Question 1

When will 5G services actually be available for commercial use?

Accepted Answer

Commercial 5G services are now expected to go live in 2019, accelerating the previous industry target of 2020. This rollout is supported by the auction of the critical 3.6 GHz spectrum band scheduled for November 2018.

Question 2

Is 5G a legitimate threat to fixed-line broadband providers?

Accepted Answer

Yes, wireless broadband substitution is projected to rise from 15% in 2018 to between 25% and 30% over the next five to seven years. While the NBN remains relevant for total data volume, 5G fixed wireless will aggressively penetrate specific consumer and business segments.

Question 3

What specific features of 5G will drive new revenue in the corporate sector?

Accepted Answer

Low latency and network slicing are the primary catalysts for industrial wireless connectivity in sectors like healthcare and manufacturing. The scale of this opportunity is already visible in the IoT space, where Telstra is currently adding 1,600 NB-IoT connections every week.

Question 4

How will the merger between TPG and Vodafone change the market?

Accepted Answer

The merger will consolidate the market into a more powerful competitive force than the two companies could achieve individually. This shift will likely trigger intensified 5G infrastructure competition and put pressure on incumbent margins.

UBS Australasia Conference – 5G’s accelerating progress

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