.6%
N.A.
-2.8%
-7.6%
2.3%
-25.2%
-1.7%
-9.5%
-12.7%
22.3%
-0.7%
2.6%
-3.3%
-15.7%
-34.2%
-1.5%
-48.6%
N.A.
-9.4%
2.4%
-2.0%
-2.9%
-12.0%
-1.6%
-21.5%
-3.0%
-3.8%
N.A.
-10.0%
N.A.
N.A.
-7.3%
0.7%
-19.3%
2.1%
5.9%
-5.8%
-8.5%
N.A.
-10.4%
13.6%
-9.3%
-2.3%
-17.9%
-7.8%
-12.1%
1Q04
-5.0%
-5.0%
7.2%
0.8%
-7.6%
-9.2%
0.3%
-32.0%
-41.1%
-6.6%
-9.0%
11.0%
-8.1%
-8.8%
-5.4%
-19.2%
-23.4%
-8.5%
-39.7%
N.A.
-4.5%
2.7%
-4.1%
-4.8%
-6.7%
7.5%
-14.4%
-8.7%
-3.1%
N.A.
-8.6%
N.A.
N.A.
-5.2%
-0.3%
-31.6%
-0.3%
1.9%
-3.2%
-8.8%
-2.3%
-10.5%
5.9%
13.3%
-1.2%
-18.3%
-14.1%
-14.3%
2Q04
-8.6%
-0.8%
1.9%
-3.6%
-16.3%
-9.8%
-8.4%
-29.3%
-25.3%
-6.2%
-10.8%
7.6%
-9.5%
-9.6%
-3.6%
-9.7%
-11.0%
-10.1%
-18.1%
N.A.
-9.0%
-3.4%
-2.4%
-4.3%
-7.7%
8.2%
-9.9%
-8.5%
-4.4%
N.A.
-7.3%
N.A.
N.A.
-1.3%
2.1%
-30.1%
1.3%
-4.0%
-5.8%
-13.8%
3.7%
-2.5%
2.4%
7.8%
-2.7%
-15.7%
-11.2%
-13.1%
3Q04
-10.5%
-0.5%
5.0%
0.0%
-15.5%
-10.4%
-6.4%
-30.6%
-27.6%
-4.1%
-9.9%
5.1%
-10.3%
-4.8%
-7.1%
-7.2%
-7.5%
-9.7%
-16.7%
N.A.
-5.4%
-7.5%
-6.3%
-4.6%
-8.0%
-1.3%
-6.2%
-8.9%
-2.5%
N.A.
-4.6%
N.A.
N.A.
-7.4%
0.0%
-30.7%
-5.9%
-5.6%
-1.8%
-14.0%
-0.8%
1.1%
-0.4%
-7.6%
-4.5%
-16.4%
23.2%
-14.1%
4Q04
-7.0%
-2.8%
-2.6%
-6.2%
-12.2%
-10.3%
4.0%
-35.7%
-38.7%
-6.2%
-11.5%
-9.1%
-20.9%
-5.1%
-4.7%
-5.8%
-6.0%
-5.3%
-18.5%
N.A.
-5.6%
-6.7%
-3.5%
-5.8%
-4.9%
-5.4%
-6.9%
-11.8%
-2.7%
N.A.
-4.1%
N.A.
N.A.
-6.0%
3.6%
-40.8%
-6.7%
-4.9%
-6.9%
-20.1%
-15.0%
1.6%
-5.1%
0.4%
-10.3%
-13.5%
20.3%
-15.8%
1Q05
-12.1%
-5.3%
-6.8%
-2.9%
-8.1%
-11.6%
0.1%
-24.9%
-18.6%
-1.0%
-10.8%
7.2%
-22.7%
-5.6%
-5.4%
-5.7%
-3.2%
-4.6%
-20.6%
N.A.
-12.1%
-8.1%
-6.3%
-0.1%
-3.4%
-9.6%
-5.5%
-7.2%
-2.5%
N.A.
-6.2%
N.A.
N.A.
-21.3%
-3.9%
-31.3%
-13.0%
1.3%
-9.4%
-13.7%
-2.0%
2.6%
-4.1%
-10.6%
-8.4%
-8.4%
17.3%
-12.3%
Source: ML Estimates.* Weighted by subscribers due to incomplete historical revenue figures for certain countries. Revenue figure used in calculation excludes any reported revenues from data services.1) In reported currency terms.
43
-40%
44
-31%
-30%
-25%
-1%
-6%
Greece
Source: ML estimates.* Weighted by subscribers due to incomplete historical revenue figures for certain countries. Revenue figure used in calculation excludes any reported revenues from data services.1) Figures in Reported Currency Terms.
Russia
China
Finland
Poland
India
Colombia
Sweden
-21%
-23%
-21%
-14%
-13%
-12%
Ireland
Singapore
-12%
Argentina
-12%
-11%
Denmark
Canada
-11%
Turkey
-10%
-8%
US
Malaysia
-8%
UK
-9%
-8%
Brazil
Spain
-8%
-7%
Netherlands
Israel
-7%
Austria
-6%
-6%
France
-6%
-5%
Mexico
Italy
-5%
Germany
Norway
-5%
-5%
Australia
Hungary
-4%
Portugal
-3%
Korea
Thailand
-3%
Hong Kong
-4%
-3%
New Zealand
Belgium
-2%
-2%
Switzerland
Czech
3%
1%
-0%
-19%
-20%
Japan
-10%
0%
0%
Chile
South Africa
Taiwan
Egypt
7%
17%
20%
Venezuela
Chart 21: YoY % Change in RPM1 By Country As Of 1Q05 (In Reported Currency Terms)
10%
1Q00
36%
33%
16%
27%
16%
25%
38%
53%
N.A.
N.A.
20%
35%
40%
25%
21%
34%
15%
N.A.
29%
61%
N.A.
N.A.
48%
24%
22%
33%
29%
31%
31%
N.A.
32%
N.A.
24%
N.A.
34%
35%
42%
35%
20%
41%
37%
N.A.
41%
N.A.
22%
24%
N.A.
30%
2Q00
23%
34%
12%
28%
17%
27%
37%
54%
N.A.
N.A.
22%
44%
38%
26%
19%
27%
14%
N.A.
28%
62%
N.A.
N.A.
48%
26%
22%
32%
34%
28%
32%
N.A.
31%
N.A.
19%
N.A.
34%
33%
42%
34%
23%
32%
27%
N.A.
48%
N.A.
19%
27%
N.A.
30%
3Q00
19%
36%
21%
31%
19%
26%
34%
53%
N.A.
N.A.
11%
44%
34%
17%
17%
35%
11%
42%
28%
64%
N.A.
1%
47%
26%
35%
31%
29%
19%
33%
N.A.
37%
N.A.
41%
N.A.
31%
31%
37%
33%
27%
42%
31%
N.A.
62%
N.A.
21%
26%
N.A.
31%
4Q00
31%
37%
18%
31%
19%
16%
24%
54%
17%
35%
16%
41%
37%
14%
23%
36%
7%
38%
27%
66%
N.A.
2%
47%
24%
37%
30%
29%
19%
37%
N.A.
32%
N.A.
48%
N.A.
24%
28%
36%
34%
24%
44%
28%
N.A.
51%
19%
19%
19%
N.A.
29%
1Q01
27%
36%
27%
36%
34%
25%
31%
55%
19%
N.A.
12%
46%
38%
28%
25%
39%
17%
32%
27%
66%
N.A.
15%
42%
24%
45%
31%
31%
13%
41%
N.A.
35%
0%
46%
N.A.
29%
43%
36%
34%
34%
47%
36%
38%
30%
10%
22%
24%
N.A.
33%
2Q01
29%
37%
24%
36%
32%
27%
28%
55%
18%
47%
18%
48%
39%
34%
34%
39%
18%
42%
29%
66%
35%
28%
40%
26%
39%
31%
30%
13%
43%
N.A.
35%
0%
48%
N.A.
29%
39%
34%
34%
38%
46%
34%
40%
43%
29%
24%
27%
N.A.
35%
3Q01
32%
38%
27%
38%
33%
30%
37%
54%
27%
N.A.
18%
45%
40%
32%
37%
40%
21%
45%
31%
65%
36%
28%
41%
26%
48%
33%
32%
11%
35%
-77%
39%
0%
44%
N.A.
31%
47%
34%
34%
43%
50%
31%
47%
39%
25%
24%
26%
N.A.
36%
4Q01
33%
38%
26%
37%
33%
21%
34%
54%
13%
31%
14%
49%
39%
32%
37%
40%
21%
35%
33%
71%
36%
29%
38%
28%
38%
33%
28%
21%
39%
-15%
33%
47%
46%
N.A.
30%
44%
32%
33%
40%
47%
30%
47%
42%
20%
27%
23%
N.A.
35%
1Q02
39%
38%
36%
42%
38%
28%
33%
55%
18%
38%
10%
50%
38%
35%
37%
39%
28%
36%
35%
66%
36%
30%
43%
28%
45%
37%
31%
27%
43%
-1%
39%
0%
51%
34%
32%
47%
32%
34%
43%
47%
33%
52%
39%
28%
29%
27%
13%
38%
2Q02
34%
39%
35%
43%
38%
30%
35%
57%
31%
42%
13%
48%
39%
36%
39%
39%
28%
37%
37%
65%
40%
29%
43%
33%
43%
36%
36%
26%
47%
9%
41%
0%
50%
36%
31%
46%
35%
33%
44%
47%
34%
49%
44%
25%
30%
30%
16%
40%
3Q02
41%
39%
29%
46%
38%
33%
34%
57%
33%
44%
21%
51%
42%
39%
39%
39%
27%
43%
21%
63%
42%
30%
48%
33%
40%
35%
35%
26%
42%
18%
44%
0%
50%
35%
35%
49%
37%
31%
44%
50%
35%
45%
38%
30%
29%
28%
15%
40%
4Q02
41%
38%
26%
45%
28%
25%
32%
57%
37%
46%
25%
52%
36%
36%
36%
36%
28%
38%
28%
61%
42%
26%
43%
31%
38%
22%
31%
27%
42%
28%
36%
66%
53%
32%
33%
41%
38%
31%
42%
48%
32%
43%
46%
29%
29%
27%
15%
39%
1Q03
40%
38%
37%
43%
33%
34%
34%
53%
33%
45%
23%
53%
41%
40%
36%
36%
31%
42%
24%
67%
42%
23%
46%
30%
43%
40%
35%
27%
43%
38%
42%
67%
58%
33%
33%
47%
42%
31%
46%
45%
40%
44%
54%
32%
33%
30%
39%
40%
2Q03
40%
39%
34%
43%
28%
35%
34%
51%
36%
46%
20%
54%
39%
42%
39%
36%
30%
38%
27%
66%
39%
32%
48%
33%
44%
41%
38%
31%
43%
41%
39%
66%
57%
35%
35%
49%
41%
31%
44%
47%
42%
45%
54%
24%
32%
32%
26%
41%
3Q03
39%
38%
33%
41%
29%
37%
33%
51%
37%
44%
25%
48%
41%
43%
39%
38%
32%
37%
32%
65%
42%
30%
51%
33%
44%
45%
36%
30%
42%
44%
41%
55%
58%
40%
36%
51%
43%
31%
45%
46%
39%
45%
54%
30%
31%
31%
32%
41%
4Q03
34%
38%
28%
39%
22%
29%
33%
49%
33%
42%
29%
50%
39%
36%
39%
36%
32%
33%
37%
69%
42%
30%
46%
31%
41%
49%
32%
29%
42%
48%
37%
52%
67%
34%
35%
50%
43%
32%
40%
42%
39%
42%
53%
32%
29%
28%
25%
39%
1Q04
29%
39%
32%
45%
28%
37%
28%
50%
25%
43%
24%
46%
40%
43%
37%
37%
30%
41%
32%
65%
42%
29%
49%
33%
37%
49%
33%
27%
42%
51%
36%
55%
63%
34%
37%
52%
42%
32%
44%
42%
38%
48%
56%
34%
33%
30%
30%
40%
2Q04
21%
39%
29%
44%
19%
40%
28%
49%
34%
45%
24%
51%
38%
43%
39%
38%
29%
41%
35%
67%
42%
30%
49%
33%
33%
51%
34%
29%
42%
51%
34%
52%
66%
40%
39%
53%
42%
32%
43%
41%
39%
50%
54%
43%
32%
32%
33%
41%
3Q04
15%
39%
31%
41%
20%
41%
30%
48%
29%
44%
24%
52%
42%
43%
40%
39%
29%
36%
34%
67%
42%
30%
50%
32%
38%
51%
35%
30%
39%
51%
36%
50%
66%
39%
42%
54%
42%
32%
44%
45%
40%
49%
52%
40%
33%
31%
31%
41%
4Q04
10%
39%
26%
45%
16%
33%
33%
45%
20%
44%
15%
52%
34%
39%
40%
34%
28%
37%
33%
67%
41%
30%
45%
31%
38%
35%
32%
28%
41%
51%
36%
44%
66%
37%
35%
44%
43%
32%
39%
41%
38%
48%
52%
35%
30%
28%
24%
38%
1Q05
16%
40%
32%
43%
24%
40%
28%
47%
21%
44%
22%
54%
24%
43%
37%
35%
27%
38%
35%
67%
41%
31%
48%
24%
37%
48%
31%
25%
41%
50%
36%
N.A.
66%
41%
37%
50%
43%
35%
40%
42%
42%
49%
52%
33%
30%
30%
31%
39%
Source: ML estimates.* Weighted by subscribers due to incomplete historical revenue figures for certain countries.
45
46
Indonesia
0%
16%
20%
10%
44%
52%
43%
France
Belgium
40%
Korea
Source: ML estimates. * Weighted by subscribers due to incomplete historical revenue figures for certain countries.
Chile
Argentina
Colombia
Denmark
Finland
Brazil
Japan
Netherlands
Hong Kong
21%
22%
24%
24%
24%
25%
27%
28%
30%
31%
30%
Israel
US
31%
31%
Mexico
Venezuela
33%
32%
India
Turkey
35%
35%
Greece
Austria
35%
South Africa
36%
37%
Portugal
Norway
37%
37%
Germany
38%
Canada
Hungary
40%
40%
Spain
Australia
41%
41%
Poland
Ireland
New Zealand
42%
41%
Sweden
42%
43%
Singapore
Switzerland
43%
Czech
China
Italy
Malaysia
Taiwan
47%
48%
48%
49%
50%
30%
50%
40%
Nigeria
50%
Russia
Thailand
Egypt
Philippines
54%
67%
66%
60%
1Q00
(1,243)
(400)
36
436
(1,684)
(514)
(744)
N.A .
N.A .
N.A .
N.A .
1,580
(235)
N.A .
(1,244)
N.A .
(1,232)
N.A .
847
N.A .
N.A .
N.A .
217
128
N.A .
635
N.A .
195
127
N.A .
N.A .
N.A .
N.A .
N.A .
62
N.A .
(206)
430
(746)
554
N.A .
N.A .
(43)
N.A .
1,359
298
N.A .
288
2Q00
(1,665)
(137)
(221)
346
(21)
(41)
(50)
N.A .
N.A .
N.A .
N.A .
1,170
(353)
N.A .
(1,364)
N.A .
(1,145)
N.A .
595
2,248
N.A .
N.A .
221
(175)
N.A .
288
N.A .
263
238
N.A .
N.A .
N.A .
N.A .
N.A .
(117)
N.A .
(302)
276
(351)
(889)
N.A .
N.A .
1,008
N.A .
676
162
N.A .
189
3Q00
(1,751)
174
1,063
485
284
(974)
344
N.A .
N.A .
N.A .
N.A .
390
(1,179)
N.A .
(1,658)
N.A .
(998)
N.A .
344
1,928
N.A .
N.A .
222
(169)
N.A .
(92)
N.A .
(692)
259
N.A .
N.A .
N.A .
N.A .
N.A .
95
N.A .
(402)
114
(116)
(536)
N.A .
N.A .
2,195
N.A .
309
(87)
N.A .
149
4Q00
(1,019)
319
687
473
1,449
(1,005)
32
267
N.A .
N.A .
N.A .
670
(402)
N.A .
(685)
N.A .
(746)
N.A .
92
712
N.A .
N.A .
187
15
N.A .
(463)
N.A .
(870)
630
N.A .
N.A .
N.A .
N.A .
N.A .
(664)
N.A .
(543)
8
265
197
N.A .
N.A .
689
N.A .
17
131
N.A .
108
1Q01
(904)
339
1,111
883
1,877
72
(707)
217
N.A .
N.A .
(841)
1,120
(222)
300
414
425
156
N.A .
(160)
477
N.A .
N.A .
(565)
9
2,361
(165)
171
(1,820)
1,072
N.A .
239
N.A .
2,232
N.A .
(492)
808
(598)
(104)
1,373
580
(101)
N.A .
(1,121)
N.A .
(19)
(27)
N.A .
296
2Q01
566
248
1,166
789
1,461
69
(954)
154
N.A .
N.A .
(347)
420
85
791
1,498
1,140
393
N.A .
82
338
N.A .
N.A .
(726)
57
1,709
(136)
(425)
(1,446)
1,096
N.A .
407
N.A .
2,880
N.A .
(543)
600
(732)
(38)
1,497
1,389
640
N.A .
(504)
N.A .
494
70
N.A .
517
3Q01
1,316
155
607
699
1,462
439
257
107
N.A .
N.A .
652
162
662
1,548
1,997
473
960
250
325
50
N.A .
2,650
(564)
43
1,216
243
246
(830)
239
N.A .
276
N.A .
335
N.A .
(31)
1,544
(330)
28
1,675
833
27
N.A .
(2,301)
N.A .
349
51
N.A .
568
4Q01
187
105
807
649
1,401
583
972
17
(440)
(421)
(283)
822
203
1,813
1,363
442
1,374
(340)
568
464
N.A.
2,675
(918)
355
67
362
(46)
128
270
N.A.
36
N.A.
(241)
N.A.
559
1,507
(419)
(62)
1,636
215
181
N.A.
(882)
75
785
391
N.A.
624
1Q02
1,205
207
873
606
316
306
149
67
(80)
N.A.
(155)
397
56
696
1,169
39
1,135
456
810
48
N.A.
1,575
64
353
(80)
564
59
1,433
196
N.A.
371
484
N.A.
241
405
(429)
17
921
(40)
(311)
1,357
904
1,785
643
323
N.A.
544
2Q02
537
215
1,169
635
577
278
756
160
1,290
(475)
(511)
24
8
205
470
10
986
(443)
808
(68)
560
125
312
673
482
559
616
1,266
376
N.A.
617
247
N.A.
219
730
36
(88)
551
66
52
902
44
(420)
616
211
N.A.
444
3Q02
840
104
270
773
440
284
(300)
201
661
N.A.
324
598
116
662
197
(129)
608
(200)
(995)
(138)
578
250
653
668
(729)
183
370
1,550
729
9,545
423
612
N.A.
369
202
316
(239)
76
(17)
447
(174)
(76)
443
492
246
N.A.
376
4Q02
886
(54)
67
745
(449)
310
(124)
220
2,385
1,471
1,096
228
(337)
428
(88)
(440)
697
320
(498)
(997)
596
(250)
551
285
(1)
(1,106)
285
649
309
4,303
365
1,850
756
N.A .
326
(226)
645
(158)
254
126
200
(378)
333
930
213
478
N.A .
315
1Q03
65
(26)
70
82
(418)
600
122
(223)
1,470
711
1,266
247
310
443
(85)
(314)
264
512
(1,100)
100
640
(738)
384
215
(146)
318
412
30
(59)
3,830
331
6,680
733
(148)
146
(12)
1,028
(245)
274
(133)
727
(804)
1,474
435
391
292
2,599
214
2Q03
589
7
(167)
17
(957)
448
(97)
(583)
515
314
690
526
37
565
1
(229)
206
33
(1,000)
66
(156)
300
494
44
40
467
185
486
(340)
3,208
(172)
6,600
669
(86)
367
292
626
(148)
41
12
774
(445)
1,041
(45)
232
228
995
72
3Q03
(141)
(92)
403
(506)
(806)
429
(41)
(526)
394
38
410
(309)
(43)
404
62
(45)
460
(533)
1,100
187
43
332
41
349
971
23
350
(70)
2,585
(302)
5,490
796
413
172
210
523
(5)
111
(357)
379
9
1,596
68
145
219
1,722
104
4Q03
(746)
59
179
(623)
(688)
418
86
(741)
(367)
(351)
441
(114)
322
(39)
334
44
395
(469)
900
781
60
350
259
42
345
2,630
73
190
(71)
1,963
67
(1,400)
1,368
252
140
841
524
48
(281)
(601)
645
(112)
701
210
24
46
1,042
40
1Q04
(1,038)
58
(453)
170
(586)
239
(575)
(353)
(736)
(149)
67
(690)
(140)
346
62
79
(82)
(97)
820
(187)
40
600
265
260
(648)
837
(289)
12
(113)
1,340
(589)
(1,190)
518
89
397
543
46
109
(221)
(322)
(214)
467
241
203
(10)
(73)
(966)
(2)
2Q04
(1,939)
(16)
(485)
120
(853)
518
(588)
(173)
(200)
(85)
428
(240)
(109)
159
43
209
(74)
319
800
144
310
(200)
37
(77)
(1,116)
973
(407)
(155)
(164)
1,005
(504)
(1,390)
903
540
396
416
143
99
(114)
(599)
(294)
465
(7)
1,853
14
58
696
48
3Q04
(2,475)
148
(194)
29
(948)
345
(358)
(293)
(806)
36
(93)
357
120
(15)
26
91
(276)
(80)
153
154
(23)
(20)
(151)
(148)
(574)
629
(97)
49
(252)
670
(502)
(530)
761
(9)
561
284
(14)
87
(71)
(155)
130
396
(210)
946
225
70
(161)
(23)
4Q04
(2,445)
98
(184)
667
(588)
400
(66)
(411)
(1,288)
148
(1,441)
128
(476)
271
109
(265)
(343)
361
(440)
(163)
(82)
5
(58)
(1)
(268)
(1,336)
32
(137)
(50)
285
(111)
(820)
(108)
222
84
(573)
(88)
56
(21)
(83)
(60)
565
(110)
346
51
(29)
(108)
(123)
1Q05
(1,274)
129
38
(144)
(347)
328
(46)
(301)
(445)
81
(190)
874
(1,624)
(15)
60
(167)
(267)
(301)
260
152
(95)
160
(140)
(816)
44
(51)
(160)
(202)
(71)
(100)
21
N.A.
247
677
(10)
(188)
100
277
(343)
(38)
369
109
(450)
(98)
(207)
(4)
114
(117)
Source: ML estimates.* Weighted by subscribers due to incomplete historical revenue figures for certain countries.
47
48
Egypt
-2000
-1624
-1274
-816
247
21
Source: ML estimates.* Weighted by subscribers due to incomplete historical revenue figures for certain countries.
Thailand
Finland
Argentina
Japan
-445
-450
Colombia
-343
-347
Brazil
-301
Hungary
Spain
-301
China
-267
-202
-207
Netherlands
Hong Kong
-188
-190
Russia
Denmark
-160
-167
Mexico
Greece
-140
-144
Italy
Nigeria
Belgium
-98
-100
Turkey
-71
New Zealand
-95
-51
Malaysia
Ireland
-38
-46
Chile
France
Sweden
-10
-15
Portugal
-4
Norway
US
44
38
Korea
Austria
81
60
Czech
Germany
100
Taiwan
Venezuela
Singapore
114
Australia
109
152
129
Indonesia
160
Israel
369
328
Philippines
-1500
277
-1000
260
-500
India
South Africa
Canada
Switzerland
Poland
677
874
Chart 23: YoY EBITDA Margin Expansion (basis points) By Country As Of 1Q05
1000
500
1Q00
N.A.
1%
8%
0%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
8%
N.A.
10%
2%
7%
5%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
4%
3%
1%
1%
N.A.
3%
2%
N.A.
9%
N.A.
10%
N.A.
2%
N.A.
3%
0%
4%
1%
N.A.
N.A.
0%
N.A.
3%
N.A.
N.A.
4%
2Q00
N.A.
2%
8%
1%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
8%
N.A.
10%
3%
9%
7%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
4%
5%
3%
1%
N.A.
3%
2%
N.A.
8%
N.A.
13%
N.A.
3%
N.A.
4%
1%
5%
2%
N.A.
N.A.
0%
N.A.
4%
N.A.
N.A.
5%
3Q00
N.A.
3%
9%
2%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
9%
N.A.
10%
4%
10%
7%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
5%
7%
3%
1%
N.A.
4%
2%
N.A.
9%
N.A.
15%
N.A.
4%
N.A.
5%
1%
6%
2%
N.A.
2%
0%
N.A.
4%
N.A.
N.A.
6%
4Q00
N.A.
4%
9%
5%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
9%
N.A.
11%
4%
11%
10%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
6%
10%
4%
1%
N.A.
5%
3%
N.A.
9%
N.A.
17%
N.A.
5%
N.A.
7%
2%
8%
3%
N.A.
2%
0%
N.A.
6%
N.A.
N.A.
7%
1Q01
N.A.
5%
10%
6%
0%
1%
N.A.
N.A.
N.A.
N.A.
9%
N.A.
11%
5%
12%
12%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
7%
13%
4%
1%
N.A.
5%
3%
N.A.
11%
N.A.
23%
N.A.
6%
1%
7%
2%
9%
4%
N.A.
3%
0%
N.A.
8%
N.A.
N.A.
8%
2Q01
N.A.
5%
10%
7%
1%
1%
N.A.
N.A.
N.A.
N.A.
9%
N.A.
12%
5%
12%
12%
N.A.
N.A.
N.A.
N.A.
8%
N.A.
7%
15%
4%
1%
N.A.
6%
4%
N.A.
11%
N.A.
24%
N.A.
6%
1%
8%
3%
10%
4%
N.A.
3%
0%
N.A.
9%
N.A.
N.A.
8%
3Q01
N.A.
6%
10%
8%
1%
1%
N.A.
N.A.
N.A.
10%
9%
N.A.
12%
7%
12%
12%
N.A.
N.A.
N.A.
N.A.
9%
N.A.
8%
16%
4%
2%
N.A.
6%
4%
N.A.
12%
N.A.
25%
N.A.
6%
1%
10%
3%
10%
4%
9%
3%
1%
N.A.
10%
N.A.
1%
9%
4Q01
N.A.
6%
10%
8%
1%
1%
N.A.
1%
N.A.
11%
10%
N.A.
12%
8%
13%
12%
N.A.
N.A.
N.A.
10%
11%
N.A.
9%
17%
5%
2%
N.A.
7%
4%
N.A.
13%
N.A.
29%
N.A.
6%
1%
10%
3%
10%
5%
10%
4%
1%
N.A.
13%
N.A.
1%
8%
1Q02
N.A.
7%
11%
11%
2%
1%
N.A.
1%
N.A.
12%
10%
4%
12%
9%
14%
13%
N.A.
7%
N.A.
10%
12%
5%
11%
18%
6%
4%
N.A.
7%
5%
N.A.
14%
N.A.
36%
10%
6%
3%
10%
3%
11%
5%
12%
3%
1%
N.A.
13%
N.A.
3%
8%
2Q02
N.A.
8%
10%
12%
2%
1%
N.A.
2%
N.A.
12%
11%
4%
11%
9%
15%
13%
0%
9%
2%
10%
12%
6%
9%
19%
7%
5%
N.A.
8%
5%
N.A.
12%
N.A.
37%
10%
7%
4%
11%
3%
11%
5%
12%
3%
1%
10%
14%
N.A.
5%
9%
3Q02
N.A.
9%
10%
12%
2%
1%
N.A.
3%
N.A.
12%
11%
3%
12%
9%
15%
12%
N.A.
9%
2%
12%
14%
6%
10%
20%
8%
6%
1%
8%
6%
N.A.
14%
N.A.
37%
9%
7%
4%
12%
3%
11%
6%
12%
4%
1%
10%
14%
N.A.
7%
9%
4Q02
N.A.
10%
11%
13%
2%
2%
N.A.
4%
N.A.
12%
11%
4%
12%
10%
17%
12%
N.A.
10%
3%
13%
16%
6%
11%
20%
9%
7%
2%
8%
6%
N.A.
15%
N.A.
37%
10%
8%
5%
13%
3%
11%
6%
12%
4%
1%
12%
15%
N.A.
10%
10%
1Q03
N.A.
12%
11%
14%
2%
2%
N.A.
5%
N.A.
12%
12%
4%
12%
10%
17%
13%
N.A.
11%
3%
16%
17%
7%
12%
22%
10%
10%
3%
9%
7%
N.A.
16%
N.A.
35%
12%
8%
7%
15%
3%
12%
6%
11%
4%
3%
12%
17%
N.A.
12%
10%
2Q03
N.A.
12%
11%
15%
3%
2%
N.A.
6%
N.A.
12%
12%
5%
12%
11%
16%
13%
5%
11%
3%
18%
16%
7%
12%
23%
10%
11%
4%
10%
7%
N.A.
16%
N.A.
37%
13%
8%
8%
15%
3%
12%
6%
11%
4%
2%
11%
16%
1%
14%
9%
3Q03
N.A.
13%
11%
15%
3%
3%
N.A.
6%
N.A.
13%
12%
5%
12%
11%
17%
13%
8%
11%
3%
18%
18%
6%
12%
24%
12%
11%
5%
10%
8%
N.A.
17%
N.A.
35%
12%
8%
10%
15%
4%
12%
6%
11%
4%
2%
11%
16%
2%
14%
10%
4Q03
N.A.
13%
12%
15%
3%
3%
N.A.
7%
N.A.
13%
12%
5%
12%
12%
18%
13%
8%
12%
3%
19%
21%
7%
13%
24%
13%
14%
5%
11%
9%
N.A.
18%
N.A.
35%
15%
8%
10%
15%
4%
12%
6%
12%
4%
2%
14%
18%
3%
15%
11%
1Q04
N.A.
13%
11%
16%
3%
4%
N.A.
10%
N.A.
16%
13%
5%
12%
13%
18%
14%
8%
13%
4%
20%
17%
7%
14%
25%
12%
14%
5%
12%
10%
N.A.
17%
N.A.
40%
15%
9%
12%
16%
4%
13%
7%
16%
4%
3%
12%
19%
3%
15%
11%
2Q04
N.A.
14%
11%
16%
4%
4%
N.A.
12%
N.A.
16%
13%
4%
12%
12%
17%
14%
8%
12%
5%
22%
22%
8%
13%
25%
13%
14%
6%
12%
10%
N.A.
17%
N.A.
41%
14%
8%
11%
17%
4%
13%
7%
14%
5%
2%
11%
18%
4%
16%
12%
3Q04
N.A.
13%
11%
16%
4%
5%
N.A.
14%
N.A.
16%
13%
3%
13%
13%
17%
13%
9%
12%
7%
21%
19%
7%
14%
25%
14%
14%
6%
13%
12%
N.A.
17%
N.A.
44%
13%
9%
12%
18%
5%
12%
7%
15%
5%
2%
11%
19%
4%
16%
13%
4Q04
N.A.
13%
12%
16%
5%
7%
N.A.
18%
N.A.
16%
13%
4%
13%
13%
18%
13%
9%
12%
9%
22%
21%
8%
14%
24%
15%
14%
7%
13%
12%
N.A.
18%
N.A.
36%
15%
10%
13%
18%
5%
14%
7%
16%
5%
3%
15%
20%
6%
12%
14%
1Q05
N.A.
14%
14%
16%
6%
7%
N.A.
19%
N.A.
17%
13%
6%
13%
14%
18%
14%
9%
13%
9%
27%
21%
7%
15%
25%
16%
15%
7%
14%
13%
N.A.
18%
N.A.
36%
20%
10%
14%
19%
5%
14%
7%
17%
6%
3%
12%
21%
7%
15%
15%
Source: ML estimates.* Weighted by subscribers due to incomplete historical revenue figures for certain countries. Average calculation excludes countries for which data is not available.
49
0%
50
3%
5%
Poland
10%
14%
14%
14%
14%
Austria
Spain
Greece
Russia
Source: ML estimates.* Weighted by subscribers due to incomplete historical revenue figures for certain countries. Average calculation excludes countries for which data is not available.
7%
Israel
Mexico
6%
Egypt
Thailand
5%
6%
Brazil
South Africa
6%
Taiwan
7%
7%
Canada
US
7%
7%
Sweden
Hong Kong
India
Portugal
Turkey
9%
9%
12%
13%
13%
Denmark
Hungary
13%
Finland
13%
14%
Australia
New Zealand
14%
14%
France
Netherlands
15%
Malaysia
15%
Italy
Venezuela
16%
Korea
15%
16%
17%
Czech
Belgium
17%
Switzerland
18%
18%
Germany
Norway
19%
China
Singapore
20%
21%
10%
UK
15%
21%
19%
20%
Ireland
Japan
Indonesia
Philippines
25%
27%
36%
35%
30%
25%
1Q00
2.558
3.890
1.882
1.391
4.636
2.869
0.743
16.227
N.A .
0.773
0.947
0.800
1.551
10.871
12.520
1.911
2.178
0.962
0.637
N.A .
N.A .
2.660
11.568
50.467
9.775
1.269
2.825
2.867
N.A .
N.A .
1.210
N.A .
0.775
1.620
1.729
1.312
0.630
2.596
6.534
2.209
N.A .
N.A .
0.909
N.A .
12.859
54.546
1.787
237.5
2Q00
2.639
3.872
1.952
1.516
4.856
3.078
0.724
17.010
N.A .
1.025
0.929
0.841
1.609
10.454
12.873
1.892
2.312
0.996
0.726
N.A .
N.A .
2.811
12.066
53.174
10.370
1.371
3.213
2.985
N.A .
N.A .
1.291
N.A .
0.947
1.854
1.854
1.367
0.666
2.642
7.015
2.257
N.A .
4.935
0.967
N.A .
13.670
61.133
1.681
257.6
3Q00
2.733
4.017
2.057
1.577
4.985
3.339
0.743
19.360
N.A .
1.273
0.953
0.841
1.569
10.757
14.373
1.917
2.365
1.007
0.830
N.A .
N.A .
3.382
11.860
55.026
10.584
1.489
3.001
3.052
N.A .
N.A .
1.356
N.A .
0.955
2.107
2.001
1.342
0.738
2.605
7.557
2.324
N.A .
5.053
0.949
N.A .
14.109
65.593
1.781
271.6
4Q00
2.847
3.900
2.108
1.591
5.105
3.377
0.803
22.961
N.A .
1.421
0.937
0.839
1.558
12.024
13.944
1.930
2.440
0.977
0.971
N.A .
N.A .
2.988
12.107
54.660
10.496
1.573
3.571
3.173
N.A .
N.A .
1.288
N.A .
1.183
2.267
2.179
1.456
0.836
2.457
7.814
2.293
N.A .
4.978
1.083
N.A .
15.364
66.182
1.787
279.5
1Q01
2.756
3.989
2.034
2.214
5.788
3.267
0.899
19.793
0.496
1.532
1.062
0.840
1.604
11.730
13.626
1.766
2.375
0.965
1.129
0.726
N.A .
2.887
12.223
52.718
9.545
1.689
4.064
3.168
N.A .
N.A .
1.349
N.A .
0.951
2.470
2.174
1.387
0.973
2.406
8.203
1.982
2.725
4.948
1.190
2.915
15.132
69.381
1.606
284.7
2Q01
2.689
4.000
1.965
2.334
5.053
3.614
0.870
21.899
0.473
1.642
1.092
0.860
1.632
11.769
13.368
1.866
2.243
0.986
1.200
0.736
1.238
2.955
12.256
54.274
10.346
1.843
4.648
3.353
N.A .
N.A .
1.404
N.A .
1.083
2.646
2.292
1.807
1.033
2.594
7.968
2.003
2.605
4.884
1.280
2.364
14.528
74.784
2.086
296.6
3Q01
2.724
4.088
2.115
2.516
4.723
3.832
0.852
22.428
0.482
1.654
1.172
0.940
1.664
12.792
14.133
2.144
2.198
0.998
1.277
1.021
1.266
2.935
13.122
55.614
10.757
1.988
4.938
3.520
0.546
0.150
1.585
N.A .
1.227
2.872
2.541
2.355
1.176
2.408
8.903
2.160
2.810
4.988
1.434
2.611
15.824
78.867
2.092
312.4
4Q01
2.466
4.308
2.076
2.627
5.440
3.752
1.001
22.950
0.552
1.788
1.225
0.810
1.656
12.895
14.229
2.009
2.216
1.126
1.369
1.147
1.301
2.764
13.448
55.281
11.272
2.071
4.778
3.383
0.565
0.338
1.536
N.A .
1.389
2.795
2.584
2.417
1.111
1.833
8.540
2.107
3.026
4.978
1.559
2.314
16.161
78.498
2.203
313.9
1Q02
0.960
4.275
2.212
2.631
5.770
3.662
1.018
24.855
0.587
1.744
1.009
0.766
1.600
13.199
13.919
2.074
2.161
1.267
1.445
1.175
1.320
2.556
13.570
50.371
9.713
2.019
5.107
3.790
0.592
0.518
1.334
N.A .
1.527
N.A .
2.439
2.434
1.077
2.102
9.047
2.081
2.993
4.955
1.895
2.566
16.177
79.806
1.972
308.3
2Q02
0.635
4.723
2.311
2.924
5.856
4.171
1.030
25.710
0.606
1.800
1.225
0.826
1.763
14.140
15.507
2.557
2.247
1.383
1.494
1.354
1.436
2.523
15.085
54.033
11.211
2.002
5.123
4.201
0.660
0.714
1.561
N.A.
1.869
2.828
2.633
2.839
1.133
2.357
10.097
2.336
3.287
5.230
2.056
2.965
17.301
85.748
1.673
335.2
3Q02
0.615
4.767
2.597
3.132
4.847
4.316
0.962
26.756
0.587
1.889
1.327
0.971
1.846
16.068
17.486
3.152
2.243
1.591
1.565
1.589
1.593
2.557
17.392
59.005
12.373
1.961
5.264
4.893
0.682
0.845
1.808
N.A .
1.767
3.113
2.964
3.555
1.184
2.496
11.675
2.430
3.743
5.377
1.992
3.211
19.553
88.816
1.338
359.9
4Q02
0.705
5.065
2.747
3.133
4.482
4.326
1.059
27.062
0.593
2.000
1.384
0.959
1.869
16.302
17.753
2.894
2.344
1.751
1.804
1.809
1.623
2.487
16.718
59.942
12.825
2.056
5.477
4.943
0.765
0.924
1.771
N.A .
1.979
3.218
3.011
3.704
1.173
2.834
11.207
2.549
3.690
5.192
2.232
2.892
20.011
88.587
1.197
363.0
1Q03
0.790
5.137
2.832
3.332
4.656
4.452
1.049
28.857
0.813
2.060
1.400
0.939
1.915
19.533
18.848
3.144
2.061
1.845
2.115
1.731
1.765
2.412
17.665
59.893
12.259
2.215
5.631
5.295
0.859
1.045
1.816
N.A.
1.835
3.305
3.113
3.816
1.233
3.009
12.125
2.612
3.839
5.274
2.573
2.741
20.098
87.926
1.216
373.1
2Q03
0.987
5.782
3.186
3.761
6.012
5.157
1.086
30.069
0.674
2.148
1.597
0.933
2.100
21.247
21.024
3.616
1.987
1.906
2.310
2.051
1.942
2.678
20.546
61.069
12.827
2.326
5.945
6.096
0.913
1.255
1.949
N.A .
1.872
3.580
3.217
4.714
1.220
3.410
14.020
2.991
4.070
5.436
2.678
3.284
21.065
94.054
1.319
402.1
3Q03
1.031
6.142
3.263
3.762
6.253
5.797
1.206
31.247
0.685
2.171
1.621
1.052
2.061
22.280
22.104
3.933
1.982
2.112
2.891
2.331
2.043
2.994
21.624
63.292
13.291
2.428
6.143
6.234
0.976
1.412
1.901
N.A .
2.031
3.855
3.528
5.614
1.257
3.895
15.237
3.044
4.147
5.709
2.709
4.274
21.649
98.739
1.230
423.2
4Q03
1.134
7.071
3.461
4.221
6.859
6.175
1.267
32.134
0.827
2.238
1.743
1.051
2.304
23.451
22.979
4.063
2.076
2.313
3.497
2.504
2.204
2.871
22.582
68.348
13.524
2.769
6.257
6.611
1.103
1.714
1.885
N.A .
2.415
4.145
3.612
5.803
1.303
4.568
15.598
3.167
4.279
5.602
2.925
3.441
23.651
97.937
1.432
441.1
1Q04
1.283
7.468
3.836
4.540
6.715
6.050
1.265
33.547
0.806
2.437
1.863
1.153
2.359
25.025
23.559
4.222
2.035
2.321
4.047
2.775
2.359
2.869
23.522
68.056
13.472
2.860
6.821
6.872
1.253
2.164
2.044
N.A .
2.357
4.047
3.701
5.914
1.390
5.217
16.308
3.037
4.464
5.685
3.160
4.112
26.030
99.093
1.401
455.5
2Q04
1.360
7.129
3.772
4.505
6.740
6.425
1.190
35.864
0.973
2.557
1.814
1.236
2.287
25.276
23.871
4.550
2.092
2.419
4.914
2.812
2.367
2.942
23.677
65.949
14.241
2.916
7.112
6.878
1.187
2.650
2.184
N.A .
2.540
4.407
3.771
6.900
1.402
5.333
16.757
3.079
4.544
5.676
3.175
4.628
26.900
106.925
1.496
471.4
3Q04
1.601
7.697
4.063
4.602
7.310
7.214
1.356
35.411
1.127
2.728
1.888
1.365
2.307
26.733
25.443
5.040
2.104
2.523
5.420
3.084
2.501
3.125
25.910
66.690
14.501
2.961
7.542
7.025
1.337
3.189
2.288
N.A .
2.851
4.857
4.024
8.200
1.423
5.630
19.295
3.223
4.746
5.836
3.259
5.379
27.727
110.687
1.708
494.9
4Q04
2.096
8.632
4.365
4.954
8.600
7.679
1.614
36.976
1.268
2.689
2.050
1.453
2.522
28.107
26.816
4.874
2.185
2.549
6.318
3.717
2.679
3.071
27.724
67.107
15.767
3.133
8.240
7.362
1.469
3.878
2.448
N.A .
3.075
5.882
4.204
7.940
1.484
6.100
19.196
3.270
4.918
5.703
3.450
4.815
28.037
110.863
1.951
513.2
1Q05
2.143
4.750
4.439
4.987
8.688
7.545
1.492
38.142
1.564
2.653
2.146
1.560
2.244
28.179
26.248
4.743
2.206
2.547
6.926
3.586
2.690
2.978
27.789
68.692
16.607
3.241
8.551
7.585
1.490
4.429
2.380
N.A .
3.270
5.617
4.021
7.829
1.504
6.648
19.352
3.038
4.880
5.568
3.671
4.892
29.435
114.349
1.886
519.2
Source: ML estimates based on country average ARPU as of the most recent quarter and average subscribers over the past year.
51
0.0
52
Source: ML estimates based on country average ARPU as of the most recent quarter and average subscribers over the past year.
Egypt
Chile
New Zealand
1.6
Colombia
Singapore
2.1
1.9
2.2
2.1
Denmark
Argentina
2.2
Finland
Hong Kong
Venezuela
2.5
2.4
Norway
2.7
Czech
Hungary
3.0
2.7
3.0
Sweden
Ireland
3.2
Malaysia
Israel
3.6
3.3
Indonesia
Philippines
4.0
3.7
Portugal
Thailand
4.4
Nigeria
4.7
4.4
Greece
Austria
4.9
4.8
Turkey
Australia
4.9
Belgium
Switzerland
5.6
5.0
Taiwan
5.6
6.6
South Africa
Poland
7.5
6.9
Netherlands
India
7.6
Russia
Canada
8.6
7.8
Mexico
8.7
Brazil
Korea
Spain
Germany
16.6
26.2
28.2
27.8
29.4
Italy
19.4
20.0
France
UK
38.1
40.0
China
Japan
68.7
114.3
120.0
US
100.0
80.0
60.0
1Q00
1.8%
19.1%
53.4%
51.6%
N.A.
21.5%
N.A.
N.A.
N.A.
57.3%
44.1%
N.A.
84.5%
58.4%
39.9%
23.0%
7.5%
59.8%
53.3%
N.A.
N.A.
N.A.
34.7%
10.7%
N.A.
10.6%
89.9%
54.2%
37.3%
N.A.
15.1%
N.A.
N.A.
39.0%
41.1%
N.A.
37.3%
40.0%
64.9%
14.2%
N.A.
N.A.
30.3%
N.A.
46.7%
26.0%
12.9%
34.1%
2Q00
8.2%
19.5%
45.8%
60.3%
31.3%
22.1%
145.3%
N.A.
N.A.
84.9%
32.7%
N.A.
21.3%
41.6%
32.0%
22.5%
7.5%
43.6%
73.4%
N.A.
N.A.
N.A.
32.5%
15.4%
N.A.
16.8%
92.3%
45.5%
32.3%
N.A.
21.1%
N.A.
N.A.
42.5%
45.7%
N.A.
37.6%
35.9%
70.2%
8.1%
N.A.
N.A.
40.4%
N.A.
49.8%
28.9%
-5.1%
34.6%
3Q00
10.6%
21.2%
41.7%
61.7%
22.5%
23.8%
94.7%
N.A.
N.A.
100.7%
24.2%
N.A.
14.5%
35.8%
42.9%
18.8%
0.8%
40.6%
92.7%
N.A.
N.A.
25.1%
24.6%
15.2%
N.A.
24.1%
61.2%
36.0%
29.2%
N.A.
16.0%
N.A.
N.A.
40.2%
41.4%
N.A.
40.9%
27.9%
71.2%
16.1%
N.A.
N.A.
39.4%
N.A.
45.6%
27.2%
0.4%
32.6%
4Q00
13.6%
18.1%
28.1%
41.1%
27.6%
24.9%
94.7%
47.2%
N.A.
107.5%
22.3%
49.0%
10.1%
28.9%
25.3%
12.0%
0.9%
25.1%
94.0%
N.A.
N.A.
4.9%
16.8%
15.1%
N.A.
28.5%
58.6%
29.8%
22.9%
N.A.
15.4%
N.A.
N.A.
39.7%
50.4%
-16.0%
46.5%
15.5%
57.8%
18.1%
N.A.
N.A.
50.9%
N.A.
39.9%
26.8%
-5.7%
31.1%
1Q01
7.7%
21.7%
16.5%
71.6%
42.0%
21.5%
21.0%
22.0%
N.A.
98.0%
20.2%
19.1%
11.5%
16.3%
17.3%
-0.4%
9.1%
4.6%
89.4%
N.A.
N.A.
8.6%
13.9%
15.2%
10.5%
33.1%
46.2%
19.1%
13.5%
N.A.
20.4%
N.A.
31.5%
44.9%
35.6%
5.7%
59.4%
12.8%
35.4%
1.5%
N.A.
N.A.
55.8%
N.A.
29.8%
27.2%
-10.1%
23.7%
2Q01
1.9%
18.0%
11.3%
70.1%
32.0%
21.2%
20.1%
28.7%
N.A.
60.3%
25.8%
14.8%
12.1%
24.5%
14.8%
9.0%
-3.0%
-1.0%
74.1%
N.A.
N.A.
5.1%
12.3%
17.4%
16.8%
34.4%
40.2%
24.2%
14.8%
N.A.
13.6%
N.A.
38.8%
32.1%
36.7%
32.2%
63.4%
15.7%
25.6%
4.6%
N.A.
10.7%
52.7%
N.A.
16.6%
22.3%
24.0%
22.5%
3Q01
-0.3%
13.5%
7.2%
66.3%
32.9%
21.1%
14.6%
15.8%
N.A.
29.9%
24.9%
25.7%
10.6%
24.0%
2.5%
16.6%
-7.1%
-0.8%
60.2%
N.A.
N.A.
-13.2%
15.3%
14.4%
18.0%
33.5%
52.4%
20.3%
14.3%
N.A.
17.4%
N.A.
42.5%
32.8%
32.4%
75.5%
63.0%
13.6%
22.8%
5.8%
N.A.
8.9%
58.9%
N.A.
16.0%
20.2%
17.5%
19.4%
4Q01
-13.4%
15.2%
2.2%
71.2%
37.7%
15.7%
24.7%
-0.1%
N.A.
25.8%
27.0%
14.6%
10.2%
11.2%
5.8%
8.0%
-9.2%
15.7%
44.9%
N.A.
N.A.
-7.5%
15.2%
13.9%
19.1%
31.6%
26.0%
10.6%
11.8%
N.A.
14.8%
N.A.
37.3%
26.2%
22.9%
66.0%
39.2%
21.6%
13.3%
-1.8%
N.A.
1.1%
46.7%
N.A.
7.7%
18.6%
23.3%
14.1%
1Q02
-29.1%
9.3%
12.8%
23.2%
17.7%
14.4%
13.2%
25.6%
18.5%
3.5%
-0.3%
8.4%
3.4%
16.7%
5.9%
21.8%
-9.0%
34.0%
33.4%
46.0%
N.A.
-11.5%
14.7%
7.2%
5.6%
19.5%
19.8%
23.7%
12.2%
N.A.
-0.8%
N.A.
66.1%
16.6%
15.9%
75.5%
15.9%
23.6%
14.0%
12.6%
11.2%
6.8%
53.9%
-12.0%
8.9%
15.0%
22.8%
16.1%
2Q02
-22.6%
10.3%
10.6%
17.8%
26.5%
15.1%
18.4%
17.4%
28.1%
-1.3%
6.2%
13.3%
1.6%
13.0%
9.1%
28.9%
0.2%
35.7%
29.5%
47.2%
9.1%
-14.6%
15.8%
3.0%
5.5%
8.6%
13.1%
17.8%
11.9%
N.A.
-0.7%
N.A.
65.9%
21.5%
8.0%
57.1%
8.8%
19.6%
19.2%
11.4%
14.7%
7.4%
47.5%
25.4%
14.6%
14.7%
-19.8%
15.4%
3Q02
-18.2%
9.4%
9.9%
11.4%
25.8%
12.1%
12.9%
19.3%
21.8%
-0.9%
2.2%
22.6%
-0.8%
12.4%
10.7%
31.5%
2.0%
37.5%
24.4%
43.4%
12.5%
-12.9%
18.6%
3.9%
6.4%
-1.4%
15.8%
24.3%
11.3%
461.9%
-4.5%
N.A.
44.6%
20.7%
4.3%
51.0%
-0.6%
22.4%
17.3%
6.2%
17.2%
7.2%
36.0%
23.0%
15.2%
12.6%
-36.0%
15.8%
4Q02
1.6%
7.8%
16.3%
4.9%
18.7%
13.5%
5.8%
17.8%
7.4%
-7.3%
0.7%
18.7%
-0.8%
11.2%
9.7%
26.6%
5.8%
27.4%
31.8%
41.2%
9.7%
-10.0%
9.3%
4.6%
7.4%
-0.7%
26.3%
28.5%
12.8%
173.0%
-5.3%
N.A.
41.9%
23.3%
2.5%
53.3%
2.0%
22.6%
15.4%
3.8%
8.2%
8.2%
39.9%
24.9%
14.1%
12.9%
-45.7%
14.9%
1Q03
27.8%
5.2%
4.6%
3.5%
18.4%
15.5%
3.1%
16.0%
38.4%
-3.4%
13.3%
38.0%
-2.2%
21.0%
10.7%
23.9%
-4.7%
18.5%
44.0%
40.3%
9.3%
-5.6%
6.8%
6.9%
14.8%
9.7%
28.1%
14.6%
12.3%
101.6%
7.8%
N.A.
21.1%
19.6%
4.7%
56.8%
9.0%
22.2%
9.9%
2.8%
4.4%
4.6%
33.2%
6.8%
8.4%
10.2%
-38.3%
14.2%
2Q03
35.1%
5.3%
11.3%
3.9%
22.7%
13.9%
5.4%
16.9%
11.2%
-0.7%
5.3%
44.9%
-3.8%
21.3%
9.5%
14.2%
-11.6%
20.5%
48.4%
40.4%
9.2%
6.2%
10.0%
6.8%
8.9%
16.2%
29.9%
17.2%
12.7%
75.8%
6.7%
N.A.
2.3%
19.4%
-1.3%
66.0%
4.7%
23.1%
12.1%
3.3%
4.0%
3.4%
32.5%
10.8%
10.6%
9.7%
-21.2%
14.9%
3Q03
33.3%
7.0%
9.8%
5.0%
21.1%
16.2%
25.4%
16.7%
16.8%
-0.4%
6.8%
42.6%
-2.4%
21.2%
10.5%
9.0%
-11.6%
21.5%
72.9%
38.5%
12.1%
17.1%
8.6%
5.8%
5.5%
23.8%
24.3%
11.3%
15.4%
67.2%
2.4%
N.A.
14.9%
14.8%
4.0%
57.9%
6.2%
23.6%
14.0%
2.3%
2.2%
6.3%
32.6%
33.1%
6.5%
11.2%
-8.1%
16.2%
4Q03
31.2%
8.8%
5.8%
13.1%
23.6%
18.1%
19.6%
18.7%
39.5%
1.9%
5.9%
45.9%
3.5%
20.8%
8.7%
17.9%
-11.4%
19.4%
83.8%
30.7%
14.0%
15.5%
13.4%
4.0%
2.0%
34.7%
23.4%
12.3%
14.7%
85.6%
0.6%
N.A.
22.1%
16.6%
0.7%
56.7%
8.5%
26.9%
16.9%
3.4%
3.2%
6.8%
28.2%
19.0%
8.8%
10.6%
19.6%
17.6%
1Q04
46.8%
12.8%
16.3%
17.0%
19.6%
17.9%
20.5%
16.3%
-0.8%
9.5%
14.5%
46.2%
5.8%
10.0%
7.3%
15.2%
-1.3%
14.0%
80.9%
51.3%
14.7%
19.0%
14.3%
2.0%
7.4%
29.1%
27.6%
11.4%
19.0%
107.0%
10.1%
N.A.
28.4%
17.5%
2.0%
55.0%
9.4%
25.9%
15.4%
-0.1%
6.3%
7.9%
21.6%
50.0%
14.5%
12.7%
15.2%
18.7%
2Q04
43.1%
10.8%
11.6%
12.9%
14.5%
18.4%
9.6%
19.3%
44.3%
5.1%
7.3%
39.0%
2.7%
12.2%
7.1%
18.6%
5.3%
13.5%
103.2%
37.1%
14.9%
9.9%
8.7%
-1.1%
6.7%
25.4%
28.5%
6.4%
17.0%
111.1%
9.8%
N.A.
35.7%
16.9%
10.5%
46.4%
11.6%
20.6%
12.7%
-2.9%
7.0%
4.4%
18.6%
40.9%
13.7%
13.7%
13.4%
19.1%
3Q04
60.6%
13.5%
14.7%
12.7%
18.8%
16.1%
12.5%
13.3%
64.5%
5.8%
7.4%
32.5%
3.1%
10.5%
6.0%
18.1%
6.2%
8.3%
87.5%
32.3%
12.7%
4.4%
10.4%
-1.5%
7.2%
21.9%
30.4%
3.8%
17.8%
125.8%
12.8%
N.A.
40.4%
16.0%
5.1%
46.0%
9.9%
19.2%
16.7%
-2.6%
5.1%
2.2%
20.3%
25.9%
13.5%
12.1%
38.9%
18.0%
4Q04
84.4%
13.2%
15.8%
7.8%
19.2%
16.5%
27.4%
15.1%
53.3%
5.3%
8.0%
38.5%
0.5%
10.0%
7.2%
10.2%
5.2%
5.9%
78.1%
48.5%
11.6%
7.0%
12.7%
-4.6%
7.8%
13.1%
32.2%
2.3%
16.7%
126.2%
18.7%
N.A.
27.3%
20.4%
6.9%
36.8%
9.7%
18.4%
13.0%
-5.2%
4.1%
1.3%
18.0%
39.9%
8.5%
13.2%
36.3%
18.6%
1Q05
69.1%
11.6%
10.3%
4.7%
23.0%
15.2%
18.0%
13.7%
93.9%
5.4%
9.7%
33.5%
-9.3%
7.3%
6.2%
7.1%
8.4%
9.6%
65.8%
29.2%
8.6%
3.8%
12.6%
-1.3%
7.4%
13.3%
25.9%
5.2%
11.4%
104.7%
5.9%
N.A.
38.7%
12.1%
3.5%
32.4%
4.1%
22.4%
13.1%
-5.8%
3.3%
-2.1%
16.2%
19.0%
10.8%
15.4%
34.6%
17.6%
Source: ML estimates based on country average ARPU as of the most recent quarter and average subscribers over the past year.
53
-20%
54
Source: ML estimates based on country average ARPU as of the most recent quarter and average subscribers over the past year.
-9%
-6%
-2%
Sweden
Taiwan
4%
3%
Portugal
Switzerland
-1%
4%
Israel
Japan
5%
4%
Belgium
Singapore
5%
5%
Czech
6%
Norway
Netherlands
7%
6%
Greece
Germany
7%
France
8%
7%
Korea
Hong Kong
10%
Hungary
9%
10%
Denmark
Ireland
11%
10%
UK
Austria
12%
11%
Poland
Australia
12%
Italy
New Zealand
13%
13%
Spain
14%
13%
Canada
China
15%
US
Malaysia
16%
15%
Thailand
18%
Chile
22%
19%
Turkey
39%
34%
35%
32%
29%
26%
South Africa
0%
23%
20%
Brazil
Mexico
Indonesia
Russia
Egypt
Venezuela
40%
Philippines
India
Argentina
66%
69%
94%
100%
Colombia
Nigeria
105%
80%
60%
0%
Nigeria
2.5%
2.5%
Greece
Poland
1.8%
Australia
Canada
0.9%
0.9%
US
Sweden
1.0%
1.0%
Germany
Denmark
1.0%
Norway
1.1%
1.3%
India
Finland
1.3%
Russia
1.3%
1.4%
Netherlands
Mexico
1.4%
1.4%
1.5%
1.4%
Argentina
Switzerland
UK
1.5%
France
Hong Kong
1.5%
1.5%
Brazil
1.5%
1.5%
Japan
Belgium
1.5%
Turkey
Singapore
1.6%
1.5%
Ireland
1.6%
Austria
New Zealand
1.7%
1.6%
Colombia
Indonesia
1.7%
1.7%
Italy
2.3%
2.1%
2.0%
1.8%
Chile
Venezuela
Taiwan
Egypt
Spain
Thailand
2.4%
2.5%
China
2.5%
Korea
2.5%
Hungary
Portugal
2.6%
2.6%
1%
Israel
2%
Czech
2.9%
3%
Malaysia
South Africa
3.8%
3.9%
4%
Philippines
6.6%
7%
6%
5%
Source: ML estimates based on country average ARPU as of the most recent quarter and average subscribers over the past year. GDP from World Bank as of year end 2002.
55
56
Israel
0
75
84
154
Belgium
Source: ML estimates based on country average ARPU as of the most recent quarter and average subscribers over the past year. GDP from World Bank as of year end 2002.
18
17
India
Egypt
25
Turkey
Venezuela
35
32
Brazil
40
Colombia
Mexico
47
44
Poland
64
Chile
Argentina
66
65
Russia
South Africa
66
Germany
Thailand
China
70
99
Switzerland
Czech
99
117
109
104
Hungary
Japan
Malaysia
New Zealand
125
Netherlands
Portugal
131
129
Austria
125
132
Spain
Greece
137
135
Sweden
137
Australia
Italy
148
146
Denmark
UK
167
50
France
100
170
150
Canada
Norway
182
187
200
Taiwan
Ireland
Korea
Finland
Singapore
204
229
255
273
324
407
397
400
US
Hong Kong
450
350
300
250
n Korea................................................................................................. 106
n Australia..............................................................................................60
n Malaysia............................................................................................ 108
n Austria.................................................................................................62
n Belgium ...............................................................................................64
n Netherlands...................................................................................... 112
n Brazil ...................................................................................................66
n Canada ................................................................................................68
n Chile ....................................................................................................70
n Norway.............................................................................................. 118
n China ...................................................................................................72
n Pakistan............................................................................................ 120
n Colombia.............................................................................................74
n Poland............................................................................................... 124
n Denmark..............................................................................................78
n Egypt ...................................................................................................80
n Finland ................................................................................................82
n France .................................................................................................84
n Germany..............................................................................................86
n Greece .................................................................................................88
n Hong Kong..........................................................................................90
n Switzerland....................................................................................... 138
n Hungary...............................................................................................92
n India.....................................................................................................94
n Thailand............................................................................................ 142
n Indonesia ............................................................................................96
n Turkey............................................................................................... 144
n Ireland .................................................................................................98
n Israel..................................................................................................100
n Italy ....................................................................................................102
n Japan.................................................................................................104
57
1Q00
13.3%
1.1%
2Q00
14.4%
1.1%
3Q00
15.9%
1.5%
4Q00
17.2%
1.3%
1Q01
18.2%
1.0%
2Q01
18.4%
0.2%
3Q01
18.6%
0.2%
4Q01
17.5%
-1.1%
1Q02
16.8%
-0.6%
2Q02
16.6%
-0.2%
3Q02
16.4%
-0.2%
4Q02
16.5%
0.1%
1Q03
16.4%
-0.1%
2Q03
16.6%
0.2%
3Q03
17.5%
0.9%
4Q03
18.9%
1.4%
1Q04
20.7%
1.8%
2Q04
23.0%
2.3%
3Q04
26.5%
3.5%
4Q04
33.0%
6.5%
1Q05
36.7%
3.7%
1,469
1,221
1,286
839
4,815
N.A .
57.4%
1,643
1,371
1,415
905
5,334
N.A .
59.1%
1,848
1,564
1,546
947
5,905
N.A .
56.4%
2,058
1,757
1,608
981
6,403
N.A .
45.7%
2,163
1,851
1,683
1,102
6,799
N.A .
41.2%
2,180
1,860
1,732
1,121
6,894
N.A .
29.2%
2,194
1,869
1,732
1,172
6,967
N.A .
18.0%
2,136
1,769
1,588
1,099
6,592
N.A.
2.9%
2,108
1,696
1,509
1,055
6,368
N.A .
-6.3%
2,116
1,660
1,392
1,127
6,295
N.A .
-8.7%
2,152
1,600
1,338
1,146
6,236
N.A .
-10.5%
2,191
1,617
1,320
1,166
6,294
N.A .
-4.5%
2,235
1,547
1,325
1,190
6,297
N.A.
-1.1%
2,254
1,608
1,336
1,200
6,398
N.A .
1.6%
2,425
1,689
1,391
1,248
6,753
N.A .
8.3%
2,603
1,824
1,487
1,411
7,325
73.8%
16.4%
2,852
1,970
1,596
1,615
8,033
76.4%
27.6%
3,101
2,189
1,650
2,015
8,955
76.2%
40.0%
3,375
2,606
1,800
2,573
10,354
74.2%
53.3%
3,835
3,370
2,150
3,587
12,942
74.4%
76.7%
4,223
6,155
N.A.
4,091
14,469
70.8%
80.1%
30.5%
25.4%
26.7%
17.4%
100.0%
30.8%
25.7%
26.5%
17.0%
100.0%
31.3%
26.5%
26.2%
16.0%
100.0%
32.1%
27.4%
25.1%
15.3%
100.0%
31.8%
27.2%
24.8%
16.2%
100.0%
31.6%
27.0%
25.1%
16.3%
100.0%
31.5%
26.8%
24.9%
16.8%
100.0%
32.4%
26.8%
24.1%
16.7%
100.0%
33.1%
26.6%
23.7%
16.6%
100.0%
33.6%
26.4%
22.1%
17.9%
100.0%
34.5%
25.7%
21.5%
18.4%
100.0%
34.8%
25.7%
21.0%
18.5%
100.0%
35.5%
24.6%
21.0%
18.9%
100.0%
35.2%
25.1%
20.9%
18.8%
100.0%
35.9%
25.0%
20.6%
18.5%
100.0%
35.5%
24.9%
20.3%
19.3%
100.0%
35.5%
24.5%
19.9%
20.1%
100.0%
34.6%
24.4%
18.4%
22.5%
100.0%
32.6%
25.2%
17.4%
24.9%
100.0%
29.6%
26.0%
16.6%
27.7%
100.0%
29.2%
42.5%
N.A.
28.3%
100.0%
157
170
65
29
421
124.2%
174
150
129
66
519
76.1%
205
193
131
42
571
35.2%
210
192
62
34
498
-19.4%
105
94
75
121
396
-6.1%
17
9
49
19
95
-81.8%
14
9
0
51
74
-87.1%
(58)
(100)
(145)
(73)
(376)
N.M.
(28)
(73)
(78)
(44)
(223)
N.M.
8
(36)
(117)
72
(73)
N.M.
36
(60)
(54)
19
(59)
N.M.
39
17
(18)
21
58
N.M.
44
(70)
5
23
2
N.M.
19
61
11
10
101
N.M.
171
81
55
48
355
N.M.
178
135
96
163
572
881.1%
249
146
109
204
708
N.M.
249
219
54
400
922
810.9%
274
417
150
558
1,399
294.1%
460
764
350
1,014
2,588
352.4%
388
2,785
(2,150)
504
1,527
115.7%
37%
40%
15%
7%
100%
33%
29%
25%
13%
100%
36%
34%
23%
7%
100%
42%
39%
12%
7%
100%
27%
24%
19%
31%
100%
18%
10%
52%
20%
100%
19%
12%
0%
69%
100%
N.M.
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
N.M.
100%
67%
29%
-32%
36%
100%
N.M.
N.M.
N.M.
N.M.
100%
19%
60%
11%
10%
100%
48%
23%
15%
14%
100%
31%
24%
17%
28%
100%
35%
21%
15%
29%
100%
27%
24%
6%
43%
100%
20%
30%
11%
40%
100%
18%
30%
14%
39%
100%
25%
182%
-141%
33%
100%
1.4%
2.0%
2.0%
3.6%
2.1%
1.0%
2.0%
2.0%
3.6%
2.0%
1.1%
2.0%
2.0%
3.9%
2.0%
0.9%
2.0%
2.0%
3.7%
1.9%
0.9%
2.0%
2.0%
3.1%
1.8%
1.2%
2.0%
2.0%
2.3%
1.8%
1.2%
2.0%
2.0%
2.2%
1.8%
1.2%
2.0%
2.2%
1.8%
1.8%
N.A .
N.A .
N.A .
N.A .
3.0%
N.A .
N.A .
N.A .
N.A .
3.0%
N.A .
N.A .
N.A .
N.A .
3.0%
N.A .
N.A .
N.A .
N.A .
3.0%
N.A.
N.A.
N.A.
N.A.
3.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
2.2%
2.2%
N.A .
N.A .
N.A .
1.7%
1.7%
N.A .
N.A .
N.A .
2.1%
2.1%
N.A .
N.A .
N.A .
1.8%
1.8%
N.A .
N.A .
N.A .
1.9%
1.9%
N.A.
N.A.
N.A.
2.7%
2.7%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
58
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
43.00
47.54
49.69
45.00
46.30
N.A .
N.A .
42.00
40.51
48.48
42.00
43.34
-31.6%
N.A .
38.00
34.75
46.43
45.00
40.53
-29.9%
N.A .
35.00
29.63
47.76
46.00
38.54
-24.6%
N.A .
30.00
31.88
39.58
42.00
34.80
-24.8%
N.A .
28.00
31.74
36.38
38.00
32.73
-24.5%
N.A .
28.00
31.74
36.38
38.00
32.75
-19.2%
N.A .
26.00
28.51
34.00
36.00
30.31
-21.4%
N.A.
22.00
24.70
27.55
28.50
25.13
-27.8%
N.A .
24.00
26.94
30.05
31.09
27.39
-16.3%
N.A .
26.00
29.19
32.55
33.68
29.65
-9.5%
N.A .
28.00
31.43
37.64
41.00
33.32
10.0%
N.A .
28.00
32.74
36.55
39.00
33.05
31.5%
N.A.
31.00
35.31
41.46
45.00
36.90
34.7%
N.A .
32.00
37.82
41.46
44.00
37.65
27.0%
N.A .
32.00
41.67
42.00
45.00
38.91
16.8%
N.A .
34.00
41.25
41.00
47.00
39.76
20.3%
N.A .
34.00
41.67
40.47
45.00
39.46
6.9%
N.A .
36.00
45.00
41.92
44.00
41.19
9.4%
N.A .
37.00
50.00
43.93
44.00
43.48
11.4%
N.A .
34.00
38.00
N.A.
41.00
37.66
-5.3%
N.A.
110
126
139
102
120
-24.0%
128
121
141
111
127
-9.0%
123
114
136
124
124
-11.8%
113
111
147
134
124
-8.5%
101
99
136
124
113
-6.1%
98
96
134
122
111
-12.8%
93
96
134
99
105
-15.4%
89
89
124
112
101
-18.4%
76
76
105
95
86
-23.8%
80
80
105
95
88
-20.2%
83
83
109
99
91
-13.0%
90
90
118
115
101
-0.9%
84
84
110
104
93
8.4%
91
91
119
129
104
18.0%
94
97
125
131
108
18.0%
97
106
133
145
116
15.3%
100
107
136
147
118
26.7%
100
113
140
150
122
17.0%
106
124
150
161
132
22.2%
111
128
156
169
139
19.8%
99
132
N.A.
149
127
7.7%
0.39
0.38
0.36
0.44
0.38
N.A .
0.640
1.8%
0.33
0.33
0.34
0.38
0.34
-24.9%
0.660
8.2%
0.31
0.30
0.34
0.36
0.33
-20.5%
0.683
10.6%
0.31
0.27
0.32
0.34
0.31
-17.6%
0.712
13.6%
0.30
0.32
0.29
0.34
0.31
-20.0%
0.689
7.7%
0.29
0.33
0.27
0.31
0.30
-13.4%
0.672
1.9%
0.30
0.33
0.27
0.38
0.31
-4.4%
0.681
-0.3%
0.29
0.32
0.28
0.32
0.30
-3.7%
0.616
-13.4%
0.29
0.32
0.26
0.30
0.29
-5.2%
0.488
-29.1%
0.30
0.34
0.29
0.33
0.31
4.9%
0.520
-22.6%
0.31
0.35
0.30
0.34
0.32
4.1%
0.557
-18.2%
0.31
0.35
0.32
0.36
0.33
11.0%
0.626
1.6%
0.33
0.39
0.33
0.38
0.35
21.4%
0.624
27.8%
0.34
0.39
0.35
0.35
0.35
14.2%
0.703
35.1%
0.34
0.39
0.33
0.34
0.35
7.6%
0.743
33.3%
0.33
0.39
0.31
0.31
0.34
1.2%
0.822
31.2%
0.34
0.39
0.28
0.32
0.34
-5.0%
0.916
46.8%
0.34
0.37
0.27
0.30
0.32
-8.6%
1.006
43.1%
0.34
0.36
0.26
0.27
0.31
-10.5%
1.193
60.6%
0.33
0.39
0.26
0.26
0.31
-7.0%
1.519
84.4%
0.34
0.29
N.A.
0.28
0.30
-12.1%
1.549
69.1%
35.4%
36.7%
N.A .
N.A .
35.9%
38.0%
5.7%
N.A .
N.A .
23.3%
42.4%
-8.1%
N.A .
N.A .
19.2%
43.6%
15.7%
N.A .
N.A .
30.8%
38.2%
13.7%
N.A .
N.A .
26.9%
42.0%
13.7%
N.A .
N.A .
29.0%
38.7%
25.0%
N.A .
N.A .
32.4%
39.6%
24.2%
N.A.
N.A.
32.6%
50.8%
24.2%
N.A .
N.A .
39.0%
48.5%
16.3%
N.A .
N.A .
34.3%
48.0%
31.1%
N.A .
N.A .
40.8%
55.0%
26.7%
N.A .
36.6%
41.5%
52.0%
32.0%
31.5%
35.2%
39.6%
55.0%
30.1%
33.3%
33.8%
40.2%
55.0%
27.9%
33.3%
31.3%
39.4%
50.0%
19.6%
30.3%
27.1%
34.0%
41.7%
22.7%
27.6%
16.8%
29.2%
39.9%
7.2%
26.4%
1.7%
20.8%
36.3%
-1.9%
24.0%
-3.6%
14.6%
34.8%
-12.5%
23.1%
-4.8%
9.6%
27.3%
11.9%
N.A.
12.2%
16.5%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
59
1Q00
41.5%
1.8%
2Q00
44.7%
3.2%
3Q00
48.3%
3.6%
4Q00
52.0%
3.7%
1Q01
57.2%
5.1%
2Q01
58.6%
1.4%
3Q01
59.3%
0.8%
4Q01
61.8%
2.5%
1Q02
63.0%
1.2%
2Q02
64.1%
1.1%
3Q02
65.5%
1.5%
4Q02
67.8%
2.2%
1Q03
70.4%
2.6%
2Q03
72.2%
1.8%
3Q03
74.4%
2.3%
4Q03
77.6%
3.1%
1Q04
78.6%
1.0%
2Q04
82.1%
3.5%
3Q04
84.5%
2.4%
4Q04
88.5%
4.1%
1Q05
89.7%
1.2%
3,897
2,592
1,440
N.A .
7,929
30.4%
33.7%
4,125
2,860
1,564
12
8,564
31.7%
34.8%
4,430
3,053
1,734
39
9,286
33.9%
35.4%
4,728
3,391
1,734
75
10,029
34.4%
32.7%
5,005
3,666
2,110
102
11,054
25.6%
39.4%
5,213
3,887
2,126
130
11,356
27.8%
32.6%
5,450
3,878
2,085
123
11,536
27.7%
24.2%
5,715
4,018
2,121
192
12,046
29.8%
20.1%
5,790
4,160
2,147
217
12,314
31.3%
11.4%
5,942
4,208
2,167
240
12,557
32.4%
10.6%
6,020
4,342
2,266
252
12,880
33.8%
11.6%
6,098
4,537
2,454
264
13,353
35.8%
10.8%
6,338
4,722
2,564
273
13,897
37.7%
12.9%
6,569
4,832
2,593
297
14,291
38.8%
13.8%
6,720
5,073
2,627
355
14,775
40.1%
14.7%
6,985
5,365
2,676
412
15,438
41.5%
15.6%
7,169
5,553
2,486
490
15,698
42.5%
13.0%
7,604
5,721
2,498
626
16,449
43.5%
15.1%
7,665
5,919
2,649
753
16,986
44.0%
15.0%
7,983
6,202
2,805
879
17,869
45.0%
15.7%
8,059
6,302
2,845
958
18,164
44.6%
15.7%
49.1%
32.7%
18.2%
N.A .
