The three Chinese giants expect to install 172,000 base stations in 2019. That's more than the entire networks of Verizon & AT&T, combined. Officially, this is "non-commercial." It probably will be more than twice the entire rest of the world.

Under the direction of Minister Miao Wei, one of the best regulators in the world, the Chinese will be building 5G and edge clouds at an (almost) unbelievable pace. China Tower, owned by the three companies, is talking about bringing 5G to two million sites by 2022-2023.

That would mean 5G - and ~20 ms edge clouds will reach 70+% of China within four years, hundreds of millions of homes. 

Huawei and ZTE will probably get a third of the orders each. That likely means they will be making more base stations than anyone else. Datang, now controlled by Fiberhome, is also hopeful.

Thanks to Bing Doan of Nomura for confirming those figures. I hope he will be allowed to add me to his list.

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,

fastnet.news

huaweireport.com