Fibocom
Fibocom is a Shenzhen-headquartered, dual A+H listed (300638.SZ | 0638.HK) designer of wireless communication and edge AI modules — the world's #2 cellular module vendor — serving automotive OEMs, telecom operators, and IoT device manufacturers across 5G, LTE, AI, and LPWA applications.
- Company typePublic
- Founded1999
- HeadquartersShenzhen, China
- Headcount51–100
- GTM typeB2B
- OfferingHardware or Manufacturing
What Fibocom does
Fibocom (深圳市广和通无线股份有限公司; stock codes 300638.SZ and 0638.HK) is a Shenzhen-headquartered, publicly listed designer and manufacturer of wireless communication modules and edge AI solutions for IoT, automotive, and consumer electronics applications. Founded in 1999, the company is the world's #2 cellular module vendor by market share (combined with Quectel at ~45% of the global cellular module market) and operates a comprehensive portfolio spanning 5G, LTE, Smart, Wi-Fi, GNSS, and LPWA (NB-IoT, Cat.M) technologies. Fibocom is now pivoting its positioning from "Connecting Everything" to "Intelligent Connectivity," embedding on-device AI inference (up to 18 TOPS on its ClawBox platform, 10 TOPS on AI ECR) and integrating with all three leading chip platforms — Samsung Exynos Modem, Qualcomm Snapdragon/X-series, and MediaTek T930/Filogic/Genio — for end applications including automotive (via wholly-owned subsidiary Favalon), smart retail, FWA/CPE, AI+robotics, smart utilities, smart home, and wearables.
The company's revenue model is primarily hardware sales of embedded wireless and AI modules to device manufacturers and system integrators, with a secondary stream of professional services for customization, integration, and after-sales support. Go-to-market combines direct enterprise sales to Tier-1 customers (Volkswagen, BYD, Chery, XPeng, Great Wall Motor, DigiVision, Hesai, XREAL, China Telecom, du), an owned e-commerce storefront (fibomall.com) for SMBs and developers, and a global distributor network. Fibocom is investing in geographic diversification through a manufacturing partnership with Kaynes Technology in India (commencing Q2 2026) and has executed inorganic growth via the 51% acquisition of Rolling Wireless and the announced controlling acquisition of Shenzhen Hangsheng Electronics. The October 2025 Hong Kong IPO raised $360M at a $3.07B pre-money valuation, making Fibocom the first Chinese wireless module company to achieve a dual A+H listing.
Fibocom faces material regulatory risk: the US FCC, under Chairman Brendan Carr, is evaluating national security restrictions on Chinese-made cellular modules, in which Chinese vendors collectively hold ~70% global share. Competitive dynamics center on a duopoly with Quectel, with Fibocom differentiating through cost-optimized designs (e.g., 50% memory reduction on the FG550 5G module), industry-first PC1 power class implementations, and AI-integrated module solutions targeting the transition from connected to intelligent devices.
Fibocom firmographics
Firmographics- Name
- Fibocom
- Legal name
- 深圳市广和通无线股份有限公司
- Website
- https://fibocom.com
- Company type
- Public
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Fibocom is a Shenzhen-headquartered, dual A+H listed (300638.SZ | 0638.HK) designer of wireless communication and edge AI modules — the world's #2 cellular module vendor — serving automotive OEMs, telecom operators, and IoT device manufacturers across 5G, LTE, AI, and LPWA applications.
- Ownership category
- akta.pro rank
Fibocom industry classification
Industry- Product category
- Wireless Communication Modules
- NAICS
- Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing (334220), Other Communications Equipment Manufacturing (334290), Communications Equipment Manufacturing (3342)
- SIC
- Computer Communications Equipment (3576), Communications Equipment, Nec (3669), Electronic Components & Accessories (3670)
- akta.pro primary industry
- Wireless Interface Adapters (Wi‑Fi/Bluetooth/Cellular Modems) (HDAFAEAJ)
- akta.pro secondary industries
- RF Front-End Modules (FEMs) & Integrated RF Modules (HDAHAMAA), Embedded & Compute Modules (SoMs, COM Express/SMARC, industrial SBC modules) (IMAGAJAK), Home Networking & Connected Home Infrastructure (Wi‑Fi Mesh, Routers, Matter/Thread/Zigbee Bridges) (HSAPAQAG)
Keywords
Where Fibocom is headquartered
LocationHeadquarters
- HQ city
- Shenzhen
- HQ country
- China
- HQ region
- Asia
Offices8 records
Markets served
Fibocom business model
Business model- GTM type
- B2B
- Offering type
- Hardware or Manufacturing
- Cost components
- Technology or R&D, Supply Chain, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Wireless Communication Modules: Fibocom generates primary revenue from selling wireless communication modules including 5G, LTE, Smart, Wi-Fi, and GNSS modules. These are sold as embedded hardware components to device manufacturers and system integrators across IoT, automotive, and consumer electronics industries.
- AI Solutions and Edge Computing: Revenue from AI-powered solutions including ECR (Electronic Cash Register), AI CPE, and AI-powered modules with on-device AI capabilities for smart retail, robotics, and consumer applications.