100.0%
48.2%
33.4%
18.3%
0.1%
100.0%
47.7%
32.9%
18.7%
0.4%
100.0%
47.1%
33.8%
17.3%
0.7%
100.0%
45.3%
33.2%
19.1%
0.9%
100.0%
45.9%
34.2%
18.7%
1.1%
100.0%
47.2%
33.6%
18.1%
1.1%
100.0%
47.4%
33.4%
17.6%
1.6%
100.0%
47.0%
33.8%
17.4%
1.8%
100.0%
47.3%
33.5%
17.3%
1.9%
100.0%
46.7%
33.7%
17.6%
2.0%
100.0%
45.7%
34.0%
18.4%
2.0%
100.0%
45.6%
34.0%
18.5%
2.0%
100.0%
46.0%
33.8%
18.1%
2.1%
100.0%
45.5%
34.3%
17.8%
2.4%
100.0%
45.2%
34.8%
17.3%
2.7%
100.0%
45.7%
35.4%
15.8%
3.1%
100.0%
46.2%
34.8%
15.2%
3.8%
100.0%
45.1%
34.8%
15.6%
4.4%
100.0%
44.7%
34.7%
15.7%
4.9%
100.0%
44.4%
34.7%
15.7%
5.3%
100.0%
128
133
110
N.A .
371
-16.5%
228
268
124
12
635
49.9%
305
193
170
27
722
43.5%
298
338
0
36
744
6.2%
277
276
376
27
1,025
176.2%
208
221
16
27
302
-52.5%
237
(9)
(41)
(7)
180
-75.1%
265
140
36
69
510
-31.4%
75
142
25
25
267
-73.9%
152
48
20
23
243
-19.3%
78
134
99
12
323
79.2%
78
195
188
12
473
-7.4%
240
185
110
9
544
103.8%
231
110
29
24
394
62.0%
151
241
34
57
483
49.8%
265
292
49
57
663
40.3%
184
188
(190)
78
260
-52.2%
435
168
12
136
751
90.5%
61
198
151
127
537
11.1%
318
283
156
126
883
33.1%
76
100
40
79
295
13.4%
35%
36%
30%
0%
100%
36%
42%
20%
2%
100%
42%
27%
24%
4%
100%
40%
45%
0%
5%
100%
27%
27%
37%
3%
100%
69%
73%
5%
9%
100%
132%
-5%
-23%
-4%
100%
52%
27%
7%
14%
100%
28%
53%
9%
9%
100%
62%
20%
8%
9%
100%
24%
42%
31%
4%
100%
16%
41%
40%
2%
100%
44%
34%
20%
2%
100%
59%
28%
7%
6%
100%
31%
50%
7%
12%
100%
40%
44%
7%
9%
100%
71%
72%
-73%
30%
100%
58%
22%
2%
18%
100%
11%
37%
28%
24%
100%
36%
32%
18%
14%
100%
26%
34%
14%
27%
100%
1.5%
2.0%
2.8%
N.A .
1.9%
1.5%
1.9%
2.8%
N.A .
1.8%
1.4%
1.8%
2.8%
0.1%
1.8%
1.4%
1.7%
2.8%
0.1%
1.7%
1.4%
1.5%
2.8%
3.6%
1.7%
1.4%
1.5%
2.8%
5.0%
1.7%
1.2%
2.0%
3.0%
3.6%
1.8%
1.2%
2.2%
3.0%
3.6%
1.9%
1.2%
2.2%
3.0%
2.3%
1.9%
1.2%
1.4%
3.0%
2.3%
1.6%
1.3%
1.4%
3.0%
2.3%
1.7%
1.4%
1.4%
3.0%
2.0%
1.7%
1.3%
1.4%
2.9%
1.9%
1.6%
1.2%
1.4%
2.9%
1.5%
1.6%
1.0%
1.4%
2.9%
1.2%
1.5%
1.3%
1.4%
2.8%
1.0%
1.6%
1.3%
1.4%
2.8%
1.1%
1.6%
1.7%
1.4%
2.8%
1.2%
1.7%
1.7%
1.4%
2.5%
1.3%
1.7%
1.7%
1.3%
2.2%
1.3%
1.6%
1.7%
1.5%
2.0%
1.3%
1.7%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
60
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
69.65
60.00
70.00
N.A .
66.56
-12.2%
1.0%
71.47
58.08
68.00
N.A .
66.36
-11.0%
2.0%
71.32
56.83
66.00
70.00
65.52
-10.3%
2.5%
68.61
54.84
63.00
75.02
62.95
-11.9%
3.5%
65.89
50.54
59.00
77.87
59.51
-10.6%
4.5%
65.39
48.10
56.00
59.45
57.65
-13.1%
5.1%
64.53
48.77
55.00
109.53
57.99
-11.5%
5.9%
64.97
51.93
56.00
87.81
59.40
-5.6%
6.3%
59.21
50.62
57.33
76.53
56.29
-5.4%
7.3%
60.94
51.86
56.67
68.49
57.31
-0.6%
8.3%
59.19
54.35
55.75
66.97
57.11
-1.5%
9.3%
58.23
58.26
54.00
63.92
57.58
-3.1%
10.3%
53.96
50.98
52.75
65.86
52.96
-5.9%
11.5%
54.96
50.87
50.58
78.32
53.27
-7.1%
11.9%
54.94
51.42
48.92
87.84
53.45
-6.4%
12.7%
56.51
51.93
48.25
91.14
54.41
-5.5%
13.1%
52.05
49.83
48.92
99.79
52.26
-1.3%
13.4%
51.45
48.25
50.08
93.79
51.74
-2.9%
13.5%
53.02
48.22
51.17
90.66
52.73
-1.4%
12.7%
53.21
48.18
51.17
99.07
53.40
-1.9%
13.3%
49.59
46.00
48.60
91.44
50.40
-3.6%
13.9%
192
163
136
N.A .
172
10.9%
196
160
136
N.A .
173
1.0%
190
160
136
N.A .
169
-2.2%
186
160
136
N.A .
165
-3.7%
182
160
136
512
166
-3.5%
176
160
136
484
167
-3.6%
148
160
136
464
153
-9.1%
150
161
137
434
156
-5.8%
138
180
137
352
156
-6.1%
138
176
137
312
154
-7.4%
142
190
138
296
160
4.5%
146
191
137
276
162
4.0%
138
191
137
258
158
1.4%
142
208
137
250
166
7.5%
148
209
139
249
170
5.8%
150
196
141
249
167
3.0%
146
181
143
240
161
1.7%
143
179
144
240
159
-3.8%
147
194
155
230
168
-0.9%
147
193
155
225
168
0.8%
136
185
165
235
163
1.3%
0.36
0.36
0.51
N.A .
0.38
-21.6%
1.546
19.1%
0.36
0.36
0.49
N.A .
0.38
-13.7%
1.642
19.5%
0.37
0.35
0.47
N.A .
0.38
-10.1%
1.754
21.2%
0.36
0.33
0.45
N.A .
0.37
-10.8%
1.824
18.1%
0.35
0.30
0.41
0.15
0.34
-10.6%
1.882
21.7%
0.35
0.28
0.39
0.11
0.33
-12.7%
1.938
18.0%
0.41
0.28
0.38
0.22
0.36
-6.1%
1.991
13.5%
0.41
0.30
0.38
0.19
0.36
-2.7%
2.101
15.2%
0.40
0.26
0.38
0.20
0.33
-2.2%
2.057
9.3%
0.41
0.27
0.37
0.21
0.34
3.8%
2.138
10.3%
0.38
0.26
0.36
0.21
0.32
-9.2%
2.179
9.4%
0.36
0.27
0.35
0.21
0.32
-10.8%
2.266
7.8%
0.35
0.23
0.34
0.24
0.30
-11.4%
2.165
5.2%
0.35
0.21
0.32
0.29
0.28
-17.0%
2.252
5.3%
0.33
0.21
0.31
0.32
0.28
-14.9%
2.330
7.0%
0.33
0.23
0.30
0.34
0.28
-11.1%
2.466
8.8%
0.31
0.23
0.30
0.38
0.28
-5.0%
2.441
12.8%
0.31
0.23
0.30
0.35
0.28
-0.8%
2.495
10.8%
0.32
0.21
0.29
0.35
0.27
-0.5%
2.645
13.5%
0.32
0.21
0.29
0.39
0.28
-2.8%
2.792
13.2%
0.32
0.21
0.25
0.34
0.27
-5.3%
2.724
11.6%
39.0%
32.0%
18.5%
N.A .
33.0%
42.0%
32.0%
19.0%
N.A .
34.4%
47.0%
31.0%
19.5%
N.A .
36.3%
49.0%
31.0%
20.0%
N.A .
37.0%
50.0%
30.0%
20.5%
-50.0%
36.4%
49.0%
32.0%
21.0%
-45.0%
36.9%
49.0%
33.0%
21.5%
-30.0%
37.8%
49.0%
34.0%
22.5%
-29.0%
38.1%
49.0%
35.0%
23.5%
-29.0%
38.5%
49.0%
36.0%
25.0%
-29.0%
39.0%
49.0%
38.2%
25.5%
-72.0%
38.8%
49.0%
35.6%
26.0%
-86.0%
37.5%
49.0%
35.5%
26.5%
-56.0%
38.2%
49.0%
37.6%
27.0%
-51.0%
39.1%
49.0%
38.3%
27.0%
-96.4%
37.9%
50.0%
36.9%
27.0%
-75.2%
38.1%
50.0%
37.9%
27.0%
-55.6%
38.8%
50.0%
38.6%
27.0%
-45.3%
38.9%
50.0%
39.3%
27.0%
-23.8%
39.4%
50.0%
38.6%
27.0%
-17.2%
39.1%
50.0%
41.0%
27.0%
-10.6%
40.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
61
1Q00
57.7%
4.2%
2Q00
64.4%
6.7%
3Q00
71.6%
7.2%
4Q00
76.8%
5.1%
1Q01
79.7%
2.9%
2Q01
81.3%
1.6%
3Q01
81.9%
0.6%
4Q01
82.0%
0.1%
1Q02
81.3%
-0.6%
2Q02
81.7%
0.4%
3Q02
82.0%
0.2%
4Q02
83.7%
1.8%
1Q03
84.6%
0.9%
2Q03
86.0%
1.3%
3Q03
87.6%
1.7%
4Q03
90.9%
3.3%
1Q04
91.8%
0.9%
2Q04
93.3%
1.5%
3Q04
95.2%
1.9%
4Q04
99.6%
4.4%
1Q05
100.6%
1.0%
2,366
1,585
620
N.A .
N.A .
4,571
N.A .
75.5%
2,586
1,693
830
N.A .
N.A .
5,109
N.A .
63.6%
2,802
1,900
984
N.A .
N.A .
5,686
N.A .
55.8%
2,805
2,041
1,150
100
N.A .
6,096
N.A .
43.8%
2,834
2,078
1,252
168
N.A .
6,332
N.A .
38.5%
2,859
2,089
1,312
201
N.A .
6,461
N.A .
26.5%
2,810
2,093
1,363
247
N.A .
6,513
N.A .
14.6%
2,850
2,102
1,301
270
N.A.
6,523
N.A.
7.0%
2,842
1,985
1,377
274
N.A .
6,478
N.A .
2.3%
2,894
1,995
1,429
276
N.A .
6,594
N.A .
2.1%
2,937
2,011
1,378
288
N.A .
6,614
N.A .
1.6%
3,001
2,036
1,378
342
N.A .
6,757
N.A .
3.6%
3,027
2,027
1,377
393
N.A.
6,824
N.A.
5.3%
3,066
2,042
1,380
440
N.A .
6,928
47.2%
5.1%
3,097
2,033
1,413
518
N.A .
7,061
46.9%
6.8%
3,163
2,031
1,480
634
14
7,322
46.4%
8.4%
3,171
2,012
1,460
727
26
7,396
45.9%
8.4%
3,170
2,015
1,487
777
66
7,514
45.5%
8.5%
3,192
2,004
1,527
842
99
7,663
44.7%
8.5%
3,274
2,042
1,587
904
210
8,017
43.8%
9.5%
3,296
2,041
1,600
917
240
8,094
43.7%
9.4%
51.8%
34.7%
13.6%
N.A .
N.A .
100.0%
50.6%
33.1%
16.2%
N.A .
N.A .
100.0%
49.3%
33.4%
17.3%
N.A .
N.A .
100.0%
46.0%
33.5%
18.9%
1.6%
N.A .
100.0%
44.8%
32.8%
19.8%
2.7%
N.A .
100.0%
44.3%
32.3%
20.3%
3.1%
N.A .
100.0%
43.1%
32.1%
20.9%
3.8%
N.A .
100.0%
43.7%
32.2%
19.9%
4.1%
N.A.
100.0%
43.9%
30.6%
21.3%
4.2%
N.A .
100.0%
43.9%
30.3%
21.7%
4.2%
N.A .
100.0%
44.4%
30.4%
20.8%
4.4%
N.A .
100.0%
44.4%
30.1%
20.4%
5.1%
N.A .
100.0%
44.4%
29.7%
20.2%
5.8%
N.A.
100.0%
44.3%
29.5%
19.9%
6.4%
N.A .
100.0%
43.9%
28.8%
20.0%
7.3%
N.A .
100.0%
43.2%
27.7%
20.2%
8.7%
0.2%
100.0%
42.9%
27.2%
19.7%
9.8%
0.4%
100.0%
42.2%
26.8%
19.8%
10.3%
0.9%
100.0%
41.7%
26.2%
19.9%
11.0%
1.3%
100.0%
40.8%
25.5%
19.8%
11.3%
2.6%
100.0%
40.7%
25.2%
19.8%
11.3%
3.0%
100.0%
107
85
140
N.A .
N.A .
332
-0.6%
220
108
210
N.A .
N.A .
538
3.9%
216
207
154
N.A .
N.A .
577
9.6%
3
141
166
100
N.A .
410
-30.5%
29
37
102
68
N.A .
236
-28.9%
25
11
60
33
N.A .
129
-76.0%
(49)
4
51
46
N.A .
52
-91.0%
40
9
(62)
23
N.A.
10
-97.6%
(8)
(117)
76
4
N.A .
(45)
N.M.
52
10
53
2
N.A .
117
-9.7%
43
64
16
25
(51)
0
12
54
N.A .
N.A .
20
143
-62.0% 1344.4%
26
(9)
(1)
51
N.A.
67
N.M.
40
15
3
47
N.A .
105
-10.2%
30
(9)
33
78
N.A .
132
570.7%
67
(2)
67
116
14
261
82.7%
8
(19)
(20)
93
12
74
10.6%
(1)
3
27
50
40
118
12.9%
22
(11)
40
65
33
149
12.5%
82
38
60
63
111
354
35.6%
22
(1)
13
13
30
77
4.1%
32%
26%
42%
0%
0%
100%
41%
20%
39%
0%
0%
100%
37%
36%
27%
0%
0%
100%
1%
34%
40%
24%
0%
100%
12%
16%
43%
29%
0%
100%
19%
9%
47%
26%
0%
100%
-94%
8%
98%
88%
0%
100%
403%
91%
-626%
232%
0%
100%
N.M.
N.M.
N.M.
N.M.
0%
100%
45%
9%
45%
2%
0%
100%
218%
81%
-260%
61%
0%
100%
45%
17%
0%
38%
0%
100%
39%
-13%
-1%
76%
0%
100%
38%
14%
3%
45%
0%
100%
23%
-7%
25%
59%
0%
100%
25%
-1%
26%
44%
5%
100%
11%
-26%
-27%
126%
16%
100%
-1%
3%
23%
42%
33%
100%
15%
-7%
27%
44%
22%
100%
23%
11%
17%
18%
31%
100%
28%
-1%
17%
17%
39%
100%
1.9%
1.4%
N.A .
N.A .
N.A .
1.7%
1.9%
1.4%
N.A .
N.A .
N.A .
1.7%
1.9%
1.4%
N.A .
N.A .
N.A .
1.7%
1.9%
1.4%
1.8%
N.A .
N.A .
1.7%
1.6%
1.6%
1.8%
N.A .
N.A .
1.6%
2.0%
1.6%
1.8%
N.A .
N.A .
1.8%
2.4%
1.6%
1.8%
N.A .
N.A .
2.0%
2.1%
1.5%
1.8%
N.A.
N.A.
1.8%
1.3%
3.6%
N.A .
N.A .
N.A .
2.2%
1.4%
1.8%
N.A .
N.A .
N.A .
1.5%
1.3%
1.7%
N.A .
N.A .
N.A .
1.4%
1.7%
2.0%
N.A .
N.A .
N.A .
1.8%
1.3%
1.6%
N.A.
N.A.
N.A.
1.4%
1.0%
1.6%
N.A .
N.A .
N.A .
1.2%
1.3%
1.7%
N.A .
N.A .
N.A .
1.5%
1.3%
1.9%
N.A .
N.A .
N.A .
1.6%
1.5%
2.0%
N.A .
N.A .
N.A .
1.7%
1.3%
1.8%
N.A .
N.A .
N.A .
1.5%
1.3%
1.7%
N.A .
N.A .
N.A .
1.5%
1.5%
1.8%
N.A .
N.A .
N.A .
1.6%
1.5%
1.9%
N.A.
N.A.
N.A.
1.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
62
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
37.00
36.00
34.36
N.A .
N.A .
36.30
-18.0%
8.5%
36.00
34.00
35.38
N.A .
N.A .
35.24
-16.6%
8.2%
36.00
32.00
35.72
N.A .
N.A .
34.62
-13.9%
8.6%
35.00
30.00
34.54
N.A .
N.A .
33.21
-12.8%
8.9%
32.70
27.00
28.74
N.A .
N.A .
29.97
-17.4%
10.1%
33.60
28.00
27.79
N.A .
N.A .
30.51
-13.4%
9.7%
35.90
28.00
29.83
N.A .
N.A .
31.94
-7.7%
9.8%
34.00
29.00
29.10
N.A.
N.A.
31.30
-5.8%
10.1%
34.40
28.00
29.01
38.97
N.A .
31.49
5.0%
10.7%
36.00
30.00
27.71
38.97
N.A .
32.51
6.5%
10.1%
36.50
31.00
28.96
38.97
N.A .
33.37
4.5%
10.3%
36.20
31.00
31.19
38.97
N.A .
33.75
7.8%
11.0%
35.20
30.00
30.81
38.97
N.A.
32.99
4.8%
11.4%
37.50
31.00
31.19
42.60
N.A .
34.65
6.6%
10.8%
37.50
32.00
31.30
44.55
N.A .
35.19
5.5%
10.6%
37.20
31.00
32.42
38.73
N.A .
34.64
2.6%
11.8%
35.60
35.00
32.01
45.67
N.A .
35.72
8.3%
11.5%
36.80
33.00
30.86
44.25
59.70
35.57
2.7%
10.8%
39.20
34.00
32.92
44.59
62.00
37.47
6.5%
11.2%
36.80
33.00
28.72
42.37
62.00
35.52
2.5%
12.5%
35.50
34.00
33.00
39.87
62.18
35.91
0.6%
13.8%
107
119
N.A .
N.A .
N.A .
112
2.3%
107
119
N.A .
N.A .
N.A .
112
2.0%
103
114
N.A .
N.A .
N.A .
108
-1.8%
102
113
N.A .
N.A .
N.A .
107
-2.6%
103
114
N.A .
N.A .
N.A .
108
-3.4%
106
117
N.A .
N.A .
N.A .
111
-0.8%
109
121
N.A .
N.A .
N.A .
114
6.1%
111
123
N.A.
N.A.
N.A.
116
8.9%
113
126
N.A .
N.A .
N.A .
118
9.7%
118
130
N.A .
N.A .
N.A .
123
10.9%
121
134
N.A .
N.A .
N.A .
126
10.3%
123
137
N.A .
N.A .
N.A .
129
10.8%
119
132
N.A.
N.A.
N.A.
124
5.0%
122
133
N.A .
N.A .
N.A .
126
3.0%
123
133
N.A .
N.A .
N.A .
127
1.1%
125
135
N.A .
N.A .
N.A .
129
0.1%
119
135
N.A .
N.A .
N.A .
125
0.9%
122
136
N.A .
N.A .
N.A .
127
0.8%
123
136
N.A .
N.A .
N.A .
128
0.8%
133
138
N.A .
N.A .
N.A .
135
4.5%
127
140
N.A.
N.A.
N.A.
132
5.1%
0.32
0.28
N.A .
N.A .
N.A .
0.30
-26.6%
0.480
53.4%
0.31
0.27
N.A .
N.A .
N.A .
0.29
-25.0%
0.512
45.8%
0.32
0.26
N.A .
N.A .
N.A .
0.29
-19.9%
0.560
41.7%
0.31
0.24
N.A .
N.A .
N.A .
0.28
-11.7%
0.577
28.1%
0.29
0.21
N.A .
N.A .
N.A .
0.25
-16.0%
0.559
16.5%
0.29
0.22
N.A .
N.A .
N.A .
0.25
-14.1%
0.569
11.3%
0.30
0.21
N.A .
N.A .
N.A .
0.25
-14.2%
0.601
7.2%
0.28
0.21
N.A.
N.A.
N.A.
0.24
-14.5%
0.590
2.2%
0.27
0.20
N.A .
N.A .
N.A .
0.24
-4.9%
0.631
12.8%
0.28
0.21
N.A .
N.A .
N.A .
0.24
-4.4%
0.630
10.6%
0.27
0.21
N.A .
N.A .
N.A .
0.24
-5.9%
0.660
9.9%
0.26
0.20
N.A .
N.A .
N.A .
0.23
-3.8%
0.686
16.3%
0.26
0.20
N.A.
N.A.
N.A.
0.24
-1.0%
0.660
4.6%
0.27
0.21
N.A .
N.A .
N.A .
0.24
2.7%
0.701
11.3%
0.27
0.22
N.A .
N.A .
N.A .
0.25
4.0%
0.725
9.8%
0.26
0.20
N.A .
N.A .
N.A .
0.24
1.6%
0.726
5.8%
0.26
0.24
N.A .
N.A .
N.A .
0.25
7.2%
0.767
16.3%
0.27
0.22
N.A .
N.A .
N.A .
0.25
1.9%
0.783
11.6%
0.28
0.23
N.A .
N.A .
N.A .
0.26
5.0%
0.831
14.7%
0.24
0.22
N.A .
N.A .
N.A .
0.23
-2.6%
0.841
15.8%
0.23
0.22
N.A.
N.A.
N.A.
0.24
-6.8%
0.846
10.3%
36.6%
8.5%
-42.9%
N.A .
N.A .
16.1%
23.5%
10.2%
-21.1%
N.A .
N.A .
11.9%
33.7%
14.0%
-4.2%
N.A .
N.A .
20.6%
23.9%
17.5%
2.2%
N.A .
N.A .
17.5%
41.0%
22.9%
3.0%
N.A .
N.A .
27.2%
33.2%
21.9%
5.0%
N.A .
N.A .
23.5%
39.3%
22.4%
7.0%
N.A .
N.A .
26.6%
28.6%
31.8%
9.0%
N.A.
N.A.
25.6%
44.1%
30.3%
27.0%
N.A .
N.A .
35.9%
36.5%
38.3%
28.3%
N.A .
N.A .
35.2%
38.0%
20.3%
23.9%
N.A .
N.A .
29.3%
23.6%
31.8%
24.0%
N.A .
N.A .
26.3%
40.5%
34.8%
30.7%
4.2%
N.A.
36.6%
35.3%
28.6%
36.9%
2.2%
N.A .
33.5%
36.6%
28.9%
32.7%
14.6%
N.A .
33.4%
27.7%
31.5%
32.7%
8.7%
N.A .
28.1%
42.0%
23.4%
26.6%
24.6%
N.A .
32.1%
34.9%
24.3%
23.0%
28.0%
N.A .
28.7%
36.7%
29.9%
25.3%
29.8%
N.A .
31.4%
28.1%
31.5%
23.4%
18.6%
N.A .
26.2%
39.5%
27.9%
27.0%
35.2%
N.A.
32.4%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
63
Table 46 Belgium
BELGIUM
Penetration
Increase (%)
Subscribers (000)
Proximus
Mobistar (Orange)
Base
Total Subscribers
% Pre-Paid Subscribers
Y oY Subscriber Grow th
Market Share (%)
Proximus
Mobistar (Orange)
Base
Total Market Share
Net Subscriber A dds (000)
Proximus
Mobistar (Orange)
Base
Total Net A dds
Y oY Net A dds Grow th
Market Share of Net A dds (%)
Proximus
Mobistar (Orange)
Base
Total Market Share of Net A dds
Monthly Churn (%)
Proximus
Mobistar (Orange)
Base
Country A verage Churn*
1Q00
34.9%
3.7%
2Q00
41.3%
6.5%
3Q00
46.2%
4.8%
4Q00
55.0%
8.8%
1Q01
61.8%
6.8%
2Q01
66.4%
4.6%
3Q01
70.1%
3.7%
4Q01
73.4%
3.3%
1Q02
75.5%
2.1%
2Q02
76.8%
1.3%
3Q02
73.6%
-3.2%
4Q02
73.2%
-0.4%
1Q03
73.7%
0.5%
2Q03
75.0%
1.3%
3Q03
76.7%
1.6%
4Q03
79.9%
3.3%
1Q04
81.5%
1.6%
2Q04
82.5%
1.0%
3Q04
83.7%
1.2%
4Q04
85.7%
1.9%
1Q05
86.4%
0.7%
2,300
1,120
144
3,564
N.A .
59.0%
2,750
1,235
243
4,228
N.A .
89.9%
2,878
1,450
397
4,725
N.A .
75.4%
3,277
1,800
552
5,629
N.A .
76.6%
3,662
1,933
733
6,328
N.A .
77.6%
3,843
2,150
813
6,806
N.A .
61.0%
3,893
2,400
897
7,190
N.A .
52.2%
3,981
2,547
1,003
7,531
N.A.
33.8%
4,115
2,583
1,058
7,756
N.A .
22.6%
4,155
2,611
1,115
7,881
N.A .
15.8%
4,188
2,220
1,145
7,553
N.A .
5.0%
4,070
2,305
1,138
7,513
N.A .
-0.2%
4,080
2,359
1,131
7,570
N.A.
-2.4%
4,159
2,418
1,131
7,708
64.7%
-2.2%
4,207
2,508
1,162
7,877
64.3%
4.3%
4,349
2,615
1,253
8,217
64.9%
9.4%
4,365
2,647
1,369
8,381
65.2%
10.7%
4,382
2,662
1,437
8,481
65.1%
10.0%
4,352
2,743
1,517
8,612
65.0%
9.3%
4,321
2,846
1,647
8,814
65.2%
7.3%
4,280
2,849
1,761
8,890
65.0%
6.1%
64.5%
31.4%
4.0%
100.0%
65.0%
29.2%
5.7%
100.0%
60.9%
30.7%
8.4%
100.0%
58.2%
32.0%
9.8%
100.0%
57.9%
30.5%
11.6%
100.0%
56.5%
31.6%
11.9%
100.0%
54.1%
33.4%
12.5%
100.0%
52.9%
33.8%
13.3%
100.0%
53.1%
33.3%
13.6%
100.0%
52.7%
33.1%
14.1%
100.0%
55.4%
29.4%
15.2%
100.0%
54.2%
30.7%
15.1%
100.0%
53.9%
31.2%
14.9%
100.0%
54.0%
31.4%
14.7%
100.0%
53.4%
31.8%
14.8%
100.0%
52.9%
31.8%
15.2%
100.0%
52.1%
31.6%
16.3%
100.0%
51.7%
31.4%
16.9%
100.0%
50.5%
31.9%
17.6%
100.0%
49.0%
32.3%
18.7%
100.0%
48.1%
32.0%
19.8%
100.0%
233
80
63
376
-22.3%
450
115
99
664
N.M.
128
215
154
497
6.3%
400
350
155
905
83.1%
385
133
181
699
85.9%
181
217
80
478
-28.0%
50
250
84
384
-22.7%
88
147
106
341
-62.3%
134
36
55
225
-67.8%
40
28
57
125
-73.8%
33
(391)
30
(328)
N.M.
(118)
85
(7)
(40)
N.M.
10
54
(7)
57
-74.5%
79
59
0
138
10.1%
48
90
31
169
N.M.
142
107
91
340
N.M.
16
32
116
164
186.4%
17
15
68
100
-27.3%
(31)
81
80
131
-22.8%
(31)
103
130
203
-40.4%
(41)
3
114
76
-53.7%
62%
21%
17%
100%
68%
17%
15%
100%
26%
43%
31%
100%
44%
39%
17%
100%
55%
19%
26%
100%
38%
45%
17%
100%
13%
65%
22%
100%
26%
43%
31%
100%
60%
16%
24%
100%
32%
22%
46%
100%
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
100%
17%
95%
-12%
100%
57%
43%
0%
100%
28%
53%
18%
100%
42%
31%
27%
100%
10%
19%
71%
100%
17%
15%
68%
100%
-23%
62%
61%
100%
-15%
51%
64%
100%
-54%
4%
150%
100%
N.A .
N.A .
1.9%
N.A .
N.A .
N.A .
1.9%
N.A .
N.A .
N.A .
1.9%
N.A .
N.A .
N.A .
1.9%
N.A .
N.A .
N.A .
2.0%
N.A .
N.A .
N.A .
2.0%
N.A .
N.A .
N.A .
1.6%
N.A .
N.A.
N.A.
1.6%
N.A.
N.A .
N.A .
1.1%
N.A .
N.A .
N.A .
0.8%
N.A .
N.A .
N.A .
1.8%
N.A .
N.A .
N.A .
1.9%
N.A .
N.A.
N.A.
1.8%
N.A.
N.A .
N.A .
1.5%
N.A .
N.A .
N.A .
1.8%
N.A .
N.A .
N.A .
1.8%
N.A .
N.A .
N.A .
1.3%
N.A .
N.A .
N.A .
1.8%
N.A .
N.A .
N.A .
1.8%
N.A .
N.A .
N.A .
1.3%
N.A .
N.A.
N.A.
1.3%
N.A.
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
64
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
40.62
28.50
25.00
35.11
0.3%
6.2%
39.66
29.00
23.00
34.30
0.9%
7.2%
40.28
28.00
22.00
33.90
5.9%
7.5%
40.22
28.30
21.00
33.63
-3.9%
7.9%
38.96
27.50
19.00
32.42
-7.7%
10.7%
38.60
31.70
22.00
33.96
-1.0%
12.2%
38.64
33.00
21.00
34.31
1.2%
11.9%
38.73
34.00
21.00
34.59
2.9%
12.6%
39.50
31.91
21.00
34.37
6.0%
14.4%
40.00
35.91
22.00
36.08
6.2%
14.7%
40.00
34.81
22.00
35.69
4.0%
15.0%
40.50
35.86
25.00
36.66
6.0%
15.4%
40.88
35.12
25.00
36.47
6.1%
16.0%
41.00
35.12
24.00
36.28
0.6%
15.7%
41.00
35.12
24.00
36.13
1.2%
15.7%
41.00
35.12
24.00
35.93
-2.0%
16.1%
40.50
35.12
24.00
35.51
-2.6%
15.9%
N.A .
N.A .
97
97
N.A .
N.A .
N.A .
93
93
N.A .
N.A .
N.A .
87
87
N.A .
N.A.
N.A.
79
79
-24.8%
N.A .
N.A .
74
74
-23.7%
N.A .
N.A .
76
76
-18.3%
N.A .
N.A .
71
71
-18.4%
N.A .
N.A .
77
77
-2.5%
164
N.A.
76
145
N.M.
164
N.A .
86
147
N.M.
166
N.A .
92
150
N.M.
166
N.A .
90
149
N.M.
165
N.A .
101
150
3.3%
165
N.A .
108
151
2.4%
166
N.A .
104
150
0.0%
166
N.A .
112
151
1.4%
163
N.A.
115
149
-0.5%
N.A .
N.A .
0.24
N.A .
N.A .
0.608
71.6%
N.A .
N.A .
0.23
N.A .
N.A .
0.676
70.1%
N.A .
N.A .
0.23
N.A .
N.A .
0.715
66.3%
N.A.
N.A.
0.24
N.A.
N.A.
0.746
71.2%
N.A .
N.A .
0.22
N.A .
N.A .
0.750
23.2%
N.A .
N.A .
0.24
N.A .
N.A .
0.797
17.8%
N.A .
N.A .
0.25
N.A .
N.A .
0.796
11.4%
N.A .
N.A .
0.23
N.A .
N.A .
0.783
4.9%
0.21
N.A.
0.23
0.20
N.A.
0.776
3.5%
0.21
N.A .
0.22
0.21
N.A .
0.828
3.9%
0.20
N.A .
0.20
0.20
N.A .
0.835
5.0%
0.20
N.A .
0.24
0.21
N.A .
0.885
13.1%
0.21
N.A .
0.21
0.20
0.8%
0.908
17.0%
0.21
N.A .
0.19
0.20
-3.6%
0.935
12.9%
0.21
N.A .
0.20
0.20
0.0%
0.941
12.7%
0.21
N.A .
0.18
0.20
-6.2%
0.954
7.8%
0.21
N.A.
0.18
0.20
-2.9%
0.951
4.7%
44.5%
20.0%
-40.6%
36.0%
45.5%
20.0%
-32.9%
36.4%
47.5%
22.5%
-22.8%
38.0%
47.1%
22.5%
-33.3%
37.5%
48.5%
31.9%
12.5%
42.1%
49.5%
31.9%
5.0%
42.7%
51.0%
35.7%
-3.8%
45.7%
50.2%
35.7%
0.0%
44.9%
51.0%
40.8%
18.2%
42.9%
51.0%
40.4%
18.3%
42.9%
48.5%
40.0%
13.6%
40.6%
48.5%
37.1%
8.2%
38.7%
51.0%
41.4%
30.4%
44.6%
52.0%
41.8%
24.0%
44.1%
48.1%
41.9%
18.5%
40.9%
50.7%
41.8%
37.7%
45.4%
48.0%
39.8%
36.9%
43.2%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
65
1Q00
9.8%
0.9%
2Q00
11.0%
1.1%
3Q00
12.0%
1.0%
4Q00
13.7%
1.7%
1Q01
14.4%
0.7%
2Q01
15.1%
0.7%
3Q01
15.8%
0.7%
4Q01
16.8%
0.9%
1Q02
17.2%
0.4%
2Q02
17.8%
0.6%
3Q02
18.5%
0.7%
4Q02
19.9%
1.4%
1Q03
20.4%
0.5%
2Q03
21.5%
1.1%
3Q03
23.0%
1.5%
4Q03
26.1%
3.1%
1Q04
27.6%
1.5%
2Q04
30.2%
2.6%
3Q04
32.3%
2.1%
4Q04
36.2%
3.9%
1Q05
37.6%
1.4%
7,765
2,969
4,554
N.A .
1,287
16,574
N.A .
96.7%
8,537
3,208
4,983
N.A .
1,809
18,538
N.A .
80.2%
9,314
3,527
5,291
N.A .
2,203
20,336
N.A .
66.5%
10,644
3,880
5,887
N.A .
2,777
23,188
N.A .
54.3%
11,800
4,068
6,207
N.A .
2,382
24,457
N.A .
47.6%
12,494
4,218
6,472
N.A .
2,590
25,775
N.A .
39.0%
13,207
4,397
6,775
N.A .
2,679
27,058
N.A .
33.1%
13,984
4,534
7,076
N.A.
3,152
28,746
N.A.
24.0%
14,537
4,723
7,228
N.A .
3,032
29,521
N.A .
20.7%
15,213
4,797
7,444
N.A .
3,182
30,636
68.5%
18.9%
15,859
4,900
7,507
502
3,256
32,024
69.5%
18.4%
16,810
5,335
7,853
1,401
3,482
34,881
70.5%
21.3%
16,949
5,637
7,955
1,722
3,692
35,956
71.6%
21.8%
17,521
6,279
8,370
2,236
3,638
38,044
72.0%
24.2%
18,470
7,124
8,757
2,849
3,651
40,851
73.1%
27.9%
20,656
8,304
9,521
3,893
4,156
46,530
75.5%
33.4%
21,875
9,123
9,957
4,408
4,172
49,535
77.1%
37.8%
23,515
10,417
11,115
5,093
4,316
54,456
78.4%
43.1%
24,645
11,724
11,985
5,740
4,519
58,613
79.0%
43.1%
26,542
13,588
13,657
6,863
5,436
66,086
79.9%
42.0%
26,957
14,650
14,292
7,250
5,990
69,139
79.7%
39.6%
46.8%
17.9%
27.5%
N.A .
7.8%
100.0%
46.1%
17.3%
26.9%
N.A .
9.8%
100.0%
45.8%
17.3%
26.0%
N.A .
10.8%
100.0%
45.9%
16.7%
25.4%
N.A .
12.0%
100.0%
48.2%
16.6%
25.4%
N.A .
9.7%
100.0%
48.5%
16.4%
25.1%
N.A .
10.1%
100.0%
48.8%
16.2%
25.0%
N.A .
9.9%
100.0%
48.6%
15.8%
24.6%
N.A.
11.0%
100.0%
49.2%
16.0%
24.5%
N.A .
10.3%
100.0%
49.7%
15.7%
24.3%
N.A .
10.4%
100.0%
49.5%
15.3%
23.4%
1.6%
10.2%
100.0%
48.2%
15.3%
22.5%
4.0%
10.0%
100.0%
47.1%
15.7%
22.1%
4.8%
10.3%
100.0%
46.1%
16.5%
22.0%
5.9%
9.6%
100.0%
45.2%
17.4%
21.4%
7.0%
8.9%
100.0%
44.4%
17.8%
20.5%
8.4%
8.9%
100.0%
44.2%
18.4%
20.1%
8.9%
8.4%
100.0%
43.2%
19.1%
20.4%
9.4%
7.9%
100.0%
42.0%
20.0%
20.4%
9.8%
7.7%
100.0%
40.2%
20.6%
20.7%
10.4%
8.2%
100.0%
39.0%
21.2%
20.7%
10.5%
8.7%
100.0%
666
267
393
N.A .
216
1,542
45.5%
773
239
429
N.A .
523
1,964
5.5%
777
319
308
N.A .
394
1,798
-6.5%
1,329
353
596
N.A .
574
2,852
1.1%
1,157
188
320
N.A .
(395)
1,269
-17.7%
694
150
265
N.A .
209
1,317
-32.9%
713
179
303
N.A .
89
1,284
-28.6%
776
137
301
N.A.
473
1,688
-40.8%
553
189
152
N.A .
(120)
775
-38.9%
676
74
217
N.A .
150
1,116
-15.3%
646
103
63
502
74
1,388
8.1%
951
435
346
899
226
2,857
69.3%
140
302
102
321
210
1,075
38.7%
572
642
415
514
(54)
2,089
87.2%
949
845
387
613
13
2,807
102.3%
2,186
1,180
764
1,044
505
5,679
98.8%
1,219
819
436
515
16
3,005
179.7%
1,640
1,294
1,158
685
144
4,921
135.6%
1,130
1,307
870
647
203
4,157
48.1%
1,897
1,864
1,672
1,123
917
7,473
31.6%
415
1,062
635
387
554
3,053
1.6%
43%
17%
25%
N.A .
14%
100%
39%
12%
22%
N.A .
27%
100%
43%
18%
17%
N.A .
22%
100%
47%
12%
21%
N.A .
20%
100%
91%
15%
25%
N.A .
-31%
100%
53%
11%
20%
N.A .
16%
100%
56%
14%
24%
N.A .
7%
100%
46%
8%
18%
N.A.
28%
100%
71%
24%
20%
N.A .
-15%
100%
61%
7%
19%
N.A .
13%
100%
47%
7%
5%
36%
5%
100%
33%
15%
12%
31%
8%
100%
13%
28%
9%
30%
20%
100%
27%
31%
20%
25%
-3%
100%
34%
30%
14%
22%
0%
100%
38%
21%
13%
18%
9%
100%
41%
27%
15%
17%
1%
100%
33%
26%
24%
14%
3%
100%
27%
31%
21%
16%
5%
100%
25%
25%
22%
15%
12%
100%
14%
35%
21%
13%
18%
100%
1.3%
1.8%
N.A .
N.A .
1.5%
1.4%
1.3%
1.8%
N.A .
N.A .
1.5%
1.4%
1.3%
1.8%
N.A .
N.A .
1.5%
1.4%
1.3%
1.8%
N.A .
N.A .
1.5%
1.4%
1.4%
1.3%
N.A .
N.A .
2.0%
1.5%
1.4%
1.3%
N.A .
N.A .
2.0%
1.5%
1.4%
1.3%
N.A .
N.A .
2.0%
1.5%
1.4%
1.5%
N.A.
N.A.
2.0%
1.5%
1.4%
1.7%
1.8%
N.A .
2.0%
1.6%
1.8%
2.0%
1.9%
N.A .
2.2%
1.9%
1.8%
1.8%
2.3%
0.0%
2.3%
1.9%
1.6%
2.1%
2.2%
0.0%
2.6%
1.8%
2.1%
1.5%
2.1%
0.7%
2.1%
2.0%
2.1%
1.9%
2.2%
0.7%
2.7%
2.0%
1.9%
1.8%
2.2%
2.7%
2.0%
2.0%
2.2%
1.5%
2.9%
0.9%
2.5%
2.1%
1.6%
1.6%
2.2%
1.2%
2.5%
1.8%
2.0%
1.8%
3.0%
2.1%
2.7%
2.2%
1.8%
1.8%
2.7%
1.8%
2.5%
2.1%
2.0%
2.2%
3.1%
1.8%
2.7%
2.3%
1.7%
1.9%
2.6%
1.5%
3.0%
2.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
66
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
54.55
52.31
17.40
N.A .
46.80
43.34
N.A .
N.A .
50.92
46.01
17.33
N.A .
56.11
41.55
-30.0%
N.A .
46.26
42.99
17.64
N.A .
51.23
38.78
-29.1%
N.A .
44.18
41.07
19.51
N.A .
46.73
37.70
-20.1%
N.A .
46.70
41.80
26.76
N.A .
46.62
40.82
-5.8%
0.5%
42.46
39.34
26.97
N.A .
45.26
38.34
-7.7%
0.8%
42.29
38.64
26.94
N.A .
42.90
37.91
-2.2%
1.1%
42.45
40.14
36.05
N.A.
42.33
40.50
7.4%
1.3%
39.87
40.00
35.88
N.A .
43.44
39.28
-3.8%
1.5%
42.00
41.00
35.09
N.A .
45.36
40.51
5.7%
1.7%
41.00
42.00
34.97
36.00
46.56
40.23
6.1%
1.9%
41.00
42.00
36.00
32.00
45.14
40.08
-1.0%
2.2%
37.00
46.75
33.70
33.00
43.17
38.24
-2.6%
2.5%
41.24
47.65
34.20
33.00
42.84
40.42
-0.2%
2.7%
39.90
46.29
31.36
29.00
43.62
38.64
-3.9%
2.8%
38.50
46.00
30.40
27.00
45.87
37.88
-5.5%
3.1%
33.40
40.00
29.00
24.00
43.21
33.72
-11.8%
3.4%
33.31
38.50
27.00
23.90
43.55
32.95
-18.5%
3.8%
32.09
37.90
28.00
22.90
39.51
32.09
-17.0%
4.4%
31.11
37.70
28.00
23.50
38.85
31.67
-16.4%
4.8%
28.78
35.70
26.00
21.10
35.65
29.46
-12.6%
5.6%
N.A .
159
N.A .
N.A .
174
163
-15.2%
N.A .
136
N.A .
N.A .
171
148
-21.9%
N.A .
140
N.A .
N.A .
164
149
-21.8%
122
143
N.A .
N.A .
148
131
-28.6%
112
127
N.A .
N.A .
127
117
-27.8%
113
121
N.A .
N.A .
125
117
-21.0%
112
117
N.A .
N.A .
124
115
-23.1%
114
125
N.A.
N.A.
122
118
-10.0%
103
112
N.A .
N.A .
110
106
-10.3%
103
101
N.A .
N.A .
108
104
-11.1%
104
105
94
N.A .
111
103
-10.6%
104
106
96
N.A .
109
103
-12.5%
97
104
86
N.A.
101
96
-9.1%
100
99
85
N.A .
95
96
-7.3%
103
99
82
N.A .
94
97
-5.8%
103
100
91
N.A .
97
99
-3.6%
85
107
91
N.A .
85
91
-5.5%
90
96
97
N.A .
85
92
-3.7%
87
102
102
N.A .
83
93
-3.4%
86
97
105
N.A .
83
93
-6.4%
82
92
86
N.A.
72
84
-7.1%
N.A .
0.33
N.A .
N.A .
0.27
0.27
N.A .
2.055
N.A .
N.A .
0.34
N.A .
N.A .
0.33
0.28
-10.4%
2.188
31.3%
N.A .
0.31
N.A .
N.A .
0.31
0.26
-9.3%
2.262
22.5%
0.36
0.29
N.A .
N.A .
0.32
0.29
11.9%
2.461
27.6%
0.41
0.33
N.A .
N.A .
0.36
0.35
29.9%
2.917
42.0%
0.37
0.32
N.A .
N.A .
0.36
0.33
16.0%
2.889
32.0%
0.37
0.33
N.A .
N.A .
0.34
0.33
25.7%
3.005
32.9%
0.37
0.32
N.A.
N.A.
0.34
0.34
17.8%
3.390
37.7%
0.38
0.35
N.A .
N.A .
0.39
0.37
6.2%
3.433
17.7%
0.40
0.40
N.A .
N.A .
0.42
0.38
17.7%
3.656
26.5%
0.38
0.39
0.37
N.A .
0.42
0.38
17.7%
3.781
25.8%
0.38
0.39
0.37
N.A .
0.41
0.38
12.0%
4.022
18.7%
0.37
0.44
0.38
N.A.
0.42
0.39
6.1%
4.063
18.4%
0.40
0.47
0.39
N.A .
0.44
0.41
6.6%
4.486
22.7%
0.37
0.46
0.37
N.A .
0.45
0.39
1.1%
4.580
21.1%
0.36
0.45
0.33
N.A .
0.46
0.37
-2.8%
4.972
23.6%
0.38
0.36
0.31
N.A .
0.49
0.36
-7.6%
4.859
19.6%
0.35
0.39
0.27
N.A .
0.50
0.34
-16.3%
5.139
14.5%
0.35
0.35
0.26
N.A .
0.45
0.33
-15.5%
5.442
18.8%
0.34
0.37
0.25
N.A .
0.45
0.32
-12.2%
5.924
19.2%
0.33
0.36
0.29
N.A.
0.47
0.33
-8.1%
5.975
23.0%
33.7%
27.0%
-25.0%
N.A .
25.5%
15.7%
36.1%
20.6%
-20.0%
N.A .
24.3%
17.2%
34.7%
22.2%
-15.0%
N.A .
24.6%
18.5%
28.3%
30.2%
-8.1%
N.A .
24.1%
18.9%
38.5%
39.9%
24.5%
N.A .
31.5%
34.5%
32.9%
41.0%
24.3%
N.A .
30.1%
31.8%
35.0%
43.9%
24.8%
N.A .
27.6%
33.1%
33.2%
40.0%
26.6%
N.A.
35.5%
32.9%
39.5%
44.6%
31.9%
N.A .
31.8%
37.7%
40.2%
41.8%
45.1%
45.3%
30.4%
36.9%
N.A . -115.3%
30.3%
30.3%
37.6%
37.5%
36.3%
24.2%
26.2%
-44.0%
31.0%
28.4%
40.7%
21.8%
33.7%
3.7%
31.7%
33.5%
35.7%
8.6%
28.9%
5.9%
35.9%
28.0%
40.5%
6.4%
26.3%
20.2%
33.9%
29.5%
33.8%
10.0%
9.4%
-2.0%
33.5%
21.5%
40.4%
16.0%
15.2%
9.7%
34.3%
27.6%
32.7%
13.8%
0.3%
3.3%
29.3%
19.5%
32.7%
19.4%
3.2%
-3.1%
26.4%
20.0%
28.6%
17.5%
-11.6%
9.3%
23.9%
15.6%
37.9%
17.2%
6.5%
20.8%
25.3%
24.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
67
1Q00
22.9%
0.8%
2Q00
24.3%
1.4%
3Q00
25.5%
1.2%
4Q00
27.6%
2.1%
1Q01
28.9%
1.3%
2Q01
30.1%
1.2%
3Q01
31.4%
1.3%
4Q01
34.7%
3.3%
1Q02
35.5%
0.9%
2Q02
36.2%
0.7%
3Q02
37.0%
0.8%
4Q02
38.4%
1.5%
1Q03
38.8%
0.4%
2Q03
39.6%
0.8%
3Q03
40.8%
1.2%
4Q03
42.8%
2.0%
1Q04
43.4%
0.6%
2Q04
44.1%
0.7%
3Q04
45.4%
1.3%
4Q04
47.1%
1.7%
1Q05
47.6%
0.5%
2,224
2,861
1,780
146
156
7,167
21.7%
28.2%
2,409
3,029
1,887
154
153
7,631
22.5%
28.2%
2,550
3,162
2,003
159
163
8,037
23.3%
27.4%
2,770
3,451
2,160
169
177
8,728
26.7%
26.8%
2,878
3,612
2,263
175
227
9,155
23.0%
27.7%
3,029
3,784
2,339
185
236
9,573
23.9%
25.5%
3,180
3,970
2,417
192
244
10,003
24.4%
24.5%
3,454
4,259
2,578
206
247
10,744
25.6%
23.1%
3,537
4,354
2,668
211
263
11,033
25.8%
20.5%
3,625
4,375
2,771
218
270
11,260
24.6%
17.6%
3,683
4,474
2,865
225
279
11,525
24.8%
15.2%
3,898
4,594
2,996
234
287
12,008
24.9%
11.8%
3,968
4,602
3,062
236
296
12,164
24.8%
10.3%
4,099
4,618
3,165
242
303
12,426
24.3%
10.4%
4,223
4,777
3,266
247
309
12,822
24.4%
11.3%
4,412
5,068
3,424
256
316
13,475
24.1%
12.2%
4,504
5,138
3,500
260
302
13,704
23.6%
12.7%
4,599
5,169
3,614
267
307
13,955
22.7%
12.3%
4,708
5,351
3,750
274
313
14,396
22.3%
12.3%
4,925
5,609
3,936
286
319
15,076
22.8%
11.9%
4,962
5,682
4,017
291
321
15,272
22.7%
11.4%
31.0%
39.9%
24.8%
2.0%
2.2%
100.0%
31.6%
39.7%
24.7%
2.0%
2.0%
100.0%
31.7%
39.3%
24.9%
2.0%
2.0%
100.0%
31.7%
39.5%
24.7%
1.9%
2.0%
100.0%
31.4%
39.5%
24.7%
1.9%
2.5%
100.0%
31.6%
39.5%
24.4%
1.9%
2.5%
100.0%
31.8%
39.7%
24.2%
1.9%
2.4%
100.0%
32.1%
39.6%
24.0%
1.9%
2.3%
100.0%
32.1%
39.5%
24.2%
1.9%
2.4%
100.0%
32.2%
38.9%
24.6%
1.9%
2.4%
100.0%
32.0%
38.8%
24.9%
2.0%
2.4%
100.0%
32.5%
38.3%
24.9%
1.9%
2.4%
100.0%
32.6%
37.8%
25.2%
1.9%
2.4%
100.0%
33.0%
37.2%
25.5%
1.9%
2.4%
100.0%
32.9%
37.3%
25.5%
1.9%
2.4%
100.0%
32.7%
37.6%
25.4%
1.9%
2.3%
100.0%
32.9%
37.5%
25.5%
1.9%
2.2%
100.0%
33.0%
37.0%
25.9%
1.9%
2.2%
100.0%
32.7%
37.2%
26.0%
1.9%
2.2%
100.0%
32.7%
37.2%
26.1%
1.9%
2.1%
100.0%
32.5%
37.2%
26.3%
1.9%
2.1%
100.0%
1,926
121
85
2
(1,852)
281
3.0%
185
168
107
8
(3)
464
27.6%
141
133
116
6
10
406
14.3%
220
289
157
10
14
690
19.8%
108
161
103
6
50
428
52.2%
151
172
76
9
9
418
-10.0%
151
185
78
7
8
430
5.8%
274
289
161
14
3
741
7.4%
83
96
90
5
16
289
-32.5%
88
21
103
7
8
227
-45.7%
58
99
94
7
9
266
-38.2%
215
120
131
9
8
483
-34.9%
70
9
67
2
9
157
-45.8%
131
15
103
6
7
262
15.4%
124
160
101
6
7
396
49.2%
189
290
158
8
7
653
35.3%
92
71
76
4
(15)
228
45.8%
95
106
114
7
5
326
24.8%
109
181
136
7
7
441
11.1%
217
259
186
12
6
680
4.1%
82
72
80
5
2
242
5.9%
685%
43%
30%
1%
-659%
100%
40%
36%
23%
2%
-1%
100%
35%
33%
29%
1%
3%
100%
32%
42%
23%
1%
2%
100%
25%
38%
24%
1%
12%
100%
36%
41%
18%
2%
2%
100%
35%
43%
18%
2%
2%
100%
37%
39%
22%
2%
0%
100%
29%
33%
31%
2%
5%
100%
39%
9%
45%
3%
3%
100%
22%
37%
35%
3%
3%
100%
45%
25%
27%
2%
2%
100%
45%
6%
43%
1%
6%
100%
50%
6%
39%
2%
3%
100%
31%
40%
25%
1%
2%
100%
29%
44%
24%
1%
1%
100%
40%
31%
33%
2%
-6%
100%
29%
32%
35%
2%
2%
100%
25%
41%
31%
2%
1%
100%
32%
38%
27%
2%
1%
100%
34%
30%
33%
2%
1%
100%
2.0%
2.2%
1.8%
1.5%
2.0%
2.0%
1.5%
2.1%
2.1%
1.4%
1.5%
1.9%
1.4%
2.3%
2.0%
1.4%
1.4%
1.9%
1.7%
2.5%
2.0%
1.4%
1.7%
2.1%
1.3%
2.3%
1.9%
1.4%
1.3%
1.8%
1.4%
2.2%
2.0%
1.3%
1.4%
1.9%
1.5%
2.6%
2.2%
1.4%
1.5%
2.1%
1.7%
2.4%
2.1%
1.5%
1.7%
2.1%
1.5%
2.2%
1.9%
1.6%
1.5%
1.9%
1.5%
2.3%
2.0%
1.7%
1.5%
1.9%
1.7%
2.5%
1.7%
1.7%
1.7%
2.0%
1.7%
2.6%
1.7%
1.7%
1.7%
2.0%
1.4%
2.3%
1.5%
1.6%
1.4%
1.8%
1.4%
2.5%
1.3%
1.6%
1.4%
1.8%
1.4%
2.1%
1.4%
1.6%
1.4%
1.7%
1.4%
2.4%
1.6%
1.6%
1.4%
1.8%
1.3%
2.3%
1.5%
1.5%
1.3%
1.7%
1.3%
2.4%
1.3%
1.5%
1.3%
1.7%
1.2%
2.2%
1.3%
1.5%
1.2%
1.6%
1.4%
2.0%
1.5%
1.5%
1.4%
1.6%
1.6%
2.3%
1.5%
1.4%
1.6%
1.8%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing. *2Q04 Rogers Wireless net subscriber adds did not include the -74.8K
adjustment of inactive prepaid subs for Microcell.
68
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
44.00
47.20
60.87
55.99
44.00
49.71
0.2%
N.A .
45.00
49.25
62.07
59.48
45.00
51.20
-15.7%
N.A .
49.00
49.87
62.16
56.58
49.00
52.77
1.9%
N.A .
48.00
47.84
59.99
58.03
48.00
51.10
-3.7%
N.A .
44.00
43.62
57.97
51.89
44.00
47.45
-6.7%
0.7%
46.00
46.08
57.60
54.48
46.00
49.03
-6.1%
0.7%
49.00
46.55
61.58
53.20
49.00
51.15
-5.1%
0.9%
46.00
43.79
56.52
52.37
46.00
47.77
-7.7%
1.0%
43.00
40.68
52.73
49.48
43.00
44.56
-5.6%
1.0%
46.00
43.22
55.58
52.46
46.00
47.40
-2.9%
1.2%
47.00
45.09
58.43
55.02
47.00
49.25
-2.7%
1.4%
47.00
43.07
55.80
52.27
47.00
47.79
0.9%
1.6%
45.00
42.13
54.16
52.03
45.00
46.36
1.2%
2.3%
48.00
44.40
56.35
55.11
48.00
48.93
0.9%
2.2%
50.00
47.27
59.86
58.76
50.00
51.66
2.2%
2.8%
50.00
45.34
58.58
55.14
50.00
50.52
2.6%
3.2%
47.00
44.07
57.04
54.31
47.00
48.60
4.7%
3.9%
50.00
47.66
58.62
56.86
50.00
51.50
4.5%
4.0%
50.00
50.27
62.11
59.31
50.00
53.43
3.7%
4.5%
50.00
49.13
60.57
55.85
50.00
52.55
4.1%
6.7%
46.00
47.95
58.30
55.25
46.00
50.14
3.1%
7.1%
145
229
253
145
145
205
19.9%
156
265
268
156
156
227
15.9%
168
278
276
168
168
238
23.6%
173
284
279
173
173
243
14.2%
161
265
265
161
161
228
10.9%
190
316
265
190
190
258
13.6%
184
314
272
184
184
257
7.9%
190
324
276
190
190
264
8.4%
181
311
250
181
181
249
9.4%
205
338
299
205
205
280
8.5%
206
330
297
206
206
277
7.8%
212
344
302
212
212
285
8.1%
201
333
315
201
201
280
12.2%
236
373
342
236
236
314
12.1%
230
371
367
230
230
318
14.7%
240
365
373
240
240
321
12.5%
223
379
362
223
223
317
13.4%
271
426
390
271
271
360
14.6%
265
432
393
265
265
360
13.4%
276
418
390
276
276
359
11.8%
250
454
371
250
250
358
12.8%
0.30
0.21
0.24
0.39
0.30
0.24
-21.3%
1.048
21.5%
0.29
0.19
0.23
0.38
0.29
0.23
-17.8%
1.136
22.1%
0.29
0.18
0.23
0.34
0.29
0.22
-21.6%
1.240
23.8%
0.28
0.17
0.22
0.34
0.28
0.21
-13.9%
1.285
24.9%
0.27
0.16
0.22
0.32
0.27
0.21
-14.5%
1.273
21.5%
0.24
0.15
0.22
0.29
0.24
0.19
-16.3%
1.377
21.2%
0.27
0.15
0.23
0.29
0.27
0.20
-11.0%
1.502
21.1%
0.24
0.13
0.20
0.28
0.24
0.18
-14.7%
1.487
15.7%
0.24
0.13
0.21
0.27
0.24
0.18
-14.5%
1.456
14.4%
0.22
0.13
0.19
0.26
0.22
0.17
-11.4%
1.585
15.1%
0.23
0.13
0.20
0.27
0.23
0.18
-11.1%
1.683
12.1%
0.22
0.12
0.18
0.25
0.22
0.17
-7.9%
1.687
13.5%
0.22
0.12
0.17
0.26
0.22
0.16
-8.5%
1.681
15.5%
0.20
0.12
0.16
0.23
0.20
0.15
-8.9%
1.805
13.9%
0.22
0.12
0.16
0.26
0.22
0.16
-9.9%
1.957
16.2%
0.21
0.12
0.16
0.23
0.21
0.15
-7.6%
1.993
18.1%
0.21
0.11
0.16
0.24
0.21
0.15
-9.2%
1.982
17.9%
0.18
0.11
0.15
0.21
0.18
0.14
-9.8%
2.136
18.4%
0.19
0.11
0.16
0.22
0.19
0.14
-10.4%
2.272
16.1%
0.18
0.11
0.16
0.20
0.18
0.14
-10.3%
2.323
16.5%
0.18
0.10
0.16
0.22
0.18
0.13
-11.6%
2.282
15.2%
36.6%
19.9%
14.4%
45.7%
36.6%
24.6%
39.7%
23.1%
13.2%
44.4%
39.7%
26.7%
42.5%
19.6%
10.9%
44.0%
42.5%
25.7%
35.4%
5.2%
3.4%
42.0%
35.4%
15.7%
41.3%
15.4%
18.2%
39.8%
41.3%
25.3%
40.7%
17.0%
24.7%
37.9%
40.7%
27.4%
42.5%
22.4%
24.5%
36.4%
42.5%
30.0%
31.8%
17.9%
11.6%
33.7%
31.8%
21.5%
35.3%
22.8%
27.4%
30.9%
35.3%
28.4%
37.6%
26.2%
24.4%
50.2%
37.6%
30.2%
38.4%
28.2%
30.9%
53.3%
38.4%
32.9%
26.0%
22.7%
23.4%
52.5%
26.0%
24.6%
39.7%
29.0%
33.5%
52.6%
39.7%
34.4%
36.1%
31.6%
35.7%
52.3%
36.1%
34.6%
38.9%
33.0%
39.6%
53.4%
38.9%
37.2%
34.8%
21.6%
29.5%
49.3%
34.8%
28.8%
40.2%
31.0%
39.2%
54.1%
40.2%
36.8%
45.4%
32.1%
42.3%
52.5%
45.4%
39.8%
45.9%
33.1%
43.3%
53.0%
45.9%
40.6%
36.9%
24.4%
37.7%
53.0%
36.9%
32.8%
42.1%
34.1%
44.8%
53.0%
42.1%
40.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
69
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
15.9%
1.5%
17.8%
1.9%
19.0%
1.2%
22.6%
3.7%
25.2%
2.6%
27.5%
2.3%
29.5%
2.0%
32.2%
2.7%
34.1%
1.9%
35.7%
1.6%
37.0%
1.2%
39.3%
2.3%
40.4%
1.2%
42.0%
1.6%
43.7%
1.7%
47.1%
3.4%
49.2%
2.2%
52.6%
3.4%
55.7%
3.1%
59.7%
4.1%
61.8%
2.1%
Subscribers (000)
TEM (CHL)
1,205
1,225
1,154
1,225
1,295
1,400
1,470
1,554
1,651
1,710
1,761
1,849
1,884
1,944
2,031
2,270
2,500
2,739
3,002
3,318
4,907
784
977
1,118
1,274
1,409
1,583
1,766
1,939
2,024
2,088
2,161
2,293
2,373
2,456
2,532
2,684
2,751
2,922
3,056
3,265
3,395
Bellsouth (CHL)
403
482
602
691
757
800
827
860
939
1,020
1,023
1,032
1,063
1,161
1,238
1,301
1,350
1,403
1,451
1,430
N.A .
2,391
N.A .
2,684
N.A .
2,874
250
380
430
469
609
653
720
800
947
1,001
1,028
1,069
1,170
1,220
1,320
1,395
1,539
3,439
3,841
4,213
4,532
4,962
5,267
5,538
5,745
6,121
6,321
6,589
6,870
7,425
7,821
8,384
8,904
9,552
1,600
9,902
% Pre-Paid Subscribers
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
80.6%
81.4%
82.5%
82.9%
83.4%
82.2%
Y oY Subscriber Grow th
108.7%
86.2%
58.3%
59.1%
60.7%
57.0%
57.7%
44.3%
37.1%
31.5%
26.8%
23.4%
20.0%
19.0%
19.6%
21.3%
23.7%
27.2%
29.6%
28.6%
26.6%
TEM (CHL)
50.4%
45.6%
40.2%
35.6%
33.7%
33.2%
32.4%
31.3%
31.3%
30.9%
30.7%
30.2%
29.8%
29.5%
29.6%
30.6%
32.0%
32.7%
33.7%
34.7%
49.6%
32.8%
36.4%
38.9%
37.0%
36.7%
37.6%
39.0%
39.1%
38.4%
37.7%
37.6%
37.5%
37.5%
37.3%
36.9%
36.1%
35.2%
34.9%
34.3%
34.2%
34.3%
Bellsouth (CHL)
16.9%
18.0%
20.9%
20.1%
19.7%
19.0%
18.2%
17.3%
17.8%
18.4%
17.8%
16.9%
16.8%
17.6%
18.0%
17.5%
17.3%
16.7%
16.3%
15.0%
N.A .
N.A .
N.A .
7.3%
9.9%
10.2%
10.3%
12.3%
12.4%
13.0%
13.9%
15.5%
15.8%
15.6%
15.6%
15.8%
15.6%
15.7%
15.7%
16.1%
16.2%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
51
20
(70)
70
71
105
70
84
97
59
51
88
35
61
87
239
230
239
263
316
1,589
127
194
141
156
135
174
183
173
85
64
73
132
80
83
76
152
67
171
134
209
130
Bellsouth (CHL)
51
79
120
89
66
43
27
33
79
81
31
98
77
63
49
53
47
(21)
N.A .
N.A .
N.A .
N.A .
130
50
39
140
44
67
80
147
55
27
41
101
50
100
75
144
61
229
293
190
565
402
372
319
430
305
271
207
375
200
269
281
555
396
563
520
648
350
63.3%
75.4%
26.9%
67.6%
-0.9%
35.5%
47.9%
98.2%
85.3%
16.8%
-11.7%
-43.6%
-0.9%
-49.2%
-24.0%
-24.0%
-27.0%
-35.1%
-12.7%
-34.5%
109.5%
22%
7%
-37%
12%
18%
28%
22%
19%
32%
22%
25%
23%
17%
23%
31%
43%
58%
42%
51%
49%
454%
56%
66%
74%
28%
34%
47%
57%
40%
28%
24%
35%
35%
40%
31%
27%
27%
17%
30%
26%
32%
37%
Bellsouth (CHL)
22%
27%
63%
16%
16%
12%
8%
8%
26%
30%
1%
2%
15%
36%
27%
11%
12%
9%
9%
-3%
0%
N.A .
N.A .
N.A .
N.A .
32%
13%
12%
33%
14%
25%
39%
39%
27%
10%
15%
18%
13%
18%
14%
22%
17%
100%
100%
100%
56%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
100%
TEM (CHL)
1.5%
2.2%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
1.7%
1.7%
1.8%
1.9%
2.4%
2.4%
2.3%
2.4%
2.3%
2.2%
2.3%
2.6%
2.4%
1.8%
2.6%
1.8%
1.8%
1.5%
1.4%
1.4%
1.4%
1.4%
1.5%
1.4%
1.4%
1.2%
1.3%
1.3%
1.2%
2.0%
1.2%
1.4%
1.6%
1.4%
Bellsouth (CHL)
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
1.6%
2.4%
1.8%
1.8%
1.5%
1.4%
1.4%
1.4%
1.4%
1.6%
1.6%
1.6%
1.7%
1.8%
1.7%
1.8%
2.1%
1.7%
1.8%
2.1%
2.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
70
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
24.70
20.60
20.10
21.20
19.20
16.70
14.10
15.90
14.90
14.00
12.00
12.30
12.13
12.40
13.10
15.00
12.54
10.55
11.17
12.50
11.00
31.02
27.78
24.54
21.18
21.85
19.16
18.00
18.91
17.95
17.44
16.00
16.94
15.58
15.30
16.40
14.57
15.00
13.83
14.94
16.68
15.36
N.A
Bellsouth (CHL)
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A
N.A
N.A
N.A
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A
N.A
N.A
N.A
N.A
14.77
13.83
12.24
13.08
14.58
12.78
27.19
23.79
22.28
21.19
20.58
18.01
16.23
17.57
16.58
15.89
14.20
14.87
14.06
14.02
14.93
Y oY A RPU Grow th
N.A .
25.0%
14.1%
22.7%
-24.3%
-24.3%
-27.2%
-17.1%
-19.4%
-11.8%
-12.5%
-15.4%
-15.2%
-11.8%
5.1%
-0.7%
-1.6%
-12.7%
-12.4%
-1.3%
-7.5%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
89
121
100
100
100
98
96
94
101
94
94
97
94
93
95
97
93
86
87
91
88
163
147
141
146
146
140
142
159
152
137
133
137
130
123
128
132
129
122
124
129
125
Bellsouth (CHL)
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
118
133
120
123
124
120
121
130
129
118
115
119
114
110
113
116
112
105
106
110
103
85.3%
14.1%
-18.0%
-5.3%
4.7%
-9.3%
1.0%
5.5%
4.3%
-2.2%
-4.7%
-8.4%
-11.6%
-6.7%
-2.0%
-2.9%
-1.9%
-4.7%
-6.4%
-5.1%
-7.6%
TEM (CHL)
0.28
0.17
0.20
0.21
0.19
0.17
0.15
0.17
0.15
0.15
0.13
0.13
0.13
0.13
0.14
0.15
0.13
0.12
0.13
0.14
0.12
0.19
0.19
0.17
0.15
0.15
0.14
0.13
0.12
0.12
0.13
0.12
0.12
0.12
0.12
0.13
0.11
0.12
0.11
0.12
0.13
0.12
Bellsouth (CHL)
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.23
0.17
0.17
0.15
0.13
0.14
0.13
0.14
0.12
0.12
0.12
0.13
39.1%
29.5%
-27.7%
-16.6%
-27.9%
-21.4%
-22.8%
-9.8%
-8.2%
-7.6%
-4.1%
-5.4%
0.186
0.201
0.225
0.218
0.213
0.250
0.254
0.258
0.240
0.265
0.262
0.271
N.A .
145.3%
94.7%
94.7%
21.0%
20.1%
14.6%
24.7%
13.2%
18.4%
12.9%
5.8%
3.1%
TEM (CHL)
45.1%
43.8%
39.2%
14.0%
27.0%
24.0%
38.0%
29.0%
29.0%
32.7%
31.8%
30.0%
28.3%
28.7%
28.7%
45.0%
47.0%
42.0%
46.5%
48.0%
47.0%
48.0%
46.0%
45.0%
Bellsouth (CHL)
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
38.5%
37.1%
34.0%
29.8%
37.4%
33.6%
42.6%
39.5%
38.9%
41.1%
0.186
9.6%
0.19
0.181
N.A .
0.18
0.13
7.3%
0.13
2.3%
0.12
0.3%
0.12
0.12
0.13
N.A.
0.12
-8.4%
-6.4%
0.298
0.339
0.404
0.373
9.6%
12.5%
27.4%
18.0%
25.0%
25.0%
24.8%
28.9%
25.4%
41.0%
41.0%
44.3%
46.3%
24.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
39.2%
39.2%
33.4%
33.3%
34.6%
37.5%
25.1%
0.301
0.317
0.316
5.4%
25.4%
19.6%
20.5%
34.0%
34.0%
32.0%
29.9%
45.0%
45.0%
45.0%
47.0%
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
39.6%
38.3%
40.1%
40.1%
4.0%
N.A.
0.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
71
1Q00
4.1%
0.7%
2Q00
4.8%
0.7%
3Q00
5.9%
1.1%
4Q00
6.7%
0.8%
1Q01
7.9%
1.2%
2Q01
9.2%
1.3%
3Q01
10.3%
1.1%
4Q01
11.7%
1.5%
1Q02
12.6%
0.9%
2Q02
13.8%
1.1%
3Q02
14.8%
1.1%
18,082
5,914
28,104
52,100
N.A .
76.3%
21,637
7,628
31,735
61,000
N.A .
80.3%
23,939
10,199
40,532
74,670
N.A .
98.6%
45,134 51,630 58,908 64,413 69,643 74,590 80,302 111,446 117,676 123,806 129,087 135,001 141,616 150,256 185,468 194,380 204,292 213,874
12,770 16,250 20,200 23,756 27,033 30,786 34,067 38,424 59,716 64,904 69,641 75,260 91,516 97,286 102,513 107,411 112,081 116,414
27,356 32,420 37,653 42,531 53,233 56,124 61,800 40,521 29,224 32,781 35,744 40,050 35,561 42,763 17,302 18,280 18,451 18,762
85,260 100,300 116,761 130,700 149,909 161,500 176,169 190,391 206,616 221,491 234,472 250,311 268,693 290,305 305,283 320,071 334,824 349,050
49.6%
54.2%
58.7%
62.0%
66.3%
68.1%
70.4%
63.8%
65.1%
60.5%
60.9%
61.8%
62.9%
61.5%
62.4%
60.9%
61.7%
62.3%
97.4%
92.5%
91.4%
75.0%
75.8%
61.0%
50.9%
45.7%
37.8%
37.1%
33.1%
31.5%
30.0%
31.1%
30.2%
27.9%
24.6%
20.2%
34.7%
11.4%
53.9%
100.0%
35.5%
12.5%
52.0%
100.0%
32.1%
13.7%
54.3%
100.0%
52.9%
15.0%
32.1%
100.0%
51.5%
16.2%
32.3%
100.0%
50.5%
17.3%
32.2%
100.0%
49.3%
18.2%
32.5%
100.0%
46.5%
18.0%
35.5%
100.0%
46.2%
19.1%
34.8%
100.0%
45.6%
19.3%
35.1%
100.0%
57.0%
28.9%
14.1%
100.0%
55.9%
29.3%
14.8%
100.0%
55.1%
29.7%
15.2%
100.0%
53.9%
30.1%
16.0%
100.0%
52.7%
34.1%
13.2%
100.0%
51.8%
33.5%
14.7%
100.0%
60.8%
33.6%
5.7%
100.0%
60.7%
33.6%
5.7%
100.0%
61.0%
33.5%
5.5%
100.0%
61.3%
33.4%
5.4%
100.0%
2,461
1,714
4,725
8,900
-61.3%
3,555
1,714
3,631
8,900
107.9%
2,302 21,195
2,571
2,571
8,797 (13,176)
13,670 10,590
263.1%
88.9%
6,496
3,480
5,064
15,040
69.0%
7,278
3,950
5,233
16,461
85.0%
5,505
3,556
4,878
13,939
2.0%
5,231
3,277
10,702
19,209
81.4%
4,947
3,753
2,891
11,591
-22.9%
5,712 31,144
6,230
3,281
4,357 21,292
5,676 (21,279) (11,297)
14,669 14,222 16,225
-10.9%
2.0% -15.5%
6,130
5,188
3,557
14,875
28.3%
5,281
4,737
2,963
12,981
-11.5%
5,914
5,619
4,306
15,839
11.4%
6,615
16,256
(4,489)
18,382
13.3%
8,640 35,212
5,770
5,227
7,202 (25,461)
21,612 14,978
45.3%
15.4%
8,912
4,898
978
14,788
-6.6%
9,912
4,670
171
14,753
-19.7%
9,582
4,333
311
14,226
-34.2%
28%
19%
53%
100%
40%
19%
41%
100%
17%
19%
64%
100%
200%
24%
-124%
100%
43%
23%
34%
100%
44%
24%
32%
100%
39%
26%
35%
100%
27%
17%
56%
100%
43%
32%
25%
100%
39%
22%
39%
100%
219%
31%
-150%
100%
38%
131%
-70%
100%
41%
35%
24%
100%
41%
36%
23%
100%
37%
35%
27%
100%
36%
88%
-24%
100%
40%
27%
33%
100%
235%
35%
-170%
100%
60%
33%
7%
100%
67%
32%
1%
100%
67%
30%
2%
100%
0.9%
0.8%
N.A .
0.9%
0.9%
0.8%
N.A .
