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Hi guys,
From the Vantage point of Singapore I can see the Blue Print of Malaysia's NFCP FIBERISATION THRUST
Almost daily there is some news coming out regarding Malaysia's Fiberisation Thrust
AN THESE COME WAVES AFTER WAVES
See the latest

Govt to award NFCP 1 to licensees in January 2020 involving 8 states
The states to be involved are Johor, Kedah, Kelantan, Negri Sembilan, Pahang, Perak, Terengganu and Sabah
by ASILA JALIL/ pic by MUHD AMIN NAHARUL
THE first phase for the National Fiberisation and Connectivity Plan (NFCP) will be awarded to successful licensees next month, involving 153 locations in eight states.
The states to be involved in this phase are Johor, Kedah, Kelantan, Negri Sembilan, Pahang, Perak, Terengganu and Sabah.
Communications and Multimedia Minister Gobind Singh Deo said various discussions were held between industry players and the government regarding wide expansion of the infrastructure in a short time and at a low cost.
He also applauded the cooperation given by state governments and local authorities to expedite relevant approval process at the state level for NFCP-related initiatives, including fee reduction.
“Another success we can see from the NFCP is the cooperation given by all state governments. Previously, it would take a long time to receive approvals for the development of infrastructure at state levels and those initiatives came at a high cost as well.
“We have overcome the challenges following discussions between the Malaysian Communications and Multimedia Commission (MCMC) and state governments, and we have received approval in a short time which is a move that will greatly benefit us,” he told a press conference at MCMC office in Cyberjaya yesterday.
The selected licensees for NFCP 1 are required to instal network facilities and deploy network services for the provisioning of public cellular services using 3G and 4G technologies with an average speed of 30Mbps.

Meanwhile, MCMC has issued the request for proposal for NFCP 2 on Nov 15 and the licensees will have to submit their bids by March 31 next year.
The second phase of the plan involves 500 locations comprising 210 mukim in 10 states namely Johor, Kedah, Kelantan, Melaka, Negri Sembilan, Pahang, Perak, Terengganu, Sabah and Sarawak.
MCMC chairman Al-Ishsal Ishak said industry players have agreed to collaborate in relation to infrastructure sharing and coordinate their planning to reduce the service cost that would eventually benefit the customers.
“We are starting with the lowest hanging fruit which is mobile towers for communications. NFCP 1 comprises 153 locations and NFCP 2 has approximately 500 locations across the country and most importantly in underserved areas.
“NFCP aims to ensure that 98% of populated areas in Malaysia achieve 30 Mbps on average,” he said.
Among the areas covered in other phases of NFCP are fibre optics, installations and satellite coverage, among others, said Al-Ishsal.
The NFCP is projected to cost RM21.6 billion over five years and involves the development of various infrastructure projects nationwide. It is aimed at widening the coverage of high-quality and high-speed broadband Internet nationally, while also ensuring affordable services.
The project will be equally funded by the Universal Service Provision fund and telecommunication companies operating in Malaysia.

Some highlights:
1) NOW WE SEE NFCP ROLL OUT IN TWO PHASES (NFCP 1 & NFCP2)
2) NFCP PHASE 1 JOB DESIGNATION
selected licensees for NFCP 1 are required to instal network facilities and deploy network services for the provisioning of public cellular services using 3G and 4G technologies with an average speed of 30Mbps.
 starting with the lowest hanging fruit which is mobile towers for communications. NFCP 1 comprises 153 locations 

3) NFCP PHASE 2
Meanwhile, MCMC has issued the request for proposal for NFCP 2 on Nov 15 and the licensees will have to submit their bids by March 31 next year.
The second phase of the plan involves 500 locations comprising 210 mukim in 10 states namely Johor, Kedah, Kelantan, Melaka, Negri Sembilan, Pahang, Perak, Terengganu, Sabah and Sarawak.
NFCP 2 has approximately 500 locations across the country and most importantly in underserved areas.

