In both November and December, ~5M 5G phones shipped in China. The monthly total is likely to go up quickly, as supplies of lower-priced phones are becoming widespread. In particular, the US$285 Xiaomi phone is now shipping. The December total phone sales were down 14% compared to Dec 2018, which may suggest people were waiting on the availability of less expensive 5G phones.

This is the official figure from the China Academy of Information and Communications Technology, CAICT. It is part of the Ministry of Industry and Information Technology (MIIT.) There have recently been inconsistencies in reports from China. Ten million "reserved" 5G in the first two weeks of October; a senior technical company expert expected they would get phones within a month.

That schedule hasn't been met. The Chinese press reported some supply shortages. Some people may have delayed purchasing phones as announcements were made of lower prices soon to come. I may have misunderstood press reports, which I read in Google translation. Some numbers could have been exaggerated. 

China Mobile expects to sell ~100M 5G phones in 2020. China Telecom plans 60M. That's more than the official Chinese projection of a total of 150M in 2020, although China Unicom has not yet estimated publicly. I'll be watching closely to get accurate figures.

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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