There certainly is a lot of interest in machine-to-machine communication (M2M) and the internet of things (IoT). But what we are seeing is only what is happening on the surface. Most of the M2M activities are taking place unnoticed. For example, most newly produced electronic devices are now all M2M enabled. Over 100 million smart […]
Mobile Communications
The major new developments here are the next generation of mobile infrastructure known as 5G and Low-Power Wide Area Network (LPWAN) used for the rapidly advancing IoT services. New business models around services providers and MVNOs are also addressed.
COVIDSafe risk assessment personal data vs your risk regarding the virus
For me, the reason to download the COVIDSafe app is that my personal risk of not using it is greater than the risk of the possible misuse of my data. From a technical and legal point, I am satisfied that the app is as safe as you can expect from any technology. If you are […]
The role of FttH in the development of 5G
As the rollout of fibre to the home project (FttH) remains a slow process it is no wonder that more and more people are looking towards mobile as a potential alternative. Obviously, mobile communication has improved over recent years in providing excellent access to broadband. It has also become more affordable. At the same time, […]
Do we need 5G to compete with the NBN
For as long the NBN has been under development we have heard comments that the NBN is not needed as the world will go wireless. In the early days, this was an argument from, among others, Former Prime Minister Malcolm Turnbull. However, while he didn’t often repeat this argument of fear, uncertainty and doubt, the […]
Will the data retention scheme result in a cost blow out for the roll-out of 5G?
Optus recently requested a proper investigation by the Government in relation to a potential data storage cost blowout to retain 5G metadata. This is data that labels information about other data such as files, videos, instructions, images and so on. The telcos are now required by law to collect and store metadata and to make […]
The West is shooting itself in its IT foot
In our globalised economy, it is important that we do establish levels of fair trade and the U.S. is right in addressing that issue. However, making technology a key element of the trade war will backfire. Let’s take (again) the Huawei issue as an example. The company has admitted that the U.S/ boycott is hitting […]
5G and the health scare
Having been involved in the telecommunications industry for a long time, I followed many of the discussions involving health concerns when the 3G and 4G mobile technologies were introduced. This time, with 5G, the situation is no different. Again, there are many communities worried about the potential negative health effects of the radiation that emanates […]
Have we reached ‘Peak Telecom’ and what does this mean for 5G
“Peak telecom” is described as the maximum point of expansion reached by the traditional telecommunications industry before the internet commoditised the industry to a utility pipe. I had to think of this when I read the recent outcomes of the famous Ericsson Consumer Lab survey. The company used the result of the survey to counteract market criticism […]
Telecoms wish list for the new minister.
With a new government and a new Minister for Communication in place it is an appropriate time to start looking at the telecommunications issues that need to be addressed. I welcome the new Minister Paul Fletcher as he is by far the best qualified in government to take on the telecoms portfolio. I know him […]
The Vodafone-TPG merger dilemma
The Vodafone-TPG merger dilemma, what to make of the ACCC decision not to allow the merger between Vodafone and TPG? […]
What is the business case for 5G?
What is the business case for 5G? There is a lot of hype around 5G but none of it is new. We saw the same propaganda – fuelled by the manufacturers – in the run-up to the launch of the 3G and 4G versions of the mobile technology. Driverless cars and a range of other […]
Can Macquarie Bank run a niche mobile service?
Macquarie Bank Is going to launch a mobile product in the telecoms market. This is an interesting development.. It doesn’t happen that often that an investment itself launches a mobile service, to be known as Nu Mobile. Even more remarkable is that it launches a niche mobile service known as a Mobile Virtual Network Operator […]
New opportunities to open up the mobile market.
