Capacity margin
Capacity is growing faster than demand at Verizon

“The world will eventually catch on to millimeter wave,” Ted Rappaport notes. But it won’t be soon most places, I believe, because other wireless capacity is growing faster than demand. Massive MIMO, carrier aggregation, and the newly released mid-band spectrum will meet most needs for years. mmWave will find niches but large rollouts will be few until late in the decade.

The US is considering reversing its longstanding opposition to the ITU & the UN having anything to do with the Internet. Some senior officials think that’s the only way to make progress on security. Much opposition; the US goes to the wall fighting any international role in the net. Highest priority is to ensure that the NSA can continue doing what the NSA does so well. Decision not yet made. More tk

5G is now in the majority of new phones across the developed world and China. It still does nothing important and mostly runs at 4G speeds, but the price is now so low 5G is sweeping the market. But my 600M+ August estimate for 2021 sales should probably be revised down. Apple is cutting 2021 phone production because Broadcom & TI can’t deliver enough chips.

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