“Huawei’s 5G mobile phone shipments have exceeded 10 million units,” Huawei Consumer Business CEO Yu Chengdong reports. That’s 3 million higher than the previous figure, probably representing shipments in January.

That’s a particularly strong performance because the market in China tanked in January. Highly anticipated phone, particularly the Xiaomi Only 20 million phones were shipped in China in January, down 37% compared to January 2019. Corona became a factor late in the month, but it looks like phone sales were also down earlier.

5.465 million 5G phones shipped in China in January. That’s probably more than twice as many as the entire rest of the world, including Korea. It’s a little under plan, which calls for 150 million 5G phones in 2020. The Chinese buy ~400 million phones a year.

About 10% of the country can receive a 5G signal today. More than half will be covered with 5G by the end of 2020. 25% are buying 5G today. By yearend, it will be half or more choosing 5G.

That’s 200 million or more 5G customers in 2020