LG Uplus in Korea sees 5G as a once in a decade chance to change market share. Will the earliest to build 5G gain market share in the West? 

Almost certainly, I believe, many people will switch if a different carrier is far ahead in 5G. I cannot prove it, but the enthusiasm among consumers is obvious both East and West. 2M Koreans signed up in 4 months; more than 2M is almost certain in August 2019, the first month in China. Hans Vestberg of Verizon reports people are buying 5G phones even in areas where there is no 5G service.

Britain, Germany, Spain and Italy are probably under 2% coverage in August 2019, little more than pr. The phone prices in the US and Europe are often twice as high as in Asia.

Vivo is shipping a quality 5G phone in China for US$536.

It has taken 600,000 reservations. OPPO & ZTE offer good phones for $700 or less. 8 companies are shipping 5G phones and competition is driving prices down. Nearly all 5G phones in the West are $1,000 and higher. Airfreighting a mobile costs about $1.

The 32% figure comes from a Price Waterhouse study in 2018. It not rigorous enough to consider as more than suggestive.  A survey by MATRIXX Software estimated 24% would switch, but also is good evidence of any particular figure.

Carriers wanting 5G sales should immediately put their top negotiators on a plane to OPPO, Vivo, Xiaomi, and ZTE to get the China price for their customers.






dave ask


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.  


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 and say thank you when you find an error. daveb@dslprime.com

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