Players In The Future 5G Playground

Huawei Investment & Holding Co. Ltd(0BLWSQ-E), a privately held company, had revenue last year that reached $603 billion, a scale comparable to Apple etc. giants in the marketplace global-wise. It has 208 suppliers in FactSet database, all reversely disclosed by public companies. Those from the US are

Among Huawai's 111 customers, only one company is US’s: Trilogy Intl Partners. A small company with only $77 million market cap.

Global Unichip Corp. founded in 1998, is based in Taiwan with a market capitalization of $851.28 million by end of 2018. It engages in the research, production, and design of integrated circuit products. Products include data converter, digital, low voltage differential interface and enterprise multi-standard internet protocol.

It’s key suppliers include – from top down per relevancy – Taiwan Semiconductor Mfg., M31 Technology, Andes Technology, eMemory Technology, TCI, Synopsys, Rambus, SoftBank Group, Semtech, CEVA etc. The key customers is Ambarella, disclosed by Amberrlla, which is a Specialized Semiconductors player.

They mentioned “LDPC’ in their regulatory documents – “along with NVM-e, LDPC from IP partner”, hence it is not a key player itself.

Hitron Technologies, Inc. Market Cap is $145.17 million, provides professional information technology and communication integration solutions. It engages in the research and development, and manufacture of communication and telecommunication hardware products. The company’s business scope includes the manufacture of cable and wireless communication equipment and apparatus, radio frequency telecom equipment, computer and peripheral equipment and data storage media. It offers include electrical and cable installation, installation of fire safety engineering, automatic control equipment engineering, traffic signal installation engineering, computer equipment installation, satellite TV KU Channel and C Channel equipment installation, installation of telecommunications equipment, information software services, data processing services, as well as electronic information supply services.

IROC Co., Ltd. is even smallers with a size of $59.11 million, engaged in manufacturing and designing data storage chips. The products include memory data storage, digital imaging and audio storage controllers. its also provide multimedia and memory Storage Solution. The company was founded on September 25, 2003 and is headquartered in Taipei, Taiwan.

All Winner Technology Co., Ltd.’s market cap is $1.1 billion, it engages in the research, development, design, and sale of system level ultra large scale digital hybrid system on a chip (SoC) and smart power management chips. Its products include smart terminal application processor chips, smart power management chips, wireless communication products, and modules. The company was founded on September 19, 2007 and is headquartered in Zhuhai, China. Its suppliers are semiconductor Mfg Intl. (China), Tianshui Huatian Tech A(China), Taiwan Semiconductor Mfg (Taiwan), Cogobuy, ARM, Alphabet A, SPIL, QUALCOMM, Imagination Techs Grp. It claims in their 2018 filings that “日 全志科技 59 发明 实现 LDPC 码编码的方法与装置 ZL201210311120”.

GigaDevice Semiconductor (Beijing), Inc., size $3 billion, engages in the provision of non-volatile memory devices. Its products include NOR Flash, SPI NAND Flash and GD32 Cortex-M3 MCU. The company was founded by Yi Ming Zhu in April 2005 and is headquartered in Beijing, China. It voluntarily disclosed about 30 customers, mostly are IT distributors. Interestingly, they stated in their 2016 July filing that “LDPC技术是当前 SSD研究中的重要方向, LDPC码是可以逼 近香侬限的纠错编码方法,拥有较低的译码复杂度。”

Innodisk Corp. $257 Million, engages in the provision of industrial embedded flash and dynamic random-access memory (DRAM) storage products and technologies. Its products include flash storage, DRAM module, and embedded peripheral, which used for aerospace and defense, industrial embedded, cloud computing, server application and casino gaming. The company was founded on March 16, 2005 and is headquartered in New Taipei City, Taiwan.

Phison Electronics Corp. $1.5 billion, engages in the manufacture and distribution of computer peripheral equipment. It designs and sells flash memory controllers, peripherals system applications, and Texas Instruments digital signal processor (TI DSP) systems. The company’s products include USBs, memory cards, modules, and solid state drives. Phison Electronics was founded on November 8, 2000 and is headquartered in Zhubei, Taiwan.

QUALCOMM, Inc. $69.3 Billion, founded in 1985 based in San Diago, LA, it engages in the development, design, and provision of digital telecommunications products and services. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for the use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm’s intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. It’s revenue last year is $22 billion, only 1/30 of Huawei’s. 

Gilat Satellite Networks Ltd. $503 million, engages in the provision of broadband satellite communication and networking solutions and services. It operates through the following business segments: Commercial, Mobility, and Services. The Commercial segment provides fixed satellite networks, satellite communication systems, small cell solutions and associated professional services and comprehensive turnkey solutions and fully managed satellite services solutions. The Mobility segment provides satellite communication on the move systems, including airborne, maritime and ground-mobile satellite systems and solutions. The Services segment provides managed network and services for rural broadband access via subsidiaries in Peru and Colombia. The company was founded by Yoel Gat, Gideon Kaplan, Amiram Levinberg, Joshua Levinberg, and Shlomo Tirosh in 1987 and is headquartered in Petah Tikva, Israel. It’s somewhat surfaced out using LDPC string searching via “resilient adaptive LDPC inbound TDMA waveform”.

Source- FactSet workstation

How did you like this article? Let us know so we can better customize your reading experience.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.