Sometime between October 2019 and October 2020, China will have the largest 5G network in the world. The three giants - Mobile, Telecom, & Unicom - will rapidly deploy 1,000,000 base stations each, probably by 2021 or 2022. They will keep going, possibly past 2,000,000. Consumer speeds will mostly be 100-700 meg down. That's already decided and carriers are publicly committed. The three companies are negotiating sharing towers, radios, and even backhaul/transit. 

Minister Miao Wei in 2016 set the goal of 25 ms latency to 90% of the country in 2025. At the time, his plan seemed ambitious and far ahead of anyone I Europe or the U.S. To everyone's amazement, the technology has advanced so fast that will likely be achieved by 2023.  The question now is whether China will reduce that to 15-20 ms. With URLLC, that can be reduced to less than 10 ms soon after.

China is planning a major push in automotive, which may support a low latency build. Latency is important for AR & VR; the Minister's 25 ms may not be adequate. AR & VR are so important to the Chinese, the Chairman has spoken up. See Chairman Xi Jinping on VR: Go Gamers!

5G air latency today is ~10 ms. No one outside of China is thinking of putting servers at every tower.

Instead, the closest are 1-3 hops back, resulting in 15-20 ms. Deutsche Telekom is putting servers even further back in the network, looking for 20-25 ms. Verizon's new system is 30 ms; they are talking about putting in Edge Servers later this year and reducing that.

Logically, the Ministry would want to go to every tower for the best possible performance. China, including Xi Jinping, believes a better, faster Internet helps the economy. China, up to the Central Planning Council, is emphasizing the importance of 5G for improving the economy. (The data on high-speed Internet and the economy are very weak and the impact exaggerated around the world.) 

2019 is a go-slow year for decisions. Nomura estimates 172,000 bases in 2019, but the capex projections I've seen suggest that figure won't be reached. 2H 2019 or 1H 2020 should see a massive acceleration/

They are using 2.5-4.9 GHz and typical user speed should be 100-700 megabits. Verizon's millimetre wave will deliver a gigabit to some and could be faster. 

dave ask


Rethinking Jan 27: Coronavirus could invalidate all projections. I reported on AIDS for 2 years. This could be worse because it spreads in air. Let us hope and pray.

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.  


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.

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