4
Communications market report – 2021–22
inJulytoWoolworthsAldiMobileandBoostMobileTPGhasstartedGtrialsforitsMVNOs
includingKoganiiNetandLebaraHowevertherehasbeenlowMVNOtakeupofGwholesale
access
Infrastructure competition
Largechangesinmobiletowerownership
Significantchangesinmobiletowerinfrastructureownershipoccurredduring–asMNOssold
someoralloftheirtowerinfrastructure
InTelstraandOptussoldmostoftheirmobiletowerassetstonewtowerentitiesrespectively
AmplitelandIndara
InAprilMacquarieGroupsolditsmobiletowerbusiness(knownasAxicom)toIndara
InMayTPGsoldmostofitsmobiletowerstoWaveConn
Thechangesmeanthatalargerproportionof‘passive’mobileinfrastructureassets(towersbuildings
land)arenotowneddirectlybyMNOsHoweverMNOscontinuetoownandoperatethe‘active’
componentsofmobiletowerinfrastructure(suchasantennasandtransmitters)
TheACCCisexaminingtheimpactandimplicationsofthesechangesinitsRegionalMobile
InfrastructureInquiryduetoreportinJune
Investmentintransmissionandnationalfibrebackhaulisgrowing
High-capacitytransmissionnetworkscarrydataformosttelecommunicationsservicesIn–
anumberofnewhigh-capacityfibrelinkswereannouncedTheseinvestmentswillboostboththe
capacityandresilienceofthenationaltransmissionnetworkallowingbackhauluserstohaveawider
choiceofdedicatedfibreconnectionsacrossAustralia
InthefirsthalfofAussieBroadbandcompletedtheconstructionofoverkmoffibre
interconnectingseveralNBNPOIsanddatacentresinQueenslandThiscontinuesthecarrier’s
investmentinfibrenetworksacrossmaincentralbusinessdistrictsandbackhaultoNBNPOIs
InJuneHyperOneannouncedthecompletionoftheearlydesignworksforakmfibre
networkbetweenSydneyandMelbourneThisispartofHyperOne’songoingconstructionofa
kmnationalbackbonenetworkwithoverconnectionpointsHyperOneclaimsthiswill
provideanalternativetoexistingtransmissioncorridorsandwillbeusedtocarrybothinternetanddata
centretrac
Telstraannouncedanupgradetoitsexistingnationalfibrenetworkthatwilladdadual-pathrouteof
morethankmTelstra’snewfibrenetworkwillincludeadirectfibrelinkbetweencapitalcities
andasecondlinkprovidingconnectivitytoseveralregionallocationswithmultipleaccesspoints
TheseannouncementssuggestthatdespitethehighlevelofmaturityofAustraliancorenetworks
thecontinuedgrowthindataconsumptionandtheshifttocloud-basedservicesisencouraginglarge
investmentsinunderlyingnetworkinfrastructure
WhistleOutWhysmalltelcosaren’tkeenonGDecemberaccessedNovember
IndarawaspreviouslyknownasAustralianTowerNetwork
TelstraTelstrafinalisesbillionInfraCoTowerssaleSeptemberaccessedOctober
OptusOptusannouncessaleoftowerstoAustralianSuperforAUbillionOctoberaccessedOctober
MacquarieAssetManagementMacquarieAssetManagementannouncessaleofAxicomtoAustraliaTowerNetwork
AprilaccessedOctober
OMERSInfrastructureOMERSInfrastructureAnnouncesAgreementtoAcquireitsFirstAsia-PacificDigitalInfrastructure
AssetMayaccessedOctober
CRNAussieBroadbandnearscompletionofQueenslanddarkfibrerolloutAprilaccessedNovember
HyperOneHyperOnecompletesearlyworkspackagesandcontinuesdetaileddesignonitsnationalHyperscalenetwork-
MediareleaseJuneaccessedNovember
TelstraBreakinggroundonthefibrenetworkofthefutureMarchaccessedNovember