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5G Fixed Wireless Access: Trends we’re seeing and Capgemini’s approach

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Fixed Wireless Access (FWA) is considered to be the first promising B2C use-case for 5G, offering customers a “fiber-like” experience. Capgemini explores several deployment sceneries, an analysis of Verizon’s 5G Home launch and the momentum it’s causing in the market, as well as the key components that need to be addressed when building a 5G FWA strategy. To learn more about Capgemini Invent’s expertise in 5G, contact our experts:

Pierre Fortier
Principal Consultant, Capgemini Invent
Pierre.Fortier@capgemini.com

Marouane Bikour
Senior Consultant, Capgemini Invent
Marouane.bikour@capgemini.com

Veröffentlicht in: Technologie
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5G Fixed Wireless Access: Trends we’re seeing and Capgemini’s approach

  1. 1. April 2019, Telecom, Media, Technology 5 G F I X E D W I R E L E S S A C C E S S : T R E N D S W E ’ R E S E E I N G A N D C A P G E M I N I ’ S A P P R O A C H
  2. 2. 2© 2019 Capgemini –All rights reserved.5G Fixed Wireless Access Point of view | 2019 5G Fixed Wireless Access (FWA) deployment scenarios based on spectrum bands & population density W H A T I S 5 G F W A ? Outdoor/indo or Antenna Home Router Fiber backhaul Small cell or Macro site  Use of 5G radio to provide very high speed broadband access  5G FWA requires: • Fiber backhaul • 5G spectrum in sufficient quantity to cope with home/office broadband traffic in covered area M I L L I M E T E R W A V E (26GHz, 39GHz…) M I D B A N D S P E C T R U M (3.5 GHz)  More spectrum available overall vs. midbands (telcos can typically get several hundreds of MHz)  High BPL* calls for outdoor antenna, line of sight to the cell tower  Need for professional installation  Smaller cell range vs. midbands (*) BPL: Building Penetration Loss e.g. 3.5GHz, 6GHz kilometers Outdoor/indoor Antenna Home Router Home Router e.g. 26GHz, 39GHz ~hundreds of meters Outdoor antenna  Less spectrum available overall on these frequencies  3.5GHz 5G spectrum typically used for mobile (capacity to be shared between mobile & FWA)  Outdoor or Indoor antennas can be used  Larger cell range vs. mmW High density areas Suburbs Small/Rural towns Rural areasDensity High BPL* along with high rise buildings presence requires a complex deployment of numerous small cells while competition from FTTx can be strong Opportunistic deployments to overcome specific local challenges Fewer high rise buildings simplify deployment while density is sufficient to allow for a good addressable homes per antenna ratio mmW 5G FWA sweet spot mmW limited range and fiber backhaul unavailability negatively impacts the business case for large scale deployment in rural areas  5G FWA is economically non-viable Lower population density could free enough capacity for 5G FWA to compete against available FTTx competition Operators can allocate enough capacity to 5G FWA for it to be able to compete with fixed offers Need to balance midband capacity allocation with mobile while more capacity is needed to compete with FTTx Offers  Operators will struggle to allocate enough capacity to FWA Good fiber backhaul availability Complex Roll-out Bandwidth/c apacity available Good fiber backhaul availability Easier Roll-out Bandwidth/c apacity available Weak fiber backhaul availability Easier Roll- out Bandwidth/c apacity available Good/Weak fiber backhaul availability Easier Roll- out Average Bandwidth/c apacity availability Good fiber backhaul availability Complex Roll-out Low Bandwidth/c apacity availability
  3. 3. 3© 2019 Capgemini –All rights reserved.5G Fixed Wireless Access Point of view | 2019 5G FWA could be used as complement or substitute to FTTx, depending on the telco situation, competitive dynamics & national broadband plan FWA offers an opportunity to aggressively compete against broadband offers and target cord cutting customers FWA can be considered as an alternative to fiber roll-out or relying on wholesales offers FWA ca be offered within 5G mobile footprint or be deployed within specific areas and later mutualized with 5G mobile 5G FWA competitiveness depends on quality, coverage, price and services vs. competing fixed broadband offers Focus on service and price competitiveness Challenging for 5G FWA to compete Very competitive vs. fixed players Focus on technology and speed advantage FTTx quality&coverage Fixed BB market competitiveness (services, price, innovation) + - + - Mobile mainly players FWA is an additional technology in the broadband technology portfolio available for the Telco  Back-up in case clients cannot be connected to the fiber network for