0.9%
0.7%
0.8%
N.A .
0.7%
0.5%
0.8%
N.A .
0.6%
0.5%
1.3%
N.A .
0.7%
0.5%
1.3%
N.A .
0.7%
0.8%
1.3%
N.A .
0.9%
0.8%
1.3%
N.A.
0.9%
0.6%
1.5%
N.A .
0.9%
0.6%
1.5%
N.A .
0.9%
0.7%
1.5%
N.A .
0.9%
1.0%
1.6%
N.A .
1.2%
1.0%
1.6%
N.A.
1.2%
0.9%
1.5%
N.A .
1.1%
0.9%
1.5%
N.A .
1.1%
0.9%
1.7%
N.A .
1.2%
1.1%
2.2%
N.A .
1.5%
1.4%
2.2%
N.A .
1.7%
1.4%
2.2%
N.A .
1.7%
1.4%
1.8%
N.A .
1.5%
1.3%
1.6%
N.A.
1.4%
58.5%
20.2%
21.3%
100.0%
4Q02
16.1%
1.2%
1Q03
17.2%
1.1%
2Q03
18.2%
1.0%
3Q03
19.4%
1.2%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
72
4Q03
20.8%
1.4%
1Q04
22.4%
1.6%
2Q04
23.5%
1.1%
3Q04
24.6%
1.1%
4Q04
25.8%
1.1%
1Q05
26.9%
1.1%
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
265.50
141.50
N.A .
234.94
N.A .
N.A .
232.00
138.00
N.A .
207.50
N.A .
N.A .
226.50
127.50
N.A .
196.92
N.A .
N.A .
221.00
117.00
N.A .
198.06
-25.6%
N.A .
162.00
100.00
N.A .
147.16
-37.4%
N.A .
155.00
93.00
N.A .
139.17
-32.9%
N.A .
141.00
81.70
N.A .
125.02
-36.5%
N.A .
127.00
76.30
N.A.
112.82
-43.0%
0.6%
125.00
74.00
N.A .
110.10
-25.2%
1.0%
120.00
69.75
N.A .
105.03
-24.5%
1.9%
113.00
64.99
N.A .
100.69
-19.5%
2.7%
104.64
72.90
N.A .
93.95
-16.7%
4.0%
103.94
71.86
N.A.
92.91
-15.6%
4.8%
103.00
68.46
N.A .
90.90
-13.5%
5.6%
101.00
67.03
N.A .
88.84
-11.8%
6.2%
101.00
61.10
N.A .
85.34
-9.2%
7.3%
96.26
61.80
N.A .
82.72
-11.0%
9.7%
96.00
59.48
N.A .
83.00
-8.7%
12.2%
90.00
56.42
N.A .
78.05
-12.1%
14.2%
91.00
53.80
N.A .
77.82
-8.8%
18.2%
89.00
54.60
N.A.
76.88
-7.1%
18.5%
324
N.A .
N.A .
324
N.A .
281
205
N.A .
261
N.A .
290
188
N.A .
260
N.A .
299
171
N.A .
271
-26.0%
274
166
N.A .
248
-23.3%
249
160
N.A .
226
-13.4%
222
160
N.A .
205
-20.9%
213
159
N.A.
198
-26.9%
210
156
N.A .
194
-21.7%
202
153
N.A .
187
-17.3%
209
148
N.A .
193
-5.8%
209
142
N.A .
186
-5.8%
209
185
N.A.
201
3.4%
231
198
N.A .
219
17.3%
248
203
N.A .
232
19.9%
232
198
N.A .
219
17.2%
275
210
N.A .
249
24.2%
290
216
N.A .
264
20.1%
299
213
N.A .
268
15.7%
309
209
N.A .
274
25.1%
318
206
N.A.
279
11.7%
0.82
N.A .
N.A .
0.73
N.A .
33.585
N.A .
0.83
0.67
N.A .
0.79
N.A .
35.202
N.A .
0.78
0.68
N.A .
0.76
N.A .
40.075
N.A .
0.74
0.68
N.A .
0.73
0.5%
47.515
47.2%
0.59
0.60
N.A .
0.59
-18.3%
40.960
22.0%
0.62
0.58
N.A .
0.62
-22.6%
45.312
28.7%
0.64
0.51
N.A .
0.61
-19.7%
46.407
15.8%
0.59
0.48
N.A.
0.57
-22.5%
47.489
-0.1%
0.59
0.47
N.A .
0.56
-5.4%
51.429
25.6%
0.58
0.45
N.A .
0.55
-10.4%
53.198
17.4%
0.52
0.43
N.A .
0.51
-16.8%
55.363
19.3%
0.48
0.49
N.A .
0.48
-14.7%
55.951
17.8%
0.47
0.37
N.A.
0.44
-21.5%
59.662
16.0%
0.42
0.33
N.A .
0.39
-29.0%
62.167
16.9%
0.38
0.32
N.A .
0.36
-29.1%
64.604
16.7%
0.39
0.30
N.A .
0.36
-25.2%
66.437
18.7%
0.31
0.27
N.A .
0.30
-32.0%
69.358
16.3%
0.29
0.25
N.A .
0.28
-29.3%
74.149
19.3%
0.26
0.23
N.A .
0.25
-30.6%
73.213
13.3%
0.23
0.22
N.A .
0.23
-35.7%
76.447
15.1%
0.22
0.23
N.A.
0.22
-24.9%
78.860
13.7%
54.5%
46.5%
N.A .
52.5%
56.0%
47.0%
N.A .
53.7%
56.0%
47.4%
N.A .
53.4%
56.0%
47.8%
N.A .
54.2%
57.0%
47.4%
N.A .
54.7%
58.0%
47.0%
N.A .
55.2%
58.0%
45.0%
N.A .
54.5%
58.0%
45.0%
N.A.
54.4%
58.0%
49.0%
N.A .
55.4%
60.1%
49.0%
N.A .
56.8%
59.1%
49.0%
N.A .
56.5%
60.4%
49.0%
N.A .
56.6%
59.5%
41.0%
N.A.
53.1%
58.5%
37.0%
N.A .
51.0%
59.2%
37.0%
N.A .
51.3%
57.0%
37.0%
N.A .
49.1%
57.6%
37.2%
N.A .
49.6%
56.6%
35.9%
N.A .
49.2%
55.9%
34.6%
N.A .
48.3%
53.5%
29.6%
N.A .
45.0%
54.0%
33.0%
N.A.
46.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
73
1Q00
4.9%
0.2%
2Q00
4.0%
-0.9%
3Q00
4.4%
0.4%
4Q00
5.3%
0.9%
1Q01
6.0%
0.7%
2Q01
6.4%
0.4%
3Q01
6.8%
0.4%
4Q01
7.4%
0.6%
1Q02
8.2%
0.8%
2Q02
9.0%
0.8%
3Q02
9.3%
0.3%
4Q02
10.0%
0.7%
1Q03
10.5%
0.4%
2Q03
11.7%
1.2%
3Q03
12.2%
0.5%
4Q03
13.4%
1.2%
1Q04
15.6%
2.2%
2Q04
16.8%
1.2%
3Q04
18.4%
1.6%
4Q04
22.7%
4.3%
1Q05
26.5%
3.8%
958
1,092
N.A .
2,049
N.A .
12.8%
967
724
N.A .
1,690
N.A .
-11.7%
1,052
827
N.A .
1,878
N.A .
-4.3%
1,226
1,032
N.A .
2,257
N.A .
14.8%
1,414
1,144
N.A .
2,558
N.A .
24.8%
1,537
1,195
N.A .
2,731
N.A .
61.6%
1,781
1,144
N.A .
2,926
N.A .
55.8%
2,078
1,126
N.A.
3,204
N.A.
42.0%
2,292
1,254
N.A .
3,546
N.A .
38.6%
2,579
1,327
N.A .
3,905
N.A .
43.0%
2,802
1,276
N.A .
4,077
N.A .
39.4%
3,058
1,348
N.A .
4,407
N.A .
37.5%
3,048
1,580
N.A.
4,628
N.A.
30.5%
3,518
1,684
N.A .
5,202
N.A .
33.2%
3,644
1,824
N.A .
5,468
N.A .
34.1%
3,674
1,915
430
6,019
68.4%
36.6%
4,106
2,289
653
7,048
68.2%
52.3%
4,319
2,528
795
7,642
69.2%
46.9%
4,746
2,671
976
8,394
70.4%
53.5%
5,814
3,297
1,290
10,401
73.9%
72.8%
7,022
3,699
1,464
12,185
76.4%
72.9%
46.7%
53.3%
N.A .
100.0%
57.2%
42.8%
N.A .
100.0%
56.0%
44.0%
N.A .
100.0%
54.3%
45.7%
N.A .
100.0%
55.3%
44.7%
N.A .
100.0%
56.3%
43.7%
N.A .
100.0%
60.9%
39.1%
N.A .
100.0%
64.9%
35.1%
N.A.
100.0%
64.6%
35.4%
N.A .
100.0%
66.0%
34.0%
N.A .
100.0%
68.7%
31.3%
N.A .
100.0%
69.4%
30.6%
N.A .
100.0%
65.9%
34.1%
N.A.
100.0%
67.6%
32.4%
N.A .
100.0%
66.6%
33.4%
N.A .
100.0%
61.0%
31.8%
7.1%
100.0%
58.3%
32.5%
9.3%
100.0%
56.5%
33.1%
10.4%
100.0%
56.5%
31.8%
11.6%
100.0%
55.9%
31.7%
12.4%
100.0%
57.6%
30.4%
12.0%
100.0%
42
41
N.A .
83
N.M.
9
(368)
N.A .
(359)
N.M.
85
103
N.A .
188
288.2%
174
205
N.A .
379
N.M.
188
113
N.A .
301
262.9%
123
50
N.A .
174
N.M.
244
(50)
N.A .
194
3.4%
297
(18)
N.A.
278
-26.5%
214
128
N.A .
342
13.7%
287
73
N.A .
359
106.9%
223
(51)
N.A .
172
-11.5%
257
73
N.A .
329
18.4%
(11)
232
N.A.
221
-35.4%
471
104
N.A .
575
59.9%
126
140
N.A .
266
54.6%
30
91
430
551
67.2%
432
374
224
1,030
366.4%
213
239
141
594
3.3%
427
143
182
752
182.6%
1,068
626
313
2,007
264.5%
1,208
402
175
1,785
73.3%
51%
49%
0%
100%
N.M.
N.M.
N.A .
100%
45%
55%
0%
100%
46%
54%
0%
100%
63%
37%
0%
100%
71%
29%
0%
100%
126%
-26%
0%
100%
107%
-7%
0%
100%
63%
37%
0%
100%
80%
20%
0%
100%
130%
-30%
0%
100%
78%
22%
0%
100%
-5%
105%
0%
100%
82%
18%
0%
100%
47%
53%
0%
100%
5%
17%
78%
100%
42%
36%
22%
100%
36%
40%
24%
100%
57%
19%
24%
100%
53%
31%
16%
100%
68%
23%
10%
100%
5.1%
N.A .
N.A .
5.1%
5.1%
N.A .
N.A .
5.1%
1.5%
N.A .
N.A .
1.5%
3.7%
N.A .
N.A .
3.7%
3.0%
N.A .
N.A .
3.0%
2.6%
N.A .
N.A .
2.6%
1.8%
N.A .
N.A .
1.8%
2.7%
N.A.
N.A.
2.7%
2.5%
N.A .
N.A .
2.5%
2.0%
N.A .
N.A .
2.0%
1.8%
N.A .
N.A .
1.8%
2.1%
N.A .
N.A .
2.1%
2.4%
N.A.
N.A.
2.4%
2.1%
N.A .
N.A .
2.1%
2.8%
N.A .
N.A .
2.8%
4.3%
N.A .
N.A .
4.3%
2.7%
3.0%
0.2%
2.6%
2.6%
2.4%
0.5%
2.3%
2.6%
3.1%
0.6%
2.5%
2.2%
2.5%
0.5%
2.1%
1.6%
2.8%
1.7%
2.2%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
74
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
17.16
N.A .
N.A .
17.16
N.A .
N.A .
14.91
N.A .
N.A .
14.91
N.A .
N.A .
14.19
N.A .
N.A .
14.19
N.A .
N.A .
15.01
N.A.
N.A.
15.01
N.A.
N.A.
14.50
N.A .
N.A .
14.50
-15.5%
N.A .
13.56
N.A .
N.A .
13.56
-9.1%
N.A .
12.25
N.A .
N.A .
12.25
-13.7%
N.A .
11.64
N.A .
N.A .
11.64
-22.4%
N.A .
15.00
N.A.
N.A.
15.00
3.4%
N.A.
11.43
N.A .
N.A .
11.43
-15.7%
N.A .
10.70
N.A .
N.A .
10.70
-12.6%
N.A .
12.00
N.A .
N.A .
12.00
3.1%
N.A .
10.29
N.A .
N.A .
10.29
-31.4%
N.A .
11.04
N.A .
N.A .
11.04
-3.4%
N.A .
11.71
N.A .
N.A .
11.71
9.4%
N.A .
11.24
N.A .
N.A .
11.24
-6.3%
N.A .
11.54
N.A.
N.A.
11.54
12.2%
N.A.
97
N.A .
N.A .
97
3.5%
102
N.A .
N.A .
102
19.7%
104
N.A .
N.A .
104
31.2%
115
N.A .
N.A .
115
24.4%
108
N.A .
N.A .
108
11.4%
87
N.A .
N.A .
87
-15.1%
80
N.A .
N.A .
80
-23.1%
88
N.A.
N.A.
88
-23.5%
77
N.A .
N.A .
77
-28.9%
75
N.A .
N.A .
75
-13.7%
77
N.A .
N.A .
77
-4.2%
83
N.A .
N.A .
83
-5.7%
82
N.A.
N.A.
82
6.2%
82
N.A .
N.A .
82
9.2%
80
N.A .
N.A .
80
4.4%
87
N.A .
N.A .
87
4.8%
95
N.A .
N.A .
95
16.5%
106
N.A .
N.A .
106
29.3%
121
N.A .
N.A .
121
51.3%
133
N.A .
N.A .
133
52.9%
131
N.A.
N.A.
131
37.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.16
N.A .
N.A .
0.16
N.A .
0.124
N.A .
0.17
N.A .
N.A .
0.17
N.A .
0.118
N.A .
0.18
N.A .
N.A .
0.18
N.A .
0.120
N.A .
0.17
N.A.
N.A.
0.17
N.A.
0.138
N.A.
0.19
N.A .
N.A .
0.19
18.9%
0.147
18.5%
0.18
N.A .
N.A .
0.18
5.3%
0.152
28.1%
0.16
N.A .
N.A .
0.16
-9.9%
0.147
21.8%
0.14
N.A .
N.A .
0.14
-17.8%
0.148
7.4%
0.18
N.A.
N.A.
0.18
-2.6%
0.203
38.4%
0.14
N.A .
N.A .
0.14
-22.8%
0.169
11.2%
0.13
N.A .
N.A .
0.13
-16.3%
0.171
16.8%
0.14
N.A .
N.A .
0.14
-1.7%
0.207
39.5%
0.11
N.A .
N.A .
0.11
-41.1%
0.202
-0.8%
0.10
N.A .
N.A .
0.10
-25.3%
0.243
44.3%
0.10
N.A .
N.A .
0.10
-27.6%
0.282
64.5%
0.08
N.A .
N.A .
0.08
-38.7%
0.317
53.3%
0.09
N.A.
N.A.
0.09
-18.6%
0.391
93.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
17.3%
N.A .
N.A .
17.3%
18.8%
N.A .
N.A .
18.8%
18.0%
N.A .
N.A .
18.0%
26.6%
N.A .
N.A .
26.6%
12.9%
N.A.
N.A.
12.9%
18.0%
N.A .
N.A .
18.0%
30.9%
N.A .
N.A .
30.9%
33.2%
N.A .
N.A .
33.2%
36.7%
N.A .
N.A .
36.7%
32.7%
N.A.
N.A.
32.7%
36.0%
N.A .
N.A .
36.0%
37.2%
N.A .
N.A .
37.2%
33.1%
N.A .
N.A .
33.1%
25.3%
N.A .
N.A .
25.3%
34.0%
N.A .
N.A .
34.0%
29.1%
N.A .
N.A .
29.1%
20.2%
N.A .
N.A .
20.2%
21.8%
19.7%
N.A.
20.9%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
75
1Q00
21.8%
2.9%
2Q00
32.9%
11.1%
3Q00
36.0%
3.1%
4Q00
42.0%
6.0%
1Q01
45.9%
3.9%
2Q01
52.8%
6.9%
3Q01
58.8%
6.0%
4Q01
67.6%
8.8%
1Q02
71.4%
3.8%
2Q02
75.6%
4.2%
3Q02
78.5%
2.9%
4Q02
83.0%
4.5%
1Q03
85.2%
2.1%
2Q03
86.8%
1.6%
3Q03
89.1%
2.3%
4Q03
94.3%
5.1%
1Q04
95.7%
1.4%
2Q04
97.8%
2.1%
3Q04
99.4%
1.6%
4Q04
104.7%
5.3%
1Q05
106.3%
1.6%
1,088
1,158
0
2,246
N.A .
100.9%
2,000
1,388
0
3,388
N.A .
141.5%
2,090
1,618
0
3,708
N.A .
115.8%
2,171
1,850
300
4,321
N.A .
121.6%
2,300
2,000
425
4,725
N.A .
110.4%
2,655
2,240
540
5,435
N.A .
60.4%
2,925
2,450
680
6,055
N.A .
63.3%
3,240
2,850
870
6,960
N.A.
61.1%
3,411
2,956
987
7,354
N.A .
55.6%
3,567
3,150
1,071
7,788
N.A .
43.3%
3,700
3,250
1,140
8,090
N.A .
33.6%
3,891
3,510
1,150
8,551
75.0%
22.9%
3,951
3,550
1,271
8,772
75.0%
19.3%
3,993
3,607
1,338
8,938
76.0%
14.8%
4,050
3,691
1,438
9,179
77.0%
13.5%
4,215
3,947
1,547
9,709
77.0%
13.5%
4,283
3,980
1,590
9,853
77.0%
12.3%
4,320
4,075
1,678
10,073
78.0%
12.7%
4,362
4,130
1,747
10,239
73.0%
11.5%
4,591
4,360
1,831
10,782
73.0%
11.1%
4,664
4,390
1,892
10,946
77.0%
11.1%
48.4%
51.6%
N.A .
100.0%
59.0%
41.0%
N.A .
100.0%
56.4%
43.6%
N.A .
100.0%
50.2%
42.8%
6.9%
100.0%
48.7%
42.3%
9.0%
100.0%
48.9%
41.2%
9.9%
100.0%
48.3%
40.5%
11.2%
100.0%
46.6%
40.9%
12.5%
100.0%
46.4%
40.2%
13.4%
100.0%
45.8%
40.4%
13.8%
100.0%
45.7%
40.2%
14.1%
100.0%
45.5%
41.0%
13.4%
100.0%
45.0%
40.5%
14.5%
100.0%
44.7%
40.4%
15.0%
100.0%
44.1%
40.2%
15.7%
100.0%
43.4%
40.7%
15.9%
100.0%
43.5%
40.4%
16.1%
100.0%
42.9%
40.5%
16.7%
100.0%
42.6%
40.3%
17.1%
100.0%
42.6%
40.4%
17.0%
100.0%
42.6%
40.1%
17.3%
100.0%
13
283
N.A .
296
89.7%
912
230
N.A .
1,142
300.7%
90
230
N.A .
320
1.6%
81
232
300
613
164.2%
129
150
125
404
36.5%
355
240
115
710
-37.8%
270
210
140
620
93.8%
315
400
190
905
47.6%
171
106
117
394
-2.5%
156
194
84
434
-38.8%
133
100
69
302
-51.3%
191
260
10
461
-49.0%
60
40
121
220
-44.1%
42
57
67
166
-61.8%
57
84
101
242
-19.9%
165
256
109
530
14.8%
68
33
43
144
-34.6%
37
95
88
220
32.6%
42
55
69
166
-31.3%
229
230
84
543
2.5%
73
30
61
164
13.9%
4%
96%
0%
100%
80%
20%
0%
100%
28%
72%
0%
100%
13%
38%
49%
100%
32%
37%
31%
100%
50%
34%
16%
100%
44%
34%
23%
100%
35%
44%
21%
100%
43%
27%
30%
100%
36%
45%
19%
100%
44%
33%
23%
100%
41%
56%
2%
100%
27%
18%
55%
100%
25%
34%
40%
100%
24%
35%
42%
100%
31%
48%
21%
100%
47%
23%
30%
100%
17%
43%
40%
100%
25%
33%
42%
100%
42%
42%
15%
100%
45%
18%
37%
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1.3%
N.A .
N.A .
1.3%
1.3%
N.A .
N.A .
1.3%
1.3%
N.A .
N.A .
1.3%
1.3%
N.A .
N.A .
1.3%
1.3%
N.A.
N.A.
1.3%
1.1%
N.A .
N.A .
1.1%
0.9%
0.8%
N.A .
0.9%
0.8%
N.A .
N.A .
0.8%
0.8%
0.9%
1.0%
0.9%
0.8%
1.2%
1.0%
1.0%
0.9%
1.1%
1.0%
1.0%
0.9%
0.9%
1.0%
0.9%
0.9%
0.9%
1.0%
0.9%
0.9%
0.9%
1.0%
0.9%
0.9%
0.9%
1.0%
0.9%
0.9%
0.9%
1.0%
0.9%
0.9%
0.9%
1.0%
0.9%
1.1%
1.1%
1.2%
1.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
76
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
978.00
N.A .
978.00
-11.1%
N.A .
841.00
931.50
780.00
870.77
-19.8%
10.0%
800.00
885.00
770.00
831.06
-22.4%
11.0%
620.00
725.00
680.00
670.26
-34.6%
12.0%
610.00
700.00
620.00
647.78
-33.8%
12.0%
613.00
650.00
590.00
624.62
-28.3%
12.0%
615.00
600.00
570.00
602.79
-27.5%
12.0%
578.00
487.00
536.80
535.20
-20.1%
12.0%
560.00
489.00
683.00
549.75
-15.1%
12.0%
535.00
512.00
660.00
545.34
-12.7%
13.0%
530.00
512.00
645.00
541.01
-10.2%
13.0%
503.00
487.00
643.00
519.13
-3.0%
15.9%
509.00
465.00
642.00
513.36
-6.6%
15.9%
506.00
474.00
633.00
514.76
-5.6%
15.6%
504.00
470.00
630.00
511.65
-5.4%
15.8%
460.00
470.00
625.00
492.53
-5.1%
16.6%
138
N.A .
N.A .
138
N.A .
128
N.A .
N.A .
128
N.A .
117
79
N.A.
99
-37.6%
108
78
N.A .
94
-36.7%
99
75
N.A .
88
-36.4%
94
73
N.A .
84
-34.0%
94
76
N.A .
85
-13.9%
88
76
90
83
-11.3%
89
77
90
84
-3.9%
90
80
90
86
2.3%
89
77
87
84
-1.9%
87
77
86
83
-0.8%
82
76
86
80
-4.8%
86
77
85
82
-4.5%
86
76
85
82
-2.4%
79
76
84
79
-5.0%
N.A .
N.A .
N.A .
7.09
N.A .
14.905
60.3%
5.87
N.A .
N.A .
6.15
N.A .
15.008
29.9%
6.02
11.20
N.A.
7.45
10.7%
16.224
25.8%
5.05
9.29
N.A .
6.27
-9.1%
14.391
3.5%
5.36
9.33
N.A .
6.50
-8.3%
14.713
-1.3%
5.67
8.90
N.A .
6.53
6.2%
14.877
-0.9%
5.68
7.89
N.A .
6.21
-16.7%
15.047
-7.3%
5.71
6.41
5.96
5.64
-10.0%
13.907
-3.4%
5.54
5.59
7.59
5.74
-11.7%
14.603
-0.7%
5.11
5.55
6.45
5.51
-15.6%
14.819
-0.4%
5.15
5.78
6.52
5.62
-9.5%
15.328
1.9%
5.01
5.06
6.56
5.27
-6.6%
15.233
9.5%
5.38
4.89
6.53
5.38
-6.2%
15.344
5.1%
5.14
4.92
6.52
5.28
-4.1%
15.684
5.8%
5.10
4.95
6.47
5.27
-6.2%
16.133
5.3%
5.05
4.82
6.50
5.22
-1.0%
16.053
5.4%
47.2%
N.A .
N.A .
47.2%
N.A .
N.A .
N.A .
N.A .
44.1%
36.1%
-33.0%
31.2%
48.0%
N.A .
2.0%
37.7%
49.7%
46.2%
7.3%
42.5%
52.9%
N.A .
13.4%
43.6%
47.6%
44.0%
N.A .
45.9%
51.7%
45.0%
22.7%
44.8%
51.8%
44.4%
30.3%
45.6%
49.3%
45.1%
26.1%
44.0%
50.2%
37.7%
33.0%
42.4%
50.0%
41.0%
31.0%
43.3%
50.2%
44.3%
31.9%
44.7%
48.0%
45.9%
31.5%
44.3%
46.3%
45.0%
35.0%
43.9%
46.5%
45.5%
35.0%
44.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
77
1Q00
47.3%
2.5%
2Q00
51.1%
3.9%
3Q00
55.3%
4.2%
4Q00
58.3%
3.0%
1Q01
65.7%
7.4%
2Q01
69.3%
3.6%
3Q01
72.9%
3.6%
4Q01
72.3%
-0.6%
1Q02
72.3%
0.0%
2Q02
74.2%
1.9%
3Q02
76.9%
2.7%
4Q02
78.1%
1.2%
1Q03
81.3%
3.2%
2Q03
87.1%
5.8%
3Q03
92.8%
5.6%
4Q03
92.6%
-0.1%
1Q04
89.1%
-3.5%
2Q04
90.7%
1.5%
3Q04
91.8%
1.1%
4Q04
93.6%
1.8%
1Q05
93.6%
0.0%
1,089
836
395
179
N.A .
2,499
N.A .
46.4%
1,193
852
453
208
N.A .
2,706
N.A .
28.2%
1,268
902
479
279
N.A .
2,928
N.A .
28.7%
1,400
875
517
297
N.A .
3,089
N.A .
30.7%
1,743
876
534
331
N.A .
3,484
N.A .
39.4%
1,866
891
567
354
N.A .
3,678
N.A .
35.9%
1,916
1,012
593
351
N.A .
3,872
N.A .
32.2%
1,896
1,038
623
288
N.A.
3,845
N.A.
24.5%
1,873
1,059
597
322
N.A .
3,851
N.A .
10.5%
1,868
1,092
585
413
N.A .
3,958
N.A .
7.6%
1,935
1,143
574
449
N.A .
4,101
N.A .
5.9%
1,975
1,258
509
421
N.A .
4,163
N.A .
8.3%
2,076
1,360
511
394
N.A.
4,341
N.A.
12.7%
2,258
1,406
546
443
N.A .
4,653
44.0%
17.6%
2,409
1,505
585
457
N.A .
4,956
46.0%
20.8%
2,471
1,429
576
472
2
4,950
46.0%
18.9%
2,421
1,313
558
470
4
4,766
46.0%
9.8%
2,392
1,347
605
467
39
4,850
46.0%
4.2%
2,362
1,397
637
462
53
4,911
46.0%
-0.9%
2,407
1,419
0
1,115
68
5,009
46.0%
1.2%
2,429
1,376
0
1,100
106
5,011
46.0%
5.1%
43.6%
33.5%
15.8%
7.2%
N.A .
100.0%
44.1%
31.5%
16.7%
7.7%
N.A .
100.0%
43.3%
30.8%
16.4%
9.5%
N.A .
100.0%
45.3%
28.3%
16.7%
9.6%
N.A .
100.0%
50.0%
25.1%
15.3%
9.5%
N.A .
100.0%
50.7%
24.2%
15.4%
9.6%
N.A .
100.0%
49.5%
26.1%
15.3%
9.1%
N.A .
100.0%
49.3%
27.0%
16.2%
7.5%
N.A.
100.0%
48.6%
27.5%
15.5%
8.4%
N.A .
100.0%
47.2%
27.6%
14.8%
10.4%
N.A .
100.0%
47.2%
27.9%
14.0%
10.9%
N.A .
100.0%
47.4%
30.2%
12.2%
10.1%
N.A .
100.0%
47.8%
31.3%
11.8%
9.1%
N.A.
100.0%
48.5%
30.2%
11.7%
9.5%
N.A .
100.0%
48.6%
30.4%
11.8%
9.2%
N.A .
100.0%
49.9%
28.9%
11.6%
9.5%
N.A .
100.0%
50.8%
27.5%
11.7%
9.9%
0.1%
100.0%
49.3%
27.8%
12.5%
9.6%
0.8%
100.0%
48.1%
28.4%
13.0%
9.4%
1.1%
100.0%
48.1%
28.3%
N.A .
22.3%
1.4%
100.0%
48.5%
27.5%
N.A.
22.0%
2.1%
100.0%
52
(10)
85
9
N.A .
136
60.0%
104
16
58
29
N.A .
207
-48.8%
75
50
26
71
N.A .
222
35.4%
132
(27)
38
18
N.A .
161
82.4%
343
1
18
34
N.A .
396
190.8%
123
15
33
23
N.A .
194
-6.3%
50
121
26
(3)
N.A .
194
-12.6%
(20)
26
30
(63)
N.A.
(27)
N.M.
(23)
21
(26)
34
N.A .
6
-98.5%
(5)
33
(12)
91
N.A .
107
-44.8%
67
40
101
51
115
102
(11)
(65)
2
36
(28)
(27)
N.A .
N.A .
N.A.
143
62
178
-26.3% -329.6% 2866.7%
182
46
35
49
N.A .
312
191.6%
151
99
39
14
N.A .
303
111.9%
62
(76)
(9)
15
2
(6)
N.M.
(50)
(116)
(18)
(2)
2
(184)
N.M.
(29)
34
47
(3)
35
84
-73.0%
(30)
50
32
(5)
14
61
-79.9%
45
22
(637)
653
15
98
N.M.
22
(43)
0
(15)
38
2
N.M.
38%
-7%
63%
7%
0%
100%
50%
8%
28%
14%
0%
100%
34%
23%
12%
32%
0%
100%
82%
-17%
23%
11%
0%
100%
87%
0%
4%
9%
0%
100%
63%
8%
17%
12%
0%
100%
26%
62%
13%
-2%
0%
100%
N.M.
N.M.
N.M.
N.M.
N.M.
100%
-383%
350%
-433%
567%
0%
100%
-5%
31%
-11%
85%
0%
100%
47%
36%
-8%
25%
0%
100%
65%
185%
-105%
-45%
0%
100%
57%
57%
1%
-15%
0%
100%
58%
15%
11%
16%
0%
100%
50%
33%
13%
5%
0%
100%
N.M.
N.M.
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
N.M.
N.M.
100%
-34%
40%
56%
-4%
42%
100%
-49%
82%
53%
-8%
23%
100%
46%
22%
-650%
667%
15%
100%
1253%
-2450%
0%
-855%
2151%
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
3.1%
N.A .
N.A .
N.A .
N.A .
3.1%
2.5%
N.A .
N.A .
N.A .
N.A .
2.5%
2.0%
N.A .
N.A .
N.A .
N.A .
2.0%
2.3%
N.A .
N.A .
N.A .
N.A .
2.3%
2.0%
N.A.
N.A.
N.A.
N.A.
2.0%
1.8%
N.A .
N.A .
N.A .
N.A .
1.8%
2.7%
N.A .
N.A .
N.A .
N.A .
2.7%
2.7%
N.A .
N.A .
N.A .
N.A .
2.7%
3.3%
N.A .
N.A .
N.A .
N.A .
3.3%
3.1%
N.A .
N.A .
N.A .
N.A .
3.1%
2.9%
N.A .
N.A .
N.A .
N.A .
2.9%
2.8%
N.A .
N.A .
N.A .
N.A .
2.8%
2.6%
N.A.
N.A.
N.A.
N.A.
2.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
78
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
232.00
300.70
197.59
164.95
N.A .
244.74
-1.3%
8.0%
228.00
295.51
183.05
172.14
N.A .
237.44
-2.7%
8.0%
224.00
290.33
183.63
162.84
N.A .
232.00
-3.3%
8.9%
220.00
285.15
175.92
129.86
N.A .
222.42
-5.8%
9.4%
201.00
260.52
162.92
273.00
N.A .
216.97
-11.3%
9.3%
195.00
252.74
173.52
280.00
N.A .
213.86
-9.9%
9.3%
193.00
250.15
171.56
303.00
N.A .
214.62
-7.5%
9.3%
200.00
259.22
176.75
289.00
N.A.
218.89
-1.6%
10.0%
189.33
269.00
176.17
172.00
N.A .
207.75
-4.2%
10.3%
218.35
275.00
184.59
186.00
N.A .
225.61
5.5%
10.9%
207.54
269.00
232.44
185.00
N.A .
225.69
5.2%
11.0%
208.39
246.00
234.41
182.00
N.A .
220.27
0.6%
11.0%
183.15
231.00
229.32
183.00
N.A.
203.56
-2.0%
11.6%
184.96
234.00
254.76
192.00
N.A .
208.64
-7.5%
11.9%
170.00
256.00
238.28
216.00
N.A .
208.42
-7.7%
12.1%
167.00
228.47
215.82
205.00
N.A .
193.98
-11.9%
12.2%
169.00
215.80
212.38
245.00
N.A .
194.49
-4.5%
13.2%
180.00
209.66
251.74
264.00
364.00
206.76
-0.9%
13.3%
180.00
194.17
251.42
270.00
327.60
203.35
-2.4%
13.3%
189.00
187.65
0.00
245.00
327.61
202.96
4.6%
12.9%
183.00
196.00
0.00
233.00
325.67
200.55
3.1%
12.9%
142
N.A .
N.A .
N.A .
N.A .
142
-4.1%
136
N.A .
N.A .
N.A .
N.A .
136
-8.1%
130
N.A .
N.A .
N.A .
N.A .
130
-12.2%
124
N.A .
N.A .
N.A .
N.A .
124
-16.2%
120
N.A .
N.A .
N.A .
N.A .
120
-15.5%
118
N.A .
N.A .
N.A .
N.A .
118
-13.2%
116
N.A .
N.A .
N.A .
N.A .
116
-10.8%
116
N.A.
N.A.
N.A.
N.A.
116
-6.5%
116
156
N.A .
87
N.A .
126
5.1%
136
166
N.A .
107
N.A .
142
20.4%
137
160
N.A .
107
N.A .
141
21.4%
129
153
N.A .
100
N.A .
134
15.6%
126
147
N.A.
114
N.A.
132
4.8%
126
152
N.A .
134
N.A .
136
-4.4%
130
149
N.A .
142
N.A .
138
-2.2%
121
150
N.A .
149
N.A .
133
-0.5%
128
147
N.A .
147
N.A .
136
3.0%
142
157
N.A .
157
N.A .
149
9.4%
146
139
N.A .
176
N.A .
147
6.7%
143
151
N.A .
192
N.A .
157
17.3%
142
153
N.A.
199
N.A.
158
16.1%
1.63
N.A .
N.A .
N.A .
N.A .
1.59
-5.4%
1.785
44.1%
1.68
N.A .
N.A .
N.A .
N.A .
1.61
2.6%
1.854
32.7%
1.72
N.A .
N.A .
N.A .
N.A .
1.63
6.7%
1.961
24.2%
1.77
N.A .
N.A .
N.A .
N.A .
1.62
9.6%
2.007
22.3%
1.68
N.A .
N.A .
N.A .
N.A .
1.64
3.4%
2.146
20.2%
1.65
N.A .
N.A .
N.A .
N.A .
1.64
2.3%
2.332
25.8%
1.66
N.A .
N.A .
N.A .
N.A .
1.68
3.2%
2.450
24.9%
1.55
N.A.
N.A.
N.A.
N.A.
1.70
4.5%
2.549
27.0%
1.46
1.72
N.A .
1.77
N.A .
1.48
-9.9%
2.140
-0.3%
1.43
1.66
N.A .
1.55
N.A .
1.42
-13.9%
2.478
6.2%
1.34
1.68
N.A .
1.54
N.A .
1.43
-15.0%
2.504
2.2%
1.43
1.61
N.A .
1.62
N.A .
1.46
-13.9%
2.567
0.7%
1.29
1.57
N.A.
1.40
N.A.
1.36
-7.8%
2.424
13.3%
1.30
1.54
N.A .
1.22
N.A .
1.35
-4.4%
2.609
5.3%
1.16
1.72
N.A .
1.26
N.A .
1.33
-6.7%
2.674
6.8%
1.22
1.52
N.A .
1.13
N.A .
1.28
-12.7%
2.718
5.9%
1.17
1.47
N.A .
1.35
N.A .
1.24
-9.0%
2.775
14.5%
1.12
1.34
N.A .
1.35
N.A .
1.21
-10.8%
2.800
7.3%
1.09
1.40
N.A .
1.21
N.A .
1.20
-9.9%
2.871
7.4%
1.17
1.24
N.A .
1.07
N.A .
1.13
-11.5%
2.935
8.0%
1.14
1.28
N.A.
0.98
N.A.
1.11
-10.8%
3.044
9.7%
38.3%
35.2%
24.0%
21.0%
N.A .
N.A .
-81.4% -129.4%
N.A .
N.A .
21.8%
11.2%
35.2%
23.1%
N.A .
-91.2%
N.A .
16.5%
24.1%
22.0%
N.A .
-78.7%
N.A .
11.9%
26.2%
25.5%
N.A .
-40.8%
N.A .
18.4%
31.8%
29.0%
25.9%
29.3%
N.A .
N.A.
-82.6% -144.1%
N.A .
N.A.
17.7%
13.6%
27.9%
27.7%
-33.9%
-66.0%
N.A .
10.4%
30.5%
29.9%
2.0%
-92.5%
N.A .
13.3%
34.4%
28.9%
7.6%
-39.9%
N.A .
21.0%
32.4%
30.5%
7.6%
-9.0%
N.A .
24.6%
27.8%
26.6%
13.0%
-1.2%
N.A.
23.1%
27.3%
27.0%
13.0%
-29.0%
N.A .
20.2%
32.1%
29.2%
12.0%
-8.5%
N.A .
25.1%
32.7%
25.1%
37.0%
12.1%
N.A .
29.0%
30.1%
24.4%
12.0%
3.0%
N.A .
23.7%
34.3%
19.3%
15.0%
1.0%
N.A .
24.4%
33.0%
20.4%
16.0%
1.6%
N.A .
24.2%
27.9%
1.6%
0.0%
2.4%
N.A .
14.6%
31.0%
21.2%
0.0%
2.3%
N.A.
21.8%
31.5%
24.0%
N.A .
-64.5%
N.A .
20.4%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
79
1Q00
1.8%
0.4%
2Q00
2.4%
0.6%
3Q00
2.7%
0.3%
4Q00
3.1%
0.4%
1Q01
3.8%
0.8%
2Q01
4.0%
0.2%
3Q01
4.3%
0.3%
4Q01
4.7%
0.4%
1Q02
5.2%
0.5%
2Q02
5.5%
0.4%
3Q02
5.7%
0.2%
4Q02
6.2%
0.5%
1Q03
6.6%
0.4%
2Q03
7.1%
0.5%
3Q03
7.7%
0.5%
4Q03
8.2%
0.5%
1Q04
8.6%
0.4%
2Q04
8.9%
0.3%
3Q04
9.5%
0.6%
4Q04
10.6%
1.1%
1Q05
12.0%
1.3%
680
450
1,130
N.A .
242.4%
850
650
1,500
N.A .
222.6%
1,020
700
1,720
N.A .
184.3%
1,230
900
2,130
N.A .
144.8%
1,470
1,205
2,675
N.A .
136.8%
1,620
1,183
2,803
N.A .
86.8%
1,750
1,269
3,019
N.A .
75.5%
1,860
1,407
3,267
N.A.
53.4%
1,960
1,601
3,561
N.A .
33.1%
2,110
1,718
3,828
N.A .
36.6%
2,130
1,816
3,946
N.A .
30.7%
2,280
1,979
4,259
N.A .
30.4%
2,440
2,129
4,569
80.0%
28.3%
2,560
2,400
4,960
79.0%
29.6%
2,784
2,579
5,363
79.0%
35.9%
2,991
2,740
5,731
78.0%
34.6%
3,155
2,900
6,055
77.0%
32.5%
3,292
3,030
6,322
76.0%
27.5%
3,550
3,200
6,750
79.0%
25.9%
4,020
3,570
7,590
80.0%
32.4%
4,430
4,136
8,566
82.4%
41.5%
60.2%
39.8%
100.0%
56.7%
43.3%
100.0%
59.3%
40.7%
100.0%
57.7%
42.3%
100.0%
54.9%
45.1%
100.0%
57.8%
42.2%
100.0%
58.0%
42.0%
100.0%
56.9%
43.1%
100.0%
55.0%
45.0%
100.0%
55.1%
44.9%
100.0%
54.0%
46.0%
100.0%
53.5%
46.5%
100.0%
53.4%
46.6%
100.0%
51.6%
48.4%
100.0%
51.9%
48.1%
100.0%
52.2%
47.8%
100.0%
52.1%
47.9%
100.0%
52.1%
47.9%
100.0%
52.6%
47.4%
100.0%
53.0%
47.0%
100.0%
51.7%
48.3%
100.0%
140
120
260
116.7%
170
200
370
174.1%
170
50
220
57.1%
210
200
410
54.7%
240
305
545
109.8%
150
(23)
127
-65.6%
130
86
216
-1.6%
110
138
248
-39.5%
100
194
294
-46.1%
150
117
267
109.9%
20
98
118
-45.5%
150
163
313
26.2%
160
150
310
5.4%
120
271
391
46.4%
224
179
403
241.5%
207
161
368
17.6%
164
160
324
4.5%
137
130
267
-31.7%
258
170
428
6.2%
470
370
840
128.3%
410
566
976
201.2%
54%
46%
100%
46%
54%
100%
77%
23%
100%
51%
49%
100%
44%
56%
100%
118%
-18%
100%
60%
40%
100%
44%
56%
100%
34%
66%
100%
56%
44%
100%
17%
83%
100%
48%
52%
100%
52%
48%
100%
31%
69%
100%
56%
44%
100%
56%
44%
100%
51%
49%
100%
51%
49%
100%
60%
40%
100%
56%
44%
100%
42%
58%
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
1.5%
1.5%
1.5%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.6%
1.3%
1.4%
1.4%
1.3%
1.3%
1.3%
1.3%
1.3%
1.3%
1.3%
1.3%
1.3%
1.7%
1.7%
1.7%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
80
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
228.00
N.A .
228.00
N.A .
N.A .
185.00
N.A .
185.00
N.A .
N.A .
151.00
N.A .
151.00
N.A .
N.A .
141.00
N.A .
141.00
-42.9%
N.A .
113.00
N.A .
113.00
-50.4%
N.A .
102.00
N.A .
102.00
-44.9%
N.A .
105.00
N.A .
105.00
-30.5%
N.A .
99.00
N.A.
99.00
-29.8%
N.A.
88.00
84.00
86.24
-23.7%
4.0%
87.00
84.00
85.65
-16.0%
4.0%
100.00
92.00
96.36
-8.2%
3.0%
90.00
90.00
90.00
-9.1%
4.0%
99.00
84.00
92.02
6.7%
4.0%
101.00
91.00
96.25
12.4%
4.5%
116.00
90.00
103.46
7.4%
4.5%
100.00
94.00
97.12
7.9%
4.5%
104.00
97.30
100.79
9.5%
4.5%
106.00
99.80
103.03
7.0%
4.0%
114.00
102.00
108.28
4.7%
3.0%
105.00
103.00
104.06
7.1%
4.0%
95.00
101.70
98.20
-2.6%
5.5%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
150
N.A .
150
N.A .
165
N.A .
165
N.A .
188
N.A .
188
N.A .
172
N.A .
172
N.A .
162
N.A.
162
8.0%
167
N.A .
167
1.2%
180
N.A .
180
-4.3%
151
N.A .
151
-12.2%
159
N.A .
159
-1.9%
167
N.A .
167
0.0%
182
N.A .
182
1.1%
179
N.A .
179
18.5%
143
N.A.
143
-10.1%
N.A .
N.A .
N.A .
N.A .
0.684
N.A .
N.A .
N.A .
N.A .
N.A .
0.730
N.A .
N.A .
N.A .
N.A .
N.A .
0.729
N.A .
N.A .
N.A .
N.A .
N.A .
0.814
49.0%
N.A .
N.A .
N.A .
N.A .
0.815
19.1%
N.A .
N.A .
N.A .
N.A .
0.838
14.8%
N.A .
N.A .
N.A .
N.A .
0.917
25.7%
N.A.
N.A.
N.A.
N.A.
0.933
14.6%
0.56
N.A .
0.55
N.A .
0.883
8.4%
0.51
N.A .
0.50
N.A .
0.949
13.3%
0.52
N.A .
0.50
N.A .
1.124
22.6%
0.50
N.A .
0.50
N.A .
1.108
18.7%
0.59
N.A.
0.55
-1.2%
1.219
38.0%
0.58
N.A .
0.55
10.4%
1.376
44.9%
0.62
N.A .
0.55
10.4%
1.602
42.6%
0.63
N.A .
0.61
22.3%
1.616
45.9%
0.62
N.A .
0.61
11.0%
1.782
46.2%
0.61
N.A .
0.59
7.6%
1.913
39.0%
0.61
N.A .
0.58
5.1%
2.123
32.5%
0.56
N.A .
0.56
-9.1%
2.238
38.5%
0.63
N.A.
0.65
7.2%
2.380
33.5%
35.0%
N.A .
35.0%
43.9%
N.A .
43.9%
43.8%
N.A .
43.8%
41.1%
N.A .
41.1%
46.2%
N.A .
46.2%
48.1%
N.A .
48.1%
42.1%
50.0%
45.4%
47.3%
52.0%
49.3%
49.5%
51.0%
50.2%
53.5%
42.0%
48.3%
54.3%
48.0%
51.4%
53.0%
50.0%
51.6%
53.2%
52.0%
52.6%
53.6%
53.6%
53.6%
53.7%
42.5%
48.3%
54.0%
46.6%
50.5%
49.0%
42.2%
45.7%
50.1%
52.4%
51.2%
49.7%
54.3%
51.9%
48.5%
55.4%
51.7%
51.2%
58.0%
54.5%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
81
1Q00
62.5%
-1.5%
2Q00
65.0%
2.5%
3Q00
68.2%
3.1%
4Q00
71.0%
2.8%
1Q01
72.3%
1.3%
2Q01
74.6%
2.3%
3Q01
76.4%
1.8%
4Q01
80.3%
3.9%
1Q02
80.6%
0.3%
2Q02
80.9%
0.3%
3Q02
82.0%
1.1%
4Q02
84.9%
2.9%
1Q03
87.7%
2.8%
2Q03
89.2%
1.5%
3Q03
90.0%
0.9%
4Q03
91.7%
1.7%
1Q04
92.1%
0.4%
2Q04
93.0%
0.9%
3Q04
94.2%
1.2%
4Q04
95.3%
1.1%
1Q05
98.7%
3.5%
2,160
1,106
38
N.A .
3,304
N.A .
10.5%
2,236
1,154
51
N.A .
3,441
N.A .
10.2%
2,294
1,189
127
N.A .
3,610
N.A .
11.2%
2,365
1,246
149
N.A .
3,760
N.A .
11.3%
2,404
1,255
154
20
3,833
N.A .
16.0%
2,463
1,282
167
48
3,960
N.A .
15.1%
2,495
1,295
186
83
4,059
N.A .
12.4%
2,510
1,356
239
166
4,271
N.A.
13.6%
2,490
1,349
245
209
4,293
N.A .
12.0%
2,533
1,289
235
259
4,316
N.A .
9.0%
2,538
1,301
247
291
4,377
N.A .
7.8%
2,525
1,342
300
371
4,538
N.A .
6.3%
2,496
1,348
383
317
4,544
5.0%
5.8%
2,529
1,357
N.A .
734
4,620
5.0%
7.0%
2,536
1,375
N.A .
754
4,665
5.0%
6.6%
2,605
2,755
1,374
1,319
N.A . N.A .
775
700
4,755
4,774
5.0%
5.0%
4.8%
5.1%
2,848
1,331
N.A .
640
4,819
5.0%
4.3%
2,882
1,369
N.A .
631
4,882
5.0%
4.7%
2,874
1,384
N.A .
683
4,941
5.0%
3.9%
2,973
1,438
N.A.
710
5,121
5.0%
7.3%
65.4%
33.5%
1.2%
N.A .
100.0%
65.0%
33.5%
1.5%
N.A .
100.0%
63.5%
32.9%
3.5%
N.A .
100.0%
62.9%
33.1%
4.0%
N.A .
100.0%
62.7%
32.8%
4.0%
0.5%
100.0%
62.2%
32.4%
4.2%
1.2%
100.0%
61.5%
31.9%
4.6%
2.0%
100.0%
58.8%
31.7%
5.6%
3.9%
100.0%
58.0%
31.4%
5.7%
4.9%
100.0%
58.7%
29.9%
5.4%
6.0%
100.0%
58.0%
29.7%
5.6%
6.6%
100.0%
55.6%
29.6%
6.6%
8.2%
100.0%
54.9%
29.7%
8.4%
7.0%
100.0%
54.7%
29.4%
N.A .
15.9%
100.0%
54.4%
29.5%
N.A .
16.2%
100.0%
54.8%
28.9%
N.A .
16.3%
100.0%
57.7%
27.6%
N.A .
14.7%
100.0%
59.1%
27.6%
N.A .
13.3%
100.0%
59.0%
28.0%
N.A .
12.9%
100.0%
58.2%
28.0%
N.A .
13.8%
100.0%
58.0%
28.1%
N.A.
13.9%
100.0%
24
(104)
5
N.A .
(75)
N.M.
76
48
13
N.A .
137
3.8%
58
35
76
N.A .
169
37.4%
71
57
22
N.A .
150
12.6%
39
10
5
20
74
N.M.
59
26
13
28
126
-8.0%
32
14
19
35
100
-41.0%
15
61
53
83
212
41.4%
(20)
(7)
6
43
22
-70.2%
43
(60)
(10)
50
23
-81.9%
5
12
12
32
61
-38.6%
(13)
41
53
80
161
-24.0%
(29)
6
83
(54)
6
-72.7%
33
9
(383)
417
76
233.3%
7
18
N.A .
20
45
-26.7%
69
(1)
N.A .
21
90
-44.3%
150
(55)
N.A .
(75)
19
224.2%
93
12
N.A .
(60)
45
-40.8%
34
38
N.A .
(9)
63
40.5%
(8)
15
N.A .
52
59
-34.2%
99
54
N.A.
27
180
827.6%
N.M.
N.M.
N.M.
N.A .
100%
55%
35%
9%
N.A .
100%
34%
21%
45%
N.A .
100%
47%
38%
15%
N.A .
100%
53%
13%
7%
27%
100%
47%
21%
10%
22%
100%
32%
14%
19%
35%
100%
7%
29%
25%
39%
100%
-91%
-32%
27%
195%
100%
188%
-263%
-44%
219%
100%
8%
20%
20%
52%
100%
-8%
25%
33%
50%
100%
-483%
100%
1383%
-900%
100%
43%
12%
-504%
549%
100%
16%
40%
N.A .
45%
100%
77%
-1%
N.A .
24%
100%
771%
-283%
N.A .
-388%
100%
207%
27%
N.A .
-133%
100%
54%
60%
N.A .
-14%
100%
-14%
25%
N.A .
88%
100%
55%
30%
N.A.
15%
100%
0.8%
1.2%
N.A .
N.A .
1.0%
0.8%
1.0%
N.A .
N.A .
0.9%
0.8%
1.0%
N.A .
N.A .
0.9%
0.8%
1.0%
N.A .
N.A .
0.9%
0.9%
1.2%
N.A .
N.A .
1.0%
0.8%
1.2%
N.A .
N.A .
0.9%
0.8%
1.3%
N.A .
N.A .
1.0%
0.8%
1.4%
N.A.
N.A.
1.0%
1.0%
1.5%
N.A .
N.A .
1.2%
0.9%
1.1%
N.A .
N.A .
0.9%
0.9%
1.2%
N.A .
N.A .
1.0%
1.4%
1.8%
N.A .
N.A .
1.5%
1.3%
1.2%
N.A.
N.A.
1.3%
0.9%
1.1%
N.A .
N.A .
0.9%
1.8%
2.0%
N.A .
N.A .
1.9%
1.7%
1.9%
N.A .
N.A .
1.7%
3.1%
4.0%
N.A .
N.A .
3.4%
2.6%
2.5%
N.A .
N.A .
2.5%
1.8%
1.8%
N.A .
N.A .
1.8%
2.2%
3.0%
N.A .
N.A .
2.4%
2.8%
3.9%
N.A.
N.A.
3.2%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
82
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
41.00
42.40
N.A .
N.A .
41.48
5.3%
10.2%
39.00
42.20
N.A .
N.A .
40.10
1.9%
10.5%
39.50
42.20
N.A .
N.A .
40.43
1.5%
10.8%
42.00
43.70
N.A .
N.A .
42.58
0.8%
11.6%
40.70
44.00
N.A .
N.A .
41.83
0.8%
11.8%
39.60
43.50
N.A.
N.A.
40.97
2.2%
12.4%
39.30
41.40
N.A .
N.A .
40.04
-1.0%
12.4%
41.00
43.50
N.A .
N.A .
41.84
-1.7%
11.3%
40.30
43.00
N.A .
N.A .
41.22
-1.5%
11.7%
39.30
41.30
N.A .
N.A .
39.99
-2.4%
12.0%
38.80
38.40
N.A.
N.A.
38.66
-3.4%
12.4%
38.40
41.70
N.A .
N.A .
39.55
-5.5%
12.3%
36.90
42.50
N.A .
N.A .
38.87
-5.7%
12.0%
39.60
43.60
N.A .
N.A .
40.98
2.5%
12.3%
38.10
38.60
N.A .
N.A .
38.26
-1.0%
12.3%
38.30
38.20
N.A .
N.A .
38.27
-3.2%
12.3%
38.20
37.50
N.A .
N.A .
37.97
-2.3%
12.6%
35.30
37.80
N.A .
N.A .
36.11
-11.9%
12.7%
31.90
34.60
N.A.
N.A.
32.78
-14.3%
13.0%
220
205
N.A .
N.A .
215
11.2%
217
195
N.A .
N.A .
209
6.8%
214
194
N.A .
N.A .
207
5.1%
231
208
N.A .
N.A .
223
5.3%
229
205
N.A .
N.A .
221
2.8%
226
200
N.A.
N.A.
217
3.6%
220
198
N.A .
N.A .
212
2.6%
238
217
N.A .
N.A .
231
3.7%
235
214
N.A .
N.A .
228
3.3%
235
209
N.A .
N.A .
226
4.3%
222
209
N.A.
N.A.
218
2.4%
234
225
N.A .
N.A .
231
-0.2%
236
232
N.A .
N.A .
235
2.9%
237
225
N.A .
N.A .
233
2.8%
236
231
N.A .
N.A .
234
7.7%
249
242
N.A .
N.A .
247
6.9%
258
245
N.A .
N.A .
254
8.1%
267
240
N.A .
N.A .
258
11.0%
265
243
N.A.
N.A.
258
10.0%
0.17
0.18
N.A .
N.A .
0.17
-5.9%
0.428
14.5%
0.16
0.19
N.A .
N.A .
0.17
-5.4%
0.427
10.1%
0.17
0.19
N.A .
N.A .
0.17
-4.2%
0.441
11.5%
0.16
0.19
N.A .
N.A .
0.17
-6.3%
0.473
12.1%
0.16
0.19
N.A .
N.A .
0.17
-3.7%
0.473
10.6%
0.15
0.19
N.A.
N.A.
0.17
-3.5%
0.470
10.2%
0.16
0.18
N.A .
N.A .
0.17
-5.3%
0.456
3.4%
0.15
0.18
N.A .
N.A .
0.16
-5.0%
0.480
1.6%
0.15
0.18
N.A .
N.A .
0.16
-4.4%
0.469
-0.8%
0.15
0.17
N.A .
N.A .
0.16
-6.0%
0.467
-0.8%
0.15
0.16
N.A.
N.A.
0.16
-5.7%
0.446
-2.2%
0.14
0.16
N.A .
N.A .
0.15
-6.4%
0.462
-3.8%
0.14
0.16
N.A .
N.A .
0.15
-8.7%
0.458
-2.4%
0.15
0.17
N.A .
N.A .
0.15
-0.7%
0.483
3.5%
0.14
0.15
N.A .
N.A .
0.14
-8.1%
0.472
5.8%
0.14
0.14
N.A .
N.A .
0.14
-9.5%
0.475
2.7%
0.13
0.13
N.A .
N.A .
0.13
-10.3%
0.472
3.1%
0.12
0.14
N.A .
N.A .
0.12
-20.9%
0.486
0.5%
0.11
0.12
N.A.
N.A.
0.11
-22.7%
0.428
-9.3%
44.4%
27.5%
-99.1%
N.A .
33.7%
50.2%
28.0%
-87.7%
N.A .
37.4%
49.7%
25.1%
-50.0%
N.A .
37.6%
51.9%
27.1%
-64.7%
N.A .
38.8%
51.5%
32.6%
-54.3%
N.A .
40.4%
46.1%
47.2%
-75.0%
N.A.
39.4%
51.1%
29.9%
-48.1%
N.A .
38.1%
51.3%
29.0%
-40.2%
N.A .
38.9%
52.7%
30.3%
-14.5%
N.A .
41.5%
47.0%
23.2%
1.0%
N.A .
36.0%
50.5%
24.0%
N.A.
N.A.
41.2%
46.4%
26.0%
N.A .
N.A .
39.3%
49.4%
25.8%
N.A .
N.A .
41.1%
42.5%
33.0%
N.A .
N.A .
39.2%
41.2%
37.0%
N.A .
N.A .
39.8%
44.4%
25.0%
N.A .
N.A .
38.2%
47.2%
32.0%
N.A .
N.A .
42.3%
37.1%
29.0%
N.A .
N.A .
34.5%
21.7%
27.5%
N.A.
N.A.
23.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
83
1Q00
37.4%
3.3%
2Q00
40.1%
2.7%
3Q00
43.2%
3.1%
4Q00
48.8%
5.7%
1Q01
51.5%
2.6%
2Q01
54.4%
2.9%
3Q01
56.7%
2.3%
4Q01
60.6%
3.8%
1Q02
60.7%
0.1%
2Q02
61.5%
0.8%
3Q02
61.3%
-0.2%
4Q02
62.6%
1.4%
1Q03
65.1%
2.5%
2Q03
65.9%
0.7%
3Q03
67.1%
1.2%
4Q03
69.6%
2.5%
1Q04
70.0%
0.4%
2Q04
70.4%
0.4%
3Q04
71.4%
1.0%
4Q04
74.1%
2.7%
1Q05
74.7%
0.6%
10,926
8,070
3,650
22,646
N.A .
81.3%
11,683
8,641
3,971
24,295
N.A .
70.9%
12,572
9,169
4,458
26,199
N.A .
61.5%
14,311
10,160
5,211
29,682
N.A .
44.0%
15,089
10,616
5,609
31,314
N.A .
38.3%
15,926
11,224
5,972
33,122
N.A .
36.3%
16,601
11,751
6,249
34,601
N.A .
32.1%
17,823
12,555
6,619
36,997
N.A.
24.6%
18,277
12,759
6,274
37,310
N.A .
19.1%
18,625
12,987
6,196
37,808
N.A .
14.1%
18,795
13,149
5,808
37,752
N.A .
9.1%
19,216
13,547
5,823
38,585
N.A .
4.3%
19,231
13,711
5,953
38,895
N.A.
4.2%
19,368
13,914
6,096
39,378
42.8%
4.2%
19,617
14,189
6,322
40,128
41.7%
6.3%
20,329
14,724
6,630
41,683
41.1%
8.0%
20,371
14,828
6,740
41,939
40.4%
7.8%
20,396
14,942
6,904
42,241
39.4%
7.3%
20,603
15,159
7,123
42,885
38.6%
6.9%
21,241
15,819
7,468
44,528
38.4%
6.8%
21,305
16,033
7,568
44,906
38.1%
7.1%
48.2%
35.6%
16.1%
100.0%
48.1%
35.6%
16.3%
100.0%
48.0%
35.0%
17.0%
100.0%
48.2%
34.2%
17.6%
100.0%
48.2%
33.9%
17.9%
100.0%
48.1%
33.9%
18.0%
100.0%
48.0%
34.0%
18.1%
100.0%
48.2%
33.9%
17.9%
100.0%
49.0%
34.2%
16.8%
100.0%
49.3%
34.3%
16.4%
100.0%
49.8%
34.8%
15.4%
100.0%
49.8%
35.1%
15.1%
100.0%
49.4%
35.3%
15.3%
100.0%
49.2%
35.3%
15.5%
100.0%
48.9%
35.4%
15.8%
100.0%
48.8%
35.3%
15.9%
100.0%
48.6%
35.4%
16.1%
100.0%
48.3%
35.4%
16.3%
100.0%
48.0%
35.3%
16.6%
100.0%
47.7%
35.5%
16.8%
100.0%
47.4%
35.7%
16.9%
100.0%
875
735
417
2,027
50.1%
757
571
321
1,649
-4.5%
889
528
487
1,904
-5.1%
1,739
991
753
3,483
-20.8%
778
456
398
1,632
-19.5%
837
608
363
1,808
9.6%
675
527
277
1,479
-22.3%
1,222
804
370
2,396
-31.2%
454
204
(345)
313
-80.8%
348
228
(78)
498
-72.5%
170
162
(388)
(56)
N.M.
421
398
15
833
-65.2%
15
164
130
310
-1.0%
137
203
143
483
-3.1%
249
275
226
750
N.M.
712
535
308
1,555
86.6%
42
104
110
256
-17.4%
25
114
164
302
-37.4%
207
217
220
644
-14.1%
638
660
345
1,643
5.6%
64
214
100
378
47.7%
43%
36%
21%
100%
46%
35%
19%
100%
47%
28%
26%
100%
50%
28%
22%
100%
48%
28%
24%
100%
46%
34%
20%
100%
46%
36%
19%
100%
51%
34%
15%
100%
145%
65%
-110%
100%
70%
46%
-16%
100%
N.M.
N.M.
N.M.
100%
50%
48%
2%
100%
5%
53%
42%
100%
28%
42%
30%
100%
33%
37%
30%
100%
46%
34%
20%
100%
16%
41%
43%
100%
8%
38%
54%
100%
32%
34%
34%
100%
39%
40%
21%
100%
17%
57%
26%
100%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.8%
1.9%
1.8%
1.8%
1.9%
1.9%
2.0%
2.2%
2.0%
1.9%
2.0%
2.2%
2.0%
1.9%
2.0%
2.2%
2.0%
1.7%
2.0%
2.2%
1.9%
1.9%
2.0%
2.4%
2.0%
1.8%
2.2%
2.4%
2.0%
2.0%
2.0%
2.6%
2.1%
1.8%
2.0%
2.6%
2.0%
1.5%
2.0%
2.5%
1.8%
1.6%
1.8%
2.5%
1.8%
1.7%
1.9%
2.5%
1.9%
1.4%
1.9%
2.5%
1.7%
1.5%
1.6%
2.5%
1.7%
1.7%
1.6%
2.5%
1.8%
1.8%
1.8%
2.4%
1.9%
1.4%
1.8%
2.4%
1.7%
1.4%
1.8%
2.4%
1.7%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
84
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
41.98
45.80
38.00
42.70
-13.5%
2.5%
34.35
45.50
38.00
38.91
-19.4%
3.0%
34.12
45.30
38.00
38.69
-18.1%
3.5%
35.50
45.30
38.00
39.29
-15.0%
4.1%
32.00
37.32
36.00
34.52
-19.2%
4.6%
32.83
37.32
36.00
34.92
-10.3%
5.5%
33.67
37.32
35.73
35.28
-8.8%
7.1%
32.25
36.55
35.03
34.21
-12.9%
8.0%
30.83
33.15
33.01
31.99
-7.3%
9.4%
30.67
35.25
35.21
32.99
-5.5%
9.0%
32.75
35.25
39.04
34.59
-2.0%
8.8%
31.19
35.25
40.29
33.99
-0.6%
9.6%
32.90
38.78
44.53
36.75
14.9%
10.5%
33.71
39.51
45.65
37.61
14.0%
10.5%
35.78
39.51
47.19
38.90
12.5%
11.1%
34.98
39.51
41.36
37.59
10.6%
11.8%
34.21
39.88
42.90
37.61
2.3%
12.7%
35.45
39.88
44.11
38.43
2.2%
12.4%
36.87
40.04
45.87
39.48
1.5%
12.9%
35.94
39.60
42.57
38.35
2.0%
12.9%
35.00
38.52
41.14
37.29
-0.8%
14.4%
158
159
209
166
2.4%
155
174
209
171
4.7%
151
151
209
161
-1.7%
148
148
209
159
-3.5%
144
251
226
195
17.2%
140
244
226
191
11.7%
140
244
226
191
18.6%
138
240
224
188
18.5%
139
240
227
188
-3.3%
142
240
229
190
-0.4%
145
240
232
191
0.4%
146
240
232
192
2.1%
150
237
267
199
5.5%
151
238
267
200
5.1%
147
228
258
193
0.9%
155
237
268
202
5.2%
170
253
282
218
9.5%
171
255
294
221
10.6%
159
232
262
202
4.5%
171
244
276
214
6.2%
174
259
289
224
2.9%
0.26
0.27
0.18
0.25
-17.6%
2.771
58.4%
0.22
0.25
0.18
0.22
-25.4%
2.740
41.6%
0.22
0.28
0.17
0.23
-19.7%
2.931
35.8%
0.24
0.29
0.17
0.24
-14.0%
3.294
28.9%
0.22
0.14
0.15
0.17
-32.6%
3.223
16.3%
0.23
0.14
0.15
0.17
-21.7%
3.410
24.5%
0.23
0.14
0.14
0.17
-25.9%
3.633
24.0%
0.22
0.14
0.14
0.17
-29.6%
3.663
11.2%
0.20
0.13
0.13
0.15
-8.9%
3.762
16.7%
0.20
0.13
0.14
0.16
-8.7%
3.853
13.0%
0.21
0.13
0.15
0.16
-4.1%
4.082
12.4%
0.19
0.13
0.16
0.16
-4.3%
4.072
11.2%
0.20
0.15
0.15
0.17
7.6%
4.551
21.0%
0.20
0.15
0.15
0.17
6.6%
4.676
21.3%
0.22
0.16
0.16
0.18
8.6%
4.947
21.2%
0.20
0.15
0.13
0.16
2.6%
4.919
20.8%
0.18
0.14
0.13
0.15
-8.8%
5.004
10.0%
0.18
0.14
0.12
0.15
-9.6%
5.244
12.2%
0.20
0.15
0.14
0.17
-4.8%
5.468
10.5%
0.18
0.14
0.13
0.16
-5.1%
5.413
10.0%
0.17
0.13
0.12
0.14
-5.6%
5.371
7.3%
32.5%
25.7%
4.0%
25.5%
32.5%
27.6%
4.3%
26.2%
25.8%
9.3%
5.6%
16.6%
19.0%
11.0%
5.2%
13.9%
35.2%
30.0%
7.7%
28.5%
35.2%
41.6%
17.2%
34.1%
30.0%
41.6%
19.7%
32.1%
28.0%
41.6%
24.5%
32.0%
36.1%
37.8%
28.8%
35.5%
36.1%
40.0%
28.3%
36.1%
38.6%
40.0%
35.9%
38.7%
37.4%
40.0%
23.8%
36.3%
45.6%
37.0%
28.1%
39.9%
45.6%
41.0%
31.5%
41.8%
46.0%
41.0%
36.3%
42.7%
35.9%
40.0%
26.6%
35.9%
47.7%
43.0%
31.0%
43.4%
47.9%
41.7%
33.7%
43.4%
45.0%
41.7%
37.4%
42.6%
42.1%
40.7%
24.1%
38.6%
47.7%
43.0%
31.0%
43.2%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
85
1Q00
33.7%
4.8%
2Q00
41.7%
8.0%
3Q00
49.7%
8.0%
4Q00
59.0%
9.4%
1Q01
64.4%
5.4%
2Q01
66.7%
2.3%
3Q01
67.5%
0.8%
4Q01
68.4%
0.9%
1Q02
68.0%
-0.4%
2Q02
68.1%
0.1%
3Q02
69.5%
1.4%
4Q02
72.2%
2.7%
1Q03
73.3%
1.1%
2Q03
74.8%
1.5%
3Q03
76.4%
1.7%
4Q03
79.1%
2.7%
1Q04
80.7%
1.6%
2Q04
82.5%
1.8%
3Q04
84.5%
2.0%
4Q04
87.1%
2.6%
1Q05
88.2%
1.1%
10,900
11,100
4,360
1,224
27,584
N.A .
79.3%
13,400
13,902
5,032
1,828
34,162
N.A .
95.7%
16,100
16,527
5,661
2,426
40,714
N.A .
107.0%
19,141
19,394
6,661
3,226
48,422
N.A .
104.6%
20,858
20,975
7,279
3,720
52,832
N.A .
91.5%
22,082
21,727
7,534
3,379
54,722
N.A .
60.2%
22,555
21,853
7,536
3,394
55,338
N.A .
35.9%
23,081
21,890
7,481
3,656
56,108
N.A.
15.9%
23,038
21,489
7,334
3,891
55,752
N.A .
5.5%
23,261
21,388
7,093
4,086
55,828
N.A .
2.0%
23,798
21,810
7,034
4,290
56,932
N.A .
2.9%
24,582
22,732
7,269
4,576
59,159
N.A .
5.4%
24,885
22,940
7,446
4,812
60,083
N.A.
7.8%
25,258
23,261
7,716
5,037
61,272
52.2%
9.8%
25,628
23,780
7,964
5,251
62,623
51.7%
10.0%
26,333
24,668
8,206
5,586
64,793
51.4%
9.5%
26,681
25,012
8,448
5,982
66,123
50.9%
10.1%
27,059
25,474
8,716
6,318
67,567
50.6%
10.3%
27,358
26,092
9,065
6,669
69,184
50.3%
10.5%
27,471
26,935
9,511
7,398
71,315
50.5%
10.1%
27,560
27,223
9,651
7,812
72,246
50.3%
9.3%
39.5%
40.2%
15.8%
4.4%
100.0%
39.2%
40.7%
14.7%
5.4%
100.0%
39.5%
40.6%
13.9%
6.0%
100.0%
39.5%
40.1%
13.8%
6.7%
100.0%
39.5%
39.7%
13.8%
7.0%
100.0%
40.4%
39.7%
13.8%
6.2%
100.0%
40.8%
39.5%
13.6%
6.1%
100.0%
41.1%
39.0%
13.3%
6.5%
100.0%
41.3%
38.5%
13.2%
7.0%
100.0%
41.7%
38.3%
12.7%
7.3%
100.0%
41.8%
38.3%
12.4%
7.5%
100.0%
41.6%
38.4%
12.3%
7.7%
100.0%
41.4%
38.2%
12.4%
8.0%
100.0%
41.2%
38.0%
12.6%
8.2%
100.0%
40.9%
38.0%
12.7%
8.4%
100.0%
40.6%
38.1%
12.7%
8.6%
100.0%
40.4%
37.8%
12.8%
9.0%
100.0%
40.0%
37.7%
12.9%
9.4%
100.0%
39.5%
37.7%
13.1%
9.6%
100.0%
38.5%
37.8%
13.3%
10.4%
100.0%
38.1%
37.7%
13.4%
10.8%
100.0%
1,668
1,400
581
274
3,923
43.6%
2,500
2,802
672
604
6,578
217.2%
2,700
2,625
629
598
6,552
197.1%
3,041
2,867
1,000
800
7,708
92.9%
1,717
1,581
618
494
4,410
12.4%
1,224
752
255
(341)
1,890
-71.3%
473
126
2
15
616
-90.6%
526
37
(55)
262
770
-90.0%
(43)
(401)
(147)
235
(356)
N.M.
223
(101)
(241)
195
76
-96.0%
537
422
(59)
204
1,104
79.4%
784
922
235
286
2,227
189.2%
303
373
208
321
177
270
236
225
924
1,189
N.M. 1469.1%
370
519
248
214
1,351
22.3%
705
888
242
335
2,170
-2.6%
348
344
242
396
1,330
43.9%
378
462
268
336
1,444
21.4%
299
618
349
351
1,617
19.7%
113
843
446
729
2,131
-1.8%
89
288
140
414
931
-30.0%
43%
36%
15%
7%
100%
38%
43%
10%
9%
100%
41%
40%
10%
9%
100%
39%
37%
13%
10%
100%
39%
36%
14%
11%
100%
65%
40%
13%
-18%
100%
77%
20%
0%
2%
100%
68%
5%
-7%
34%
100%
N.M.
N.M.
N.M.
N.M.
