Good data. suggestive if not definitive. Pal Zarandy at Rewheel offers four years of data comparing 8 European companies. I believe at least 10-15% relative increase is highly likely.
His conclusion: Gigabyte prices in 4 to 3 consolidated German and Austrian markets have fallen considerably behind the Netherlands and other 4-MNO European markets.
Compared to a control group of six countries with four primary operators, German and Austrian prices almost doubled. (Denmark, France, Italy, Poland, Sweden, UK.) Austria went from 30% less expensive than the control group to 74% more. Germany went from 60% more expensive to almost triple the control group.
1 ms will be in the lab for years, (A First Look) From China to AT&T to the EU, regulators are being promised ultra-fast, 1 ms latency, 5G. They are being led by the nose to offer giveaways and subsidies. 1 ms. is certainly possible, as is 2 ms. LTE. But the networks being built are 5-15 ms., sometimes more. AT&T's Melissa Arnoldi has committed to a report twice a month. (Thank you.) The highlights:
~500M Africans, Indonesians, and Indians are regular Internet users without a landline. Brazil, Indonesia, and Mexico add ~200M more. In total, something like 1B people were wireless-only at the end of Q3 2017. I'm comparing the number of Facebook users (over 250M in India) with the number of landlines (< 20M in India) for a rough guess at how many are wireless only. In the developed world, 70-90% of all homes have a landline connection, implying fewer than 100M are wireless only.
The Global South has ~500M "connections," ~ 450M wireless and 50M wired. The Global North has about 450M. About 65% of Internet users are now in the Global South. The gap is increasing by about 50M/year.
"Smartphone application processors (AP) worldwide will grow 1.5% to 1.67 billion units in 2018," DIgitimes estimates. Consensus is smartphone sales in 2018 will be about flat. Since accuracy for forecasts like this is +- several percent, don't make too much of the exact estimate. Some China Q1 sales are low enough to suggest a decrease in 2018. Digitimes has become a reliable source which I regularly check.
What's interesting here is the market shares. As smaller phone vendors fall out, the share of Samsung, Apple, and Huawei HiSilicon self-produced chips rises. They are usually the three biggest vendors and predominate in the more profitable high end chips. Company after company have failed in the wireless chip business.
No. CEO Tom Rutledge goes too far claiming "Using unlicensed and licensed Spectrum working together" as a definition of 6G. T-Mobile did that years ago, and BT and many other Europeans have long treated Wi-Fi as part of their network. LAA, taking over Wi-Fi spectrum for LTE, is one of the pillars of 3GPP Rel. 15.
Do not miss the Brooklyn 5G Summit, livestreamed by IEEE. Arogyswami Paulraj of Stanford, perhaps the most distinguished communications engineer alive, is joined by Gerhard Fettweis (Tactile Internet,) MacArthur Fellow Dina Katabi of MIT and a dozen others. Executives include CTO Seizo Onoe of NTT, Marcus Weldon of Bell Labs, and an extraordinary panel on phased array antennas..
They are speaking to their peers, so they bring the most recent and important results. Four and five years ago, Ted and team presented the data that convinced the industry mmWave will work, with hundreds of thousands of base stations in the works now. Marcus brought an inspiring call for 1 ms latency, still to be realized. This year, Paulraj is bringing insights into 60 GHz, above the current 5G range. That's nothing: Kaushik Sengupta of Princeton is working with terahertz.
Chengliang Zhang's keynote at OFC revealed that China Telecom will build ~2M base stations (doubling) for a national network at 3.5 GHz. Most will be built between 2020 and 2025. A bigger telecom story is hard to imagine, but only the great Ray Le Maistre caught it. Thank you Ray.
Currently, CT uses 1.16M 4G cells for China's population of 1.379B, or about 1,200 people per cell today. In 2015, CT was at about 1,700 people per cell. That was about equal to Spain and Korea and three times fewer than AT&T or Verizon. (Chart)