14 กันยายน 2555 TOT เชื่อรายได้จากการให้เช่าเสาคาด 7000 ล้านบาท // CAT ยัน กสทช. ต้องอนุญาต ให้คลื่น 1800 หลังหมดสป.
ประเด็นหลัก
If TOT can keep the 900MHz spectrum, it will set up a company to rent telecom-tower infrastructure to those companies that win NBTC licences to provide 3G service on 2.1 gigahertz and also to future 4G service providers. TOT has 9,000 telecom towers and AIS has 15,000. TOT expects annual revenue of Bt7 billion per year from renting out all these towers.
However, to make this plan feasible, the NBTC would have to permit it to keep its 1,800MHz spectrum for at least 10 years after the private concessions end. Moreover, the cellular concession holders would have to transfer their network assets to CAT after the contracts expire. CAT would then rent out these networks while also using the 1,800MHz spectrum to continue to serve the current customers of its concession holders.
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TOT, CAT present plans for survival
Usanee Mongkolporn
The Nation
September 14, 2012 1:00 am
TOT and CAT Telecom have presented to relevant state authorities their plans for continued operations after their mobile-phone concessions end.
TOT has two options to earn revenue from Advanced Info Service's telecom network after the AIS concession ends in 2015.
In the case that the National Broadcasting and Telecommunications Commission allows TOT to keep its 900-megahertz spectrum that it has granted to AIS under the concession system, TOT will invest in upgrading the network to offer third-generation cellular broadband service on this spectrum. AIS has already launched 3G service on the spectrum in some provinces with TOT consent.
However, if TOT has to hand over the 900MHz spectrum for the NBTC to auction off in the future, TOT will allow the winners of the auction to rent the AIS network to provide service.
TOT is facing the approaching ends of its three private telecom concessions, held by AIS, True Corp and TT&T. The above plan highlights AIS, which is the state agency's major contributor of concession revenue.
If TOT can keep the 900MHz spectrum, it will set up a company to rent telecom-tower infrastructure to those companies that win NBTC licences to provide 3G service on 2.1 gigahertz and also to future 4G service providers. TOT has 9,000 telecom towers and AIS has 15,000. TOT expects annual revenue of Bt7 billion per year from renting out all these towers.
The NBTC will call for bids on the 2.1GHz spectrum on October 16.
TOT also wants to provide 2G service to existing AIS customers after the concession ends. Therefore, it is seeking ways to hold on to its 900MHz spectrum.
Under the NBTC spectrum management master plan, both state agencies have to hand over their spectra to the commission for reallocation after the ends of the concessions currently using them.
The Finance Ministry, which owns 100 per cent of CAT Telecom and TOT, has been concerned that both would suffer huge losses if they lacked viable business plans after the concessions end.
Moreover, both have to transfer all concession revenue to the NBTC from December 2013 onward, according to a requirement in the 2010 Frequency Allocation Law. The NBTC will pass this revenue on to the state coffers.
CAT Telecom plan
CAT Telecom, meanwhile, plans to become a network provider after the expiry of its private cellular concessions.
However, to make this plan feasible, the NBTC would have to permit it to keep its 1,800MHz spectrum for at least 10 years after the private concessions end. Moreover, the cellular concession holders would have to transfer their network assets to CAT after the contracts expire. CAT would then rent out these networks while also using the 1,800MHz spectrum to continue to serve the current customers of its concession holders.
CAT is engaged in arbitration disputes with all of its cellular concession holders over network ownership. Under the contracts, the concession holders must hand over all network assets to CAT after their expiry, but these firms want to keep most of the assets.
The CAT concessions of Digital Phone Co (DPC) and TrueMove will end in September next year, while that of Total Access Communication (DTAC) will end in 2018. CAT has granted 1,800MHz spectrum bands to them to provide service. DPC and TrueMove have about 17 million customers combined, while DTAC has about 23 million.
CAT is also in talks with the NBTC to seek the legal right to keep using the 1,800MHz spectrum after the concessions end.
The state agency is also in talks with BFKT (Thailand), part of True Corp group, to buy its network equipment as part of its plan to be a network provider.
BFKT rents 3G network equipment to CAT to generate wholesale bandwidth under the CAT-True partnership in the 3G-850MHz wholesale-resale business.
However, an NBTC subcommittee is examining whether BFKT is in breach of the 2001 Telecom Business Act by operating a network-rental business without a telecom licence.
nationmultimedia
http://www.nationmultimedia.com/business/TOT-CAT-present-plans-for-survival-30190351.html
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