250M 5G Subscribers End 2020 150M Q3

230-250 million 5G yearend as phone prices fall to US$199-260. 5G subscriber numbers are exploding. 100-120 million 5G phones will sell in Q4, many of them Apples. China will add at least 50 million. 70% of the phones selling in China are 5G and likely over 90% by mid-2021. I’m reworking my 2021 &...

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June 2020 H1 5G subscribers 84M (82M-92M)

210 million 5G yearend as phone prices fall to US$199-260. 5G use is exploding. At the end of June, China had ~65 million 5G phones, Korea 7.35 million, the U.S. 4-5 million, and the rest of the world perhaps 4 million. 5G fixed wireless added perhaps 4 million more. As Chinese phone prices (US$199-260)...

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