Viettel 4GMYTEL, the new fourth company, has promised 4G to 95% within three years, investing well over $1B. They will launch their 4G-only network with 7K base stations across most of the country early in 2018. Adjusted for population, they begin with about 80% of the cell sites of Verizon or AT&T and rapidly surpass the U.S. giants.

90% to 95% LTE coverage is rapidly becoming common across the developing world. Reliance Jio is soon at 95% as well. On the other hand, while South Africa claims 99% 3G coverage, ICASA estimates only 75% 4G. Today's 4G is three to eight times as efficient as 3G and hence much cheaper per bit. Almost all networks are rapidly upgrading.  

The wireless explosion in Myanmar is almost miraculous. Six years ago, fewer than 1% had mobile phones. Today, Bloomberg estimates 90% are connected.

90% connected sounds a little high to me, as does MPT's estimate they reach 98% of the country.

Viettel will own 49% of MYTEL. The remaining 51% will be split between MEC and local companies. MEC is controlled by the Myanmar military and. Viettel by the Vietnamese government. To reach the less served, governments are increasingly jumping in. All of Rome will get fiber home courtesy of the government power and water company. India is running fiber to an amazing 250,000 villages, of which about 30,000 are starting to connect endusers.

The three current carriers - Norway's Telenor, Ooredoo of Qatar, and Myanmar Post and Telecommunications (MPT) - have nearly saturated urban middle-class market, so MYTEL from day one will target rural areas and lower prices. That explains why they want to expand even to extreme rural areas.


 That the Myanmar military is bringing the Internet to so many is admirable. Don't forget, however, "the Myanmar military began torching entire villages with helicopters and petrol bombs, aided by Buddhist vigilantes from the ethnic Rakhine group, those fleeing the violence said.

Person after person along the trail into Bangladesh told of how the security forces cordoned off Rohingya villages as the fire rained down, and then shot and stabbed civilians. Children were not exempt." New York Times


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.


 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.