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 Phones: 2019 China $470-700 2020 West: $400-? 2020 China $300
Update Jan 10: Xiaomi is now shipping the US$285 Redmi K30 5G, months before that price was expected. Previously: Nine companies are competing in a 5G market that has room for 4 or 5. In 2020, the difference in 5G and 4G manufacturing costs will fall to US$15-35 per phone. 150 million 5G subscribers...
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