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
Xavier Niel's Free Mobile offers a 100-gigabyte cap on their 20 euro service, which Jennie bought in Paris. For 20 euros, Telecom Italia offers 5-10 gigabytes. With Free soon to turn on Italy's fourth network, competitor Fastweb brought down prices to compete. In Canada, all three carriers brought prices down before the fourth entered so I expect TI and Vodafone to also adjust prices.
Xavi changed the European Internet when he offered triple play in France for 30 euros. Germany's regulator, Mathias Kurth, told me he pressed his companies to come closer to France's price. The lower mobile prices are slowly spreading to other countries. T-Mobile Netherlands recently went "unlimited" although DT hasn't done that in that in Germany, which recently went from 4 to 3 carriers.
The anecdotal evidence is strong that prices move 10-20% when a market goes from 4-3 or 3-4 primary carriers.
That was a key reason the U.S. blocked the AT&T takeover of T-Mobile USA. The regulatory approval of a T-Mobile-Sprint deal would be uncertain.
Iliad has 70 people working in Italy and has budgeted $B to become the fourth mobile carrier in Italy. Iliad has a "10,000km fibre backhaul network, has deployed its core network, set-up roaming, and negotiated interconnection contracts."
Like Ambani's Reliance Jio in India, Xavi is building a state-of-the-art network with costs much lower than the existing players. Vittorio Colao of Vodafone knows he'll have to respond. "When you have a big warship and the pirates are approaching, it makes sense to send out the commandos in the speed boats.”
With government-backed Open Fiber also building, Italy will eventually catch up to Europe.