Report cover image

Telecom Infrastructure Sector Scorecard - Thematic Intelligence

Publisher GlobalData
Published Jul 21, 2023
Length 14 Pages
SKU # GBDT18141003

Description

Telecom Infrastructure Sector Scorecard - Thematic Intelligence


Summary

The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors that score highly 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 Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar, and Mavenir. The latter has slightly raised its position in the ranking due to its recent capital raising to invest in embedding AI capabilities in its automated network offerings.

Key Highlights

With the trade dispute between the US and China escalating further from last quarter, the leading Chinese vendors, Huawei and ZTE, have weaker scores. In addition to the ongoing damage from the 2019 bans on their use in the national telecom infrastructure of the US, the more recent US bans on AI chips and advanced semiconductor manufacturing technologies are now hurting their AI prospects, particularly their use of AI technologies in networking enhancements. While less critical, the Chinese retaliatory ban on Micron is unlikely 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.
  • 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 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.

Table of Contents

14 Pages
Executive Summary
Top Themes for 2023
Sector Scorecard: Telecom Infrastructure
Who’s who
Thematic screen
Valuation screen
Risk screen
Our Thematic Research Methodology
About GlobalData
Contact Us
List of Figures
Figure 1: The biggest themes driving growth in the tech, media, and telecom industry
Figure 2: Who does what in the telecom infrastructure space?
Figure 3: Thematic screen
Figure 4: Valuation screen
Figure 5: Risk screen
Figure 6: Our five-step approach for generating a sector scorecard

Pricing

Currency Rates
How Do Licenses Work?

How Do Licenses Work?

The primary function of a report license is to define how many people within a company are authorized to use the purchased report. This is separate to how a report might be delivered. Unless specifically identified otherwise, the purchase option is Single User. Below is a helpful description of that license, along with a sampling of others most commonly offered.

  • This license allows only one user to have access to and to use/read the report. It is not one user at a time or one user group; it is an individual who will be reading and utilizing the report.

  • This license allows for the entire purchasing company to read and use the report. This is the license level that would allow for a report to be placed on an internal company shared drive for access by all employees of that direct company. This license does not extend to parent or sister company use.

  • This license is designed to allow an entire department within a company full access to a report. The departmental license is a great option for companies that have more than one location and the department is spread out all over the country/world

  • This license is for companies that have one location where they want the report to be accessible by all employees within that physical location.

  • This is the most flexible of the licensing options. Some publishers will allow you to get a license for a preset number of people (typically 5). These licenses are ideal for small work groups.

License options are at the discretion of each publisher. As such, not all licenses indicated above are available for every product. If you are uncertain of the best license for your needs or would like a license that is not proactively available, please contact us and we will be happy to assist.

Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
Chat Now
Contact Us