Company: BIP-PB
Filing Date: 2025-03-24
Form Type: 20-F
Source: 0001628280-25-014380
Chunk: 203

Company: Brookfield Infrastructure Partners L.P.
Filing Date: 2025-03-24
Form: 20-F
Item: Item 4
Chunk 203
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 consist of two large-scale fabrication foundries in Arizona in partnership with Intel, one of the largest global semiconductor companies. The facilities are under construction and are intended to manufacture leading-edge semiconductor chips once completed.

Our U. S. fiber business is a greenfield developer of fiber to the premise networks in the United States, with active construction in 12 markets representing approximately 375,000 households. We are continuing to progress the construction of our two inaugural markets, allowing the first portions of the markets to begin serving customers, and initiated the construction of six additional markets.

90 Brookfield Infrastructure

Strategic Position

Our telecom operation in France is a leading independent data infrastructure operator in the country with coverage across the French territories. Our coverage and location enable us to be a leader across all of the segments in which we operate. Its scale in telecommunications sites makes it the second largest independent tower operator in France and a preferred partner of mobile network operators. In television, it provides coverage to over 97% of the French population, one of Europe’s largest television markets. In radio, we are the reference provider for services in France with approximately 70% and 41% market share of public and commercial radio frequencies, respectively.

Our German and Austrian telecom towers operation is one of the largest in Europe with the potential to grow even larger through bolt-on acquisitions of further sites across Eastern Europe. We believe the business has the opportunity to create additional value through adjacencies such as small cells, distributed antenna systems and edge data centers.

Our U. K. wireless infrastructure operation owns critical national infrastructure that enables mobile network operators to meet their government mandated coverage obligations. The location of our sites form an integral part of the telecommunication backbone in the U. K. and are well-positioned to capture rural growth in data consumption. A significant investment has been made as part of the 4G rollout in the country which provides ample capacity for further leasing opportunities. Additionally, with over 70 distributed antenna systems, our business is a market leader in the U. K. for indoor solutions.

Our Indian telecom towers operation has exposure to the growing data consumption trend. India is one of the largest data consumers in the world. With aggressive 5G deployments by service providers, coupled with growing affordability and availability of 5G smartphones, 5G will represent around 74% of mobile subscriptions in the region at the end of 2030. The average traffic per smartphone is projected to grow from 32GB per month in 2024 to approximately 66GB per month by