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

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.