Our analysis

It’s all free, at least until the book is ready.

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

June 2020 H1 5G subscribers 86M (84M-92M)
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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