technical reasons  NGA coverage extension beyond (or ahead of ) FTTx footprint Roll-out decision vs alternative technologies can be based on: • Costs (CAPEX & OPEX) • Local regulation • Time-to-market (also vs. competition) FWA can be either be deployed as a long term offer or as a temporary offer FWA’s strong backhaul requirement limits its deployment to the edge or within the existing operator’s fiber backhaul network FWA offers need to be adapted to the competitive landscape; efficient geomarketing is necessary Price positioning in telco offer range and against competitors (price & features) Fiber xDSL FWA? Broadband players  Incumbent fixed players*  Local/regional cable operators*  For Mobile “only”/“mainly” operators* Germany E X T E N D H I G H S P E E D B R O A D B A N D C O V E R A G E ( F T T X C O M P L E M E N T ) L e v e r a g e 5 G F W A a s a F T T x s u b s t i t u t e t o c o m p e t e o n t h e b r o a d b a n d m a r k e t
  4. 4. 4© 2019 Capgemini –All rights reserved.5G Fixed Wireless Access Point of view | 2019 Building the 5G FWA business case requires analysing multiple factors I L L U S T R A T I O N O F F A C T O R S T O T A K E I N T O C O N S I D E R A T I O N T O B U I L D T H E 5 G F W A B U S I N E S S C A S E ( N O N - E X H A U S T I V E ) Number of customers Cost per customer Factors reducing cost per customer  Mutualisation with Mobile 5G deployments  Fiber Backhaul availability Factors increasing cost per customer  FTTx competitive landscape & 5G FWA offer features and data cap (requiring more capacity per subscriber)  Local deployment cost (need for trenching, cost to use utility poles, …) If antennas have already been deployed for mobile 5G, cost to connect additional customers to FWA is marginal When maximum capacity is reached, more customers cannot be recruited without degrading QoS or reinvesting in new sites or small cells Capacity depends on frequency bands available & usage by mobile & other use-cases Maximum achievable ARPU FWA is not viable if cost to serve is higher than the maximum achievable ARPU, which depends on:  Competition prices  Features of 5G FWA offer  Positioning vs. broadband offers portfolio
  5. 5. 5© 2019 Capgemini –All rights reserved.5G Fixed Wireless Access Point of view | 2019 Verizon’s 5G Home launch in Q4 is representative of a strong market momentum around 5G FWA as a fixed broadband competing technology In Q4 2018, Verizon launched a 5G* FWA 1-Play offer with OTT options in a handful of cities in the US in competition against traditional cable broadband & TV offers  Priority access to first release of 5G capable mobile devices  Free upgrade of all hardware for the 1st year  Exclusive access to 24-hour ‘concierge line’  $70/month or $50/month for existing mobile customers with no annual contract  No data cap  Free technical installation: no deposit and no equipment charge  Connect all your devices in your house  Low latency gaming  4K video streaming  OTT focus with free Apple TV 4K or Google Chromecast Ultra device Houston, TX - Indianapolis, IA - Los Angeles, CA - Sacramento, CA Verizon 5G TF* with 4G backup home router made by Wistron NeWeb Wi-Fi with support for mesh Source: Verizon (*) Although advertised as 5G, this service is not based on 3GPP R15. This is pre-5G/5G TF  Home installation by a technician free of charge  Technician ensures every device can connect to the new router with Wi-Fi extenders installed if needed (free of charge) Plan Promise Loyalty Content Installation Device Eligible cities
  6. 6. 6© 2019 Capgemini –All rights reserved.5G Fixed Wireless Access Point of view | 2019 First lessons learned from the Verizon 5G Home launch Verizon customers are experiencing a ~600 Mbps ‘typical’ speed with a peak speed of ~900 Mbps Subscribers The service has proven robust in a wide variety of situations including non line-of-sight F I R S T V E R I Z O N & C U S T O M E R I N S I G H T S I N D I C A T E A S T R O N G Q U A L I T Y O F S E R V I C E 5 G H O M E I S S U C C E S S F U L W I T H V E R I Z O N A N D N O N - V E R I Z O N C U S T O M E R S Verizon’s offer positioning is aimed at cableco’s strong position on the broadband market We have many examples of people who have very clearly no direct line of sight and are seeing 900 MB speeds in their homes. Since we've installed them, we've had rain, we've had leaves on trees. And again, so we're getting real- life practical experience, and I have to say customers not just meeting their expectations, but pretty much, in every case, exceeding their expectations Ronan Dunne - Executive VP & Group President of Verizon Wireless at the Wells Fargo Tech Summit December 04, 2018 Verizon has adopted an aggressive pricing strategy vs. competitors broadband offers (-30% vs. Xfinity’s Extreme Internet & -25% vs. Spectrum’s Internet Ultra) Verizon is looking to leverage on its strong mobile customer base, by offering a 20$/month discount for its mobile customers. Still, Verizon reported that 50% of 5G Home customers at launch were non mobile customers. Ultra Wideband 28 GHz in 2018, 39 GHz in 2019 when standard 5G equipment is available Verizon is quoting a 1000m range for the base radio on 28GHz Verizon announced in January that it will not deploy 5G home in new cities until standard 5G equipment is available +
