Telecom Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
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The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors that score well in the themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). The leaders include US network vendor Cisco, European radio access network (RAN) specialists Nokia and Ericsson, and innovative new entrants such as Mavenir and Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar.
Scope
This sector scorecard provides a top-down, comprehensive outlook for the key players in the telecom infrastructure sector over the next two years, based on the key themes set to transform their industry landscape.
Key Highlights
The trade dispute between the US and China continues to escalate, with unclear indications at the end of 2023 that China may be starting to make progress on domestic production of advanced semiconductors. However, until confirmed, the leading Chinese vendors, Huawei and ZTE, have weaker thematic scores than their US counterparts.
Reasons to Buy
Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
Our thematic engine tags over 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, and news-to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.
Amdocs
Arista Networks
ASOCS
Broadcom
Calix
Casa Systems
Ciena
Cisco
CommScope
Concentrix
CSG Systems
Ericsson
Fujitsu
Harmonic
HPE
Huawei
Infinera
Intel
Juniper Networks
Lumentum
Mavenir
NEC
Nokia
Parallel Wireless
Phluido
Qualcomm
Radisys
Rakuten
Ribbon Comms
Samsung Electronics
Ubiquiti Networks
Vecima
ZTE
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