Page 112 - PCMI Journal December 2020
P. 112
Business Outlook: Global Electronics Industry
Presented by: Walt Custer, Custer Consulting Group, US
12/28/20
58
2020920 Communication Equipment Suppliers Composite of 30 Companies
10 mobile phone makers, 20 other telecom equipment makers plus estimate of other mobile makers
250 200 150 100
50 0 -50
-11%
$ Billions
Revenue, Net Income & Inventory
Revenue
Income
Inventory
Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1Q3Q1 2 0 00 2 0 01 2 0 02 2 0 03 2 0 04 2 0 05 2 0 06 2 0 07 2 0 08 2 0 09 2 0 10 2 0 11 2 0 12 2 0 13 2 0 14 2 0 15 2 0 16 2 0 17 2 0 18 2 0 19 2 0 20
3COM, ADC Telecom, Alcatel+Lucent, Ciena, Ericsson, Motorola Solutions,, Nokia, Polycom, TellLabs, Palm, Adva Optical Networking,Arris Group,AudioCodes,Broadsoft,Fabrinet,Gigamon,Infinera,Ixia,Neophotonics,Radware ; Apple iPhone, HTC, Huawei Device, LG, Motorola Mobility, Nokia, RIM, Samsung, Sony Mobility, ZTE; Euros & Krona converted at fluctuating exchange; mobile phone volumes from company reports & Gartner Dataquest quarterly unit shipment estimates; historical data included for acquired companies
57
20200607
Smartphone Unit Shipments to End Users
World
Units (Millions)
500
450
400
350
300
250
200
150
100
50 0
Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2Q4Q2 20072008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Gartner 6/20 & prior reports, Omdia for 2Q20
Issue 136 December 2020 PCMI Journal 112
Thousands
Millions