100%
294%
-134%
-318%
257%
100%
49%
38%
-5%
18%
100%
35%
41%
11%
13%
100%
33%
23%
19%
26%
100%
31%
27%
23%
19%
100%
27%
38%
18%
16%
100%
32%
41%
11%
15%
100%
26%
26%
18%
30%
100%
26%
32%
19%
23%
100%
18%
38%
22%
22%
100%
5%
40%
21%
34%
100%
10%
31%
15%
44%
100%
1.0%
1.2%
1.2%
0.6%
1.1%
1.0%
1.1%
1.2%
0.7%
1.0%
1.0%
0.9%
1.4%
0.8%
1.0%
1.0%
0.9%
1.3%
0.7%
1.0%
0.8%
0.9%
2.9%
0.8%
1.1%
1.1%
1.1%
1.7%
2.3%
1.3%
1.5%
1.3%
1.8%
2.3%
1.5%
1.8%
2.3%
2.1%
2.3%
2.0%
1.6%
2.3%
2.3%
2.3%
2.0%
1.5%
2.2%
2.5%
2.1%
1.9%
1.4%
2.3%
2.2%
2.4%
1.9%
1.4%
2.0%
1.8%
1.8%
1.7%
1.4%
1.8%
1.8%
1.3%
1.6%
1.4%
1.8%
1.5%
1.3%
1.5%
1.4%
1.6%
1.4%
1.4%
1.5%
1.4%
1.6%
1.8%
1.4%
1.5%
1.3%
1.5%
1.8%
1.4%
1.4%
1.4%
1.5%
1.7%
1.3%
1.5%
1.5%
1.5%
1.6%
1.3%
1.5%
1.6%
1.5%
1.8%
1.3%
1.6%
1.4%
1.5%
1.9%
1.3%
1.5%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
86
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
42.00
46.58
30.00
32.33
41.52
-23.4%
7.4%
36.00
40.60
28.00
31.00
36.43
-29.8%
8.5%
34.00
40.58
24.00
27.00
34.86
-29.2%
9.6%
30.00
30.00
22.00
25.00
28.57
-39.1%
10.8%
24.70
26.00
20.00
22.50
24.41
-41.2%
12.1%
24.00
24.67
21.00
24.00
23.85
-34.5%
12.5%
24.00
25.67
22.00
26.00
24.51
-29.7%
12.1%
24.00
24.67
21.00
29.00
24.19
-15.3%
12.8%
23.00
24.33
22.00
27.00
23.66
-3.1%
14.1%
25.00
26.00
24.00
28.00
25.48
6.8%
15.3%
26.00
27.47
25.00
29.00
26.66
8.8%
15.4%
24.00
26.13
25.00
29.00
25.33
4.7%
16.5%
23.40
24.90
23.00
28.00
24.29
2.7%
17.2%
24.30
25.90
24.00
30.00
25.34
-0.5%
16.4%
25.30
27.20
25.00
31.00
26.46
-0.8%
16.6%
24.00
25.77
24.00
31.00
25.28
-0.2%
17.9%
23.00
24.60
21.00
30.00
23.98
-1.3%
17.8%
24.00
25.40
22.00
31.00
24.92
-1.6%
17.2%
24.00
26.00
22.00
32.00
25.26
-4.5%
17.2%
24.00
24.87
22.00
31.00
24.79
-1.9%
18.1%
23.00
23.40
20.00
28.00
23.29
-2.9%
18.3%
115
115
75
99
108
-8.4%
110
110
83
96
105
-10.4%
90
90
80
94
89
-23.8%
75
75
77
91
76
-34.3%
70
70
62
88
70
-35.0%
70
70
64
86
70
-33.4%
70
70
65
84
70
-21.0%
70
70
68
83
71
-7.5%
66
70
69
83
69
-1.5%
71
70
77
106
74
5.4%
71
70
81
108
75
6.4%
66
70
79
112
73
3.0%
67
67
73
110
71
2.8%
71
66
79
114
73
-0.7%
72
64
79
116
74
-1.4%
68
68
78
120
74
1.5%
64
72
74
122
74
3.6%
66
71
76
120
74
1.1%
68
71
77
118
75
2.1%
68
72
76
118
76
2.7%
67
73
71
116
75
2.0%
0.35
0.36
0.37
0.31
0.36
-22.5%
3.191
39.9%
0.31
0.33
0.31
0.30
0.32
-28.3%
3.374
32.0%
0.35
0.40
0.27
0.27
0.35
-16.0%
3.916
42.9%
0.37
0.35
0.25
0.25
0.33
-17.3%
3.819
25.3%
0.32
0.32
0.28
0.23
0.31
-14.2%
3.745
17.3%
0.31
0.30
0.29
0.25
0.30
-6.0%
3.873
14.8%
0.31
0.32
0.29
0.27
0.31
-13.4%
4.014
2.5%
0.31
0.30
0.27
0.30
0.30
-10.5%
4.042
5.8%
0.30
0.30
0.27
0.28
0.29
-3.8%
3.967
5.9%
0.30
0.31
0.26
0.22
0.29
-1.9%
4.226
9.1%
0.31
0.33
0.27
0.22
0.30
-1.6%
4.443
10.7%
0.31
0.31
0.27
0.21
0.29
-2.6%
4.434
9.7%
0.29
0.31
0.26
0.20
0.28
-3.7%
4.391
10.7%
0.29
0.33
0.26
0.22
0.29
-1.2%
4.626
9.5%
0.29
0.35
0.27
0.22
0.30
-0.8%
4.908
10.5%
0.29
0.31
0.26
0.21
0.28
-3.3%
4.820
8.7%
0.29
0.28
0.24
0.20
0.27
-5.4%
4.711
7.3%
0.30
0.30
0.24
0.20
0.28
-3.6%
4.953
7.1%
0.29
0.30
0.24
0.22
0.28
-7.1%
5.204
6.0%
0.29
0.28
0.24
0.20
0.27
-4.7%
5.164
7.2%
0.28
0.26
0.24
0.19
0.25
-5.4%
5.003
6.2%
17.7%
35.0%
15.2%
-50.0%
21.3%
19.0%
30.0%
11.8%
-45.0%
19.0%
19.0%
30.0%
7.6%
-65.0%
16.9%
23.9%
39.0%
1.8%
-32.0%
23.2%
27.0%
39.0%
-2.1%
-6.4%
25.4%
36.0%
45.3%
19.9%
-20.7%
34.0%
39.9%
45.3%
29.7%
-22.0%
36.8%
40.3%
44.3%
29.5%
-15.0%
36.8%
40.9%
44.3%
27.9%
-8.0%
37.1%
41.8%
45.7%
30.1%
-1.0%
38.7%
41.5%
46.6%
28.4%
1.5%
38.8%
39.0%
40.9%
30.2%
4.0%
35.9%
40.8%
40.8%
27.1%
5.0%
36.2%
41.7%
45.5%
23.5%
15.1%
38.7%
43.2%
45.6%
25.1%
15.1%
39.4%
43.9%
44.5%
25.5%
14.8%
39.3%
37.9%
44.4%
27.0%
14.7%
36.9%
40.4%
46.9%
27.2%
18.6%
39.1%
42.4%
46.9%
26.3%
18.6%
39.7%
45.7%
45.7%
26.9%
18.4%
40.4%
39.8%
46.2%
21.1%
19.0%
37.5%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
87
1Q00
40.6%
3.8%
2Q00
45.6%
5.0%
3Q00
51.0%
5.4%
4Q00
55.9%
5.0%
1Q01
60.2%
4.3%
2Q01
65.1%
5.0%
3Q01
70.0%
4.8%
4Q01
75.0%
5.1%
1Q02
77.6%
2.6%
2Q02
80.4%
2.8%
3Q02
83.5%
3.1%
4Q02
87.7%
4.2%
1Q03
91.8%
4.1%
2Q03
97.9%
6.1%
3Q03
102.4%
4.5%
4Q03
98.6%
-3.8%
1Q04
99.4%
0.9%
2Q04
101.2%
1.8%
3Q04
102.2%
0.9%
4Q04
103.9%
1.7%
1Q05
106.3%
2.4%
1,773
1,278
1,250
N.A .
4,301
N.A .
78.2%
1,901
1,415
1,515
N.A .
4,831
N.A .
64.7%
2,060
1,580
1,762
N.A .
5,402
N.A .
60.2%
2,226
1,645
2,061
N.A .
5,932
N.A .
52.3%
2,340
1,762
2,285
N.A .
6,387
N.A .
48.5%
2,508
1,887
2,518
N.A .
6,913
N.A .
43.1%
2,696
1,990
2,740
N.A .
7,426
N.A .
37.5%
2,885
2,135
2,944
N.A.
7,964
N.A.
34.3%
2,966
2,198
3,075
N.A .
8,239
N.A .
29.0%
3,040
2,284
3,212
N.A .
8,536
N.A .
23.5%
3,133
2,357
3,368
12
8,870
N.A .
19.4%
3,219
2,514
3,506
76
9,315
N.A .
17.0%
3,383
2,581
3,641
144
9,749
N.A.
18.3%
3,629
2,672
3,857
240
10,398
67.0%
21.8%
3,783
2,752
4,052
290
10,877
67.7%
22.6%
3,785
2,403
3,917
367
10,471
67.9%
12.4%
3,678
2,445
4,023
417
10,563
65.9%
8.3%
3,663
2,467
4,076
550
10,756
66.5%
3.4%
3,726
2,414
4,091
623
10,854
66.0%
-0.2%
3,845
2,324
4,151
721
11,041
65.7%
5.4%
3,996
2,276
4,231
793
11,297
65.9%
6.9%
41.2%
29.7%
29.1%
N.A .
100.0%
39.4%
29.3%
31.4%
N.A .
100.0%
38.1%
29.2%
32.6%
N.A .
100.0%
37.5%
27.7%
34.7%
N.A .
100.0%
36.6%
27.6%
35.8%
N.A .
100.0%
36.3%
27.3%
36.4%
N.A .
100.0%
36.3%
26.8%
36.9%
N.A .
100.0%
36.2%
26.8%
37.0%
N.A.
100.0%
36.0%
26.7%
37.3%
N.A .
100.0%
35.6%
26.8%
37.6%
N.A .
100.0%
35.3%
26.6%
38.0%
0.1%
100.0%
34.6%
27.0%
37.6%
0.8%
100.0%
34.7%
26.5%
37.3%
1.5%
100.0%
34.9%
25.7%
37.1%
2.3%
100.0%
34.8%
25.3%
37.3%
2.7%
100.0%
36.1%
22.9%
37.4%
3.5%
100.0%
34.8%
23.1%
38.1%
3.9%
100.0%
34.1%
22.9%
37.9%
5.1%
100.0%
34.3%
22.2%
37.7%
5.7%
100.0%
34.8%
21.0%
37.6%
6.5%
100.0%
35.4%
20.2%
37.5%
7.0%
100.0%
109
95
202
N.A .
406
13.7%
128
137
265
N.A .
530
1.9%
159
165
247
N.A .
571
30.3%
166
65
299
N.A .
530
1.2%
114
117
224
N.A .
455
12.1%
168
125
233
N.A .
526
-0.8%
188
103
222
N.A .
513
-10.2%
189
145
204
N.A.
538
1.5%
81
63
131
N.A .
275
-39.6%
74
86
137
N.A .
297
-43.5%
93
73
156
12
334
-34.9%
86
157
138
64
445
-17.3%
164
67
135
68
434
57.7%
246
91
216
96
649
118.5%
154
80
195
50
479
43.3%
2
(350)
(135)
77
(405)
N.M.
(107)
42
106
50
91
-78.9%
(15)
22
53
134
193
-70.2%
63
(53)
15
73
98
-79.4%
119
(90)
60
98
187
N.M.
151
(48)
80
72
255
179.6%
27%
23%
50%
0%
100%
24%
26%
50%
0%
100%
28%
29%
43%
0%
100%
31%
12%
56%
0%
100%
25%
26%
49%
0%
100%
32%
24%
44%
0%
100%
37%
20%
43%
0%
100%
35%
27%
38%
0%
100%
29%
23%
48%
0%
100%
25%
29%
46%
0%
100%
28%
22%
47%
4%
100%
19%
35%
31%
14%
100%
38%
15%
31%
16%
100%
38%
14%
33%
15%
100%
32%
17%
41%
10%
100%
N.M.
N.M.
N.M.
N.M.
100%
-117%
46%
116%
55%
100%
-8%
11%
27%
69%
100%
64%
-54%
15%
74%
100%
63%
-48%
32%
52%
100%
59%
-19%
31%
28%
100%
2.3%
1.9%
0.8%
N.A .
1.7%
2.6%
2.0%
0.8%
N.A .
1.9%
1.9%
2.1%
0.8%
N.A .
1.6%
1.6%
2.3%
1.5%
N.A .
1.8%
1.6%
1.7%
1.3%
N.A .
1.5%
1.2%
2.4%
1.3%
N.A .
1.6%
1.1%
1.7%
1.4%
N.A .
1.4%
0.9%
2.2%
1.7%
N.A.
1.5%
1.5%
2.6%
1.8%
N.A .
1.9%
1.9%
2.7%
1.8%
N.A .
2.1%
2.2%
2.8%
1.8%
N.A .
2.2%
2.0%
2.7%
1.8%
N.A .
2.1%
2.0%
2.1%
2.0%
N.A.
2.0%
2.1%
1.8%
2.0%
N.A .
2.0%
1.9%
2.7%
1.7%
N.A .
2.0%
1.9%
2.7%
1.2%
N.A .
1.8%
1.9%
2.7%
1.6%
N.A .
2.0%
1.9%
2.0%
1.6%
N.A .
1.8%
1.9%
2.0%
1.8%
N.A .
1.9%
1.9%
2.0%
1.8%
N.A .
1.9%
1.9%
2.0%
1.8%
N.A.
1.9%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
88
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
42.00
35.00
41.00
N.A .
39.63
-32.9%
5.3%
37.90
32.00
38.00
N.A .
36.20
-28.3%
7.3%
37.90
29.00
34.00
N.A .
34.02
-26.8%
7.4%
32.40
28.20
32.00
N.A .
31.10
-28.2%
9.8%
29.20
20.04
30.00
N.A .
26.96
-32.0%
11.8%
29.80
22.85
29.80
N.A .
27.90
-22.9%
11.6%
30.80
25.00
30.20
N.A .
29.02
-14.7%
12.3%
25.80
22.00
29.00
N.A.
25.96
-16.5%
12.4%
26.40
21.30
28.00
N.A .
25.64
-4.9%
12.8%
28.59
23.50
29.20
N.A .
27.46
-1.6%
12.8%
33.79
25.00
32.00
20.00
30.76
6.0%
12.1%
30.80
25.00
30.00
20.00
28.85
11.1%
12.1%
28.52
22.80
27.50
19.00
26.48
3.3%
13.2%
29.84
23.80
28.50
20.00
27.56
0.4%
13.3%
31.66
26.19
31.10
20.00
29.76
-3.2%
12.9%
34.40
22.60
31.10
20.00
29.95
3.8%
13.5%
28.10
25.47
29.20
15.00
27.39
3.4%
13.6%
33.00
26.50
31.40
15.00
29.98
8.8%
13.5%
33.00
27.60
34.90
15.00
31.48
5.8%
13.5%
33.00
27.10
28.40
15.00
28.85
-3.7%
13.5%
29.00
25.40
28.60
14.00
27.07
-1.2%
13.7%
88
81
91
N.A .
87
-19.3%
84
76
93
N.A .
84
-16.6%
91
72
94
N.A .
86
-11.3%
76
73
90
N.A .
80
-13.9%
70
65
85
N.A .
74
-14.8%
76
68
91
N.A .
79
-6.2%
80
68
90
N.A .
80
-6.9%
69
66
90
N.A.
76
-5.1%
82
68
86
N.A .
80
7.8%
92
78
96
N.A .
90
13.2%
103
80
107
68
98
22.2%
99
83
104
68
96
26.8%
92
75
96
60
88
10.9%
105
80
105
58
97
8.6%
112
90
118
58
107
9.0%
119
99
131
58
117
21.2%
120
100
121
44
113
27.5%
123
103
130
44
117
20.0%
125
106
139
44
121
13.2%
125
109
133
44
119
2.2%
126
108
130
43
118
4.7%
0.45
0.41
0.42
0.42
0.40
0.37
0.39
0.37
0.33
0.39
0.35
0.32
0.37
0.27
0.31
0.35
0.30
0.29
0.34
0.32
0.29
0.33
0.29
0.28
0.28
0.27
0.28
0.27
0.26
0.27
0.43
-21.4%
0.487
23.0%
0.40
-20.4%
0.496
22.5%
0.36
-21.3%
0.522
18.8%
0.35
-21.6%
0.529
12.0%
0.32
-25.6%
0.485
-0.4%
0.31
-21.6%
0.541
9.0%
0.32
-13.3%
0.609
16.6%
0.30
-14.5%
0.571
8.0%
0.28
-12.8%
0.591
21.8%
0.27
-14.3%
0.697
28.9%
0.29
0.28
0.26
0.24
0.27
-13.1%
0.801
31.5%
0.27
0.27
0.25
0.24
0.26
-12.1%
0.723
26.6%
0.27
0.27
0.25
0.25
0.26
-7.3%
0.733
23.9%
0.25
0.26
0.23
0.28
0.25
-8.1%
0.796
14.2%
0.25
0.26
0.23
0.28
0.24
-12.1%
0.873
9.0%
0.25
0.20
0.21
0.28
0.22
-15.7%
0.852
17.9%
0.20
0.22
0.21
0.27
0.21
-19.2%
0.844
15.2%
0.23
0.22
0.21
0.27
0.22
-9.7%
0.944
18.6%
0.23
0.22
0.22
0.27
0.22
-7.2%
1.031
18.1%
0.23
0.21
0.19
0.27
0.21
-5.8%
0.939
10.2%
0.20
0.20
0.19
0.26
0.20
-5.7%
0.904
7.1%
42.0%
25.0%
33.0%
N.A .
34.3%
40.0%
25.2%
13.0%
N.A .
27.2%
43.1%
25.0%
35.0%
N.A .
35.2%
46.0%
28.0%
31.0%
N.A .
35.8%
42.0%
32.2%
40.0%
N.A .
38.6%
42.0%
32.2%
40.0%
N.A .
38.6%
43.2%
33.9%
41.0%
N.A .
39.9%
43.5%
32.5%
42.6%
N.A.
40.2%
42.5%
32.5%
40.2%
N.A .
39.0%
40.5%
38.9%
37.4%
38.6%
33.5%
35.0%
32.5%
33.4%
40.7%
41.7%
41.2%
41.1%
N.A . -182.0% -170.0% -120.0%
38.7%
38.6%
35.8%
35.8%
37.1%
34.0%
40.9%
-19.3%
36.4%
39.2%
35.9%
42.1%
-10.0%
38.2%
38.9%
32.8%
40.1%
-10.0%
36.3%
41.2%
26.9%
41.3%
8.1%
36.6%
43.2%
30.2%
42.5%
14.6%
38.5%
44.7%
33.3%
41.0%
14.8%
39.1%
36.0%
24.4%
39.8%
14.9%
33.6%
36.0%
26.6%
42.2%
14.9%
34.9%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
89
1Q00
64.2%
4.1%
2Q00
70.0%
5.7%
3Q00
72.3%
2.4%
4Q00
79.7%
7.4%
1Q01
81.1%
1.3%
2Q01
76.1%
-4.9%
3Q01
76.5%
0.3%
4Q01
77.7%
1.2%
1Q02
77.4%
-0.3%
2Q02
80.1%
2.7%
3Q02
80.9%
0.8%
4Q02
84.3%
3.4%
1Q03
87.5%
3.2%
2Q03
88.2%
0.7%
3Q03
91.5%
3.3%
4Q03
96.1%
4.6%
1Q04
97.3%
1.2%
2Q04
99.0%
1.7%
3Q04
101.1%
2.2%
4Q04
102.3%
1.2%
1Q05
104.6%
2.3%
958
1,343
790
550
202
430
4,273
N.A .
32.7%
995
1,511
772
620
297
470
4,664
N.A .
34.4%
1,017
1,492
750
630
330
619
4,838
16.5%
27.6%
1,000
1,600
876
720
410
745
5,351
22.0%
34.1%
1,024
1,743
840
620
435
785
5,447
22.1%
27.5%
1,072
1,866
980
412
485
305
5,120
16.4%
9.8%
1,120
1,719
990
443
520
364
5,156
17.2%
6.6%
1,142
1,760
1,000
428
551
371
5,252
19.0%
-1.9%
1,030
1,749
1,020
442
562
440
5,243
19.0%
-3.7%
1,025
1,745
984
555
570
560
5,439
22.1%
6.2%
1,021
1,750
968
592
571
601
5,503
23.2%
6.7%
1,009
1,724
952
704
603
753
5,745
26.8%
9.4%
1,133
1,579
970
760
626
907
5,975
29.8%
14.0%
1,083
1,522
980
829
650
944
6,009
29.4%
10.5%
1,000
1,550
1,020
977
670
1,018
6,235
30.6%
13.3%
1,091
1,653
1,043
1,081
660
1,049
6,577
33.0%
14.5%
1,078
1,714
1,050
1,092
660
1,039
6,633
32.3%
11.0%
1,063
1,806
1,065
1,144
659
1,035
6,772
32.9%
12.7%
1,057
1,905
1,040
1,180
670
1,067
6,919
34.3%
11.0%
1,056
1,918
1,033
1,218
684
1,130
7,039
35.0%
7.0%
1,052
1,994
1,058
1,243
705
1,163
7,214
0.0%
8.8%
22.4%
31.4%
18.5%
12.9%
4.7%
10.1%
100.0%
21.3%
32.4%
16.5%
13.3%
6.4%
10.1%
100.0%
21.0%
30.8%
15.5%
13.0%
6.8%
12.8%
100.0%
18.7%
29.9%
16.4%
13.5%
7.7%
13.9%
100.0%
18.8%
32.0%
15.4%
11.4%
8.0%
14.4%
100.0%
20.9%
36.4%
19.1%
8.0%
9.5%
6.0%
100.0%
21.7%
33.3%
19.2%
8.6%
10.1%
7.1%
100.0%
21.7%
33.5%
19.0%
8.1%
10.5%
7.1%
100.0%
19.6%
33.4%
19.5%
8.4%
10.7%
8.4%
100.0%
18.8%
32.1%
18.1%
10.2%
10.5%
10.3%
100.0%
18.6%
31.8%
17.6%
10.8%
10.4%
10.9%
100.0%
17.6%
30.0%
16.6%
12.3%
10.5%
13.1%
100.0%
19.0%
26.4%
16.2%
12.7%
10.5%
15.2%
100.0%
18.0%
25.3%
16.3%
13.8%
10.8%
15.7%
100.0%
16.0%
24.9%
16.4%
15.7%
10.7%
16.3%
100.0%
16.6%
25.1%
15.9%
16.4%
10.0%
16.0%
100.0%
16.3%
25.8%
15.8%
16.5%
10.0%
15.7%
100.0%
15.7%
26.7%
15.7%
16.9%
9.7%
15.3%
100.0%
15.3%
27.5%
15.0%
17.1%
9.7%
15.4%
100.0%
15.0%
27.2%
14.7%
17.3%
9.7%
16.1%
100.0%
14.6%
27.6%
14.7%
17.2%
9.8%
16.1%
100.0%
16
147
65
40
(85)
100
283
13.2%
37
168
(18)
70
95
40
391
56.6%
22
(19)
(22)
10
33
149
174
-46.3%
(17)
108
126
90
80
126
513
160.4%
24
143
(36)
(100)
25
40
96
-66.1%
48
123
140
(208)
50
(480)
(327)
N.M.
48
(147)
10
31
35
59
36
-79.0%
22
41
10
(15)
31
7
96
-81.4%
(112)
(11)
20
14
11
69
(9)
N.M.
(5)
(4)
(36)
113
8
120
196
N.M.
(4)
5
(16)
37
1
41
64
75.4%
(12)
(26)
(16)
112
32
152
242
153.4%
124
(145)
18
56
23
154
230
N.M.
(50)
(57)
10
69
24
37
34
-82.9%
(83)
28
40
148
20
74
227
253.9%
91
103
23
104
(10)
31
342
41.1%
(13)
61
7
11
0
(10)
56
-75.5%
(15)
92
15
52
(1)
(4)
139
313.8%
(6)
99
(25)
37
11
32
148
-34.9%
(1)
12
(7)
38
14
63
119
-65.1%
(4)
77
25
24
21
33
176
212.2%
6%
52%
23%
14%
-30%
35%
100%
9%
43%
-5%
18%
24%
10%
100%
13%
-11%
-13%
6%
19%
86%
100%
-3%
21%
25%
18%
16%
25%
100%
25%
149%
-38%
-104%
26%
42%
100%
N.M.
N.M.
N.M.
N.M.
N.M.
N.M.
100%
132%
-402%
27%
85%
96%
162%
100%
23%
42%
10%
-16%
32%
7%
100%
N.M.
N.M.
N.M.
N.M.
N.M.
N.M.
100%
-3%
-2%
-18%
58%
4%
61%
100%
-6%
8%
-25%
58%
2%
64%
100%
-5%
-11%
-7%
46%
13%
63%
100%
54%
-63%
8%
24%
10%
67%
100%
-148%
-169%
30%
205%
71%
110%
100%
-37%
12%
18%
65%
9%
33%
100%
27%
30%
7%
30%
-3%
9%
100%
-23%
109%
12%
19%
0%
-18%
100%
-11%
66%
11%
37%
-1%
-3%
100%
-4%
67%
-17%
25%
7%
22%
100%
-1%
10%
-6%
32%
12%
53%
100%
-2%
44%
14%
14%
12%
19%
100%
N.A .
N.A .
4.0%
N.A .
6.0%
N.A .
4.4%
N.A .
N.A .
5.7%
N.A .
6.0%
N.A .
5.8%
N.A .
N.A .
5.5%
N.A .
6.0%
N.A .
5.6%
N.A .
N.A .
5.5%
N.A .
6.0%
N.A .
5.6%
N.A .
N.A .
5.2%
N.A .
10.7%
N.A .
7.1%
N.A.
N.A.
6.0%
N.A.
10.7%
N.A.
7.6%
N.A.
N.A.
5.5%
N.A.
7.8%
N.A.
6.3%
N.A.
N.A.
5.5%
N.A.
7.8%
N.A.
6.3%
N.A .
N.A .
4.5%
N.A .
6.5%
N.A .
5.2%
N.A .
N.A .
3.0%
N.A .
6.5%
N.A .
4.3%
N.A .
N.A .
2.5%
N.A .
4.4%
N.A .
3.2%
N.A .
N.A .
2.5%
N.A .
4.4%
N.A .
3.2%
N.A .
N.A .
3.5%
N.A .
5.5%
N.A .
4.3%
N.A.
N.A.
3.0%
N.A.
5.5%
3.9%
6.3%
N.A.
N.A.
2.6%
N.A.
4.4%
3.9%
3.5%
N.A.
N.A.
2.6%
N.A.
4.4%
3.8%
5.6%
N.A.
N.A.
2.4%
N.A.
3.6%
N.A.
2.9%
N.A .
N.A .
2.4%
N.A .
3.6%
3.4%
4.9%
N.A .
N.A .
2.6%
N.A .
4.2%
3.7%
3.4%
N.A .
N.A .
2.4%
N.A .
4.0%
3.7%
3.3%
N.A .
N.A .
2.4%
N.A .
4.0%
3.7%
3.3%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
90
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
376.00
N.A .
322.11
N.A .
265.00
N.A .
342.68
-19.5%
N.A .
376.00
N.A .
312.48
N.A .
265.00
N.A .
336.27
-19.6%
N.A .
376.00
N.A .
289.37
N.A .
240.00
N.A .
323.61
-23.0%
N.A .
376.00
N.A .
270.81
N.A .
240.00
N.A .
311.30
-22.9%
N.A .
361.00
N.A .
226.11
N.A .
225.00
N.A .
285.98
-16.5%
N.A .
361.00
N.A .
213.19
N.A .
215.00
N.A .
275.99
-17.9%
N.A .
361.00
N.A .
220.00
N.A .
210.00
N.A .
278.07
-14.1%
N.A .
361.00
N.A.
220.00
N.A.
205.00
N.A.
276.72
-11.1%
N.A.
348.07
N.A .
220.00
N.A .
207.00
N.A .
267.70
-6.4%
N.A .
367.88
N.A .
212.00
N.A .
210.00
N.A .
273.51
-0.9%
0.4%
347.83
N.A .
214.00
N.A .
210.00
N.A .
266.48
-4.2%
N.A .
350.57
N.A .
222.00
N.A .
215.00
N.A .
270.95
-2.1%
N.A .
333.05
N.A.
210.90
N.A.
204.25
133.73
228.56
-14.6%
N.A.
316.39
N.A .
203.00
N.A .
196.00
126.35
215.56
-21.2%
5.0%
320.00
N.A .
205.00
N.A .
203.00
113.15
210.44
-21.0%
8.0%
320.00
N.A .
207.00
N.A .
203.00
105.42
210.66
-22.3%
8.1%
288.70
N.A .
216.00
N.A .
182.00
104.09
200.23
-12.4%
7.7%
297.20
N.A .
216.00
N.A .
182.00
105.75
202.87
-5.9%
7.7%
297.20
N.A .
210.00
N.A .
181.00
105.30
199.82
-5.0%
9.2%
303.14
N.A .
228.00
N.A .
180.00
102.21
203.50
-3.4%
9.0%
304.60
N.A.
228.00
N.A.
180.00
96.19
201.22
0.5%
9.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
290
-12.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
280
-9.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
280
-3.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
300
3.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
315
8.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
325
16.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
335
19.6%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
350
16.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
350
11.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
350
7.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
350
4.5%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
350
0.0%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
360
2.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
370
5.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
380
8.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
380
8.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
380
5.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
380
2.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
385
1.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
387
1.8%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
389
2.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1.18
-8.4%
4.247
7.5%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1.20
-10.9%
4.508
7.5%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1.16
-20.2%
4.613
0.8%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1.04
-25.5%
4.758
0.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.91
-23.2%
4.632
9.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.85
-29.3%
4.375
-3.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.83
-28.2%
4.286
-7.1%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
0.79
-23.8%
4.320
-9.2%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.76
-15.8%
4.214
-9.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.78
-8.3%
4.382
0.2%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.76
-8.3%
4.374
2.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.77
-2.1%
4.571
5.8%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
0.63
-17.0%
4.018
-4.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.55
-28.9%
3.875
-11.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.51
-33.1%
3.865
-11.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.51
-34.2%
4.048
-11.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.49
-23.4%
3.967
-1.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.49
-11.0%
4.079
5.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.47
-7.5%
4.104
6.2%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.48
-6.0%
4.261
5.2%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
0.47
-3.2%
4.302
8.4%
24.0%
N.A .
10.8%
N.A .
-11.0%
N.A .
15.0%
24.0%
N.A .
11.0%
N.A .
-11.0%
N.A .
14.1%
24.0%
N.A .
2.6%
N.A .
-8.0%
N.A .
11.3%
24.0%
N.A .
-5.2%
N.A .
-8.0%
N.A .
7.1%
29.0%
N.A .
7.0%
N.A .
6.0%
N.A .
16.6%
29.0%
N.A .
12.0%
N.A .
6.0%
N.A .
18.0%
29.0%
N.A .
18.0%
N.A .
9.0%
N.A .
20.9%
29.0%
N.A.
18.0%
N.A.
9.0%
N.A.
20.8%
34.0%
N.A .
29.0%
N.A .
15.0%
N.A .
28.0%
34.0%
N.A .
29.0%
N.A .
15.0%
N.A .
27.9%
32.0%
N.A .
27.0%
N.A .
18.0%
N.A .
27.0%
32.0%
N.A .
27.0%
N.A .
22.0%
N.A .
27.8%
29.8%
N.A.
26.0%
N.A.
27.0%
39.0%
30.6%
29.8%
N.A .
26.0%
N.A .
23.0%
39.0%
29.9%
38.2%
N.A .
29.0%
N.A .
25.0%
32.0%
31.6%
38.2%
N.A .
29.0%
N.A .
25.0%
32.0%
31.7%
32.7%
N.A .
26.0%
N.A .
26.0%
33.0%
29.8%
32.7%
N.A .
26.0%
N.A .
26.0%
31.0%
29.2%
33.0%
N.A .
27.0%
N.A .
20.0%
32.0%
28.8%
33.0%
N.A .
25.0%
N.A .
20.0%
32.0%
28.3%
33.0%
N.A.
25.0%
N.A.
20.0%
28.0%
27.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
91
1Q00
25.7%
3.2%
2Q00
28.9%
3.2%
3Q00
30.0%
1.1%
4Q00
31.2%
1.3%
1Q01
33.9%
2.7%
2Q01
38.2%
4.3%
3Q01
41.4%
3.2%
4Q01
48.4%
7.0%
1Q02
53.5%
5.1%
2Q02
58.3%
4.8%
3Q02
62.4%
4.1%
4Q02
68.2%
5.8%
1Q03
70.1%
1.9%
2Q03
72.4%
2.3%
3Q03
75.0%
2.5%
4Q03
78.8%
3.8%
1Q04
79.7%
1.0%
2Q04
81.3%
1.6%
3Q04
83.0%
1.7%
4Q04
86.4%
3.5%
1Q05
87.4%
0.9%
1,488
1,083
N.A .
2,570
100.0%
92.5%
1,670
1,220
N.A .
2,890
100.0%
79.5%
1,727
1,270
N.A .
2,997
100.0%
55.3%
1,783
1,320
20
3,123
100.0%
38.8%
1,840
1,370
180
3,390
100.0%
31.9%
2,040
1,550
230
3,820
100.0%
32.2%
2,170
1,690
280
4,140
100.0%
38.2%
2,550
1,950
340
4,840
100.0%
55.0%
2,750
2,090
560
5,400
100.0%
59.3%
3,000
2,255
630
5,885
100.0%
54.1%
3,140
2,450
710
6,300
100.0%
52.2%
3,426
2,627
832
6,885
100.0%
42.3%
3,420
2,712
946
7,078
80.4%
31.1%
3,519
2,715
1,080
7,314
80.4%
24.3%
3,590
2,773
1,208
7,571
80.6%
20.2%
3,776
2,847
1,331
7,954
80.2%
15.5%
3,840
2,820
1,390
8,050
79.8%
13.7%
3,910
2,810
1,490
8,210
79.3%
12.3%
3,990
2,790
1,600
8,380
80.0%
10.7%
4,030
2,960
1,740
8,730
81.0%
9.8%
4,051
3,012
1,763
8,826
81.0%
9.6%
57.9%
42.1%
N.A .
100.0%
57.8%
42.2%
N.A .
100.0%
57.6%
42.4%
N.A .
100.0%
57.1%
42.3%
0.6%
100.0%
54.3%
40.4%
5.3%
100.0%
53.4%
40.6%
6.0%
100.0%
52.4%
40.8%
6.8%
100.0%
52.7%
40.3%
7.0%
100.0%
50.9%
38.7%
10.4%
100.0%
51.0%
38.3%
10.7%
100.0%
49.8%
38.9%
11.3%
100.0%
49.8%
38.2%
12.1%
100.0%
48.3%
38.3%
13.4%
100.0%
48.1%
37.1%
14.8%
100.0%
47.4%
36.6%
16.0%
100.0%
47.5%
35.8%
16.7%
100.0%
47.7%
35.0%
17.3%
100.0%
47.6%
34.2%
18.1%
100.0%
47.6%
33.3%
19.1%
100.0%
46.2%
33.9%
19.9%
100.0%
45.9%
34.1%
20.0%
100.0%
183
138
N.A .
320
16.4%
183
138
N.A .
320
16.4%
57
50
N.A .
107
-66.7%
57
50
20
127
-60.4%
57
50
160
267
-16.7%
200
180
50
430
34.4%
130
140
50
320
200.0%
380
260
60
700
452.6%
200
140
220
560
110.0%
250
165
70
485
12.8%
140
195
80
415
29.7%
286
177
122
585
-16.4%
(6)
85
114
193
-65.5%
99
3
134
236
-51.3%
71
58
128
257
-38.1%
186
74
123
383
-34.5%
64
(27)
59
96
-50.3%
70
(10)
100
160
-32.2%
80
(20)
110
170
-33.9%
40
170
140
350
-8.6%
21
52
23
96
-0.3%
57%
43%
0%
100%
57%
43%
0%
100%
53%
47%
0%
100%
45%
39%
16%
100%
21%
19%
60%
100%
47%
42%
12%
100%
41%
44%
16%
100%
54%
37%
9%
100%
36%
25%
39%
100%
52%
34%
14%
100%
34%
47%
19%
100%
49%
30%
21%
100%
-3%
44%
59%
100%
42%
1%
57%
100%
28%
23%
50%
100%
49%
19%
32%
100%
67%
-28%
61%
100%
44%
-6%
63%
100%
47%
-12%
65%
100%
11%
49%
40%
100%
22%
55%
24%
100%
N.A .
N.A .
N.A .
N.A .
1Q00
N.A .
N.A .
N.A .
N.A .
2Q00
N.A .
N.A .
N.A .
N.A .
3Q00
N.A .
N.A .
N.A .
N.A .
4Q00
1.3%
N.A .
N.A .
1.3%
1Q01
1.3%
N.A .
N.A .
1.3%
2Q01
1.2%
N.A .
N.A .
1.2%
3Q01
1.2%
N.A.
N.A.
1.2%
4Q01
1.5%
N.A .
N.A .
1.5%
1Q02
1.3%
N.A .
N.A .
1.3%
2Q02
1.2%
N.A .
N.A .
1.2%
3Q02
1.2%
N.A .
N.A .
1.2%
4Q02
2.2%
N.A.
N.A.
2.2%
1Q03
2.0%
N.A .
N.A .
2.0%
2Q03
1.9%
N.A .
N.A .
1.9%
3Q03
1.7%
N.A .
N.A .
1.7%
4Q03
0.8%
N.A .
N.A .
0.8%
1Q04
1.0%
N.A .
N.A .
1.0%
2Q04
1.7%
N.A .
N.A .
1.7%
3Q04
1.7%
N.A .
N.A .
1.7%
4Q04
1.3%
N.A.
N.A.
1.3%
1Q05
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
92
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
9,146
N.A.
N.A.
8,688
-20.6%
N.A .
8,694
N.A .
N.A .
8,260
-22.5%
N.A .
8,574
N.A .
N.A .
8,145
-15.4%
N.A .
8,016
N.A .
N.A .
7,616
-14.6%
N.A .
7,077
N.A .
N.A .
6,723
-22.6%
N.A .
6,521
N.A .
N.A .
6,195
-25.0%
N.A .
6,288
N.A .
N.A .
5,973
-26.7%
N.A .
6,323
N.A .
N.A .
6,007
-21.1%
N.A.
6,030
5,705
N.A.
5,729
-14.8%
7.0%
5,652
5,340
N.A .
5,370
-13.3%
8.5%
5,647
5,705
N.A .
5,365
-10.2%
9.2%
5,487
N.A .
N.A .
5,213
-13.2%
9.9%
5,059
4,876
N.A .
4,978
-16.1%
10.6%
5,203
4,991
4,858
5,073
-5.5%
10.8%
5,422
5,389
4,960
5,336
-0.5%
10.8%
5,205
5,513
5,032
5,286
1.4%
12.4%
4,800
5,071
5,129
4,952
3.0%
12.5%
4,923
5,297
5,183
5,098
0.5%
12.0%
4,963
5,487
5,213
5,185
-2.9%
12.1%
4,909
5,233
5,213
5,079
-4.0%
12.1%
4,653
5,200
5,187
4,946
-0.1%
12.5%
192
N.A .
N.A .
192
N.A .
184
N.A .
N.A .
184
-16.7%
175
N.A .
N.A .
175
-16.7%
165
N.A .
N.A .
165
-17.5%
155
N.A .
N.A .
155
-19.3%
146
N.A .
N.A .
146
-20.7%
135
N.A .
N.A .
135
-22.9%
125
N.A.
N.A.
125
-24.2%
121
N.A .
N.A .
121
-21.9%
121
N.A .
N.A .
121
-17.1%
120
112
N.A .
116
-13.7%
117
N.A .
N.A .
117
-6.4%
103
101
N.A.
102
-15.6%
110
102
N.A .
107
-12.0%
112
113
N.A .
112
-3.5%
118
116
N.A .
117
0.1%
107
111
N.A .
109
6.4%
115
121
N.A .
118
10.3%
118
121
N.A .
119
6.0%
118
121
N.A .
119
1.8%
113
115
N.A.
114
4.7%
47.63
N.A .
N.A .
45.25
N.A .
62.8
59.8%
47.25
N.A .
N.A .
44.89
-7.0%
67.6
43.6%
48.99
N.A .
N.A .
46.54
1.5%
71.9
40.6%
48.58
N.A .
N.A .
46.16
3.6%
69.9
25.1%
45.66
N.A .
N.A .
43.38
-4.1%
65.7
4.6%
44.66
N.A .
N.A .
42.43
-5.5%
67.0
-1.0%
46.57
N.A .
N.A .
44.25
-4.9%
71.3
-0.8%
50.58
N.A.
N.A.
48.05
4.1%
80.9
15.7%
46.35
N.A .
N.A .
44.03
1.5%
88.0
34.0%
42.74
N.A .
N.A .
40.61
-4.3%
90.9
35.7%
42.64
50.94
N.A .
41.80
-5.5%
98.1
37.5%
42.30
N.A .
N.A .
40.13
-16.5%
103.1
27.4%
43.91
48.28
N.A.
43.58
-1.0%
104.3
18.5%
42.29
48.93
N.A .
42.48
4.6%
109.5
20.5%
43.18
47.69
N.A .
42.33
1.3%
119.1
21.5%
38.64
47.53
N.A .
39.53
-1.5%
123.1
19.4%
39.25
45.68
N.A .
39.86
-8.5%
118.9
14.0%
37.67
43.78
N.A .
38.18
-10.1%
124.3
13.5%
36.97
45.35
N.A .
38.23
-9.7%
129.0
8.3%
36.57
43.25
N.A .
37.43
-5.3%
130.4
5.9%
36.03
45.22
N.A.
38.01
-4.6%
130.3
9.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
42.0%
N.A .
N.A .
42.0%
38.0%
N.A .
N.A .
38.0%
31.9%
N.A .
N.A .
31.9%
41.7%
N.A .
N.A .
41.7%
44.5%
N.A .
N.A .
44.5%
34.6%
N.A.
N.A.
34.6%
35.6%
37.6%
N.A .
36.5%
37.1%
37.5%
N.A .
37.3%
42.5%
N.A .
N.A .
42.5%
37.8%
N.A .
N.A .
37.8%
43.0%
39.8%
N.A.
41.6%
35.9%
39.8%
N.A .
37.6%
38.0%
36.1%
N.A .
37.2%
33.2%
33.0%
N.A .
33.1%
41.8%
39.0%
N.A .
40.6%
41.5%
39.8%
N.A .
40.8%
36.0%
36.9%
N.A .
36.4%
38.8%
33.9%
N.A .
36.7%
38.5%
36.4%
N.A.
37.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
93
1Q00
0.2%
0.0%
2Q00
0.2%
0.0%
3Q00
0.3%
0.0%
4Q00
0.3%
0.0%
1Q01
0.4%
0.0%
2Q01
0.4%
0.0%
3Q01
0.5%
0.1%
4Q01
0.5%
0.1%
1Q02
0.6%
0.1%
2Q02
0.7%
0.1%
3Q02
0.8%
0.1%
4Q02
1.0%
0.2%
1Q03
1.3%
0.3%
2Q03
1.7%
0.3%
3Q03
2.2%
0.5%
4Q03
2.7%
0.5%
1Q04
3.2%
0.5%
2Q04
3.6%
0.4%
3Q04
4.1%
0.5%
4Q04
4.6%
0.5%
1Q05
5.0%
0.4%
N.A.
446
357
N.A.
1,082
1,884
N.A.
57.1%
N.A .
479
407
N.A .
1,296
2,182
N.A .
91.1%
N.A.
528
481
N.A.
1,615
2,624
N.A.
96.4%
N.A.
617
555
N.A.
1,935
3,107
N.A.
96.2%
N.A .
710
686
N.A .
2,182
3,577
N.A .
89.8%
N.A.
832
806
N.A.
2,440
4,078
N.A.
86.9%
N.A .
1,010
983
N.A .
2,811
4,804
N.A .
83.1%
N.A.
1,122
1,109
N.A.
3,248
5,479
N.A.
76.3%
N.A .
1,268
1,351
17
3,795
6,431
63.0%
79.8%
N.A.
1,510
1,607
26
4,280
7,423
64.0%
82.0%
N.A .
1,789
2,293
30
4,174
8,287
66.0%
72.5%
N.A .
2,024
2,775
790
5,061
10,650
70.0%
94.4%
958
2,164
3,071
2,256
5,410
13,859
76.0%
115.5%
1,821
2,619
3,751
3,193
5,846
17,230
81.0%
132.1%
4,183
3,223
4,617
4,011
6,885
22,919
83.0%
176.6%
5,571
4,117
5,501
4,764
8,229
28,182
82.0%
164.6%
6,474
5,148
6,504
5,254
10,231
33,611
79.0%
142.5%
7,298
5,771
7,672
5,794
11,236
37,771
78.0%
119.2%
8,101
6,371
8,702
7,956
11,854
42,984
77.0%
87.5%
9,116
7,180
9,826
8,917
12,997
48,035
75.0%
70.4%
9,330
7,798
10,984
9,856
14,204
52,172
76.0%
55.2%
N.A.
23.6%
18.9%
N.A.
57.4%
100.0%
N.A .
22.0%
18.7%
N.A .
59.4%
100.0%
N.A.
20.1%
18.3%
N.A.
61.5%
100.0%
N.A.
19.9%
17.9%
N.A.
62.3%
100.0%
N.A .
19.8%
19.2%
N.A .
61.0%
100.0%
N.A.
20.4%
19.8%
N.A.
59.8%
100.0%
N.A .
21.0%
20.5%
N.A .
58.5%
100.0%
N.A.
20.5%
20.2%
N.A.
59.3%
100.0%
N.A .
19.7%
21.0%
0.3%
59.0%
100.0%
N.A.
20.3%
21.6%
0.4%
57.7%
100.0%
N.A .
21.6%
27.7%
0.4%
50.4%
100.0%
N.A .
19.0%
26.1%
7.4%
47.5%
100.0%
6.9%
15.6%
22.2%
16.3%
39.0%
100.0%
10.6%
15.2%
21.8%
18.5%
33.9%
100.0%
18.3%
14.1%
20.1%
17.5%
30.0%
100.0%
19.8%
14.6%
19.5%
16.9%
29.2%
100.0%
19.3%
15.3%
19.4%
15.6%
30.4%
100.0%
19.3%
15.3%
20.3%
15.3%
29.7%
100.0%
18.8%
14.8%
20.2%
18.5%
27.6%
100.0%
19.0%
14.9%
20.5%
18.6%
27.1%
100.0%
17.9%
14.9%
21.1%
18.9%
27.2%
100.0%
N.A.
61
74
N.A.
166
301
133%
N.A .
34
51
N.A .
213
298
N.M.
N.A.
49
74
N.A.
319
442
128%
N.A.
89
74
N.A.
321
484
95%
N.A .
93
130
N.A .
247
470
56%
N.A.
122
120
N.A.
259
501
68%
N.A .
178
178
N.A .
371
726
64%
N.A.
112
126
N.A.
437
675
39%
N.A .
146
242
N.A .
547
952
103%
N.A.
242
256
9
485
992
98%
N.A .
278
686
4
(105)
864
19%
N.A .
236
481
759
887
2,363
250%
N.A.
140
296
1,466
349
3,209
237%
863
455
680
937
436
3,371
240%
2,362
604
866
818
1,039
5,689
559%
1,388
894
884
753
1,344
5,263
123%
903
1,031
1,003
490
2,002
5,429
69%
824
623
1,168
540
1,005
4,160
23%
803
600
1,030
2,162
618
5,213
-8%
1,015
809
1,124
961
1,143
5,051
-4%
214
618
1,158
939
1,207
4,137
-24%
N.A.
20%
24%
N.A.
55%
100%
N.A .
11%
17%
N.A .
72%
100%
N.A.
11%
17%
N.A.
72%
100%
N.A.
18%
15%
N.A.
66%
100%
N.A .
20%
28%
N.A .
53%
100%
N.A.
24%
24%
N.A.
52%
100%
N.A .
25%
24%
N.A .
51%
100%
N.A.
17%
19%
N.A.
65%
100%
N.A .
15%
25%
N.A .
57%
100%
N.A.
24%
26%
1%
49%
100%
N.A .
32%
79%
1%
-12%
100%
N.A .
10%
20%
32%
38%
100%
N.A.
4%
9%
46%
11%
100%
26%
13%
20%
28%
13%
100%
42%
11%
15%
14%
18%
100%
26%
17%
17%
14%
26%
100%
17%
19%
18%
9%
37%
100%
20%
15%
28%
13%
24%
100%
15%
12%
20%
41%
12%
100%
20%
16%
22%
19%
23%
100%
5%
15%
28%
23%
29%
100%
N.A.
N.A.
3.5%
N.A.
N.A.
3.5%
N.A .
N.A .
3.8%
N.A .
N.A .
3.8%
N.A.
N.A.
4.1%
N.A.
N.A.
4.1%
N.A.
N.A.
4.4%
N.A.
N.A.
4.4%
N.A .
N.A .
4.7%
N.A .
N.A .
4.7%
N.A.
N.A.
5.0%
N.A.
N.A.
5.0%
N.A .
N.A .
5.4%
N.A .
N.A .
5.4%
N.A.
N.A.
5.7%
N.A.
N.A.
5.7%
N.A .
N.A .
4.6%
N.A .
N.A .
4.6%
N.A.
N.A.
3.8%
N.A.
N.A.
3.8%
N.A .
N.A .
3.6%
N.A .
N.A .
3.6%
N.A .
N.A .
4.7%
N.A .
N.A .
4.7%
N.A.
N.A.
6.2%
N.A.
N.A.
6.2%
N.A .
N.A .
5.2%
N.A .
N.A .
5.2%
N.A.
N.A.
4.7%
N.A.
N.A.
4.7%
N.A.
N.A.
5.5%
N.A.
N.A.
5.5%
N.A.
N.A.
5.9%
N.A.
N.A.
5.9%
N.A .
N.A .
7.5%
N.A .
N.A .
7.5%
N.A.
N.A.
7.5%
N.A.
N.A.
7.5%
N.A.
N.A.
7.3%
N.A.
N.A.
7.3%
N.A .
N.A .
6.1%
N.A .
N.A .
6.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
94
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
N.A .
982.00
N.A .
N.A .
982.00
-25.2%
N.A .
N.A.
N.A.
880.00
N.A.
N.A.
880.00
-28.4%
2.1%
N.A .
N.A .
807.00
N.A .
N.A .
807.00
-29.6%
2.3%
N.A .
N.A .
762.00
N.A .
N.A .
762.00
-30.1%
3.2%
N.A.
N.A.
687.00
N.A.
N.A.
687.00
-30.0%
3.1%
N.A .
N.A .
582.00
N.A .
N.A .
582.00
-33.9%
2.9%
N.A.
N.A.
546.00
N.A.
N.A.
546.00
-32.3%
3.1%
N.A.
N.A.
519.00
N.A.
N.A.
519.00
-31.9%
3.4%
N.A.
N.A.
493.00
N.A.
N.A.
493.00
-28.2%
3.6%
N.A .
N.A .
515.00
N.A .
N.A .
515.00
-11.5%
4.6%
N.A.
N.A.
509.00
N.A.
N.A.
509.00
-6.8%
7.4%
N.A.
N.A.
519.00
N.A.
N.A.
519.00
0.0%
8.5%
N.A .
N.A .
504.00
N.A .
N.A .
504.00
2.2%
9.4%
N.A .
N.A .
191
N.A .
N.A .
191
-12.0%
N.A.
N.A.
194
N.A.
N.A.
194
-7.8%
N.A .
N.A .
208
N.A .
N.A .
208
2.0%
N.A .
N.A .
224
N.A .
N.A .
224
13.4%
N.A.
N.A.
249
N.A.
N.A.
249
30.4%
N.A .
N.A .
291
N.A .
N.A .
291
50.0%
N.A.
N.A.
300
N.A.
N.A.
300
44.2%
N.A.
N.A.
296
N.A.
N.A.
296
32.1%
N.A.
N.A.
295
N.A.
N.A.
295
18.5%
N.A .
N.A .
309
N.A .
N.A .
309
6.2%
N.A.
N.A.
321
N.A.
N.A.
321
7.0%
N.A.
N.A.
344
N.A.
N.A.
344
16.2%
N.A .
N.A .
357
N.A .
N.A .
357
21.0%
N.A .
N.A .
5.14
N.A .
N.A .
5.14
-15.0%
17.543
33.4%
N.A.
N.A.
4.44
N.A.
N.A.
4.44
-24.0%
18.287
29.5%
N.A .
N.A .
3.79
N.A .
N.A .
3.79
-32.6%
19.016
24.4%
N.A .
N.A .
3.29
N.A .
N.A .
3.29
-38.9%
21.644
31.8%
N.A.
N.A.
2.67
N.A.
N.A.
2.67
-48.0%
25.256
44.0%
N.A .
N.A .
1.94
N.A .
N.A .
1.94
-56.3%
27.140
48.4%
N.A.
N.A.
1.76
N.A.
N.A.
1.76
-53.5%
32.882
72.9%
N.A.
N.A.
1.69
N.A.
N.A.
1.69
-48.6%
39.782
83.8%
N.A.
N.A.
1.61
N.A.
N.A.
1.61
-39.7%
45.696
80.9%
N.A .
N.A .
1.59
N.A .
N.A .
1.59
-18.1%
55.143
103.2%
N.A.
N.A.
1.47
N.A.
N.A.
1.47
-16.7%
61.656
87.5%
N.A.
N.A.
1.38
N.A.
N.A.
1.38
-18.5%
70.858
78.1%
N.A .
N.A .
1.28
N.A .
N.A .
1.28
-20.6%
75.756
65.8%
N.A .
N.A .
35.0%
N.A .
N.A .
35.0%
N.A.
N.A.
37.0%
N.A.
N.A.
37.0%
N.A .
N.A .
21.0%
N.A .
N.A .
21.0%
N.A .
N.A .
28.0%
N.A .
N.A .
28.0%
N.A.
N.A.
24.0%
N.A.
N.A.
24.0%
N.A .
N.A .
27.0%
N.A .
N.A .
27.0%
N.A.
N.A.
32.0%
N.A.
N.A.
32.0%
N.A.
N.A.
37.0%
N.A.
N.A.
37.0%
N.A.
N.A.
32.2%
N.A.
N.A.
32.2%
N.A .
N.A .
35.0%
N.A .
N.A .
35.0%
N.A.
N.A.
33.5%
N.A.
N.A.
33.5%
N.A.
N.A.
32.6%
N.A.
N.A.
32.6%
N.A .
N.A .
34.8%
N.A .
N.A .
34.8%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
95
1Q00
1.2%
0.1%
2Q00
1.3%
0.1%
3Q00
1.5%
0.2%
4Q00
1.7%
0.2%
1Q01
2.0%
0.2%
2Q01
2.2%
0.2%
3Q01
2.5%
0.3%
4Q01
3.0%
0.5%
1Q02
3.3%
0.3%
2Q02
3.8%
0.5%
3Q02
4.5%
0.7%
4Q02
5.3%
0.8%
1Q03
5.7%
0.4%
2Q03
6.4%
0.7%
3Q03
7.2%
0.8%
4Q03
8.5%
1.3%
1Q04
9.4%
0.9%
2Q04
10.6%
1.2%
3Q04
12.3%
1.7%
4Q04
13.7%
1.4%
1Q05
14.3%
0.7%
1,121
751
468
54
42
14
7
2,457
100.0%
78.2%
1,226
823
551
65
49
13
7
2,735
100.0%
67.5%
1,450
954
645
72
56
14
7
3,199
100.0%
75.7%
1,683
1,055
765
76
63
15
8
3,665
100.0%
67.8%
1,931
1,225
851
56
69
13
8
4,153
100.0%
69.0%
2,181
1,413
925
61
75
12
9
4,675
100.0%
70.9%
2,563
1,500
1,100
50
67
11
10
5,300
100.0%
65.7%
3,230
1,918
1,080
39
73
10
10
6,360
83.7%
73.6%
3,733
2,065
1,090
38
79
9
10
7,024
84.6%
69.1%
4,200
2,386
1,370
45
63
8
10
8,082
86.0%
72.9%
4,996
2,781
1,673
41
60
8
10
9,569
87.8%
80.6%
6,011
3,583
1,700
39
73
10
10
11,425
89.8%
79.6%
6,600
3,896
1,750
39
73
10
10
12,378
90.3%
76.2%
7,714
4,312
1,800
45
63
8
10
13,951
91.0%
72.6%
8,793
5,029
1,850
45
63
8
10
15,798
91.7%
65.1%
9,589
5,962
2,950
45
63
8
10
18,627
N.A .
63.0%
10,743
6,590
3,256
45
63
8
10
20,715
N.A .
67.3%
12,366
7,355
3,494
45
63
8
10
23,341
N.A .
67.3%
13,692
8,977
4,200
45
63
8
10
26,995
N.A .
70.9%
16,291
9,755
3,800
45
63
8
10
29,972
N.A .
60.9%
17,867
10,189
3,300
45
63
8
10
31,482
N.A.
52.0%
45.6%
30.6%
19.0%
2.2%
1.7%
0.6%
0.3%
100.0%
44.8%
30.1%
20.2%
2.4%
1.8%
0.5%
0.3%
100.0%
45.3%
29.8%
20.2%
2.3%
1.8%
0.4%
0.2%
100.0%
45.9%
28.8%
20.9%
2.1%
1.7%
0.4%
0.2%
100.0%
46.5%
29.5%
20.5%
1.3%
1.7%
0.3%
0.2%
100.0%
46.6%
30.2%
19.8%
1.3%
1.6%
0.3%
0.2%
100.0%
48.4%
28.3%
20.7%
0.9%
1.3%
0.2%
0.2%
100.0%
50.8%
30.2%
17.0%
0.6%
1.1%
0.2%
0.2%
100.0%
53.1%
29.4%
15.5%
0.5%
1.1%
0.1%
0.1%
100.0%
52.0%
29.5%
17.0%
0.6%
0.8%
0.1%
0.1%
100.0%
52.2%
29.1%
17.5%
0.4%
0.6%
0.1%
0.1%
100.0%
52.6%
31.4%
14.9%
0.3%
0.6%
0.1%
0.1%
100.0%
53.3%
31.5%
14.1%
0.3%
0.6%
0.1%
0.1%
100.0%
55.3%
30.9%
12.9%
0.3%
0.4%
0.1%
0.1%
100.0%
55.7%
31.8%
11.7%
0.3%
0.4%
0.1%
0.1%
100.0%
51.5%
32.0%
15.8%
0.2%
0.3%
0.0%
0.1%
100.0%
51.9%
31.8%
15.7%
0.2%
0.3%
0.0%
0.0%
100.0%
53.0%
31.5%
15.0%
0.2%
0.3%
0.0%
0.0%
100.0%
50.7%
33.3%
15.6%
0.2%
0.2%
0.0%
0.0%
100.0%
54.4%
32.5%
12.7%
0.2%
0.2%
0.0%
0.0%
100.0%
56.8%
32.4%
10.5%
0.1%
0.2%
0.0%
0.0%
100.0%
96
72
85
17
1
1
1
273
-12.6%
105
72
83
11
7
(1)
0
278
9.5%
224
131
93
7
7
0
0
463
146.5%
234
101
120
4
7
1
0
466
28.3%
247
170
86
(20)
6
(2)
0
488
79.0%
250
188
74
5
6
(1)
1
523
87.9%
382
87
175
(11)
(8)
(1)
1
624
34.7%
667
418
(20)
(11)
6
(1)
0
1,060
127.6%
503
147
10
(1)
6
(1)
0
664
35.9%
467
321
280
7
(16)
(1)
(1)
1,058
102.4%
796
395
303
(4)
(3)
(1)
0
1,487
138.2%
1,014
801
27
(1)
13
2
0
1,856
75.1%
590
313
50
0
0
0
0
953
43.6%
1,113
416
50
6
(10)
(1)
(0)
1,572
48.6%
1,079
717
50
0
0
(0)
0
1,847
24.2%
796
933
1,100
0
0
0
0
2,829
52.4%
1,154
628
306
0
0
0
0
2,088
119.0%
1,623
764
238
0
0
0
0
2,625
67.0%
1,326
1,623
706
0
0
0
0
3,655
97.9%
2,599
778
(400)
0
0
0
0
2,977
5.2%
1,576
435
(500)
0
0
0
0
1,511
-27.6%
35%
26%
31%
6%
0%
0%
0%
100%
38%
26%
30%
4%
3%
0%
0%
100%
48%
28%
20%
1%
2%
0%
0%
100%
50%
22%
26%
1%
1%
0%
0%
100%
51%
35%
18%
-4%
1%
0%
0%
100%
48%
36%
14%
1%
1%
0%
0%
100%
61%
14%
28%
-2%
-1%
0%
0%
100%
63%
39%
-2%
-1%
1%
0%
0%
100%
76%
22%
2%
0%
1%
0%
0%
100%
44%
30%
26%
1%
-2%
0%
0%
100%
54%
27%
20%
0%
0%
0%
0%
100%
55%
43%
1%
0%
1%
0%
0%
100%
62%
33%
5%
0%
0%
0%
0%
100%
71%
26%
3%
0%
-1%
0%
0%
100%
58%
39%
3%
0%
0%
0%
0%
100%
28%
33%
39%
0%
0%
0%
0%
100%
55%
30%
15%
0%
0%
0%
0%
100%
62%
29%
9%
0%
0%
0%
0%
100%
36%
44%
19%
0%
0%
0%
0%
100%
87%
26%
-13%
0%
0%
0%
0%
100%
104%
29%
-33%
0%
0%
0%
0%
100%
1.9%
1.6%
N.A .
N.A .
N.A .
N.A .
N.A .
1.8%
1.8%
1.4%
N.A .
N.A .
N.A .
N.A .
N.A .
1.6%
1.6%
1.3%
N.A .
N.A .
N.A .
N.A .
N.A .
1.5%
1.4%
1.1%
N.A .
N.A .
N.A .
N.A .
N.A .
1.3%
1.0%
1.1%
N.A .
N.A .
N.A .
N.A .
N.A .
1.0%
1.0%
1.1%
N.A .
N.A .
N.A .
N.A .
N.A .
1.0%
1.0%
1.1%
N.A .
N.A .
N.A .
N.A .
N.A .
1.0%
1.0%
1.1%
N.A.
N.A.
N.A.
N.A.
N.A.
1.0%
0.8%
1.1%
N.A .
N.A .
N.A .
N.A .
N.A .
0.9%
0.8%
1.0%
N.A .
N.A .
N.A .
N.A .
N.A .
0.9%
0.8%
1.3%
N.A .
N.A .
N.A .
N.A .
N.A .
1.0%
0.8%
1.3%
N.A .
N.A .
N.A .
N.A .
N.A .
1.0%
0.8%
1.3%
N.A.
N.A.
N.A.
N.A.
N.A.
1.0%
1.0%
3.0%
N.A .
N.A .
N.A .
N.A .
N.A .
1.7%
1.0%
3.0%
N.A .
N.A .
N.A .
N.A .
N.A .
1.7%
1.0%
3.0%
N.A .
N.A .
N.A .
N.A .
N.A .
1.8%
4.0%
5.0%
N.A .
N.A .
N.A .
N.A .
N.A .
4.4%
6.0%
6.0%
N.A .
N.A .
N.A .
N.A .
N.A .
6.0%
7.0%
7.0%
N.A .
N.A .
N.A .
N.A .
N.A .
7.0%
8.0%
8.0%
N.A .
N.A .
N.A .
N.A .
N.A .
8.0%
8.0%
9.0%
N.A.
N.A.
N.A.
N.A.
N.A.
8.4%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
96
1Q00
2Q00
3Q00
4Q00
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
66.3%
52.5%
N.A .
N.A .
N.A .
N.A .
N.A .
60.7%
67.5%
55.0%
N.A .
N.A .
N.A .
N.A .
N.A .
62.5%
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
166,255
166,073
174,695
174,544
148,200
148,142
148,323
136,508
117,112
117,479
115,922
110,436
104,173
153,589
146,280
150,376
146,012
118,374
115,202
109,114
115,073
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
95,761
N.A.
N.A.
N.A.
N.A.
N.A.
100,565
N.A .
N.A .
N.A .
N.A .
N.A .
93,886
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
89,540
N.A .
N.A .
N.A .
N.A .
N.A .
161,338
158,291
165,717
163,914
96,501
78,807
N.A .
N.A .
N.A .
N.A .
N.A .
89,902
-18.0%
21.5%
92,639
76,613
N.A .
N.A .
N.A .
N.A .
N.A .
86,293
-21.8%
21.1%
75,030
N.A .
N.A .
N.A .
N.A .
N.A .
91,899
-10.3%
21.8%
88,000
71,975
N.A .
N.A .
N.A .
N.A .
N.A .
82,180
-17.3%
27.4%
102,000
137,577
136,209
134,302
128,503
108,491
109,692
110,335
102,424
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
10.4%
-14.7%
10.3%
-13.9%
10.3%
-19.0%
12.5%
-21.6%
13.3%
-21.1%
16.3%
-19.5%
17.9%
-17.8%
18.4%
-20.3%
19.3%
91,432
N.A .
N.A .
N.A .
N.A .
N.A .
99,329
-8.4%
19.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1,892
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
2,096
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
2,480
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
2,867
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
2,762
46.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
3,086
47.2%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
3,556
43.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
4,047
41.2%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
3,874
40.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
4,332
40.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
4,923
38.5%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
5,289
30.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
5,862
51.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
5,941
37.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
6,515
32.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
7,853
48.5%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
7,575
29.2%
68.8%
57.5%
N.A .
N.A .
N.A .
N.A .
N.A .
64.3%
70.0%
60.0%
N.A .
N.A .
N.A .
N.A .
N.A .
66.1%
69.0%
60.0%
N.A .
N.A .
N.A .
N.A .
N.A .
65.5%
69.0%
61.0%
N.A .
N.A .
N.A .
N.A .
N.A .
65.9%
67.0%
61.0%
N.A .
N.A .
N.A .
N.A .
N.A .
64.8%
76.0%
62.0%
N.A.
N.A.
N.A.
N.A.
N.A.
70.8%
69.0%
60.5%
N.A .
N.A .
N.A .
N.A .
N.A .
66.0%
67.8%
60.5%
N.A .
N.A .
N.A .
N.A .
N.A .
65.2%
68.0%
55.1%
N.A .
N.A .
N.A .
N.A .
N.A .
63.4%
65.7%
52.6%
N.A .
N.A .
N.A .
N.A .
N.A .
60.8%
71.4%
59.5%
N.A.
N.A.
N.A.
N.A.
N.A.
67.0%
70.4%
57.6%
N.A .
N.A .
N.A .
N.A .
N.A .
65.8%
70.0%
57.0%
N.A .
N.A .
N.A .
N.A .
N.A .
65.3%
77.2%
54.8%
N.A .
N.A .
N.A .
N.A .
N.A .
68.6%
71.5%
54.8%
N.A .
N.A .
N.A .
N.A .
N.A .
65.1%
69.9%
62.8%
N.A .
N.A .
N.A .
N.A .
N.A .
67.3%
71.9%
59.1%
N.A .
N.A .
N.A .
N.A .
N.A .
66.8%
75.4%
53.0%
N.A .
N.A .
N.A .
N.A .
N.A .
67.0%
72.6%
56.3%
N.A.
N.A.
N.A.
N.A.
N.A.
66.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
97
1Q00
44.4%
4.1%
2Q00
48.2%
3.8%
3Q00
51.7%
3.4%
4Q00
63.1%
11.4%
1Q01
65.8%
2.7%
2Q01
68.0%
2.2%
3Q01
72.6%
4.6%
4Q01
76.9%
4.3%
1Q02
77.6%
0.7%
2Q02
76.9%
-0.7%
3Q02
77.7%
0.8%
4Q02
79.2%
1.5%
1Q03
79.6%
0.4%
2Q03
81.5%
1.9%
3Q03
82.8%
1.3%
4Q03
87.4%
4.6%
1Q04
88.0%
0.6%
2Q04
89.0%
0.9%
3Q04
90.5%
1.5%
4Q04
95.8%
5.3%
1Q05
97.3%
1.5%
1,049
628
N.A .
1,677
N.A .
70.5%
1,100
725
N.A .
1,825
N.A .
71.8%
1,200
760
N.A .
1,960
N.A .
64.8%
1,410
988
N.A .
2,398
N.A .
57.8%
1,520
973
15
2,508
N.A .
49.6%
1,571
998
30
2,599
N.A .
42.4%
1,611
1,105
65
2,781
N.A .
41.9%
1,701
1,162
90
2,953
N.A.
23.1%
1,704
1,180
102
2,986
N.A .
19.1%
1,704
1,161
102
2,967
N.A .
14.2%
1,705
1,198
102
3,005
N.A .
8.1%
1,729
1,240
102
3,071
N.A .
4.0%
1,740
1,255
97
3,092
N.A.
3.5%
1,765
1,272
138
3,175
72.2%
7.0%
1,803
1,274
156
3,233
72.2%
7.6%
1,871
1,370
181
3,422
73.0%
11.4%
1,864
1,391
199
3,454
73.7%
11.7%
1,881
1,395
222
3,498
73.9%
10.2%
1,890
1,425
252
3,567
74.1%
10.3%
1,929
1,516
340
3,785
75.2%
10.6%
1,952
1,526
377
3,855
75.4%
11.6%
62.6%
37.4%
0.0%
100.0%
60.3%
39.7%
0.0%
100.0%
61.2%
38.8%
0.0%
100.0%
58.8%
41.2%
0.0%
100.0%
60.6%
38.8%
0.6%
100.0%
60.5%
38.4%
1.2%
100.0%
57.9%
39.7%
2.3%
100.0%
57.6%
39.3%
3.0%
100.0%
57.1%
39.5%
3.4%
100.0%
57.4%
39.1%
3.4%
100.0%
56.7%
39.9%
3.4%
100.0%
56.3%
40.4%
3.3%
100.0%
56.3%
40.6%
3.1%
100.0%
55.6%
40.1%
4.3%
100.0%
55.8%
39.4%
4.8%
100.0%
54.7%
40.0%
5.3%
100.0%
54.0%
40.3%
5.8%
100.0%
53.8%
39.9%
6.3%
100.0%
53.0%
40.0%
7.1%
100.0%
51.0%
40.1%
9.0%
100.0%
50.6%
39.6%
9.8%
100.0%
101
57
N.A .
158
N.A .
51
97
N.A .
148
88.3%
100
35
N.A .
135
5.9%
210
228
N.A .
438
32.7%
110
(15)
15
110
-30.2%
51
25
15
91
-38.6%
40
107
35
182
35.0%
90
57
25
172
-60.7%
3
18
12
33
-70.0%
0
(19)
0
(19)
N.M.
1
37
0
38
-79.1%
24
42
0
66
-61.6%
11
15
(5)
21
-36.4%
25
17
41
83
N.M.
38
2
18
58
52.6%
68
96
25
189
185.8%
(7)
21
18
32
54.3%
17
4
23
44
-46.9%
9
30
30
69
18.1%
39
91
88
218
15.6%
23
10
37
70
116.0%
64%
36%
N.A .
100%
34%
66%
N.A .
100%
74%
26%
N.A .
100%
48%
52%
N.A .
100%
100%
-14%
14%
100%
56%
27%
17%
100%
22%
59%
19%
100%
52%
33%
15%
100%
9%
55%
36%
100%
N.M.
N.M.
N.M.
100%
3%
97%
0%
100%
36%
64%
0%
100%
52%
71%
-24%
100%
30%
20%
49%
100%
66%
3%
31%
100%
36%
51%
13%
100%
-22%
65%
57%
100%
39%
9%
52%
100%
13%
44%
43%
100%
18%
42%
40%
100%
33%
14%
53%
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
3.2%
N.A .
N.A .
N.A .
3.2%
N.A .
N.A .
N.A.
3.2%
N.A.
N.A.
N.A .
3.2%
N.A .
N.A .
N.A .
2.6%
N.A .
N.A .
N.A .
2.6%
N.A .
N.A .
N.A .
2.6%
N.A .
N.A .
N.A.
2.6%
N.A.
N.A.
N.A .
2.5%
N.A .
N.A .
N.A .
2.5%
N.A .
N.A .
N.A .
2.5%
N.A .
N.A .
N.A .
2.2%
N.A .
N.A .
N.A .
2.3%
N.A .
N.A .
N.A .
2.3%
N.A .
N.A .
N.A .
2.3%
N.A .
N.A .
N.A.
2.3%
N.A.
N.A.
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
98
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
45.32
50.00
32.33
46.59
N.A .
7.8%
43.86
45.00
30.14
43.99
N.A .
9.0%
42.67
45.00
29.73
43.19
N.A.
10.5%
44.06
44.00
29.87
43.55
N.A .
11.5%
45.04
45.00
30.54
44.53
-4.4%
11.7%
44.50
47.00
31.03
45.04
4.0%
14.1%
47.50
45.00
31.37
45.95
3.2%
15.7%
48.00
45.00
31.54
46.27
6.2%
17.4%
48.20
45.00
31.61
46.20
3.8%
16.1%
48.30
49.00
33.00
47.84
6.2%
18.4%
49.50
47.00
33.00
47.63
3.6%
21.1%
48.00
45.00
31.00
45.81
-1.0%
17.4%
51.20
46.00
32.00
47.91
3.7%
21.8%
49.97
49.09
32.00
48.35
1.1%
19.0%
50.00
48.00
32.00
47.58
-0.1%
20.9%
47.00
45.00
30.38
44.58
-2.7%
20.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
205
N.A .
205
N.A .
N.A .
204
N.A .
204
N.A .
N.A.
202
N.A.
202
N.A.
N.A .
200
N.A .
200
N.A .
N.A .
188
N.A .
188
-8.1%
N.A .
188
N.A .
188
-7.6%
N.A .
185
N.A .
185
-8.3%
N.A.
191
N.A.
191
-4.3%
N.A .
194
N.A .
194
3.2%
N.A .
198
N.A .
198
5.3%
N.A .
198
N.A .
198
7.0%
N.A .
198
N.A .
198
3.7%
N.A .
206
N.A .
206
6.2%
N.A .
210
N.A .
210
6.1%
N.A .
210
N.A .
210
6.1%
N.A.
210
N.A.
210
6.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.23
N.A .
0.21
N.A .
0.359
N.A .
N.A .
0.20
N.A .
0.19
N.A .
0.360
N.A .
N.A.
0.20
N.A.
0.19
N.A.
0.370
N.A.
N.A .
0.20
N.A .
0.19
N.A .
0.376
N.A .
N.A .
0.21
N.A .
0.21
-0.4%
0.391
9.1%
N.A .
0.21
N.A .
0.21
6.3%
0.405
12.5%
N.A .
0.21
N.A .
0.21
9.3%
0.405
9.7%
N.A.
0.19
N.A.
0.20
3.6%
0.411
9.3%
N.A .
0.19
N.A .
0.20
-4.5%
0.427
9.2%
N.A .
0.20
N.A .
0.20
-4.2%
0.454
12.1%
N.A .
0.19
N.A .
0.19
-9.4%
0.462
14.0%
N.A .
0.19
N.A .
0.19
-4.5%
0.472
14.7%
N.A .
0.17
N.A .
0.18
-9.0%
0.491
14.9%
N.A .
0.19
N.A .
0.19
-5.4%
0.511
12.7%
N.A .
0.18
N.A .
0.18
-5.6%
0.516
11.6%
N.A.
0.17
N.A.
0.17
-12.1%
0.513
8.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
38.6%
29.0%
N.A .
34.8%
38.6%
32.2%
N.A .
36.0%
38.6%
31.3%
N.A.
35.6%
38.6%
31.1%
N.A .
35.5%
45.5%
33.0%
N.A .
40.4%
47.2%
34.0%
N.A .
41.8%
44.9%
37.0%
N.A .
41.6%
44.9%
37.8%
N.A.
41.9%
38.4%
39.6%
N.A .
38.9%
44.0%
39.6%
N.A .
42.2%
44.5%
39.0%
N.A .
42.2%
44.8%
39.0%
N.A .
42.3%
45.0%
37.9%
N.A .
42.0%
45.0%
37.9%
N.A .
41.9%
44.0%
38.0%
N.A .
41.4%
44.0%
38.0%
N.A.
