Verizon CFO Matt Ellis in December 2017 said, “it just starts to be significant to our financials in the next 2 to 3 years.” That would be late 2019 or 2020. Since then, Verizon has said everything is going better than expected. Verizon is building a true gigabit millimeter wave network.

After that comment, the industry accepted calling almost everything "5G," including 5G Low in 3.5 GHz spectrum. That's 70%-90% slower, really 4G with a software tweak (New Radio.) Especially in China, 3.5 GHz networks may be built early in 2018. 

In July 2018,  Skyworks CEO Kris Sennesael didn't see much demand for either type of 5G until late in 2019. Skyworks supplies frontend radio frequency parts to almost all the phone makers and has a clear view of the market. 

What we’re seeing today is a lot of design activity on both the infrastructure side and also on really kind of a heartbeat of the connectivity within smartphones. We think, again, you can get different answers, but we see revenue really being posted probably by 2020, maybe late '19. But 2020 is where I think kind of we translate around real revenue. (Seeking Alpha)

Getting the first 5G phones for Xmas, as Ted Rappaport predicts, is very exciting. But it probably will be Xmas 2019 or a little later for enough units to ship to affect any bottom line. It will take at least another year after that until they are in mid-priced phones.

Thank you, Simon F, for pointing me to the quote.

Article rewritten 8/5 for clarity and to clarify Ellis was talking about 5G High mmWave.

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