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 Salt is offering 10 gigabits to 1.3M Swiss homes for 50 Swiss francs, less than Verizon wants for 50 megabits. Salt includes an Apple 4K TV in lieu of a set-top, 300 TV channels, and unlimited. He will probably bring similar to other companies he owns: Free in France & Italy, Eir, and Singapore.
His 30 euro triple play in France changed everything in Europe and made Xavi a multi-billionaire. Now, many of those lines are gigabit fiber. He makes more money per customer on the 10 gig for 50 Swiss francs
The numbers suggest any large company with competition should be going for 10 gig rather than 1 gig GPON.
10 gig probably costs Salt $4-7/month more than GPON over several years, covering additional bandwidth and the cost of the equipment. They will be building 100's of thousands and ultimately millions, keeping the cost low. Alfredo Häberl has designed a gorgeous fiber gateway for them while they engineered the electronics in-house. They buy enough equipment they go right to the component source and get remarkable prices.
50 meg is plenty for two 4K TVs and a household surfing. Industry experience is that even a large speed increase produces a very modest increase in downstream bandwidth used. When you have more speed, you don't watch that much more Netflix, get more email, or do anything else that scales like the speed. A typical scenario would be 30% greater bandwidth demand.
Xavi told me a while back his marginal cost of delivering the bits is about $1/month. (He buys well.). 30% more would be dimes. He buys dark fiber for his backhaul, inexpensive to increase in capacity. I know Xavi believes in provisioning his network for the future, so he probably has plenty of capacity in place already. Salt has 4G to 98% of the country, despite the Alps. That provides them much of the backhaul fiber. In turn, the new fiber network will be helpful as he expands the wireless.
Apple probably gave him a great price on the Apple TV box. They are in a fierce fight with Google, Amazon and others to control your TV.
The Swiss electric companies, munis, and others have been building out the fiber to the home, assuming someone like Xavi would come along and put it to use. They expect to soon reach the majority of Swiss homes soon, over 2M.
AT&T, Bell Canada, and others building fiber to the home with a cable competitor should also go 10 gig, but they don't have Xavi's vision.
Here's the pr:
Salt ready to conquer the Swiss fixed net market with its revolutionary Fiber Box •
March 20, 2018
Today, the revelation of Salt Fiber heralds a new era for consumers in Switzerland. Salt’s aim is to provide its customers with the full range of telecommunication services thanks to Switzerland’s most innovative and efficient triple play offer consisting of a combination of a unique 10 Gbit/s ultra-fast broadband technology, Apple 4K TV and telephony services. Salt Fiber is available in all Salt Stores and on salt.ch/fiber as of today – Tuesday, 20 March 2018.
Thanks to a single straightforward product formula, Salt Fiber is not only Switzerland’s most technologically advanced triple play offer but also the most transparent and easy to understand telecommunications suite comprising voice, television and broadband Internet services.