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
“It is the compelling obligation for big companies to compete in core technology,” insists Jack Ma of Alibaba, market cap $451B, at the first Digital China Summit in Fuzhou. $457B Tencent chairman Pony Ma said "it is urgent for Chinese enterprises to make breakthroughs in the ownership of core technology." Baidu, probably world #2 in Artificial Intelligence, takes the market cap to $1T.
Xi Jinping sent a message to Fuzhou, calling for "Breakthroughs in core technologies." Chinese companies directly support policy and will come through here. Xi also called for, "promoting the upgrade of infrastructure." China Telecom responded by promising 2M 5G cells.
China has the talent and the funding.
I just met Benjamin Koo of Tsinghua. He came to the U.S. to get a Ph.D. from MIT, worked here a few years, and now has returned to China. A slew of Bell Labs veterans are now working in the Middle Kingdom.
In wireless standards, nothing goes through 3GPP without the approval of the Chinese. IEEE 802.11, which makes Wi-Fi standards, has a very strong Chinese presence. The ITU standards are dominated by C-J-K: China, Japan, Korea.
The ZTE decision was an historic mistake, inspiring China to move even faster.