SIMBA Telecom discussion thread

[hereiam7788]

Not true. M1/Singtel/Starhub still got those $200++/month plan. Corporate also don't mind to subscribe expensive plans with free iPhone. TPG need to significantly up their service in order to win subscribers. Currently, TPG customers service is quite bad.

if you still think that telcos are really making a lot of profits yearly even like 20 years ago, then you should look at the reports that show how they continue to have profits dropped over the year.

facts tell the truth instead of what you think.

Feb 2020
Singtel Q3 profit down 23.8% to S$627.2m
https://www.businesstimes.com.sg/companies-markets/singtel-q3-profit-down-238-to-s6272m

May 2020 - Singtel Q4 profit falls 25.7% to S$574m
https://www.businesstimes.com.sg/companies-markets/singtel-q4-profit-falls-257-to-s574m

 

[Aion99]

if you still think that telcos are really making a lot of profits yearly even like 20 years ago, then you should look at the reports that show how they continue to have profits dropped over the year.

facts tell the truth instead of what you think.

Feb 2020
Singtel Q3 profit down 23.8% to S$627.2m
https://www.businesstimes.com.sg/companies-markets/singtel-q3-profit-down-238-to-s6272m

May 2020 - Singtel Q4 profit falls 25.7% to S$574m
https://www.businesstimes.com.sg/companies-markets/singtel-q4-profit-falls-257-to-s574m

Profits drop due to market saturation, and 4G usage become stagnant. 5G will be a huge leap in terms of technology advancement. 3G to 4G not so much different. 5G will be different story.

 

[hereiam7788]

Profits drop due to market saturation, and 4G usage become stagnant. 5G will be a huge leap in terms of technology advancement. 3G to 4G not so much different. 5G will be different story.

this is exactly what i mentioned what. TPG as a new MNP that wanted to come in to share the pie that are already shared among the existing three MNPs plus MVNOs are totally tough especially they do not even have a matured 4G network coverage for underground MRTs, even MVNOs can share the pie easier since they do not need to build the 4G infra but just ride on the matured 4G infra by the three telcos.

Telco market's margins to narrow as more MVNOs launch in 2020
https://sbr.com.sg/telecom-internet/in-focus/telco-markets-margins-narrow-more-mvnos-launch-in-2020

Revenue of the mobile market is projected to slip 7.6% in 2019 and further fall 6.9% in 2020.

 

[hereiam7788]

Profits drop due to market saturation, and 4G usage become stagnant. 5G will be a huge leap in terms of technology advancement. 3G to 4G not so much different. 5G will be different story.

obviously u have not read enough on 5G. if it is really cheaper, all the telcos do not need to do joint-venture to build the 5G infra.

https://www.mckinsey.com/industries...the-inevitable-growth-of-infrastructure-cost#

Network cost could double as operators strive to meet demand for increased capacity and deploy 5G.

 

[cscs3]

Profits drop due to market saturation, and 4G usage become stagnant. 5G will be a huge leap in terms of technology advancement. 3G to 4G not so much different. 5G will be different story.

Correct. Basically due to market saturation.

 

[Angtehkor]

This fat boy very cute

 

[Aion99]

obviously u have not read enough on 5G. if it is really cheaper, all the telcos do not need to do joint-venture to build the 5G infra.

https://www.mckinsey.com/industries...the-inevitable-growth-of-infrastructure-cost#

Network cost could double as operators strive to meet demand for increased capacity and deploy 5G.

I admit you are right about the 5G infra costs will be more expensive than 4G. Existing business model of relying on individual sgd10 monhtly subscriptions definitely unable to profit anymore.

So with 5G, for example, it maybe possible to deliver food using drones. Instead of giving 3k/month for each grabfood delivery boy, each drones only need 1.5k/month to operate. 50% cost savings for Grab. And for this 1.5k maybe Singtel charge SGD500/month for dedicated 5G bandwidth per drone, then left 1k for Grab AI. The AI can control hundreds of drones to deliver food at the same times, all using Singtel 5G gigabit network.

This is just one of the example where it is possible to profit. I have not even talk about self driving car,instead of paying two drivers(two shifts) total 6k/month, this self driving car can 24/7 operate itself with more than 80% cost savings compare to traditional car, and each car also paying sgd500 dedicated 5G bandwidth. So you have extra millions very high profit "device" subscribers. and human subcribers can be ignored already. The prospects of telcos may not be so bad anymore.

 

[hereiam7788]

I admit you are right about the 5G infra costs will be more expensive than 4G. Existing business model of relying on individual sgd10 monhtly subscriptions definitely unable to profit anymore.

So with 5G, for example, it maybe possible to deliver food using drones. Instead of giving 3k/month for each grabfood delivery boy, each drones only need 1.5k/month to operate. 50% cost savings for Grab. And for this 1.5k maybe Singtel charge SGD500/month for dedicated 5G bandwidth per drone, then left 1k for Grab AI. The AI can control hundreds of drones to deliver food at the same times, all using Singtel 5G gigabit network.

This is just one of the example where it is possible to profit. I have not even talk about self driving car,instead of paying two drivers(two shifts) total 6k/month, this self driving car can 24/7 operate itself with more than 80% cost savings compare to traditional car, and each car also paying sgd500 dedicated 5G bandwidth. So you have extra millions very high profit "device" subscribers. and human subcribers can be ignored already. The prospects of telcos may not be so bad anymore.

We all know the potential benefits of 5G which it is not needed to reiterate and it is beyond the discussion here. It is still long way to go for 5G.