  7. 7. 7© 2019 Capgemini –All rights reserved.5G Fixed Wireless Access Point of view | 2019 First lessons learned from the Verizon 5G Home launch Service availability check Order & schedule installation date Technician visits the to test 5G signal 2-3days before installation (customer doesn’t need to be present) For outdoor installations only, the technician visits the home to ensure best antenna position depending on signal strength Technician visit Installs outdoor or indoor receiver + Home router Samsung indoor antenna installed on window Outdoor antenna Connects all Wi-Fi devices to the home router Customer can enjoy the service C U S T O M E R J O U R N E Y I L L U S T R A T I O N S O F V E R I Z O N ’ S S M A L L C E L L A N T E N N A S (mostly installed in medium density areas)
  8. 8. 8© 2019 Capgemini –All rights reserved.5G Fixed Wireless Access Point of view | 2019 In order to build a robust 5G FWA strategy, operators need to address a wide range of topics FWA market opportunity E x a m p l e s o f t o p i c s t o a d d r e s s t o b u i l d a n e f f e c t i v e 5 G F W A s t r a t e g y Competitive Market Analysis QoS and customer experience Economics  Which strategic axis is a priority (complement/substitution to FTTx)?  Identify key customer targets (Consumer/Enterprise)  Identify target areas and addressable market over time?  Taking into account: national FTTx roll-out plans and ‘mobile’ 5G roll-out plans  Which market shares are at stake in target areas?  Do you have insight into what your competitors are doing and their approach to the market?  Do your competitors have the ability (technical/financial) to launch 5G Home?  What are they’re target areas?  Which expected QoS for 5G FWA broadband services is a priority for you (speed, stability, managed TB/OTT support…)?  How will your customers subscribe (eligibility, subscription, installation)?  How does it compare to FTTx?  What is the total investment needed for 5G FWA?  Customer: CPE(s), installation  Network (antenna, backhaul, civil works) esp. if dedicated roll-out  Identify savings potential with alternative technologies (eg. wholesale fiber access, fiber roll-out)  Identify expected benefits (loyalty, value potential) depending on positioning & competition C a p g e m i n i I n v e n t i s a t r u s t e d p a r t n e r t o T e l c o c l i e n t s a n d c a n h e l p b u i l d a 5 G F W A s t r a t e g i c a s s e s s m e n t Experts in 5G for Telco companies spectrum acquisition, launch strategy, 5G services roadmap Expertise in strategy, market analysis and business planning Proven knowledge in network, marketing, and economic analysis, all areas that are key to this transversal FWA topic Broad expertise in the Telecoms market in multiple European geographies
  9. 9. For more information about Capgemini Invent’s Telco and 5G expertise, please contact our experts: Pierre Fortier Principal Consultant, Capgemini Invent Pierre.Fortier@capgemini.com Marouane Bikour Senior Consultant, Capgemini Invent Marouane.bikour@capgemini.com
  10. 10. ABOUT CAPGEMINI INVENT This presentation contains information that may be privileged or confidential and is the property of the Capgemini Group. Copyright © 2019 Capgemini. All rights reserved. As the digital innovation, consulting and transformation brand of the Capgemini Group, Capgemini Invent helps CxOs envision and build what’s next for their organizations. Located in more than 30 offices and 10 creative studios around the world, its 6,000+ strong team combines strategy, technology, data science and creative design with deep industry expertise and insights, to develop new digital solutions and business models of the future. Capgemini Invent is an integral part of Capgemini, A global leader in consulting, technology services and digital transformation, Capgemini is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people. It is a multicultural company of over 200,000 team members in more than 40 countries. The Group reported 2018 global revenues of EUR 13.2 billion. Visit us at www.capgemini.com. People matter, results count. Visit us at www.capgemini.com/invent

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