THE GLOBAL TELECOM EQUIPMENT INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, technological developments, etc.), the study provides our exclusive analysis of the past evolution of the global telecom equipment industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

R&D investments, partnerships, diversification, external growth and also patent monetisation: the report details the growth levers prioritised by the world leaders in the telecom equipment industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. MARKET FUNDAMENTALS

• Key figures and trends in the telecom equipment industry

• Simplified value chain of the telecom equipment industry

• Main products

• Main customers

3. THE MARKET AND LEADERS' ACTIVITY

THE SECTORAL ENVIRONMENT

• Overview (PESTEL analysis)

• Economic factors

• The role of public authorities

• The technology

• Social trends

THE GLOBAL TELECOM EQUIPMENT MARKET

• Internet usage and dissemination

• Mobile data traffic

• Mobile network coverage

• Fixed telecom infrastructure

• The life span of telecom equipment

• The differences between mature and emerging markets

• Telecoms operators' investments

KEY DATA BY GEOGRAPHICAL MARKETS

• Worldwide

• North America

• Europe

• Asia-Pacific

• Latin America

• Middle East and Africa

LEADERS' ACTIVITY AND PERFORMANCES

• Leaders' cumulative revenue (2015-2020)

• Leaders' rankings by revenue

• Leaders' aggregate operating profit rate

• Leaders' rankings by operating profit rate

• Individualised activity and performances

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Overview (Porter's strengths)

• Intra-sectoral competition

• Threat of new entrants

• Government's influence

• Bargaining power of customers

LEADERS' STRATEGIES

• Overview of development areas

• R&D investments

• R&D partnerships with telecom operators and between competitors

• The race for innovation in 5G

• Monetisation of patent portfolios

• Development of a turnkey offer

• The rise of software solutions

• Integration of artificial intelligence

• Diversification into the Internet of Things (IoT)

• External growth

• With examples, tables and case studies (HUAWEI, NOKIA, ERICSSON, ZTE, CISCO, etc.)

5. FORCES AT WORK

• Ranking of the 10 world leaders in the global telecom equipment industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

• Leader's profiles