China is > 70% of 5G as subs pass 80M

At the end of June 2020, China had ~65 million 5G phones, Korea 7.5 million, the U.S. 5-6 million, and the rest of the world perhaps 4 million. In June 2019, Minister Miao Wei told the giant Chinese telcos “accelerate” and the results are extraordinary. China has upgraded 415,000 base stations and are adding...

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June 2020 H1 5G subscribers 84M (82M-92M)

210 million 5G yearend as phone prices fall to US$199-260. 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. 5G fixed wireless added perhaps 4 million more. As Chinese phone prices (US$199-260)...

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Analyzing Telecom

TRAI is demanding that all telecom gear, not just phones, move to Made in India. Turkcell’s Superbox 4G fixed wireless added 91,000 subscribers Q2. With far more 4G capacity than they can sell, telcos including Verizon are promoting 4G fixed. Canadian telcos claim 5G at 1.7 Gbps. Actually, in the spectrum they have, 300...

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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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