"Cheapest 4G-LTE data rates the world has ever seen." India will shortly have more 4G connection that the U.S. has people (317M.) China already does. In a few years, Indians with 4G phones will probably number more than the combined population of Western Europe and the United States. This is a very different Internet.

Mukesh Ambani spent $20B on the network across India. He intends to get 100M users as soon as possible. The other telcos are dropping prices to match or going out of business. India has 12 wireless carriers competing, but many think that will quickly come down to 4 or 5. Telenor is the latest to give up. 

Everything is free until December 31. If $7.40 is too much, you can buy one gig for $0.74 on a day pass.

Promotion is massive, including top Bollywood stars. 

Many new phones in India come with a free Reliance Jio SIM. Calls are free across India, eliminating the roaming charges others demand. His LYF phones start at $45. Reviews say they are fine. Jio is over 3M customers in what's officially still a "trial" but this is open to everyone. I can't get through to his website as I write this - maybe he'll be at 4M in a few days.

In July I wrote, "Most prices will be under $10, putting to shame the Europeans and especially the Americans. They have a line of smartphones costing from $45 to $300, taking advantage of the latest cost-reduced or more powerful components. The worldwide slump in phone sales this year has brought component prices to new lows. Everyone from Qualcomm to Sony to memory makers geared up for continued sales growth. Jio is buying chips from three different suppliers to get great prices.  

This is already one of the world's largest networks, covering a population of over 800M. They have built 250,000 kilometers of fiber so have essentially unlimited backhaul capacity. They are part owners of the 55 terabit Bay of Bengal Gateway undersea fiber. BBG connects Mumbai and Chennai to both Singapore and the Persian Gulf, meeting numerous routes around the world. Wavelengths are 100 gigabits." 

Xavier Niel's 20 euro offer in France is starting to look overpriced.

I was able to anticipate today's announcement because the Indian press, especially the Economic Times, has been reporting in depth. 

 

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.