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Update and price confirmation; .......

https://www.thestar.com.my/business/busines...provided-by-dnb - 2023/07/14 - maxis-to-execute-access-agreement-on-5g-products-services-provided-by-dnb
... The Access Agreement is expected to be executed by Maxis Broadband after Maxis has obtained the approval of its shareholders at the extraordinary general meeting to be convened, expected in the third quarter of 2023.

Maxis Group is expected to incur operating expenses of approximately RM360 million per annum for the National 5G Wholesale Network Product.
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So, it's quite confirmed that DNB is charging celcos the wholesale price of RM30,000 per month per 1Gbps per cell tower. Up to May 2023 DNB has 60% 5G population coverage by setting up 1,000 cell towers mostly in urban areas, as per my previous post on this thread.

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Maxis will likely be involved in the privatized DNB2 which will be setting up it's own 5G network in early 2024, likely using much cheaper Huawei equipment for it's 5G cell towers. If so, Maxis will pay a much cheaper wholesale price to DNB2 in mid-2024, eg RM200 million per annum per 1Gbps per 1,000 cell tower.
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https://www.businesstoday.com.my/2023/07/17...rk-integration/ - 2023/07/17 - celcomdigi-huawei-zte-partner-to-hype-up-network-integration
.... This new network is designed to be able to potentially transition seamlessly into a new 5G network with an 18,000-site reach – the right infrastructure to usher Malaysia into the era of ultra-high speeds, low latency, and the opportunities of a more connected future. This is a significant development for CelcomDigi and the industry, and we are excited to be leading the way – now with strategic partners Huawei and ZTE – to realise the potential of our shared digital future,” Datuk Idham added. ...
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https://www.digital-nasional.com.my/four-ma...uity-stakes-dnb - Four major telcos take up equity stakes in DNB - 7 Oct 2022
.... DNB said Celcom Axiata has taken up 12.5% in stakes, followed by Digi Telecommunications (12.5%), YTL Communications (20%), and TM (20%).  ...

https://theedgemalaysia.com/node/666461 - TM joins CelcomDigi to withdraw equity participation in DNB - 10 May 2023

Looks like even the GLC Celcom-Digi and TM will be abandoning DNB1 and moving to DNB2 in early or mid 2024 because of the very high wholesale prices charged by DNB1, ie can cost a celco RM360 million per annum for access to just 1Gbps of bandwidth capacity and 1,000 5G cell towers, mostly in urban areas.
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DNB1 has a total 5.6Gbps bandwidth capacity per 5G cell tower for it's long range 700MHz and 3.5GHz frequency Bands to be wholesale to celcos. Problem is, how much bandwidth capacity or frequency bands will the government sell to DNB2.? Jialat if DNB2 gets only 3Gbps = only 2 celcos can buy wholesale, ie 1.5Gbps each.

Note that for 4G, each of the 5 major celcos has about 2Gbps of total bandwidth capacity for it's long range 800MHz to 2600MHz frequency bands = total for the 5 celcos is about 10Gbps to be sold to subscribers.
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DNB isn't a telco to begin with.. That's why they dony understand how a telco works

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Fyi, .......
- post #1

Maybe TM Fiber Wholesale can offer up to 500Gbps by laying 50 Fiber-optic cables for places like huge shopping malls/complexes and skyscraper office buildings.
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Now I'm not really sure how DNB1 charges the celcos it's wholesale prices.

Guessing; ... Maxis Fiber Home charges subscribers RM129 per month for 100Mbps and Maxis pays TM Fiber Wholesale RM254 per month for 100Mbps. It's likely that at this wholesale price, Maxis Fiber has to over-sell it's 100Mbps plan to 4 subscribers living in the same row of linked-homes, in order to turn a profit, ie 4 X RM129 = RM516 - RM254 = RM272 - some costs = about RM150 profit per month. During peak period when all 4 home subscribers are online, each can only get 25Mbps, ie 100Mbps/4.

For DNB1's wholesale prices to celcos and for 5G subscribers, the principle should be about the same.
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