Lawrence Livermore EUV 230At least a dozen 5G phones will be announced in the next two weeks for MWC Barcelona. Some of them may start shipping as soon as April, earlier than expected. That's not guaranteed. The primary chips should be available but the front end of the phones - RF or Radio Frequency - also has been struggling.

End of March, Taiwan Semi promises volume production of 7 nm chips produced using an Extreme Ultraviolet system (EUV.) TSMC is taking delivery on 18 of the US$100 million-plus machines this year. Some will be tested on 5nm, with production expected in 2020.  Samsung and TSMC have begun construction on 3 nm facilities that will cost US$20 billion. 

EUV should deliver chips that are perhaps 10% more efficient. Even a small improvement is desperately needed.  Huawei HiSilicon is set to be one of the primary customers, although Apple's A13 chip will have priority. 

If the designs are working as well as hoped, both HiSilicon and Qualcomm should have good quantities of 5G chips by the summer, slightly ahead of schedule. 

The most advanced chipmaking process - 7 nm at Taiwan Semi without EUV - is barely able to deliver 5G chips today. There have been fewer than a dozen public sighting of 5G phones. none of which have tested at even half of the expected gigabit. 

For EUV information, https://en.wikipedia.org/wiki/Extreme_ultraviolet_lithography is well done.

 

dave ask

@davescomm

Details on all 5G phones, as prices drop to $285 ** All actual 5G networks worldwide ** Facebook ordered to repost Italian fascist page. ** Apple China sales down 35%** Qorvo sees 300M 5G 2020 & 750M 2023 mmWave <10%

** Bharti demands India Gov more than double prices and enforce cartel. Sunil Mittal "Situation is dire. It is a matter of survival for everyone." ** Wi-Fi 6 meets ITU 5G criteria @stephenjcrowley ** Samsung $8B for Chinese memory plants ** Morgan paying billions for Altice fiber

Dec 10 Sprint bringing $300-500 5G phones to US 2020. Nokia, Lenovo, HMD ** H., Apple, and AMD doing 5 nm test runs on TSMC's 5 nm. Early results are 15-30% better than 7 nm ** AT&T low-band 5G built to >65% US. Speeds slower than 4G at launch. ** 

Verizon CEO Ronan Dunne: >1/2 VZ 5G "will approximate to a good 4G service" Midband in "low hundreds" Mbps ** CFO John Stephens says AT&T is going to cut capex soon. ** Huawei in 16 days sold 1,000,000 5G Mate 20s.  

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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, especially when you find an error. daveb@dslprime.com

Also see

analysisbranch.com,

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huaweireport.com