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
Pete Bell's TeleGeography data (below) show 10% growth at Argentina, Guatemala, Ecuador, Costa Rica, and El Salvador. Puerto Rico and Venezuela actually lost subscribers. Brazil added 2,083,000 to 28,670,000 (7.8% growth.) Telefónica Vivo is rushing to 10M homes with FTTH in order to win market share.
Uruguay has 79% household penetration. Government-owned Antel has covered 82% of the country with fiber home. Chile and Mexico are far behind at 61% and 59%. Brazil is at 43%. I don't have data, but I'd bet San Paulo and the Southern part of Brazil are closer to 60% and the North much lower. Brazil has extreme income and racial inequality with a Gini coefficient of 50. (The U.S. is the most unequal of developed countries, at 40; France is 32.)
Do visit telegeography.com if you don't already know them.
Latin America Fixed Broadband – Top 15 Markets, Dec-17
|Annual Growth||Household Penetration|