BustedSamsung, TSMC not getting yields on 10 nm process. Pioneers get arrows in their backs and Qualcomm's 835 LTE chip remains in very short supply. At MWC, The biggest noshow was the Samsung Galaxy S8; Samsung couldn't even manufacture enough chips for their own phones, much less Qualcomm's other customers. 

3,000,000,000 transistors on one chip are a heck of a lot. There's no shame in being late, just disappointment. Most GigLTE cell sites won't be ready this year anyway; with massive overcapacity most places, few are needed. 

#2 Mediatek is a victim of similar yield problems at TSMC. Nikkei confirms previous reports that few want to buy Mediatek 10 core flagship chip. Samsung and Apple design their own, now joined by Huawei and Xiaomi. 

John Pitzer suggests that if the Nokia 3310 is the most exciting phone at MWC, there wasn't much at the show.

dave askAugust 2018 Verizon's $20B 5G build is starting to add customers in 2018. Gigabit LTE & Massive MIMO became real in 2017 and enow expanding worldwide. Almost all the other "5G" is mid-band, 70%-90% slower + hype. Europe is mostly pr. The term 5G has been bastardized, unfortunately.

Being a reporter is a great job for a geek. I'm not an engineer but I've learned from some of the best, including the primary inventors of DSL, cable modems, MIMO, Massive MIMO, and now 5G mmWave. Since 1999, I've done my best to get closer to the truth about broadband.

Send questions and news to Dave Burstein, Editor. I always want to hear from you, especially if you catch a mistake.

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 5G Why Verizon thinks differently and what to do about it is a new report I wrote for STL Partners and their clients.

STL Partners, a British consulting outfit I respect, commissioned me to ask why. That report is now out. If you're a client, download it here. If not, and corporate priced research is interesting to you, ask me to introduce you to one of the principals.

It was fascinating work because the answers aren't obvious. Lowell McAdam's company is spending $20B to cover 30M+ homes in the first stage. The progress in low & mid-band, both "4G" and "5G," has been remarkable. In most territories, millimeter wave will not be necessary to meet expected demand.

McAdam sees a little further. mmWave has 3-4X the capacity of low and mid-band. He sees an enormous marketing advantage: unlimited services, even less congestion, reputation as the best network. Verizon testing found mmWave rate/reach was twice what had been estimated. All prior cost estimates need revision.

My take: even if mmWave doesn't fit in your current budget, telcos should expand trials and training to be ready as things change. The new cost estimates may be low enough to change your mind.