Coronavirus Matters – But Numbers are Uncertain

The best epidemiologists are not sure when the pandemic will be controlled. That makes it impossible to provide an accurate estimate of the effect on telecom and 5G. If production gets back to normal by the end of Feb, the natural drop in 5G subs will be 10-15 million. I’ve reduced my “surprise-free” 2020...

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Does Korea Slowdown Mean 5G Demand is Falling?

Korea added only 313,000 5G users in December, half the August total. It missed the 5 million year end 2019 goal. The 15 million projection for 5G users in Korea at the end of 2020 is now uncertain. Phone subsidies have been cut sharply from the $400-600 earlier in the year. Coverage, at over...

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