QUOTE(OfficiallyAhmad @ Jul 1 2024, 12:49 AM)
Understable and I agree with some of your perspective and I see your concern about option and services with DNB.
But then, if goverment can do intervention on TM fibre prices, why can't the goverment do the same to DNB when they literally have the golden share? Which I think is a bigger control than just being a GLC.
1) Your concern with the CEO is understable. For the cost of running the infrastructure itself, I think 4G brings many advantages to the MNOs since they can squeeze out the vendor but then why that savings is not translated to cheaper 4G plan?
In 2024, 4G plan that is being offered by Malaysia telco either have FUP or very low speed limit like 6 Mbps while in USA, Visible MVNO can offer high-speed unlimited plan for only 25usd.
2) In my opinion, for only 3 years in existence, DNB already over achieved what telco cannot done during 4G in same time duration.
What I mean is, in 3 years, 5G Malaysia already have a Positive Net Promoter Score which telco 4G fail to achieve even after a decade. 177.618% improvement is no small feat to achieve and why this gap happen? Only the MNOs know.
Green = 5G, Yellow = 4G

Positive NPS = More happy customers, Negative NPS = More unhappy customers
And for the port out option, ironically, isn't Maxis and CelcomDigi both have congestion issue? So what is even the difference with DNB? The MNOs have the money to increase 4G capacity but they are not doing it. Why?
Malaysia 5G speed is already among the highest on MEDIAN speed globally which again telco 4G fail to achieve. I don't see any news or data that show telco Malaysia get one of the highest speed GLOBALLY during 3 years of 4G existence in Malaysia during 4G era.
I'm not sure if TM attitude can be put the same on DNB when DNB literally bring Malaysia cellular network speed to the top Globally and Asia while TM fibre median speed is not even closed to Thailand and Singapore. The data themselves even show the gap of 4G and 5G improvement. So how does competition during 4G existence translate to better service when until now 4G still have problem even for basic problems like calling?
Based on the latest Ookla Global Index data recently. Malaysia increase their ranking by 2 position above and get into top 25 in cellular median speed. Based on my assumption is, this happen because of 5G speed contribution for the data.

https://www.speedtest.net/global-index/malaysia#mobile
If the theory of having more competition is good, the data will show easily that 4G will be having positive NPS while 5G will have negative NPS. But it seems the theory is not translating well and it seems not translating at all in Malaysia market and we can only wonder why?
1. Fair word: If compare 4G price in MY in 2013 to 2024, 4G price has dropped significantly due to competition in the market. Quota given till now has reached the level people dont bother to know how much they have used. So it is untrue that price for 4G is high. Malaysia price per quota is among the lowest globally despite of our small market size. My plan in 2013 is RM89 for 1GB today i paid RM79 for 80GB, it is a significant drop in price. This is result of market demand and competition.But then, if goverment can do intervention on TM fibre prices, why can't the goverment do the same to DNB when they literally have the golden share? Which I think is a bigger control than just being a GLC.
1) Your concern with the CEO is understable. For the cost of running the infrastructure itself, I think 4G brings many advantages to the MNOs since they can squeeze out the vendor but then why that savings is not translated to cheaper 4G plan?
In 2024, 4G plan that is being offered by Malaysia telco either have FUP or very low speed limit like 6 Mbps while in USA, Visible MVNO can offer high-speed unlimited plan for only 25usd.
2) In my opinion, for only 3 years in existence, DNB already over achieved what telco cannot done during 4G in same time duration.
What I mean is, in 3 years, 5G Malaysia already have a Positive Net Promoter Score which telco 4G fail to achieve even after a decade. 177.618% improvement is no small feat to achieve and why this gap happen? Only the MNOs know.
Green = 5G, Yellow = 4G

Positive NPS = More happy customers, Negative NPS = More unhappy customers
And for the port out option, ironically, isn't Maxis and CelcomDigi both have congestion issue? So what is even the difference with DNB? The MNOs have the money to increase 4G capacity but they are not doing it. Why?
Malaysia 5G speed is already among the highest on MEDIAN speed globally which again telco 4G fail to achieve. I don't see any news or data that show telco Malaysia get one of the highest speed GLOBALLY during 3 years of 4G existence in Malaysia during 4G era.
I'm not sure if TM attitude can be put the same on DNB when DNB literally bring Malaysia cellular network speed to the top Globally and Asia while TM fibre median speed is not even closed to Thailand and Singapore. The data themselves even show the gap of 4G and 5G improvement. So how does competition during 4G existence translate to better service when until now 4G still have problem even for basic problems like calling?
Based on the latest Ookla Global Index data recently. Malaysia increase their ranking by 2 position above and get into top 25 in cellular median speed. Based on my assumption is, this happen because of 5G speed contribution for the data.

https://www.speedtest.net/global-index/malaysia#mobile
If the theory of having more competition is good, the data will show easily that 4G will be having positive NPS while 5G will have negative NPS. But it seems the theory is not translating well and it seems not translating at all in Malaysia market and we can only wonder why?
Based on Ookla, Malaysia average 4G speed is 30Mbps, 6Mbps is those plan that use up their quota or some very basic prepaid plan, all plans are given at unlimited speed subject to coverage and congestion (same as any other telco around the world). In US, cheap mvno plan can come very cheap as they are limited to certain city and state usage only. So your comparison is somehow biased skewed aside.
2. All new tech tend to share one thing, lack of users therefore score tends to be high, in the beginning when Celcom (i have multiple lines) launched 5G with DNB, i can see 600Mbps on 5G, today only 100Mbps. That is 6x degradation. Tech scoring degrades over time not improve, so comparing a new 5G vs decade old 4G on user experience with uneven number of users and consumption also biased.
3. I have done some reading previously seeing the DNB fiasco, government allocate DNB 200Mhz for 5G shared by 6 operator equivalent to about 30Mhz per operator. From online, 200Mhz can give about 2.5Gbps for 5G, means 30Mhz is around 375Mbps. When 5G becomes congest every telco only has 375Mbps to share among all their users which is not enough - when more users going into 5G, 4G experience eventually will be faster than 5G which is laughable. Telco themselves have 4G spectrum, if the 5G spectrum given to them combining their 4G spectrum they can offer higher speed - which done by most telco around the world. Gov initiative on 5G is actually a tech mistake that is why no other country doing single wholesale - there are two eventually gave up and another bankrupt.
4. Back then, gov invest in fibre infra rollout with TM because no other telco willing to lay fibres due to high cost. However, for 5G back in 2019, all telcos are lobbying to do it and want to roll out and showcases done getting ready. Then PN dropped a bombshell and give to a newly form company DNB, and government needs to fork out billions for DNB. While private sectors willing to use their money, government back then is wasting taxpayers money that can be used for better purpose. And now gov claims they will maintain 30% shares in DNB.
5. NPS score comparing 5G and 4G are biased as 5G users are less than 4G, comparing a unloaded tech with a loaded tech, of course the new and unloaded one will win. I am early adopter for 5G, i can say quality is getting poorer and some area with 5G cant even surf web, have to disable 5G to use 4G, this is today experience of 5G. And i cant change to other operator cause knowing quality will be equally shit. When i call Maxis and Celcom to complain, i cant threaten them to port out cause others better quality, it sounds stupid.
Summary: Monopoly sucks.
Aug 3 2024, 09:02 AM

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