Introduction

Trends

Sector Scorecard: Telecom infrastructure equipment

Appendix: Our "thematic" research methodology

This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and identify the leading and lagging companies.

It includes a theme map that shows the 50 biggest themes driving growth in the telecom infrastructure equipment sector.

It explains how some of the largest listed players in the sector have performed over the last three years.

It looks at major technology and macro-economic trends impacting the telecom infrastructure equipment sector.

Key Highlights
This report provides information on key themes that will impact the telecom infrastructure equipment sector over the next two years, including 5G, IoT, silicon photonics, SDN, edge computing, and blockchain.

Reasons to buy
Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector. However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries. This telecom infrastructure equipment sector scorecard provides a top-down, comprehensive outlook for the key players in the industry over the next two years, based on the key themes set to transform their market.

Companies mentioned
Acacia Comms

Adtran

Applied Optoelectronics

Ciena

Cisco

Ericsson

Finisar

Fujitsu

Huawei

Infinera

InterDigital

Juniper Networks

Lumentum

Macom

Nokia

Samsung Electronics

Spirent

Sterlite

Telit

Ubiquiti Networks

Viavi

ZTE