In my various media comments on TPG’s withdrawal from the mobile network market, I commented on the one side that the government’s ban on Huawei was a great excuse for the company to abandon its ambitious infrastructure plans. Building such a new network doesn’t make economic sense, especially within the context of a merger with […]
Comments on the 5G auction
The 5G auction brought in $853 million in the government’s coffers, while this is a lot of money the total amount of the spectrum sale is lower because of limited competition, partly because of the restrictions there were put on Optus and the nbn company regarding the amount of spectrum they can have in metropolitan […]
No quick wins with 5G for Telstra
Despite the big PR splash from Telstra in relation to its 5G announcement, there was not much news beyond phones that look very similar to 4G phones and (video) services that can also be provided over 4G. I remain convinced that 5G is not going to provide any new revenues for Telstra and for Optus […]
More competition in countries with four rather than 3 mobile providers
The merger between Vodafone and TPG will bring the number of Mobile Network Operators in Australia from four to three. Since the announcement there have been plenty of discussions if this merger will reduce competition and thus favour Telstra and Optus or if TPG will indeed maintain its position as national price beater in the […]
Vodafone – TPG merger
While I would have loved to see TPG entering the mobile market to bring some good competition to it, in the end business sense has prevailed and Vodafone and TPG have decided to look at merging the two companies. The market has long been dominated by egos and that has made it difficult sometimes to […]
Optus makes sure there will be competition in 5G
After lots of talk about 5G being a potential competitor to the NBN, Optus is throwing the cat among the pigeons. Its announcement of a fixed wireless product is challenging the NBN head-on. It will be interesting to see what the reaction from the national broadband company will be, as it has already hinted at […]
Mobile broadband is no alternative for fixed broadband
With a faltering NBN in Australia, many people in the media and outside the industry are suggesting that perhaps we don’t need an NBN at all as with new mobile technologies such as 5G the quality problem of broadband access in Australia could be solved in this way. This argument is not new, the Prime […]
What is the future for our mobile network operators?
‘Wireless is just one wire less’ or ‘Wireless is just spectrum wrapped around a fibre core” The Australian mobile telecommunication industry is continuing to resist structural changes, but the reality is that if they don’t transform, technology will do it for them. We have seen the fixed telecom operators slowly being pushed back into the […]
Australia’s top three Telcos face growing competition
Telstra is Australia’s largest telecommunications provider offering a full range of telecom services throughout Australia. The company provides basic access services to most homes and businesses, local and long-distance telephone call services, and mobile and internet services. Wholesale services are also provided to ISPs and RSPs while advertising and subscription television services are provided through subsidiary […]
The future NBN might look rather different
In all reality it looks like the multi-technology mix (MTM) as it is currently being rolled out by the nbn company is as good as it will get. Some Australians will have an excellent service, especially those on fibre-to-the-home (FttH) and fibre-to-the-curb (FttC) technologies. Others won’t see any difference from the current ADSL services they […]
The importance of high-speed broadband in regional Australia
It is still a battle to extend the perception of the importance of high-speed broadband beyond fast access to the internet or to Netflix. But the social and economic benefits are equally important, especially looking towards medium- and long-term future development of the region. The healthcare, government services and education sectors are undergoing massive transformations, […]
Telecoms infrastructure and digital technologies lead the way
There are a number of industries leading the current changes brought about by the digital evolution – but none more so than the ICT industry. This sector alone has been transformational in developing the appropriate infrastructure, services and equipment required to underpin our societies of the future. The enormous shift towards digital technologies continues […]
The role of FttH in the development of 5G
As the roll out of FttH remains a slow process it is no wonder that more and more people are looking towards mobile as a potential alternative. Obviously mobile communication has improved over recent years in providing excellent access to broadband; and it has also become more affordable. At the same time there is the […]
The role of the NBN in the development of 5G
With an NBN that is failing many customers it is no wonder that more and more people are looking towards mobile as a potential alternative. Obviously mobile communication has improved over recent years in providing excellent access to broadband; and it has also become more affordable. At the same time there is the fabulous hype […]
2Degrees – where to go from here?
