Our analysis

5G: The Facts and the Future is probably the best current review publicly available. It’s free. 60 pages, loaded with data and projections. No hype. Worldwide coverage, updated weekly. tl;dr unless you’re really interested in wireless.

80M 5G subscribers in Q2, 100M August prove 5G is real. (August 18)
China is > 70% of 5G as subs pass 80M
US Q2 5G 5-6 million. Year-end 12-17 million
Moffett’s Remarkable Insight: Low marginal cost means nothing if you can’t sell it
Primary: Cost per bit of wireless is falling at a ferocious rate
5X Advance for Africa with Massive MIMO, Spectrum

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