In a few months, China will have more 5G sites than the entire western world.  "Michael Gao Wenhao of ZTE told China Daily that by Oct 1, China Mobile, China Unicom and China Telecom will each deploy 30,000 to 50,000 base stations in some 40 cities." Alex Cheng of China Mobile confirmed the story.

From other sources, I know that China will very rapidly go first to 1,000,000 bases and after that to 2,000,000. 90%+ of the country will soon be covered. The Politburo has decided that a great Internet will help the economy. Minister Miao Wei told the companies to do it.

No one should be surprised by the size of the rollout. In January, I reported the Nomura estimate that China will have 172,000 sites in 2019.

Deployment is now well begun and set to accelerate in June. This is confirmed by the volume of components being shipped to China.

Ericsson, Huawei, and ZTE are the suppliers. By informal government mandate, Ericsson and Nokia would each get about 10% of the orders, part of a political deal reached with the EU a few years ago. Huawei and ZTE have orders for 100,000 radios in hand.

Nokia CEO Rajeev Suri told investors he decided not to participate because the prices would be too low. That Nokia gave up on the enormous China contract was startling, leading to speculation that Suri's true path forward was to sell the company to either Ericsson or Samsung. There is no confirmation that is the actual plan.

The networks will all be 2.5 GHz to 4.9 GHz midband. The likely real speeds will be 100-500 megabits down, with a gigabit peak widely advertised. China Mobile has particularly valuable spectrum at 2.5 GHz, with better reach than the 3.5 GHz the other two carriers will be using.

Google news does not have any U.S. or European coverage yet, but I have multiple sources.

dave ask

@davescomm

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.  

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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

Also see

analysisbranch.com,

fastnet.news

huaweireport.com