For more than a decade I have followed the trials and tribulations of New Zealand’s third mobile operator, 2Degrees. This story started at a time when regulation in New Zealand (or more to the point, the lack of it) very much favoured the incumbent operator, at that stage called Telecom New Zealand. From the very […]
Mobile infrastructure will ultimately rely on fibre broadband
In 2017 mobile broadband subscriptions are growing rapidly and LTE infrastructure now carries over 65% of all global mobile traffic. While mobile and fixed will always exist in parallel, there is no doubt that with a faltering fixed network and an excellent mobile network, mobile will give fixed a run for its money. With competitively […]
Competitive global mobile market sees the rise of regional leaders
The global mobile market has become far more competitive in most markets around the world due to liberalisation, the rise of Over-The-Top (OTT) providers and, in some cases, the introduction of MVNOs. In addition, as operators go hunting for new revenue streams, there has been much regional and international expansion occurring – along with consolidation. […]
The Next Big Thing
Last week I chaired a number of very well-attended sessions at the Connect Conference in Melbourne. My compliments to the organisers, who had gathered together a range of excellent speakers, very different from the commercially motivated group of speakers who so often feature at commercial conferences. The Plenary Opening session featured Dr Amanda Caples, the […]
Australia’s telco market grows slowly with mobile broadband driving growth
The overall telecoms services revenue reached over $42 billion in 2016, a growth of under 1% for the 12 months to June 2016. The overall market is predicted to grow at a stronger rate in 2017. The strongest growth is coming from the second tier providers, which grew at over 10% during that time period. […]
International expansion has strengthened the operations of many mobile operators
In 2017 the global mobile market has its sights firmly set on the opportunities offered through mobile data as well as looking for potential new revenues streams presented by the enterprise sector, data mining, 5G and international expansion. Mobile saturation has occurred in many of the developed markets and this has forced some of the […]
Australia’s MNOs prepare for migration to 5G
The Australian mobile market is dominated by the three major mobile network operators Telstra, Optus, and Vodafone (VHA), though there are numerous MVNOs which have a significant market share. MVNOs have been able to offer LTE services on a wholesale basis since early 2016, thus encouraging growth in the LTE sector and cementing the role […]
Telstra, Optus and Vodafone face increasing threat from 2nd Tier Market
The overall telecoms services revenue reached over $40 billion in 2016, a growth of 2.0% for the 12 months to June 2016. The overall market is predicted to grow more strongly in 2017. The strongest growth is coming from the second tier providers, which grew at over 10% during that time period. The market incumbent […]
Mobile roaming – does customer service matter to the mobile operators?
Since the ACCC indicated that it is again opening up its investigation into mobile roaming there has been a great deal of noise from the various telco players regarding the pros and cons of mobile roaming. However very little attention has been given to the more subtle underlying issues. While most the operators involved in […]
The next development in wireless broadband
In the USA the FCC has started the discussion on the next level of telecoms in the wireless market, aimed at making spectrum in bands above 24GHz available for flexible-use of wireless services, including next-generation, or 5G networks and technologies. New technologies such as massive-MIMO are going to make it possible to deliver ‘fibre-like’ speeds […]
Australia’s MVNOs now accessing the world’s fastest LTE networks
The three LTE networks operated by Optus, Telstra and Vodafone have been developed rapidly during the past two years. These MNOs are striving to provide an infrastructure capable of meetings customer demand for mobile broadband services, and are also preparing for the possibilities anticipated through the deployment of 5G within the next few years. Telstra […]
Vodafone New Zealand’s merger with Sky shows continuing pressure to provide a full suite of services
The merger was not approved by the New Zealand Regulator (6/2017). During the last decade there has been considerable merger and acquisition activity in the telecoms sector across global regions. Where these processes are not possible, for regulatory or commercial reasons, operators have found ways to share resources in a bid to provide improved services […]
China Continues to Evolve as a World Leader in the Digital Media Sector
The Chinese telecom market is the largest in the world in terms of subscribers and is undergoing transition. Mobile subscriptions outnumber fixed voice connections and voice is giving way to data as the primary revenue generator. China’s telecom market is served by three operators; China Telecom, China Unicom and China Mobile. All three are integrated […]
Is 5G over-hyped?
It probably is because we are so good at doing that in our industry. We start with over-promising and under-delivering and then in following years we fix it. So why would 5G be different? Our admirable technology companies are telling us that 5G will be 100x faster than 4G and that it will have 50x […]