Can U Mobile deliver Malaysia's 2nd 5G network? What's next for DNB? | Let's Talk about #132

After over a year of waiting, Malaysia is finally getting a second 5G network to compete with Digital Nasional Berhad (DNB) as part of the country's transition from Single Wholesale Network (SWN) to Dual 5G network model. MCMC made a huge surprise on 1st November 2024 by announcing U Mobile, the smallest player among the three major telcos, to implement Malaysia's second 5G network.

Is U Mobile the right candidate to build a new 5G network to compete with DNB? How was the selection made? Can MCMC ensure a healthy and sustainable dual 5G network environment with this decision? What would happen to DNB? Amin and Alex discuss on this episode of Let's Talk About.

NOTE: This LTA episode was recorded on 8th November 2024.

CHAPTERS:
0:00 Introduction
2:02 Recap of 5G developments in Malaysia so far
8:55 MCMC announces U Mobile as second 5G network
17:06 Who owns U Mobile?
20:28 Responses after MCMC announcement
30:00 MCMC attempts to explain decision
38:00 More questions about second 5G network
40:19 What is U Mobile's KPI for 5G network rollout?
46:46 What happens to DNB?
47:38 Conclusion

#UMobile #5GMalaysia #MCMC #5G

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[wongcheemun]

Speaking as a consumer, I was with Maxis for many years but I have found their service and pricing not be worth it anymore.

I made the jump to U Mobile this January and I have to say that I have not been disappointed. Are they better than Maxis? In some areas yes, in some areas no. But overall experience is not any worse than what I experienced with Maxis and the price is easily 30% cheaper if not more

[NavarroOne]

Good analysis gents, thank you. Will be interesting to see how it all shakes out. I got all taken in by the 5G hype and great roaming offer from Umobile and almost switched only to find they can’t support Apple Watch and basically only cover Penang at this point with 5G. A long way to go but of course not insurmountable

[So_s_alty]

U mobile is cheap because they not public listed … once they IPO will see the price increase.
As I know Umobile management level not easy to change.