Sunday, November 22, 2020

Week 47 in Telecoms, Internet, Media

Corporate

Networks

  • General: Ookla Speedtest Global Index (Oct 20): global average FBB 88/47 Mb/s, MBB 39/12 Mb/s; FBB: Sing #1 (229 Mb/s), HK #2 (215), Romania #3 (189), Switzerland #4 (186), Thailand #5 (184), NL #26 (126); MBB: SK #1 (145), UAE #2 (130), China #3 (124), Qatar #4 (108), Qatar #4 (88), Australia #5 (88), NL #6 (88) 
  • FTTH: Nokia launches 25/25 PON solution (25G PON), based on Nokia Quillion chipset
  • 5G
    • Huawei proposes 5.5G (for XR: AR, VR, holography; Internet of Everything): to increase speed (2 Gb/s for 16K video), lower latency (5 ms), to support 100b connections by 2030; to add 3 scenarios (to eMBB, mMTC, URLLC): UCBC (Uplink Centric Broadband Communication; uplink x10), RTBC (Real-Time Broadband Communication; bandwidthe x10 for given latency & reliability), HCS (Harmonized Communication & Sensing; enables autonomous driving, Massive MIMO for sensing); requires more spectrum (sub 100 GHz), AI (limitless intelligence)
    • Vodafone Group CEO Nick Read:
      • "... dynamic spectrum sharing technology which operators use to show coverage but will essentially be 4G speeds." (currently used in NL, DE)
      • "Some operators are taking dynamic spectrum sharing…which is effectively giving you a 5G symbol but 4G performance. What we said as a company is, ‘No, we don’t want to do that. It will be misleading to consumers and businesses.’ What we want to do is 5G built right."
    • Ericsson ConsumerLab report Harnessing the 5G Consumer Potential: 5G consumer market $31t by 2030 o/w $3.7t for CSPs, ARPU may rise 34% by 2030
    • Rain (FWA ZA) performance (speed) drops due to congestion: from 17 Mb/s in 19Q4 to 11 Mb/s in 20Q3; plans to switch off 4G, to switch to SA 5G
    • 3 Denmark plans 5G launch Dec 2020, target nationwide mid 2022
    • Analysys Mason for Qualcomm, Ericsson: 5G action plan review for Europe report:
      • Use cases with highest impact smart factories, agriculture, FWA (suburban and rural areas), net benefit resp EUR 58, 37, 18b
      • Four key areas (Open Innovation Platform): Smart Production & Logistics (net benefit = benefit - cost EUR 68b), Smart Rural (55b), Smart Urban (29b), Smart Public Services (10b)
      • Environmental & social benefits from 5G connectivity. Worker safety, upskilled workforces, reduced carbon emissions & energy usage, less resource intensive production, social inclusivity, even import/export security; Open Innovation Platform may deliver EUR 208b in benefits at 46b cost (CBR cost-benefit ratio 4.5)
    • Elisa plans 5G-enabled video robots to enable doctors & nurses to interact with corona virus patients remotely.at HUS Helsinki University Hospital
    • Telekom DE plans 5G at Bonner SC football stadium, with live streaming on Sporttotal.tv via automatic 180° camera
    • IHS Market & Omdia for Qualcomm: The 5G economy in a post covid-19 era report on US, China, Japan, S Korea, UK, DE, FR: forecasts 2035 revised on corona virus impact: Sales enabled by 5G $13.1t, 5G-enabled job growth 22.8m, 5G capex + R&D $265b per annum
    • Vodafone IT plans smart city (smart mobility) trials in Genoa: remotely-controlled drones to monitor the safety of the city’s road network via a 3D reconstruction of the corresponding infrastructure; use of 5G-connected buses with HD video cameras to gather real-time data with a view to ensuring the maintenance of road surfaces
    • Bouygues plans 5G launch 201201, targets nationwide end 2021
    • Telenor DK launches 5G-3500 in Copenhagen, Aalborg (600k covered pops)
    • SFR (Altice FR) launches 5G in Nice; 40 EUR/mo for unlimited voice/text + 80 GB (EUR 5 more than for 4G)

Video

  • RTL
    • Distr deal Mediengruppe RTL DE for TVNOW Premium with Telekom DE (DT): free in bundle with Magenta TV Smart and Magenta TV Smart Flex subs (to be integrated; combined 60k hr of content); to partner in ad tech (Smartclip and Yospace, addressable TV ad trial 2021, with Telekom's emetriq), ad sales, content
    • Salto France TV, M6, TF1) reaches 100k subs after 3 weeks
  • DAZN: Distr deal with Vodafone DE: OTT + 2 linear channels, 10 EUR/mo
  • YouTube: Launches Audio Ads (15 sec, beta, auctioned on CPM basis) and ad-targetable music lineups (genres, Top 100 charts by country); total 70m tracks, 2b MAU, 15% of consumption is background music
  • Comcast
    • Universal Pictures partners with Cinemark for shortened theatrical window: if opening weekend generates >$50m, then theatrical window at least 31 days (5 weekends); if not, available for on demand after 17 days (3 weekends); rumor: terms extend to AMC
    • Hayu launches in DE, AT (via Amazon Prime Video Channels)
  • AT&T
  • Walt Disney
    • Hulu raises price of Hulu With Live TV by $10 to 65 $/mo
    • Disney+ launches in Latam
    • Rumor: Pinocchio, Peter Pan, Cruella may skip theaters to premiere on Disney+

Services & hardware

Regulatory

  • Telecoms
    • ACM (NL) proposes deregulation of Hoogwaardige Wholesaletoegang (HWT) over copper on business market over increased fiber-based alternatives, based on new Market Analysis; consultation until 210114
    • BIPT plans 5G auction end 2021 or early 2022
  • Apple: Privacy activist Max Schrems (noyb) complaint in DE, ES (under EU’s e-Privacy directive, not GDPR): iPhone tracking code IDFA (Identifier for Advertisers) lets Apple and all iPhone app developers see how users behave without their knowledge or agreement - Apple denies: does not use or access IDFA - Facebook: Apple data collection is about profits, not privacy


at 12:26 pm
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