Realme 5G down to $145 ** 80M 5G subscribers in Q2, 100M August prove 5G is real.** 5G Worldwide: Saudi first, USA last** 5G Phones $199-260
China is > 70% of 5G as subs pass 80M ** Primary: Cost per bit of wireless is falling at a ferocious rate
5X Advance for Africa with Massive MIMO ** Spectrum Marvell: 5 nm 20-40% better ** $400 TCL REVLL 5G at T-Mobile: Here comes 5G in the USA
$Hundreds of millions in extra chip costs prove Open-RAN not quite ready
There have been essentially no major traffic disruptions reported on any major data network in the world despite the traffic increase. Almost all networks have enough spare capacity to handle what's come and probably what is next to come. The NY Times and others are overdue for a correction. Verizon CEO Hans Vestberg tells HBR's Adi Ignatius
We have seen no major impact from a network point of view, the wireless, the wireline, or the fiber network. That’s very important. The network is robust. We are prepared for it.
Over a dozen other networks - from England to India - also have reported minimal disruption.
Hans, a very decent guy for a CEO, also said
You need to support the most vulnerable in our society in these times, especially if you’re the size of company we are. We are waiving all late fees and suspending terminations for nonpayment in order to keep our small business, enterprise, and residential consumers running. For our wireless consumers, we have automatically increased data limits by 15 gigabytes per month. You don’t need to apply. We just give them more. We’re also prioritizing data and communication of first responders and hospitals.
He announced a capex increase, which had previously only been hinted at.
We had guidance for 2020 to spend $17.5 billion on our networks during 2020. Two weeks ago, we decide to increase that to $18.5 billion.
The apex increase is necessary as T-Mobile is building a network that will be noticeably better than Verizon, using Sprint's 160 MHz of golden spectrum at 2.5 GHz.