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 askFeb 2018 Verizon $20B 5G build is on for adding customers in 2018. Gigabit LTE, 5G Massive MIMO became real in 2017. China, Japan, Korea, and Verizon U.S. 5G are firm, with heavy investment expected 2019-2021. The goal: Closer to the truth. 

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 I make a mistake.