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What we can expect from LTE for Starhub, Singtel and M1

The next generation of telecom wireless delivery after 3G will be LTE but how would that impact the telecoms?

Starhub and Singtel will be rolling out LTE in the second half of the year 2012.

What we do know is that US telecoms Verizon and AT&T have started the roll out with LTE enabled devices such as the new IPAD.

  1. Tiered Pricing. The three telecoms are saying they have the intention to move away from buffet telecom plans. But none will take the first steps. Expect Singtel to be the leader in this. Bad for consumers but the effect will be felt differently by usage patterns.
  2. LTE faster. From the usage trends if you do light data usage you should not be adversely affected. However based on the reports coming in from the new IPAD in US, a 5GB $50 plan can go down in a matter of days if the users use the phone for 720p video streaming.
    1. "All the advantages of the iPad device are completely neutralized by the two gigabyte data limit,"
    2. What many consumers may not realize is the new iPad’s faster LTE connection means they will use more data even if they don’t change their 3G surfing habits. Take regular video: Verizon estimates that streaming it over an LTE connection runs through 650 megabytes an hour. That’s double the amount of data used streaming the same video over a 3G link, because the fatter pipe lets more data through.
  3. Pricing of plans will not come down. Essentially we are likely to see increases in data limits as time passes but just enough for users to have an adequate experience.
  4. Telecoms are expected to deliver data at a lower cost. But data delivery will be more.

All this points to a better landscape as of now to the telecoms.

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Drizzt

Saturday 24th of March 2012

the indication from starhub is that they will, but they too scared to be first mover. m1 have already tiered their data mobile broad band.

local telecoms do sometimes differ from the industry trend due to different geographical structure. but i find that the monetization has to happen.

James

Saturday 24th of March 2012

I wonder if all 3 telcos will adopt the same pricing plans, or seek to differentiate themselves by offering plans focused on low/high usage subscribers. I think that's what AT&T and Verizon are doing right now.

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