Datapoints

China pivots to 4G for IoT, not finding market for 5G NB-IoT.

Activision Blizzard revenues Q1 up almost a half-billion as gaming booms.

Mobile device manufacturers are expected to provide new 5G models to lower price points as the year progresses, and demand for subscriptions is expected to pick up once these are available.

NTT DOCOMO has 500 5G cells and 14,000 subs. Expects 2,500,000 subs March 2021 & 10,000 cells June 2021. (?50% of population)

China mobile traffic up 30-38%, comparable to Europe. The traffic growth rate is down everywhere.

Ericsson: China very fast, T-Mobile slow 2020 Q2. Year roughly flat. “We can fulfill supply also in the second half of the year.” 

A large Chinese cloud company designed 5 nm AI chips using Cadence software. Baidu, Huawei, and possibly Tencent and Alibaba design skills match anyone.

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