TRUE’s Outlook on TDD Spectrum Requirements
Welcome
Agenda Thailand Mobile Market
Introduction to True
Data usage demand
TD-LTE Advantage and Opportunity
Keys take away
Thailand Telecoms Market – Overview
67 million
88 millionMobile user
Thailand Population
4.9 millionFixed Line user
6.7 millionBroadband user
7% 6% 7% 7% 8% 8% 10% 11% 11% 12% 15% 17% 19% 22% 25%21% 28% 35% 40%53%
72%83% 88%
98% 105%113%
122% 126%104% 107%
28%34%
42% 47%
61%
80%93%
99%109%
117%128%
139%145%
126%131%
0%
20%
40%
60%
80%
100%
120%
140%
160%
Thailand Mobile Penetration
Post-Paid Pre-Paid Mobile Penetration
Source : NBTC, Information as of 2016Q3
Thailand Telecoms Market - Growth
0
20
40
60
80
100
120
百万
Broadband Fixed Subscriber Mobile Subscriber
Source : NBTC information as of Oct 2016CAGR : Calculated from 2011 to 2016
No. of Subscription
CAGR = 2.7%
Mobile
Fixed Line CAGR = 12%Broadband
5-Years CAGR
Source : Ericsson Digital Thailand Report, Oct 2016
CAGR = -5.7%
Introduction to True
True Group -Thailand’s convergence lifestyle leader
Pay TV
• #1 Broadband Operator
Nationwide and #1 Fixed-
line operator in BMA
• 41.5% broadband revenue
market share
• 2.4 mn broadband
subscribers
• With largest over 100,000
WiFi hotspots
• Market Leader in 3G & 4G
high speed mobile data service
• Thailand’s largest licensed
frequency resources covering
all ecosystems
• 3G & 4G networks cover 98%
population coverage
• 20.8% revenue market share
• 19.1 mn subscribers
• Thailand’s #1 nationwide
pay TV provider
• 55% revenue market share
• 3.1 mn subscribers
• Enhanced, secure HD
broadcasting system with
MPEG-4
• 41 self produced Thai
language channels
Wireline/onlineMobile Group Wireline/Online
Mobile Network Evolution
2002 20172010 2016
3G Trial
1st 3G commercial network in Thailand
1st 4G LTE network in Thailand
2011 2013
GSM on 1800 MHz
1st LTE-Advanced 3CC networkThe Most 4G coverage in Thailand 98% Pop. Cov.384
kbps
21 Mbps
42 Mbps
GSM EDGE
HSPA
HSPA+
75 Mbps
4G LTE(10MHz)
225Mbps
4G LTE-A 3CC(10+15+5 MHz)
>400Mbps
4G LTE-A 3CC, 4x4MiMo, 256Qam(10+15+5 MHz)
2018
LTE-Advanced Pro MBB deployments and trials
0
500
1000
1500
2000
2500
3000
3500
4000
4500
5000
Jan
-13
Mar
-13
May
-13
Jul-
13
Sep
-13
No
v-1
3
Jan
-14
Mar
-14
May
-14
Jul-
14
Sep
-14
No
v-1
4
Jan
-15
Mar
-15
May
-15
Jul-
15
Sep
-15
No
v-1
5
Jan
-16
Mar
-16
May
-16
Jul-
16
Sep
-16
Average 3G 4G
Data Usage
-
5.00
10.00
15.00
20.00
25.00
30.00
35.00
40.00
Jan13
Apr13
Jul13
Oct13
Jan14
Apr14
Jul14
Oct14
Jan15
Apr15
Jul15
Oct15
Jan16
Apr16
Mo
nth
ly D
ata
Usa
ge N
atio
nw
ide
(P
B)
Monthly Data Usage (PB) Monthly Data Usage per Sub (MB)
4G
3G
Average
LTE Spectrum Bandwidth Demand
The area requires more bandwidth
Currently, True has spectrum 2x55MHz(2x40MHz owned by True and 2x15 MHz as reseller) and True has deployed 2x30MHz for FDD-LTE.
IMT Roadmap in Thailand (NBTC)
2100 MHz
MHz
2300 MHz
2600 MHz
450 MHz
700 MHz
800/900 MHz
1500 MHz
1800/1900 MHz
2x15MHz
2x25MHz*
2x15MHz
* Including 2x15MHz of 850MHz as CAT reseller
1975915129
11460 9571 7678
1517
5624
56944853
4769
14478
3324
37593128
59704
22432794
89720
196417
73620
2
55 22911 405 68
0
5000
10000
15000
20000
25000
Y2016 Y2017 Y2018 Y2019 Y2020
10 MHz 20 MHz 30 MHz 40 MHz 50 MHz 60 MHz 70 MHz 80 MHz >80 MHz
Up to 2x70MHz Up to 2x80MHz > 2x80MHz
No
. of
site
s
NBTC Allocation
2x45MHz
2x75MHz
2x60MHz
60MHz
Y2025
Y2023
Y2025
Y2022
TD-LTE is also planed for FWA service.
TD-LTE Opportunity
TDD Spectrum
TDD Bandwidth
1.9 GHz (B39)1880 – 1920 MHz
2.3 GHz (B40)2300 – 2400 MHz
2.6 GHz (B38)2570 – 2620 MHz
2.6 GHz (B41)2496 – 2690 MHz
3.6 GHz (B42/43)3400 – 3800 MHz
40 MHz 100 MHz 50 MHz 194 MHz 400 MHz
700 MHz (B44)703 – 803 MHz
100 MHz
• Wider Bandwidth for TDD Spectrum
• Potential TDD Spectrum in spectrum band below and above 6 GHz for 5G
Core Band for 5G Supplementary Band for 5G
3
Millimeter wave
• Potential TDD Spectrum in ThailandBand 40, 2300 MHz : 70 MHz BandwidthBand 38, 2600 MHz : 50 MHz Bandwidth
• New business opportunity TD-LTE for FWA service
Concerns
True operates 2G, 3G and 4G in two network codes on both licensing and Netco/Opco model as a joint venture. The key concerns to manage network are :
- Inter working of multi technologies- Inter working of multi vendors- Inter working of multi PLMNs- Readiness of ecosystem
- 54% of 4G devices in True network support FDD+TDD- But for FDD + TDD CA only one commercial UE can be seen
Samsung Ezynos8 ChipsetLTE Category 12(600Mbps DL), Category 13(150Mbps UL) /
FDD-TDD Joint Carrier Aggregation
Available Mobile chipset and deviceL1800
L2100
U2100
L900
G900
U850
3G
2G
4G
PLM
N 0
40
00
4Vendor
AVendor
BVendor
CVendor
D
FDD&TDD spectrum
Samsung Galaxy S6 Edge Samsung Galaxy Note 5
Keys Take away
- FDD-LTE spectrum is used to provide baseline coverage for customers. TD-LTE can be used as capacity layer for higher speeds.
- TD-LTE for FWA service.- TD-LTE device ecosystem is mature to support for TD-LTE network
deployment.- Although Carrier aggregation between FDD-LTE and TD-LTE is standardized
but the availability of supported devices is still concerned.