The three Chinese giants expect to install 172,000 base stations in 2019. That's more than the entire networks of Verizon & AT&T, combined. Officially, this is "non-commercial." It probably will be more than twice the entire rest of the world.

Under the direction of Minister Miao Wei, one of the best regulators in the world, the Chinese will be building 5G and edge clouds at an (almost) unbelievable pace. China Tower, owned by the three companies, is talking about bringing 5G to two million sites by 2022-2023.

That would mean 5G - and ~20 ms edge clouds will reach 70+% of China within four years, hundreds of millions of homes. 

Huawei and ZTE will probably get a third of the orders each. That likely means they will be making more base stations than anyone else. Datang, now controlled by Fiberhome, is also hopeful.

Thanks to Bing Doan of Nomura for confirming those figures. I hope he will be allowed to add me to his list.

dave ask

@analysisbranch for latest updates

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Welcome  Asia is installing hundreds of thousands of 5G radios and adding 5G subs by the tens of millions. The west is far behind. 200,000,000 in 2020

The demand is there, and most of the technology works. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

I'm Dave Burstein, Editor. I've been reporting telecom since 1999. I love to hear from readers and say thank you when you find an error. daveb@dslprime.com

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analysisbranch.com,

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