Ren Zhengfei says Huawei in 2019 will produce, “600,000 5G base stations, which will grow to around 1.5 million in 2020.” That’s an enormous number. The U.S. in total has under 400,000 bases.

I’ve been raising my estimates for 5G and I think I am still too low. China alone may do more than 200,000 radios in 2019 and 600,000-800,000 in 2020. China won’t stop until most of the two million cells are upgraded.

Korea will do 100,000 cells this year and cover 90%+ of the country. The country just passed 2 million 5G subscribers and is adding 500,000 per month. LG+ is using Huawei radios while SK & KT are using Samsung. Preliminary data is that all three networks are working pretty well. There is little performance difference apparent between the Huawei and the Samsung gear.