Real numbers are starting to trickle out. LG Uplus, Korea's #3, intends to "complete all major cities" in 2019. Korea's three telcos nominally went live in December, but are only accepting a handful of business customers.  They expect 5G phones from Samsung & LG in March.

The other Korean telcos, KT & SKT, have a total of 3,000 bases deployed. All three are taking steps to fill their networks. LG is funding Korean game and VR companies. SKT is working with Seoul for an advanced traffic information system.

The Koreans have only discussed mid-band 3.5 MHz frequencies. Samsung and KT were pioneers in millimetre wave and I hear rumors. But I have no confirmation.

China will deploy 170,000 5G bases in 2019, Nomura reports. (I'm factchecking.) The Chinese also choose mid-band, including over 100 MHz to China Mobile at 2.5 GHz. CM also received some 4.9 GHz spectrum, which is used for Wi-Fi in the West.

dave askOn Oct 1, Verizon turned on the first $20B 5G mmWave network with extraordinary hopes. The actual results the first four months have been dismal. Good engineers tell me that will change. 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 4X 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.

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5G Why Verizon thinks differently and what to do about it is a new report I wrote for STL Partners and their clients.

STL Partners, a British consulting outfit I respect, commissioned me to ask why. That report is now out. If you're a client, download it here. If not, and corporate priced research is interesting to you, ask me to introduce you to one of the principals.

It was fascinating work because the answers aren't obvious. Lowell McAdam's company is spending $20B to cover 30M+ homes in the first stage. The progress in low & mid-band, both "4G" and "5G," has been remarkable. In most territories, millimetre wave will not be necessary to meet expected demand.