Oppo 10X foto 230$285 buys you a decent 5G phone from Xiaomi in China. Sales are far higher than nearly anyone predicted a few months ago, probably ~200 million in 2020. China and Korea set the pace, with Europe and the U.S. far behind. 

Below, with details, my latest table of phones.

In China, many 5G phones are $470 and less. 9 companies are fighting for a market where only 4 or 5 can make a profit. China Mobile expects prices to fall below $200 by the end of 2020. Prices in the West are still $800-1500 but they also will come down. It only costs $1 to airfreight a phone. 

19 million 5G phones sold in 2019, almost all in China & Korea. China plans to sell 150 million in 2020, which will require ramping to over 15 million per month. Even before Corona, China was well behind that pace. If the coming huge stimulus emphasizes 5G, it may get back on track.

Company Model Release date Size (Inch) #Rear Cam Grams Battery Price China
      Update Feb 20        
Huawei Mate 20 X 5G August 1 7.2 3 232 5000 900
Huawei Mate X Fold October 2019         2500
Huawei Mate 30 Pro 5G Dec 2019 6.5 4 198 4500 810
Huawei Mate 30 5G Dec 2019 6.6 3 196 4200 710
Huawei Honor V30 Feb 2020 6.6 3   4100 470
Huawei Honor V30 Pro Feb 2020 6.6 3   4200 550
Huawei Nova 6 5G Decenber 2019 6.6 3 212 4200 550
Huawei P40 March 2020          
Huawei P40 Pro March 2020   5      
Lenovo/Motorola Z6 Pro 5G March 2020 6.4 4 185 4000 455
LG V50 ThinQ July 2019 6.4 3 183 4000 700
OnePlus 7 Pro 5G June 2019 6.7 3 216 4000 840
Oppo Reno 3 5G 12/1 6.4 3 181 4025 458
Realme X50 1/1 6.6 4 202 4200 360
Samsung A90 September 2019 6.7 3 206 4500 825
Samsung Galaxy 10 5G May 2019 6.7 4 198 4500 800
Samsung Galaxy S20 March 2020 6.7 4 188 4500  
Samsung Galaxy S20 Ultra March 2020 6.9 4 222 5000  
Samsung Note 10 5G August 2019 6.3 3 168 3500  
Samsung Note 10+ 5G August 2019 6.3 3 198 3500  
Samsung Fold Sept 2019 7.3 3 263 4235  
Vivo iQOO 5G August 2019 6.4 3 196 4500 536
Vivo X30 January 2019 6.4 3   4350 470
Vivo X30 Pro January 2019 6.4 4   4350 570
Xiaomi Mi Mix 3 5G July 2019 6.4 2 218 3800 700
Xiaomi Mi 9 Pro November 2019 6.4 3   4000 520
Xiaomi Redmi K30 5G January 2019 6.7 4   4500 285
Xiaomi Mi 10            
ZTE 5G Axon 10 Pro  August 2019 6.5 3 175 4000

 

 

             

 

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.  

----------

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