2025 Taiwan Industrial Outlook - Communications

Faced with a challenging and uncertain global economic environment, WLAN continues to destock and adopts a conservative approach to new orders, relying on the adoption of Wi-Fi 6E technology in new Apple and non-Apple mid- and high-end phones to generate new growth momentum. FWA, with its lower construction costs, has become a key focus for telecom operators in strengthening the last mile of their 5G backbone networks. The number of operators offering FWA services using LTE or 5G varies by region, currently focus on the Americas and Europe markets. Global demand for xDSL CPE continues to decline in the long term, as telecom operators continue to adjust their inventories and face pressure from newer technologies such as fiber and FWA.