Suppliers – on the Road to Redemption?
by Clemens Schwaiger, Vikram Gupta
Arthur D. Little’s 2013 Telecom Infrastructure Supplier Outlook

After four tough years and significant M&A activity, the industry is showing initial signs of market repair, but cash generation remains an issue. Mid- to long-term, our interviewees expect the industry to move toward a competitive landscape with four financially-healthy players with comparable product portfolios. Suppliers and operators will need to work together to manage the transition from growth to efficiency, while taking advantage of emerging opportunities.