41.4%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
99
1Q00
51.8%
6.4%
2Q00
56.2%
4.4%
3Q00
62.0%
5.8%
4Q00
69.0%
6.9%
1Q01
75.7%
6.7%
2Q01
80.1%
4.4%
3Q01
83.1%
3.1%
4Q01
87.2%
4.1%
1Q02
85.5%
-1.7%
2Q02
87.6%
2.1%
3Q02
88.7%
1.1%
4Q02
90.3%
1.6%
1Q03
92.3%
2.0%
2Q03
94.7%
2.4%
3Q03
97.4%
2.7%
4Q03
99.7%
2.3%
1Q04
100.4%
0.7%
2Q04
103.2%
2.8%
3Q04
105.1%
1.9%
4Q04
105.3%
0.2%
1Q05
107.1%
1.8%
1,510
1,170
430
170
3,280
N.A .
44.5%
1,610
1,290
500
170
3,570
N.A .
50.6%
1,740
1,400
630
170
3,940
N.A .
53.3%
1,850
1,530
830
170
4,380
N.A .
53.1%
2,040
1,620
1,000
170
4,830
N.A .
47.3%
2,100
1,700
1,150
190
5,140
N.A .
44.0%
2,100
1,760
1,300
210
5,370
N.A .
36.3%
2,100
1,860
1,460
230
5,650
N.A.
29.0%
2,100
1,620
1,600
240
5,560
N.A .
15.1%
2,100
1,680
1,700
250
5,730
N.A .
11.5%
2,100
1,710
1,760
260
5,830
N.A .
8.6%
2,100
1,760
1,840
260
5,960
N.A .
5.5%
2,150
1,790
1,894
260
6,094
N.A.
9.6%
2,200
1,870
1,950
250
6,270
N.A .
9.4%
2,260
1,910
2,030
250
6,450
N.A .
10.6%
2,300
1,990
2,103
240
6,633
N.A .
11.3%
2,320
2,000
2,170
240
6,730
N.A .
10.4%
2,400
2,073
2,202
240
6,915
N.A .
10.3%
2,420
2,110
2,270
240
7,040
N.A .
9.1%
2,450
2,130
2,340
240
7,160
N.A .
7.9%
2,490
2,180
2,370
240
7,280
N.A.
8.2%
46.0%
35.7%
13.1%
5.2%
100.0%
45.1%
36.1%
14.0%
4.8%
100.0%
44.2%
35.5%
16.0%
4.3%
100.0%
42.2%
34.9%
18.9%
3.9%
100.0%
42.2%
33.5%
20.7%
3.5%
100.0%
40.9%
33.1%
22.4%
3.7%
100.0%
39.1%
32.8%
24.2%
3.9%
100.0%
37.2%
32.9%
25.8%
4.1%
100.0%
37.8%
29.1%
28.8%
4.3%
100.0%
36.6%
29.3%
29.7%
4.4%
100.0%
36.0%
29.3%
30.2%
4.5%
100.0%
35.2%
29.5%
30.9%
4.4%
100.0%
35.3%
29.4%
31.1%
4.3%
100.0%
35.1%
29.8%
31.1%
4.0%
100.0%
35.0%
29.6%
31.5%
3.9%
100.0%
34.7%
30.0%
31.7%
3.6%
100.0%
34.5%
29.7%
32.2%
3.6%
100.0%
34.7%
30.0%
31.8%
3.5%
100.0%
34.4%
30.0%
32.2%
3.4%
100.0%
34.2%
29.7%
32.7%
3.4%
100.0%
34.2%
29.9%
32.6%
3.3%
100.0%
270
80
70
0
420
320.0%
100
120
70
0
290
190.0%
130
110
130
0
370
85.0%
110
130
200
0
440
51.7%
190
90
170
0
450
7.1%
60
80
150
20
310
6.9%
0
60
150
20
230
-37.8%
0
100
160
20
280
-36.4%
0
(240)
140
10
(90)
N.M.
0
60
100
10
170
-45.2%
0
30
60
10
100
-56.5%
0
50
80
0
130
-53.6%
50
30
54
0
134
N.M.
50
80
56
(10)
176
3.5%
60
40
80
0
180
80.0%
40
80
73
(10)
183
40.8%
20
10
67
0
97
-27.6%
80
73
32
0
185
5.1%
20
37
68
0
125
-30.6%
30
20
70
0
120
-34.4%
40
50
30
0
120
23.7%
64%
19%
17%
0%
100%
34%
41%
24%
0%
100%
35%
30%
35%
0%
100%
25%
30%
45%
0%
100%
42%
20%
38%
0%
100%
19%
26%
48%
6%
100%
0%
26%
65%
9%
100%
0%
36%
57%
7%
100%
N.M.
N.M.
N.M.
N.M.
100%
0%
35%
59%
6%
100%
0%
30%
60%
10%
100%
0%
38%
62%
0%
100%
37%
22%
40%
0%
100%
28%
45%
32%
-6%
100%
33%
22%
44%
0%
100%
22%
44%
40%
-5%
100%
21%
10%
69%
0%
100%
43%
39%
17%
0%
100%
16%
30%
54%
0%
100%
25%
17%
58%
0%
100%
33%
42%
25%
0%
100%
N.A .
N.A .
0.5%
N.A .
0.5%
N.A .
N.A .
0.5%
N.A .
0.5%
N.A .
N.A .
0.5%
N.A .
0.5%
N.A .
N.A .
0.4%
N.A .
0.4%
N.A .
N.A .
0.3%
N.A .
0.3%
N.A .
N.A .
0.5%
N.A .
0.5%
N.A .
N.A .
0.6%
N.A .
0.6%
N.A.
N.A.
0.5%
N.A.
0.5%
N.A .
N.A .
0.4%
N.A .
0.4%
N.A .
N.A .
0.5%
N.A .
0.5%
N.A .
N.A .
0.8%
N.A .
0.8%
N.A .
N.A .
1.0%
N.A .
1.0%
N.A.
N.A.
1.3%
N.A.
1.3%
N.A .
N.A .
1.2%
N.A .
1.2%
N.A .
N.A .
1.0%
N.A .
1.0%
N.A .
N.A .
1.0%
N.A .
1.0%
N.A .
N.A .
1.1%
N.A .
1.1%
N.A .
N.A .
1.1%
N.A .
1.1%
N.A .
N.A .
0.9%
N.A .
0.9%
N.A .
N.A .
0.9%
N.A .
0.9%
1.4%
1.2%
1.3%
N.A.
1.3%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
100
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
N.A .
76.00
N.A .
72.20
N.A .
N.A .
N.A .
N.A .
72.00
N.A .
68.40
N.A .
N.A .
N.A .
N.A .
79.00
N.A .
75.05
-17.7%
N.A .
N.A .
N.A .
63.00
N.A .
59.85
-31.5%
N.A .
N.A .
N.A .
55.00
N.A .
52.25
-27.6%
N.A .
N.A .
N.A .
52.00
N.A .
49.40
-27.8%
N.A .
N.A .
N.A .
49.00
N.A .
46.55
-38.0%
N.A .
N.A.
N.A.
44.00
N.A.
41.80
-30.2%
N.A.
N.A .
N.A .
40.00
N.A .
38.00
-27.3%
4.9%
N.A .
N.A .
39.20
N.A .
37.24
-24.6%
6.1%
N.A .
N.A .
38.80
N.A .
36.86
-20.8%
6.0%
N.A .
N.A .
37.00
N.A .
35.15
-15.9%
6.4%
41.83
33.12
35.10
N.A.
33.35
-12.3%
7.0%
43.90
36.14
38.00
N.A .
36.10
-3.1%
6.9%
45.45
37.67
41.30
N.A .
39.24
6.4%
6.2%
42.53
36.20
38.50
N.A .
36.58
4.1%
6.6%
45.96
34.30
37.67
N.A .
35.78
7.3%
6.6%
N.A .
34.73
37.83
N.A .
35.94
-0.4%
7.9%
N.A .
34.60
39.29
N.A .
37.32
-4.9%
7.4%
N.A .
33.26
37.95
N.A .
36.05
-1.4%
8.0%
35.94
33.41
36.18
N.A.
34.37
-4.0%
7.1%
N.A .
N.A .
411
N.A .
432
N.A .
N.A .
N.A .
396
N.A .
416
N.A .
N.A .
N.A .
399
N.A .
419
-8.5%
N.A .
N.A .
361
N.A .
379
-15.5%
N.A .
N.A .
333
N.A .
350
-19.0%
N.A .
N.A .
321
N.A .
337
-18.9%
N.A .
N.A .
316
N.A .
332
-20.8%
N.A.
N.A.
301
N.A.
316
-16.6%
N.A .
327
284
N.A .
298
-14.7%
N.A .
N.A .
284
N.A .
298
-11.5%
N.A .
N.A .
279
N.A .
293
-11.7%
N.A .
N.A .
272
N.A .
286
-9.6%
N.A.
318
267
N.A.
280
-6.0%
N.A .
334
277
N.A .
291
-2.5%
N.A .
330
286
N.A .
300
2.5%
N.A .
328
276
N.A .
290
1.5%
N.A .
324
280
N.A .
294
4.9%
N.A .
332
283
N.A .
297
2.2%
N.A .
334
291
N.A .
306
1.7%
N.A .
331
288
N.A .
302
4.3%
325
330
288
N.A.
302
2.9%
N.A .
N.A .
0.18
N.A .
0.17
N.A .
0.665
N.A .
N.A .
N.A .
0.18
N.A .
0.16
N.A .
0.703
N.A .
N.A .
N.A .
0.20
N.A .
0.18
-10.1%
0.845
25.1%
N.A .
N.A .
0.17
N.A .
0.16
-19.0%
0.747
4.9%
N.A .
N.A .
0.17
N.A .
0.15
-10.7%
0.722
8.6%
N.A .
N.A .
0.16
N.A .
0.15
-10.9%
0.739
5.1%
N.A .
N.A .
0.16
N.A .
0.14
-21.7%
0.734
-13.2%
N.A.
N.A.
0.15
N.A.
0.13
-16.2%
0.691
-7.5%
N.A .
N.A .
0.13
N.A .
0.12
-18.3%
0.639
-11.5%
N.A .
N.A .
0.13
N.A .
0.12
-19.2%
0.631
-14.6%
N.A .
N.A .
0.13
N.A .
0.12
-14.9%
0.639
-12.9%
N.A .
N.A .
0.13
N.A .
0.12
-12.0%
0.622
-10.0%
N.A.
0.10
0.12
N.A.
0.11
-8.4%
0.603
-5.6%
N.A .
0.11
0.13
N.A .
0.12
-1.3%
0.670
6.2%
N.A .
0.11
0.14
N.A .
0.12
3.7%
0.749
17.1%
N.A .
0.11
0.13
N.A .
0.12
2.4%
0.718
15.5%
N.A .
0.11
0.13
N.A .
0.11
2.7%
0.717
19.0%
N.A .
0.10
0.12
N.A .
0.11
-3.4%
0.736
9.9%
N.A .
0.10
0.13
N.A .
0.11
-7.5%
0.781
4.4%
N.A .
0.10
0.12
N.A .
0.11
-6.7%
0.768
7.0%
0.10
0.09
0.12
N.A.
0.11
-8.1%
0.744
3.8%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.8%
N.A .
1.0%
N.A .
N.A .
1.4%
N.A .
1.8%
N.A .
N.A .
11.7%
N.A .
14.6%
N.A .
N.A .
22.2%
N.A .
27.8%
N.A .
N.A .
22.0%
N.A .
27.5%
N.A.
N.A.
22.8%
N.A.
28.5%
33.8%
N.A .
24.3%
N.A .
30.4%
N.A .
23.2%
26.9%
N.A .
29.0%
N.A .
N.A .
27.3%
N.A .
30.0%
N.A .
N.A .
24.3%
N.A .
26.0%
31.3%
20.0%
25.4%
N.A.
23.0%
N.A .
22.8%
32.3%
N.A .
32.0%
N.A .
27.3%
32.8%
N.A .
30.0%
N.A .
26.5%
31.5%
N.A .
29.5%
N.A .
27.2%
30.2%
N.A .
29.0%
N.A .
27.2%
32.0%
N.A .
30.0%
N.A .
27.1%
32.5%
N.A .
29.8%
N.A .
29.9%
29.2%
N.A .
29.6%
36.0%
24.0%
31.8%
N.A.
30.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
101
1Q00
56.6%
3.7%
2Q00
62.3%
5.7%
3Q00
67.4%
5.1%
4Q00
72.9%
5.5%
1Q01
77.3%
4.4%
2Q01
81.2%
3.9%
3Q01
85.2%
4.0%
4Q01
88.9%
3.7%
1Q02
90.0%
1.0%
2Q02
90.9%
0.9%
3Q02
92.2%
1.3%
4Q02
92.3%
0.1%
1Q03
94.3%
1.9%
2Q03
95.2%
0.9%
3Q03
97.2%
2.1%
4Q03
99.4%
2.2%
1Q04
100.4%
1.0%
2Q04
102.8%
2.3%
3Q04
106.3%
3.6%
4Q04
110.3%
4.0%
1Q05
112.5%
2.1%
19,211
11,222
2,124
N.A .
N.A .
32,557
N.A .
46.0%
20,504
12,527
2,800
N.A .
N.A .
35,831
N.A .
47.0%
20,605
13,591
4,000
555
N.A .
38,751
N.A .
44.5%
21,601
14,920
4,760
650
N.A .
41,931
N.A .
38.0%
22,015
15,686
5,700
1,050
N.A .
44,451
N.A .
36.5%
22,649
16,209
6,500
1,300
N.A .
46,658
N.A .
30.2%
23,266
16,651
7,400
1,650
N.A .
48,967
N.A .
26.4%
23,950
17,431
7,900
1,820
N.A.
51,101
N.A.
21.9%
24,083
17,702
8,000
1,900
N.A .
51,685
N.A .
16.3%
24,207
17,970
8,130
1,886
N.A .
52,193
N.A .
11.9%
24,553
18,311
8,200
1,886
N.A .
52,950
N.A .
8.1%
25,302
19,000
8,695
N.A .
N.A .
52,997
N.A .
3.7%
25,657
19,411
9,000
N.A.
N.A.
54,068
N.A.
4.6%
25,606
19,589
9,200
N.A .
180
54,575
90.7%
4.6%
26,051
19,980
9,400
N.A .
310
55,741
90.8%
5.3%
26,076
20,641
9,900
N.A .
360
56,977
90.8%
7.5%
26,036
21,135
9,900
N.A .
477
57,548
90.8%
6.4%
26,011
21,402
10,600
N.A .
838
58,851
90.8%
7.8%
26,203
21,685
11,300
N.A .
1,680
60,867
90.8%
9.2%
26,259
22,152
12,100
N.A .
2,650
63,161
90.9%
10.9%
26,186
22,500
12,100
N.A.
3,560
64,346
90.9%
11.8%
59.0%
34.5%
6.5%
N.A .
N.A .
100.0%
57.2%
35.0%
7.8%
N.A .
N.A .
100.0%
53.2%
35.1%
10.3%
1.4%
N.A .
100.0%
51.5%
35.6%
11.4%
1.6%
N.A .
100.0%
49.5%
35.3%
12.8%
2.4%
N.A .
100.0%
48.5%
34.7%
13.9%
2.8%
N.A .
100.0%
47.5%
34.0%
15.1%
3.4%
N.A .
100.0%
46.9%
34.1%
15.5%
3.6%
N.A.
100.0%
46.6%
34.3%
15.5%
3.7%
N.A .
100.0%
46.4%
34.4%
15.6%
3.6%
N.A .
100.0%
46.4%
34.6%
15.5%
3.6%
N.A .
100.0%
47.7%
35.9%
16.4%
N.A .
N.A .
100.0%
47.5%
35.9%
16.6%
N.A.
N.A.
100.0%
46.9%
35.9%
16.9%
N.A .
0.3%
100.0%
46.7%
35.8%
16.9%
N.A .
0.6%
100.0%
45.8%
36.2%
17.4%
N.A .
0.6%
100.0%
45.2%
36.7%
17.2%
N.A .
0.8%
100.0%
44.2%
36.4%
18.0%
N.A .
1.4%
100.0%
43.0%
35.6%
18.6%
N.A .
2.8%
100.0%
41.6%
35.1%
19.2%
N.A .
4.2%
100.0%
40.7%
35.0%
18.8%
N.A.
5.5%
100.0%
684
804
674
N.A .
N.A .
2,162
7.9%
1,293
1,305
676
N.A .
N.A .
3,274
57.5%
101
1,064
1,200
555
N.A .
2,920
20.1%
996
1,329
760
95
N.A .
3,180
-11.2%
414
766
940
400
N.A .
2,520
16.6%
634
523
800
250
N.A .
2,207
-32.6%
617
442
900
350
N.A .
2,309
-20.9%
684
780
500
170
N.A.
2,134
-32.9%
133
271
100
80
N.A .
584
-76.8%
124
268
130
(14)
N.A .
508
-77.0%
346
341
70
0
N.A .
757
-67.2%
749
689
495
(1,886)
N.A .
47
-97.8%
355
411
305
N.A.
N.A.
1,071
83.4%
(51)
177
200
N.A .
180
506
-0.3%
445
25
392
660
200
500
N.A .
N.A .
130
50
1,167
1,235
54.1% 2517.0%
(40)
494
0
N.A .
117
571
-46.7%
(25)
267
700
N.A .
361
1,303
157.5%
192
283
700
N.A .
842
2,016
72.8%
56
467
800
N.A .
971
2,294
85.7%
(73)
348
0
N.A.
910
1,185
107.4%
32%
37%
31%
0%
N.A .
100%
39%
40%
21%
0%
N.A .
100%
3%
36%
41%
19%
N.A .
100%
31%
42%
24%
3%
N.A .
100%
16%
30%
37%
16%
N.A .
100%
29%
24%
36%
11%
N.A .
100%
27%
19%
39%
15%
N.A .
100%
32%
37%
23%
8%
N.A.
100%
23%
46%
17%
14%
N.A .
100%
24%
53%
26%
-3%
N.A .
100%
46%
45%
9%
0%
N.A .
100%
39%
36%
26%
N.A .
N.A .
100%
33%
38%
28%
N.A.
N.A.
100%
-10%
35%
40%
N.A .
36%
100%
38%
34%
17%
N.A .
11%
100%
2%
53%
40%
N.A .
4%
100%
-7%
87%
0%
N.A .
20%
100%
-2%
21%
54%
N.A .
28%
100%
10%
14%
35%
N.A .
42%
100%
2%
20%
35%
N.A .
42%
100%
-6%
29%
0%
N.A.
77%
100%
1.0%
1.1%
N.A .
N.A .
N.A .
1.0%
1.0%
1.0%
N.A .
N.A .
N.A .
1.0%
1.0%
1.0%
N.A .
N.A .
N.A .
1.0%
1.1%
1.1%
N.A .
N.A .
N.A .
1.1%
1.2%
1.2%
N.A .
N.A .
N.A .
1.2%
1.3%
1.3%
N.A .
N.A .
N.A .
1.3%
1.3%
1.4%
N.A .
N.A .
N.A .
1.3%
1.3%
1.6%
N.A.
N.A.
N.A.
1.4%
1.2%
1.7%
N.A .
N.A .
N.A .
1.4%
1.6%
1.6%
N.A .
N.A .
N.A .
1.6%
1.7%
1.5%
N.A .
N.A .
N.A .
1.6%
1.5%
1.5%
N.A .
N.A .
N.A .
1.5%
0.9%
1.4%
N.A.
N.A.
N.A.
1.1%
1.0%
1.4%
N.A .
N.A .
N.A .
1.2%
1.3%
1.4%
N.A .
N.A .
N.A .
1.4%
1.2%
1.4%
N.A .
N.A .
N.A .
1.3%
0.9%
1.4%
N.A .
N.A .
N.A .
1.1%
1.0%
1.4%
N.A .
N.A .
N.A .
1.2%
1.1%
1.4%
N.A .
N.A .
N.A .
1.2%
1.1%
1.4%
N.A .
N.A .
N.A .
1.2%
1.1%
1.4%
N.A.
N.A.
N.A.
1.3%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
102
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
31.77
31.67
24.00
N.A .
N.A .
31.23
-8.8%
3.6%
31.72
31.12
23.00
N.A .
N.A .
30.83
-9.6%
4.3%
29.10
30.58
22.00
N.A .
N.A .
28.88
-14.4%
5.0%
28.40
28.00
21.00
N.A .
N.A .
27.40
-17.2%
5.7%
27.20
27.67
20.00
N.A .
N.A .
26.42
-15.4%
6.7%
27.80
29.00
19.00
N.A .
N.A .
26.97
-12.5%
6.7%
28.40
29.67
19.00
N.A .
N.A .
27.38
-5.2%
7.9%
27.50
28.00
17.40
N.A.
N.A.
26.06
-4.9%
8.6%
26.20
28.33
17.40
N.A .
N.A .
25.54
-3.3%
10.8%
27.80
28.67
19.00
N.A .
N.A .
26.69
-1.0%
9.4%
29.50
29.83
21.50
N.A .
N.A .
28.33
3.5%
10.0%
28.60
28.90
21.00
N.A .
N.A .
27.46
5.4%
11.1%
26.90
28.30
20.00
N.A.
N.A.
26.25
2.8%
11.8%
28.40
30.10
21.40
N.A .
78.00
27.99
4.9%
11.7%
29.10
31.00
22.10
N.A .
78.00
28.87
1.9%
12.2%
28.40
30.20
21.50
N.A .
60.00
28.05
2.2%
13.3%
28.00
29.30
21.50
N.A .
42.00
27.48
4.7%
13.8%
29.10
30.27
22.00
N.A .
50.47
28.55
2.0%
12.5%
29.90
30.27
21.40
N.A .
48.43
28.96
0.3%
13.6%
29.00
30.10
20.80
N.A .
43.80
28.44
1.4%
14.2%
28.10
29.30
18.60
N.A.
39.00
27.34
-0.5%
15.3%
113
113
N.A .
N.A .
N.A .
113
-7.2%
117
115
N.A .
N.A .
N.A .
116
-1.2%
119
125
N.A .
N.A .
N.A .
121
1.9%
118
116
N.A .
N.A .
N.A .
117
-1.9%
114
116
82
N.A .
N.A .
110
-2.1%
119
124
87
N.A .
N.A .
116
0.0%
120
119
85
N.A .
N.A .
114
-5.8%
119
116
84
N.A.
N.A.
112
-4.3%
118
114
83
N.A .
N.A .
111
0.5%
121
115
84
N.A .
N.A .
113
-2.8%
123
116
85
N.A .
N.A .
114
0.0%
124
116
85
N.A .
N.A .
115
2.3%
116
114
82
N.A.
N.A.
110
-1.1%
123
118
87
N.A .
N.A .
115
2.0%
124
119
88
N.A .
N.A .
116
1.4%
124
119
88
N.A .
N.A .
116
0.9%
124
121
90
N.A .
N.A .
117
6.7%
128
123
91
N.A .
N.A .
119
3.6%
131
126
93
N.A .
N.A .
122
5.2%
130
125
92
N.A .
N.A .
120
3.8%
125
136
91
N.A.
N.A.
122
4.4%
0.27
0.27
N.A .
N.A .
0.26
0.26
N.A .
N.A .
0.23
0.23
N.A .
N.A .
0.23
0.23
N.A .
N.A .
0.22
0.22
0.24
N.A .
0.22
0.22
0.22
N.A .
0.22
0.23
0.20
N.A .
0.21
0.22
0.19
N.A.
0.20
0.22
0.19
N.A .
0.21
0.22
0.20
N.A .
0.22
0.23
0.22
N.A .
0.21
0.22
0.22
N.A .
0.20
0.22
0.21
N.A.
0.27
-5.2%
2.949
34.7%
0.25
-11.2%
3.162
32.5%
0.23
-18.2%
3.231
24.6%
0.22
-17.3%
3.316
16.8%
0.22
-15.8%
3.359
13.9%
0.22
-13.9%
3.551
12.3%
0.22
-1.7%
3.727
15.3%
0.22
-2.4%
3.820
15.2%
0.21
-6.3%
3.854
14.7%
0.22
-0.5%
4.111
15.8%
0.23
1.4%
4.419
18.6%
0.21
-0.5%
4.175
9.3%
0.21
0.7%
4.115
6.8%
0.21
0.22
0.22
N.A .
N.A .
0.21
-1.1%
4.521
10.0%
0.21
0.23
0.22
N.A .
N.A .
0.22
-2.9%
4.801
8.6%
0.20
0.22
0.22
N.A .
N.A .
0.21
-2.0%
4.736
13.4%
0.20
0.21
0.21
N.A .
N.A .
0.20
-4.1%
4.704
14.3%
0.20
0.21
0.21
N.A .
N.A .
0.21
-2.4%
4.912
8.7%
0.20
0.20
0.20
N.A .
N.A .
0.20
-6.3%
5.299
10.4%
0.19
0.20
0.20
N.A .
N.A .
0.20
-3.5%
5.339
12.7%
0.19
0.18
0.18
N.A.
N.A.
0.19
-6.3%
5.296
12.6%
49.1%
45.0%
N.A .
N.A .
N.A .
47.6%
49.1%
45.0%
N.A .
N.A .
N.A .
47.5%
48.0%
45.0%
N.A .
N.A .
N.A .
46.8%
48.5%
45.0%
N.A .
N.A .
N.A .
47.1%
52.9%
49.0%
-20.0%
N.A .
N.A .
41.9%
49.9%
49.0%
-15.0%
N.A .
N.A .
40.3%
51.8%
49.0%
-10.0%
N.A .
N.A .
41.2%
45.7%
42.0%
5.0%
N.A.
N.A.
37.9%
53.2%
42.0%
12.0%
N.A .
N.A .
42.6%
49.1%
49.0%
14.0%
N.A .
N.A .
43.4%
53.5%
49.6%
26.0%
N.A .
N.A .
47.7%
43.6%
49.3%
30.0%
N.A .
N.A .
43.4%
52.5%
49.3%
23.0%
N.A.
N.A.
46.4%
52.1%
54.4%
25.0%
N.A .
N.A .
48.3%
57.1%
54.4%
27.0%
N.A .
N.A .
51.0%
49.4%
50.8%
27.0%
N.A .
N.A .
46.0%
56.0%
51.1%
26.5%
N.A .
N.A .
49.1%
53.7%
53.4%
27.0%
N.A .
N.A .
48.7%
56.0%
53.4%
27.0%
N.A .
N.A .
49.5%
49.6%
50.5%
27.0%
N.A .
N.A .
45.4%
54.8%
50.5%
27.0%
N.A.
N.A.
47.7%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
103
1Q00
44.9%
2.2%
2Q00
46.8%
2.0%
3Q00
48.6%
1.7%
4Q00
50.3%
1.7%
1Q01
52.6%
2.3%
2Q01
54.6%
2.0%
3Q01
56.1%
1.5%
4Q01
57.3%
1.3%
1Q02
59.0%
1.6%
2Q02
60.2%
1.3%
3Q02
61.2%
1.0%
4Q02
62.2%
1.0%
1Q03
63.8%
1.6%
2Q03
65.0%
1.2%
3Q03
66.0%
1.0%
4Q03
66.9%
0.8%
1Q04
68.2%
1.4%
2Q04
69.0%
0.8%
3Q04
69.9%
0.9%
4Q04
70.6%
0.7%
1Q05
71.6%
1.0%
29,358
10,125
8,166
3,494
3,293
1,443
974
56,853
N.A.
20.2%
30,934
10,236
8,749
3,691
3,325
1,513
971
59,418
N.A .
19.6%
32,639
10,202
9,108
3,789
3,299
1,623
951
61,611
N.A.
18.6%
34,218
10,480
9,468
3,840
3,232
1,728
916
63,883
N.A.
18.1%
36,026
10,986
9,978
3,954
3,123
1,812
907
66,785
N.A .
17.5%
37,521
11,509
10,518
4,042
3,027
1,866
881
69,364
N.A.
16.7%
38,647
11,798
11,100
4,020
2,953
1,891
855
71,263
N.A .
15.7%
39,849
11,908
11,617
3,941
2,951
1,910
834
73,011
N.A.
14.3%
41,011
12,214
12,232
3,891
2,942
1,922
834
75,047
N.A .
12.4%
41,701
12,692
12,670
3,885
2,947
1,896
853
76,644
N.A.
10.5%
42,412
13,054
13,001
3,864
2,953
1,829
851
77,963
N.A .
9.4%
43,134
13,468
13,323
3,849
2,969
1,761
838
79,342
N.A .
8.7%
44,149
14,049
13,963
3,783
2,975
1,688
798
81,406
N.A.
8.5%
44,673
14,674
14,440
3,740
2,959
1,709
767
82,960
3.4%
8.2%
45,380
15,262
14,591
3,699
2,938
1,666
718
84,254
3.6%
8.1%
45,735
15,977
14,774
3,670
2,914
1,627
683
85,381
3.5%
7.6%
46,328
16,959
15,002
3,632
2,897
1,592
647
87,057
3.8%
6.9%
46,834
17,591
15,109
3,606
2,913
1,537
579
88,168
3.8%
6.3%
47,363
18,189
15,174
3,588
2,926
1,460
442
89,140
3.9%
5.8%
47,914
18,759
15,211
3,600
2,956
1,392
355
90,187
3.9%
5.6%
48,825
19,542
15,041
3,590
3,032
1,314
131
91,474
4.0%
5.1%
51.6%
17.8%
14.4%
6.1%
5.8%
2.5%
1.7%
100.0%
52.1%
17.2%
14.7%
6.2%
5.6%
2.5%
1.6%
100.0%
53.0%
16.6%
14.8%
6.1%
5.4%
2.6%
1.5%
100.0%
53.6%
16.4%
14.8%
6.0%
5.1%
2.7%
1.4%
100.0%
53.9%
16.4%
14.9%
5.9%
4.7%
2.7%
1.4%
100.0%
54.1%
16.6%
15.2%
5.8%
4.4%
2.7%
1.3%
100.0%
54.2%
16.6%
15.6%
5.6%
4.1%
2.7%
1.2%
100.0%
54.6%
16.3%
15.9%
5.4%
4.0%
2.6%
1.1%
100.0%
54.6%
16.3%
16.3%
5.2%
3.9%
2.6%
1.1%
100.0%
54.4%
16.6%
16.5%
5.1%
3.8%
2.5%
1.1%
100.0%
54.4%
16.7%
16.7%
5.0%
3.8%
2.3%
1.1%
100.0%
54.4%
17.0%
16.8%
4.9%
3.7%
2.2%
1.1%
100.0%
54.2%
17.3%
17.2%
4.6%
3.7%
2.1%
1.0%
100.0%
53.8%
17.7%
17.4%
4.5%
3.6%
2.1%
0.9%
100.0%
53.9%
18.1%
17.3%
4.4%
3.5%
2.0%
0.9%
100.0%
53.6%
18.7%
17.3%
4.3%
3.4%
1.9%
0.8%
100.0%
53.2%
19.5%
17.2%
4.2%
3.3%
1.8%
0.7%
100.0%
53.1%
20.0%
17.1%
4.1%
3.3%
1.7%
0.7%
100.0%
53.1%
20.4%
17.0%
4.0%
3.3%
1.6%
0.5%
100.0%
53.1%
20.8%
16.9%
4.0%
3.3%
1.5%
0.4%
100.0%
53.4%
21.4%
16.4%
3.9%
3.3%
1.4%
0.1%
100.0%
1,721
229
503
213
(6)
68
12
2,741
17.7%
1,576
111
583
197
32
70
(3)
2,566
7.3%
1,705
(34)
359
98
(26)
110
(20)
2,193
-2.2%
1,579
278
360
51
(67)
105
(35)
2,272
4.7%
1,808
506
510
114
(109)
84
(9)
2,902
5.9%
1,495
523
540
88
(96)
54
(25)
2,579
0.5%
1,126
289
582
(22)
(74)
25
(27)
1,899
-13.4%
1,202
110
517
(79)
(2)
19
(20)
1,747
-23.1%
1,162
306
615
(50)
(9)
12
(0)
2,036
-29.8%
690
478
438
(6)
6
(26)
19
1,597
-38.1%
711
362
332
(21)
5
(67)
(3)
1,319
-30.5%
722
414
322
(15)
16
(68)
(13)
1,379
-21.1%
1,015
581
641
(66)
7
(73)
(40)
2,065
1.4%
524
624
477
(44)
(17)
21
(32)
1,554
-2.7%
708
589
151
(41)
(21)
(43)
(49)
1,294
-1.9%
355
715
183
(29)
(24)
(39)
(34)
1,127
-18.3%
593
982
228
(38)
(17)
(35)
(37)
1,676
-18.8%
505
632
106
(25)
16
(55)
(68)
1,112
-28.4%
529
598
65
(19)
13
(77)
(137)
972
-24.9%
552
570
37
12
31
(68)
(87)
1,047
-7.1%
911
783
(170)
(10)
75
(78)
(225)
1,287
-23.2%
63%
8%
18%
8%
0%
2%
0%
100%
61%
4%
23%
8%
1%
3%
0%
100%
78%
-2%
16%
4%
-1%
5%
-1%
100%
69%
12%
16%
2%
-3%
5%
-2%
100%
62%
17%
18%
4%
-4%
3%
0%
100%
58%
20%
21%
3%
-4%
2%
-1%
100%
59%
15%
31%
-1%
-4%
1%
-1%
100%
69%
6%
30%
-5%
0%
1%
-1%
100%
57%
15%
30%
-2%
0%
1%
0%
100%
43%
30%
27%
0%
0%
-2%
1%
100%
54%
27%
25%
-2%
0%
-5%
0%
100%
52%
30%
23%
-1%
1%
-5%
-1%
100%
49%
28%
31%
-3%
0%
-4%
-2%
100%
34%
40%
31%
-3%
-1%
1%
-2%
100%
55%
45%
12%
-3%
-2%
-3%
-4%
100%
31%
63%
16%
-3%
-2%
-3%
-3%
100%
35%
59%
14%
-2%
-1%
-2%
-2%
100%
45%
57%
10%
-2%
1%
-5%
-6%
100%
54%
61%
7%
-2%
1%
-8%
-14%
100%
53%
54%
4%
1%
3%
-6%
-8%
100%
71%
61%
-13%
-1%
6%
-6%
-17%
100%
1.6%
3.5%
3.0%
3.4%
4.0%
4.5%
N.A.
2.5%
1.6%
3.3%
2.9%
3.3%
3.7%
4.1%
N.A .
2.4%
1.5%
3.1%
2.8%
3.3%
3.7%
4.1%
N.A.
2.2%
1.4%
3.2%
2.5%
3.3%
3.7%
3.5%
N.A.
2.2%
1.4%
3.2%
2.6%
3.3%
3.7%
3.5%
N.A .
2.2%
1.2%
2.7%
2.3%
3.2%
3.6%
3.5%
N.A.
1.9%
1.2%
2.6%
2.2%
3.2%
3.6%
3.5%
N.A .
1.9%
1.2%
2.5%
2.1%
3.1%
2.9%
3.5%
N.A.
1.8%
1.2%
2.5%
2.0%
2.8%
2.8%
3.7%
N.A .
1.7%
1.2%
2.0%
1.9%
2.6%
2.7%
3.3%
N.A.
1.6%
1.2%
1.8%
2.0%
2.4%
2.7%
3.5%
N.A .
1.6%
1.2%
1.7%
2.0%
2.2%
2.5%
3.4%
N.A .
1.6%
1.3%
1.8%
1.9%
2.6%
2.7%
3.6%
N.A.
1.7%
1.2%
1.6%
1.9%
2.5%
2.8%
3.8%
N.A
1.5%
1.2%
1.5%
2.1%
2.5%
2.6%
3.5%
N.A
1.6%
1.1%
1.4%
1.8%
2.2%
2.4%
3.3%
N.A
1.4%
1.4%
1.5%
1.9%
2.2%
2.6%
3.4%
N.A
1.6%
1.1%
1.4%
1.9%
2.1%
2.5%
3.4%
N.A
1.4%
1.1%
1.5%
2.0%
2.0%
2.2%
3.2%
N.A
1.4%
1.0%
1.4%
1.8%
1.9%
N.A.
3.1%
N.A.
1.2%
1.0%
1.5%
1.9%
1.5%
N.A .
3.2%
N.A .
1.3%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
104
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
7,955
7,490
6,640
5,020
4,730
3,430
N.A.
7,313
-3.5%
23.9%
7,610
7,280
6,345
4,840
4,590
3,400
N.A .
7,030
-4.9%
24.6%
7,400
7,260
6,200
4,690
4,430
3,330
N.A.
6,883
-7.3%
24.8%
7,340
7,300
6,355
4,570
4,430
3,370
N.A .
6,890
-7.1%
24.6%
7,170
7,190
6,150
4,460
N.A
3,370
N.A.
6,598
-9.8%
24.3%
6,920
6,960
5,895
4,160
N.A.
3,350
N.A.
6,589
-6.3%
25.4%
157
178
N.A.
145
198
95
N.A.
161
-5.2%
154
171
N.A.
135
192
91
N.A.
157
-4.0%
152
169
N.A .
133
201
85
N.A .
156
-5.4%
155
171
N.A.
129
228
82
N.A.
159
-3.2%
153
167
N.A.
124
N.A.
81
N.A.
154
-4.7%
145
158
N.A .
116
N.A .
79
N.A .
146
-7.2%
37.96
36.62
35.86
35.10
32.64
32.51
32.78
32.57
N.A.
N.A.
N.A .
N.A.
34.62
35.85
35.26
35.43
23.89
23.91
22.04
19.43
36.11
37.36
39.18
41.10
N.A.
N.A.
N.A .
N.A.
34.46
33.74
33.24
32.63
-2.9%
-4.8%
-4.3%
-4.6%
1,860.8 1,818.4 1,809.1 1,832.5
4.0%
2.0%
-1.1%
-1.5%
34.97
32.75
N.A.
35.97
N.A.
41.60
N.A.
32.46
-5.8%
1,774.8
-4.6%
35.10
32.78
N.A .
35.86
N.A .
42.41
N.A .
33.72
-0.1%
1,795.4
-1.3%
36.3%
22.9%
26.2%
25.8%
30.7%
N.A.
N.A.
31.1%
24.9%
19.9%
26.2%
30.4%
30.7%
N.A .
N.A .
24.4%
34.9%
23.7%
27.7%
26.8%
35.3%
N.A.
N.A.
31.1%
38.9%
21.1%
27.7%
25.8%
33.3%
N.A.
N.A.
32.6%
36.5%
26.9%
28.6%
29.0%
27.8%
N.A .
N.A .
32.5%
36.7%
22.3%
28.6%
30.4%
28.9%
N.A.
N.A.
31.8%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
105
1Q00
55.8%
5.6%
2Q00
56.8%
1.0%
3Q00
55.4%
-1.4%
4Q00
57.0%
1.7%
1Q01
56.4%
-0.7%
2Q01
59.5%
3.2%
3Q01
59.7%
0.2%
4Q01
61.3%
1.6%
1Q02
63.9%
2.6%
2Q02
65.0%
1.1%
3Q02
67.4%
2.4%
4Q02
67.9%
0.4%
1Q03
68.9%
1.0%
2Q03
69.4%
0.5%
3Q03
69.4%
0.0%
4Q03
70.1%
0.7%
1Q04
72.9%
2.8%
2Q04
75.4%
2.4%
3Q04
75.1%
-0.3%
4Q04
75.9%
0.8%
1Q05
76.9%
1.0%
11,230
3,609
7,720
3,508
26,067
3.0%
51.2%
11,552
3,751
7,660
3,605
26,568
3.0%
47.6%
11,073
3,571
7,774
3,557
25,975
3.0%
18.5%
10,935
3,518
8,416
3,948
26,817
3.0%
14.6%
10,855
3,252
8,614
3,834
26,555
3.0%
1.9%
10,908
3,057
9,694
4,435
28,093
3.0%
5.7%
11,157
3,205
9,505
4,349
28,216
3.0%
8.6%
11,867
3,312
9,562
4,276
29,017
3.0%
8.2%
16,001
N.A .
9,953
4,355
30,308
3.0%
14.1%
16,463
N.A .
10,132
4,292
30,887
3.0%
9.9%
16,997
N.A .
10,378
4,705
32,080
3.0%
13.7%
17,220
N.A .
10,333
4,790
32,343
3.0%
11.5%
17,628
N.A.
10,375
4,857
32,860
3.0%
8.4%
17,857
N.A .
10,488
4,824
33,169
3.0%
7.4%
18,019
N.A .
10,448
4,741
33,208
3.0%
3.5%
18,313
N.A .
10,442
4,837
33,592
3.0%
3.9%
18,439
N.A .
11,292
5,273
35,004
3.0%
6.5%
18,595
N.A .
11,946
5,699
36,241
3.0%
9.3%
18,603
N.A .
11,709
5,834
36,147
3.0%
8.8%
18,783
N.A .
11,729
6,074
36,586
3.0%
8.9%
19,007
N.A.
12,042
6,058
37,107
3.0%
6.0%
43.1%
13.8%
29.6%
13.5%
100.0%
43.5%
14.1%
28.8%
13.6%
100.0%
42.6%
13.7%
29.9%
13.7%
100.0%
40.8%
13.1%
31.4%
14.7%
100.0%
40.9%
12.2%
32.4%
14.4%
100.0%
38.8%
10.9%
34.5%
15.8%
100.0%
39.5%
11.4%
33.7%
15.4%
100.0%
40.9%
11.4%
33.0%
14.7%
100.0%
52.8%
N.A .
32.8%
14.4%
100.0%
53.3%
N.A .
32.8%
13.9%
100.0%
53.0%
N.A .
32.4%
14.7%
100.0%
53.2%
N.A .
31.9%
14.8%
100.0%
53.6%
N.A.
31.6%
14.8%
100.0%
53.8%
N.A .
31.6%
14.5%
100.0%
54.3%
N.A .
31.5%
14.3%
100.0%
54.5%
N.A .
31.1%
14.4%
100.0%
52.7%
N.A .
32.3%
15.1%
100.0%
51.3%
N.A .
33.0%
15.7%
100.0%
51.5%
N.A .
32.4%
16.1%
100.0%
51.3%
N.A .
32.1%
16.6%
100.0%
51.2%
N.A.
32.5%
16.3%
100.0%
1,153
371
711
423
2,658
-18.1%
322
142
(60)
97
502
-34.1%
(479)
(180)
114
(48)
(593)
N.M.
(138)
(53)
642
391
842
-43.2%
(80)
(266)
198
(114)
(262)
N.M.
710
822
107
N.A .
57
391
(73)
79
801
1,291
-4.9% -593.7%
462
N.A .
179
(63)
579
-62.4%
534
N.A .
246
413
1,193
867.4%
223
N.A .
(45)
85
263
-67.2%
408
N.A.
42
67
517
-60.0%
229
N.A .
113
(33)
309
-46.6%
162
N.A .
(40)
(83)
39
-96.8%
294
N.A .
(6)
96
384
46.0%
126
N.A .
850
437
1,412
173.1%
157
N.A .
655
426
1,237
300.0%
8
N.A .
(237)
135
(94)
N.M.
180
N.A .
20
240
439
14.5%
224
N.A.
313
(16)
521
-63.1%
43%
14%
27%
16%
100%
64%
28%
-12%
19%
100%
N.M.
N.M.
N.M.
N.M.
100%
-16%
-6%
76%
46%
100%
N.M.
N.M.
N.M.
N.M.
100%
3%
-13%
70%
39%
100%
202%
120%
-153%
-69%
100%
89%
13%
7%
-9%
100%
64%
N.A .
30%
6%
100%
80%
N.A .
31%
-11%
100%
45%
N.A .
21%
35%
100%
85%
N.A .
-17%
32%
100%
79%
N.A.
8%
13%
100%
74%
N.A .
37%
-11%
100%
418%
N.A .
-102%
-216%
100%
77%
N.A .
-2%
25%
100%
9%
N.A .
60%
31%
100%
13%
N.A .
53%
34%
100%
N.M.
N.A .
N.M.
N.M.
N.M.
41%
N.A .
4%
55%
100%
43%
0%
60%
-3%
100%
2.5%
2.6%
3.7%
3.4%
3.0%
3.3%
4.6%
5.6%
6.3%
4.6%
1.3%
2.3%
3.0%
3.4%
2.2%
0.9%
2.0%
3.5%
3.7%
2.3%
1.3%
3.2%
3.6%
3.5%
2.6%
0.8%
2.3%
3.3%
4.5%
2.4%
1.4%
2.2%
2.7%
2.9%
2.2%
1.0%
2.0%
3.2%
3.4%
2.2%
1.5%
N.A .
2.8%
2.6%
2.1%
1.1%
N.A .
2.1%
2.4%
1.6%
1.5%
N.A .
2.8%
3.5%
2.2%
1.4%
N.A .
3.0%
3.1%
2.2%
1.0%
N.A.
2.4%
1.8%
1.6%
1.3%
N.A .
1.7%
2.3%
1.6%
1.4%
N.A .
1.9%
2.7%
1.7%
1.2%
N.A .
2.0%
2.7%
1.6%
2.0%
N.A .
1.9%
3.3%
2.2%
2.0%
N.A .
2.3%
2.9%
2.2%
1.6%
N.A .
2.6%
2.7%
2.1%
1.5%
N.A .
2.2%
2.5%
1.9%
1.9%
N.A.
2.7%
3.7%
2.5%
53
249
(195)
148
1,080
(189)
601
(86)
1,538
123
206.5% -120.8%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
106
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
42,506
37,161
31,986
30,217
36,997
N.A .
1.1%
41,419
38,335
28,175
37,695
36,660
N.A .
2.8%
41,592
37,619
33,247
32,830
37,348
N.A .
3.3%
43,200
37,620
35,276
33,384
38,536
N.A .
3.6%
42,814
37,925
36,630
33,162
38,816
4.9%
3.6%
46,231
42,000
40,371
36,575
42,224
15.2%
3.9%
47,795
43,988
38,729
35,298
42,382
13.5%
4.4%
48,897
44,193
40,818
35,495
43,723
13.5%
5.1%
42,310
N.A.
38,524
31,713
39,544
1.9%
6.2%
43,466
N.A .
38,005
32,028
40,085
-5.1%
6.9%
44,176
N.A .
37,965
32,062
40,390
-4.7%
7.5%
45,881
N.A .
39,508
31,297
41,685
-4.7%
8.7%
42,894
N.A
36,734
28,502
38,822
-1.8%
9.6%
44,803
N.A.
38,345
29,784
40,577
1.2%
10.2%
44,805
N.A .
37,563
30,200
40,441
0.1%
11.5%
45,590
N.A .
37,414
31,984
41,089
-1.4%
13.1%
43,143
N.A .
36,453
33,170
39,483
1.7%
12.4%
43,336
N.A .
37,608
33,421
39,889
-1.7%
12.6%
43,343
N.A .
37,466
33,816
39,902
-1.3%
14.2%
44,336
N.A .
38,034
35,246
40,807
-0.7%
15.4%
42,557
N.A .
36,828
34,658
39,408
-0.2%
15.8%
252
219
216
216
232
N.A .
262
217
233
226
242
N.A .
264
224
232
225
244
N.A .
289
261
262
250
271
8.9%
292
277
272
251
278
19.8%
325
290
288
268
299
23.5%
320
290
286
252
295
21.0%
328
300
286
248
299
10.4%
295
N.A .
279
229
280
0.9%
308
N.A .
285
229
289
-3.3%
306
N.A .
279
225
285
-3.1%
313
N.A .
285
229
292
-2.5%
297
N.A.
286
227
284
1.2%
317
N.A .
300
240
300
3.8%
310
N.A .
294
240
295
3.2%
319
N.A .
322
260
311
6.7%
295
N.A .
330
253
300
5.7%
308
N.A .
335
273
311
3.7%
302
N.A .
331
271
306
3.9%
313
N.A .
336
290
316
1.7%
292
N.A.
316
279
298
-0.7%
167.10
167.67
145.64
139.43
157.77
N.A .
2,746
N.A .
154.48
172.85
116.21
161.61
146.94
N.A .
2,891
N.A .
152.90
164.07
137.43
140.80
148.29
N.A .
2,947
N.A .
145.14
139.91
128.31
128.84
137.08
N.A .
3,059
N.A .
141.74
131.94
129.37
127.17
134.68
-14.6%
3,035
10.5%
137.22
139.13
134.03
131.29
135.50
-7.8%
3,377
16.8%
143.21
144.96
128.76
134.87
137.56
-7.2%
3,478
18.0%
141.63
147.24
134.85
136.58
138.66
1.2%
3,642
19.1%
134.22
N.A .
130.05
130.25
132.41
-1.7%
3,205
5.6%
131.10
N.A .
124.50
130.98
128.99
-4.8%
3,563
5.5%
132.63
N.A .
126.46
133.25
130.85
-4.9%
3,702
6.4%
132.26
N.A .
127.29
127.65
130.37
-6.0%
3,914
7.4%
128.17
N.A.
117.41
117.08
123.72
-6.6%
3,680
14.8%
124.35
N.A .
116.94
115.54
121.33
-5.9%
3,879
8.9%
124.38
N.A .
116.04
117.00
121.40
-7.2%
3,906
5.5%
119.40
N.A .
104.44
114.71
114.67
-12.0%
3,993
2.0%
122.57
N.A .
100.95
122.22
115.41
-6.7%
3,950
7.4%
116.12
N.A .
103.41
114.33
111.95
-7.7%
4,138
6.7%
115.84
N.A .
102.43
115.54
111.73
-8.0%
4,186
7.2%
110.56
N.A .
102.43
113.52
109.04
-4.9%
4,303
7.8%
112.55
N.A.
105.68
115.58
111.44
-3.4%
4,244
7.4%
32.3%
2.5%
15.0%
22.4%
21.7%
34.9%
43.7%
-2.0%
5.7%
21.5%
53.5%
6.5%
33.0%
13.6%
35.4%
56.1%
31.5%
30.0%
3.2%
36.9%
57.0%
42.3%
33.9%
40.5%
45.3%
49.2%
39.7%
29.2%
32.6%
38.6%
60.0%
32.2%
42.9%
37.4%
47.6%
46.5%
18.8%
35.0%
32.9%
37.6%
50.0%
N.A .
39.0%
37.2%
44.5%
49.0%
N.A .
36.2%
39.4%
43.5%
48.9%
N.A .
38.6%
13.1%
40.3%
42.6%
N.A .
34.3%
26.4%
37.6%
48.8%
N.A.
38.7%
31.8%
43.1%
48.7%
N.A .
40.4%
33.2%
43.9%
49.2%
N.A .
39.3%
33.3%
43.8%
46.5%
N.A .
36.3%
30.3%
41.0%
44.3%
N.A .
34.0%
15.2%
36.6%
36.4%
N.A .
33.5%
19.0%
32.7%
42.6%
N.A .
36.2%
27.2%
38.1%
43.9%
N.A .
37.0%
23.8%
38.3%
40.8%
N.A.
39.2%
21.0%
37.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
107
1Q00
13.6%
2.2%
2Q00
15.8%
2.3%
3Q00
18.2%
2.4%
4Q00
20.3%
2.1%
1Q01
22.6%
2.3%
2Q01
25.1%
2.5%
3Q01
27.3%
2.2%
4Q01
28.7%
1.4%
1Q02
30.3%
1.6%
2Q02
30.1%
-0.2%
3Q02
31.6%
1.5%
4Q02
34.8%
3.2%
1Q03
35.9%
1.2%
2Q03
39.4%
3.5%
3Q03
40.9%
1.5%
4Q03
43.2%
2.3%
1Q04
46.1%
2.9%
2Q04
48.4%
2.3%
3Q04
50.8%
2.4%
4Q04
56.5%
5.7%
1Q05
61.8%
5.3%
895
1,697
566
3,158
N.A .
43.7%
1,080
1,965
673
3,717
N.A .
58.8%
1,265
2,260
779
4,304
N.A .
73.2%
1,450
2,483
885
4,818
N.A .
83.2%
1,661
2,721
1,020
5,402
N.A .
71.0%
1,872
3,021
1,130
6,023
N.A .
62.0%
2,125
3,307
1,160
6,592
N.A .
53.2%
2,295
3,493
1,170
6,958
N.A.
44.4%
2,487
3,618
1,270
7,375
N.A .
36.5%
2,768
3,319
1,284
7,371
N.A .
22.4%
2,927
3,395
1,454
7,776
N.A .
18.0%
3,097
3,711
1,805
8,613
N.A .
23.8%
3,246
3,904
1,803
8,953
70.7%
21.4%
3,867
4,055
1,946
9,868
73.7%
33.9%
4,045
4,210
2,055
10,310
75.9%
32.6%
4,464
4,337
2,207
11,008
77.4%
27.8%
4,878
4,446
2,416
11,740
78.8%
31.1%
5,122
4,673
2,585
12,380
79.5%
25.5%
5,275
4,975
2,806
13,056
80.5%
26.6%
6,020
5,335
3,242
14,597
82.6%
32.6%
6,566
5,787
3,461
15,814
83.5%
34.7%
28.3%
53.7%
17.9%
100.0%
29.1%
52.9%
18.1%
100.0%
29.4%
52.5%
18.1%
100.0%
30.1%
51.5%
18.4%
100.0%
30.8%
50.4%
18.9%
100.0%
31.1%
50.2%
18.8%
100.0%
32.2%
50.2%
17.6%
100.0%
33.0%
50.2%
16.8%
100.0%
33.7%
49.1%
17.2%
100.0%
37.6%
45.0%
17.4%
100.0%
37.6%
43.7%
18.7%
100.0%
36.0%
43.1%
21.0%
100.0%
36.3%
43.6%
20.1%
100.0%
39.2%
41.1%
19.7%
100.0%
39.2%
40.8%
19.9%
100.0%
40.6%
39.4%
20.0%
100.0%
41.6%
37.9%
20.6%
100.0%
41.4%
37.7%
20.9%
100.0%
40.4%
38.1%
21.5%
100.0%
41.2%
36.5%
22.2%
100.0%
41.5%
36.6%
21.9%
100.0%
185
238
106
529
267.0%
185
268
106
559
287.9%
185
295
106
587
307.0%
185
223
106
514
256.9%
211
238
135
584
10.5%
211
300
110
621
11.1%
253
286
30
569
-3.1%
170
186
10
366
-28.9%
192
125
100
417
-28.6%
281
(299)
14
(4)
N.M.
159
76
170
405
-28.8%
170
316
351
837
128.9%
149
193
(2)
340
-18.5%
621
151
143
915
N.M.
178
155
109
442
9.1%
419
127
152
698
-16.6%
414
109
209
732
115.3%
244
227
169
640
-30.1%
153
302
221
676
52.9%
745
360
436
1,541
120.8%
546
452
219
1,217
66.3%
35%
45%
20%
100%
33%
48%
19%
100%
32%
50%
18%
100%
36%
43%
21%
100%
36%
41%
23%
100%
34%
48%
18%
100%
44%
50%
5%
100%
46%
51%
3%
100%
46%
30%
24%
100%
N.M.
N.M.
N.M.
100%
39%
19%
42%
100%
20%
38%
42%
100%
44%
57%
-1%
100%
68%
17%
16%
100%
40%
35%
25%
100%
60%
18%
22%
100%
57%
15%
29%
100%
38%
35%
26%
100%
23%
45%
33%
100%
48%
23%
28%
100%
45%
37%
18%
100%
2.2%
1.7%
1.3%
1.7%
2.2%
1.8%
1.4%
1.8%
2.2%
1.9%
1.4%
1.9%
2.2%
2.0%
1.5%
2.0%
1.7%
2.1%
1.9%
2.0%
1.7%
2.3%
2.2%
2.1%
1.7%
2.4%
2.6%
2.2%
1.7%
2.3%
2.9%
2.2%
2.3%
2.4%
2.9%
2.5%
1.6%
2.4%
2.9%
2.2%
1.6%
2.5%
2.9%
2.2%
1.5%
2.5%
2.9%
2.2%
1.5%
2.1%
2.9%
2.0%
2.3%
4.5%
2.9%
3.3%
2.3%
4.1%
2.9%
3.2%
2.2%
4.0%
2.8%
3.0%
1.9%
3.7%
2.7%
2.7%
2.1%
2.4%
2.5%
2.3%
2.3%
2.9%
2.5%
2.6%
2.5%
3.0%
2.5%
2.7%
2.5%
2.3%
2.5%
2.4%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
108
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
145.37
156.38
76.00
138.85
-18.8%
1.0%
136.02
138.93
74.00
126.34
-22.9%
1.0%
126.96
127.70
73.00
117.58
-25.3%
1.1%
117.35
117.76
72.00
109.23
-28.0%
1.2%
114.32
111.43
71.00
104.69
-24.6%
1.3%
111.91
108.48
69.00
102.14
-19.1%
1.5%
108.11
106.02
67.00
99.83
-15.1%
1.6%
104.34
102.47
65.00
96.79
-11.4%
1.8%
96.98
91.33
68.00
89.21
-14.8%
4.3%
98.38
82.56
68.00
85.97
-15.8%
5.3%
97.21
73.12
72.00
81.98
-17.9%
6.0%
97.52
68.00
72.00
79.45
-17.9%
6.6%
98.00
73.00
62.00
79.85
-10.5%
9.7%
94.69
69.43
64.05
78.27
-9.0%
11.4%
94.25
66.28
61.00
76.20
-7.0%
11.2%
92.00
81.00
65.00
82.25
3.5%
14.4%
87.00
80.00
64.00
79.62
-0.3%
14.4%
84.00
77.00
61.00
76.56
-2.2%
14.0%
85.07
68.29
62.00
73.72
-3.3%
14.2%
81.58
65.97
63.00
71.75
-12.8%
14.4%
76.09
64.64
56.00
67.50
-15.2%
14.5%
259
223
141
219
2.5%
246
214
139
210
-3.8%
233
206
137
201
-9.6%
220
198
135
193
-14.9%
225
199
136
195
-10.8%
231
200
136
198
-5.7%
238
202
137
202
0.2%
244
203
137
205
6.3%
234
203
137
202
3.5%
233
203
137
203
2.6%
235
202
137
202
0.2%
239
201
185
211
2.9%
253
201
177
215
6.3%
246
195
175
211
4.1%
242
192
177
209
3.1%
235
186
176
204
-3.6%
216
171
167
189
-12.1%
212
168
164
185
-12.2%
212
N.A .
170
198
-5.3%
200
N.A .
166
188
-7.8%
184
N.A.
163
177
-6.4%
0.55
0.69
0.54
0.63
-21.0%
1.205
10.6%
0.55
0.64
0.53
0.60
-20.1%
1.303
16.8%
0.54
0.61
0.53
0.58
-17.7%
1.415
24.1%
0.52
0.59
0.53
0.56
-15.6%
1.495
28.5%
0.50
0.55
0.52
0.53
-15.8%
1.605
33.1%
0.47
0.54
0.50
0.51
-14.6%
1.751
34.4%
0.44
0.52
0.48
0.49
-15.8%
1.889
33.5%
0.42
0.50
0.47
0.46
-17.2%
1.967
31.6%
0.40
0.43
0.47
0.42
-20.1%
1.918
19.5%
0.40
0.39
0.46
0.40
-21.1%
1.901
8.6%
0.39
0.34
0.50
0.38
-21.7%
1.863
-1.4%
0.38
0.32
0.36
0.35
-24.1%
1.953
-0.7%
0.35
0.33
0.32
0.34
-20.6%
2.104
9.7%
0.34
0.32
0.31
0.33
-18.2%
2.210
16.2%
0.34
0.31
0.30
0.32
-14.8%
2.306
23.8%
0.34
0.37
0.32
0.35
-1.6%
2.630
34.7%
0.35
0.40
0.33
0.36
7.5%
2.717
29.1%
0.34
0.39
0.32
0.36
8.2%
2.770
25.4%
0.35
N.A .
0.31
0.32
-1.3%
2.813
21.9%
0.36
N.A .
0.32
0.33
-5.4%
2.976
13.1%
0.36
N.A.
0.29
0.33
-9.6%
3.079
13.3%
47.7%
27.1%
28.0%
33.1%
46.5%
25.1%
30.0%
32.2%
45.2%
22.6%
32.0%
31.0%
43.8%
20.4%
33.0%
29.7%
43.0%
23.4%
34.0%
31.4%
44.2%
21.1%
35.0%
30.9%
45.3%
25.2%
35.0%
33.4%
46.3%
24.0%
36.0%
33.4%
52.4%
27.3%
35.0%
37.1%
45.7%
28.9%
36.0%
36.4%
45.5%
26.4%
35.0%
35.2%
45.0%
-6.7%
43.0%
22.3%
48.0%
33.0%
42.0%
40.3%
47.2%
38.0%
35.4%
41.1%
52.0%
41.0%
39.0%
44.9%
53.4%
46.0%
44.0%
48.6%
55.0%
43.6%
45.0%
48.6%
60.8%
44.5%
42.6%
50.8%
57.4%
49.1%
43.3%
51.2%
52.7%
10.1%
44.2%
35.2%
56.9%
40.6%
44.0%
48.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
109
1Q00
9.9%
1.9%
2Q00
11.4%
1.5%
3Q00
12.9%
1.6%
4Q00
15.1%
2.2%
1Q01
16.3%
1.2%
2Q01
18.1%
1.7%
3Q01
20.3%
2.2%
4Q01
22.7%
2.4%
1Q02
23.9%
1.2%
2Q02
24.3%
0.4%
3Q02
24.8%
0.6%
4Q02
25.7%
0.8%
1Q03
26.3%
0.6%
2Q03
26.8%
0.5%
3Q03
27.3%
0.5%
4Q03
29.1%
1.8%
1Q04
30.5%
1.4%
2Q04
31.8%
1.4%
3Q04
33.4%
1.6%
4Q04
36.4%
3.1%
1Q05
38.5%
2.1%
6,495
1,534
1,573
2
97
9,700
90.3%
143.6%
7,637
1,553
1,845
12
133
11,179
91.1%
127.4%
8,900
1,539
2,130
40
172
12,780
91.6%
104.4%
10,462
1,681
2,527
108
218
14,996
92.1%
92.6%
11,714
1,768
2,228
248
273
16,231
89.3%
67.3%
13,186
1,642
2,458
404
326
18,016
90.0%
61.2%
14,976
1,697
2,703
548
380
20,304
89.5%
58.9%
16,965
1,855
2,768
821
400
22,809
90.1%
52.1%
17,898
1,995
2,846
894
423
24,056
90.6%
48.2%
18,764
2,199
2,212
930
452
24,557
90.4%
36.3%
19,351
2,176
2,254
967
487
25,235
90.2%
24.3%
20,067
2,081
2,418
1,080
517
26,163
90.4%
14.7%
20,752
2,036
2,430
1,102
553
26,873
90.5%
11.7%
21,307
1,954
2,539
1,124
581
27,505
90.6%
12.0%
22,125
1,498
2,730
1,151
616
28,120
90.5%
11.4%
23,444
1,276
3,455
1,223
658
30,056
91.0%
14.9%
24,574
1,292
3,772
1,269
703
31,610
91.2%
17.6%
25,637
1,332
4,081
1,329
753
33,132
91.2%
20.5%
26,831
1,383
4,495
1,354
805
34,868
91.1%
24.0%
28,851
1,460
5,639
1,404
835
38,189
91.3%
27.1%
30,629
1,550
6,061
1,399
883
40,522
91.5%
28.2%
67.0%
15.8%
16.2%
0.0%
1.0%
100.0%
68.3%
13.9%
16.5%
0.1%
1.2%
100.0%
69.6%
12.0%
16.7%
0.3%
1.3%
100.0%
69.8%
11.2%
16.8%
0.7%
1.5%
100.0%
72.2%
10.9%
13.7%
1.5%
1.7%
100.0%
73.2%
9.1%
13.6%
2.2%
1.8%
100.0%
73.8%
8.4%
13.3%
2.7%
1.9%
100.0%
74.4%
8.1%
12.1%
3.6%
1.8%
100.0%
74.4%
8.3%
11.8%
3.7%
1.8%
100.0%
76.4%
9.0%
9.0%
3.8%
1.8%
100.0%
76.7%
8.6%
8.9%
3.8%
1.9%
100.0%
76.7%
8.0%
9.2%
4.1%
2.0%
100.0%
77.2%
7.6%
9.0%
4.1%
2.1%
100.0%
77.5%
7.1%
9.2%
4.1%
2.1%
100.0%
78.7%
5.3%
9.7%
4.1%
2.2%
100.0%
78.0%
4.2%
11.5%
4.1%
2.2%
100.0%
77.7%
4.1%
11.9%
4.0%
2.2%
100.0%
77.4%
4.0%
12.3%
4.0%
2.3%
100.0%
77.0%
4.0%
12.9%
3.9%
2.3%
100.0%
75.5%
3.8%
14.8%
3.7%
2.2%
100.0%
75.6%
3.8%
15.0%
3.5%
2.2%
100.0%
1,223
211
380
2
97
1,913
243.2%
1,142
19
272
10
36
1,479
58.3%
1,263
(14)
285
28
39
1,601
19.7%
1,562
143
397
68
46
2,216
44.4%
1,252
87
(299)
141
55
1,236
-35.4%
1,472
(126)
230
156
53
1,785
20.7%
1,790
55
245
144
54
2,288
42.9%
1,989
158
65
274
20
2,505
13.1%
933
140
78
73
23
1,247
0.9%
866
204
(634)
36
29
501
-71.9%
587
(23)
42
36
35
678
-70.4%
716
(95)
164
113
30
927
-63.0%
685
(45)
12
22
36
710
-43.1%
555
(82)
109
22
28
633
26.2%
818
(456)
191
27
35
615
-9.3%
1,319
(222)
725
72
42
1,936
108.8%
1,130
16
317
46
45
1,554
118.9%
1,063
40
309
60
50
1,522
140.6%
1,194
51
414
25
52
1,736
182.3%
2,020
77
1,144
50
31
3,322
71.6%
1,778
90
422
(5)
47
2,332
50.1%
64%
11%
20%
0%
5%
100%
77%
1%
18%
1%
2%
100%
79%
-1%
18%
2%
2%
100%
71%
6%
18%
3%
2%
100%
101%
7%
-24%
11%
4%
100%
82%
-7%
13%
9%
3%
100%
78%
2%
11%
6%
2%
100%
79%
6%
3%
11%
1%
100%
75%
11%
6%
6%
2%
100%
173%
41%
-126%
7%
6%
100%
87%
-3%
6%
5%
5%
100%
77%
-10%
18%
12%
3%
100%
97%
-6%
2%
3%
5%
100%
88%
-13%
17%
3%
4%
100%
133%
-74%
31%
4%
6%
100%
68%
-11%
37%
4%
2%
100%
73%
1%
20%
3%
3%
100%
70%
3%
20%
4%
3%
100%
69%
3%
24%
1%
3%
100%
61%
2%
34%
2%
1%
100%
76%
4%
18%
0%
2%
100%
2.2%
2.6%
N.A .
N.A .
N.A .
2.3%
2.3%
4.7%
N.A .
N.A .
N.A .
2.7%
2.4%
3.4%
N.A .
N.A .
N.A .
2.5%
2.5%
4.0%
N.A .
N.A .
N.A .
2.7%
2.6%
3.4%
N.A .
N.A .
N.A .
2.7%
2.8%
3.7%
N.A .
N.A .
N.A .
2.9%
2.6%
4.4%
N.A .
N.A .
N.A .
2.8%
2.6%
3.9%
N.A.
N.A.
N.A.
2.7%
3.0%
2.7%
4.5%
N.A .
2.9%
3.2%
3.0%
2.8%
4.5%
N.A .
2.8%
3.1%
3.7%
3.0%
4.5%
N.A .
2.6%
3.7%
4.1%
3.0%
4.5%
N.A .
2.2%
4.0%
3.0%
3.4%
N.A.
N.A.
2.1%
3.0%
3.1%
3.8%
N.A .
2.5%
2.2%
3.1%
3.0%
9.7%
N.A .
2.5%
2.1%
3.4%
3.2%
5.2%
N.A .
2.5%
1.9%
3.2%
3.0%
4.5%
N.A .
2.5%
1.9%
3.0%
2.9%
N.A .
N.A .
2.5%
1.7%
2.8%
2.8%
N.A .
N.A .
2.5%
1.7%
2.8%
3.2%
N.A .
N.A .
2.5%
1.8%
3.1%
3.1%
N.A.
N.A.
2.5%
1.8%
3.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
110
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
272.55
277.95
146.87
N.A .
N.A .
252.82
-19.6%
N.A .
268.42
268.61
126.82
N.A .
N.A .
244.77
-18.0%
N.A .
215.28
275.00
135.42
N.A .
N.A .
209.06
-24.9%
N.A .
222.88
278.00
125.21
N.A .
N.A .
212.37
-19.8%
N.A .
214.04
265.00
123.51
N.A .
N.A .
206.94
-18.1%
N.A .
214.08
282.00
115.97
324.17
N.A .
209.26
-14.5%
N.A .
187.57
281.00
113.90
328.92
714.37
199.24
-4.7%
N.A .
160.11
241.00
100.27
267.30
681.51
172.43
-18.8%
N.A.
155.17
221.00
86.92
245.92
682.22
165.20
-20.2%
N.A .
154.00
186.00
99.50
267.39
721.30
166.69
-20.3%
N.A .
157.00
182.00
178.61
285.01
755.74
177.55
-10.9%
1.0%
160.00
180.00
176.29
298.16
864.21
182.72
6.0%
2.0%
165.00
178.00
211.14
256.00
803.21
187.02
13.2%
3.0%
173.00
180.00
205.00
253.00
828.67
193.57
16.1%
3.8%
178.00
198.96
184.00
251.00
858.83
197.60
11.3%
5.0%
178.00
232.62
185.00
258.00
855.70
199.22
9.0%
5.0%
185.00
285.60
174.00
246.00
857.01
205.19
9.7%
5.0%
190.00
278.06
171.00
235.00
890.10
208.92
7.9%
5.5%
192.00
298.62
172.00
238.00
855.00
210.73
6.6%
6.0%
191.00
321.74
172.00
243.00
859.01
209.72
5.3%
6.5%
187.00
322.65
151.00
221.00
849.55
202.41
-1.4%
7.0%
89
69
69
N.A .
N.A .
83
10.0%
85
71
71
N.A .
N.A .
81
6.2%
82
83
83
N.A .
N.A .
82
4.2%
80
89
75
N.A .
N.A .
80
6.9%
78
80
75
N.A .
N.A .
78
-5.7%
77
88
70
N.A .
N.A .
77
-4.5%
72
88
65
N.A .
N.A .
72
-12.0%
67
80
90
N.A.
N.A.
71
-11.4%
63
69
79
N.A .
N.A .
65
-16.0%
67
62
80
N.A .
N.A .
68
-12.0%
67
58
N.A .
N.A .
N.A .
66
-8.7%
72
62
N.A .
N.A .
N.A .
71
0.0%
74
61
87
N.A.
426
82
25.0%
79
65
80
150
451
89
31.1%
81
67
70
149
455
90
36.4%
89
67
66
153
437
96
34.6%
97
N.A .
61
146
446
103
25.6%
99
N.A .
62
139
463
105
17.7%
96
N.A .
60
141
445
101
12.4%
104
N.A .
59
144
447
106
11.3%
104
N.A.
54
131
442
105
2.1%
3.06
4.03
2.13
N.A .
N.A .
3.06
-26.9%
6.632
89.9%
3.16
3.78
1.79
N.A .
N.A .
3.03
-22.8%
7.666
92.3%
2.63
3.31
1.63
N.A .
N.A .
2.54
-27.9%
7.513
61.2%
2.79
3.12
1.67
N.A .
N.A .
2.65
-25.0%
8.848
58.6%
2.74
3.31
1.65
N.A .
N.A .
2.66
-13.2%
9.693
46.2%
2.78
3.20
1.66
N.A .
N.A .
2.72
-10.5%
10.750
40.2%
2.61
3.19
1.75
N.A .
N.A .
2.75
8.3%
11.452
52.4%
2.39
3.01
1.11
N.A.
N.A.
2.43
-8.4%
11.151
26.0%
2.47
3.20
1.10
N.A .
N.A .
2.53
-5.0%
11.613
19.8%
2.30
3.00
1.24
N.A .
N.A .
2.46
-9.4%
12.155
13.1%
2.32
3.14
N.A .
N.A .
N.A .
2.66
-3.3%
13.261
15.8%
2.18
2.90
N.A .
N.A .
N.A .
2.52
3.9%
14.087
26.3%
2.16
2.92
2.43
N.A.
1.89
2.22
-12.2%
14.878
28.1%
2.10
2.77
2.56
1.69
1.84
2.10
-14.8%
15.789
29.9%
2.09
2.97
2.63
1.69
1.89
2.08
-21.7%
16.487
24.3%
1.90
3.47
2.80
1.69
1.96
1.98
-21.5%
17.384
23.4%
1.81
N.A .
2.85
1.69
1.92
1.90
-14.4%
18.980
27.6%
1.81
N.A .
2.76
1.69
1.92
1.89
-9.9%
20.289
28.5%
1.88
N.A .
2.87
1.69
1.92
1.95
-6.2%
21.495
30.4%
1.72
N.A .
2.92
1.69
1.92
1.84
-6.9%
22.982
32.2%
1.67
N.A.
2.80
1.69
1.92
1.80
-5.5%
23.898
25.9%
30.0%
31.9%
21.8%
N.A .
N.A .
29.0%
34.6%
35.2%
30.0%
N.A .
N.A .
33.9%
28.0%
30.5%
34.5%
30.6%
30.0%
25.0%
N.A . -102.8%
N.A .
N.A .
29.1%
28.6%
35.6%
34.0%
12.8%
-63.4%
N.A .
30.7%
35.7%
31.6%
6.7%
-35.8%
N.A .
29.7%
36.4%
45.9%
7.2%
-6.4%
8.0%
31.6%
34.6%
32.8%
-2.4%
-5.2%
13.0%
28.1%
35.6%
32.1%
11.2%
9.5%
28.0%
31.3%
40.2%
32.3%
9.6%
23.2%
28.0%
35.8%
39.3%
36.5%
7.2%
20.7%
30.0%
35.3%
38.7%
28.8%
-29.0%
22.6%
40.0%
31.0%
40.4%
33.9%
-3.9%
29.5%
39.7%
35.4%
43.3%
37.3%
-7.2%
31.9%
40.8%
37.7%
44.2%
17.0%
-23.3%
32.7%
36.5%
35.5%
42.8%
17.0%
-36.5%
27.1%
33.5%
31.7%
42.9%
17.2%
-30.4%
29.0%
43.6%
32.5%
43.7%
14.0%
-21.7%
23.7%
41.9%
33.6%
44.0%
13.7%
-14.2%
27.7%
40.9%
34.6%
42.5%
6.3%
-16.1%
30.8%
44.5%
32.0%
42.1%
20.0%
-23.3%
26.3%
41.9%
30.9%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
111
1Q00
48.3%
5.6%
2Q00
54.9%
6.5%
3Q00
61.1%
6.2%
4Q00
68.0%
6.9%
1Q01
71.5%
3.5%
2Q01
72.2%
0.7%
3Q01
75.1%
2.9%
4Q01
75.7%
0.6%
1Q02
75.8%
0.1%
2Q02
76.5%
0.7%
3Q02
75.6%
-0.9%
4Q02
75.3%
-0.2%
1Q03
75.3%
0.0%
2Q03
78.2%
2.9%
3Q03
80.8%
2.6%
4Q03
84.4%
3.6%
1Q04
86.7%
2.4%
2Q04
90.2%
3.4%
3Q04
94.7%
4.5%
4Q04
99.5%
4.9%
1Q05
102.0%
2.5%
3,786
2,450
500
420
480
7,636
N.A .
