The spectrum auction circus
Summary Description Why are telcos around the
world paying billions at auction for spectrum? Simon Vandore
looks at the allocation of bandwidth for wireless local loop and
3G, examining the consequences for Australia.
Author
Publication
Roullas Top10 Simon Vandore
Newswire
No
Editorial InformationArticle Location
Article Topic Special Report, Broadband, Mobile
Story Order
Story Group 001112
Post Date 07/11/2000 04:13 PM Status Posted Entered by Simon
Vandore on 07/11/2000 02:16 PM
ImagesLead Picture
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Content
Introduction
When the Australian Communications Authority (ACA) auctioned off
3.4GHz radio spectrum last month, the government banned Telstra
from bidding on most of the bandwidth offered.
Body
The 3.4GHz band will most likely be used for wireless local loop
services, meaning the provision of everyday phone connection and
high-speed data access using radio waves. Telstra was prohibited
from entering this field in the 3.4GHz band in cities and towns
as it already possessed fixed-line phone and high-speed data
services in those places, along with about 48% of the national
mobile phone market. The government believed Telstra domination
of wireless local loop spectrum could have been seen as
anti-competitive behaviour under the Trade Practices Act.
The spectrum covers 14 cities and towns, with five larger zones
which include the most highly settled regional areas in
Australia. These larger zones were the only places where Telstra
was permitted to enter bids, but in the end it did not win any
bandwidth at all.
The successful bidders were AKAL (headed by former Channel Ten
and Austar chief Steve Cosser), which accounted for $95.283
million of the $112.472 million raised by the auction, Austar
($14.074 million) and Walker Wireless ($2.814 million). Pulsat
Communications and AAPT Spectrum pulled out of the race shortly
after bids closed. Spectrum Access, Vertical Telecoms and Vytel
Spectrum also missed out.
A procedural error by the Department of Communications,
Information Technology and the Arts delayed the auction by
several months, but this allowed more time for comments to be
received and the online auction process to be refined. Winning
bidders are now entitled to 15 years' control over the spectrum
in question, starting in 2002.
In 1998 Telstra was by far the dominant bidder for spectrum in
the 800MHz and 1.8GHz bands (those used for most mobile
applications in Australia today, but also suitable for wireless
local loop services), followed by Hutchison Telecommunications,
AAPT, OzPhone and Catapult Communications. The final auction of
spectrum in the 1.8GHz band last year raised $1.327 billion for
the government, coming from Hutchison, OneTel, Telstra and
Vodafone. Spectrum in the 27GHz band is currently up for bids,
but the only interested parties are Shin Satellite of Thailand
and Agility Networks, meaning they will probably be allocated
their desired bandwidth at a predetermined price.
Generation gap
Australian phone companies are now gearing up for perhaps the
biggest spectrum grab of all -- the 800MHz and 2GHz bands which
will be needed for 3G (third generation) mobile phone
applications.
In the UK about $60 billion (around $950 per citizen) was raised
by auctioning off spectrum to be used for 3G mobile phone and
high speed data services using UMTS (Universal Mobile
Telecommunication System, the European 3G standard). Germany's
equivalent auctions raised $80 billion.
Concerns have been raised in Europe, however, over the
consequences of auctioning off spectrum at such high prices.
Consumers, say the critics, will end up footing the bill. It has
even been called a 'stealth tax' on mobile telephony and early
adopters of 3G. By contrast, the authorities in Finland (a centre
for mobile phone development and the home of Nokia) simply handed
out 3G spectrum free of charge to encourage speedier introduction
of the technology at prices everyone can afford.
The other problem with companies spending so much money on
spectrum is that 3G technologies are still in development. While
WCDMA (wideband CDMA, another 3G technology) and UMTS trials have
been conducted in many countries, they are not expected to be
implemented until 2002 at the earliest. This is a long wait for
companies who have spent billions of dollars on the relevant
spectrum.
It is expected that enhancements to current mobile standards,
such as EDGE (enhanced data rates for GSM evolution) will be
available much earlier. EDGE should be able to transmit data
seven times faster than current modems at 384Kbps -- what more,
ask the critics, does a consumer need?
Bids in the billions are also a great risk for the companies
involved, which may take over a decade to recoup what they spent
-- presuming 3G actually takes off. Market confidence is a little
shaky due to predictions that 3G will not be as useful as
intended, because it requires more transmitters providing more
power and is unsuited to long distances. It can theoretically
offer 2Mbps data speeds, but there are questions over the
feasibility of providing this to all users on a network.
Some predict only 1Mbps, while the harshest critics, such as
ArrayComm's Martin Cooper (inventor of the first Motorola mobile
phone in the 1970s), say it will be lucky to offer 64Kbps to each
user. Cooper's solution is array broadcasting, a technology
dubbed 'IntelliCell', using 'smart' antennae which can more
efficiently beam radio signals directly at users based on their
approximate position, rather than simply beaming in all
directions at once like today's antennae.
In the US, 3G applications are not expected to hit the market
until 2004 or 2005. Some current occupants of the 700MHz spectrum
which will be used in that country don't even have to leave it
until 2006, while the US FCC (Federal Communications Commission)
has delayed its 3G bandwidth auction, originally scheduled for
this month, until March 2001. Australia, where the European
standard GSM (Global System for Mobiles) dominates, could still
end up well ahead of the US.
Locally loopy
Lot packaging for the Australian 3G auction has been announced,
but bidding will not be finalised until January 2001. The
government is counting on this auction raising up to $2.6 billion
and has budgeted accordingly, despite companies such as One.Tel
already announcing that they won't be taking part this time.
Unfortunately, income from spectrum auctions seems very hard to
predict. The British government only expected to raise $7 billion
from its eventual $60 billion 3G auction and the German
government was also pleasantly surprised. Meanwhile, the reverse
was true in New Zealand where the government wanted $40 to $160
million for its 2GHz spectrum and only got about $27 million.
Part of New Zealand's 3G bandwidth was also reserved for Maori
people following a court challenge which claimed that auctioning
spectrum violated the Treaty of Waitangi.
A similar lack of interest occurred in the Netherlands, where the
government hoped for UK-style proceeds, but only got $240
million.
If bid inflation of the type seen in Britain and Germany does
occur and much higher prices are paid, some analysts have
predicted that Telstra and Optus may suffer damage to their
credit ratings. The same questions as in Europe will apply to the
future of 3G in Australia -- consumers will find themselves
caught between a windfall for the government and a 'stealth tax'
on future mobile phones.
Telstra brings with it the saved ammunition from its 3.4GHz loss
and there are now many other aspiring players in the Australian
wireless market, so bidding will surely be intense.
Related MaterialsRelated Articles
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Bulletin SummarySpecial Report: The spectrum auction circus
Why are telcos around the world paying billions at auction for
spectrum? Simon Vandore looks at the allocation of bandwidth for
wireless local loop and 3G, examining the consequences for
Australia.
When the Australian Communications Authority (ACA) auctioned off
3.4GHz radio spectrum last month, the government banned Telstra
from bidding on most of the bandwidth offered. The 3.4GHz band
will most likely be used for wireless local loop services,
meaning the provision of everyday phone connection and high-speed
data access using radio waves. Telstra was prohibited from
entering this field in cities and towns as it already possesses
fixed-line phone and high-speed data services, along with about
48% of the national mobile phone market.
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Special Report: The spectrum auction circus
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