South Korea carriers seek telecom overhaul for AI and 6G era

  • South Korea telecom experts urged carriers to develop specialized AI services before 6G commercialization.
  • Combined carrier revenue reached around 60 trillion won last year, while operating profit stayed near 4 trillion won.
  • The government favored institutional reform through a roadmap and social consensus.

South Korea's three major telecom carriers and industry experts called for a fundamental overhaul of telecommunications policy and business models as AI and 6G reshape demand for connectivity. At a September 17 seminar in Seoul, participants said carriers must develop new AI services before commercializing 6G, particularly offerings that guarantee different levels of speed, latency and quality. Lee Jong-kwan, chief expert adviser at law firm Shin & Kim, said physical AI applications such as smart factories could occupy networks for extended periods and require specialized services rather than ordinary telecom offerings. KAIST professor Kim Min-ki said rising traffic was not translating into equivalent carrier revenue and urged models that account for AI agents as new economic actors rather than pricing centered only on lines or subscribers. The discussion also covered net neutrality, rate regulation, MVNO policy, spectrum fees and investment incentives. Proposals included quality-guaranteed services, network slicing, a launch-first, verify-later regulatory model, investment-oriented spectrum fees, incentives for submarine cables and LEO satellites, and a broader universal service system covering broadband, AI access and digital skills. The government acknowledged the industry's concerns and highlighted connectivity spanning people, AI, data, cloud, satellites and submarine cables, but favored reform through a roadmap and social consensus rather than immediate comprehensive solutions.

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