Thanks to Mukesh Ambani & Reliance Jio's low prices, almost 300M Indians connected via 4G. Vodafone chief executive Sunil Sood finds, “Data cost dropped 90% and the cost of voice come down 58% in last 1.5 years.” That's the most dramatic growth in Internet history, I believe. In two years, India has gone from one of the most backward Internet countries to carrying more mobile data than anyone else. 

Jio proves companies can make a profit at prices from $2 to $10/month*, double and triple the number of decent Internet connections, and make an enormous difference. Four years ago, I had a few minutes with Carlos Slim and suggested there were two profitable models. Most telcos are high margin, relatively low volume. Free in France, Softbank in Japan, and now Jio in India are proving low cost, high volume can be profitable. I tried to persuade him the latter would be better for his country, as it is proving in India.
India also is connecting 650,000 villages with fiber. 300,000 are already in place. That will connect tens of millions more, possibly hundreds of millions.

Marked satire despite the quote and the facts being accurate. I read Sood's comments as implying cheaper Internet is causing a crisis for the operator and that the government should step in,  I think a great Internet for all is a higher goal.Voda is taking over Idea next month. It will have over 400M subscribers, the most in India. If a company that large can't compete with Jio, they need complete new management.

dave ask

Newsfeed

Vivo is selling new the iQOO 5G premium quality phone for US$536.

Lei Jun Xiaomi "5G to have explosive growth starting from Q2 2020"5G to have explosive growth starting from Q2 2020" I say sooner

Verizon CEO Ronan Dunne: >1/2 VZ 5G "will approximate to a good 4G service" Midband in "low hundreds" Mbps

CFO John Stephens says AT&T is going to cut capex soon.

Bharti in India has lost 45M customers who did not want to pay the minimum USS2/month. It's shutting down 3G to free some spectrum for 4G. It is cutting capex, dangerous when the 12 gigabytes/month of use continues to rise.

Huawei in 16 days sold 1,000,000 5G Mate 20s.  

China has over 50,000 upgraded base stations and may have more than 200,000 by yearend 2019. The growth is astonishing and about to accelerate. China will have more 5G than North America and Europe combined for several years.

5G phone prices are down to $580 in China from Oppo. Headed under $300 in 2020 and driving demand.

No one believed me when I wrote in May, 90% of Huawei U.S. purchases can be rapidly replaced and that Huawei would survive and thrive. Financial results are in, with 23% growth and increased phone sales. It is spending $17B on research in 2019, up > 10%. 

5G phones spotted from Sharp and Sony

NTT DOCOMO will begin "pre-commercial service Sept 20 with over 100 live bases. Officially, the commercial start is 2020.

 More newsfeed

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Welcome  1,800,000 Koreans bought 5G in the first four months. The demand is there, and most of the technology works. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

The estimates you hear about 5G costs are wildly exaggerated. Verizon is building the most advanced wireless network while reducing capex. Deutsche Telekom and Orange/France Telecom also confirm they won't raise capex.

Massive MIMO in either 4G or "5G" can increase capacity 3X to 7X, including putting 2.3 GHz to 4.2 GHz to use. Carrier Aggregation, 256 QAM, and other tools double and triple that. Verizon sees cost/bit dropping 40% per year.

Cisco & others see traffic growth slowing to 30%/year or less.  I infer overcapacity almost everywhere.  

Believe it or not, 80+% of 5G (mid-band) for several years will be slower than good 4G, which is more developed.