5G level service before 5G is deployed. Danish Mobile carrier 3, like most wireless companies today, has capacity going to waste. 4G Massive MIMO, Carrier aggregation, and other technologies advances are growing networks faster than the traffic demand grows. It covers 98% of Denmark and should be able to deliver the 40-70 MHz to most of the country.

Third and fourth carriers in many countries are suffering from a lack of customers. They have to think like new entrants and move aggressively. That does not necessarily mean cutting prices, although price cuts are an obvious choice. In wireless in particular, most carriers have excess capacity in most places. That allows you to drastically increase caps or video quality, both of which customers want. That's much easier when the marginal cost is low, like here. You can give more to customers without it costing too much. (Unlike, say, investing in fibre to the home. Although Telefonica and Orange seem to be making it work.)

You give up a modest amount of revenue from overages and the like but you'll have more customers. When there is extra capacity, I believe that the revenue from more customers and reduced churn is far more than the cost. I have no good data.

3 is part of Hutchinson, the Hong Kong-based multinational with branches in Sweden, Italy, England, and Indonesia. I don't think either the Brits or the Swedes are ready for a Xavier Niel or Mukesh Ambani.

 

3 challenges the broadband market with "Internet for the home"
Press release • Feb 11, 2019 08:25 CET

3 launches Internet for home on February 11, 2019
The telecommunications company 3 will now take on the wired connections and sign up as a broadband provider. With a good 4G network and an inexpensive solution that is easy to install, the company expects to be able to create new competition in the broadband market.

More than 98% of Denmark's population is covered by 3's 4G network, and there is so much speed on the net that 3 now will also sell the 4G connections to the Danes as "Internet for the home". The new subscription for private customers costs DKK 230 a month and includes 1 TB of data, which according to 3 should cover most household needs.

"Until now, our broadband subscriptions have included 3Likehome and 3Deling and have therefore been priced so they could not challenge the" clean "solutions on the market. We are redesigning it now by introducing the Internet to the home, which can only be used in Denmark. The Consumer Council was out and about criticizing rising prices on the broadband market due to low competition, so we sense that we can get off to a good start with our sharp offer, ”says David Elsass, who is the director of the retail customer market at 3.

End with smooth cable connections
3's home Internet offer includes a free Huawei 4G router, which is the combination of a good router and a strong 4G network that gives 3 blood to the tooth.

"Our research shows that many Danes today live with a half-loop wired broadband connection that does not meet their needs, and they have no wired alternative because there are no other companies that have dug cables into the area. With our launch we would like to bring ourselves to the radar for these households. Our 4G can deliver a good broadband experience very many places in the country. And at the same time it is super-efficient to install. You do not have to wait for a fitter who comes "between 8 and 16". With a SIM card and a router you are online in five minutes, ”explains David Elsass from 3.

dave askOn Oct 1, Verizon turned on the first $20B 5G mmWave network. It will soon offer a gigabit or close to 30M homes. Thousands of sites are live in Korea; AT&T is going live with mobile, even lacking phones. The hype is unreal. Time for reporting closer to the truth.

The estimates you hear about 5G costs are wildly exaggerated. Verizon is building the most advanced wireless network while reducing capex. Deutsche Telekom and Orange/France Telecom also confirm they won't raise capex.

Massive MIMO in either 4G or "5G" can increase capacity 4X to 7X, including putting 2.3 GHz to 4.2 GHz to use. Carrier Aggregation, 256 QAM, and other tools double and triple that. Verizon sees cost/bit dropping 40% per year.

Cisco & others see traffic growth slowing to 30%/year or less.  I infer overcapacity almost everywhere.  

Believe it or not, 80% of 5G (mid-band) for several years will be slower than good 4G, which is more developed.

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5G Why Verizon thinks differently and what to do about it is a new report I wrote for STL Partners and their clients.

STL Partners, a British consulting outfit I respect, commissioned me to ask why. That report is now out. If you're a client, download it here. If not, and corporate priced research is interesting to you, ask me to introduce you to one of the principals.

It was fascinating work because the answers aren't obvious. Lowell McAdam's company is spending $20B to cover 30M+ homes in the first stage. The progress in low & mid-band, both "4G" and "5G," has been remarkable. In most territories, millimeter wave will not be necessary to meet expected demand.

McAdam sees a little further. mmWave has 3-4X the capacity of low and mid-band. He sees an enormous marketing advantage: unlimited services, even less congestion, reputation as the best network. Verizon testing found mmWave rate/reach was twice what had been estimated. All prior cost estimates need revision.

My take: even if mmWave doesn't fit in your current budget, telcos should expand trials and training to be ready as things change. The new cost estimates may be low enough to change your mind.