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.
1. DEVELOPMENT OF THE WIRELESS COMMUNICATION MODULE MARKET
1.1 Global Market Development
1.2 Chinese Market Development
2. DEVELOPMENT OF FIBOCOM
2.1 Fibocom Holds Third Position in the Global Wireless Communication Module Market
2.2 Key Products and Customers
2.3 Financial Performance
2.3.1 Brisk Sales Growth Due to Strong ICT Product Demand During COVID-19
2.3.2 Single-quarter Gross Profit Margin and Net Profit Margin Hit Record High
2.3.3 A Significant Increase in R&D Spending to Develop Ultra-high-speed 5G Communication Modules
3. EVALUATION OF THE COMPETITIVENESS OF FIBOCOM
3.1 Cooperation with Intel Helps Tap into 5G Modules for IT Equipment
3.2 Development in 5G and Mobile IoT Products Helps Deepen Cooperation with Telecom Operators
3.3 Acquisition of Sierra Wireless to Increase Presence in the V2X Market
3.3.1 Acquires Sierra Wireless' In-vehicle Module Business
3.3.2 Makes a Strategic Investment in LINKSCI, 100% Subsidiary of ECARX
3.3.3 Completes C-V2X “New Four Spans” Testing with Brilliance Auto
4. MIC PERSPECTIVE
APPENDIX
List of Companies
1.1 Global Market Development
1.2 Chinese Market Development
2. DEVELOPMENT OF FIBOCOM
2.1 Fibocom Holds Third Position in the Global Wireless Communication Module Market
2.2 Key Products and Customers
2.3 Financial Performance
2.3.1 Brisk Sales Growth Due to Strong ICT Product Demand During COVID-19
2.3.2 Single-quarter Gross Profit Margin and Net Profit Margin Hit Record High
2.3.3 A Significant Increase in R&D Spending to Develop Ultra-high-speed 5G Communication Modules
3. EVALUATION OF THE COMPETITIVENESS OF FIBOCOM
3.1 Cooperation with Intel Helps Tap into 5G Modules for IT Equipment
3.2 Development in 5G and Mobile IoT Products Helps Deepen Cooperation with Telecom Operators
3.3 Acquisition of Sierra Wireless to Increase Presence in the V2X Market
3.3.1 Acquires Sierra Wireless' In-vehicle Module Business
3.3.2 Makes a Strategic Investment in LINKSCI, 100% Subsidiary of ECARX
3.3.3 Completes C-V2X “New Four Spans” Testing with Brilliance Auto
4. MIC PERSPECTIVE
APPENDIX
List of Companies
LIST OF TABLES
Table 1. Comparison of China's Top 5 Wireless Module Suppliers
Table 2. Fibocom's History
Table 3. Fibocom's R&D Workforce and Spending, 2017 - 2021
Table 1. Comparison of China's Top 5 Wireless Module Suppliers
Table 2. Fibocom's History
Table 3. Fibocom's R&D Workforce and Spending, 2017 - 2021
LIST OF FIGURES
Figure 1. Fibocom's Shipment Volume and Growth Rates, 2016 - 2021
Figure 2. Fibocom's Upstream and Downstream Supply Chains
Figure 3. Fibocom's Revenues, 2016 - 2021
Figure 4. Fibocom's Revenues, 2016 - 2021
Figure 5. Fibocom's Automotive Customers Acquired through Sierra Wireless
Figure 1. Fibocom's Shipment Volume and Growth Rates, 2016 - 2021
Figure 2. Fibocom's Upstream and Downstream Supply Chains
Figure 3. Fibocom's Revenues, 2016 - 2021
Figure 4. Fibocom's Revenues, 2016 - 2021
Figure 5. Fibocom's Automotive Customers Acquired through Sierra Wireless
