Calix GigaSpire 230Dan Mondor, quoted, is CEO of Inseego, a US$200 million IoT specialist. Inseego sells a high-end Wi-Fi router to Verizon for the 5G network and works closely with Verizon. Even he couldn't think of any volume applications today that needed 5G. He expects that future applications will change that.

Shane Eleniak is a Senior Vice President at Calix. His NG-PON2 and AXOS software are crucial to Verizon's 5G network. Their state-of-the-art GigaSpire Wi-Fi 6 router (pictured) has exceptional reach and even talks to you through Alexa. He confirmed to me that today's 4G can meet all present needs, unless there is an overall shortage of capacity.  

Connected cars, remote surgery, and AR/VR/gaming are often cited as future demand-drivers. All are likely years away from having a large impact.

Respected analyst Linley Gwennapp believes claims that connected cars must have 5G are "Ridiculous. ... There will be lots of areas with no 5G network coverage and if my car is on Verizon and yours is on AT&T the connection isn’t going to be instantaneous anyway." I note thousands of autonomous cars are active today. There will probably be millions on the road before 5G is widespread.

Until Edge networks are widespread, AR/VR and gaming latency will include the connection to the cloud servers, so will always be slower than the ~10 milliseconds of the likely 5G networks. In addition, very few people will have 5G connections for years. A game designer would lose most of her audience if a game is based on 5G speeds. Gamers will enjoy the snappiness of 5G, so there is potential here. I'd suggest the best way to drive demand for low latency will be to persuade gaming companies to build dedicated editions for 5G. Gaming giant Tencent was persuaded by the government to invest in China Unicom. That would be a natural match.

Very few surgeons operate from the beach, where 5G latency would make a difference. Nearly always they will work where there is a landline, often a medical facility with a high-speed fibre connection. In that case, 5G speeds are irrelevant.

Surgeons on the beach?  

dave ask

@davescomm

Rethinking Jan 27: Coronavirus could invalidate all projections. I reported on AIDS for 2 years. This could be worse because it spreads in air. Let us hope and pray.

Details on all 5G phones, as prices drop to $285 ** All actual 5G networks worldwide ** Facebook ordered to repost Italian fascist page. ** Apple China sales down 35%** Qorvo sees 300M 5G 2020 & 750M 2023 mmWave <10%

** Bharti demands India Gov more than double prices and enforce cartel. Sunil Mittal "Situation is dire. It is a matter of survival for everyone." ** Wi-Fi 6 meets ITU 5G criteria @stephenjcrowley ** Samsung $8B for Chinese memory plants ** Morgan paying billions for Altice fiber

Dec 10 Sprint bringing $300-500 5G phones to US 2020. Nokia, Lenovo, HMD ** H., Apple, and AMD doing 5 nm test runs on TSMC's 5 nm. Early results are 15-30% better than 7 nm ** AT&T low-band 5G built to >65% US. Speeds slower than 4G at launch. ** 

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

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Welcome  Asia is installing hundreds of thousands of 5G radios and adding 5G subs by the tens of millions. The west is far behind. 200,000,000 in 2020

The demand is there, and most of the technology works. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

I'm Dave Burstein, Editor. I've been reporting telecom since 1999. I love to hear from readers, especially when you find an error. daveb@dslprime.com

Also see

analysisbranch.com,

fastnet.news

huaweireport.com