And 5G will encounter much more technical challenges than 3G or 4G implementation due to poorer penetration rate in terms of higher frequencies besides the higher infra cost. It is not as easy as what a consumer may think which it is just an abc transition. from previous 3G to 4G transitions to until now we finally have mrt underground coverage, in between it already takes years due to the number of base stations needed from 3G to 4G.

Last year iPhone 11/11 Pro does not support 5G, and a lot of them are making noise to it. While it is coming to almost one year soon we still yet to see any shadow of 5G plan available. This explains.

Not to forget, in order to recover cost, whether telco will really give consumer the same amount of data for the same amount of price paid now is also a big question mark. Dun forget the transition from 3G to 4G, the base data we get drop from 12GB to 2 to 3GB on 4G plan at the start. That time telcos are even charging extra $10 for each subscribers on the 4G services as value added service which causes a lot of complaints and then eventually they removed it. We have get 5G at the excellent theoretical but we may ended getting super low data quota to start with.

 

[neanea]

Does TPG have a customer service it number?

 

[myjunkid11]

Does TPG have a customer service it number?

This is a telco without telephone.

 

[Fellowes]

Technologies from Sweden's Ericsson and Finland's Nokia will power the core of Singapore's two nationwide 5G networks here, forming the backbone of its digital economy.

Singtel will be using Ericsson for all components of its networks. StarHub and M1 have selected Nokia to supply core network and radio network access equipment.

StarHub is exploring using vendors including Nokia and Chinese vendors Huawei and ZTE for other network elements, whereas M1 is reviewing Ericsson, Nokia and Huawei.

TPG Telecom did not win the nationwide 5G licence, but it will be allowed to operate smaller 5G networks that provide spot coverage using airwaves that are in abundance. TPG has selected China's Huawei as its key vendor.

Source: https://www.straitstimes.com/tech/singtel-and-starhub-m1-consortium-finalise-vendors-for-5g-coverage

 

[Shion]

https://www.businesstimes.com.sg/te...ed-5g-network-singtel-starhub-m1-confirmed-as

 

[crystalnox]

https://www.businesstimes.com.sg/te...ed-5g-network-singtel-starhub-m1-confirmed-as

They won the mm-wave spectrum, that's not going to be very useful for most scenarios..

 

[Aion99]

Technologies from Sweden's Ericsson and Finland's Nokia will power the core of Singapore's two nationwide 5G networks here, forming the backbone of its digital economy.

Singtel will be using Ericsson for all components of its networks. StarHub and M1 have selected Nokia to supply core network and radio network access equipment.

S

Source: https://www.straitstimes.com/tech/singtel-and-starhub-m1-consortium-finalise-vendors-for-5g-coverage

Too bad, they did not select Huawei, which is more advanced at 50% lower price. This will cost Singapore in the long run and affect 5G price plan here. And the increased network cost will affect business here.

 

[keenklee]

Does TPG have a customer service it number?

AFAIK, they do not have a number. Support is via their forum and an email address.

If you do email them, if after some time you do not get a response, I would suggest you forward the previous email to them.

My track record with them

14 May - Sent
2 June - Forward again
18 June - Reply

&

18 June - Sent
20 June - Forward again
24 June - Reply
To date, issue yet to resolve.

 

[cscs3]

Too bad, they did not select Huawei, which is more advanced at 50% lower price. This will cost Singapore in the long run and affect 5G price plan here. And the increased network cost will affect business here.

Not necessary true. Heard from some teleco friend, initial cost from Huawei is very low, generally 30% less. But subsequence maintenance cost is high. I guess they make back from there.

In term of technology, see the link below and you will be very suprised on what you alreafy know:
https://www.lightreading.com/asia-pacific/who-rules-5g-patents-it-depends-how-you-ask/d/d-id/756790

 

[mydelta]

Hi, just to check.
Is it common here that the free SIM card trial is still working despite I did not cancel it or sign up plan?

 

[gregory_choo]

Hi, just to check.
Is it common here that the free SIM card trial is still working despite I did not cancel it or sign up plan?

just continue to use and hope that they forget to cancel yours.

 

[magix]

Infra cost definitely will be cheaper due to technology advances. Maybe ten 5G base station prices are cheaper than one 4G base station. When self driving car also need 5G network, telcos can even expand their subscription to every car devices. Not ony humans need 5G, every car, TV, electrical devices also need 5G.

Unfortunately the cost for 5G is high then deploying a 3/4G network.

To keep 5G high speed and low network latency

- More base station is require
- So most cost for installation and rent root top space.
- Due feq range that 5G is using, it coverage range is short and weaker.

This is why Starhub and M1 join hands to build 5G network.

 

[Aion99]

Not necessary true. Heard from some teleco friend, initial cost from Huawei is very low, generally 30% less. But subsequence maintenance cost is high. I guess they make back from there.

In term of technology, see the link below and you will be very suprised on what you alreafy know:
https://www.lightreading.com/asia-pacific/who-rules-5g-patents-it-depends-how-you-ask/d/d-id/756790

Those Western articles will of course paint a good picture of Ericsson or Nokia. Commonsense taught us that with economic of scale, costs will be down significantly.

China already got around 200K 5G base stations in use. They going to have 600K 5G base stations by year end.The gap with those western powers will become even more wider by next year as COVID-19 mismanagement in USA, UK etc causing delayed in 5G development. Huawei 5G is a proven working model, stress tests with China large user base. But SG selected an expensive, outdated and experimental models. Very obvious that this is to sacrifice consumers benefits to protect USA Trump Interests.