Australia's largest stock trading and investment forum Australia's #1 stock forum

TPM

0.00%

$8.93 tpg telecom limited

I concur, page-51

First 51 Last

Share
Profile

Follow
fugazied

3,154 Posts.

486

18/04/18

19:53

Post #: 32537749
Share

Originally posted by hcraboc ↑

Initially 5G will be rolled out on existing mobile phone towers. It will use the 3.6GHz band in Australia. Improvements in antenna technology and beam forming means a 5G cell is expected to cover the same area as an existing 1800MHz 4G Cell despite the shorter wavelength
Due to the improved spectral efficiency of 5G the cost per bit could be 10% of 4G

Some 28GHz 5G will be deployed in high traffic areas such as shopping malls, main streets within the CBD, Sports stadiums etc... This is the short range stuff, but the costs of the microcells could be below $5000 installed once its done at scale. Microcells can cost carriers less than US$1000 for hardware alone. As bandwidth needs increase 5G will be rolled out further

Legislation is already changing so you can put microcells on lamp posts with few approvals, and much of TPG's deployment in the CBD in Melbourne and Sydney is on light posts. NBNCo has also applied to the government to allow mobile backhaul over NBN Fibre.

It would make sense that heavy data users should remain on NBN...
However maybe 1/3 of the population could be candidates to replace the ADSL or 12/1 NBN Service they have now with a 4G/5G solution at maybe $10-20 per month less

Expand

Installed in shopping centres, using whose fibre and real estate? Will all competing players need their own transmission site in a shopping centre?

The recent 5G tests in an urban environment saw decent speeds at a range of 150 to 400 metres. While it did better through concrete than they expected, we are still talking about thousands of transmission sites being required in the cities. packed full of buildings. They can't just slot this in to replace 4G. They are talking about a massive rollout.

I'm not sure getting fibre to lampposts and getting permission from various councils will be that easy... You think NBNCO will be delivering all of those fibre? At what price?

TPM Price at posting: $5.39 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

ASX Market Open: Aussie futures fall on overall weak night in the US

ABY

Adore Beauty FY24 revenues up 7.4% YoY to $196M

Talking Australia's very competitive property landscape: Realty Talks

CC9

Wyoming could be America's next hard rock battery metal province – and Chariot Corporation can help

AI stocks: What to expect in 2024-25