Korea phone sales Q2 2019 Counterpoint 230

"Samsung’s Galaxy S10 5G dominated sale in the second quarter, followed by another phone available in 5G, LG V50 ThinQ with a share of 7 per cent, according to the data compiled by industry tracker Counterpoint Research." These latest results confirm South Korea's position as the first leader in 5G and show what's possible.

2 million Koreans have 5G phones. KT and SK are confident 10% of Koreans - about 5 million - will have 5G by the end of 2019. They estimate 30% of Koreans will go 5G in 2020. That would require well over half of the Korean phone sales in 2020 will be 5G.

If China by the end of 2020 matches Korea's 2019 figure of 2019, that would be 140 million. The US would be ~33 million. Almost all estimates except mine are lower than that. 

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,

fastnet.news

huaweireport.com