Thanks to Mukesh Ambani & Reliance Jio's low prices, almost 300M Indians connected via 4G. Vodafone chief executive Sunil Sood finds, “Data cost dropped 90% and the cost of voice come down 58% in last 1.5 years.” That's the most dramatic growth in Internet history, I believe. In two years, India has gone from one of the most backward Internet countries to carrying more mobile data than anyone else. 

Jio proves companies can make a profit at prices from $2 to $10/month*, double and triple the number of decent Internet connections, and make an enormous difference. Four years ago, I had a few minutes with Carlos Slim and suggested there were two profitable models. Most telcos are high margin, relatively low volume. Free in France, Softbank in Japan, and now Jio in India are proving low cost, high volume can be profitable. I tried to persuade him the latter would be better for his country, as it is proving in India.
India also is connecting 650,000 villages with fiber. 300,000 are already in place. That will connect tens of millions more, possibly hundreds of millions.

Marked satire despite the quote and the facts being accurate. I read Sood's comments as implying cheaper Internet is causing a crisis for the operator and that the government should step in,  I think a great Internet for all is a higher goal.Voda is taking over Idea next month. It will have over 400M subscribers, the most in India. If a company that large can't compete with Jio, they need complete new management.

dave ask

@davescomm

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.  

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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, especially when you find an error. daveb@dslprime.com

Also see

analysisbranch.com,

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huaweireport.com