4) THE INTENT OF NFCP IS TO BRING FIBER OPTIC CONNECTION TO 98% OF ENTIRE MALAYSIA

“NFCP aims to ensure that 98% of populated areas in Malaysia achieve 30 Mbps on average,” he said.
The NFCP is projected to cost RM21.6 billion over five years and involves the development of various infrastructure projects nationwide. It is aimed at widening the coverage of high-quality and high-speed broadband Internet nationally, while also ensuring affordable services.

5) THESE ARE THE SPECIFIC JOBS DESCRIPTION

Among the areas covered in other phases of NFCP are fibre optics, installations and satellite coverage, among others, said Al-Ishsal.

Let's do a break down:
A) Among the areas covered in other phases of NFCP are fibre optics
YES! FIBER OPTICS STAND OUT
Now Opcom has claimed to be the Major Player in Fiber Optic Manufacturing
See

Business Background

Opcom Holdings Bhd is a Malaysian based investment holding company engaged in the manufacturing of fiber optic cables and cable-related products. The business activity of the group is functioned through Manufacturing, Trading and Engineering Services, and Other Operations segments. All the operations are functioned through Malaysia and it derives the majority of revenue from Manufacturing segment which includes fiber optic cables, systems, accessories and thixotropic gel. The company also provides management related services. In addition, the firm is also involved in trading of cable filing, flooding compounds and industrial products, and provision of engineering services.
What are the impediments
Telekom has used cheaper imports from China which are of inferior quality. Calvin experienced twice in Johor Lan Game Shop when entire set of 80 to 100 computers were left idle because Telekom fiber connection broke down
So Telekom should avoid using cheap inferior optic fibers from China. Chose only high quality fiber optic cables from Opcom


B) installations
These are some players: Netx, Redtone, Sacofa (Cmsb) & others
See Netx 

COMPANY BACKGROUND   
 
  NetX Holdings Berhad is a technology public listed company on Bursa’s ACE market. Founded in 2000, NetX started off dealing primarily in the supply of network equipment and infrastructure. Fast forward to today, the company now pioneers the advancement of disruptive technologies through its subsidiaries in various industries: digital platforms, e-commerce and IT infrastructure among others. In line with the company’s strategy and vision in rethinking possibilities, NetX focuses on existing innovative technologies by making it better with the goal of challenging the markets they operate in. NetX is based on two key business pillars that are strategically operated through its subsidiaries: Ariantec, a network equipment and infrastructure specialist; and PayAllZ, a payment solutions company which was acquired in 2015 as part of its growth strategy. NetX firmly believes in its philosophy of finding new and better ways of doing things through technology. Its businesses are geared toward redefining and challenging established and conventional practices that bring value to the betterment of whole societies. 
 
 
REDTONE
 

Business Background

REDtone International Bhd is a digital infrastructure and services provider that offers services under three categories that are Telecommunications Services which offers data and voice services to government, enterprises, and small and medium enterprises (SMEs), Managed Telecommunications Network Services (MTNS) which includes building, maintaining and operating large scale WiFi hotspots, radio access network (RAN) infrastructure and fibre optic infrastructure, and Industry Digital Services (IDS) which includes data centre services, internet of things (IoT) services, cloud services and applications, and healthcare solutions to enterprises, government and the healthcare industry. The company’s Telecom services generate maximum revenue for the company.
 
 
C) SACOFA (CMSB)
SACOFA SDN BHD (552905-P) is the leading telecommunication infrastructure provider in Sarawak.
To facilitate SACOFA in achieving its objectives, the State Government granted the Company with the exclusive right to construct, own and manage the communication infrastructure on the concept of sharing basis.
SACOFA SDN BHD (552905-P) is a "one-stop centre" providing telecommunication infrastructure to service providers in Sarawak. Incorporated on 11 July 2001 under the Company Act, 1965, SACOFA's primary objectives are to build and expand the provision of telecommunication network infrastructures throughout Sarawak.
Latest is the entire length of Pan Borneo Highway will be under Sacofa for Fiber Optic Towers

THIS IS ONLY THE BEGINNING OF A 5 YEAR MARATHON BUILDING PROCESS FOR FIBER NETWORK REACH TO ALL OF MALAYSIA


Best Regards
Calvin Tan Research

Please buy or sell after doing your own due diligence
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