The underlying factors affecting the price of 5G phones. Phone prices are the most important factor driving demand and hence the course of 5G. I predict 5G will rapidly accelerate as the price of phones falls under US$300 in 2020. I’m not tracking all the models in every country, just the newsworthy changes.
August 1 ZTE confirms it will bring 5G prices under $300 in 2020, as will Huawei.
July 30 Oppo sets the price of its iQOO 5G phone at RMB 4,000 yuan (US$580.) ZTE’s Axon10 Pro 5G version is priced at RMB 4,999 (US$725.) Both are high-end phones using a Qualcomm 855 chip. Huawei’s Mate 20X 5G will go for RMB 6,199 (US$900,) only $30 more than the 4G version.
July 2019, phones appear in good supply, as do the parts required to make them. Three chipmakers are in production: Qualcomm (produced at TSMC’s foundry in Taiwan,) Huawei (TSMC,) and Samsung (self-produced.) Both Samsung and TSMC have good capacity available at the most advanced node, 7 nanometres.