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)

The current estimate of some of the best analysts is less than half what SA and I are projecting. Comments very welcome. This email address is being protected from spambots. You need JavaScript enabled to view it.

Here's the take from Strategy Analytics

Huawei Holds Key to 5G Market Reaching 160 Million in 2020


August 20, 2019

#China drives #5G smartphone sales to 160M in 2020. The winner in China will be well positioned to take global leadership in 5G. 5G could be the springboard that allows #Huawei to overcome US trade barriers.

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BOSTON--(BUSINESS WIRE)--According to the latest research from Strategy Analytics, global sales of 5G smartphones will reach 160 million in 2020 – if 5G takes off as expected in China. Huawei is best positioned to capture the majority of China’s 5G smartphone sales and could leverage that success to regain its global smartphone standing.

Ken Hyers, Director at Strategy Analytics, said, “As China goes, so goes the 5G ambitions of chip-makers Qualcomm, MediaTek, and Unisoc, all of whom have been applauding the rapid rise in the number of 5G models licensed in recent months.”

Ville Petteri-Ukonaho, Associate Director at Strategy Analytics, added, “Significantly, China holds the key to 5G volumes in 2020. The winner in China will have huge leverage for driving down the learning curve of 5G devices.”

David Kerr, Senior Vice President at Strategy Analytics, added, “Samsung is the undisputed global 5G leader, but currently has just a 1% share of the Chinese smartphone market. China is expected to be the largest 5G smartphone market, with 5G phone sales potentially hitting 80 million in 2020. Huawei has recently accelerated and intensified its efforts in its home market to counter international uncertainty. By Q2 2019 it had expanded its smartphone marketshare there to almost 40%, far outpacing all other competitors. It is well positioned to leverage that dominant position to take a commanding lead in China’s 5G smartphone market in 2020 and beyond.”

Kerr continued, “If China meets its aggressive targets, Huawei could cut deeply into Samsung’s 5G leadership, positioning it for recovery and growth in Western Europe and other global markets.”

Strategy Analytics provides a snapshot analyses for the outlook for 5G smartphone market in this Insight report: 5G Smartphone Sales: China to Drive Rapid Growth in 2020. Clients can read the full report here

a lost battalion of platonic conversationalists jumping down the stoops off fire escapes off windowsills off Empire State out of the moon,