96.3%
4,219
2,683
650
500
630
8,682
N.A .
74.2%
4,585
2,984
750
560
800
9,679
N.A .
67.8%
4,845
3,180
900
850
1,005
10,780
N.A .
59.9%
4,970
3,281
920
948
1,229
11,348
N.A .
48.6%
5,133
3,323
835
1,030
1,150
11,471
N.A .
32.1%
5,206
3,223
1,278
1,090
1,150
11,947
N.A .
23.4%
5,225
3,232
1,301
1,176
1,114
12,048
N.A.
11.8%
5,178
3,270
1,255
1,231
1,148
12,082
N.A .
6.5%
5,188
3,264
1,282
1,318
1,146
12,198
N.A .
6.3%
5,044
3,271
1,291
1,429
1,027
12,062
N.A .
1.0%
5,034
3,283
1,246
1,436
1,024
12,023
N.A .
-0.2%
4,908
3,275
1,196
1,626
1,037
12,042
N.A.
-0.3%
4,919
3,320
1,529
1,690
1,057
12,515
60.9%
2.6%
5,038
3,358
1,560
1,840
1,144
12,940
61.2%
7.3%
5,205
3,403
1,600
1,987
1,326
13,521
61.5%
12.5%
5,269
3,402
1,700
2,109
1,435
13,915
61.5%
15.6%
5,406
3,457
1,850
2,224
1,544
14,481
61.9%
15.7%
5,773
3,541
2,000
2,253
1,648
15,215
62.2%
17.6%
6,076
3,671
2,300
2,261
1,701
16,009
62.2%
18.4%
6,290
3,793
2,400
2,222
1,716
16,421
61.8%
18.0%
49.6%
32.1%
6.5%
5.5%
6.3%
100.0%
48.6%
30.9%
7.5%
5.8%
7.3%
100.0%
47.4%
30.8%
7.7%
5.8%
8.3%
100.0%
44.9%
29.5%
8.3%
7.9%
9.3%
100.0%
43.8%
28.9%
8.1%
8.4%
10.8%
100.0%
44.7%
29.0%
7.3%
9.0%
10.0%
100.0%
43.6%
27.0%
10.7%
9.1%
9.6%
100.0%
43.4%
26.8%
10.8%
9.8%
9.2%
100.0%
42.9%
27.1%
10.4%
10.2%
9.5%
100.0%
42.5%
26.8%
10.5%
10.8%
9.4%
100.0%
41.8%
27.1%
10.7%
11.8%
8.5%
100.0%
41.9%
27.3%
10.4%
11.9%
8.5%
100.0%
40.8%
27.2%
9.9%
13.5%
8.6%
100.0%
39.3%
26.5%
12.2%
13.5%
8.4%
100.0%
38.9%
25.9%
12.1%
14.2%
8.8%
100.0%
38.5%
25.2%
11.8%
14.7%
9.8%
100.0%
37.9%
24.5%
12.2%
15.2%
10.3%
100.0%
37.3%
23.9%
12.8%
15.4%
10.7%
100.0%
37.9%
23.3%
13.1%
14.8%
10.8%
100.0%
38.0%
22.9%
14.4%
14.1%
10.6%
100.0%
38.3%
23.1%
14.6%
13.5%
10.5%
100.0%
307
271
50
120
147
895
57.3%
433
233
150
80
150
1,046
-4.5%
366
301
100
60
170
997
27.5%
260
196
150
290
205
1,101
13.0%
125
101
20
98
224
568
-36.5%
163
42
(85)
82
(79)
123
-88.2%
73
(100)
443
60
0
476
-52.3%
19
9
23
86
(36)
101
-90.8%
(47)
38
(46)
55
34
34
-94.0%
10
(6)
27
87
(2)
116
-5.5%
(144)
7
9
111
(119)
(136)
N.M.
(10)
12
(45)
7
(3)
(39)
N.M.
(126)
(9)
(50)
190
13
18
-46.3%
11
45
333
64
20
474
307.4%
119
38
31
150
87
424
N.M.
167
64
46
(1)
40
100
147
122
182
109
582
394
N.M. 2057.4%
137
55
150
115
109
566
19.5%
367
83
150
29
104
733
72.8%
303
130
300
8
53
794
36.6%
214
122
100
(39)
15
412
4.6%
34%
30%
6%
13%
16%
100%
41%
22%
14%
8%
14%
100%
37%
30%
10%
6%
17%
100%
24%
18%
14%
26%
19%
100%
22%
18%
4%
17%
39%
100%
133%
34%
-69%
67%
-64%
100%
15%
-21%
93%
13%
0%
100%
19%
9%
23%
85%
-36%
100%
-138%
112%
-135%
162%
100%
100%
9%
-5%
23%
75%
-2%
100%
N.M.
N.M.
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
N.M.
N.M.
100%
-690%
-48%
-274%
1040%
71%
100%
2%
10%
70%
14%
4%
100%
28%
9%
7%
35%
21%
100%
29%
8%
7%
25%
31%
100%
16%
0%
25%
31%
28%
100%
24%
10%
26%
20%
19%
100%
50%
11%
20%
4%
14%
100%
38%
16%
38%
1%
7%
100%
52%
30%
24%
-9%
4%
100%
1.7%
1.9%
N.A .
N.A .
N.A .
1.8%
1.6%
1.7%
N.A .
N.A .
N.A .
1.6%
1.5%
1.5%
N.A .
N.A .
N.A .
1.5%
1.4%
1.5%
N.A .
N.A .
N.A .
1.4%
1.4%
1.5%
N.A .
N.A .
N.A .
1.4%
1.6%
2.8%
2.3%
N.A .
N.A .
2.1%
1.8%
2.8%
2.3%
N.A .
N.A .
2.2%
1.6%
2.1%
2.3%
N.A.
N.A.
1.8%
1.8%
2.1%
2.3%
3.3%
N.A .
2.1%
1.6%
2.1%
2.8%
2.1%
N.A .
1.9%
2.8%
2.0%
2.8%
2.7%
N.A .
2.6%
2.6%
2.0%
2.8%
3.2%
N.A .
2.5%
2.8%
2.0%
2.8%
2.2%
N.A.
2.5%
2.0%
2.0%
2.8%
4.2%
N.A .
2.4%
1.3%
2.0%
2.8%
2.1%
N.A .
1.8%
1.0%
2.0%
2.8%
2.1%
N.A .
1.7%
1.6%
2.0%
2.8%
2.3%
N.A .
2.0%
1.3%
2.0%
2.8%
2.1%
N.A .
1.9%
0.8%
2.0%
2.8%
2.3%
N.A .
1.7%
0.9%
2.1%
2.8%
3.0%
N.A .
1.9%
1.4%
2.1%
2.8%
3.7%
N.A.
2.2%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
112
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
35.00
34.00
25.00
N.A .
N.A .
33.89
-22.7%
3.0%
33.00
32.50
23.00
N.A .
N.A .
31.96
-20.9%
3.0%
31.00
31.00
22.00
N.A .
N.A .
30.19
-20.3%
4.0%
29.00
30.50
17.00
N.A .
N.A .
28.32
-20.7%
4.6%
30.00
30.00
17.00
35.00
N.A .
29.29
-13.6%
5.2%
32.00
30.50
25.00
35.00
N.A .
31.25
-2.2%
5.7%
33.00
31.00
23.00
34.00
N.A .
31.32
3.7%
6.2%
30.00
32.00
19.00
32.00
N.A.
29.50
4.1%
7.0%
31.00
33.00
23.00
28.00
24.76
29.81
1.8%
7.4%
33.00
35.52
22.00
30.00
26.45
31.58
1.0%
7.9%
36.00
36.89
23.00
32.00
29.45
33.82
8.0%
7.9%
36.00
35.35
23.00
33.00
30.88
33.68
14.2%
8.3%
36.00
36.71
25.00
34.00
32.02
34.49
15.7%
9.4%
39.00
37.40
25.00
39.00
34.10
36.45
15.4%
9.7%
40.00
38.40
19.81
38.00
34.80
36.41
7.7%
10.4%
36.00
39.30
19.94
37.00
33.08
34.79
3.3%
11.0%
33.00
39.50
22.02
35.00
29.69
33.21
-3.7%
12.3%
34.00
39.30
21.77
37.00
29.43
33.68
-7.6%
12.4%
33.00
37.70
18.28
37.00
29.13
32.33
-11.2%
12.7%
30.00
37.10
16.12
36.00
27.74
30.24
-13.1%
13.2%
28.00
39.70
17.63
35.00
24.36
29.75
-10.4%
14.0%
117
110
N.A .
153
N.A .
117
-4.3%
122
108
N.A .
155
N.A .
119
-2.0%
117
106
N.A .
150
N.A .
115
-4.8%
112
105
N.A .
146
N.A .
113
-4.7%
108
105
N.A .
144
N.A .
111
-5.2%
117
112
N.A .
154
N.A .
119
0.1%
109
117
N.A .
152
N.A .
117
1.2%
114
115
N.A.
154
N.A.
119
5.8%
113
115
N.A .
154
N.A .
119
7.5%
121
127
N.A .
167
N.A .
129
8.3%
121
127
N.A .
167
N.A .
130
11.2%
128
127
N.A .
172
N.A .
134
12.5%
126
126
N.A.
170
N.A.
133
12.1%
136
126
N.A .
180
N.A .
140
8.4%
131
129
N.A .
178
N.A .
139
6.9%
130
129
N.A .
178
N.A .
139
3.4%
125
128
N.A .
176
N.A .
136
2.0%
127
128
N.A .
176
N.A .
137
-2.1%
117
128
N.A .
176
N.A .
132
-5.0%
120
129
N.A .
176
N.A .
133
-3.9%
112
129
N.A.
176
N.A.
129
-5.2%
0.30
0.30
N.A .
N.A .
N.A .
0.28
-21.6%
0.731
54.2%
0.27
0.29
N.A .
N.A .
N.A .
0.26
-21.7%
0.782
45.5%
0.26
0.28
N.A .
N.A .
N.A .
0.25
-18.9%
0.831
36.0%
0.25
0.28
N.A .
N.A .
N.A .
0.24
-18.5%
0.869
29.8%
0.26
0.27
N.A .
0.24
N.A .
0.25
-10.7%
0.871
19.1%
0.26
0.26
N.A .
0.23
N.A .
0.25
-5.4%
0.972
24.2%
0.29
0.25
N.A .
0.22
N.A .
0.25
-0.7%
1.000
20.3%
0.25
0.26
N.A.
0.21
N.A.
0.23
-4.6%
0.961
10.6%
0.26
0.27
N.A .
0.18
N.A .
0.23
-7.7%
1.076
23.7%
0.26
0.26
N.A .
0.18
N.A .
0.23
-8.6%
1.145
17.8%
0.28
0.27
N.A .
0.19
N.A .
0.24
-3.8%
1.243
24.3%
0.26
0.26
N.A .
0.19
N.A .
0.23
0.1%
1.235
28.5%
0.26
0.27
N.A.
0.18
N.A.
0.23
1.0%
1.234
14.6%
0.26
0.27
N.A .
0.19
N.A .
0.23
4.4%
1.342
17.2%
0.28
0.27
N.A .
0.19
N.A .
0.23
-2.1%
1.384
11.3%
0.25
0.27
N.A .
0.18
N.A .
0.22
-3.0%
1.387
12.3%
0.23
0.27
N.A .
0.17
N.A .
0.21
-8.7%
1.374
11.4%
0.24
0.27
N.A .
0.18
N.A .
0.22
-8.5%
1.427
6.4%
0.25
0.26
N.A .
0.18
N.A .
0.21
-8.9%
1.437
3.8%
0.22
0.25
N.A .
0.18
N.A .
0.20
-11.8%
1.418
2.3%
0.22
0.27
N.A.
0.17
N.A.
0.20
-7.2%
1.446
5.2%
33.3%
27.3%
N.A .
N.A .
N.A .
30.9%
29.9%
24.3%
N.A .
N.A .
N.A .
27.7%
32.2%
21.9%
-71.4%
N.A .
N.A .
19.2%
41.4%
31.8%
-64.0%
-64.0%
N.A .
19.4%
42.3%
32.2%
-50.0%
-53.0%
-61.0%
12.7%
41.8%
30.6%
-75.0%
-30.5%
-61.0%
13.3%
42.1%
31.3%
-49.0%
-22.3%
-90.0%
10.9%
44.6%
36.6%
-3.0%
1.7%
-90.0%
20.7%
42.3%
36.6%
5.0%
-7.8%
-7.0%
27.1%
43.0%
39.2%
-9.0%
-11.5%
-7.0%
25.9%
45.0%
39.2%
-5.4%
-14.0%
-10.0%
26.4%
44.2%
37.5%
6.5%
-11.7%
-10.0%
27.2%
44.1%
35.5%
8.0%
-14.8%
11.3%
27.4%
44.8%
35.0%
5.0%
15.1%
15.0%
30.8%
46.9%
35.0%
6.0%
4.0%
13.7%
29.9%
43.3%
33.0%
7.0%
12.8%
14.0%
29.1%
44.0%
33.0%
8.0%
1.2%
15.6%
27.5%
39.8%
39.0%
10.0%
13.9%
15.6%
29.2%
39.4%
39.0%
11.0%
21.5%
15.6%
30.3%
37.6%
33.5%
11.0%
17.8%
15.6%
27.7%
34.8%
33.5%
10.0%
10.2%
15.0%
25.5%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
113
1Q00
36.4%
3.6%
2Q00
41.2%
4.8%
3Q00
43.5%
2.3%
4Q00
49.5%
6.0%
1Q01
56.1%
6.6%
2Q01
59.4%
3.3%
3Q01
61.9%
2.5%
4Q01
61.3%
-0.6%
1Q02
62.1%
0.7%
2Q02
60.7%
-1.3%
3Q02
59.8%
-0.9%
4Q02
60.8%
1.0%
1Q03
62.5%
1.7%
2Q03
64.2%
1.7%
3Q03
66.5%
2.3%
4Q03
69.5%
3.0%
1Q04
72.2%
2.6%
2Q04
74.0%
1.9%
3Q04
76.2%
2.2%
4Q04
80.1%
3.9%
1Q05
81.6%
1.5%
922
473
1,395
55.1%
76.5%
980
600
1,580
60.0%
74.2%
1,031
638
1,669
60.3%
55.9%
1,151
753
1,904
63.8%
51.7%
1,269
889
2,158
67.1%
54.7%
1,298
990
2,288
68.4%
44.8%
1,337
1,077
2,414
68.6%
44.6%
1,379
1,044
2,423
68.6%
27.3%
1,388
1,095
2,483
69.2%
15.1%
1,308
1,128
2,436
68.7%
6.5%
1,248
1,156
2,404
67.6%
-0.4%
1,229
1,220
2,449
67.9%
1.1%
1,235
1,289
2,524
68.1%
1.7%
1,250
1,349
2,599
68.6%
6.7%
1,270
1,429
2,699
69.0%
12.3%
1,302
1,527
2,829
69.7%
15.5%
1,337
1,607
2,944
70.0%
16.6%
1,352
1,675
3,027
69.9%
16.5%
1,367
1,759
3,126
69.7%
15.8%
1,463
1,831
3,294
70.1%
16.4%
1,488
1,891
3,379
69.3%
14.8%
66.1%
33.9%
100.0%
62.0%
38.0%
100.0%
61.8%
38.2%
100.0%
60.5%
39.5%
100.0%
58.8%
41.2%
100.0%
56.7%
43.3%
100.0%
55.4%
44.6%
100.0%
56.9%
43.1%
100.0%
55.9%
44.1%
100.0%
53.7%
46.3%
100.0%
51.9%
48.1%
100.0%
50.2%
49.8%
100.0%
48.9%
51.1%
100.0%
48.1%
51.9%
100.0%
47.1%
52.9%
100.0%
46.0%
54.0%
100.0%
45.4%
54.6%
100.0%
44.7%
55.3%
100.0%
43.7%
56.3%
100.0%
44.4%
55.6%
100.0%
44.0%
56.0%
100.0%
64
76
140
99.2%
58
127
185
58.2%
51
38
89
-45.6%
120
115
235
27.6%
118
136
254
81.9%
29
101
130
-29.9%
39
87
126
41.6%
42
(33)
9
-96.2%
9
51
60
-76.4%
(80)
33
(47)
N.M.
(60)
28
(32)
N.M.
(19)
64
45
400.0%
6
69
75
25.0%
15
60
75
N.M.
20
80
100
N.M.
32
98
130
188.9%
35
80
115
53.3%
15
68
83
10.7%
15
84
99
-1.0%
96
72
168
29.2%
25
60
85
-26.1%
46%
54%
100%
31%
69%
100%
57%
43%
100%
51%
49%
100%
46%
54%
100%
22%
78%
100%
31%
69%
100%
467%
-367%
100%
15%
85%
100%
N.M.
N.M.
100%
N.M.
N.M.
100%
-42%
142%
100%
8%
92%
100%
20%
80%
100%
20%
80%
100%
25%
75%
100%
30%
70%
100%
18%
82%
100%
15%
85%
100%
57%
43%
100%
29%
71%
100%
2.0%
1.5%
1.8%
2.0%
1.5%
1.8%
2.0%
1.5%
1.8%
2.0%
1.5%
1.8%
2.0%
1.5%
1.8%
2.0%
1.5%
1.8%
2.0%
1.5%
1.8%
1.7%
1.6%
1.7%
1.7%
1.6%
1.7%
1.7%
1.6%
1.7%
1.7%
1.6%
1.7%
1.7%
1.6%
1.7%
1.7%
1.6%
1.6%
1.7%
1.6%
1.6%
1.7%
1.6%
1.6%
1.7%
1.6%
1.6%
1.7%
1.6%
1.6%
1.7%
1.6%
1.6%
1.7%
1.6%
1.6%
1.7%
1.6%
1.6%
1.7%
1.6%
1.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
114
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
59.68
86.21
68.68
-21.7%
1.7%
56.16
71.58
62.02
-24.5%
2.1%
53.90
65.43
58.31
-21.4%
2.4%
53.10
62.54
56.84
-20.0%
2.8%
46.80
56.64
50.85
-26.0%
3.2%
45.00
51.09
47.64
-23.2%
3.6%
43.40
49.35
46.05
-21.0%
3.9%
43.90
50.92
46.92
-17.4%
4.1%
42.70
53.00
47.24
-7.1%
4.7%
43.60
53.50
48.18
1.2%
5.3%
45.60
54.33
49.80
8.1%
5.7%
50.70
54.83
52.76
12.4%
6.3%
49.30
55.25
52.34
10.8%
7.1%
48.50
55.50
52.13
8.2%
7.4%
49.20
55.42
52.49
5.4%
7.9%
50.50
55.33
53.11
0.7%
8.7%
50.80
56.00
53.64
2.5%
9.9%
48.20
55.67
52.33
0.4%
10.4%
50.90
55.08
53.25
1.5%
11.9%
52.30
54.25
53.38
0.5%
12.4%
50.40
52.75
51.72
-3.6%
13.3%
201
196
199
-15.3%
202
197
200
-10.2%
194
189
192
-13.4%
185
180
183
-15.9%
164
159
162
-18.9%
148
148
148
-26.4%
137
137
137
-28.7%
152
152
152
-17.2%
137
137
137
-15.3%
133
129
131
-11.3%
144
135
140
1.8%
157
140
148
-2.2%
150
145
147
7.7%
140
150
145
10.9%
146
151
148
6.3%
150
152
151
1.9%
148
154
151
2.6%
142
152
147
1.5%
145
150
148
-0.5%
150
150
150
-0.9%
142
145
144
-4.9%
0.29
0.43
0.34
-8.9%
0.273
37.3%
0.27
0.35
0.30
-17.4%
0.277
32.3%
0.27
0.33
0.30
-10.9%
0.284
29.2%
0.28
0.33
0.30
-6.5%
0.305
22.9%
0.28
0.34
0.30
-10.2%
0.310
13.5%
0.30
0.33
0.31
2.8%
0.318
14.8%
0.31
0.34
0.32
9.1%
0.325
14.3%
0.28
0.31
0.30
-1.6%
0.340
11.8%
0.30
0.36
0.33
8.1%
0.348
12.2%
0.32
0.38
0.35
12.0%
0.356
11.9%
0.31
0.37
0.34
4.2%
0.362
11.3%
0.31
0.36
0.33
12.4%
0.384
12.8%
0.31
0.34
0.33
0.2%
0.390
12.3%
0.33
0.33
0.33
-4.7%
0.401
12.7%
0.32
0.33
0.33
-3.1%
0.417
15.4%
0.32
0.32
0.32
-3.8%
0.440
14.7%
0.32
0.32
0.32
-3.1%
0.464
19.0%
0.31
0.32
0.32
-4.4%
0.469
17.0%
0.31
0.32
0.32
-2.5%
0.492
17.8%
0.31
0.31
0.31
-2.7%
0.514
16.7%
0.31
0.31
0.31
-2.5%
0.518
11.4%
33.2%
26.0%
30.8%
33.2%
30.0%
32.0%
33.2%
31.5%
32.6%
38.0%
34.5%
36.6%
45.3%
36.0%
41.5%
46.7%
38.0%
42.9%
30.9%
40.0%
34.9%
38.0%
41.0%
39.3%
44.6%
42.0%
43.4%
49.9%
43.0%
46.7%
40.6%
44.0%
42.2%
39.8%
45.0%
42.4%
40.6%
45.0%
42.9%
41.5%
45.0%
43.3%
37.6%
45.0%
41.5%
37.8%
45.0%
41.7%
37.8%
45.0%
41.7%
37.5%
45.0%
41.7%
31.3%
45.0%
39.0%
36.4%
45.0%
41.2%
36.0%
45.0%
41.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
115
1Q00
N.A .
N.A .
2Q00
N.A .
N.A .
3Q00
N.A .
N.A .
4Q00
N.A .
N.A .
1Q01
N.A .
N.A .
2Q01
0.0%
N.A .
3Q01
0.1%
0.1%
4Q01
0.3%
0.2%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
60
N.A .
60
N.A .
N.A .
50
60
62
N.A .
172
100.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
100.0%
N.A .
100.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1Q02
0.6%
0.2%
2Q02
0.8%
0.2%
3Q02
0.9%
0.2%
4Q02
1.1%
0.2%
1Q03
1.5%
0.3%
2Q03
1.6%
0.2%
3Q03
1.8%
0.2%
4Q03
2.4%
0.5%
1Q04
2.9%
0.6%
2Q04
3.7%
0.7%
3Q04
4.6%
0.9%
4Q04
6.1%
1.5%
1Q05
7.5%
1.4%
172
201
68
N.A.
441
100.0%
N.A.
327
467
309
461
75
80
N.A .
N.A .
711
1,008
100.0% 100.0%
N.A . 1579.2%
609
518
83
N.A .
1,210
100.0%
603.3%
795
569
92
N.A .
1,456
100.0%
230.3%
1,037
762
94
N.A.
1,893
99.5%
166.2%
1,209
838
103
N.A .
2,150
99.2%
113.4%
1,381
931
108
N.A .
2,420
99.0%
100.1%
1,650
1,016
129
360
3,155
99.1%
116.6%
1,966
1,100
150
700
3,916
98.9%
106.9%
2,176
1,403
295
1,043
4,917
99.0%
128.7%
2,587
1,706
480
1,385
6,158
99.1%
154.4%
3,553
2,083
713
1,855
8,204
99.3%
160.1%
4,519
2,459
946
2,325
10,249
99.4%
161.7%
29.1%
34.9%
36.0%
N.A .
100.0%
39.0%
45.6%
15.4%
N.A.
100.0%
46.0%
43.5%
10.5%
N.A .
100.0%
46.4%
45.7%
7.9%
N.A .
100.0%
50.3%
42.8%
6.9%
N.A .
100.0%
54.6%
39.1%
6.3%
N.A .
100.0%
54.8%
40.3%
5.0%
N.A.
100.0%
56.2%
39.0%
4.8%
N.A .
100.0%
57.1%
38.5%
4.5%
N.A .
100.0%
52.3%
32.2%
4.1%
11.4%
100.0%
50.2%
28.1%
3.8%
17.9%
100.0%
44.3%
28.5%
6.0%
21.2%
100.0%
42.0%
27.7%
7.8%
22.5%
100.0%
43.3%
25.4%
8.7%
22.6%
100.0%
44.1%
24.0%
9.2%
22.7%
100.0%
N.A .
N.A .
60
N.A .
60
N.A .
50
60
2
N.A .
112
N.A .
122
141
6
N.A.
269
N.A.
155
108
7
N.A .
270
N.A .
140
152
5
N.A .
297
394.2%
142
57
3
N.A .
202
80.5%
186
52
9
N.A .
247
-8.3%
242
193
2
N.A.
437
61.7%
172
76
9
N.A .
257
-13.3%
172
93
5
N.A .
270
33.5%
269
85
21
360
734
197.6%
316
85
21
340
761
74.4%
210
303
145
343
1,001
289.0%
411
303
185
343
1,242
359.9%
966
377
233
470
2,046
178.5%
966
377
233
470
2,046
168.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
100%
N.A .
100%
45%
54%
2%
N.A .
100%
45%
52%
2%
N.A.
100%
57%
40%
3%
N.A .
100%
47%
51%
2%
N.A .
100%
70%
28%
1%
N.A .
100%
75%
21%
4%
N.A .
100%
55%
44%
0%
N.A.
100%
67%
30%
3%
N.A .
100%
64%
34%
2%
N.A .
100%
37%
12%
3%
49%
100%
42%
11%
3%
45%
100%
21%
30%
14%
34%
100%
33%
24%
15%
28%
100%
47%
18%
11%
23%
100%
47%
18%
11%
23%
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
116
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
108.00
N.A .
N.A .
N.A .
108.00
N.A .
N.A .
92.00
N.A.
N.A.
N.A.
92.00
N.A.
N.A.
75.00
N.A .
N.A .
N.A .
75.00
N.A .
N.A .
69.25
N.A .
N.A .
N.A .
69.25
N.A .
N.A .
63.50
N.A .
N.A .
N.A .
63.50
-41.2%
N.A .
57.75
N.A .
N.A .
N.A .
57.75
-37.2%
N.A .
52.00
N.A.
N.A.
N.A.
52.00
-30.7%
N.A.
51.75
N.A .
N.A .
N.A .
51.75
-25.3%
N.A .
51.50
N.A .
N.A .
N.A .
51.50
-18.9%
N.A .
51.25
N.A .
N.A .
N.A .
51.25
-11.3%
N.A .
51.00
N.A .
N.A .
N.A .
51.00
-1.9%
N.A .
50.00
N.A .
N.A .
N.A .
50.00
-3.4%
N.A .
48.00
N.A .
N.A .
N.A .
48.00
-6.8%
N.A .
45.00
N.A .
N.A .
N.A .
45.00
-12.2%
N.A .
40.00
N.A.
N.A.
N.A.
40.00
-21.6%
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.038
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
0.085
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.130
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.179
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.211
461.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.231
173.0%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
0.261
101.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.314
75.8%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.353
67.2%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.429
85.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.541
107.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.662
111.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.797
125.8%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.969
126.2%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
1.107
104.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
-77.0%
N.A .
N.A .
N.A .
-77.0%
-15.0%
N.A.
N.A.
N.A.
-15.0%
-0.7%
N.A .
N.A .
N.A .
-0.7%
8.9%
N.A .
N.A .
N.A .
8.9%
18.5%
N.A .
N.A .
N.A .
18.5%
28.0%
N.A .
N.A .
N.A .
28.0%
37.6%
N.A.
N.A.
N.A.
37.6%
41.0%
N.A .
N.A .
N.A .
41.0%
44.3%
N.A .
N.A .
N.A .
44.3%
47.7%
N.A .
N.A .
N.A .
47.7%
51.0%
N.A .
N.A .
N.A .
51.0%
51.0%
N.A .
N.A .
N.A .
51.0%
51.0%
N.A .
N.A .
N.A .
51.0%
50.5%
N.A .
N.A .
N.A .
50.5%
50.0%
N.A.
N.A.
N.A.
50.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
117
1Q00
61.5%
1.6%
2Q00
64.0%
2.5%
3Q00
65.5%
1.5%
4Q00
67.8%
2.4%
1Q01
70.5%
2.7%
2Q01
73.4%
2.9%
3Q01
76.1%
2.8%
4Q01
78.4%
2.2%
1Q02
79.4%
1.0%
2Q02
82.1%
2.8%
3Q02
83.5%
1.4%
4Q02
85.3%
1.8%
1Q03
87.0%
1.7%
2Q03
88.5%
1.5%
3Q03
90.5%
2.0%
4Q03
91.5%
1.0%
1Q04
93.0%
1.5%
2Q04
96.5%
3.4%
3Q04
99.7%
3.2%
4Q04
103.5%
3.8%
1Q05
103.8%
0.3%
2,012
754
2,766
N.A .
22.8%
2,103
775
2,878
N.A .
19.3%
2,134
810
2,944
N.A .
15.1%
2,199
850
3,049
N.A .
13.2%
2,229
945
3,174
N.A .
14.8%
2,313
994
3,307
N.A .
14.9%
2,409
1,026
3,435
N.A .
16.7%
2,457
1,082
3,539
N.A.
16.1%
2,504
1,084
3,588
N.A .
13.0%
2,590
1,088
3,678
N.A .
11.2%
2,679
1,106
3,785
N.A .
10.2%
2,688
1,178
3,866
N.A .
9.2%
2,693
1,228
3,921
N.A.
9.3%
2,727
1,266
3,993
55.3%
8.6%
2,806
1,279
4,085
55.6%
7.9%
2,851
1,285
4,136
55.3%
7.0%
2,905
1,302
4,207
55.2%
7.3%
2,978
1,389
4,367
54.7%
9.4%
3,089
1,429
4,518
54.5%
10.6%
3,172
1,522
4,694
54.9%
13.5%
3,191
1,520
4,711
54.6%
12.0%
72.7%
27.3%
100.0%
73.1%
26.9%
100.0%
72.5%
27.5%
100.0%
72.1%
27.9%
100.0%
70.2%
29.8%
100.0%
69.9%
30.1%
100.0%
70.1%
29.9%
100.0%
69.4%
30.6%
100.0%
69.8%
30.2%
100.0%
70.4%
29.6%
100.0%
70.8%
29.2%
100.0%
69.5%
30.5%
100.0%
68.7%
31.3%
100.0%
68.3%
31.7%
100.0%
68.7%
31.3%
100.0%
68.9%
31.1%
100.0%
69.1%
30.9%
100.0%
68.2%
31.8%
100.0%
68.4%
31.6%
100.0%
67.6%
32.4%
100.0%
67.7%
32.3%
100.0%
61
11
72
-53.8%
91
21
112
-30.0%
31
35
66
-54.5%
65
40
105
-23.4%
30
95
125
73.6%
84
49
133
18.8%
96
32
128
93.9%
48
56
104
-1.0%
47
2
49
-60.8%
86
4
90
-32.3%
89
18
107
-16.4%
9
72
81
-22.1%
5
50
55
12.2%
34
38
72
-20.0%
79
13
92
-14.0%
45
6
51
-37.0%
54
17
71
29.1%
73
87
160
122.2%
111
40
151
64.1%
83
93
176
245.1%
19
(2)
17
-76.1%
85%
15%
100%
81%
19%
100%
47%
53%
100%
62%
38%
100%
24%
76%
100%
63%
37%
100%
75%
25%
100%
46%
54%
100%
96%
4%
100%
96%
4%
100%
83%
17%
100%
11%
89%
100%
9%
91%
100%
47%
53%
100%
86%
14%
100%
88%
12%
100%
76%
24%
100%
46%
54%
100%
74%
26%
100%
47%
53%
100%
112%
-12%
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
2.4%
N.A .
N.A .
2.4%
N.A .
N.A .
2.6%
N.A .
N.A .
2.4%
N.A .
N.A .
2.8%
N.A .
N.A.
2.2%
N.A.
N.A .
2.5%
N.A .
N.A .
2.3%
N.A .
N.A .
2.7%
N.A .
N.A .
2.6%
N.A .
N.A.
2.2%
N.A.
N.A .
2.3%
N.A .
N.A .
2.3%
N.A .
N.A .
2.3%
N.A .
N.A .
1.6%
N.A .
N.A .
1.0%
N.A .
N.A .
1.3%
N.A .
N.A .
1.2%
N.A .
N.A.
1.4%
N.A.
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
118
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
309.00
289.00
303.55
-8.3%
8.9%
347.00
301.00
334.61
0.0%
8.0%
355.00
327.00
347.30
-1.0%
8.9%
340.00
308.00
331.08
1.1%
9.4%
333.00
292.00
320.79
5.7%
10.8%
337.00
317.00
330.99
-1.1%
11.0%
357.00
341.00
352.22
1.4%
11.8%
331.00
317.00
326.72
-1.3%
13.0%
334.00
326.00
331.58
3.4%
13.7%
351.00
338.00
347.15
4.9%
12.4%
359.00
377.00
364.26
3.4%
14.1%
340.00
358.00
345.48
5.7%
15.0%
330.00
353.00
337.20
1.7%
16.4%
346.00
365.00
352.02
1.4%
15.8%
354.00
368.00
358.38
-1.6%
17.3%
326.00
368.00
339.05
-1.9%
18.1%
315.00
334.00
320.88
-4.8%
17.2%
332.00
343.00
335.50
-4.7%
17.5%
328.00
350.00
334.96
-6.5%
17.2%
318.00
329.00
321.57
-5.2%
17.7%
297.00
314.00
302.49
-5.7%
18.0%
166
130
156
-1.8%
170
143
163
1.3%
184
145
173
3.7%
174
136
163
4.4%
171
131
159
1.9%
175
141
165
1.3%
182
147
172
-1.0%
177
141
166
1.6%
171
144
163
2.4%
185
162
178
8.1%
186
169
181
5.5%
178
163
173
4.5%
178
155
171
4.9%
190
165
182
2.2%
195
170
187
3.4%
189
167
182
5.0%
179
170
176
3.2%
187
176
184
0.8%
187
176
184
-2.0%
182
179
181
-0.6%
175
176
175
-0.5%
1.70
2.22
1.77
-14.1%
2.486
15.1%
1.88
1.94
1.89
-4.4%
2.833
21.1%
1.76
2.05
1.83
-7.4%
3.033
16.0%
1.77
2.04
1.84
-5.7%
2.976
15.4%
1.74
1.98
1.80
0.6%
2.994
20.4%
1.72
1.98
1.79
-5.5%
3.218
13.6%
1.74
2.02
1.81
-0.9%
3.562
17.4%
1.63
1.96
1.71
-6.7%
3.418
14.8%
1.70
1.92
1.76
-2.3%
2.972
-0.8%
1.67
1.82
1.71
-4.5%
3.196
-0.7%
1.66
1.92
1.73
-4.6%
3.401
-4.5%
1.62
1.87
1.69
-1.1%
3.236
-5.3%
1.55
1.91
1.65
-6.1%
3.204
7.8%
1.54
1.86
1.63
-4.5%
3.412
6.7%
1.49
1.82
1.58
-8.3%
3.481
2.4%
1.40
1.85
1.52
-10.0%
3.256
0.6%
1.45
1.65
1.51
-8.6%
3.528
10.1%
1.45
1.64
1.51
-7.3%
3.745
9.8%
1.44
1.67
1.51
-4.6%
3.925
12.8%
1.42
1.54
1.46
-4.1%
3.865
18.7%
1.37
1.50
1.41
-6.2%
3.738
5.9%
34.1%
28.0%
32.4%
31.7%
28.0%
30.7%
40.0%
27.8%
36.6%
34.1%
28.0%
32.4%
36.2%
31.6%
34.8%
36.5%
30.7%
34.8%
41.1%
35.4%
39.4%
34.0%
29.9%
32.8%
40.0%
35.2%
38.5%
40.0%
43.2%
40.9%
44.1%
42.5%
43.6%
38.0%
32.8%
36.4%
41.5%
42.6%
41.9%
37.0%
44.0%
39.2%
40.8%
40.2%
40.6%
36.8%
37.7%
37.1%
35.7%
36.5%
36.0%
36.6%
29.0%
34.2%
36.7%
33.3%
35.6%
37.8%
32.2%
36.0%
35.3%
38.0%
36.2%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
119
1Q00
N.A .
N.A .
2Q00
N.A .
N.A .
3Q00
N.A .
N.A .
4Q00
N.A .
N.A .
1Q01
N.A .
N.A .
2Q01
N.A .
N.A .
3Q01
N.A .
N.A .
4Q01
0.3%
N.A.
1Q02
N.A .
N.A .
2Q02
N.A .
N.A .
3Q02
N.A .
N.A .
4Q02
0.7%
N.A .
1Q03
0.7%
0.0%
2Q03
0.7%
0.0%
3Q03
1.0%
0.3%
4Q03
1.4%
0.4%
1Q04
N.A .
N.A .
2Q04
3.3%
N.A .
3Q04
4.3%
1.0%
4Q04
5.3%
1.0%
1Q05
6.4%
1.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
417
N.A.
N.A.
N.A.
N.A.
417
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
952
N.A .
N.A .
N.A .
N.A .
952
N.A .
128.5%
1,003
N.A.
N.A.
N.A.
N.A.
1,003
N.A.
N.A.
1,076
N.A .
N.A .
N.A .
N.A .
1,076
N.A .
N.A .
1,469
N.A .
N.A .
N.A .
N.A .
1,469
N.A .
N.A .
2,016
N.A .
N.A .
N.A .
N.A .
2,016
N.A .
111.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
3,216
801
470
536
N.A .
5,023
100.0%
N.A .
4,005
1,476
611
465
N.A .
6,557
100.0%
N.A .
5,037
1,894
506
571
N.A .
8,008
100.0%
N.A .
6,019
2,148
772
544
250
9,733
100.0%
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
100.0%
N.A.
N.A.
N.A.
N.A.
100.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
100.0%
N.A .
N.A .
N.A .
N.A .
100.0%
100.0%
N.A.
N.A.
N.A.
N.A.
100.0%
100.0%
N.A .
N.A .
N.A .
N.A .
100.0%
100.0%
N.A .
N.A .
N.A .
N.A .
100.0%
100.0%
N.A .
N.A .
N.A .
N.A .
100.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
64.0%
16.0%
9.4%
10.7%
N.A .
100.0%
61.1%
22.5%
9.3%
7.1%
N.A .
100.0%
62.9%
23.6%
6.3%
7.1%
N.A .
100.0%
61.8%
22.1%
7.9%
5.6%
2.6%
100.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
51
N.A.
N.A.
N.A.
N.A.
51
N.A .
72
N.A .
N.A .
N.A .
N.A .
72
N.A.
393
N.A .
N.A .
N.A .
N.A .
393
N.A .
547
N.A .
N.A .
N.A .
N.A .
547
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
3,216
801
470
536
N.A .
N.A .
N.A .
789
675
141
(71)
N.A .
1,534
N.A .
1,032
418
(105)
106
N.A .
1,451
N.A .
982
254
266
(27)
250
1,724
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
100%
N.A.
N.A.
N.A.
N.A.
100%
100%
N.A .
N.A .
N.A .
N.A .
100%
100%
N.A .
N.A .
N.A .
N.A .
100%
100%
N.A .
N.A .
N.A .
N.A .
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
51%
44%
9%
-5%
0%
100%
71%
29%
-7%
7%
0%
100%
57%
15%
15%
-2%
14%
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1.2%
N.A .
N.A .
N.A .
N.A .
1.2%
1.2%
N.A .
N.A .
N.A .
N.A .
1.2%
1.2%
N.A .
N.A .
N.A .
N.A .
1.2%
1.2%
N.A.
N.A.
N.A.
N.A.
1.2%
0.6%
N.A .
N.A .
N.A .
N.A .
0.6%
0.6%
N.A .
N.A .
N.A .
N.A .
0.6%
0.6%
N.A .
N.A .
N.A .
N.A .
0.6%
0.6%
N.A .
N.A .
N.A .
N.A .
0.6%
0.5%
N.A.
N.A.
N.A.
N.A.
0.5%
0.5%
N.A .
N.A .
N.A .
N.A .
0.5%
0.5%
N.A .
N.A .
N.A .
N.A .
0.5%
0.5%
N.A .
N.A .
N.A .
N.A .
0.5%
0.5%
N.A .
N.A .
N.A .
N.A .
N.A .
0.5%
N.A .
N.A .
N.A .
N.A .
N.A .
0.6%
N.A .
N.A .
N.A .
N.A .
N.A .
0.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
120
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
21.00
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
21.00
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
21.00
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
21.00
N.A.
N.A.
N.A.
N.A.
21.00
N.A.
N.A.
16.50
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
16.50
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
16.50
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
16.50
N.A .
N.A .
N.A .
N.A .
16.50
-21.4%
N.A .
14.00
N.A.
N.A.
N.A.
N.A.
14.00
N.A.
N.A.
13.90
N.A .
N.A .
N.A .
N.A .
13.90
N.A .
N.A .
14.10
N.A .
N.A .
N.A .
N.A .
14.10
N.A .
N.A .
13.90
N.A .
N.A .
N.A .
N.A .
13.90
-15.8%
N.A .
13.00
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
12.60
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
12.20
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
11.60
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
241
N.A .
N.A .
N.A .
N.A .
241
N.A .
237
N.A .
N.A .
N.A .
N.A .
237
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
179
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
173
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
0.041
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.043
N.A .
0.06
N.A .
N.A .
N.A .
N.A .
0.06
N.A .
0.054
N.A .
0.06
N.A .
N.A .
N.A .
N.A .
0.06
N.A .
0.073
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
47.2%
N.A .
N.A .
N.A .
N.A .
0.0%
47.2%
N.A .
N.A .
N.A .
N.A .
0.0%
47.2%
N.A .
N.A .
N.A .
N.A .
0.0%
47.2%
N.A.
N.A.
N.A.
N.A.
47.2%
65.7%
N.A .
N.A .
N.A .
N.A .
0.0%
65.7%
N.A .
N.A .
N.A .
N.A .
0.0%
65.7%
N.A .
N.A .
N.A .
N.A .
0.0%
65.7%
N.A .
N.A .
N.A .
N.A .
65.7%
66.8%
N.A.
N.A.
N.A.
N.A.
66.8%
66.0%
N.A .
N.A .
N.A .
N.A .
66.0%
54.9%
N.A .
N.A .
N.A .
N.A .
54.9%
51.7%
N.A .
N.A .
N.A .
N.A .
51.7%
54.9%
N.A .
N.A .
N.A .
N.A .
54.9%
52.1%
N.A .
N.A .
N.A .
N.A .
52.1%
49.6%
N.A .
N.A .
N.A .
N.A .
49.6%
43.5%
N.A .
N.A .
N.A .
N.A .
43.5%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
121
1Q00
4.4%
0.9%
2Q00
5.7%
1.3%
3Q00
7.0%
1.3%
4Q00
8.0%
0.9%
1Q01
9.3%
1.4%
2Q01
10.9%
1.6%
3Q01
12.4%
1.5%
4Q01
14.0%
1.6%
1Q02
15.2%
1.2%
2Q02
16.0%
0.8%
3Q02
17.4%
1.4%
4Q02
19.0%
1.6%
1Q03
20.6%
1.6%
2Q03
22.1%
1.5%
3Q03
24.6%
2.5%
4Q03
27.3%
2.7%
1Q04
28.8%
1.5%
2Q04
34.5%
5.7%
3Q04
37.7%
3.2%
4Q04
40.7%
3.1%
1Q05
42.4%
1.7%
1,248
1,366
483
282
3,380
66.5%
92.3%
1,699
1,838
576
282
4,396
75.6%
123.8%
2,124
2,420
605
282
5,431
80.5%
144.9%
2,563
2,858
657
123
6,202
85.6%
131.3%
2,926
3,492
744
123
7,285
87.8%
115.6%
3,441
3,982
989
123
8,535
89.5%
94.2%
4,021
4,327
1,279
123
9,750
90.9%
79.5%
4,588
4,894
1,475
121
11,078
91.9%
78.6%
4,999
5,274
1,703
121
12,096
92.9%
66.0%
5,436
5,494
1,709
121
12,759
93.3%
49.5%
5,960
6,123
1,757
121
13,961
93.1%
43.2%
6,572
6,800
1,800
121
15,293
94.7%
38.1%
7,110
7,390
1,979
163
16,641
94.5%
37.6%
7,272
8,143
2,220
275
17,911
93.7%
40.4%
8,082
9,011
2,540
388
20,021
93.6%
43.4%
8,860
10,080
2,867
500
22,307
93.6%
45.9%
9,137
11,185
3,171
1,150
24,643
91.5%
48.1%
10,542
12,475
3,554
1,800
28,370
90.4%
58.4%
11,714
13,281
4,189
1,885
31,069
90.9%
55.2%
12,514
14,596
4,612
1,983
33,706
91.6%
51.1%
12,955
15,510
4,742
2,005
35,212
91.3%
42.9%
36.9%
40.4%
14.3%
8.4%
100.0%
38.7%
41.8%
13.1%
6.4%
100.0%
39.1%
44.6%
11.1%
5.2%
100.0%
41.3%
46.1%
10.6%
2.0%
100.0%
40.2%
47.9%
10.2%
1.7%
100.0%
40.3%
46.7%
11.6%
1.4%
100.0%
41.2%
44.4%
13.1%
1.3%
100.0%
41.4%
44.2%
13.3%
1.1%
100.0%
41.3%
43.6%
14.1%
1.0%
100.0%
42.6%
43.1%
13.4%
0.9%
100.0%
42.7%
43.9%
12.6%
0.9%
100.0%
43.0%
44.5%
11.8%
0.8%
100.0%
42.7%
44.4%
11.9%
1.0%
100.0%
40.6%
45.5%
12.4%
1.5%
100.0%
40.4%
45.0%
12.7%
1.9%
100.0%
39.7%
45.2%
12.9%
2.2%
100.0%
37.1%
45.4%
12.9%
4.7%
100.0%
37.2%
44.0%
12.5%
6.3%
100.0%
37.7%
42.7%
13.5%
6.1%
100.0%
37.1%
43.3%
13.7%
5.9%
100.0%
36.8%
44.0%
13.5%
5.7%
100.0%
331
341
26
0
699
383.6%
451
472
92
0
1,016
390.7%
425
582
29
0
1,036
309.6%
440
438
52
(159)
771
66.3%
362
634
87
0
1,083
55.0%
515
490
245
0
1,250
23.0%
580
345
290
0
1,215
17.3%
568
567
196
(2)
1,328
72.4%
410
380
228
0
1,018
-6.0%
437
220
6
0
663
-46.9%
524
629
48
0
1,202
-1.1%
612
677
43
0
1,332
0.3%
538
590
179
42
1,348
32.4%
162
754
242
113
1,269
91.5%
810
868
320
113
2,110
75.6%
778
1,069
327
113
2,287
71.6%
277
1,105
304
650
2,336
73.3%
1,404
1,289
383
650
3,727
193.6%
1,172
806
635
85
2,699
27.9%
800
1,315
423
99
2,637
15.3%
441
914
130
22
1,507
-35.5%
47%
49%
4%
0%
100%
44%
46%
9%
0%
100%
41%
56%
3%
0%
100%
57%
57%
7%
-21%
100%
33%
58%
8%
0%
100%
41%
39%
20%
0%
100%
48%
28%
24%
0%
100%
43%
43%
15%
0%
100%
40%
37%
22%
0%
100%
66%
33%
1%
0%
100%
44%
52%
4%
0%
100%
46%
51%
3%
0%
100%
40%
44%
13%
3%
100%
13%
59%
19%
9%
100%
38%
41%
15%
5%
100%
34%
47%
14%
5%
100%
12%
47%
13%
28%
100%
38%
35%
10%
17%
100%
43%
30%
24%
3%
100%
30%
50%
16%
4%
100%
29%
61%
9%
1%
100%
1.1%
N.A .
N.A .
N.A .
N.A .
1.4%
0.2%
N.A .
N.A .
N.A .
1.5%
1.3%
N.A .
N.A .
N.A .
1.1%
0.4%
N.A .
N.A .
N.A .
2.5%
0.6%
N.A .
N.A .
N.A .
2.3%
1.3%
N.A .
N.A .
1.8%
2.1%
2.0%
N.A .
N.A .
2.0%
2.1%
2.6%
N.A.
N.A.
2.4%
2.1%
3.3%
N.A .
N.A .
2.7%
2.3%
3.8%
N.A .
N.A .
3.1%
2.3%
3.8%
N.A .
N.A .
3.1%
2.3%
3.8%
N.A .
N.A .
3.1%
3.3%
3.2%
N.A.
N.A.
3.3%
3.9%
3.1%
N.A .
N.A .
3.5%
3.8%
2.6%
N.A .
N.A .
3.2%
3.8%
2.9%
N.A .
N.A .
3.3%
7.2%
3.2%
N.A .
N.A .
5.0%
6.1%
0.8%
N.A .
N.A .
3.2%
6.1%
3.2%
N.A .
N.A .
4.6%
5.5%
2.7%
N.A .
N.A .
4.0%
5.5%
2.7%
N.A.
N.A.
4.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
122
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
561.41
914.00
N.A .
N.A .
749.22
N.A .
15.0%
568.82
911.00
N.A .
N.A .
749.22
N.A .
17.2%
596.78
567.00
N.A .
N.A .
580.57
-40.9%
22.8%
634.65
567.00
N.A .
N.A .
598.36
-31.8%
24.1%
554.23
592.00
N.A .
N.A .
573.81
-23.4%
25.4%
559.54
589.00
N.A.
N.A.
574.75
-23.3%
29.2%
546.89
575.00
N.A .
N.A .
561.32
-3.3%
36.4%
685.13
579.00
N.A .
N.A .
631.78
5.6%
37.3%
536.72
597.88
N.A .
N.A .
567.71
-1.1%
37.3%
586.52
575.00
N.A .
N.A .
580.66
1.0%
37.5%
549.11
439.65
N.A.
N.A.
493.32
-12.1%
35.4%
512.77
422.62
N.A .
N.A .
465.15
-26.4%
36.8%
510.93
413.70
N.A .
N.A .
459.67
-19.0%
35.2%
524.07
459.72
N.A .
N.A .
489.82
-15.6%
35.5%
471.88
397.58
N.A .
N.A .
430.99
-12.6%
39.8%
434.92
391.30
N.A .
N.A .
411.28
-11.6%
41.1%
434.92
391.30
N.A .
N.A .
411.74
-10.4%
43.8%
422.00
395.00
N.A .
N.A .
407.46
-16.8%
35.6%
422.00
395.00
N.A.
N.A.
407.29
-5.5%
36.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
11.044
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
13.074
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
11.746
31.5%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
14.199
38.8%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
15.738
42.5%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
17.956
37.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
19.512
66.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
23.555
65.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
22.754
44.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
25.480
41.9%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
23.631
21.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
24.108
2.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
26.154
14.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
31.099
22.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
30.353
28.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
32.705
35.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
36.710
40.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
39.590
27.3%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
42.104
38.7%
39.1%
42.5%
N.A .
N.A .
40.9%
46.2%
49.7%
N.A .
N.A .
48.1%
44.0%
47.4%
N.A .
N.A .
45.9%
43.2%
51.9%
N.A .
N.A .
47.9%
45.3%
43.2%
N.A .
N.A .
44.2%
45.7%
45.6%
N.A.
N.A.
45.6%
49.1%
52.2%
N.A .
N.A .
50.7%
50.2%
50.5%
N.A .
N.A .
50.4%
50.2%
50.5%
N.A .
N.A .
50.4%
56.0%
50.5%
N.A .
N.A .
53.2%
59.9%
56.2%
N.A.
N.A.
58.0%
57.0%
57.1%
N.A .
N.A .
57.0%
56.0%
60.4%
N.A .
N.A .
58.3%
57.0%
75.5%
N.A .
N.A .
66.9%
60.6%
65.3%
N.A .
N.A .
63.2%
60.7%
70.6%
N.A .
N.A .
66.1%
64.6%
67.1%
N.A .
N.A .
65.9%
64.9%
66.5%
N.A .
N.A .
65.8%
65.0%
66.3%
N.A.
N.A.
65.7%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
123
1Q00
11.6%
1.4%
2Q00
13.5%
1.9%
3Q00
15.3%
1.8%
4Q00
17.4%
2.2%
1Q01
20.0%
2.5%
2Q01
21.7%
1.7%
3Q01
23.4%
1.7%
4Q01
25.4%
2.1%
1Q02
27.8%
2.4%
2Q02
30.1%
2.3%
3Q02
32.7%
2.6%
4Q02
35.7%
3.0%
1Q03
38.3%
2.6%
2Q03
40.0%
1.7%
3Q03
42.0%
2.0%
4Q03
45.0%
3.0%
1Q04
48.1%
3.1%
2Q04
50.7%
2.6%
3Q04
54.6%
3.9%
4Q04
59.6%
5.0%
1Q05
63.2%
3.6%
2,000
1,750
732
4,482
100.0%
83.4%
2,250
2,000
971
5,221
100.0%
73.8%
2,500
2,220
1,192
5,912
100.0%
68.6%
2,800
2,460
1,490
6,750
100.0%
70.8%
3,090
2,890
1,756
7,736
100.0%
72.6%
3,320
3,045
2,035
8,400
100.0%
60.9%
3,500
3,200
2,341
9,041
100.0%
52.9%
3,690
3,360
2,785
9,835
100.0%
45.7%
3,970
3,630
3,171
10,771
100.0%
39.2%
4,240
3,850
3,562
11,652
100.0%
38.7%
4,550
4,090
4,000
12,640
100.0%
39.8%
4,770
4,550
4,480
13,800
100.0%
40.3%
5,240
4,840
4,739
14,819
69.4%
37.6%
5,600
4,790
5,080
15,470
54.4%
32.8%
5,810
5,090
5,350
16,250
54.8%
28.6%
6,210
5,490
5,700
17,400
54.4%
26.1%
6,860
5,740
6,010
18,610
55.3%
25.6%
7,520
6,000
6,090
19,610
56.1%
26.8%
8,050
6,490
6,590
21,130
57.0%
30.0%
8,580
7,040
7,440
23,060
58.4%
32.5%
9,060
7,360
8,020
24,440
59.5%
31.3%
44.6%
39.0%
16.3%
100.0%
43.1%
38.3%
18.6%
100.0%
42.3%
37.6%
20.2%
100.0%
41.5%
36.4%
22.1%
100.0%
39.9%
37.4%
22.7%
100.0%
39.5%
36.3%
24.2%
100.0%
38.7%
35.4%
25.9%
100.0%
37.5%
34.2%
28.3%
100.0%
36.9%
33.7%
29.4%
100.0%
36.4%
33.0%
30.6%
100.0%
36.0%
32.4%
31.6%
100.0%
34.6%
33.0%
32.5%
100.0%
35.4%
32.7%
32.0%
100.0%
36.2%
31.0%
32.8%
100.0%
35.8%
31.3%
32.9%
100.0%
35.7%
31.6%
32.8%
100.0%
36.9%
30.8%
32.3%
100.0%
38.3%
30.6%
31.1%
100.0%
38.1%
30.7%
31.2%
100.0%
37.2%
30.5%
32.3%
100.0%
37.1%
30.1%
32.8%
100.0%
250
230
49
529
11.6%
250
250
239
739
32.0%
250
220
221
691
37.6%
300
240
298
838
87.5%
290
430
266
986
86.4%
230
155
279
664
-10.1%
180
155
306
641
-7.2%
190
160
444
794
-5.3%
280
270
386
936
-5.1%
270
220
391
881
32.7%
310
240
438
988
54.1%
220
460
480
1,160
46.1%
470
290
259
1,019
8.9%
360
(50)
341
651
-26.1%
210
300
270
780
-21.1%
400
400
350
1,150
-0.9%
650
250
310
1,210
18.7%
660
260
80
1,000
53.6%
530
490
500
1,520
94.9%
530
550
850
1,930
67.8%
480
320
580
1,380
14.0%
47%
43%
9%
100%
34%
34%
32%
100%
36%
32%
32%
100%
36%
29%
36%
100%
29%
44%
27%
100%
35%
23%
42%
100%
28%
24%
48%
100%
24%
20%
56%
100%
30%
29%
41%
100%
31%
25%
44%
100%
31%
24%
44%
100%
19%
40%
41%
100%
46%
28%
25%
100%
55%
-8%
52%
100%
27%
38%
35%
100%
35%
35%
30%
100%
54%
21%
26%
100%
66%
26%
8%
100%
35%
32%
33%
100%
27%
28%
44%
100%
35%
23%
42%
100%
N.A .
N.A .
0.8%
N.A .
N.A .
N.A .
0.8%
N.A .
N.A .
N.A .
1.0%
N.A .
N.A .
N.A .
0.9%
N.A .
N.A .
N.A .
2.2%
N.A .
N.A .
N.A .
2.6%
N.A .
N.A .
N.A .
2.6%
N.A .
N.A.
N.A.
2.3%
N.A.
1.2%
1.7%
2.0%
1.6%
1.3%
1.4%
1.8%
1.5%
1.4%
1.6%
1.7%
1.5%
1.5%
1.6%
1.7%
1.6%
1.2%
1.3%
1.6%
1.4%
1.5%
3.3%
1.7%
2.1%
2.0%
1.2%
2.5%
1.9%
2.0%
2.0%
2.8%
2.3%
1.6%
1.6%
2.5%
1.9%
1.2%
1.8%
2.9%
1.9%
2.5%
2.0%
2.2%
2.3%
2.5%
2.0%
2.2%
2.3%
2.5%
2.3%
2.5%
2.4%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
124
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
N.A .
128.00
128.00
-27.3%
N.A .
N.A .
N.A .
128.00
128.00
-20.0%
N.A .
N.A .
N.A .
123.00
123.00
-18.0%
N.A .
119.00
N.A .
108.00
115.18
-17.7%
N.A .
102.20
119.00
100.00
107.98
-15.6%
N.A .
101.50
117.00
79.00
101.67
-20.6%
N.A .
103.70
119.00
85.00
104.27
-15.2%
N.A .
98.40
111.00
80.00
97.49
-15.4%
N.A.
90.20
101.00
72.00
88.48
-18.1%
9.7%
91.40
100.00
74.00
88.92
-12.5%
9.5%
93.60
99.80
77.00
90.35
-13.3%
9.0%
87.10
100.00
70.00
85.80
-12.0%
10.0%
79.00
82.40
66.80
76.21
-13.9%
12.0%
80.00
85.00
71.00
78.59
-11.6%
13.0%
79.00
86.60
73.00
79.41
-12.1%
12.2%
78.00
85.50
72.70
78.63
-8.4%
15.3%
69.00
75.00
70.00
71.17
-6.6%
14.7%
71.00
76.00
72.00
72.84
-7.3%
14.4%
66.60
75.30
74.50
71.74
-9.7%
12.5%
64.20
75.40
78.10
72.10
-8.3%
14.5%
58.80
63.70
59.50
60.51
-15.0%
20.3%
N.A .
N.A .
121
128
-20.9%
N.A .
N.A .
121
128
-15.4%
N.A .
N.A .
110
116
-18.5%
N.A .
N.A .
102
108
-23.3%
105
N.A .
82
96
-24.6%
113
N.A .
80
100
-21.6%
111
127
79
108
-6.9%
107
118
73
101
-6.1%
98
107
70
93
-3.8%
97
105
72
92
-8.1%
96
104
65
89
-17.9%
90
97
60
82
-18.6%
78
84
56
73
-21.4%
82
89
60
77
-16.7%
81
87
61
76
-14.1%
80
86
64
77
-7.0%
72
78
59
70
-4.5%
76
80
56
71
-7.6%
74
78
71
74
-2.8%
72
76
79
75
-1.5%
69
72
70
70
1.0%
N.A .
N.A .
1.06
1.00
-8.0%
1.620
39.0%
N.A .
N.A .
1.06
1.00
-5.5%
1.863
42.5%
N.A .
N.A .
1.12
1.06
0.6%
2.054
40.2%
N.A .
N.A .
1.06
1.07
7.3%
2.188
39.7%
0.98
N.A .
1.22
1.12
11.9%
2.346
44.9%
0.90
N.A .
0.99
1.01
1.3%
2.461
32.1%
0.93
0.94
1.08
0.96
-9.0%
2.728
32.8%
0.92
0.94
1.10
0.96
-9.8%
2.760
26.2%
0.92
0.94
0.93
0.86
-23.1%
2.735
16.6%
0.94
0.86
0.94
0.87
-13.9%
2.991
21.5%
0.97
0.96
1.08
0.92
-3.9%
3.292
20.7%
0.97
1.03
1.05
0.94
-2.7%
3.403
23.3%
1.01
0.98
1.05
0.92
6.8%
3.272
19.6%
0.98
0.96
1.03
0.89
2.0%
3.571
19.4%
0.98
0.99
1.05
0.91
-1.3%
3.778
14.8%
0.98
0.99
0.96
0.87
-7.3%
3.969
16.6%
0.96
0.96
1.01
0.87
-5.2%
3.844
17.5%
0.93
0.95
1.10
0.88
-1.3%
4.176
16.9%
0.90
0.97
0.91
0.84
-7.4%
4.384
16.0%
0.89
0.99
0.85
0.82
-6.0%
4.779
20.4%
0.85
0.88
0.68
0.69
-21.3%
4.311
12.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
42.3%
41.4%
16.5%
34.4%
42.7%
42.3%
20.8%
35.9%
37.1%
40.9%
27.8%
35.4%
38.0%
39.0%
18.3%
31.9%
30.0%
36.6%
32.4%
32.9%
35.8%
39.4%
30.0%
35.0%
44.8%
43.9%
29.6%
39.5%
38.5%
34.7%
29.8%
34.5%
36.7%
35.1%
29.3%
33.8%
47.9%
35.5%
36.0%
40.4%
46.6%
33.5%
36.5%
39.4%
43.0%
32.0%
33.8%
36.7%
43.0%
38.7%
39.6%
40.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
125
1Q00
49.2%
2.5%
2Q00
51.7%
2.5%
3Q00
57.4%
5.6%
4Q00
66.2%
8.8%
1Q01
70.7%
4.6%
2Q01
74.8%
4.1%
3Q01
79.8%
5.0%
4Q01
84.8%
5.0%
1Q02
86.5%
1.7%
2Q02
88.0%
1.5%
3Q02
90.8%
2.7%
4Q02
94.1%
3.3%
1Q03
96.8%
2.7%
2Q03
97.8%
1.0%
3Q03
101.3%
3.5%
4Q03
104.7%
3.4%
1Q04
102.0%
-2.7%
2Q04
102.2%
0.2%
3Q04
104.8%
2.6%
4Q04
107.5%
2.6%
1Q05
107.3%
-0.1%
2,218
1,795
918
4,931
N.A .
48.4%
2,334
1,857
1,002
5,193
N.A .
37.9%
2,595
2,020
1,153
5,768
N.A .
36.7%
2,939
2,315
1,410
6,664
N.A .
42.6%
3,146
2,479
1,511
7,136
N.A .
44.7%
3,347
2,564
1,650
7,561
N.A .
45.6%
3,622
2,669
1,791
8,082
N.A .
40.1%
3,905
2,787
1,916
8,608
N.A.
29.2%
3,982
2,838
1,970
8,790
N.A .
23.2%
4,070
2,887
2,000
8,957
N.A .
18.5%
4,205
2,977
2,063
9,245
N.A .
14.4%
4,426
3,037
2,120
9,583
N.A .
11.3%
4,474
3,085
2,164
9,723
N.A.
10.6%
4,505
3,129
2,188
9,822
79.8%
9.7%
4,691
3,243
2,244
10,178
79.8%
10.1%
4,887
3,332
2,306
10,525
72.0%
9.8%
4,923
3,248
2,088
10,259
72.5%
5.5%
4,872
3,320
2,093
10,285
72.2%
4.7%
4,941
3,488
2,120
10,549
72.5%
3.6%
5,053
3,637
2,129
10,819
72.8%
2.8%
5,087
3,586
2,136
10,809
74.1%
5.4%
45.0%
36.4%
18.6%
100.0%
44.9%
35.8%
19.3%
100.0%
45.0%
35.0%
20.0%
100.0%
44.1%
34.7%
21.2%
100.0%
44.1%
34.7%
21.2%
100.0%
44.3%
33.9%
21.8%
100.0%
44.8%
33.0%
22.2%
100.0%
45.4%
32.4%
22.3%
100.0%
45.3%
32.3%
22.4%
100.0%
45.4%
32.2%
22.3%
100.0%
45.5%
32.2%
22.3%
100.0%
46.2%
31.7%
22.1%
100.0%
46.0%
31.7%
22.3%
100.0%
45.9%
31.9%
22.3%
100.0%
46.1%
31.9%
22.0%
100.0%
46.4%
31.7%
21.9%
100.0%
48.0%
31.7%
20.4%
100.0%
47.4%
32.3%
20.4%
100.0%
46.8%
33.1%
20.1%
100.0%
46.7%
33.6%
19.7%
100.0%
47.1%
33.2%
19.8%
100.0%
103
55
101
259
-36.3%
116
62
84
262
-40.7%
261
163
151
575
26.4%
344
295
257
896
98.2%
207
164
101
472
82.2%
201
85
139
425
62.2%
275
105
141
521
-9.4%
283
118
125
526
-41.3%
77
51
54
182
-61.4%
88
49
30
167
-60.8%
135
90
63
288
-44.7%
221
60
57
338
-35.7%
48
48
44
140
-23.3%
31
44
24
99
-40.4%
186
114
56
356
23.5%
196
89
62
347
2.6%
36
(84)
(218)
(266)
N.M.
(51)
72
5
26
-73.8%
69
168
27
264
-25.8%
112
149
9
270
-22.2%
34
(51)
7
(10)
N.M.
40%
21%
39%
100%
44%
24%
32%
100%
45%
28%
26%
100%
38%
33%
29%
100%
44%
35%
21%
100%
47%
20%
33%
100%
53%
20%
27%
100%
54%
22%
24%
100%
42%
28%
30%
100%
53%
29%
18%
100%
47%
31%
22%
100%
65%
18%
17%
100%
34%
34%
32%
100%
31%
45%
24%
100%
52%
32%
16%
100%
56%
26%
18%
100%
N.M.
N.M.
N.M.
100%
-196%
277%
19%
100%
26%
64%
10%
100%
41%
55%
3%
100%
N.M.
N.M.
N.M.
100%
2.0%
2.5%
N.A .
2.2%
1.9%
1.9%
N.A .
1.9%
1.8%
1.9%
N.A .
1.9%
1.7%
1.9%
N.A .
1.8%
1.6%
1.9%
N.A .
1.7%
1.4%
1.8%
N.A .
1.6%
1.3%
2.1%
N.A .
1.6%
1.3%
2.1%
N.A.
1.6%
1.5%
2.0%
N.A .
1.7%
1.6%
2.0%
N.A .
1.8%
1.7%
2.1%
N.A .
1.9%
1.7%
2.1%
N.A .
1.9%
2.1%
2.1%
N.A.
2.1%
2.0%
2.1%
N.A .
2.0%
1.9%
2.1%
N.A .
2.0%
2.0%
2.1%
N.A .
2.0%
1.9%
2.1%
N.A .
2.0%
2.0%
2.1%
N.A .
2.1%
2.2%
2.1%
N.A .
2.2%
2.3%
2.2%
N.A .
2.3%
2.3%
2.2%
N.A.
2.3%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
126
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
29.10
31.80
31.90
30.60
-8.3%
2.0%
30.00
33.80
33.30
32.00
2.0%
3.0%
32.00
34.20
33.90
33.15
3.0%
4.0%
32.10
33.30
29.70
32.01
7.6%
5.0%
29.00
29.20
27.40
28.73
-6.1%
6.2%
30.40
30.40
28.20
29.92
-6.5%
6.1%
31.20
30.59
29.40
30.60
-7.7%
5.9%
29.60
29.79
28.50
29.42
-8.1%
5.8%
27.10
27.24
23.50
26.34
-8.3%
6.3%
27.00
27.37
25.30
26.74
-10.6%
6.5%
27.60
28.10
24.80
27.14
-11.3%
7.4%
26.30
26.60
22.71
25.60
-13.0%
7.6%
24.10
26.20
20.70
24.01
-8.8%
8.0%
25.20
27.30
21.80
25.11
-6.1%
7.8%
26.90
27.60
24.50
26.59
-2.0%
7.7%
24.60
26.00
22.40
24.56
-4.1%
8.5%
23.10
26.60
22.90
24.17
0.7%
8.6%
24.50
30.20
24.50
26.34
4.9%
8.5%
25.50
29.20
26.10
26.84
0.9%
8.8%
24.30
28.00
23.70
25.43
3.5%
10.0%
22.60
26.00
22.20
23.65
-2.1%
10.1%
127
148
135
136
4.9%
136
154
138
143
6.9%
148
161
141
151
11.7%
140
150
126
141
6.1%
132
127
117
127
-6.7%
127
134
121
128
-10.3%
125
145
120
130
-13.7%
124
141
115
128
-9.3%
128
132
109
125
-1.6%
131
139
113
130
1.2%
132
138
116
130
-0.1%
131
136
111
128
0.5%
118
123
101
116
-7.2%
122
124
102
118
-9.0%
128
127
108
123
-5.6%
125
126
106
121
-5.6%
116
121
109
116
0.3%
122
125
110
120
2.0%
125
125
113
123
-0.3%
120
122
111
119
-1.7%
117
121
109
116
0.1%
0.22
0.21
0.23
0.22
-14.3%
0.441
41.1%
0.21
0.21
0.23
0.22
-7.4%
0.486
45.7%
0.21
0.20
0.23
0.21
-11.5%
0.545
41.4%
0.22
0.21
0.22
0.22
-2.7%
0.597
50.4%
0.21
0.22
0.22
0.21
-3.6%
0.598
35.6%
0.22
0.22
0.22
0.22
1.0%
0.664
36.7%
0.23
0.20
0.23
0.22
4.8%
0.722
32.4%
0.22
0.20
0.23
0.22
0.4%
0.734
22.9%
0.20
0.20
0.20
0.20
-6.9%
0.693
15.9%
0.19
0.19
0.21
0.19
-12.1%
0.718
8.0%
0.19
0.19
0.19
0.19
-12.7%
0.753
4.3%
0.19
0.18
0.18
0.18
-15.1%
0.752
2.5%
0.19
0.20
0.19
0.19
-3.6%
0.725
4.7%
0.19
0.20
0.20
0.20
1.7%
0.708
-1.3%
0.19
0.20
0.21
0.20
3.5%
0.783
4.0%
0.18
0.19
0.19
0.19
0.7%
0.758
0.7%
0.18
0.20
0.19
0.19
-0.3%
0.740
2.0%
0.18
0.23
0.20
0.20
2.1%
0.782
10.5%
0.18
0.22
0.21
0.20
0.0%
0.823
5.1%
0.18
0.21
0.19
0.19
3.6%
0.810
6.9%
0.17
0.20
0.18
0.18
-3.9%
0.766
3.5%
37.4%
41.4%
12.8%
34.3%
39.6%
37.7%
15.3%
34.2%
34.5%
37.9%
11.8%
31.2%
36.3%
21.6%
3.8%
24.3%
37.2%
30.1%
11.8%
29.4%
37.1%
29.0%
11.7%
28.8%
40.8%
29.4%
12.9%
30.8%
38.9%
28.5%
13.7%
29.9%
41.8%
27.9%
17.1%
31.8%
38.6%
30.0%
17.0%
31.0%
43.9%
31.6%
19.7%
34.5%
44.4%
28.4%
16.7%
33.2%
43.7%
26.0%
21.9%
33.2%
44.5%
28.0%
24.0%
34.7%
46.1%
29.0%
26.2%
36.3%
46.6%
27.0%
20.0%
34.6%
47.3%
29.0%
26.2%
37.2%
47.9%
29.2%
32.0%
38.6%
53.3%
31.1%
33.0%
41.9%
44.1%
30.0%
24.0%
35.4%
45.1%
30.0%
30.0%
37.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
127
1Q00
1.2%
0.3%
2Q00
1.3%
0.1%
3Q00
1.6%
0.3%
4Q00
2.0%
0.4%
1Q01
2.6%
0.6%
2Q01
3.4%
0.9%
3Q01
4.3%
0.9%
4Q01
5.5%
1.2%
1Q02
6.5%
0.9%
2Q02
8.1%
1.6%
3Q02
10.0%
2.0%
4Q02
12.4%
2.3%
1Q03
14.5%
2.1%
2Q03
17.4%
2.9%
3Q03
20.8%
3.4%
4Q03
24.8%
4.0%
1Q04
29.0%
4.2%
2Q04
34.0%
5.0%
3Q04
40.5%
6.6%
4Q04
51.1%
10.5%
1Q05
58.8%
7.7%
540
500
N.A .
660
1,700
100.0%
N.A .
640
580
N.A .
690
1,910
100.0%
N.A .
890
680
N.A .
740
2,310
100.0%
N.A .
1,190
830
N.A .
850
2,870
100.0%
118.8%
1,420
980
N.A .
1,330
3,730
100.0%
119.4%
1,860
1,190
N.A .
1,930
4,980
100.0%
160.7%
2,350
1,480
N.A .
2,410
6,240
100.0%
170.1%
2,660
2,110
N.A.
3,270
8,040
100.0%
180.1%
3,050
2,660
N.A .
3,700
9,410
100.0%
152.3%
4,370
3,280
N.A .
4,080
11,730
100.0%
135.5%
5,450
4,030
2,290
2,830
14,600
100.0%
134.0%
6,690
5,150
2,940
3,220
18,000
100.0%
123.9%
7,600
6,190
3,580
3,750
21,120
63.4%
124.4%
9,320
7,460
4,260
4,270
25,310
65.0%
115.8%
11,450
9,260
5,340
4,230
30,280
68.9%
107.4%
13,490
11,400
6,350
4,910
36,150
76.9%
100.8%
15,500
13,370
7,730
5,650
42,250
80.1%
100.0%
18,152
16,304
9,022
5,993
49,471
82.9%
95.5%
20,840
19,870
11,460
6,870
59,040
85.0%
95.0%
26,540
25,690
13,600
8,520
74,350
88.0%
105.7%
30,250
29,620
15,640
10,050
85,560
90.5%
102.5%
31.8%
29.4%
N.A .
