Great wave 230 "China is the exception; political forces are driving a huge nationwide deployment at incredible speed. We ran the numbers, and they will surprise most of the industry. We had been limiting our forecast based on capacity issues in the supply chain, but with big recent investments in component capacity, we have bumped up our forecast for 2019." Joe Madden, below. Madden's sources include major suppliers in his report, Semiconductors for Remote Radio Heads. Chip and component people need to know 6-12 months before the build in order to ramp up. Usually, they know what's coming.

In March, I wrote 2M 5G Cells At 3.5 GHz for China Telecom. Chengliang Zhang in March said CT would build mostly 3.5 GHz in 2020-2025. Madden's sources say that's been pulled to early 2019. That makes sense; Ericsson and Huawei are shipping production quality gear. Qualcomm's small RF front end looks like a breakthrough. While Ted Rappaport promises phones for Xmas, there may only be a few hundred of them. Word on the street is the phone ramp is late in the year. 

As far as I know, China is primarily 3.5 GHz. Six months ago, China Mobile told me mmWave would be limited until ~2022. Same for Japan. It's plausible they have changed the timeline. The gear is ready; Verizon probably has more than a thousand cells ready to turn on held up for marketing reasons.

I've seen nothing on this in the English-language press. Nor can I find anything in the Chinese, which I read in English translation

On this, I'm working from the press release. I normally wouldn't print something like this without a second source, but it feels right to me. I don't know Madden but he has a good reputation.

Anyone with data, please send over.  (The wave is Japanese artist Hokusai.)

Analysts Predict 5G Tidal Wave in China and Global Ripple Effects

New Report from Mobile Experts Dramatically Increases 5G Forecast

CAMPBELL, Calif., Aug. 1, 2018 /PRNewswire/ -- Mobile Experts made waves with their unconventional 5G forecasts over the past four years, but it turns out they were on the right track; major OEMs are now preparing to ramp up Massive MIMO in an architecture we predicted. In a new report out this week, Mobile Experts dramatically increases their previous forecast to match the ramp up to 5G that is happening much more quickly than anyone anticipated--based on very strong reports coming out of China.  

This report is a complete technical and market review of ASIC, FPGA, ADC, DAC, LDMOS, GaN, PLL, and RF components in remote radio heads. The RRH block diagram is shown in 12 different ways to illustrate trends in beamforming, component integration, and distinctions between various bands and applications. Several block diagrams include pricing estimates for each component, to illustrate how integration will save money overall. In the detailed forecast, pricing, shipment, revenue, and market share data are included through 2023.

"For most of the world, 5G deployment will be spread over many years and will solidify slowly over time," commented Principal Analyst Joe Madden. "China is the exception; political forces are driving a huge nationwide deployment at incredible speed. We ran the numbers, and they will surprise most of the industry. We had been limiting our forecast based on capacity issues in the supply chain, but with big recent investments in component capacity, we have bumped up our forecast for 2019."

This new report reveals how China Mobile, China Telecom, and China Unicom will together deploy huge numbers of base stations during the first months of 2019— the first year of deployment. What Mobile Experts has coined the "China Surge" will continue through 2021, when the report shows a return to sanity in step with the rest of the world's more gradual rate of deployment.

According to Mobile Experts, field trials at millimeter-wave frequencies have been extremely successful, and both Verizon and AT&T are underway in building commercial networks. The complexity of mm-wave radios has increased dramatically, so even fairly small networks can result in huge numbers of radio transceivers. Mobile Experts highlights the use of 192T192R, 256T256R, and even 1024T1024R radios breaks down the mm-wave radios separately because of the dollar value for each radio path differing significantly from the lower bands.

"The dollar content for semiconductors per transceiver will drop sharply as we move down to lower power levels in Massive MIMO, but every component on the market will ship in unprecedented numbers, and with new levels of integration. Overall, 5G will increase the dollar content per RRH devoted to power transistors, ADCs/DACs, and processors due to massive MIMO and the wide bandwidth of the 5G signal," commented Principal Analyst Joe Madden.

dave ask

Newsfeed

The 3.3-4.2 spectrum should be shared, not exclusively used by one company, concludes an important U.S. Defense Innovation Board report. If more wireless broadband is important, sharing is of course right because shared networks can yield far more

It does work! Verizon's mmWave tests over a gigabit in the real world. 
The $669 OnePlus 7 Pro outclasses the best Apples and probably the new Galaxy 10 or Huawei P30 Pro. Optical zoom, three cameras, liquid cooling, Qualcomm 855 and more.
Korea at 400,000 5G May 15. Chinese "pre-commercial" signing customers, 60,000-120,000 base stations in 2019, million+ remarkable soon. 
5G phones Huawei Mate 20, Samsung Galaxy 10, ZTE Nubia, LG V50, and OPPO are all on sale at China Unicom. All cost US$1,000 to 1,500 before subsidy. Xiaomi promises US$600.
Natural monopoly? Vodafone & Telecom Italia to share 5G, invite all other companies to join.
Huawei predicts 5G phones for US$200 in 2021, $300 even earlier
NY Times says "5G is dangerous" is a Russian plot. Really.
Althiostar raised US$114 million for a virtual RAN system in the cloud. Rakuten, Japan's new #4, is using it and invested.
Ireland is proposing a US$3 billion subsidy for rural fibre that will be much too expensive. Politics.
Telefonica Brazil has 9M FTTH homes passed and will add 6M more within two years. Adjusted for population, that's more than the U.S. The CEO publicly urged other carriers to raise prices together.
CableLabs and Cisco have developed Low Latency XHaul (LLX) with 5-15 ms latency for 5G backhaul,  U.S. cable is soon to come in very strong in wireless. Details 
Korea Telecom won 100,000 5G customers in the first month. SK & LG added 150,000 more. KT has 37,500 cells. planning 90% of the country by yearend. 
The Chinese giants expect 60,000 to 90,000 5G cells by the end of 2019.
China Telecom's Yang Xin warns, "Real large-scale deployment of operators' edge computing may be after 2021." Customers are hard to find.
Reliance Jio registered 97.5% 4G availability across India in Open Signal testing. Best in world.

More newsfeed

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Welcome On Oct 1, 2019 Verizon turned on the first $20B 5G mmWave network with extraordinary hopes. The actual early results have been dismal. Good engineers tell me that will change. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

The estimates you hear about 5G costs are wildly exaggerated. Verizon is building the most advanced wireless network while reducing capex. Deutsche Telekom and Orange/France Telecom also confirm they won't raise capex.

Massive MIMO in either 4G or "5G" can increase capacity 3X to 7X, including putting 2.3 GHz to 4.2 GHz to use. Carrier Aggregation, 256 QAM, and other tools double and triple that. Verizon sees cost/bit dropping 40% per year.

Cisco & others see traffic growth slowing to 30%/year or less.  I infer overcapacity almost everywhere.  

Believe it or not, 80% of 5G (mid-band) for several years will be slower than good 4G, which is more developed.