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In most of the world, erecting cell phone towers is MUCH MUCH cheaper than trying to string cables. That's why cell phone growth is exploding in poor-er countries or countries with inhospitable geography. In Chile and Brazil there probably a hundred cell phones per land line. Brazil is even experimenting with cell phone blimps to replace towers.
So yes, the growth in the south, e.g that 10th of the earth's surface where more poor people live, is actually bolstering cell phone markets.