A million Chinese bought 5G phones in Huawei's first 14 days on sale. China in August may add three or four million 5G users. In Korea, 2 million signed up in 4 months. Korea has 51 million people. Adjusted for population, 5G would have 40 million in China or 12 million in the U.S. Germany, Britain, France & Italy have similar populations - and higher incomes - than Korea.
I wrote, Almost all 5G estimates for 2019-2020 need to be doubled. Strategy Analytics, the first mainstream analysis firm to jump in, tentatively raised its 2020 estimate to 80 million in China and 160 million worldwide. My guess is those will prove low. 5G phones are down to US$580 in China and falling to <$300. A reflection:
The best minds of telecom are going mad, starving for data, dragging through the Chinese press for an angry fix. Analysts are doing more than yacketayakking; two have told me their next reports will be very different. These are not teahead joyride neon blinking traffic light,
These are dreams of all who want a great Internet for everyone, no drugs needed. If I'm right, those left behind by a competitor moving faster will face waking nightmares. I hope friends who miss this don't become bleak of brain all drained of brilliance or disappeared into the volcanoes of Mexico leaving behind nothing. I glad no one will be burned alive in their innocent flannel suits on Madison Avenue.
With apologies to Allen Ginzburg, who saw the best minds of his generation destroyed by madness, (very rude link)Add a comment