The surge of artificial intelligence (AI) is prompting Taiwanese networking companies to seize emerging opportunities. Accton is actively expanding into areas such as all-optical communications and AI accelerators, while Senao Networks has teamed up with Intel to enter the standard server market. Sercomm is also diligently exploring growth potential in sectors like the smart grid and the Internet of Things (IoT).
Apple has officially launched its newest budget-friendly model, the iPhone 16e, which is equipped with the company's self-developed modem chip, the C1. The market is keenly observing its performance in terms of communication and power efficiency.
The rapid advancement of generative AI (GenAI) technology is set to transform how consumers interact with wireless communication networks. According to Ericsson, GenAI will drive substantial growth in mobile network traffic, primarily due to the increasing availability of highly personalized content, the rise of AI agents, and the growing adoption of immersive interactive applications. Both uplink and downlink traffic are expected to increase simultaneously.
Apple is ramping up efforts to develop its own wireless connectivity chips, signaling a shift away from suppliers. The company is advancing in modem, Wi-Fi, and RF chip development, with plans for gradual integration into new devices.
While many major players in the communications supply chain have scaled back investments in satellite technology, MediaTek continues to push forward. The company consistently showcases its Non-Terrestrial Network (NTN) solutions at key industry events, reinforcing its commitment to this evolving sector.
Taiwan's telecom giant Chunghwa Telecom has been actively expanding its strategic investments, growing its portfolio to 47 companies beyond its core businesses. In 2025, three subsidiaries—International Integrated Systems, CHT Security, and Chunghwa Leading Photonics Tech—are set to go public, enhancing their flexibility in fundraising and financial planning.
Cisco Systems reported robust financial results with a 9% revenue increase to US$14 billion, driven by heightened demand for networking infrastructure and strategic execution of its growth initiatives.
MediaTek and Realtek, two of Taiwan's top IC design firms, are bullish on network chips, citing strong momentum heading into 2025. Even in the first quarter, advance orders are emerging amid tariff concerns, signaling a potential demand surge.
Chunghwa Telecom Chairman Alex Chien stated that in 2024, despite facing risks from geopolitical tensions, rising electricity prices, and natural disasters, the group aims to achieve revenue exceeding NT$230 billion (approx. US$6.98 billion), marking seven consecutive years of positive growth in both revenue and profit.
Pegatron posted NT$105.322 billion (approx. US$3.2 billion) in monthly revenue for January 2025, marking a monthly increase of 2.8%, according to the company's latest financial report issued on February 10. Market analysts attribute this growth primarily to increased shipments in the company's consumer electronic business. However, January revenue was down by 3.7% year-over-year, due to a drop in the communication business, and the ongoing transition of the company's product portfolio.
In an unexpected development, Nokia revealed a CEO transition plan for March 2025, which analysts interpret as a strategic pivot from networking equipment toward data centers and artificial intelligence.
Taiwanese network IC design house Realtek Semiconductor has expressed confidence in its business prospects for 2025, as evidenced by improved order visibility and technological advancements.
Optiemus Electronics, an India-based electronics manufacturing services (EMS) provider, has formed a strategic partnership with China-based TP-Link to manufacture networking devices and smart home products in India. The collaboration supports the country's 'Make in India' initiative while reinforcing India's position as a global manufacturing hub.
Ericsson announced on January 14 that 5G Standalone (SA) and 5G advanced networks are poised to become the next major focus for the mobile industry. This shift comes as telecom operators seek to adopt performance-driven business models and provide differentiated services for customers.
Wireless communication technology is rapidly evolving, driven by the demand for higher transmission speeds, lower latency, and wider coverage. However, meeting the demand while also adhering to global net-zero emission and energy conservation targets presents a significant challenge. This raises the critical question: how can the industry maximize speed, efficiency, and coverage while minimizing power consumption, especially in the AI-driven 6G era?
Taiwan is gearing up for next-generation 6G research and development, with the National Science Council (NSC) prioritizing three sectors in the IMT-2030 framework.
Donald Trump's return to the US presidency, coupled with his appointment of hawkish cabinet members focused on China, signals the likelihood of escalated trade and technology sanctions against Chinese firms. Huawei, a key target during Trump's first term, is expected to face renewed pressure under his administration.
Taiwanese network communication manufacturers report no immediate impact from the US-China trade war on orders but remain optimistic about long-term opportunities driven by geopolitical shifts. They view new technologies like Wi-Fi 7, 10G-PON, DOCSIS 4.0, and AI as pivotal growth drivers for 2025, offering more predictable prospects than geopolitical uncertainties.
On December 24, 2024, Taiwan-based mobility solutions leader Line Go hosted a media event where Chairman and CEO Lin Chun-sheng detailed the current state of Taiwan's Mobility-as-a-Service (MaaS) industry and the company's 2025 development plans.
IC distributor Sunnic Technology & Merchandise is expanding its CMOS image sensor (CIS) business in India while diversifying into service businesses focused on unmanned automation and smart healthcare solutions.
Taiwan's entry into the 5G era began in February 2020 with the licensing of 1.8 GHz, 3.5 GHz, and 28 GHz frequency bands. The 28 GHz band was positioned as a gateway for millimeter wave (mmWave) technology, promising ultra-reliable low-latency communication, enhanced mobile broadband, and massive machine-type communication.
Rafael Microelectronics has outlined its revenue performance for 2024 and future growth strategies, highlighting steady shipment and revenue growth for its wideband RF product line, driven by a solid customer base and increasing penetration with global brands.
The US government has launched a national- security investigation into TP-Link, the China-founded router maker whose equipment now dominates the American market and has been targeted in repeated Chinese cyber attacks, people familiar with the matter said.
The explosive growth in AI adoption has created opportunities beyond traditional computing sectors, with networking suppliers emerging as major beneficiaries. While Broadcom, a leader in wireless networking chips and prominent ASIC provider, gains attention for its AI ASIC growth, Taiwan-based networking switch makers like Accton and Senao Networks are discovering new growth avenues through AI servers.
