Happy to answer questions, offer background, share data and sources, and quickly provide quotes. Dave Burstein 347-603-6442 daveb@dslprime.com

Analysis Branch: 80M 5G subscribers in Q2, 100M August prove 5G is real. (August 28)

• 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 …