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KUALA LUMPUR (Reuters) - None of Malaysia's major mobile carriers have agreed to use the government's 5G network yet due to transparency and pricing issues, ahead of a rollout planned for next month, a state agency and industry executives said.
However, state-owned network wholesaler Digital Nasional Berhad (DNB) told Reuters it still hoped to launch 5G services in three urban centres, as talks continue with mobile operators.
The Southeast Asian country, a regional laggard in 5G rollout, unveiled a plan for a single shared network in February, hoping it would help accelerate nationwide infrastructure buildup. Similar state-led approaches have been tested in some other markets including Mexico, but largely stumbled.
DNB confirmed that no agreement with carriers has been reached and acknowledged its initial timeline for negotiations had been "too optimistic".
The agency will now seek to have formal long-term agreements early next year and continues talks to deploy 5G services in three central areas, including the capital Kuala Lumpur, next month.
"The target now is to have a live network, covering... a total of 500 sites by the end of December, with at least some operators on board to provide a 5G network to end-users," Chief Technology Officer Ken Tan said. DNB did not say what would happen if no operators agreed to be part of the deployment.
Carriers, which had already invested in infrastructure upgrades to support 5G services, are concerned the 5G network plan would result in a nationalised monopoly, hurting their business and limiting their access to future technology, said seven current and former industry sources.
They declined to be identified due to the sensitivity of the matter.
Three sources estimated the government plan could destroy up to RM45 billion in market value across all mobile operators including Axiata Group, DiGi.com and Maxis.
The sources did not specify over what period the losses would be incurred.
"By 2030, the majority of the network will be on 5G, then there are enforced limitations on our existing (non-5G network) assets," one of the sources said.
"Valuations (of our business) will go down over time and it will go back and hurt our shareholders." Under the plan, DNB would hold all 5G spectrum rights as well as build and maintain the entire network, with operators using the infrastructure to provide mobile services.
Axiata and DiGi declined to comment.
Maxis said in a statement that it has long been ready to roll out 5G in the country.
"We will continue to focus on our purpose to serve the people and enterprises of Malaysia, and playing a key role to support the digital ambitions of the nation," it said.
STABLE SHARE PRICESThe company sources said under the proposed pricing plan, the telcos could end up paying more than they would have if they rolled out 5G on their own. The plan did not take into account additional requirements related to traffic volumes and contingency costs, among other issues, they said.