"The good news is that as customers continue to sign up, we won’t necessarily see speeds fall any further. That’s because providers are hoisting more masts to cope with the extra demand."
We've been through this in the US. The tricky bits:
Will carriers keep up on turning down the number of 2G and 3G channels, and turn on more 4G, as usage shifts? This isn't as easy as it sounds; a new cell site may well have software defined radio, so the company could log in (perhaps even remotely), turn off the 2G and 3G and turn on 4G in it's place. Otherwise, it requires physical modifications to the cell site. Another tricky part, 3G uses at least 5mhz (paired) channels; if a carrier was running paired 20mhz of 3G, they can't turn it off a bit at a time, it's 25% at a time.
Will carriers actually keep up on building capacity sites, or focus on expansion of coverage, or neither one? I don't have anything to say to expand on this.
Here in the US:
T-Mobile has pretty much has focused on urban markets; they've been upgraded, re-upgraded, and re-re-upgraded (including adding sites); very fast HSPA+ (at least dual-channel in most markets) and very fast LTE... in a given city, but EDGE and even GPRS outside the city proper. If you are in a HSPA+ or especially LTE coverage area, they are usually by far the fastest of the "big 4", but get out of that area and it may be T-Mo GPRS versus "other carrier" LTE 8-) They plan to upgrade these 1900mhz EDGE/GPRS sites to 1900mhz LTE in the next year or two.
Sprint has focused almost exclusively on expanding LTE coverage, they're running a minimal amount of LTE spectrum (I'm not sure if it's even 5mhz, it might be a 1.4mbps or 3mhz slice) but trying to get it over their whole network. They do have plans to use 1900mhz and other spectrum to add to LTE, but Sprint accelerates, cancels, or changes buildout plans so often, who knows what they'll do?
VZW (Verizon Wireless) had focused on coverage, they already have nearly 100% of their network upgraded to LTE, one 10mhz 700mhz channel. However, some areas that got >75mbps peak at launch now get <1mbps, VZW is now having to focus on adding capacity and cell sites ASAP in these areas.
AT&T is somewhere in between VZW and T-Mo's strategy, not expanding as fast as VZW but faster than T-Mo; and not focusing on urban markets as much as T-Mo but more than VZW was when they were focuses on rural buildout.