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 Merger, CELCOM AND DIGI

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MyProLife
post Jun 30 2022, 01:47 PM

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the price they have to pay for merger to happen is

1. 70mhz of spectrum have to be given back to mcmc (mcmc will reassign to another new company maybe) including ALL 2600 spectrum they hold (40mhz) (they also rent spectrum from ALTEL and moving forward can only use rented 2600 spectrum)

2. MVNO renting have to be spin off under the subsidiary of the new merged company and subject to stricter regulations (this affects tune talk, XOX, redONE etc but such business will go on)

3. yoodo have to be either spin off into seperate entity, sold off or to be close down


moving forward the case will be similar to UK EE (was merger of T mobile and Orange UK operation) in which new company name will be decided while digi and celcom branding will continue for a while (maybe 2-3 years) before eventually merge of operation


MyProLife
post Jun 30 2022, 02:15 PM

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QUOTE(mlamlam @ Jun 30 2022, 01:52 PM)
2600Mhz is an important freq band, without such band they are hard to provide high speed 4G LTE.....
*
https://soyacincau.com/2022/06/29/mcmc-appr...to-be-divested/

after given back some of spectrum, that how much left

30mhz 900mhz (2G+4G)
70mhz 1800mhz (2G+4G)
50mhz 2100mhz (4G*)

*originally 3G before fully refarm into 4G

will be total of 150mhz they will hold, plus they also rented total 40mhz 2600mhz from ALTEL

this will still be dominant in term of network capabilities
MyProLife
post Jun 30 2022, 03:11 PM

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theoretically
2G b8 and b3, (*can use DSS tech to dynamic share with 2G as suggested by someone here)

2G: 10mhz (2x5) 900 (b8) + 10mhz (2x5) 1800 (b3) DSS example in [ s ]

4G: 30mhz (2x10 + 2x5) 900 (b8*) (for LTE, max 10mhz width for lowband) + 70mhz (2x20 + 2x15) 1800 (b3*) + 50mhz (40MHZ USEABLE because of additional 10mhz is TDD block (2x20 + 2x5) 2100 (b1)

alongside ALTEL 2x20 2600 b7

total can do up to 6CA and 12 spatial streams (5CA or 10SS without ALTEL) enough for LTE GIGABIT(lol)

This post has been edited by MyProLife: Jul 4 2022, 12:43 AM
MyProLife
post Jun 30 2022, 05:39 PM

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QUOTE(ezekieldavidchong @ Jun 30 2022, 04:19 PM)
Isn't it Altel a MVNO?
2.If MVNO spin off then which MNO they will join?
*
ALTEL currently is MVNO however also holds 2600 and 900 spectrum

currently ALTEL having the spectrum sharing with Celcom and DIGI, this is because ALTEL at the start only able to obtain 2600 which is not enough for being full telco without indoor coverage

it wasnt until 2021 when ALTEL also given award of 900 spectrum for indoor coverage, however is too late for them

2. is the MVNO management division that give the infra usage rights for MVNOs. Will be stay as subsidiary of celcom-digi merged entity
MyProLife
post Jul 1 2022, 07:44 AM

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Tapp technically still under beta testing, digi can stop it anytime


Yoodo is heavily promoted by celcom, already having some significant user base, it is kinda one of the profit making digital unit alongside Boost wallet

That's why yoodo is requested to be spin off while tapp still fall far under the radar forever until destined to be shutdown by itself
MyProLife
post Jul 2 2022, 03:09 PM

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QUOTE(p4n6 @ Jul 2 2022, 07:45 AM)
Digi needs to return all their spectrum to MCMC so all users will connect under Celcom spectrum resources only. Will congest to hell …
*
source about this? seriously this is not good if true

soyacincao says only part of the spectrum, and only will happens within 2-3 years AFTER deal close. if it is true that digi return all then this is not practical at all as well because such spectrum are just 2g and 4g , and DNB will not get such spectrum as it is focus on 5g infra. which telco will get? dont tell me altel will get such and rent such lol

This post has been edited by MyProLife: Jul 2 2022, 03:10 PM
MyProLife
post Jul 2 2022, 05:28 PM

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QUOTE(p4n6 @ Jul 2 2022, 03:53 PM)
70 out of 105 Mhz need to be returned over 2-3 yrs which are all the primary 4G LTE bands used by Digi. Remaining are for 2G.
*
QUOTE
Probably the biggest impact is the divestment of a total of 70MHz of spectrum. This includes 10MHz in the 1800MHz band, 20MHz in the 2100MHz band and 40MHz in the 2600MHz band. The spectrum must be returned back to the MCMC over a 3-year period and the first band of divestment spectrum must happen within 2 years of closing.


For 2600, 40mhz are both held by digi and celcom of 20mhz respectively

Yeah for 1800 and 2100, just partially

You might read wrongly or assuming wrongly though
MyProLife
post Jul 2 2022, 06:53 PM

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As mentioned in the article, the most likely spectrum to be given back first is 1800 b3 (within 2 years of closing)

1800 b3 of 10mhz can be given to U mobile as soon as that happens


Other two bands, 2100 likely will be retender entirely (as 3g shutdown cause 5mhz surplus being unused from each 4 carriers) and 40mhz 2600 likely will be given to someone else (hopefully not that altel again, but potentially can be given to DNB for N7 5G band to complement 3500 and 700 and possibly mmwave)
MyProLife
post Jul 3 2022, 04:56 PM

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QUOTE(p4n6 @ Jul 3 2022, 02:08 PM)
LTE bands should be given to operators with LTE with existing infra to use it right away - UM, Maxis, Celcom=Digi (reevaluate).
DNB shall be only using their own spectrum now, giving them new spectrum means they will need more billion (on top of their current 12B commitment over 10 years) to deploy additional antenna and infra. It is not wise to spend to invest on LTE infra for DNB.
*
The samw 4g spectrum can also be used for 5g

But since DNB goes with SWN, other telcos can use it as 4g ONLY (cannot launch 5g themselves)

If DNB get mid band 2600 as 5g band, for me still acceptable

Because 700mhz as 5g band will be not quite as fast, while 3500 is new band with poorer indoor coverage and required new transmitter for base tower. If DNB can use such transmitter for 3 bands as comprehensive 5g coverage then i can accept SWN model

1800,2100 can be either for 4g or get refarm as 5g, but i prefer stay for 4g in case many people still using 4g only phones

This post has been edited by MyProLife: Jul 3 2022, 04:59 PM
MyProLife
post Jul 3 2022, 10:55 PM

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another solutions for 2600 if they go with p3n6 suggestion instead of just give to DNB or useless renter

20mhz give to U mobile (u mobile currently having less spectrum holding)
another 20mhz give to TM unifi (unifi currently rented some celcom 2600 for some indoor locations)
so both of them originally only having 20mhz because not sharing with someone else can also expand their 2600 to 40mhz. the most fair way for LTE bands to still give better experience in line with Jendela goals

For B1 2100, just give 10mhz to maxis and u mobile respectively
CD 50 (40 usable), Mx 45 (40 usable), Um 45 (40 usable), so 2100 usable spectrum can be equally assigned to 3 big telcos of future
(i now realised that 2100 actually contain total 20mhz of TDD block that remain unused for 5mhz of each carriers)

from those drama actually observe the one of main reasons why LTE so "suck" or something. MCMC give spectrum to too much players, some smaller players which failed to build their own infra proceed to share with bigger players instead. cause so much wastage on spectrum and inefficacies in spectrum usage cause 4g speed and coverage no up to par in some places

This post has been edited by MyProLife: Jul 4 2022, 12:35 AM

 

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