It is fashionable to talk about the race to 5G. This theme started last year, and has picked up this year with many opinion articles published on the topic. Perhaps the one that got most attention is the white paper by Deloitte: The chance to lead for a decade. The paper compared US networks and investments to that of other countries, with a focus on China. Of the several comparisons made, one in particular got me thinking: can we use the number of cell sites to qualify who’s winning or losing a race? Never mind whether or not the whole notion of a 5G race is relevant (I’ll save this for another post), but is the number of sites, which is a proxy to coverage and capacity indicators, a legitimate metric? In this, I don’t mean to pick on one element of the argument. This question is more fundamental: should coverage and capacity remain the sole indicators for wireless services?
China ahead on number of sites – and that’s that!
According to the Deloitte, China has 14.1 sites per 10,000 people vs. the US’ 4.7 (3x). Alternatively, China has 5.3 sites/square miles vs. the US’ 0.4 (13x). At face value, this is a big disparity, but one that’s well known. The larger of the US carriers like AT&T and Verizon have on the order of 60,000 cell sites, each. That pales in comparison with China Mobile’s 500,000+ LTE sites alone! Continue reading