Development of the Leading Chinese IoT Module Supplier: Fibocom (pre-order)
China’s leading wireless communication module supplier Fibocom won Intel’s investment in 2014 and became a notebook PC communication module supplier of HP and Lenovo in 2015. In 2018, Fibocom moved into the world’s top 10 and China’s top 3 ranking with outstanding shipment performance. It then expanded its reach into the 5G and in-vehicle wireless communication module markets in 2019. As the only Chinese IoT (Internet of Things) wireless communication solution provider invested by Intel, Fibocom has an upper hand in consumer electronics. In anticipation of rapid 5G expansion, Fibocom acquired Sierra Wireless in 2020 to tap into the in-vehicle wireless communication market. This report analyzes Fibocom’s competitive edges and examines its development strategies.
- KEY ISSUES IN 4Q 2020
- IC Design
- Other Chinese Brands Increase Chip Inventories as Huawei Faces Setback, Driving up IC Design Houses' Revenues
- Small IC Design Houses Affected by Crowding Out Effect amid High ICT Chip Demand
- Semiconductor Manufacturing
- Production of Mature Nodes Reaches Full Capacity Due to Transfer of Orders Caused by the U.S.-China Trade War
- Share of Revenues from Advanced Nodes Rises Dramatically as Mass Production of 5nm Chips Begins
- OSAT
- Orders from Other Chinese Brands Push OSAT Companies to Full Capacity
- Worsening Material Shortages Affect OSAT Companies' Capacity
- IC Design
- INDUSTRY DEVELOPMENT IN 1Q 2021
- IC Design
- Taiwanese Smartphone Suppliers Overwhelmed by Surging Smartphone Orders
- The IC Shortage Likely to Continue into 2H21 Due to Crowding out Effect Caused by Urgent Auto Chip Orders
- Semiconductor Manufacturing
- The Automotive IC Shortage Increases Extra Pressure on Semiconductor Manufacturing Capacity
- Semiconductor Chips Become Strategic Resources; IC Production Capacity Becomes New Variable in the U.S.-China Trade War
- OSAT
- The ABF Substrate Shortage Still a Big Issue for OSAT Companies
- OSAT Companies' Profits Expected to Grow Steadily as Shortages Continue
- IC Design
- APPENDIX
- List of Companies
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