38.8%
100.0%
33.5%
30.4%
N.A .
36.1%
100.0%
38.5%
29.4%
N.A .
32.0%
100.0%
41.5%
28.9%
N.A .
29.6%
100.0%
38.1%
26.3%
N.A .
35.7%
100.0%
37.3%
23.9%
N.A .
38.8%
100.0%
37.7%
23.7%
N.A .
38.6%
100.0%
33.1%
26.2%
N.A.
40.7%
100.0%
32.4%
28.3%
N.A .
39.3%
100.0%
37.3%
28.0%
N.A .
34.8%
100.0%
37.3%
27.6%
15.7%
19.4%
100.0%
37.2%
28.6%
16.3%
17.9%
100.0%
36.0%
29.3%
17.0%
17.8%
100.0%
36.8%
29.5%
16.8%
16.9%
100.0%
37.8%
30.6%
17.6%
14.0%
100.0%
37.3%
31.5%
17.6%
13.6%
100.0%
36.7%
31.6%
18.3%
13.4%
100.0%
36.7%
33.0%
18.2%
12.1%
100.0%
35.3%
33.7%
19.4%
11.6%
100.0%
35.7%
34.6%
18.3%
11.5%
100.0%
35.4%
34.6%
18.3%
11.7%
100.0%
240
128
N.A .
20
388
N.A .
100
80
N.A .
30
210
N.A .
250
100
N.A .
50
400
N.A .
300
150
N.A .
110
560
N.A .
230
150
N.A .
480
860
121.6%
440
210
N.A .
600
1,250
495.2%
490
290
N.A .
480
1,260
215.0%
310
630
N.A.
860
1,800
221.4%
390
550
N.A .
430
1,370
59.3%
1,320
620
N.A .
380
2,320
85.6%
1,080
750
N.A .
(1,250)
2,870
127.8%
1,240
1,120
650
390
3,400
88.9%
910
1,040
640
530
3,120
127.7%
1,720
1,270
680
520
4,190
80.6%
2,130
1,800
1,080
(40)
4,970
73.2%
2,040
2,140
1,010
680
5,870
72.6%
2,010
1,970
1,380
740
6,100
95.5%
2,652
2,934
1,292
343
7,221
72.3%
2,688
3,566
2,438
877
9,569
92.5%
5,700
5,820
2,140
1,650
15,310
160.8%
3,710
3,930
2,040
1,530
11,210
83.8%
62%
33%
N.A .
5%
100%
48%
38%
N.A .
14%
100%
63%
25%
N.A .
13%
100%
54%
27%
N.A .
20%
100%
27%
17%
N.A .
56%
100%
35%
17%
N.A .
48%
100%
39%
23%
N.A .
38%
100%
17%
35%
N.A.
48%
100%
28%
40%
N.A .
31%
100%
57%
27%
N.A .
16%
100%
38%
26%
N.A .
-44%
100%
36%
33%
19%
11%
100%
29%
33%
21%
17%
100%
41%
30%
16%
12%
100%
43%
36%
22%
-1%
100%
35%
36%
17%
12%
100%
33%
32%
23%
12%
100%
37%
41%
18%
5%
100%
28%
37%
25%
9%
100%
37%
38%
14%
11%
100%
33%
35%
18%
14%
100%
2.8%
2.9%
N.A .
N.A .
2.9%
2.1%
2.9%
N.A .
N.A .
2.5%
1.7%
2.9%
N.A .
N.A .
2.2%
1.9%
2.9%
N.A .
N.A .
2.3%
2.0%
2.2%
N.A .
N.A .
2.1%
1.6%
2.2%
N.A .
N.A .
1.8%
1.8%
2.2%
N.A .
N.A .
1.9%
3.5%
2.1%
N.A.
N.A.
2.9%
3.3%
1.9%
N.A .
N.A .
2.6%
2.6%
2.3%
N.A .
N.A .
2.5%
2.8%
2.8%
N.A .
N.A .
2.8%
3.4%
2.9%
N.A .
N.A .
3.2%
3.9%
3.2%
N.A.
N.A.
3.6%
3.7%
3.5%
N.A .
N.A .
3.6%
4.1%
3.2%
N.A .
N.A .
3.7%
4.2%
3.2%
N.A .
N.A .
3.7%
3.3%
2.9%
N.A .
N.A .
3.1%
2.6%
3.1%
N.A .
N.A .
2.8%
2.2%
2.4%
N.A .
N.A .
2.3%
2.1%
2.3%
N.A .
N.A .
2.2%
2.2%
2.0%
N.A.
N.A.
2.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
128
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
100.00
43.00
N.A .
N.A .
72.60
N.A .
N.A .
85.00
39.00
N.A .
N.A .
63.13
N.A .
N.A .
66.00
36.00
N.A .
N.A .
53.01
N.A .
N.A .
57.00
32.30
N.A .
N.A .
46.85
-57.5%
N.A .
40.00
27.80
N.A .
N.A .
35.02
-51.8%
1.0%
38.80
28.00
N.A .
N.A .
34.59
-45.2%
1.0%
39.00
28.60
N.A .
N.A .
34.98
-34.0%
1.0%
31.70
23.80
N.A.
N.A.
28.21
-39.8%
1.0%
26.60
19.40
N.A .
N.A .
23.25
-33.6%
3.3%
25.00
18.90
N.A .
N.A .
22.38
-35.3%
4.2%
24.50
19.80
N.A .
N.A .
22.50
-35.7%
3.9%
21.20
16.00
N.A .
N.A .
18.94
-32.9%
4.9%
18.50
13.50
N.A.
N.A.
16.26
-30.1%
7.4%
18.70
14.70
N.A .
N.A .
16.92
-24.4%
8.3%
18.80
14.40
N.A .
N.A .
16.83
-25.2%
9.9%
16.30
12.50
N.A .
N.A .
14.56
-23.1%
10.1%
14.10
10.80
N.A .
N.A .
12.57
-22.7%
12.2%
14.10
10.80
N.A .
N.A .
12.54
-25.9%
11.2%
14.40
10.70
N.A .
N.A .
12.59
-25.2%
11.9%
11.20
8.60
N.A .
N.A .
9.92
-31.9%
12.6%
9.10
7.20
N.A.
N.A.
8.16
-35.1%
13.6%
152
88
79
N.A .
121
N.A .
173
86
77
N.A .
132
N.A .
175
89
80
N.A .
138
N.A .
167
97
87
N.A .
138
-7.0%
152
94
85
N.A .
128
5.8%
166
108
97
N.A .
143
8.9%
167
111
100
N.A .
145
5.5%
154
107
96
N.A.
133
-3.6%
142
87
83
N.A .
116
-9.3%
167
95
90
N.A .
136
-5.1%
175
97
92
N.A .
132
-9.1%
175
89
85
N.A .
127
-4.5%
148
88
83
N.A.
113
-2.8%
162
100
95
N.A .
127
-6.9%
159
104
99
N.A .
127
-3.7%
140
97
92
N.A .
114
-10.0%
147
91
N.A .
N.A .
121
7.2%
160
96
N.A .
N.A .
130
2.6%
168
99
N.A .
N.A .
135
5.7%
164
91
N.A .
N.A .
128
12.0%
138
87
N.A.
N.A.
113
-7.0%
0.66
0.49
N.A .
N.A .
0.60
N.A .
0.328
N.A .
0.49
0.45
N.A .
N.A .
0.48
N.A .
0.342
N.A .
0.38
0.40
N.A .
N.A .
0.38
N.A .
0.336
N.A .
0.34
0.33
N.A .
N.A .
0.34
-54.2%
0.364
-16.0%
0.26
0.29
N.A .
N.A .
0.27
-54.9%
0.347
5.7%
0.23
0.26
N.A .
N.A .
0.24
-50.2%
0.452
32.2%
0.23
0.26
N.A .
N.A .
0.24
-38.1%
0.589
75.5%
0.20
0.22
N.A.
N.A.
0.21
-38.1%
0.604
66.0%
0.18
0.22
N.A .
N.A .
0.19
-28.5%
0.608
75.5%
0.14
0.19
N.A .
N.A .
0.16
-34.0%
0.710
57.1%
0.13
0.20
N.A .
N.A .
0.16
-31.3%
0.889
51.0%
0.11
0.17
N.A .
N.A .
0.14
-32.4%
0.926
53.3%
0.12
0.14
N.A.
N.A.
0.13
-31.1%
0.954
56.8%
0.11
0.13
N.A .
N.A .
0.12
-22.2%
1.179
66.0%
0.11
0.12
N.A .
N.A .
0.12
-27.2%
1.404
57.9%
0.11
0.11
N.A .
N.A .
0.11
-19.3%
1.451
56.7%
0.09
0.10
N.A .
N.A .
0.09
-31.6%
1.478
55.0%
0.08
0.10
N.A .
N.A .
0.09
-30.1%
1.725
46.4%
0.08
0.09
N.A .
N.A .
0.08
-30.7%
2.050
46.0%
0.06
0.08
N.A .
N.A .
0.07
-40.8%
1.985
36.8%
0.06
0.07
N.A.
N.A.
0.06
-31.3%
1.957
32.4%
50.8%
17.0%
N.A .
N.A .
34.6%
45.9%
19.0%
N.A .
N.A .
33.1%
41.0%
19.0%
N.A .
N.A .
31.5%
35.8%
18.0%
N.A .
N.A .
28.5%
47.9%
35.0%
N.A .
N.A .
42.6%
40.2%
37.4%
N.A .
N.A .
39.1%
54.1%
35.5%
N.A .
N.A .
46.9%
52.4%
32.4%
N.A.
N.A.
43.6%
49.9%
43.0%
N.A .
N.A .
46.7%
50.7%
40.7%
N.A .
N.A .
46.4%
50.8%
46.4%
N.A .
N.A .
48.9%
44.6%
37.0%
N.A .
N.A .
41.3%
48.5%
44.2%
N.A.
N.A.
46.6%
52.0%
46.0%
N.A .
N.A .
49.3%
54.2%
47.1%
N.A .
N.A .
51.0%
53.0%
45.8%
N.A .
N.A .
49.7%
55.1%
48.4%
N.A .
N.A .
52.0%
56.8%
49.8%
N.A .
N.A .
53.5%
58.4%
49.1%
N.A .
N.A .
53.9%
45.5%
42.4%
N.A .
N.A .
44.0%
51.7%
48.5%
N.A.
N.A.
50.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
129
1Q00
41.6%
3.8%
2Q00
47.6%
6.0%
3Q00
54.2%
6.6%
4Q00
60.7%
6.5%
1Q01
67.8%
7.0%
2Q01
73.0%
5.2%
3Q01
74.8%
1.8%
4Q01
68.9%
-5.9%
1Q02
71.5%
2.6%
2Q02
72.7%
1.2%
3Q02
74.6%
1.9%
4Q02
77.6%
2.9%
1Q03
79.2%
1.6%
2Q03
79.8%
0.5%
3Q03
81.1%
1.4%
4Q03
82.7%
1.6%
1Q04
84.9%
2.2%
2Q04
86.6%
1.6%
3Q04
88.4%
1.9%
4Q04
89.9%
1.5%
1Q05
93.8%
4.0%
1,058
572
N.A .
1,631
29.3%
49.0%
1,154
728
N.A .
1,883
29.6%
61.7%
1,250
763
150
2,163
29.6%
65.3%
1,400
801
241
2,442
30.5%
66.1%
1,536
882
329
2,747
30.5%
68.5%
1,636
925
423
2,984
30.9%
58.5%
1,683
960
437
3,080
31.4%
42.4%
1,404
982
472
2,859
23.5%
17.1%
1,493
1,000
499
2,992
25.4%
8.9%
1,495
1,010
536
3,041
26.0%
1.9%
1,514
1,020
588
3,122
26.1%
1.3%
1,555
1,049
641
3,245
25.9%
13.5%
1,548
1,067
698
3,313
26.9%
10.7%
1,530
1,059
747
3,336
26.9%
9.7%
1,518
1,066
818
3,402
27.2%
9.0%
1,534
1,068
875
3,477
28.2%
7.2%
1,516
1,106
955
3,577
29.4%
8.0%
1,502
1,124
1,029
3,655
30.3%
9.6%
1,515
1,143
1,084
3,742
31.3%
10.0%
1,539
1,162
1,112
3,813
31.4%
9.7%
1,566
1,192
1,233
3,991
33.6%
11.6%
64.9%
35.1%
N.A .
100.0%
61.3%
38.7%
N.A .
100.0%
57.8%
35.3%
6.9%
100.0%
57.3%
32.8%
9.9%
100.0%
55.9%
32.1%
12.0%
100.0%
54.8%
31.0%
14.2%
100.0%
54.6%
31.2%
14.2%
100.0%
49.1%
34.4%
16.5%
100.0%
49.9%
33.4%
16.7%
100.0%
49.2%
33.2%
17.6%
100.0%
48.5%
32.7%
18.8%
100.0%
47.9%
32.3%
19.7%
100.0%
46.7%
32.2%
21.1%
100.0%
45.9%
31.7%
22.4%
100.0%
44.6%
31.3%
24.0%
100.0%
44.1%
30.7%
25.2%
100.0%
42.4%
30.9%
26.7%
100.0%
41.1%
30.8%
28.2%
100.0%
40.5%
30.5%
29.0%
100.0%
40.4%
30.5%
29.2%
100.0%
39.2%
29.9%
30.9%
100.0%
79
81
N.A .
160
114.5%
96
156
N.A .
252
263.2%
96
34
150
280
94.1%
150
38
91
280
72.3%
136
81
88
305
90.5%
100
43
93
236
-6.1%
47
35
15
97
-65.5%
(279)
22
35
(222)
N.M.
89
18
26
133
-56.5%
2
10
37
49
-79.2%
19
10
52
81
-16.2%
41
29
53
123
N.M.
(7)
18
57
68
-48.6%
(18)
(8)
49
23
-53.3%
(12)
7
71
66
-18.3%
16
2
57
75
-39.1%
(18)
38
80
100
46.5%
(14)
18
74
78
238.7%
13
19
55
87
31.6%
24
19
28
71
-5.2%
27
30
121
178
77.9%
49%
51%
N.A .
100%
38%
62%
0%
100%
34%
12%
54%
100%
54%
14%
33%
100%
45%
27%
29%
100%
42%
18%
39%
100%
49%
36%
15%
100%
N.M.
N.M.
N.M.
100%
67%
14%
20%
100%
4%
20%
76%
100%
23%
12%
64%
100%
33%
24%
43%
100%
-10%
26%
84%
100%
-78%
-35%
213%
100%
-18%
11%
108%
100%
21%
3%
76%
100%
-18%
38%
80%
100%
-18%
23%
95%
100%
15%
22%
63%
100%
34%
27%
39%
100%
15%
17%
68%
100%
2.0%
3.0%
N.A .
2.4%
2.0%
3.0%
0.2%
2.4%
2.0%
3.0%
0.8%
2.3%
2.0%
3.0%
1.3%
2.3%
2.0%
3.1%
1.0%
2.2%
2.0%
3.2%
1.0%
2.2%
2.0%
2.9%
1.0%
2.1%
7.9%
2.7%
1.0%
5.0%
3.5%
2.4%
1.0%
2.7%
3.0%
2.2%
1.0%
2.4%
3.0%
2.5%
1.0%
2.5%
3.0%
2.1%
1.0%
2.3%
1.6%
2.2%
1.1%
1.7%
1.6%
2.0%
1.1%
1.6%
1.6%
1.6%
1.1%
1.5%
1.1%
1.6%
1.1%
1.3%
2.0%
1.3%
1.1%
1.5%
1.4%
1.3%
1.1%
1.3%
1.2%
1.9%
1.1%
1.4%
1.1%
1.7%
1.1%
1.3%
1.1%
1.7%
1.1%
1.3%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
130
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
58.00
56.42
N.A .
57.45
-6.4%
2.8%
58.00
48.69
50.00
54.40
-11.5%
3.8%
58.00
44.72
49.00
52.69
-13.9%
5.3%
58.00
44.77
49.00
52.77
-11.6%
6.8%
58.00
51.50
48.00
54.71
-4.8%
7.3%
58.00
51.27
48.00
54.50
0.2%
7.8%
58.00
51.04
68.40
57.31
8.8%
9.5%
58.00
50.81
66.71
56.97
8.0%
9.9%
58.00
50.39
62.78
56.25
2.8%
10.4%
58.00
51.31
61.25
56.35
3.4%
10.8%
57.00
52.00
60.66
56.05
-2.2%
11.9%
55.00
50.43
58.41
54.20
-4.9%
12.6%
55.00
49.30
62.25
54.69
-2.8%
15.0%
53.00
49.38
60.58
53.55
-5.0%
14.7%
56.00
49.69
57.85
54.47
-2.8%
15.1%
56.00
49.30
57.85
54.41
0.4%
15.3%
57.00
49.92
60.11
55.64
1.7%
16.4%
57.00
48.73
58.71
54.94
2.6%
16.9%
57.00
48.82
57.05
54.52
0.1%
17.6%
56.00
48.36
58.35
54.36
-0.1%
18.5%
54.00
46.86
55.64
52.37
-5.9%
19.1%
250
195
N.A .
231
39.0%
250
180
688
223
26.9%
250
179
688
255
37.7%
250
203
688
278
44.4%
250
245
688
301
30.6%
250
256
678
313
40.2%
250
228
668
303
18.5%
248
225
658
308
10.7%
246
225
552
290
-3.7%
243
229
542
291
-6.9%
240
229
532
291
-3.7%
234
222
522
287
-6.8%
226
214
486
277
-4.5%
229
219
476
281
-3.4%
230
218
430
274
-5.9%
236
216
410
274
-4.7%
240
226
399
278
0.3%
241
233
379
277
-1.3%
257
236
369
283
3.1%
256
234
368
282
3.0%
266
239
374
291
4.7%
0.23
0.28
N.A .
0.24
-33.7%
0.267
37.3%
0.22
0.26
N.A .
0.23
-32.0%
0.287
37.6%
0.22
0.24
N.A .
0.20
-39.8%
0.320
40.9%
0.22
0.21
N.A .
0.18
-41.9%
0.364
46.5%
0.22
0.19
N.A .
0.17
-30.4%
0.426
59.4%
0.21
0.18
N.A .
0.16
-31.5%
0.468
63.4%
0.21
0.20
0.09
0.17
-12.3%
0.521
63.0%
0.21
0.20
0.09
0.17
-5.8%
0.508
39.2%
0.21
0.20
0.10
0.17
3.2%
0.494
15.9%
0.21
0.20
0.10
0.17
7.5%
0.510
8.8%
0.21
0.20
0.10
0.17
-1.1%
0.518
-0.6%
0.20
0.20
0.10
0.17
-1.0%
0.518
2.0%
0.20
0.19
0.11
0.17
-3.5%
0.538
9.0%
0.19
0.19
0.11
0.16
-5.9%
0.534
4.7%
0.20
0.20
0.12
0.17
-0.5%
0.551
6.2%
0.20
0.19
0.12
0.17
2.1%
0.561
8.5%
0.20
0.18
0.13
0.17
-0.3%
0.589
9.4%
0.19
0.17
0.13
0.16
1.3%
0.596
11.6%
0.18
0.17
0.13
0.16
-5.9%
0.605
9.9%
0.17
0.17
0.13
0.16
-6.7%
0.616
9.7%
0.16
0.16
0.12
0.15
-13.0%
0.613
4.1%
50.0%
27.1%
N.A .
42.0%
50.0%
28.4%
-30.0%
41.6%
50.0%
30.2%
-30.0%
37.5%
50.0%
31.3%
-30.0%
36.0%
50.0%
36.2%
-30.0%
36.0%
50.0%
35.9%
-30.0%
34.3%
50.0%
35.7%
-30.0%
34.2%
50.0%
35.4%
-30.0%
31.8%
50.0%
35.2%
-30.0%
31.7%
50.0%
41.0%
-20.0%
34.7%
50.0%
40.1%
0.0%
37.3%
50.0%
41.1%
5.0%
38.2%
50.0%
41.5%
25.0%
42.0%
50.0%
37.0%
28.0%
40.9%
50.0%
41.6%
30.0%
42.6%
50.0%
44.3%
31.0%
43.5%
50.0%
41.1%
32.0%
42.4%
50.0%
40.7%
33.0%
42.4%
50.0%
39.9%
34.5%
42.4%
50.0%
39.1%
36.0%
42.6%
50.0%
41.0%
37.5%
43.4%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
131
1Q00
10.8%
1.2%
2Q00
12.1%
1.4%
3Q00
13.5%
1.4%
4Q00
14.9%
1.4%
1Q01
17.4%
2.5%
2Q01
18.2%
0.9%
3Q01
19.1%
0.9%
4Q01
21.1%
2.0%
1Q02
22.2%
1.0%
2Q02
23.3%
1.1%
3Q02
24.6%
1.3%
4Q02
26.3%
1.8%
1Q03
27.8%
1.5%
2Q03
29.3%
1.5%
3Q03
31.1%
1.8%
4Q03
33.9%
2.8%
1Q04
35.3%
1.4%
2Q04
36.7%
1.3%
3Q04
38.7%
2.0%
4Q04
41.8%
3.1%
1Q05
46.8%
5.0%
2,500
2,162
N.A .
4,662
65.2%
79.4%
2,848
2,423
N.A .
5,271
68.7%
69.2%
3,197
2,683
N.A .
5,880
71.2%
61.9%
3,545
2,944
N.A .
6,489
73.2%
56.6%
4,397
3,205
N.A .
7,602
76.8%
63.1%
4,645
3,370
N.A .
8,015
77.6%
52.1%
4,893
3,535
N.A .
8,428
78.2%
43.3%
5,272
3,928
140
9,340
79.9%
43.9%
5,651
3,877
300
9,828
80.7%
29.3%
5,880
4,060
423
10,363
81.0%
29.3%
6,167
4,284
550
11,001
81.3%
30.5%
6,415
4,526
905
11,845
81.9%
26.8%
6,598
4,723
1,250
12,571
82.4%
27.9%
6,857
5,016
1,430
13,304
82.4%
28.4%
7,185
5,360
1,625
14,170
82.6%
28.8%
7,662
6,050
1,822
15,534
83.3%
31.1%
7,989
6,270
2,000
16,259
82.7%
29.3%
8,319
6,495
2,121
16,935
82.5%
27.3%
9,089
6,878
1,978
17,945
82.1%
26.6%
9,772
7,719
2,176
19,667
0.0%
26.6%
11,825
8,001
2,359
22,185
0.0%
36.4%
53.6%
46.4%
N.A .
100.0%
54.0%
46.0%
N.A .
100.0%
54.4%
45.6%
N.A .
100.0%
54.6%
45.4%
N.A .
100.0%
57.8%
42.2%
N.A .
100.0%
58.0%
42.0%
N.A .
100.0%
58.1%
41.9%
N.A .
100.0%
56.4%
42.1%
1.5%
100.0%
57.5%
39.4%
3.1%
100.0%
56.7%
39.2%
4.1%
100.0%
56.1%
38.9%
5.0%
100.0%
54.2%
38.2%
7.6%
100.0%
52.5%
37.6%
9.9%
100.0%
51.5%
37.7%
10.8%
100.0%
50.7%
37.8%
11.5%
100.0%
49.3%
38.9%
11.7%
100.0%
49.1%
38.6%
12.3%
100.0%
49.1%
38.4%
12.5%
100.0%
50.6%
38.3%
11.0%
100.0%
49.7%
39.2%
11.1%
100.0%
53.3%
36.1%
10.6%
100.0%
244
273
N.A .
517
111.7%
348
261
N.A .
609
18.0%
349
260
N.A .
609
18.0%
348
261
N.A .
609
18.5%
852
261
N.A .
1,113
115.3%
248
165
N.A .
413
-32.2%
248
165
N.A .
413
-32.2%
379
393
N.A.
912
49.8%
379
(51)
160
488
-56.2%
229
183
123
535
29.5%
287
224
127
638
54.6%
248
242
355
844
-7.4%
183
197
345
726
48.7%
259
293
180
733
37.1%
328
344
195
866
35.7%
477
690
197
1,364
61.5%
327
220
178
725
-0.1%
330
225
121
676
-7.8%
770
383
(143)
1,010
16.6%
683
841
198
1,722
26.3%
2,053
282
183
2,518
247.1%
47%
53%
N.A .
100%
57%
43%
N.A .
100%
57%
43%
N.A .
100%
57%
43%
N.A .
100%
77%
23%
N.A .
100%
60%
40%
N.A .
100%
60%
40%
N.A .
100%
42%
43%
N.A.
100%
78%
-10%
33%
100%
43%
34%
23%
100%
45%
35%
20%
100%
29%
29%
42%
100%
25%
27%
48%
100%
35%
40%
25%
100%
38%
40%
22%
100%
35%
51%
14%
100%
45%
30%
25%
100%
49%
33%
18%
100%
76%
38%
-14%
100%
40%
49%
11%
100%
82%
11%
7%
100%
1.8%
2.2%
0.0%
2.0%
1.8%
2.3%
0.0%
2.0%
1.9%
2.3%
0.0%
2.1%
1.9%
2.4%
0.0%
2.1%
1.9%
2.4%
0.0%
2.1%
2.1%
2.4%
0.0%
2.2%
2.6%
2.4%
0.0%
2.5%
2.5%
2.3%
0.0%
2.4%
2.3%
2.5%
1.2%
2.3%
2.4%
2.6%
1.2%
2.4%
2.6%
2.3%
1.2%
2.4%
2.5%
2.3%
1.8%
2.4%
2.5%
2.3%
2.4%
2.4%
2.8%
2.6%
2.9%
2.7%
3.0%
2.9%
3.3%
3.0%
3.1%
3.0%
3.6%
3.1%
3.0%
3.1%
4.0%
3.2%
2.8%
3.0%
3.8%
3.0%
2.8%
3.0%
3.7%
3.0%
2.8%
2.9%
3.5%
2.9%
2.6%
3.0%
3.4%
2.8%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
132
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
342.77
302.00
N.A .
323.86
-21.3%
0.4%
320.64
283.75
N.A .
303.68
-21.8%
0.9%
298.69
265.50
N.A .
283.54
-22.6%
1.3%
254.01
247.25
N.A .
250.94
-27.4%
1.8%
228.00
229.00
N.A .
228.42
-29.5%
2.4%
223.00
224.00
N.A .
223.42
-26.4%
2.7%
218.00
219.00
N.A .
218.42
-23.0%
2.9%
216.00
215.00
N.A.
212.34
-15.4%
2.8%
213.00
208.00
100.00
207.58
-9.1%
2.6%
212.25
209.00
105.00
206.60
-7.5%
2.7%
211.50
210.00
110.00
205.84
-5.8%
2.8%
210.75
208.00
115.00
202.39
-4.7%
2.8%
210.00
206.00
116.60
199.21
-4.0%
2.9%
209.50
206.50
117.18
198.44
-3.9%
3.1%
209.00
207.00
117.77
197.78
-3.9%
3.8%
208.00
208.00
118.36
197.49
-2.4%
4.1%
204.00
203.00
114.00
192.54
-3.3%
4.4%
202.00
189.00
119.00
186.62
-6.0%
4.5%
199.00
187.00
119.50
185.64
-6.1%
4.6%
197.00
187.00
120.00
184.56
-6.5%
4.7%
186.00
184.00
128.00
179.11
-7.0%
4.8%
256
221
N.A .
240
-14.6%
241
209
N.A .
226
-15.8%
225
197
N.A .
212
-17.2%
193
184
N.A .
189
-23.5%
175
172
N.A .
174
-27.6%
170
167
N.A .
168
-25.4%
164
162
N.A .
163
-23.0%
173
169
N.A.
169
-10.7%
175
168
90
170
-2.1%
171
166
95
166
-1.5%
167
163
99
162
-0.7%
167
162
104
160
-5.2%
171
164
109
162
-4.7%
169
163
114
161
-3.1%
154
150
105
147
-9.4%
152
149
104
145
-9.1%
159
155
109
151
-6.7%
168
154
108
155
-3.5%
155
143
106
145
-1.4%
152
141
104
142
-2.3%
144
140
102
138
-8.5%
1.33
1.36
N.A .
1.35
-8.2%
4.278
40.0%
1.32
1.35
N.A .
1.33
-8.0%
4.525
35.9%
1.31
1.33
N.A .
1.32
-7.7%
4.743
27.9%
1.29
1.31
N.A .
1.30
-6.7%
4.656
15.5%
1.28
1.30
N.A .
1.29
-4.5%
4.828
12.8%
1.28
1.30
N.A .
1.29
-3.1%
5.234
15.7%
1.29
1.31
N.A .
1.30
-1.6%
5.387
13.6%
1.21
1.23
N.A.
1.22
-6.2%
5.659
21.6%
1.18
1.20
1.11
1.19
-7.4%
5.968
23.6%
1.21
1.23
1.11
1.21
-6.1%
6.257
19.6%
1.23
1.25
1.11
1.23
-5.0%
6.596
22.4%
1.23
1.25
1.10
1.23
0.6%
6.936
22.6%
1.19
1.21
1.06
1.19
0.4%
7.296
22.2%
1.20
1.22
1.02
1.20
-1.3%
7.702
23.1%
1.29
1.32
1.12
1.29
4.8%
8.151
23.6%
1.30
1.33
1.13
1.30
5.9%
8.799
26.9%
1.22
1.24
1.05
1.22
1.9%
9.182
25.9%
1.14
1.16
1.09
1.15
-4.0%
9.292
20.6%
1.22
1.24
1.11
1.22
-5.6%
9.713
19.2%
1.23
1.26
1.14
1.24
-4.9%
10.416
18.4%
1.22
1.25
1.23
1.23
1.3%
11.235
22.4%
35.1%
34.0%
N.A .
34.6%
34.7%
33.3%
N.A .
34.0%
34.2%
32.6%
N.A .
33.5%
33.8%
33.3%
N.A .
33.5%
33.3%
33.9%
N.A .
33.6%
33.7%
33.7%
N.A .
33.7%
34.0%
33.4%
N.A .
33.7%
34.3%
32.2%
N.A.
32.9%
34.9%
32.0%
N.A .
33.7%
34.7%
30.0%
N.A .
32.8%
33.0%
29.0%
N.A .
31.4%
33.5%
28.3%
N.A .
31.3%
33.9%
27.6%
N.A.
31.3%
33.7%
28.1%
N.A .
31.3%
33.4%
28.5%
N.A .
31.3%
33.9%
29.2%
N.A .
31.8%
34.3%
29.9%
N.A .
32.4%
33.0%
31.4%
N.A .
32.3%
31.7%
32.8%
N.A .
32.2%
31.9%
33.0%
N.A .
32.4%
35.9%
34.0%
N.A.
35.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
133
1Q00
44.7%
6.3%
2Q00
51.2%
6.4%
3Q00
57.4%
6.2%
4Q00
62.7%
5.3%
1Q01
65.1%
2.5%
2Q01
67.4%
2.2%
3Q01
71.0%
3.7%
4Q01
75.6%
4.6%
1Q02
78.4%
2.7%
2Q02
78.7%
0.4%
3Q02
81.1%
2.3%
4Q02
84.0%
3.0%
1Q03
86.8%
2.8%
2Q03
88.5%
1.6%
3Q03
90.7%
2.2%
4Q03
94.0%
3.3%
1Q04
95.6%
1.5%
2Q04
93.5%
-2.1%
3Q04
95.6%
2.1%
4Q04
98.2%
2.6%
1Q05
100.4%
2.2%
10,260
5,628
1,575
17,463
N.A .
107.2%
11,451
6,260
2,275
19,986
N.A .
100.6%
12,801
6,536
3,100
22,437
N.A .
84.1%
13,669
7,125
3,719
24,513
N.A .
63.4%
14,246
7,148
4,100
25,494
N.A .
46.0%
14,853
7,279
4,250
26,383
N.A .
32.0%
15,621
7,450
4,760
27,831
N.A .
24.0%
16,793
7,636
5,225
29,654
N.A.
21.0%
17,315
7,905
5,525
30,745
N.A .
20.6%
17,624
7,999
5,800
31,423
N.A .
19.1%
18,127
8,225
6,000
32,352
N.A .
16.2%
18,412
8,658
6,460
33,530
N.A .
13.1%
18,694
9,096
6,851
34,641
N.A.
12.7%
18,877
9,184
7,230
35,291
60.4%
12.3%
19,108
9,399
7,667
36,174
59.3%
11.8%
19,661
9,685
8,161
37,507
58.4%
11.9%
19,939
9,705
8,474
38,118
57.6%
10.0%
18,639
9,956
8,688
37,283
54.8%
5.6%
18,697
10,452
8,971
38,120
54.4%
5.4%
18,977
10,909
9,275
39,161
52.6%
4.4%
19,077
11,472
N.A.
40,027
52.2%
5.0%
58.8%
32.2%
9.0%
100.0%
57.3%
31.3%
11.4%
100.0%
57.1%
29.1%
13.8%
100.0%
55.8%
29.1%
15.2%
100.0%
55.9%
28.0%
16.1%
100.0%
56.3%
27.6%
16.1%
100.0%
56.1%
26.8%
17.1%
100.0%
56.6%
25.8%
17.6%
100.0%
56.3%
25.7%
18.0%
100.0%
56.1%
25.5%
18.5%
100.0%
56.0%
25.4%
18.5%
100.0%
54.9%
25.8%
19.3%
100.0%
54.0%
26.3%
19.8%
100.0%
53.5%
26.0%
20.5%
100.0%
52.8%
26.0%
21.2%
100.0%
52.4%
25.8%
21.8%
100.0%
52.3%
25.5%
22.2%
100.0%
50.0%
26.7%
23.3%
100.0%
49.0%
27.4%
23.5%
100.0%
48.5%
27.9%
23.7%
100.0%
47.7%
28.7%
N.A.
100.0%
1,208
690
561
2,459
180.7%
1,191
632
700
2,523
64.2%
1,350
276
825
2,451
10.2%
868
589
619
2,076
-26.3%
577
23
381
981
-60.1%
607
132
150
889
-64.8%
768
170
510
1,448
-40.9%
1,172
187
465
1,824
-12.2%
522
269
300
1,091
11.2%
309
94
275
678
-23.8%
503
226
200
929
-35.8%
285
433
460
1,178
-35.4%
282
438
391
1,111
1.9%
183
88
379
650
-4.1%
231
215
437
883
-5.0%
553
286
494
1,333
13.2%
278
(1,300)
20
251
313
214
611
(835)
-45.0% -228.5%
58
496
283
837
-5.2%
280
457
304
1,041
-21.9%
100
563
N.A.
866
41.7%
49%
28%
23%
100%
47%
25%
28%
100%
55%
11%
34%
100%
42%
28%
30%
100%
59%
2%
39%
100%
68%
15%
17%
100%
53%
12%
35%
100%
64%
10%
25%
100%
48%
25%
28%
100%
46%
14%
41%
100%
54%
24%
22%
100%
24%
37%
39%
100%
25%
39%
35%
100%
28%
14%
58%
100%
26%
24%
49%
100%
41%
21%
37%
100%
45%
3%
51%
100%
156%
-30%
-26%
100%
7%
59%
34%
100%
27%
44%
29%
100%
12%
65%
N.A.
100%
N.A .
N.A .
N.A .
N.A .
2.3%
N.A .
N.A .
2.3%
2.2%
N.A .
N.A .
2.2%
2.1%
N.A .
N.A .
2.1%
2.0%
N.A .
N.A .
2.0%
1.6%
N.A .
N.A .
1.6%
1.3%
N.A .
N.A .
1.3%
1.1%
N.A.
N.A.
1.1%
1.0%
N.A .
N.A .
1.0%
1.0%
N.A .
N.A .
1.0%
1.0%
N.A .
N.A .
1.0%
1.0%
N.A .
N.A .
1.0%
1.0%
N.A.
N.A.
1.0%
0.8%
N.A .
N.A .
0.8%
1.0%
2.0%
N.A .
1.3%
0.9%
2.0%
N.A .
1.2%
1.1%
2.0%
N.A .
1.4%
N.M.
2.0%
N.A .
0.7%
1.7%
2.0%
N.A .
1.8%
1.7%
1.8%
N.A .
1.7%
1.7%
1.8%
N.A.
1.3%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
134
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
34.17
32.00
27.50
32.73
-16.4%
5.2%
34.03
31.50
27.25
32.36
-10.6%
6.4%
31.00
31.00
27.00
30.39
-8.6%
8.1%
30.81
31.00
27.00
30.25
-11.5%
9.3%
30.54
30.75
26.50
29.95
-8.5%
10.0%
31.36
30.75
26.50
30.37
-6.2%
9.9%
29.45
30.75
26.00
29.18
-4.0%
10.2%
28.00
30.92
27.00
28.57
-5.6%
11.0%
28.80
32.20
27.50
29.43
-1.7%
11.1%
31.10
31.00
30.00
30.87
1.7%
11.4%
28.20
30.00
27.00
28.43
-2.5%
11.3%
27.60
29.80
26.00
27.86
-2.5%
11.8%
29.50
31.80
28.00
29.79
1.2%
11.6%
31.40
31.00
29.00
30.79
-0.3%
11.7%
30.10
30.40
28.30
29.79
4.8%
12.2%
29.50
32.50
26.70
29.64
6.4%
12.6%
33.00
35.70
27.70
32.49
9.0%
12.9%
35.00
36.70
33.07
35.01
13.7%
12.3%
33.40
34.20
27.60
32.25
8.3%
14.1%
32.90
33.00
N.A.
31.67
6.9%
13.7%
110
N.A .
N.A .
110
-10.6%
109
N.A .
N.A .
109
-8.4%
103
N.A .
N.A .
103
-10.1%
102
N.A .
N.A .
102
-8.1%
106
N.A .
N.A .
106
-3.6%
108
N.A .
N.A .
108
-0.9%
102
N.A.
N.A.
102
-1.7%
97
N.A .
N.A .
97
-4.5%
105
N.A .
N.A .
105
-1.0%
109
N.A .
N.A .
109
0.9%
108
N.A .
N.A .
108
5.7%
106
N.A.
N.A.
106
8.9%
116
N.A .
N.A .
116
10.3%
120
N.A .
N.A .
120
10.1%
118
N.A .
N.A .
118
10.0%
116
N.A .
N.A .
116
9.0%
132
N.A .
N.A .
132
14.1%
138
N.A .
N.A .
138
15.0%
135
N.A .
N.A .
135
13.8%
135
N.A.
N.A.
135
16.4%
0.29
N.A .
N.A .
0.28
-10.2%
1.839
70.2%
0.29
N.A .
N.A .
0.28
-6.8%
2.059
71.2%
0.27
N.A .
N.A .
0.27
-4.1%
2.140
57.8%
0.27
N.A .
N.A .
0.27
-8.9%
2.254
35.4%
0.25
N.A .
N.A .
0.25
-9.9%
2.309
25.6%
0.26
N.A .
N.A .
0.25
-8.8%
2.529
22.8%
0.26
N.A.
N.A.
0.26
-4.6%
2.426
13.3%
0.25
N.A .
N.A .
0.26
-2.9%
2.570
14.0%
0.24
N.A .
N.A .
0.25
-1.8%
2.751
19.2%
0.25
N.A .
N.A .
0.25
-0.9%
2.966
17.3%
0.23
N.A .
N.A .
0.23
-8.9%
2.799
15.4%
0.23
N.A.
N.A.
0.23
-11.3%
2.825
9.9%
0.22
N.A .
N.A .
0.23
-8.8%
3.085
12.1%
0.23
N.A .
N.A .
0.23
-9.7%
3.383
14.0%
0.22
N.A .
N.A .
0.22
-5.8%
3.272
16.9%
0.22
N.A .
N.A .
0.22
-3.2%
3.261
15.4%
0.22
N.A .
N.A .
0.21
-5.8%
3.477
12.7%
0.22
N.A .
N.A .
0.22
-1.8%
3.946
16.7%
0.21
N.A .
N.A .
0.21
-6.9%
3.697
13.0%
0.21
N.A.
N.A.
0.20
-9.4%
3.688
13.1%
36.8%
22.0%
-40.0%
23.4%
38.9%
22.0%
-15.0%
26.5%
31.0%
24.0%
-5.0%
23.5%
44.9%
26.0%
9.0%
33.8%
48.3%
33.0%
13.0%
38.4%
55.2%
35.0%
17.0%
43.3%
47.0%
36.5%
22.0%
39.9%
49.8%
38.0%
29.0%
43.0%
53.2%
35.0%
28.0%
43.9%
52.5%
37.0%
28.0%
44.0%
50.7%
36.5%
26.8%
42.4%
55.1%
37.0%
32.0%
45.8%
53.2%
38.6%
28.5%
44.3%
54.6%
38.6%
29.5%
45.1%
48.0%
34.1%
26.0%
39.6%
53.3%
34.1%
31.5%
43.6%
52.2%
36.3%
31.7%
43.2%
53.2%
36.3%
35.6%
44.4%
46.9%
35.3%
28.9%
39.4%
47.6%
35.3%
N.A.
40.1%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
135
1Q00
60.6%
2.6%
2Q00
64.8%
4.2%
3Q00
68.6%
3.8%
4Q00
72.6%
3.9%
1Q01
73.6%
1.1%
2Q01
75.5%
1.9%
3Q01
78.2%
2.7%
4Q01
79.4%
1.2%
1Q02
82.9%
3.5%
2Q02
85.4%
2.6%
3Q02
87.4%
2.0%
4Q02
89.7%
2.3%
1Q03
93.0%
3.3%
2Q03
94.9%
1.9%
3Q03
96.9%
2.0%
4Q03
98.8%
1.9%
1Q04
102.3%
3.5%
2Q04
105.2%
2.9%
3Q04
107.8%
2.7%
4Q04
109.2%
1.4%
1Q05
110.9%
1.7%
2,786
1,696
885
N.A .
5,367
N.A .
12.2%
2,985
1,816
941
N.A .
5,742
N.A .
25.3%
3,174
1,952
957
N.A .
6,083
N.A .
26.2%
3,305
2,132
994
N.A .
6,431
N.A .
25.3%
3,319
2,200
1,013
N.A .
6,532
N.A .
21.7%
3,394
2,271
1,040
N.A .
6,705
N.A .
16.8%
3,478
2,400
1,072
N.A .
6,950
N.A .
14.3%
3,513
2,442
1,109
N.A.
7,064
N.A.
9.8%
3,550
2,671
1,163
N.A .
7,384
N.A .
13.0%
3,571
2,757
1,222
N.A .
7,550
N.A .
12.6%
3,629
2,900
1,269
N.A .
7,798
N.A .
12.2%
3,692
3,000
1,311
N.A .
8,003
N.A .
13.3%
3,773
3,100
1,325
N.A.
8,198
N.A.
11.0%
3,798
3,225
1,343
1
8,367
57.2%
10.8%
3,879
3,275
1,380
3
8,537
57.6%
9.5%
3,969
3,300
1,422
9
8,700
58.7%
8.7%
4,148
3,400
1,438
19
9,005
59.3%
9.8%
4,262
3,400
1,479
114
9,255
59.1%
10.6%
4,402
3,400
1,530
155
9,487
59.7%
11.1%
4,383
3,450
1,574
198
9,605
59.2%
10.4%
4,406
3,500
1,541
308
9,755
58.8%
8.3%
51.9%
31.6%
16.5%
N.A .
100.0%
52.0%
31.6%
16.4%
N.A .
100.0%
52.2%
32.1%
15.7%
N.A .
100.0%
51.4%
33.2%
15.5%
N.A .
100.0%
50.8%
33.7%
15.5%
N.A .
100.0%
50.6%
33.9%
15.5%
N.A .
100.0%
50.0%
34.5%
15.4%
N.A .
100.0%
49.7%
34.6%
15.7%
N.A.
100.0%
48.1%
36.2%
15.8%
N.A .
100.0%
47.3%
36.5%
16.2%
N.A .
100.0%
46.5%
37.2%
16.3%
N.A .
100.0%
46.1%
37.5%
16.4%
N.A .
100.0%
46.0%
37.8%
16.2%
N.A.
100.0%
45.4%
38.5%
16.1%
0.0%
100.0%
45.4%
38.4%
16.2%
0.0%
100.0%
45.6%
37.9%
16.3%
0.1%
100.0%
46.1%
37.8%
16.0%
0.2%
100.0%
46.0%
36.7%
16.0%
1.2%
100.0%
46.4%
35.8%
16.1%
1.6%
100.0%
45.6%
35.9%
16.4%
2.1%
100.0%
45.2%
35.9%
15.8%
3.2%
100.0%
140
55
39
N.A .
234
-61.5%
199
120
56
N.A .
375
N.M.
189
136
16
N.A .
341
43.9%
131
180
37
N.A .
348
10.8%
14
68
19
N.A .
101
-56.8%
75
71
27
N.A .
173
-53.9%
84
129
32
N.A .
245
-28.2%
35
42
37
N.A.
114
-67.2%
37
229
54
N.A .
320
216.8%
21
86
59
N.A .
166
-4.0%
58
143
47
N.A .
248
1.2%
63
100
42
N.A .
205
79.8%
81
100
14
N.A.
195
-39.1%
25
125
18
1
169
1.9%
81
50
37
2
170
-31.5%
90
25
42
6
163
-20.6%
179
100
16
10
305
56.6%
114
0
41
95
250
48.1%
140
0
51
40
231
36.0%
(19)
50
44
43
118
-27.2%
23
50
(33)
110
150
-50.8%
60%
24%
17%
0%
100%
53%
32%
15%
0%
100%
55%
40%
5%
0%
100%
38%
52%
11%
0%
100%
14%
67%
19%
0%
100%
43%
41%
16%
0%
100%
34%
53%
13%
0%
100%
31%
37%
32%
0%
100%
12%
72%
17%
0%
100%
13%
52%
36%
0%
100%
23%
58%
19%
0%
100%
31%
49%
20%
0%
100%
42%
51%
7%
0%
100%
15%
74%
11%
1%
100%
48%
29%
22%
1%
100%
55%
15%
26%
4%
100%
59%
33%
5%
3%
100%
46%
0%
16%
38%
100%
61%
0%
22%
17%
100%
-16%
42%
37%
37%
100%
15%
33%
-22%
73%
100%
0.7%
N.A .
N.A .
N.A .
0.7%
0.7%
N.A .
N.A .
N.A .
0.7%
0.7%
N.A .
N.A .
N.A .
0.7%
0.7%
N.A .
N.A .
N.A .
0.7%
0.8%
N.A .
N.A .
N.A .
0.8%
0.6%
N.A .
N.A .
N.A .
0.6%
0.6%
N.A .
N.A .
N.A .
0.6%
0.8%
N.A.
N.A.
N.A.
0.8%
0.9%
N.A .
N.A .
N.A .
0.9%
0.9%
N.A .
N.A .
N.A .
0.9%
1.1%
N.A .
N.A .
N.A .
1.1%
1.1%
N.A .
N.A .
N.A .
1.1%
0.9%
N.A.
N.A.
N.A.
0.9%
0.8%
N.A .
N.A .
N.A .
0.8%
1.0%
N.A .
N.A .
N.A .
1.0%
1.0%
N.A .
N.A .
N.A .
1.0%
0.7%
N.A .
N.A .
N.A .
0.7%
1.1%
N.A .
N.A .
N.A .
1.1%
0.8%
N.A .
N.A .
N.A .
0.8%
0.9%
N.A .
N.A .
N.A .
0.9%
1.0%
N.A.
N.A.
N.A.
1.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
136
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
314.00
209.00
442.00
N.A .
301.93
-2.6%
1.0%
306.00
213.00
449.00
N.A .
300.02
-8.9%
2.0%
304.00
233.00
449.00
N.A .
304.03
-7.7%
2.0%
303.00
220.00
479.00
N.A .
302.69
-6.1%
3.0%
273.00
201.00
436.00
N.A .
274.03
-9.2%
4.0%
280.00
210.00
455.00
N.A .
283.43
-5.5%
4.0%
303.00
213.00
452.00
N.A .
294.90
-3.0%
4.5%
289.00
203.00
437.00
N.A.
282.51
-6.7%
4.5%
262.00
182.00
410.00
N.A .
256.37
-6.4%
5.0%
283.00
194.00
420.00
N.A .
272.67
-3.8%
5.0%
293.00
200.00
411.00
N.A .
277.62
-5.9%
6.0%
281.00
187.00
394.00
N.A .
264.27
-6.5%
6.0%
237.00
168.00
396.00
N.A.
236.61
-7.7%
6.0%
263.00
178.00
384.00
N.A .
249.66
-8.4%
6.0%
270.00
178.00
381.00
N.A .
252.64
-9.0%
6.0%
252.00
164.00
378.00
N.A .
239.20
-9.5%
6.0%
225.00
156.00
366.00
N.A .
221.46
-6.4%
7.0%
230.00
161.00
354.00
N.A .
224.40
-10.1%
7.1%
234.00
166.00
341.00
N.A .
226.77
-10.2%
7.1%
220.00
144.00
328.00
N.A .
210.20
-12.1%
7.1%
205.00
146.00
366.00
N.A.
209.40
-5.4%
7.2%
117
78
132
N.A .
107
2.5%
126
91
148
N.A .
118
8.0%
123
87
145
N.A .
115
1.3%
124
79
157
N.A .
114
-0.3%
119
83
152
N.A .
112
4.6%
130
85
169
N.A .
121
1.9%
131
96
156
N.A .
123
6.7%
129
99
156
N.A.
123
7.8%
121
100
151
N.A .
118
5.5%
139
97
165
N.A .
128
5.9%
135
95
149
N.A .
122
-0.3%
127
89
150
N.A .
117
-5.3%
121
83
146
N.A.
111
-6.4%
132
89
150
N.A .
118
-7.5%
131
87
150
N.A .
117
-4.3%
129
84
150
N.A .
115
-1.1%
125
83
147
N.A .
112
1.6%
136
92
151
N.A .
122
3.2%
132
93
151
N.A .
121
3.2%
132
104
154
N.A .
125
8.8%
126
106
154
N.A.
123
9.6%
2.66
2.65
3.32
N.A .
2.79
-5.9%
4.755
14.2%
2.38
2.30
2.98
N.A .
2.48
-17.3%
4.999
8.1%
2.42
2.61
3.03
N.A .
2.59
-10.8%
5.393
16.1%
2.37
2.70
2.96
N.A .
2.57
-7.7%
5.682
18.1%
2.20
2.32
2.75
N.A .
2.35
-15.9%
4.826
1.5%
2.07
2.37
2.58
N.A .
2.25
-9.2%
5.228
4.6%
2.22
2.11
2.75
N.A .
2.29
-11.4%
5.703
5.8%
2.15
1.94
2.66
N.A.
2.19
-14.7%
5.578
-1.8%
2.06
1.73
2.57
N.A .
2.06
-12.2%
5.437
12.6%
1.93
1.90
2.42
N.A .
2.03
-10.1%
5.822
11.4%
2.04
1.98
2.59
N.A .
2.13
-7.0%
6.057
6.2%
2.08
1.98
2.47
N.A .
2.13
-2.8%
5.791
3.8%
1.84
1.90
2.55
N.A.
2.01
-2.5%
5.587
2.8%
1.87
1.88
2.41
N.A .
1.98
-2.1%
6.016
3.3%
1.94
1.92
2.39
N.A .
2.03
-4.9%
6.195
2.3%
1.84
1.84
2.37
N.A .
1.95
-8.5%
5.987
3.4%
1.67
1.75
2.32
N.A .
1.83
-8.8%
5.581
-0.1%
1.57
1.63
2.18
N.A .
1.71
-13.8%
5.843
-2.9%
1.65
1.66
2.10
N.A
1.74
-14.0%
6.035
-2.6%
1.55
1.29
1.98
N.A
1.56
-20.1%
5.675
-5.2%
1.51
1.28
2.21
N.A
1.58
-13.7%
5.255
-5.8%
40.5%
N.A .
43.0%
N.A .
41.1%
29.5%
N.A .
41.6%
N.A .
32.4%
40.6%
N.A .
45.5%
N.A .
41.8%
40.9%
50.0%
44.1%
N.A .
44.4%
44.7%
53.0%
41.1%
N.A .
46.9%
43.0%
53.0%
42.2%
N.A .
46.3%
46.3%
58.0%
44.6%
N.A .
50.1%
43.6%
53.0%
42.0%
N.A.
46.6%
41.6%
55.0%
42.3%
N.A .
46.5%
40.8%
56.2%
44.0%
N.A .
46.9%
46.7%
56.3%
44.6%
N.A .
49.9%
46.7%
53.0%
39.4%
N.A .
47.8%
44.3%
49.8%
37.0%
N.A.
45.2%
49.2%
50.0%
34.0%
N.A .
47.1%
45.5%
52.6%
34.0%
N.A .
46.4%
40.5%
47.6%
32.0%
N.A .
41.8%
40.9%
46.8%
34.0%
N.A .
42.0%
40.7%
44.1%
35.1%
N.A .
41.1%
47.3%
46.0%
35.0%
N.A .
44.8%
40.9%
43.8%
35.1%
N.A .
41.0%
41.4%
44.8%
35.0%
N.A.
41.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
137
1Q00
49.0%
6.4%
2Q00
55.9%
7.0%
3Q00
61.7%
5.8%
4Q00
62.2%
0.5%
1Q01
64.8%
2.6%
2Q01
68.0%
3.2%
3Q01
70.4%
2.5%
4Q01
70.3%
-0.1%
1Q02
75.3%
5.0%
2Q02
77.1%
1.8%
3Q02
79.1%
2.1%
4Q02
79.6%
0.5%
1Q03
78.8%
-0.8%
2Q03
79.9%
1.2%
3Q03
81.8%
1.8%
4Q03
83.9%
2.2%
1Q04
84.8%
0.8%
2Q04
86.4%
1.6%
3Q04
87.7%
1.3%
4Q04
87.2%
-0.5%
1Q05
88.2%
1.0%
2,456
450
600
3,506
N.A .
95.9%
2,729
600
675
4,004
N.A .
78.8%
2,976
750
690
4,416
N.A .
78.0%
3,068
800
584
4,452
N.A .
46.1%
3,310
811
524
4,645
N.A .
32.5%
3,427
859
585
4,871
N.A .
21.7%
3,511
881
656
5,048
N.A .
14.3%
3,373
925
743
5,041
N.A.
13.2%
3,429
956
1,010
5,395
N.A .
16.1%
3,488
988
1,045
5,521
N.A .
13.3%
3,542
1,040
1,087
5,669
N.A .
12.3%
3,605
963
1,134
5,702
N.A .
13.1%
3,634
988
1,018
5,640
N.A.
4.5%
3,675
1,003
1,045
5,723
41.0%
3.7%
3,736
1,055
1,062
5,853
41.2%
3.2%
3,815
1,085
1,108
6,008
41.4%
5.4%
3,838
1,104
1,125
6,067
41.1%
7.6%
3,898
1,116
1,167
6,181
41.0%
8.0%
3,945
1,126
1,204
6,275
40.8%
7.2%
3,908
1,137
1,190
6,235
40.4%
3.8%
3,983
1,126
1,199
6,308
40.8%
4.0%
70.1%
12.8%
17.1%
100.0%
68.2%
15.0%
16.9%
100.0%
67.4%
17.0%
15.6%
100.0%
68.9%
18.0%
13.1%
100.0%
71.3%
17.5%
11.3%
100.0%
70.4%
17.6%
12.0%
100.0%
69.6%
17.5%
13.0%
100.0%
66.9%
18.3%
14.7%
100.0%
63.6%
17.7%
18.7%
100.0%
63.2%
17.9%
18.9%
100.0%
62.5%
18.3%
19.2%
100.0%
63.2%
16.9%
19.9%
100.0%
64.4%
17.5%
18.0%
100.0%
64.2%
17.5%
18.3%
100.0%
63.8%
18.0%
18.1%
100.0%
63.5%
18.1%
18.4%
100.0%
63.3%
18.2%
18.5%
100.0%
63.1%
18.1%
18.9%
100.0%
62.9%
17.9%
19.2%
100.0%
62.7%
18.2%
19.1%
100.0%
63.1%
17.9%
19.0%
100.0%
174
150
135
459
289.0%
273
150
75
498
10.7%
247
150
15
412
71.0%
92
50
(106)
36
-93.6%
242
11
(60)
193
-58.0%
117
48
61
226
-54.6%
84
22
71
177
-57.0%
(138)
44
87
(7)
N.M.
56
31
267
354
83.4%
59
32
35
126
-44.2%
54
52
42
148
-16.4%
63
(77)
47
33
N.M.
29
25
(116)
(62)
N.M.
41
15
27
83
-34.1%
61
52
17
130
-12.2%
79
30
46
155
369.7%
23
19
17
59
N.M.
60
12
42
114
37.3%
47
10
37
94
-27.7%
(37)
11
(14)
(40)
N.M.
75
(11)
9
73
23.7%
38%
33%
29%
100%
55%
30%
15%
100%
60%
36%
4%
100%
256%
139%
-294%
100%
125%
6%
-31%
100%
52%
21%
27%
100%
47%
12%
40%
100%
N.M.
N.M.
N.M.
100%
16%
9%
75%
100%
47%
25%
28%
100%
36%
35%
28%
100%
191%
-233%
142%
100%
N.M.
N.M.
N.M.
100%
49%
18%
33%
100%
47%
40%
13%
100%
51%
19%
30%
100%
39%
32%
29%
100%
53%
11%
37%
100%
50%
11%
39%
100%
N.M.
N.M.
N.M.
100%
103%
-15%
12%
100%
2.2%
N.A .
N.A .
N.A .
2.2%
N.A .
N.A .
N.A .
2.2%
N.A .
N.A .
N.A .
2.2%
N.A .
N.A .
N.A .
1.8%
N.A .
4.0%
4.0%
1.8%
N.A .
2.7%
2.7%
1.8%
N.A .
2.6%
2.6%
1.8%
N.A.
2.5%
2.5%
1.8%
N.A .
2.4%
2.4%
1.4%
N.A .
2.4%
2.4%
1.4%
N.A .
2.3%
2.3%
1.4%
N.A .
2.3%
2.3%
1.3%
N.A.
2.2%
2.2%
1.2%
N.A .
2.2%
2.2%
1.2%
N.A .
N.A .
1.2%
1.2%
N.A .
N.A .
1.2%
1.0%
N.A .
N.A .
1.0%
1.0%
N.A .
N.A .
1.0%
1.0%
N.A .
N.A .
1.0%
1.8%
N.A .
N.A .
1.8%
0.6%
N.A.
N.A.
0.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
138
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
84.00
85.75
71.25
82.87
N.A .
N.A .
83.00
75.65
67.42
79.83
N.A .
N.A .
83.00
77.95
65.18
79.80
N.A .
9.4%
84.00
74.01
86.20
82.49
N.A.
9.6%
83.00
74.67
76.41
80.29
-3.1%
11.6%
85.00
78.32
63.82
79.80
0.0%
11.7%
90.00
82.27
60.45
82.92
3.9%
11.8%
84.00
84.00
60.00
79.23
-4.0%
12.4%
79.00
88.70
75.90
80.14
-0.2%
11.5%
80.00
89.90
81.36
81.98
2.7%
11.4%
82.00
92.00
81.57
83.72
1.0%
11.4%
81.00
92.00
81.67
83.11
4.9%
11.8%
79.00
90.90
84.37
82.16
2.5%
15.6%
82.00
87.40
82.19
83.01
1.3%
14.3%
83.00
85.60
81.50
83.18
-0.7%
14.9%
78.00
87.00
80.00
80.02
-3.7%
15.7%
77.00
86.33
77.51
78.76
-4.1%
16.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
116
N.A.
N.A.
116
N.A.
126
N.A .
N.A .
126
N.A .
125
N.A .
N.A .
125
N.A .
107
N.A .
N.A .
107
N.A .
116
N.A .
N.A .
116
0.0%
119
N.A .
N.A .
119
-5.7%
120
N.A .
N.A .
120
-3.9%
116
N.A .
N.A .
116
8.3%
112
N.A.
N.A.
112
-3.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1.131
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1.140
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
1.187
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
1.248
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
1.257
11.2%
N.A .
N.A .
N.A .
N.A .
N.A .
1.307
14.7%
N.A .
N.A .
N.A .
N.A .
N.A .
1.392
17.2%
N.A .
N.A .
N.A .
N.A .
N.A .
1.351
8.2%
0.61
N.A.
N.A.
0.61
N.A.
1.312
4.4%
0.56
N.A .
N.A .
0.58
N.A .
1.359
4.0%
0.58
N.A .
N.A .
0.59
N.A .
1.423
2.2%
0.67
N.A .
N.A .
0.68
N.A .
1.395
3.2%
0.58
N.A .
N.A .
0.60
-2.3%
1.395
6.3%
0.59
N.A .
N.A .
0.60
3.7%
1.454
7.0%
0.59
N.A .
N.A .
0.59
-0.8%
1.495
5.1%
0.57
N.A .
N.A .
0.58
-15.0%
1.452
4.1%
0.57
N.A.
N.A.
0.59
-2.0%
1.441
3.3%
51.3%
N.A .
N.A .
37.1%
37.9%
N.A .
N.A .
27.4%
42.2%
N.A .
N.A .
30.5%
39.4%
N.A .
N.A .
28.5%
49.9%
10.7%
-11.9%
36.1%
46.1%
10.7%
-4.3%
33.8%
45.9%
-8.0%
2.0%
30.8%
46.6%
-8.0%
4.0%
30.3%
48.8%
6.8%
4.0%
33.0%
49.2%
6.8%
10.7%
34.3%
49.8%
9.0%
13.0%
35.3%
44.3%
9.0%
14.0%
32.3%
51.8%
18.4%
20.0%
40.2%
52.1%
23.1%
25.0%
42.1%
46.6%
28.0%
23.5%
39.0%
44.9%
33.0%
23.1%
38.7%
45.0%
28.5%
24.0%
38.1%
46.1%
29.3%
25.2%
39.1%
47.0%
32.5%
25.9%
40.3%
43.4%
32.5%
26.3%
38.1%
49.0%
32.5%
26.6%
41.8%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
139
1Q00
N.A .
N.A .
2Q00
66.4%
N.A .
3Q00
72.5%
6.1%
4Q00
80.5%
8.0%
1Q01
86.2%
5.8%
2Q01
91.1%
4.9%
3Q01
94.0%
2.9%
4Q01
96.8%
2.8%
1Q02
100.3%
3.4%
2Q02
102.8%
2.5%
3Q02
105.3%
2.5%
4Q02
106.5%
1.2%
1Q03
110.0%
3.5%
2Q03
111.6%
1.6%
3Q03
112.3%
0.7%
4Q03
111.6%
-0.7%
1Q04
104.8%
-6.8%
2Q04
102.1%
-2.7%
3Q04
98.9%
-3.2%
4Q04
95.3%
-3.6%
1Q05
93.4%
-1.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
3,832
5,363
5,488
14,683
N.A .
N.A .
4,190
5,852
6,013
16,055
N.A .
N.A .
4,662
6,293
6,919
17,874
N.A .
N.A .
5,010
6,602
7,567
19,179
N.A .
N.A .
5,448
6,940
7,905
20,293
N.A .
38.2%
5,917
6,979
8,071
20,967
N.A .
30.6%
6,233
7,191
8,208
21,633
N.A.
21.0%
6,537
7,456
8,430
22,423
N.A .
16.9%
6,940
7,652
8,419
23,010
N.A .
13.4%
7,186
8,239
8,178
23,603
N.A .
12.6%
7,422
8,837
7,647
23,905
N.A .
10.5%
7,619
9,399
7,720
24,738
35.0%
10.3%
7,765
9,601
7,745
25,110
34.9%
9.1%
7,963
9,434
7,879
25,275
35.4%
7.1%
8,050
9,162
7,929
25,141
35.6%
5.2%
8,079
8,319
7,232
23,630
24.4%
-4.5%
8,084
8,062
6,901
23,047
24.0%
-8.2%
8,283
7,472
6,577
22,332
20.0%
-11.6%
8,191
6,842
6,491
21,524
17.4%
-14.4%
8,166
6,625
6,333
21,124
15.7%
-10.6%
N.A .
N.A .
N.A .
N.A .
26.1%
36.5%
37.4%
100.0%
26.1%
36.4%
37.5%
100.0%
26.1%
35.2%
38.7%
100.0%
26.1%
34.4%
39.5%
100.0%
26.8%
34.2%
39.0%
100.0%
28.2%
33.3%
38.5%
100.0%
28.8%
33.2%
37.9%
100.0%
29.2%
33.3%
37.6%
100.0%
30.2%
33.3%
36.6%
100.0%
30.4%
34.9%
34.6%
100.0%
31.0%
37.0%
32.0%
100.0%
30.8%
38.0%
31.2%
100.0%
30.9%
38.2%
30.8%
100.0%
31.5%
37.3%
31.2%
100.0%
32.0%
36.4%
31.5%
100.0%
34.2%
35.2%
30.6%
100.0%
35.1%
35.0%
29.9%
100.0%
37.1%
33.5%
29.5%
100.0%
38.1%
31.8%
30.2%
100.0%
38.7%
31.4%
30.0%
100.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
358
489
525
1,372
N.A .
472
441
906
1,819
N.A .
348
309
648
1,305
N.A .
438
338
338
1,114
N.A .
469
39
166
674
-50.9%
316
213
137
666
-63.4%
303
264
222
790
-39.5%
403
196
(11)
587
-47.3%
247
587
(241)
593
-12.1%
235
598
(531)
302
-54.6%
198
562
73
833
5.4%
145
201
25
372
-36.7%
198
(167)
134
165
-72.1%
87
(272)
50
(135)
N.M.
30
(843)
(697)
(1,510)
N.M.
5
(257)
(331)
(583)
N.M.
199
(590)
(324)
(715)
N.M.
(92)
(630)
(86)
(808)
N.M.
(25)
(217)
(158)
(400)
N.M.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
26%
36%
38%
100%
26%
24%
50%
100%
27%
24%
50%
100%
39%
30%
30%
100%
70%
6%
25%
100%
48%
32%
21%
100%
38%
33%
28%
100%
69%
33%
-2%
100%
42%
99%
-41%
100%
78%
198%
-176%
100%
24%
68%
9%
100%
39%
54%
7%
100%
120%
-101%
81%
100%
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
100%
N.M.
N.M.
N.M.
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
3.4%
3.4%
N.A .
N.A .
2.4%
2.4%
N.A .
N.A .
1.7%
1.7%
1.5%
N.A.
2.3%
1.9%
1.3%
N.A .
2.5%
1.9%
1.7%
N.A .
2.8%
2.3%
1.1%
N.A .
3.8%
2.5%
1.5%
N.A .
3.1%
2.3%
1.5%
N.A.
3.7%
2.6%
1.4%
N.A .
3.6%
2.5%
1.0%
N.A .
3.5%
2.3%
2.0%
6.1%
2.5%
3.7%
2.0%
4.3%
4.2%
3.5%
2.0%
3.9%
2.9%
2.9%
2.1%
5.2%
4.2%
3.8%
2.1%
4.9%
3.6%
3.5%
1.4%
2.9%
3.5%
2.5%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
140
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A . 1028.95
N.A . 921.47
N.A . 689.61
N.A . 862.86
N.A .
N.A .
N.A .
N.A .
937.08
866.73
794.72
858.12
N.A .
1.5%
900.79
815.00
745.85
810.61
N.A .
2.0%
811.46
777.85
635.31
730.39
N.A .
2.5%
898.86
759.31
537.56
710.40
-17.7%
2.8%
870.20
765.13
508.67
696.06
-18.9%
3.0%
813.21
687.13
499.96
652.44
-19.5%
3.8%
779.41
691.33
528.82
655.91
-10.2%
2.9%
776.12
678.18
556.21
663.09
-6.7%
3.3%
768.79
646.02
580.08
660.55
-5.1%
3.6%
710.11
584.16
613.76
632.73
-3.0%
3.7%
699.02
553.57
626.94
621.26
-5.3%
3.6%
709.09
543.63
642.23
625.21
-5.7%
3.7%
721.70
577.83
662.75
649.62
-1.7%
4.0%
678.00
566.68
676.84
637.07
0.7%
4.2%
703.90
579.55
730.64
668.31
7.6%
4.4%
715.00
609.64
778.72
697.22
11.5%
4.6%
732.00
667.20
823.62
737.30
13.5%
4.6%
698.00
707.51
845.62
745.54
17.0%
4.9%
658.00
742.00
872.00
748.50
12.0%
5.8%
N.A .
N.A .
N.A .
N.A .
N.A .
209
179
117
164
N.A .
200
170
114
157
N.A .
193
166
113
153
N.A .
182
168
109
148
N.A .
201
162
101
149
-9.1%
197
156
106
148
-5.3%
190
150
113
147
-3.4%
188
144
124
150
0.7%
185
148
133
154
3.2%
182
148
141
156
5.1%
173
141
155
155
5.3%
169
133
172
156
4.5%
170
135
186
161
5.1%
181
138
195
169
8.5%
180
141
197
171
10.3%
180
150
236
186
19.3%
185
154
214
183
13.4%
190
163
217
189
11.5%
178
186
228
196
14.2%
178
189
241
200
7.5%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
4.93
5.14
5.90
5.27
N.A .
38.009
N.A .
4.68
5.10
6.88
5.39
N.A .
39.566
N.A .
4.67
4.91
6.47
5.21
N.A .
41.255
N.A .
4.46
4.63
5.67
4.80
N.A .
40.595
N.A .
4.48
4.68
5.17
4.64
-11.9%
42.062
10.7%
4.41
4.91
4.64
4.55
-15.6%
43.080
8.9%
4.28
4.57
4.27
4.26
-18.2%
41.691
1.1%
4.08
4.79
4.09
4.30
-10.3%
43.345
6.8%
4.12
4.59
4.01
4.23
-9.0%
45.190
7.4%
4.14
4.35
3.91
4.13
-9.1%
46.186
7.2%
4.01
4.15
3.76
3.98
-6.5%
45.090
8.2%
4.03
4.03
3.46
3.83
-10.9%
45.331
4.6%
4.08
3.89
3.28
3.73
-11.7%
46.748
3.4%
3.89
4.05
3.19
3.69
-10.9%
49.097
6.3%
3.68
3.85
3.22
3.57
-10.4%
48.177
6.8%
3.78
3.70
2.92
3.43
-10.5%
48.891
7.9%
3.74
3.77
3.42
3.64
-2.5%
48.816
4.4%
3.73
3.91
3.56
3.73
1.1%
50.187
2.2%
3.78
3.63
3.46
3.62
1.6%
49.044
1.3%
3.54
3.69
3.33
3.52
2.6%
47.883
-2.1%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A
36.6%
22.0%
N.A .
45.5%
42.7%
23.8%
38.2%
45.0%
42.2%
31.2%
40.5%
53.8%
42.0%
41.3%
46.7%
45.7%
52.6%
42.0%
47.3%
59.7%
47.0%
44.0%
51.7%
58.5%
42.0%
43.5%
49.5%
55.9%
33.0%
40.8%
45.0%
46.5%
44.0%
37.5%
43.5%
52.1%
36.8%
40.1%
43.7%
56.6%
33.8%
43.0%
45.0%
55.4%
35.5%
43.0%
45.1%
46.2%
38.9%
41.3%
42.4%
54.8%
44.5%
45.0%
48.4%
56.1%
44.8%
47.3%
49.7%
57.0%
43.5%
46.1%
49.0%
53.6%
43.2%
46.6%
48.0%
55.2%
47.8%
45.0%
49.4%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
141
1Q00
4.2%
0.3%
2Q00
4.5%
0.3%
3Q00
5.1%
0.5%
4Q00
5.8%
0.7%
1Q01
7.0%
1.2%
2Q01
8.4%
1.4%
3Q01
10.2%
1.8%
4Q01
12.6%
2.4%
1Q02
15.7%
3.1%
2Q02
19.9%
4.2%
3Q02
24.9%
5.0%
4Q02
27.6%
2.7%
1Q03
29.7%
2.1%
2Q03
31.5%
1.8%
3Q03
33.2%
1.7%
4Q03
35.0%
1.8%
1Q04
37.1%
2.0%
2Q04
39.2%
2.2%
3Q04
40.8%
1.6%
4Q04
42.8%
2.0%
1Q05
44.7%
1.9%
1,336
1,150
134
N.A .
N.A .
N.A .
2,620
100.0%
23.9%
1,481
1,197
140
N.A .
N.A .
N.A .
2,818
100.0%
29.7%
1,657
1,325
167
N.A .
N.A .
N.A .
3,149
100.0%
37.1%
1,977
1,403
216
N.A .
N.A .
N.A .
3,597
100.0%
47.7%
2,431
1,710
237
N.A .
N.A .
N.A .
4,377
100.0%
67.0%
3,029
2,012
256
N.A .
N.A .
N.A .
5,297
100.0%
88.0%
3,813
2,300
311
N.A .
N.A .
N.A .
6,424
100.0%
104.0%
4,813
2,738
390
13
N.A.
N.A.
7,954
100.0%
121.1%
6,162
3,226
397
128
N.A .
N.A .
9,913
52.4%
126.5%
7,454
4,252
382
500
N.A .
N.A .
12,589
65.0%
137.7%
9,365
5,130
387
874
N.A .
N.A .
15,757
73.9%
145.3%
10,373
5,455
289
1,336
N.A .
N.A .
17,453
78.4%
119.4%
11,535
5,626
N.A.
1,602
3
N.A.
18,766
79.2%
89.3%
12,263
5,899
N.A .
1,626
16
100
19,905
81.2%
58.1%
12,709
6,257
N.A .
1,690
205
100
20,961
81.8%
33.0%
13,239
6,550
N.A .
1,825
409
100
22,124
82.0%
26.8%
13,864
6,991
N.A .
1,993
454
100
23,401
82.8%
24.7%
14,435
7,409
N.A .
2,340
500
100
24,784
83.8%
24.5%
14,812
7,640
N.A .
2,742
500
100
25,794
84.1%
23.1%
15,184
7,786
N.A .
3,380
575
100
27,026
84.5%
22.2%
15,517
8,107
N.A.
3,918
605
100
28,247
84.7%
20.7%
51.0%
43.9%
5.1%
N.A .
N.A .
N.A .
100.0%
52.6%
42.5%
5.0%
N.A .
N.A .
N.A .
100.0%
52.6%
42.1%
5.3%
N.A .
N.A .
N.A .
100.0%
55.0%
39.0%
6.0%
N.A .
N.A .
N.A .
100.0%
55.5%
39.1%
5.4%
N.A .
N.A .
N.A .
100.0%
57.2%
38.0%
4.8%
N.A .
N.A .
N.A .
100.0%
59.4%
35.8%
4.8%
N.A .
N.A .
N.A .
100.0%
60.5%
34.4%
4.9%
0.2%
N.A.
N.A.
100.0%
62.2%
32.5%
4.0%
1.3%
N.A .
N.A .
100.0%
59.2%
33.8%
3.0%
4.0%
N.A .
N.A .
100.0%
59.4%
32.6%
2.5%
5.5%
N.A .
