Telecom Infrastructure Sector Scorecard, Q3 2023 Update - Thematic Intelligence

The thematic screen of the analyst's telecom infrastructure sector scorecard is led by global vendors able to score high across all the key themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). These include US network vendors Cisco and Juniper Networks, European radio access network specialists Nokia and Ericsson, and innovative new entrants such as Mavenir and Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar.

The trade dispute between the US and China continues to escalate, with indications in Q3 2023 that China may be starting to make progress with its domestic production of advanced semiconductors. That said, until confirmed, the leading Chinese vendors, Huawei and ZTE, continue to have weaker scores than their US counterparts. In addition to the ongoing damage from the 2019 bans on their use in the national telecom infrastructure of the US and several of its allies, the more recent US bans on AI chips and advanced semiconductor manufacturing technologies are hurting their AI prospects, particularly their use of AI technologies in networking enhancements. While less critical, the Chinese retaliatory ban on Micron is not likely to help the telecom infrastructure supply chain.

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.

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.
• The analyst'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.
• The analyst has 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 145 million data items across five alternative data sets-patents, jobs, deals, filings, 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.