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 [email protected]

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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.

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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 [email protected]
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 [email protected] 347-603-6442

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5G Phones Will Keep Getting Cheaper

In 2020, the difference in 5G and 4G manufacturing costs will fall to US$15-35 per phone. Xiaomi in January is offering a decent 5G phone for $285. The 4G version is only $55 less. Huawei and Samsung, who make their own parts and have enormous volume, will have an advantage. Xiaomi, Oppo, and Vivo…

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Early data on coverage

Few companies outside of China and Korea have released data. Here’s what I have for now. This will fill in. Country Company Coverage (M) Coverage % Radio count Subscribers (M) Korea All 35 70% ?80,000 3.8 China China Mobile 40 40,000 4 China China Telecom 60, shared 30,000 3 China China Unicom 60, shared…

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10M China 5G Users: Everything is Changed – see update

One week after the official launch, CM, CT, and CU have 10,000,000 5G users. 150,000,000 is a plausible estimate for 2020. 5G is here. ** Important update: Actually, the initial 10M were reservations, not users. The government figure is only 3M phones shipped in October. It appears the supply of phones will catch up…

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China 5G: 5M Early Oct 50M soon

In two days at the beginning of October, five million Chinese registered for 5G. Most or all will soon be activated. I have confirming data points. By the end of 2019, I’m confident at least 12M will sign up and more likely 20M or so. 50M will be reached in the first half of…

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Population by regions for 5G analysis

After 5 months, there is enough data for a (very rough) starting point for estimating 5G subscribers. In Korea, market leaders SK and KT both are confident 10% of Koreans will have 5G by the end of 2019 and 30% by the end of 2020. I can not predict subscribers with any accuracy, although…

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