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
Cable added 1,000,000 DSL/telco fiber 10,000. The data below are from Bruce Leichtman, who has been consistently accurate. The trend to cable is clear in the 50M homes that are still running DSL versions that are ten years out of date. AT&T & Verizon are doing fine in U-Verse and FiOS territory but are getting clobbered elsewhere.
DSL beats cable in Canada, France, and England. The U.S. policy types who say a cable monopoly is almost inevitable are uninformed. AT&T & Verizon have decided to go wireless-only across about 25% of their homes. They virtually stopped investment in those areas and have been very open with Wall Street about their plans. The wireline business is profitable in those areas but wireless-only makes more money. Or so they expect.
China Mobile added 2.65M new wired subscribers in March.
Q1 data from Leichtman.
|Broadband Internet||Subscribers at End
of 1Q 2016
|Net Adds in
|Time Warner Cable||13,640,000||327,000|
|Other Major Private Cable Companies*||6,775,000||50,000|
|Total Top Cable||56,334,724||1,064,983|
|Total Top Phone Companies||35,202,323||10,693|
Leichtman covers ~94% of the market. I believe most of the remainder are telco, which might improve the numbers slightly.