Friday Feb 21, Xi Jinping, General Secretary of the CPC Central Committee, told the Politburo, General Secretary of the CPC Central Committee, told the Politburo, "to prop up support for the research and development of related reagents, drugs, and vaccines, and prompt the development of biomedicine, medical equipment, 5G networks and industrial Internet." Emphasis added. 

The next day, China Unicom and China Telecom committed to deploying 250,000 sites by September. To put that in perspective, the two companies, working together, will deploy about as many sites as the combined total - 4G and 5G - Verizon, AT&T, T-Mobile, and Sprint. 

China Mobile is set for another 300,000. Q4 construction will raise the total. They have already put in emergency orders to the primary suppliers. Huawei is mostly back to work. Away from Wuhan, many people will return to the job this week.

Wuhan is China’s “Optics Valley." Yangtze Optical Fibre & Cable and Fiberhome are two of the world's largest optics manufacturers. Both are based in Wuhan, the center of the epidemic. Shortages of backhaul fiber are predictable.

The money is available. China Mobile has cut capex from RMB 187 billion (USD 27 billion) to RMB 166 in 2019. Simply restoring that cut would finance > 10,000 more radios. China Unicom spent RMB 61 in 2017 but projects RMB 58 in 2019. 

The equipment is or soon will be available. Huawei claims it can produce 1,500,000 radios a year. Ericsson and ZTE have spare capacity. The Chinese companies, like all tech companies, are suffering from supply chain problems already that will probably get worse.

Apple has postponed the $399 iPhone SE2 because of production problems.

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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