Will the China price reach the rest of the world? Yes, and possibly soon. US$580 offers at least a 30% margin over parts and manufacturing costs, both of which are falling. 5G prices are headed under $300 in 2020 according to China Mobile, Huawei, and ZTE. 

I believe demand for 5G will explode as the price comes down. So I've started the 5G phone price watch to track the market. It's on 5gwnews.com, a site I'm bringing back now that 5G is real. First items:

July 30 Oppo sets the price of its iQOO 5G phone at RMB 4,000 yuan (US$580.) ZTE's Axon10 Pro 5G version is priced at RMB 4,999 (US$725.) Both are high-end phones using a Qualcomm 855 chip. Huawei's Mate 20X 5G will go for RMB 6,199 (US$900,) only $30 more than the 4G version.  

July 2019, phones appear in good supply, as do the parts required to make them. Three chipmakers are in production: Qualcomm (produced at TSMC's foundry in Taiwan,) Huawei (TSMC,) and Samsung (self-produced.) Both Samsung and TSMC have good capacity available at the most advanced node, 7 nanometres.

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. daveb@dslprime.com

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