5G is growing by millions per month in China, although the exact status is unclear. The telcos are reporting "contracts," which continue to be far higher than the separately reported 5G phone sales. Some people are apparently signing up to 5G contracts even before they get the phones. The 5G price is the same as 4G and 5G has promotions. 

That said, China Mobile reported 8.7M new 5G contracts in Feb and a 15M total.8.7M new 5G contracts in Feb and a 15M total. Add China Tel & Unicom, China 5G is probably over 30M. China is now on track for >150M 5G in 2020, with the likely world total ~200M.

Xi Jinping has declared 5G a crucial part of the "New Infrastructure" that will be massively funded after the epidemic. CM is doing 300K sites in 2020, CT+CU 250K, China a total of 600K sites 2020.

What's wrong everywhere else?

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