Strategic Intelligence: Telecom Infrastructure Sector Scorecard Q3 2024 Update

The leaders on the thematic screen of the analyst’s telecom infrastructure sector scorecard continue to be US network vendor Cisco, European radio access network (RAN) specialists Nokia and Ericsson, and new entrants Mavenir and Rakuten. Rakuten is undoubtedly reaping the benefits of acquiring Open RAN vendor Altiostar in August 2021, a deal described as a 5G game changer. Such acquisitions will be the way forward in creating tomorrow’s telecom infrastructure. The pillars on which telecom infrastructure relies are the infrastructure-creator themes in the thematic screen, notably artificial intelligence (AI), programmable infrastructure, edge computing, private networks, and 5G.

The trade dispute between the US and China rumbles on as the clock ticks down to the US elections on 5 November. Indications that China may be starting to make progress on domestic production of advanced semiconductors remain unconfirmed. As a result, leading Chinese vendors Huawei and ZTE have weaker thematic scores than their US counterparts. The latest development in this dispute is the revelation that the US and Japan are close to a deal to curb tech exports to China’s chip industry. The deal is not without its risks for Japan, which fears China could block exports of critical minerals if Tokyo goes along with Washington’s export controls stance. That will only create a further drag on 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.
• At the analyst, 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.