In 2023, the unfavorable macroeconomic environment and delayed network upgrades by broadband service providers led to persistent inventory issues, resulting in declining annual revenues for major fixed broadband chipmakers. However, in 2024, with significant improvements in inventory and the release of order signals from some key telecom operators, several chipmakers saw improved revenues in the first quarter. The overall fixed broadband equipment market is anticipated to stabilize and resume growth.
Table of Contents
1. Financial performane Analaysis1.1 Revenue Performance Warms Up as Inventory Pressure Eases
1.2 The Fixed Network Bidding Market Fails to Meet Expectation in 2023, Causing Revenue Decline
2.Industry trends observation
2.1 Infrastructure Heating Up in the US, UK, and China While Emerging Markets Embracing New Demands
2.2 Branded Equipment Manufacturers Struggling While Two Major US Chipmakers Taking Different Product Strategies
3. The Analyst's Perspective
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Airoha
- AT&T
- BlackRock
- Broadcom
- Casa Systems
- China Mobile
- China Telecom
- China Unicom
- Comcast
- Commscope
- Etisalat
- HiSilicon
- HKT
- Huawei
- Intrepid Networks
- Jio Reliance
- Lumine Group
- Maxlinear
- Ooredoo
- OptiCore Technologies
- Qualcomm
- Realtek
- Sanechips
- Tillman FiberCo
- T-Mobile
- Vantiva
- Vecima Networks
- ZTE
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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