N.A .
100.0%
59.4%
31.3%
1.7%
7.7%
N.A .
N.A .
100.0%
61.5%
30.0%
N.A.
8.5%
0.0%
N.A.
100.0%
61.6%
29.6%
N.A .
8.2%
0.1%
0.5%
100.0%
60.6%
29.8%
N.A .
8.1%
1.0%
0.5%
100.0%
59.8%
29.6%
N.A .
8.2%
1.8%
0.5%
100.0%
59.2%
29.9%
N.A .
8.5%
1.9%
0.4%
100.0%
58.2%
29.9%
N.A .
9.4%
2.0%
0.4%
100.0%
57.4%
29.6%
N.A .
10.6%
1.9%
0.4%
100.0%
56.2%
28.8%
N.A .
12.5%
2.1%
0.4%
100.0%
54.9%
28.7%
N.A.
13.9%
2.1%
0.4%
100.0%
106
76
4
N.A .
N.A .
N.A .
185
87.9%
145
47
6
N.A .
N.A .
N.A .
198
242.0%
176
128
27
N.A .
N.A .
N.A .
331
169.0%
320
78
49
N.A .
N.A .
N.A .
448
222.6%
453
306
21
N.A .
N.A .
N.A .
781
321.7%
599
302
19
N.A .
N.A .
N.A .
920
365.3%
784
288
55
N.A .
N.A .
N.A .
1,127
240.6%
1,000
437
79
13
N.A.
N.A.
1,530
241.7%
1,349
488
7
115
N.A .
N.A .
1,959
151.0%
1,293
1,026
(15)
372
N.A .
N.A .
2,676
190.9%
1,910
879
5
374
N.A .
N.A .
3,168
181.1%
1,008
325
(98)
462
N.A .
N.A .
1,696
10.9%
1,162
171
(289)
266
3
N.A.
1,313
-33.0%
728
274
N.A .
24
13
100
1,139
-57.4%
446
357
N.A .
64
189
0
1,056
-66.7%
530
294
N.A .
135
203
0
1,162
-31.5%
625
440
N.A .
168
45
0
1,278
-2.7%
571
419
N.A .
348
46
0
1,383
21.5%
377
231
N.A .
401
0
0
1,010
-4.4%
372
146
N.A .
639
75
0
1,232
6.0%
333
320
N.A.
538
30
0
1,221
-4.4%
57%
41%
2%
N.A .
N.A .
N.A .
100%
73%
24%
3%
N.A .
N.A .
N.A .
100%
53%
39%
8%
N.A .
N.A .
N.A .
100%
72%
17%
11%
N.A .
N.A .
N.A .
100%
58%
39%
3%
N.A .
N.A .
N.A .
100%
65%
33%
2%
N.A .
N.A .
N.A .
100%
70%
26%
5%
N.A .
N.A .
N.A .
100%
65%
29%
5%
1%
N.A.
N.A.
100%
69%
25%
0%
6%
N.A .
N.A .
100%
48%
38%
-1%
14%
N.A .
N.A .
100%
60%
28%
0%
12%
N.A .
N.A .
100%
59%
19%
-6%
27%
N.A .
N.A .
100%
88%
13%
-22%
20%
0%
N.A.
100%
64%
24%
0%
2%
1%
9%
100%
42%
34%
0%
6%
18%
0%
100%
46%
25%
0%
12%
18%
0%
100%
49%
34%
0%
13%
4%
0%
100%
41%
30%
0%
25%
3%
0%
100%
37%
23%
0%
40%
0%
0%
100%
30%
12%
0%
52%
6%
0%
100%
27%
26%
0%
44%
2%
0%
100%
1.3%
1.3%
10.0%
N.A .
N.A .
N.A .
1.7%
1.3%
1.3%
20.0%
N.A .
N.A .
N.A .
2.2%
1.3%
1.3%
40.0%
N.A .
N.A .
N.A .
3.3%
1.3%
1.3%
40.0%
N.A .
N.A .
N.A .
3.6%
1.5%
1.5%
10.0%
N.A .
N.A .
N.A .
2.0%
1.5%
1.5%
8.0%
N.A .
N.A .
N.A .
1.8%
1.5%
1.5%
8.0%
N.A .
N.A .
N.A .
1.8%
1.8%
2.0%
5.0%
N.A.
N.A.
N.A.
2.0%
2.0%
7.6%
4.0%
N.A .
N.A .
N.A .
3.9%
2.2%
9.8%
7.8%
N.A .
N.A .
N.A .
5.1%
2.6%
8.7%
9.4%
N.A .
N.A .
N.A .
4.9%
2.7%
12.1%
N.A .
N.A .
N.A .
N.A .
6.0%
2.9%
14.4%
N.A.
N.A.
N.A.
N.A.
6.7%
2.8%
12.4%
N.A .
N.A .
N.A .
N.A .
5.9%
2.1%
N.A .
N.A .
N.A .
N.A .
N.A .
2.1%
1.4%
N.A .
N.A .
N.A .
N.A .
N.A .
1.4%
1.5%
N.A .
N.A .
N.A .
N.A .
N.A .
1.5%
1.9%
N.A .
N.A .
N.A .
N.A .
N.A .
1.9%
1.9%
N.A .
N.A .
N.A .
N.A .
N.A .
1.9%
1.9%
N.A .
N.A .
N.A .
N.A .
N.A .
1.9%
1.9%
N.A.
N.A.
N.A.
N.A.
N.A.
1.9%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
142
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
1,214
1,040
N.A.
N.A.
N.A.
N.A.
1,134
6.6%
0.3%
1,238
1,068
N.A .
N.A .
N.A .
N.A .
1,162
10.7%
0.3%
1,226
981
N.A .
N.A .
N.A .
N.A .
1,117
4.4%
0.3%
1,237
1,046
1,210
N.A .
N.A .
N.A .
1,161
5.8%
0.3%
1,211
986
1,150
N.A .
N.A .
N.A .
1,120
-1.2%
0.5%
1,064
892
1,050
N.A .
N.A .
N.A .
998
-14.1%
0.5%
910
884
964
N.A .
N.A .
N.A .
903
-19.1%
0.7%
771
815
1,035
N.A .
N.A .
N.A .
799
-31.2%
0.9%
762
718
1,290
N.A.
N.A.
N.A.
769
-31.3%
0.9%
647
582
923
N.A .
N.A .
N.A .
633
-36.6%
0.9%
531
429
995
N.A .
N.A .
N.A .
508
-43.8%
0.9%
516
389
980
515
N.A .
N.A .
484
-39.4%
0.9%
542
408
N.A .
585
N.A .
N.A .
506
-34.3%
2.8%
516
417
N.A.
537
N.A.
N.A.
488
-22.9%
2.3%
484
427
N.A .
492
N.A .
N.A .
467
-8.0%
2.2%
498
444
N.A .
456
N.A .
N.A .
478
-1.2%
1.7%
512
456
N.A .
443
N.A .
N.A .
489
-3.3%
2.6%
497
423
N.A .
393
N.A .
N.A .
464
-4.8%
2.5%
477
418
N.A .
428
N.A .
N.A .
454
-2.8%
2.3%
471
433
N.A .
476
N.A .
N.A .
460
-3.8%
2.8%
486
429
N.A .
478
N.A .
N.A .
468
-4.3%
2.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
240
N.A .
N.A .
N.A .
N.A .
N.A .
240
N.A .
216
189
N.A .
N.A .
N.A .
N.A .
206
N.A .
221
145
N.A .
N.A .
N.A .
N.A .
194
N.A .
210
124
N.A .
N.A .
N.A .
N.A .
180
N.A .
198
121
N.A.
N.A.
N.A.
N.A.
173
-27.9%
189
121
N.A .
N.A .
N.A .
N.A .
167
-19.1%
169
129
N.A .
N.A .
N.A .
N.A .
156
-20.0%
170
127
N.A .
N.A .
N.A .
N.A .
156
-13.7%
175
125
N.A .
N.A .
N.A .
N.A .
158
-8.5%
170
126
N.A .
N.A .
N.A .
N.A .
155
-7.2%
164
128
N.A .
N.A .
N.A .
N.A .
152
-2.5%
166
135
N.A .
N.A .
N.A .
N.A .
156
0.3%
159
154
N.A.
N.A.
N.A.
N.A.
157
-0.5%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
8.596
30.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
9.480
40.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
9.999
39.4%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
11.746
50.9%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
13.394
55.8%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
14.480
52.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
15.884
58.9%
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
17.235
46.7%
3.15
N.A .
N.A .
N.A .
N.A .
N.A .
3.18
N.A .
20.614
53.9%
2.96
3.05
N.A .
N.A .
N.A .
N.A .
3.04
N.A .
21.365
47.5%
2.38
2.93
N.A .
N.A .
N.A .
N.A .
2.59
N.A .
21.596
36.0%
2.43
3.10
N.A .
N.A .
N.A .
N.A .
2.66
N.A .
24.106
39.9%
2.64
3.29
N.A.
N.A.
N.A.
N.A.
2.84
-10.5%
27.467
33.2%
2.65
3.36
N.A .
N.A .
N.A .
N.A .
2.85
-6.1%
28.298
32.5%
2.79
3.24
N.A .
N.A .
N.A .
N.A .
2.94
13.4%
28.632
32.6%
2.88
3.42
N.A .
N.A .
N.A .
N.A .
3.02
13.6%
30.912
28.2%
2.84
3.54
N.A .
N.A .
N.A .
N.A .
3.01
5.9%
33.397
21.6%
2.85
3.25
N.A .
N.A .
N.A .
N.A .
2.92
2.4%
33.551
18.6%
2.85
3.16
N.A .
N.A .
N.A .
N.A .
2.92
-0.4%
34.444
20.3%
2.73
3.10
N.A .
N.A .
N.A .
N.A .
2.87
-5.1%
36.464
18.0%
2.94
2.70
N.A.
N.A.
N.A.
N.A.
2.89
-4.1%
38.799
16.2%
39.7%
43.0%
N.A .
N.A .
N.A .
N.A .
41.2%
44.4%
53.2%
N.A .
N.A .
N.A .
N.A .
48.3%
71.4%
50.3%
N.A .
N.A .
N.A .
N.A .
62.0%
54.1%
52.3%
16.3%
N.A .
N.A .
N.A .
51.1%
17.5%
49.1%
20.8%
N.A .
N.A .
N.A .
30.0%
49.3%
39.6%
1.4%
N.A .
N.A .
N.A .
43.3%
44.2%
33.1%
19.2%
N.A .
N.A .
N.A .
39.0%
48.2%
35.9%
14.0%
N.A.
N.A.
N.A.
42.3%
40.9%
39.0%
10.4%
N.A .
N.A .
N.A .
39.0%
52.3%
36.4%
-43.0%
N.A .
N.A .
N.A .
43.7%
39.0%
39.2%
8.8%
N.A .
N.A .
N.A .
38.3%
53.5%
32.6%
8.8%
N.A .
N.A .
N.A .
45.6%
60.9%
39.2%
8.8%
N.A.
N.A.
N.A.
53.8%
61.4%
39.0%
N.A .
N.A .
N.A .
N.A .
54.1%
61.8%
38.9%
N.A .
N.A .
N.A .
N.A .
54.2%
58.3%
41.1%
N.A .
N.A .
N.A .
N.A .
52.6%
63.0%
42.8%
N.A .
N.A .
N.A .
N.A .
56.2%
61.2%
40.0%
N.A .
N.A .
N.A .
N.A .
54.0%
58.7%
39.3%
N.A .
N.A .
N.A .
N.A .
52.1%
58.4%
38.1%
N.A .
N.A .
N.A .
N.A .
51.5%
59.6%
36.6%
N.A.
N.A.
N.A.
N.A.
51.7%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
143
1Q00
N.A .
N.A .
2Q00
N.A .
N.A .
3Q00
N.A .
N.A .
4Q00
22.3%
N.A .
1Q01
24.4%
2.2%
2Q01
25.5%
1.1%
3Q01
26.6%
1.1%
4Q01
28.2%
1.7%
1Q02
29.7%
1.4%
2Q02
31.7%
2.0%
3Q02
34.1%
2.5%
4Q02
34.1%
0.0%
1Q03
34.7%
0.6%
2Q03
36.8%
2.1%
3Q03
38.3%
1.5%
4Q03
39.5%
1.2%
1Q04
40.7%
1.2%
2Q04
43.2%
2.5%
3Q04
46.7%
3.5%
4Q04
48.4%
1.7%
1Q05
51.1%
2.7%
6,560
N.A .
N.A .
N.A .
N.A .
N.A .
7,660
N.A .
N.A .
N.A .
N.A .
N.A .
8,760
N.A .
N.A .
N.A .
N.A .
N.A .
10,100
4,550
0
14,650
100.0%
N.A .
10,940
5,300
100
16,340
100.0%
N.A .
11,300
5,500
300
17,100
100.0%
N.A .
11,770
5,700
400
17,870
100.0%
N.A .
12,240
6,300
500
19,040
100.0%
30.0%
12,750
6,500
860
20,110
100.0%
23.1%
13,800
6,570
1,130
21,500
100.0%
25.7%
14,850
6,870
1,490
23,210
100.0%
29.9%
15,700
5,930
1,700
23,330
100.0%
22.5%
16,300
5,730
2,250
24,280
71.0%
20.7%
17,210
5,430
3,180
25,820
72.0%
20.1%
18,180
5,000
3,800
26,980
74.0%
16.2%
19,000
4,700
4,200
27,900
75.0%
19.6%
19,700
5,000
4,200
28,900
75.0%
19.0%
20,900
5,200
4,700
30,800
76.0%
19.3%
22,300
5,850
5,250
33,400
78.0%
23.8%
23,400
6,510
4,820
34,730
80.0%
24.5%
24,300
7,292
5,200
36,792
75.0%
27.3%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
68.9%
31.1%
N.A .
100.0%
67.0%
32.4%
0.6%
100.0%
66.1%
32.2%
1.8%
100.0%
65.9%
31.9%
2.2%
100.0%
64.3%
33.1%
2.6%
100.0%
63.4%
32.3%
4.3%
100.0%
64.2%
30.6%
5.3%
100.0%
64.0%
29.6%
6.4%
100.0%
67.3%
25.4%
7.3%
100.0%
67.1%
23.6%
9.3%
100.0%
66.7%
21.0%
12.3%
100.0%
67.4%
18.5%
14.1%
100.0%
68.1%
16.8%
15.1%
100.0%
68.2%
17.3%
14.5%
100.0%
67.9%
16.9%
15.3%
100.0%
66.8%
17.5%
15.7%
100.0%
67.4%
18.7%
13.9%
100.0%
66.0%
19.8%
14.1%
100.0%
1,100
N.A .
N.A .
N.A .
N.A .
1,100
N.A .
N.A .
N.A .
N.A .
1,100
N.A .
N.A .
N.A .
N.A .
1,340
N.A .
N.A .
N.A .
N.A .
840
750
100
1,690
N.A .
360
200
200
760
N.A .
470
200
100
770
N.A .
470
600
100
1,170
N.A.
510
200
360
1,070
-36.7%
1,050
70
270
1,390
82.9%
1,050
300
360
1,710
122.1%
850
(940)
210
120
-89.7%
600
(200)
550
950
-11.2%
910
(300)
930
1,540
10.8%
970
(430)
620
1,160
-32.2%
820
(300)
400
920
666.7%
700
300
0
1,000
5.3%
1,200
200
500
1,900
23.4%
1,400
650
550
2,600
124.1%
1,100
660
(430)
1,330
44.6%
900
782
380
2,062
106.2%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
50%
44%
6%
N.A .
47%
26%
26%
N.A .
61%
26%
13%
N.A .
40%
51%
9%
100%
48%
19%
34%
100%
76%
5%
19%
100%
61%
18%
21%
100%
708%
-783%
175%
100%
63%
-21%
58%
100%
59%
-19%
60%
100%
84%
-37%
53%
100%
89%
-33%
43%
100%
70%
30%
0%
100%
63%
11%
26%
100%
54%
25%
21%
100%
83%
50%
-32%
100%
44%
38%
18%
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.7%
N.A .
N.A .
0.7%
1.2%
N.A .
N.A .
1.2%
1.2%
N.A .
N.A .
1.2%
1.0%
N.A .
N.A .
1.0%
1.2%
N.A.
N.A.
1.2%
1.0%
N.A .
N.A .
1.0%
1.1%
N.A .
N.A .
1.1%
1.1%
N.A .
N.A .
1.1%
1.3%
N.A .
N.A .
1.3%
1.5%
N.A.
N.A.
1.5%
1.3%
N.A .
N.A .
1.3%
1.3%
N.A .
N.A .
1.3%
1.0%
N.A .
N.A .
1.0%
1.1%
N.A .
N.A .
1.1%
0.8%
N.A .
N.A .
0.8%
0.7%
N.A .
N.A .
0.7%
0.7%
N.A .
N.A .
0.7%
0.8%
N.A.
N.A.
0.8%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
144
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
20.50
N.A .
N.A .
N.A .
N.A .
N.A .
16.50
N.A .
N.A .
15.68
N.A .
N.A .
12.40
N.A .
N.A .
11.78
N.A .
N.A .
13.10
N.A .
N.A .
12.45
N.A .
N.A .
11.00
N.A.
N.A.
10.45
N.A.
N.A.
11.50
N.A .
N.A .
10.93
-30.3%
N.A .
12.50
N.A .
N.A .
11.88
0.8%
10.0%
12.60
N.A .
N.A .
11.97
-3.8%
10.0%
10.90
N.A .
N.A .
10.36
-0.9%
12.0%
10.10
N.A.
N.A.
9.60
-12.2%
12.0%
11.50
N.A .
N.A .
10.93
-8.0%
11.0%
14.20
N.A .
N.A .
13.49
12.7%
11.0%
11.00
N.A .
N.A .
10.45
0.9%
14.0%
12.70
N.A .
N.A .
12.07
25.7%
12.0%
13.60
N.A .
N.A .
12.92
18.3%
11.0%
14.70
N.A .
N.A .
13.97
3.5%
11.0%
12.40
N.A .
N.A .
11.78
12.7%
15.0%
12.00
N.A.
N.A.
11.40
-5.5%
12.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
82
70
N.A .
78
N.A .
66
56
N.A .
63
N.A .
65
55
N.A .
62
N.A .
68
58
N.A .
65
N.A .
56
N.A.
N.A.
56
-28.8%
53
N.A .
N.A .
53
-16.0%
58
N.A .
N.A .
58
-7.0%
62
N.A .
N.A .
62
-4.6%
53
N.A .
N.A .
53
-5.0%
51
N.A.
N.A.
51
-3.6%
60
N.A .
N.A .
60
4.2%
66
N.A .
N.A .
66
6.5%
58
N.A .
N.A .
58
8.7%
56
N.A .
N.A .
56
11.0%
66
N.A .
N.A .
66
9.7%
74
N.A .
N.A .
74
12.0%
64
N.A .
N.A .
64
11.0%
60
N.A.
N.A.
60
5.7%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.25
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
0.25
N.A .
N.A .
0.25
N.A .
0.729
N.A .
0.19
N.A .
N.A .
0.19
N.A .
0.591
N.A .
0.19
N.A .
N.A .
0.19
N.A .
0.653
N.A .
0.20
N.A.
N.A.
0.19
N.A.
0.579
N.A.
0.22
N.A .
N.A .
0.21
-17.0%
0.642
-12.0%
0.20
N.A .
N.A .
0.19
-2.5%
0.741
25.4%
0.18
N.A .
N.A .
0.17
-9.3%
0.803
23.0%
0.18
N.A .
N.A .
0.17
-8.2%
0.723
24.9%
0.17
N.A.
N.A.
0.17
-19.8%
0.685
6.8%
0.17
N.A .
N.A .
0.16
-12.7%
0.821
10.8%
0.19
N.A .
N.A .
0.18
4.7%
1.068
33.1%
0.16
N.A .
N.A .
0.16
-9.3%
0.860
19.0%
0.20
N.A .
N.A .
0.19
13.3%
1.028
50.0%
0.18
N.A .
N.A .
0.18
7.8%
1.157
40.9%
0.18
N.A .
N.A .
0.17
-7.6%
1.345
25.9%
0.17
N.A .
N.A .
0.16
0.4%
1.204
39.9%
0.18
N.A.
N.A.
0.17
-10.6%
1.223
19.0%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
25.8%
N.A .
N.A .
19.4%
12.9%
N.A .
N.A .
9.7%
32.0%
N.A .
N.A .
28.8%
33.5%
N.A .
N.A .
25.1%
26.8%
N.A.
N.A.
20.1%
36.7%
N.A .
N.A .
27.5%
32.8%
N.A .
N.A .
24.6%
39.4%
N.A .
N.A .
29.6%
39.2%
N.A .
N.A .
29.4%
42.5%
N.A.
N.A.
31.9%
32.2%
N.A .
N.A .
24.2%
40.3%
N.A .
N.A .
30.2%
42.0%
N.A .
N.A .
31.5%
45.2%
N.A .
N.A .
33.9%
56.9%
N.A .
N.A .
42.7%
49.6%
N.A .
N.A .
39.7%
43.7%
N.A .
N.A .
35.0%
43.9%
N.A.
N.A.
32.9%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
145
1Q00
45.8%
5.5%
2Q00
51.5%
5.7%
3Q00
57.8%
6.3%
4Q00
67.5%
9.7%
1Q01
72.1%
4.6%
2Q01
75.2%
3.1%
3Q01
77.1%
1.9%
4Q01
79.2%
2.1%
1Q02
80.1%
0.9%
2Q02
80.7%
0.6%
3Q02
82.6%
1.9%
4Q02
85.5%
2.9%
1Q03
85.3%
-0.1%
2Q03
86.2%
0.9%
3Q03
87.2%
1.0%
4Q03
91.3%
4.1%
1Q04
93.6%
2.3%
2Q04
95.5%
2.0%
3Q04
98.9%
3.4%
4Q04
103.9%
5.0%
1Q05
105.6%
1.7%
8,791
7,404
5,973
4,967
N.A .
27,135
N.A .
82.4%
9,360
8,066
7,168
5,967
N.A .
30,561
N.A .
81.9%
10,240
8,736
8,268
7,087
N.A .
34,331
N.A .
75.6%
11,663
10,286
9,828
8,324
N.A .
40,101
N.A .
67.9%
12,279
10,589
11,032
8,981
N.A .
42,881
N.A .
58.0%
12,548
10,890
11,861
9,428
N.A .
44,727
N.A .
46.4%
12,799
10,968
12,178
9,928
N.A .
45,873
N.A .
33.6%
13,164
11,075
12,484
10,421
N.A.
47,144
N.A.
17.6%
13,186
11,084
12,671
10,750
N.A .
47,691
N.A .
11.2%
13,009
11,171
12,802
11,099
N.A .
48,081
N.A .
7.5%
12,957
11,449
13,060
11,758
N.A .
49,224
N.A .
7.3%
13,224
11,952
13,312
12,446
N.A .
50,934
N.A .
8.0%
13,300
12,050
13,313
12,212
25
50,900
N.A.
6.7%
13,313
12,308
13,258
12,500
56
51,435
68.2%
7.0%
13,483
12,623
13,371
12,386
175
52,038
67.8%
5.7%
13,947
13,053
13,649
13,636
230
54,515
68.2%
7.0%
14,095
13,264
13,820
14,343
384
55,906
68.8%
9.8%
14,227
13,525
13,747
14,899
720
57,118
68.0%
11.0%
14,600
13,856
13,886
15,207
1,600
59,149
67.7%
13.7%
15,241
14,216
14,221
15,726
2,759
62,163
68.2%
14.0%
15,324
14,364
14,334
16,117
3,021
63,160
67.3%
13.0%
32.4%
27.3%
22.0%
18.3%
N.A .
100.0%
30.6%
26.4%
23.5%
19.5%
N.A .
100.0%
29.8%
25.4%
24.1%
20.6%
N.A .
100.0%
29.1%
25.7%
24.5%
20.8%
N.A .
100.0%
28.6%
24.7%
25.7%
20.9%
N.A .
100.0%
28.1%
24.3%
26.5%
21.1%
N.A .
100.0%
27.9%
23.9%
26.5%
21.6%
N.A .
100.0%
27.9%
23.5%
26.5%
22.1%
N.A.
100.0%
27.6%
23.2%
26.6%
22.5%
N.A .
100.0%
27.1%
23.2%
26.6%
23.1%
N.A .
100.0%
26.3%
23.3%
26.5%
23.9%
N.A .
100.0%
26.0%
23.5%
26.1%
24.4%
N.A .
100.0%
26.1%
23.7%
26.2%
24.0%
0.0%
100.0%
25.9%
23.9%
25.8%
24.3%
0.1%
100.0%
25.9%
24.3%
25.7%
23.8%
0.3%
100.0%
25.6%
23.9%
25.0%
25.0%
0.4%
100.0%
25.2%
23.7%
24.7%
25.7%
0.7%
100.0%
24.9%
23.7%
24.1%
26.1%
1.3%
100.0%
24.7%
23.4%
23.5%
25.7%
2.7%
100.0%
24.5%
22.9%
22.9%
25.3%
4.4%
100.0%
24.3%
22.7%
22.7%
25.5%
4.8%
100.0%
854
458
1,081
861
0
3,254
73.3%
569
662
1,195
1,000
0
3,426
78.5%
880
670
1,100
1,120
0
3,770
37.1%
1,423
1,550
1,560
1,237
0
5,770
33.2%
616
303
1,204
657
0
2,780
-14.6%
269
301
829
447
0
1,846
-46.1%
251
78
317
500
0
1,146
-69.6%
365
107
306
493
0
1,271
-78.0%
22
9
187
329
0
547
-80.3%
(177)
87
131
349
0
390
-78.9%
(52)
278
258
659
0
1,143
-0.3%
267
503
252
688
0
1,710
34.5%
76
98
1
(234)
25
(34)
N.M.
13
258
(55)
288
31
535
37.2%
170
315
113
(114)
119
603
-47.2%
464
430
278
1,250
55
2,477
44.9%
148
211
171
707
154
1,391
N.M.
132
261
(73)
556
336
1,212
126.5%
373
331
139
308
880
2,031
236.8%
641
360
335
519
1,159
3,014
21.7%
83
148
113
391
262
997
-28.3%
26%
14%
33%
26%
0%
100%
17%
19%
35%
29%
0%
100%
23%
18%
29%
30%
0%
100%
25%
27%
27%
21%
0%
100%
22%
11%
43%
24%
0%
100%
15%
16%
45%
24%
0%
100%
22%
7%
28%
44%
0%
100%
29%
8%
24%
39%
0%
100%
4%
2%
34%
60%
0%
100%
-45%
22%
34%
89%
0%
100%
-5%
24%
23%
58%
0%
100%
16%
29%
15%
40%
0%
100%
N.M.
N.M.
N.M.
N.M.
N.M.
100%
2%
48%
-10%
54%
6%
100%
28%
52%
19%
-19%
20%
100%
19%
17%
11%
50%
2%
100%
11%
15%
12%
51%
11%
100%
11%
22%
-6%
46%
28%
100%
18%
16%
7%
15%
43%
100%
21%
12%
11%
17%
38%
100%
8%
15%
11%
39%
26%
100%
2.4%
2.5%
1.2%
N.A .
N.A .
2.1%
2.2%
2.4%
1.1%
N.A .
N.A .
1.9%
2.0%
2.3%
1.1%
N.A .
N.A .
1.8%
2.0%
2.2%
1.1%
1.7%
N.A .
1.8%
2.1%
2.2%
1.1%
1.5%
N.A .
1.7%
2.1%
2.1%
1.0%
1.7%
N.A .
1.7%
2.2%
2.6%
1.2%
1.7%
N.A .
1.9%
2.4%
2.7%
1.2%
2.7%
N.A.
2.2%
2.4%
2.7%
1.6%
2.0%
N.A .
2.2%
2.4%
2.6%
1.6%
2.1%
N.A .
2.2%
2.5%
2.4%
1.6%
1.9%
N.A .
2.1%
2.5%
2.4%
1.5%
2.7%
N.A .
2.3%
2.5%
2.5%
1.6%
4.2%
N.A.
2.7%
2.5%
2.4%
1.9%
2.2%
N.A .
2.3%
2.4%
2.3%
1.9%
4.2%
N.A .
2.7%
2.4%
2.3%
2.2%
1.0%
N.A .
2.0%
2.5%
2.5%
2.0%
1.2%
N.A .
2.0%
2.5%
2.5%
2.7%
1.9%
N.A .
2.4%
2.5%
2.6%
1.9%
2.5%
N.A .
2.3%
2.5%
2.6%
1.9%
3.0%
N.A .
2.4%
2.5%
2.7%
2.2%
2.6%
N.A.
2.4%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
146
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
25.42
27.67
26.84
24.45
N.A .
26.17
-19.8%
3.1%
25.25
26.08
26.66
23.35
N.A .
25.43
-17.8%
3.8%
25.12
24.50
24.66
22.10
N.A .
24.23
-18.5%
4.1%
25.00
22.92
22.66
21.52
N.A .
23.17
-18.4%
6.4%
23.67
21.33
20.67
17.50
N.A .
21.03
-19.6%
7.6%
23.00
19.00
19.75
16.25
N.A .
19.74
-22.4%
9.0%
23.33
20.00
20.75
16.88
N.A .
20.45
-15.6%
10.3%
23.00
19.00
20.92
16.88
N.A.
20.15
-13.0%
12.7%
23.00
19.00
20.67
17.50
N.A .
20.21
-3.9%
13.0%
23.40
20.00
21.67
18.00
N.A .
20.90
5.9%
13.6%
24.83
21.00
22.50
18.42
N.A .
21.79
6.5%
14.1%
24.37
21.00
22.00
18.46
N.A .
21.52
6.8%
15.3%
24.60
20.00
21.72
18.75
N.A.
21.35
5.6%
16.6%
25.03
22.00
22.80
20.35
45.00
22.62
8.2%
16.1%
25.17
23.00
23.40
21.66
45.00
23.42
7.5%
16.4%
26.33
23.00
22.42
21.63
45.00
23.46
9.0%
17.9%
26.50
23.00
22.38
21.09
45.00
23.39
9.6%
18.5%
26.60
24.00
23.13
20.67
44.00
23.82
5.3%
18.0%
26.63
24.00
23.40
20.17
39.00
23.93
2.2%
18.7%
24.90
23.00
21.70
18.78
36.80
22.71
-3.2%
20.3%
24.10
23.00
21.10
18.04
40.30
22.40
-4.3%
20.8%
152
126
172
214
N.A .
161
-5.1%
146
120
159
191
N.A .
151
-11.7%
141
131
159
164
N.A .
147
-11.5%
141
129
154
138
N.A .
141
-18.7%
136
126
144
125
N.A .
133
-17.1%
135
115
133
117
N.A .
126
-16.5%
135
113
137
114
N.A .
126
-14.5%
139
100
139
116
N.A.
125
-11.3%
142
102
136
121
N.A .
126
-5.0%
146
104
141
119
N.A .
129
2.2%
150
106
140
118
N.A .
129
2.6%
153
108
140
120
N.A .
131
5.1%
155
110
139
122
N.A.
132
4.6%
156
119
145
130
N.A .
138
7.1%
156
123
144
140
N.A .
141
9.1%
160
124
140
142
N.A .
142
8.2%
161
126
143
142
N.A .
143
8.4%
162
135
145
142
N.A .
146
5.9%
162
139
144
142
N.A .
147
4.1%
169
139
144
142
N.A .
149
4.9%
169
135
135
142
N.A.
146
1.6%
0.16
0.22
0.15
0.11
N.A .
0.16
-18.1%
2.003
46.7%
0.17
0.21
0.16
0.12
N.A .
0.16
-10.3%
2.201
49.8%
0.17
0.18
0.15
0.13
N.A .
0.16
-11.1%
2.360
45.6%
0.17
0.17
0.14
0.14
N.A .
0.15
-4.5%
2.588
39.9%
0.16
0.16
0.13
0.13
N.A .
0.15
-7.6%
2.601
29.8%
0.16
0.15
0.13
0.13
N.A .
0.14
-12.1%
2.565
16.6%
0.16
0.16
0.13
0.13
N.A .
0.15
-7.7%
2.738
16.0%
0.15
0.16
0.13
0.13
N.A.
0.14
-8.6%
2.788
7.7%
0.14
0.16
0.13
0.13
N.A .
0.14
-4.8%
2.831
8.9%
0.14
0.17
0.13
0.13
N.A .
0.14
-1.6%
2.941
14.6%
0.14
0.17
0.14
0.14
N.A .
0.14
-0.5%
3.155
15.2%
0.14
0.16
0.13
0.13
N.A .
0.14
-1.5%
3.182
14.1%
0.13
0.15
0.13
0.13
N.A.
0.13
-3.1%
3.068
8.4%
0.14
0.15
0.13
0.13
N.A .
0.14
-2.0%
3.253
10.6%
0.14
0.15
0.14
0.13
N.A .
0.14
-4.1%
3.360
6.5%
0.14
0.15
0.13
0.13
N.A .
0.14
-2.3%
3.462
8.8%
0.13
0.14
0.13
0.12
N.A .
0.13
-1.2%
3.514
14.5%
0.14
0.14
0.13
0.12
N.A .
0.13
-2.7%
3.699
13.7%
0.14
0.13
0.13
0.12
N.A .
0.13
-4.5%
3.812
13.5%
0.12
0.12
0.12
0.11
N.A .
0.12
-10.3%
3.755
8.5%
0.11
0.12
0.13
0.11
N.A.
0.12
-8.4%
3.892
10.8%
32.0%
21.0%
23.0%
7.2%
N.A .
22.5%
30.0%
19.0%
18.3%
1.0%
N.A .
18.7%
30.0%
24.0%
23.0%
1.0%
N.A .
20.8%
30.5%
21.0%
25.0%
-7.0%
N.A .
18.9%
31.0%
19.2%
23.2%
13.0%
N.A .
22.3%
31.0%
24.0%
21.3%
16.4%
N.A .
23.6%
31.0%
24.0%
24.0%
16.3%
N.A .
24.3%
37.0%
24.7%
24.0%
19.4%
N.A.
26.8%
37.0%
24.7%
29.6%
21.6%
N.A .
28.7%
37.0%
25.5%
30.0%
25.5%
N.A .
29.8%
37.0%
27.1%
30.3%
21.5%
N.A .
29.2%
39.0%
28.4%
30.9%
16.5%
N.A .
28.9%
40.2%
29.0%
33.6%
26.8%
N.A.
32.6%
36.4%
29.2%
37.0%
25.2%
N.A .
32.1%
36.4%
29.2%
32.6%
23.9%
N.A .
30.7%
31.3%
31.1%
31.4%
22.8%
N.A .
29.2%
31.3%
31.1%
33.7%
33.9%
N.A .
32.5%
33.3%
28.5%
33.7%
33.3%
N.A .
32.3%
33.3%
28.5%
34.3%
35.3%
N.A .
32.9%
31.0%
30.1%
34.3%
23.8%
N.A .
29.7%
31.0%
30.1%
33.0%
28.0%
N.A.
30.5%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
147
1Q00
31.9%
1.1%
2Q00
34.4%
2.5%
3Q00
36.2%
1.8%
4Q00
38.6%
2.4%
1Q01
40.3%
1.7%
2Q01
41.5%
1.3%
3Q01
43.4%
1.8%
4Q01
44.8%
1.5%
1Q02
45.9%
1.1%
2Q02
46.8%
0.8%
3Q02
47.7%
0.9%
4Q02
48.7%
1.0%
1Q03
49.8%
1.1%
2Q03
51.0%
1.2%
3Q03
52.3%
1.3%
1Q04
55.7%
1.4%
2Q04
57.7%
2.0%
3Q04
59.2%
1.5%
4Q04
61.8%
2.5%
1Q05
63.6%
1.8%
24,011
17,294
9,987
6,560
5,056
2,941
23,868
89,717
N.A .
23.8%
24,774
25,551
26,774
27,122
27,930
28,682
29,398
29,584
30,307
31,521
32,491
33,324
34,619
36,026
37,558
38,909
40,444
42,118
43,816
45,452
18,143
18,867
19,681
20,535
21,218
21,279
21,596
21,830
22,183
22,076
21,925
22,114
22,640
23,385
24,027
24,618
25,044
25,701
49,109
50,369
11,700
12,631
15,163
15,748
16,416
17,120
18,047
19,536
19,953
20,154
20,859
21,142
21,493
21,855
21,980
21,692
21,737
21,902 N.A .
N.A .
7,443
8,348
9,543
10,355
11,198
12,441
13,555
14,280
14,588
14,510
14,760
14,930
15,290
15,474
15,867
16,281
16,877
17,306
17,738
18,283
5,617
6,157
6,678
7,199
7,684
8,166
8,667
9,167
9,636
10,116
10,612
11,092
11,683
12,329
12,882
13,356
13,902
14,452
15,047
15,543
3,293
3,871
4,787
5,498
5,953
6,325
6,993
7,502
8,027
8,899
9,916
10,837
11,443
12,113
13,128
14,302
15,394
16,295
17,314
18,271
26,066
26,940
26,852
28,078
27,999
29,853
30,119
30,001
29,867
30,209
30,204
30,770
30,898
31,081
33,280
33,996
36,069
36,474
39,116
39,984
97,036 102,365 109,478 114,535 118,398 123,866 128,375 131,899 134,561 137,485 140,767 144,209 148,066 152,263 158,722 163,154 169,467 174,248 182,140 187,902
N.A .
N.A .
N.A.
6.9%
6.5%
6.3%
5.8%
5.7%
5.4%
5.6%
5.8%
6.2%
6.3%
6.2%
6.7%
7.2%
7.3%
7.6%
8.2%
8.6%
27.2%
27.5%
27.2%
27.7%
22.0%
21.0%
17.3%
15.2%
13.7%
11.0%
9.7%
9.3%
10.0%
10.7%
12.8%
13.1%
14.5%
14.4%
14.8%
15.2%
26.8%
19.3%
11.1%
7.3%
5.6%
3.3%
26.6%
100.0%
25.5%
18.7%
12.1%
7.7%
5.8%
3.4%
26.9%
100.0%
25.0%
18.4%
12.3%
8.2%
6.0%
3.8%
26.3%
100.0%
24.5%
18.0%
13.9%
8.7%
6.1%
4.4%
24.5%
100.0%
23.7%
17.9%
13.7%
9.0%
6.3%
4.8%
24.5%
100.0%
23.6%
17.9%
13.9%
9.5%
6.5%
5.0%
23.6%
100.0%
23.2%
17.2%
13.8%
10.0%
6.6%
5.1%
24.1%
100.0%
22.9%
16.8%
14.1%
10.6%
6.8%
5.4%
23.5%
100.0%
22.4%
16.6%
14.8%
10.8%
7.0%
5.7%
22.7%
100.0%
22.5%
16.5%
14.8%
10.8%
7.2%
6.0%
22.2%
100.0%
22.9%
16.1%
14.7%
10.6%
7.4%
6.5%
22.0%
100.0%
23.1%
15.6%
14.8%
10.5%
7.5%
7.0%
21.5%
100.0%
23.1%
15.3%
14.7%
10.4%
7.7%
7.5%
21.3%
100.0%
23.4%
15.3%
14.5%
10.3%
7.9%
7.7%
20.9%
100.0%
23.7%
15.4%
14.4%
10.2%
8.1%
8.0%
20.4%
100.0%
23.7%
15.1%
13.8%
10.0%
8.1%
8.3%
21.0%
100.0%
23.8%
15.1%
13.3%
10.0%
8.2%
8.8%
20.8%
100.0%
23.9%
14.8%
12.8%
10.0%
8.2%
9.1%
21.3%
100.0%
24.2%
14.7%
12.6%
9.9%
8.3%
9.4%
20.9%
100.0%
24.1%
27.0%
N.A .
9.7%
8.3%
9.5%
21.5%
100.0%
24.2%
26.8%
N.A .
9.7%
8.3%
9.7%
21.3%
100.0%
874
695
418
831
540
483
785
4,626
33.3%
800
849
532
883
561
376
709
4,709
32.5%
806
723
750
839
540
578
737
4,974
62.5%
1,223
814
865
1,195
521
706
1,199
6,524
26.3%
518
866
585
812
520
593
972
4,866
5.2%
808
701
668
843
486
454
899
4,859
3.2%
752
95
748
1,243
481
373
1,112
4,804
-3.4%
715
325
927
1,114
501
667
1,237
5,486
-15.9%
118
234
650
725
502
509
729
3,467
-28.8%
723
353
417
308
471
453
574
3,298
-32.1%
803
(107)
201
(78)
480
872
491
2,662
-44.6%
970
(121)
705
250
503
1,017
686
4,010
-26.9%
833
189
257
199
480
921
563
3,442
-0.7%
1,295
540
446
360
591
606
373
4,211
27.7%
1,407
745
229
184
646
670
316
4,197
57.7%
1,496
642
128
390
553
1,015
539
4,763
18.8%
1,387
554
(367)
414
474
1,174
796
4,432
28.8%
1,535
428
15
505
546
1,092
566
4,687
11.3%
1,674
657
170
429
550
901
399
4,780
13.9%
1,698
1,757
N.A .
526
595
1,019
579
6,174
29.6%
1,636
1,419
N.A .
518
496
957
736
5,762
30.0%
19%
15%
9%
18%
12%
10%
17%
100%
17%
18%
11%
19%
12%
8%
15%
100%
16%
15%
15%
17%
11%
12%
15%
100%
19%
12%
13%
18%
8%
11%
18%
100%
11%
18%
12%
17%
11%
12%
20%
100%
17%
14%
14%
17%
10%
9%
18%
100%
16%
2%
16%
26%
10%
8%
23%
100%
13%
6%
17%
20%
9%
12%
23%
100%
3%
7%
19%
21%
14%
15%
21%
100%
22%
11%
13%
9%
14%
14%
17%
100%
30%
-4%
8%
-3%
18%
33%
18%
100%
24%
-3%
18%
6%
13%
25%
17%
100%
24%
5%
7%
6%
14%
27%
16%
100%
31%
13%
11%
9%
14%
14%
9%
100%
34%
18%
5%
4%
15%
16%
8%
100%
31%
13%
3%
8%
12%
21%
11%
100%
31%
12%
-8%
9%
11%
26%
18%
100%
33%
9%
0%
11%
12%
23%
12%
100%
35%
14%
4%
9%
12%
19%
8%
100%
28%
28%
N.A .
9%
10%
17%
9%
100%
28%
25%
N.A .
9%
9%
17%
13%
100%
2.2%
2.7%
2.9%
3.0%
2.0%
3.1%
2.3%
2.5%
2.1%
2.6%
2.7%
2.6%
2.0%
3.5%
2.2%
2.4%
2.5%
2.6%
2.9%
3.0%
2.0%
4.7%
2.4%
2.7%
2.8%
2.9%
2.9%
2.8%
2.2%
3.9%
2.4%
2.8%
2.8%
2.7%
3.0%
2.5%
2.5%
3.2%
2.3%
2.7%
2.3%
2.6%
2.9%
2.2%
2.3%
3.5%
2.2%
2.5%
2.2%
3.1%
3.1%
2.6%
2.1%
5.1%
2.4%
2.7%
2.7%
3.1%
2.7%
3.0%
2.2%
4.8%
2.4%
2.8%
2.6%
2.9%
2.6%
3.0%
2.1%
4.4%
2.4%
2.7%
2.3%
2.7%
2.4%
2.9%
2.1%
4.1%
2.2%
2.5%
2.3%
3.0%
2.9%
3.8%
2.0%
4.2%
2.5%
2.8%
2.1%
2.7%
2.4%
3.5%
2.1%
3.5%
2.5%
2.6%
2.1%
2.6%
2.3%
3.1%
1.9%
3.0%
2.4%
2.4%
1.7%
2.5%
2.2%
2.4%
1.6%
3.0%
2.1%
2.2%
1.9%
2.8%
2.7%
2.7%
1.4%
3.3%
2.4%
2.4%
1.7%
2.8%
3.3%
2.7%
1.5%
3.2%
2.3%
2.4%
1.6%
2.7%
3.7%
2.9%
1.7%
3.0%
2.1%
2.4%
1.5%
2.7%
3.4%
2.3%
1.6%
2.8%
1.9%
2.2%
1.5%
2.8%
3.7%
2.7%
1.5%
3.0%
2.2%
2.4%
1.4%
2.6%
N.A .
2.7%
1.5%
3.1%
2.1%
2.2%
1.3%
2.2%
N.A .
2.5%
1.5%
2.8%
2.0%
2.0%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
148
4Q03
54.4%
2.1%
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
43.74
52.25
67.20
57.00
72.00
50.81
N.A .
55.11
2.7%
N.A .
47.59
54.54
71.50
59.00
74.00
51.77
N.A .
58.06
4.0%
N.A .
48.44
54.17
68.50
61.00
75.00
51.08
N.A .
58.44
1.2%
N.A .
46.72
51.38
66.10
60.00
73.00
48.63
N.A .
56.39
1.7%
N.A .
46.15
51.48
62.20
60.00
71.00
50.00
N.A .
55.38
0.5%
N.A .
49.34
53.55
63.80
61.00
73.00
49.00
N.A .
57.68
-0.6%
N.A .
49.39
54.31
63.60
62.00
70.00
49.00
N.A .
57.97
-0.8%
N.A .
46.41
52.25
61.00
62.00
69.00
49.00
N.A .
56.24
-0.3%
N.A .
45.81
51.11
58.60
60.00
68.00
48.00
N.A .
54.56
-1.5%
N.A .
48.66
52.76
60.40
63.00
71.00
49.00
N.A .
57.15
-0.9%
N.A .
49.57
52.81
61.60
63.21
71.00
50.00
N.A .
57.88
-0.2%
N.A .
49.23
51.84
60.00
62.00
69.00
50.00
N.A .
56.51
0.5%
N.A .
47.20
50.76
58.70
58.50
67.00
50.00
N.A .
54.51
-0.1%
N.A .
49.22
53.12
60.60
62.00
69.00
53.01
N.A .
56.95
-0.4%
1.4%
50.03
52.43
61.20
63.00
71.00
53.82
N.A .
57.85
0.0%
2.0%
48.85
49.03
58.70
62.00
70.00
53.00
N.A .
56.03
-0.8%
2.7%
48.04
47.95
56.60
61.00
69.00
54.00
N.A .
54.95
0.8%
3.1%
50.80
50.32
58.80
62.00
70.00
55.00
N.A .
56.83
-0.2%
3.8%
51.58
49.78
57.40
63.00
69.00
55.00
N.A .
56.94
-1.6%
4.4%
50.32
49.67
N.A .
62.00
68.00
55.00
N.A .
55.23
-1.4%
5.5%
49.03
49.59
N.A .
61.00
67.00
54.00
N.A .
54.37
-1.1%
6.5%
170
200
325
360
440
557
159
211
N.A .
195
215
359
400
480
469
170
232
N.A .
195
225
348
420
480
423
190
239
N.A .
200
230
366
420
480
432
224
259
20.1%
220
257
353
420
510
450
237
274
29.7%
262
299
383
480
580
504
283
320
38.2%
274
321
389
540
580
612
296
342
43.3%
282
352
400
540
590
585
313
358
38.7%
294
355
430
570
590
550
312
370
35.1%
343
398
482
660
650
600
362
425
32.5%
367
399
484
660
650
625
383
437
27.8%
389
406
507
660
640
660
407
456
27.4%
402
405
509
720
650
710
427
475
28.4%
450
445
551
810
720
745
474
526
24.0%
481
456
553
840
740
778
492
546
24.8%
489
475
551
840
740
795
509
550
20.6%
531
488
563
900
750
817
538
579
21.9%
559
523
600
945
780
885
592
614
16.8%
590
537
616
960
790
908
608
635
16.2%
606
526
N.A .
960
795
907
622
623
13.2%
610
508
N.A .
960
820
921
629
625
7.9%
0.26
0.26
0.21
0.16
0.16
0.09
N.A .
0.25
N.A .
13.637
26.0%
0.24
0.25
0.20
0.15
0.15
0.11
N.A .
0.23
N.A .
15.283
28.9%
0.25
0.24
0.20
0.15
0.16
0.12
N.A .
0.22
N.A .
16.398
27.2%
0.23
0.22
0.18
0.14
0.15
0.11
N.A .
0.21
-19.5%
16.545
26.8%
0.21
0.20
0.18
0.14
0.14
0.11
N.A .
0.19
-22.7%
17.345
27.2%
0.19
0.18
0.17
0.13
0.13
0.10
N.A .
0.17
-25.7%
18.696
22.3%
0.18
0.17
0.16
0.11
0.12
0.08
N.A .
0.16
-28.1%
19.717
20.2%
0.16
0.15
0.15
0.11
0.12
0.08
N.A .
0.15
-29.4%
19.624
18.6%
0.16
0.14
0.14
0.11
0.12
0.09
N.A .
0.14
-26.6%
19.951
15.0%
0.14
0.13
0.13
0.10
0.11
0.08
N.A .
0.13
-25.0%
21.437
14.7%
0.14
0.13
0.13
0.10
0.11
0.08
N.A .
0.12
-22.5%
22.204
12.6%
0.13
0.13
0.12
0.09
0.11
0.08
N.A .
0.12
-19.8%
22.147
12.9%
0.12
0.13
0.12
0.08
0.10
0.07
N.A .
0.11
-21.1%
21.981
10.2%
0.11
0.12
0.11
0.08
0.10
0.07
N.A .
0.10
-18.5%
23.513
9.7%
0.10
0.11
0.11
0.08
0.10
0.07
N.A .
0.10
-18.4%
24.685
11.2%
0.10
0.10
0.11
0.07
0.09
0.07
N.A .
0.10
-17.9%
24.484
10.6%
0.09
0.10
0.10
0.07
0.09
0.07
N.A .
0.09
-18.3%
24.773
12.7%
0.09
0.10
0.10
0.07
0.09
0.06
N.A .
0.09
-15.7%
26.731
13.7%
0.09
0.09
0.09
0.07
0.09
0.06
N.A .
0.09
-16.4%
27.672
12.1%
0.08
0.09
N.A .
0.06
0.09
0.06
N.A .
0.08
-13.5%
27.716
13.2%
0.08
0.10
N.A .
0.06
0.08
0.06
N.A .
0.08
-8.4%
28.587
15.4%
33.6%
32.1%
19.7%
-14.8%
23.3%
-16.4%
30.4%
24.4%
34.8%
33.2%
22.6%
0.7%
24.9%
-9.3%
32.1%
26.7%
36.0%
32.7%
18.7%
7.1%
27.3%
-32.6%
30.9%
25.5%
29.9%
26.3%
12.8%
1.1%
27.4%
-35.7%
22.0%
18.8%
34.8%
29.0%
24.5%
12.3%
22.0%
-15.1%
24.8%
24.2%
35.7%
34.5%
25.3%
21.7%
28.0%
-14.2%
27.0%
27.4%
36.1%
33.1%
22.9%
15.2%
29.1%
-13.1%
26.7%
26.0%
31.7%
28.5%
18.7%
13.3%
28.6%
-6.0%
22.7%
22.7%
35.1%
31.1%
22.7%
22.5%
29.9%
5.4%
28.5%
27.4%
35.3%
31.0%
26.1%
25.3%
37.9%
11.9%
29.2%
29.6%
35.8%
28.6%
26.3%
23.1%
38.5%
6.7%
28.3%
28.5%
36.1%
26.5%
22.6%
23.9%
38.0%
7.5%
27.2%
27.5%
35.0%
33.1%
28.1%
25.7%
38.2%
17.2%
28.6%
30.3%
35.4%
32.6%
28.5%
28.0%
39.3%
25.1%
31.3%
31.8%
35.7%
24.9%
29.5%
27.3%
39.1%
20.8%
32.5%
30.7%
35.6%
23.0%
21.1%
26.3%
39.2%
13.9%
29.6%
27.9%
36.6%
28.2%
23.7%
26.6%
38.8%
18.9%
28.5%
29.6%
39.7%
30.0%
26.9%
29.6%
38.2%
25.5%
31.2%
32.4%
38.2%
24.3%
27.0%
28.8%
38.9%
26.0%
31.3%
31.4%
34.8%
20.5%
N.A .
28.1%
37.2%
15.9%
29.1%
27.7%
36.3%
23.0%
N.A .
28.5%
36.7%
24.0%
29.9%
29.6%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
149
1Q00
15.3%
1.1%
2Q00
16.1%
0.7%
3Q00
17.0%
1.0%
4Q00
18.9%
1.9%
1Q01
20.1%
1.2%
2Q01
21.5%
1.3%
3Q01
22.7%
1.2%
4Q01
25.1%
2.4%
1Q02
25.6%
0.6%
2Q02
24.9%
-0.7%
3Q02
24.3%
-0.7%
4Q02
25.0%
0.8%
1Q03
24.8%
-0.2%
2Q03
25.0%
0.2%
3Q03
25.1%
0.1%
4Q03
26.4%
1.4%
1Q04
27.8%
1.4%
2Q04
28.6%
0.7%
3Q04
28.8%
0.3%
4Q04
32.3%
3.5%
1Q05
33.3%
1.0%
1,362
2,328
N.A .
N.A .
3,691
92.3%
73.2%
1,444
2,440
N.A .
N.A .
3,883
93.1%
52.0%
1,587
2,551
N.A .
N.A .
4,137
94.7%
41.9%
1,706
2,662
253
N.A .
4,621
95.5%
36.0%
1,820
2,773
344
N.A .
4,936
95.8%
33.7%
1,968
2,884
435
N.A .
5,287
96.2%
36.2%
2,086
2,995
526
N.A .
5,607
96.4%
35.5%
2,462
3,106
667
N.A.
6,235
96.7%
34.9%
2,512
3,156
740
N.A .
6,408
96.8%
29.8%
2,512
3,003
753
N.A .
6,267
96.8%
18.5%
2,518
2,806
799
N.A .
6,123
96.8%
9.2%
2,561
2,861
894
30
6,346
96.8%
1.8%
2,490
2,877
918
40
6,325
97.0%
-1.3%
2,451
2,894
1,003
50
6,398
97.0%
2.1%
2,454
2,889
1,058
52
6,453
97.1%
5.4%
2,681
2,927
1,153
77
6,838
97.1%
7.8%
2,779
3,079
1,192
91
7,141
97.1%
12.9%
2,821
3,231
1,200
109
7,361
97.2%
15.1%
2,747
3,383
1,210
127
7,467
97.1%
15.7%
3,106
3,826
1,350
130
8,412
97.4%
23.0%
3,191
4,055
1,400
140
8,786
97.5%
23.0%
36.9%
63.1%
N.A .
N.A .
100.0%
37.2%
62.8%
N.A .
N.A .
100.0%
38.3%
61.7%
N.A .
N.A .
100.0%
36.9%
57.6%
5.5%
N.A .
100.0%
36.9%
56.2%
7.0%
N.A .
100.0%
37.2%
54.5%
8.2%
N.A .
100.0%
37.2%
53.4%
9.4%
N.A .
100.0%
39.5%
49.8%
10.7%
N.A.
100.0%
39.2%
49.3%
11.5%
N.A .
100.0%
40.1%
47.9%
12.0%
N.A .
100.0%
41.1%
45.8%
13.0%
N.A .
100.0%
40.4%
45.1%
14.1%
0.5%
100.0%
39.4%
45.5%
14.5%
0.6%
100.0%
38.3%
45.2%
15.7%
0.8%
100.0%
38.0%
44.8%
16.4%
0.8%
100.0%
39.2%
42.8%
16.9%
1.1%
100.0%
38.9%
43.1%
16.7%
1.3%
100.0%
38.3%
43.9%
16.3%
1.5%
100.0%
36.8%
45.3%
16.2%
1.7%
100.0%
36.9%
45.5%
16.0%
1.5%
100.0%
36.3%
46.2%
15.9%
1.6%
100.0%
181
111
N.A .
N.A .
292
-9.9%
81
111
N.A .
N.A .
192
-54.7%
143
111
N.A .
N.A .
254
-29.7%
119
111
253
N.A .
484
0.3%
114
111
91
N.A .
316
8.0%
149
111
91
N.A .
351
82.3%
118
111
91
N.A .
320
26.0%
375
111
141
N.A.
627
29.7%
50
50
73
N.A .
173
-45.1%
(0)
(153)
13
N.A .
(141)
N.M.
6
(197)
46
N.A .
(144)
N.M.
43
55
95
30
223
-64.4%
(71)
16
24
10
(21)
N.M.
(39)
17
85
10
73
N.M.
3
(5)
55
2
55
N.M.
227
38
95
25
385
72.4%
98
152
39
14
303
N.M.
42
152
8
18
220
203.6%
(74)
152
10
18
106
92.6%
360
443
140
3
946
145.4%
85
229
50
10
374
23.5%
62%
38%
N.A .
N.A .
100%
42%
58%
N.A .
N.A .
100%
56%
44%
N.A .
N.A .
100%
25%
23%
52%
N.A .
100%
36%
35%
29%
N.A .
100%
42%
32%
26%
N.A .
100%
37%
35%
28%
N.A .
100%
60%
18%
22%
N.A.
100%
29%
29%
42%
N.A .
100%
N.M.
N.M.
N.M.
N.A .
100%
N.M.
N.M.
N.M.
N.A .
100%
19%
25%
43%
13%
100%
340%
-76%
-115%
-48%
100%
-54%
23%
117%
14%
100%
6%
-9%
100%
3%
100%
59%
10%
25%
7%
100%
32%
50%
13%
5%
100%
19%
69%
4%
8%
100%
-70%
144%
9%
17%
100%
38%
47%
15%
0%
100%
23%
61%
13%
3%
100%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
150
1Q00
2Q00
3Q00
4Q00
1Q01
2Q01
3Q01
4Q01
1Q02
2Q02
3Q02
4Q02
1Q03
2Q03
3Q03
4Q03
1Q04
2Q04
3Q04
4Q04
1Q05
42.00
N.A .
N.A .
N.A .
42.00
-37.3%
N.A .
37.00
N.A .
N.A .
N.A .
37.00
-41.3%
N.A .
37.00
N.A .
N.A .
N.A .
37.00
-31.5%
N.A .
34.00
N.A .
N.A .
N.A .
34.00
-32.0%
N.A .
28.00
N.A .
N.A .
N.A .
28.00
-33.3%
N.A .
34.00
N.A .
N.A .
N.A .
34.00
-8.1%
N.A .
32.00
N.A .
N.A .
N.A .
32.00
-13.5%
1.0%
31.00
N.A.
N.A.
N.A.
31.00
-8.8%
1.0%
26.00
N.A .
N.A .
N.A .
26.00
-7.1%
3.0%
22.00
N.A .
N.A .
N.A .
22.00
-35.3%
5.0%
18.00
N.A .
N.A .
N.A .
18.00
-43.8%
7.0%
16.00
N.A .
N.A .
N.A .
16.00
-48.4%
10.0%
16.00
N.A.
N.A.
N.A.
16.00
-38.5%
12.0%
17.28
N.A .
N.A .
N.A .
17.28
-21.5%
14.0%
18.00
N.A .
11.19
N.A .
15.95
-11.4%
14.0%
21.00
N.A
10.87
N.A .
17.95
12.2%
15.0%
19.00
N.A .
11.36
N.A .
16.71
4.4%
15.0%
19.00
N.A .
12.94
N.A .
17.19
-0.5%
16.0%
22.00
N.A .
12.85
N.A .
19.20
20.4%
16.2%
23.00
N.A .
14.68
N.A .
20.48
14.1%
12.4%
21.00
N.A.
12.05
N.A.
18.27
9.4%
15.0%
105
N.A .
N.A .
N.A .
105
N.A .
103
N.A .
N.A .
N.A .
103
-21.6%
111
N.A .
N.A .
N.A .
111
-8.2%
104
N.A .
N.A .
N.A .
104
-15.4%
96
N.A .
N.A .
N.A .
96
-8.2%
91
N.A .
N.A .
N.A .
91
-11.9%
90
N.A .
N.A .
N.A .
90
-18.7%
88
N.A.
N.A.
N.A.
88
-15.6%
80
N.A .
N.A .
N.A .
80
-17.0%
74
N.A .
N.A .
N.A .
74
-18.7%
74
N.A .
N.A .
N.A .
74
-17.8%
73
N.A .
N.A .
N.A .
73
-16.9%
68
N.A.
N.A.
N.A.
68
-14.4%
71
N.A .
N.A .
N.A .
71
-4.5%
84
N.A .
N.A .
N.A .
84
13.5%
84
N.A .
N.A .
N.A .
84
14.9%
80
N.A .
N.A .
N.A .
80
17.4%
77
N.A .
N.A .
N.A .
77
9.4%
80
N.A .
N.A .
N.A .
80
-4.8%
82
N.A .
N.A .
N.A .
82
-2.3%
75
N.A.
N.A.
N.A.
75
-6.7%
0.40
N.A .
N.A .
N.A .
0.40
N.A .
0.447
12.9%
0.36
N.A .
N.A .
N.A .
0.36
-25.1%
0.420
-5.1%
0.33
N.A .
N.A .
N.A .
0.33
-25.3%
0.445
0.4%
0.33
N.A .
N.A .
N.A .
0.33
-19.7%
0.447
-5.7%
0.29
N.A .
N.A .
N.A .
0.29
-27.3%
0.401
-10.1%
0.37
N.A .
N.A .
N.A .
0.37
4.4%
0.521
24.0%
0.35
N.A .
N.A .
N.A .
0.35
5.3%
0.523
17.5%
0.35
N.A.
N.A.
N.A.
0.35
7.0%
0.551
23.3%
0.32
N.A .
N.A .
N.A .
0.32
8.6%
0.493
22.8%
0.28
N.A .
N.A .
N.A .
0.28
-24.4%
0.418
-19.8%
0.23
N.A .
N.A .
N.A .
0.23
-35.7%
0.335
-36.0%
0.20
N.A .
N.A .
N.A .
0.20
-43.5%
0.299
-45.7%
0.21
N.A.
N.A.
N.A.
0.21
-34.8%
0.304
-38.3%
0.21
N.A .
N.A .
N.A .
0.21
-25.5%
0.330
-21.2%
0.18
N.A .
N.A .
N.A .
0.16
-27.8%
0.307
-8.1%
0.21
N.A .
N.A .
N.A .
0.18
-7.8%
0.358
19.6%
0.20
N.A .
N.A .
N.A .
0.18
-14.1%
0.350
15.2%
0.21
N.A .
N.A .
N.A .
0.19
-11.2%
0.374
13.4%
0.23
N.A .
N.A .
N.A .
0.20
23.2%
0.427
38.9%
0.25
N.A .
N.A .
N.A .
0.22
20.3%
0.488
36.3%
0.24
N.A.
N.A.
N.A.
0.21
17.3%
0.471
34.6%
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A .
N.A.
N.A.
N.A.
N.A.
N.A.
N.A .
N.A .
13.4%
N.A .
13.4%
N.A .
N.A .
15.7%
N.A .
15.7%
N.A .
N.A .
15.2%
N.A .
15.2%
N.A .
N.A .
14.6%
N.A .
14.6%
N.A.
N.A.
39.4%
N.A.
39.4%
N.A .
N.A .
25.6%
N.A .
25.6%
N.A .
N.A .
32.4%
N.A .
32.4%
N.A .
N.A .
25.0%
N.A .
25.0%
N.A .
N.A .
29.7%
N.A .
29.7%
N.A .
N.A .
32.6%
N.A .
32.6%
N.A .
N.A .
30.8%
N.A .
30.8%
N.A .
N.A .
23.9%
N.A .
23.9%
N.A.
N.A.
30.9%
N.A.
30.9%
Source: ML estimates and company reports. * Country averages are weighted by market share, but they are ML estimates when information is either incomplete or missing.
151
4. Our Methodology
We have compiled basic operating metrics for mobile operators, public and
private, in 47 countries globally. In doing so, we have tried to make the data as
comparable as possible on a global basis, but it is worth noting that most
companies in Asia and Europe release figures on a semi-annual basis; therefore,
we have made estimates as needed to obtain some of the quarterly figures
presented. Still, we believe the results lead us to derive a fair picture of the
global industrys key trends and of its players, thus enhancing our analysis. We
usually present a given countrys financial metrics in local currency in order to
present the true operating trends, net of currency translation effects.
While reading this report, it is important to keep in mind that, despite our best
efforts to compile and standardize the data, some important issues remain. In
particular, it is worth noting that mobile operators often have different ways of
defining metrics. Below, we explain how we define the data, and highlight
where we have made adjustments.
Of the 1.7bn population not included in our Matrix, Africa and Central/Western
Asia each account for about 35%. Just over 1.0bn of this excluded population is
accounted for by 22 countries with populations of more than 20mn. The largest
of these are Bangladesh (141mn), Vietnam (82mn), Ethiopia (71mn), Congo
(58mn), Iran (57mn), Myanmar (50mn) and Ukraine (47mn).
152
Revenues
Total Gross Revenues include revenues from services, equipment and
accessories but exclude taxes. At times, we also refer to Service Revenues,
which are generally defined as Total Gross Revenues, less equipment and
accessory revenues. Revenues also include interconnection charges to other
carriers, fixed and mobile, to terminate traffic on a mobile carriers network. In
countries where the calling party pays (CPP) applies, interconnection can
represent about 20% of total revenues.
ARPU
The monthly Average Revenue Per User is calculated by dividing Service
revenues by the average subscriber base during the quarter. Service revenues
include monthly service charges and usage fees, roaming, long distance, and
subscriptions to mobile data services. Some operators also include non-service
revenues (e.g. equipment sales) in their ARPU calculation, while others exclude
revenues from roaming by non-subscribers or from incoming traffic.
MOU
The Minutes of Use per month per average user is calculated by dividing total
minutes of use on the operators network by the average subscriber base during
the quarter. It is measured in minutes and usually excludes traffic related to
Mobile Data services. We include both incoming and outgoing minutes in our
MOU figures, although some carriers disclose only outgoing traffic (e.g.
Australia, New Zealand, Finland). In these cases, we gross up the reported
outgoing-only MOU figure by assuming that incoming traffic is one third of
total traffic, consistent with traffic patterns in other countries.
We also note that MOU figures are potentially somewhat overstated in countries
that do not employ the calling party pays system (Canada, China, Hong Kong,
India, Singapore, US) relative to other countries who do as a result of the double
counting of on-net mobile-to-mobile minutes. The double counting occurs
because the same minute is billed to both the caller and the receiver. For some
markets in Europe, for example, we estimate that on-net mobile-to-mobile traffic
Refer to important disclosures on page 156.
Nigeria
RPM
Korea MOU
Operators report both incoming and outgoing MOU, while KTF also reports an
MOU-equivalent for its data traffic. For comparability purposes, we sum both
incoming and outgoing, but we exclude any reported data component of MOU.
We note that in Korea outgoing traffic is roughly 50% of total traffic, although
the mix may differ in other countries due to pricing differences, particularly as
they pertain to fixed-to-mobile termination fees.
EBITDA Margin
We calculate the EBITDA Margin by dividing Total EBITDA by Total
Revenues. Some may prefer to calculate the margin on only Service Revenues
(i.e. excluding Equipment sales from the denominator), presumably to obtain a
better picture of the profitability of the core business. However, few operators
outside the US disclose the margin on Service Revenues.
Country-Specific Comments
Australia MOU
Operators disclose only outgoing traffic, and we therefore gross up the reported
figure by assuming that outgoing represents 50% of total traffic although some
argue that it could be as high as 60% based on anecdotal evidence and the
experience in Finland.
Finland MOU
Operators disclose only outgoing traffic, and we therefore gross up the reported
figure by assuming that outgoing represents 65% of total traffic.
France ARPU
Unlike in other countries that employ the calling party pays system, there is no
interconnection fee levied by wireless carriers for terminating incoming mobileto-mobile voice traffic on their networks. As a result, French ARPU levels are
somewhat lower than they otherwise would be, everything else being equal, and
we estimate that this interconnection revenue generates roughly 7-15% of ARPU
for wireless carriers in other European countries.
Thailand MOU
Because mobile operators currently do not get compensation for terminating
incoming traffic on their networks, they disclose only outgoing traffic, and we
therefore gross up the reported figure by assuming that outgoing represents 50%
of total traffic.
Company-Specific Comments
Orange UK
Prior to 1 October 2002, incoming call revenues arising from customers who
have left Orange UK and transferred to one of the other UK networks, but who
have kept their Orange numbers (Mobile Number Portability or MNP), were
included in the calculation of Orange UKs overall and contract ARPU. With
effect from 1 October 2002, these revenues have been excluded from the
calculation of Orange UKs recurring network revenues, and hence also from the
overall and contract ARPU.
153
Polkomtel (Poland)
Vodafone UK
Rogers Communications
Rogers Communications 2Q04 net subscriber additions do not include the
74.8K negative adjustment for inactive prepaid subscribers for Microcell. In
4Q04, Rogers, conformed subscriber accounting policies for Microcell, which it
acquired on November 9. Effective November 9, the deactivation of Microcell
prepaid subscribers is recognized after 180 days of no usage (increased from 120
days to conform to Rogers prepaid churn definition). According to the
company, approximately 44K additional prepaid subscribers would have
churned under Microcells churn definition. In addition, Rogers changed its
postpaid disconnect policy in December, so that disconnecting customers are
required to pay for one month after they give notice. This resulted in a 15.9K
one-time boost to subscriber count.
Telefonica Moviles
TEMs reported ARPU differs somewhat from global peers in that it includes
non-cash revenue from traffic promotions, and it excludes incoming roaming.
The net result may be to slightly understate TEMs ARPU compared to peers.
154
Prior to Q4 FY March 2002, monthly and annual data percentages for the UK
and Italy were slightly overstated compared to other Group operators due to the
exclusion of certain distributor discounts on prepay top-up cards from prepay
customer revenues. The impact on these operators of the alignment to the
Groups methodology of basing prepay customer revenues on the face value of
top-up cards has been to reduce the December 2001 reported annual total data
percentages for the UK and Italy from 10.1% and 8.2% to 10.1% and 7.9%,
respectively and the December 2001 monthly total data percentages from 12.9%
and 11.1% to 12.7% and 10.7%, respectively.
Glen Campbell
glen_campbell@ml.com
(1) 416-369-7651
Asia Pacific
Alistair Scott
Patrick Russel
Daniel Baker (Aus/NZ/Sing)
Alice Bennett (Aus/NZ/Sing)
Verdi Budiman (Thai, Indo, Phil)
Simon Cheung, CFA
Brett Hucker (Aus/NZ/Sing)
John Kim (Kr)
Wendy Liu (China, HK, Taiwan)
Ridzuan Mohamed (Mal)
Pisut Ngamvijitvong (Thai)
Reena Verma (India)
Murad Ansar (Pak)
alistair_scott@hk.ml.com
patrick_russel@ml.com
daniel_baker@ml.com
alice_bennett@ml.com
verdi_budiman@id.ml.com
simon_cheung@hk.ml.com
brett_hucker@ml.com
john_h_kim@ml.com
w_liu@ml.com
ridzuan@klcssb.com.my
pisut@phatrasecurities.com
reena_verma@in.ml.com
mansari@kasb.com
(852) 2161-7055
(61) 3 9659-2740
(61) 3 9659-2520
(61) 3 9659-2377
(62-21) 515-8588
(852) 2536-3732
(61) 3 9659-2202
(822) 3707-0465
(852) 2536-3043
(60) 3 2615-1340
(622) 305-9202
(9122) 5632-8667
(92-21) 262 0154
Canada
Glen Campbell
Chris Li, CFA
Flora Chen, CFA
glen_campbell@ml.com
chris_li@ca.ml.com
flora_chen@ml.com
EESA
stephen_pettyfer@ml.com
thomas_chadwick@ml.com
meloy_horn@ml.com
(44) 20 7996-2486
(44) 20 7996-2043
(27) 11 305-5172
Europe
laura_mills@ml.com
jesus_romero@ml.com
graham_ruck@ml.com
benjamin_billiard@ml.com
argiro_papadopoulou@ml.com
naomi_obrien@ml.com
(44) 20 7996-4544
(44) 20 7996-1556
(44) 20 7996-1356
(44) 20 7996-3716
(44) 20 7996-0787
(44) 20 7996-2659
Japan
Yasumasa Goda
yasumasa_goda@ml.com
(813) 3213-6268
Latin America
Whitney Johnson
Mauricio Fernandes
Jonathan Groberg
whitney_johnson@ml.com
mauricio_fernandes@ml.com
jonathan_groberg@ml.com
US
David Janazzo
Michael Funk
Adam Ilkowitz
david_janazzo@ml.com
michael_funk@ml.com
adam_ilkowitz@ml.com
linda_bui@hk.ml.com
nick_elfner@ca.ml.com
Jason_carley@ml.com
Fixed Income
(852) 2536-3741
(1) 416 369-3995
(44) 20 7995-8543
hiroshi_uchino@japan.ml.com (813) 3213-8123
stuart_rossmiller@ml.com
(1) 212 449-3946
boransky1@exchange.ml.com (1) 212-449-7078
sundar_varadarajan@ml.com (1) 212 449-3058
Marketing
Specialists
Analyst Certification
I, Glen Campbell, hereby certify that the views expressed in this research report
accurately reflect my personal views about the subject securities and issuers. I
also certify that no part of my compensation was, is, or will be, directly or
indirectly, related to the specific recommendations or view expressed in this
research report.
155
Important Disclosures
Investment Rating Distribution: Telecommunications Group (as of 31 March 2005)
Coverage Universe
Count
Percent
50
Buy
65
Neutral
11
Sell
Investment Rating Distribution: Global Group (as of 31 March 2005)
39.68%
51.59%
8.73%
Buy
Neutral
Sell
Count
Percent
1060
1379
217
39.91%
51.92%
8.17%
Buy
Neutral
Sell
Coverage Universe
Buy
Neutral
Sell
Count
Percent
17
28
4
34.00%
43.08%
36.36%
Count
Percent
368
403
44
34.72%
29.22%
20.28%
* Companies in respect of which MLPF&S or an affiliate has received compensation for investment banking services within the past 12 months.
FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B Medium, and C - High. INVESTMENT RATINGS, indicators of expected total return (price appreciation plus yield) within the 12-month period from the date of the initial rating, are: 1 - Buy (10% or more for Low and
Medium Volatility Risk Securities - 20% or more for High Volatility Risk securities); 2 - Neutral (0-10% for Low and Medium Volatility Risk securities - 0-20% for High Volatility Risk securities); 3 - Sell (negative return); and
6 - No Rating. INCOME RATINGS, indicators of potential cash dividends, are: 7 - same/higher (dividend considered to be secure); 8 - same/lower (dividend not considered to be secure); and 9 - pays no cash dividend.
The analyst(s) responsible for covering the securities in this report receive compensation based upon, among other factors, the overall profitability of Merrill Lynch, including profits derived from investment banking
revenues.
Copyright 2005 Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S). All rights reserved. Any unauthorized use or disclosure is prohibited. This report has been prepared and issued by MLPF&S and/or one of its affiliates
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156