In the very-early days of 4G deployment, when routers were available, but not yet phones, hotspot and data access use cases obviously drove early sales. That appears to be the case for 5G as well.
As often was the case for early 4G, when enterprise and business user applications were dominant, early 5G might be lead by business use cases.
“Right now from a 5G standpoint, what we're seeing in terms of adoption tends to be business,’ said Randall Stephenson, AT&T CEO. “In fact it's exclusively business for us right now.”
In keeping with the mobile substitution framework, AT&T finds early business buyers often are using 5G as a substitute for fixed network access.
“It’s serving as a land replacement product,” said Stephenson. Also, AT&T expects 5G service plans for business will start to look more like fixed network plans, where users can buy services of differing speeds at different prices.
“We expect that there is going to be...price differentiation for speed as you move into a 5G environment,” he said.
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