One of the best ways to understand telecom

I’ve been covering the industry since 1999, always trying to get closer to the truth. I’ve learned from hundreds of the best. If you’re trying to understand telecom, I’m always happy to exchange ideas. If you’re in the industry and need answers, ask me. Our consulting rates are fair and if I can’t help you I’ll say so. Dave Burstein daveb@dslprime.com

Teleinformed — Expert on call

The best, fastest way for you and your team to learn the latest. An informed expert on call when you need answers or an outside opinion. A news service customized by hand for what you need.

All based on what you tell me are your key interests. IoT in 5G? Edge in the Data Center? Germany competition? Spectrum sharing? Price of phones? Is Open-RAN ready? or …
I spend untold hours researching every week, with help from Google translate. Guaranteed to find useful information easily missed.

  • A monthly customized news presentation, probably via Zoom, with plenty of time for your questions.
  • Up to six calls looking for specific information, such as the history of a new customer or a country’s regulatory policy. Including a reasonable amount of research.
  • Brainstorms on your new ideas, combined with reality checks. Any reasonable amount of time.
  • Regular emails when I discover news important to you. E.g. The customer of a client has a new initiative that would be natural for sales follow-up.

Targeted package, $300/month, paid quarterly. Satisfaction guaranteed or money refunded.

Press

Happy to answer questions, offer background, share data and sources, and quickly provide quotes. Dave Burstein 347-603-6442 daveb@dslprime.com
Analysis Branch: 100 million 5G subscribers in August, 84M+ in Q2, prove 5G is real (August 31)
  • 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. 5
  • As Chinese phone prices (US$199-260) reach the West and Apple releases the 5G iPhone, monthly growth will reach more than 20 million per month. See 5G Phones $199-260
  • By August, 5G users have reached 100 million. 14 million phones shipped in China in July
  • “5G still doesn’t have any use cases,” writes top Wall Street analyst Craig Moffett.

Releases in draft: December 2020 estimate of 210 million. 2022 1.5B.
Quoted
Washington Post: Burstein estimates Chinese consumers will buy up to 200 million 5G phones next year …
NY Times: It’s impossible to have a widespread network that quickly …

Consulting & Services

When you need analysis, research, or project management, consider us. A different point of view on your plans. A perspective that’s informed by very wide experience. Call me. Dave Burstein daveb@dslprime.com 347-603-6442

We have little overhead so our fees are usually somewhat lower.

Rural 5G solved: 60 MHz @700 shared network

The China Mobile/China Broadcast network has enough bandwidth will have enormous capacity, more than enough for likely demand for many years. Zhang Yunyong of China Unicom believes duplicating that network is wasteful. He made the request at China’s major political event, the Two Sessions. China Unicom’s main 5G network is a joint build with…

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Data: Samsung on (slowing) Moore’s Law

At Samsung, the performance improvement going from 7 nm to 5 nm may have been as little as 10%. From 7 nm to 3 nm, the projected improvement is 35%. Of course, the actual performance will wildly vary based on the design and requirements.  Anton Shilov of Anandtech has compiled the company claims for performance…

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$80B 5G Auction: AT&T & Verizon rich enough to afford it

AT&T is a $207 billion company. Verizon’s market cap is $237 billion. Each has about $20 billion in cash flow per year. $40 billion is a helluva lot of money even for companies that size. Some pundits are panicking. But Craig Moffett points out the result could be “free cash flow accretive” after tax…

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Need to Know: 5G: 10% performance, 0 new apps

20 Gbps and 1 ms latency is possible in the lab but a fever dream in the real world. At Verizon, the median speed of 5G is the same or less than 4G. The latency is rated at 30 ms, little better than most 4G. Even on the better 5G networks, delivering 150-400 Mbps…

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Verizon 5G Edge Net. Fuhgeddaboudit! (At least for now)

Verizon has abandoned plans to build an Edge Network only 18 months after announcing an audacious program. What Verizon has deployed runs at 4G speeds and Vestberg should not be calling it an “Edge Network.” It just marketing hype for a deal between Verizon and Amazon’s distributed cloud, with no interesting technical advantages. “”Improved…

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Mythbusting: 5G does not require more sites than 4G

95% of real 5G is mid-band, 3.3-4.2 GHz. The range is comparable to more traditional 1800 MHz spectrum if the site uses many (small) antennas, Massive MIMO and efficient beamforming. Therefore, 5G as actually deployed does not require more antennas than 4G. Orange/FT CTO Michael Trabbia is the latest to confirm. He tells Iain…

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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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5G Need to Know: Sales exploding, performance poor, 0 new apps

147 million subs September 2020, 117 million in China. Yearend likely 230-250 million, including 30-50 million iPhone 12. Decent 5G phones cost US$200-250 in China, with 6.5″ screens and multiple cameras. As China prices move West, 2021 will blow out. Forget gigabit speeds and 1 ms latency. Mid-band speeds mostly 100-400 Mbps. Low-band typically…

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562,656 Koreans go back to 4G

5G has so few practical uses that half a million Koreans have gone back to 4G. The saving is modest; otherwise, millions would have gone back. 4G speeds averaged over 50 Mbps in 2019. 4G is probably much faster today. 5G averages 300 Mbps across about a third of the country. So what? What…

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844 low latency Starlink satellites: Musk changes rural possibilites

Starlink latency averages 30 ms, similar to 5G’s reality. Speeds measure up to 100 Mbps, although some only get half that. Upstream is usually 10-40 Mbps. Caps haven’t been specified but will almost certainly be higher than current satellite offerings. By most standards, the performance is decent. A Redditer posts Starlink is 600x better…

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