Thursday, April 4, 2019

5G Price-Value Decisions Shape Mobile Substitution Prospects

5G substitution for fixed network access is partly a matter of spectrum; small cell density; backhaul asset density and tariffs. Most of those considerations are about how much bandwidth 5G can deliver. But the most-important issue is the price-value proposition.

To compete effectively as a substitute for fixed network internet access, usage allowances; speed and price have to be comparable. In South Korea, 5G appears to be positioned by KT in a way that essentially protects much of the fixed network ISP business. The other suppliers seem to be less concerned about that, at least for single-person households.

Much hinges on tethering rules. Unlimited tethering makes 5G a better substitute product in a single-person household. Limited tethering makes 5G a less-viable substitute.

Throttling rules, after a set amount of usage, also make 5G a less-effective product substitute.

No comments:

Post a Comment

Is Sora an "iPhone Moment?"

Sora is OpenAI’s new cutting-edge and possibly disruptive AI model that can generate realistic videos based on textual descriptions.  Perhap...