Interested in the community’s views on both 5G fixed wireless access and LEO (low earth orbit) satellites. Both have been touted as potential challengers to fixed line broadband in the medium term.
Do you think they’re credible challengers? Or are they too expensive to be a widespread solution to our connectivity requirements?
My personal view is that, given we already have a lot of fibre in the ground, the marginal cost of using that is pretty low. Whereas the capital costs involved in getting 5G (e.g. building lots of small cells) and (especially) LEO going are very high. So probably not likely to damage the fixed line market for a while…