- Automotive Connectivity (Favalon): Through wholly-owned subsidiary Favalon, Fibocom provides automotive connectivity modules, smart cockpit solutions, and software solutions for intelligent vehicles, targeting major automakers including Volkswagen, Chery, XPeng, Great Wall Motor, and BYD.
- Professional Services and Technical Support: Technical services including product customization, integration support, testing verification, and after-sales technical support for module deployment.
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
Fibocom product offering
Product offeringCore offering
Fibocom designs, manufactures, and sells wireless communication modules (5G, LTE, Smart, Wi-Fi, GNSS, LPWA) and edge AI solutions for IoT, automotive, retail, and consumer electronics applications. The company embeds its modules into customer OEM products across connected vehicles, smart retail (AI ECR), fixed wireless access (CPE/MiFi), robotics, industrial IoT, and smart utilities, also offering technical services, customization, and integration support.
Differentiator
Problem solved
Functional benefit
Brands
- Favalon: Wholly-owned automotive subsidiary focused on connected vehicle solutions, intelligent cockpit solutions, and software solutions for the automotive industry
- Fibocom ClawBox
- AI Meeting Assistant
Products and services
- 5G Modules
- LTE Modules
- Smart Modules
- Wi-Fi 8 CPE Solution
- GNSS Modules
- LPWA Modules (Cat.M / NB-IoT)
- AI ECR Solution
- AI NAS CPE Solution
- AI Dongle
- 5G SoC Dongle Solution
- 5G FWA Solutions
- ClawBox AI Module
- Favalon Automotive Solutions
- AI+Robotics Solutions
- Professional Services and Technical Support
Quantifiable outcome
- 50% memory reduction on FG550-EAU module from 8Gb to 4Gb LPDDR4x
- +6 more outcomes
Companies that use Fibocom
Customer profileNamed customers9 records
Segments8 records
Ideal customer profiles4 records
Fibocom technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature8 records
Fibocom partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered major, core and strategic.
- China Unicom Digital (联通数科)majorStrategic cooperation to build a more industry-focused chip-module ecosystem, combining Fibocom's wireless modules with China Unicom's digital services capabilities.
- Luxshare Precision (立讯精密)majorJoint launch of next-generation 5G Dongle featuring global 5G support and plug-and-play connectivity, expanding Fibocom's portfolio of 5G FWA and mobile broadband solutions.
- Samsung SemiconductorcoreStrategic collaboration using Samsung Exynos Modem platform for Fibocom's Fx550/FG550 5G module series. The partnership enables memory optimization achieving 50% RAM reduction (8Gb to 4Gb LPDDR4x) while maintaining product features. Samsung contributes the Exynos Modem platform while Fibocom provides engineering expertise in balancing performance and cost for next-generation 5G terminals.
- QualcommcoreCollaboration using Qualcomm platforms including QMB415 for 5G MiFi solutions, Snapdragon X85/X82 for FWA modules, and QCM415 for AI solutions. Qualcomm provides chip platforms while Fibocom develops modules and solutions targeting global mobile broadband, automotive, and IoT applications.
- du (UAE Telecom)majorCollaboration on ALL-IN-ONE AI CPE solution featuring AI NAS for intelligent home storage management. The solution combines Fibocom's 5G modules with du's telecom services, targeting family data interaction and smart home experiences through AI NAS and integrated 5G.
- MediaTekcoreJoint development of Wi-Fi 8 CPE solutions combining Fibocom's FG390 5G module with MediaTek's Filogic 8800 Wi-Fi 8 chipset. Also collaboration on AI ECR solutions using MediaTek Genio 520/720 platform, 5G FWA solutions with MediaTek T930 platform, and flagship Wi-Fi 8 CPE products for enhanced connectivity, interference reduction, and coverage improvements.
- Kaynes TechnologymajorPartnership for manufacturing IoT modules in India across Karnataka, Hyderabad, and Gujarat facilities. Manufacturing expected to commence from Q2 2026. The collaboration enables Fibocom to cut import duties, qualify for government tenders mandating local content, and lower average selling prices to compete with market leaders in India.
- Axgen Semiconductor (爱芯元智)majorJoint launch of AI conference machine solution to accelerate intelligent upgrades for conference terminals, combining Fibocom's wireless connectivity with Axgen's AI chip capabilities.
- OFilm (欧菲光)majorJoint launch of ToF (Time of Flight) plus binocular vision positioning module combining OFilm's optical expertise with Fibocom's wireless modules for enhanced sensing capabilities.
- XREALstrategicStrategic collaboration to launch AI glasses industry, combining Fibocom's wireless communication technology with XREAL's AI glasses expertise to pioneer the AI glasses market segment.
- Hesai Technology (禾赛科技)strategicStrategic partnership for robotics solutions combining Fibocom's wireless modules with Hesai's LiDAR technology for embodied AI applications, accelerating commercialization of intelligent robotics.
- China Telecom (中国电信)majorMultiple NB-IoT module wins through China Telecom procurement programs, expanding IoT connectivity for ubiquitous connectivity applications in China.
- China Mobile Research Institute (中国移动研究院)majorCollaboration to integrate 5G private network quality probe capability into Fibocom's FM160 module, enabling real-time network monitoring for industrial and medical applications.
Scale indicators6 records
Recent moves8 records
Expansion highlights6 records
Fibocom competitors and assessment
Company assessmentDirect peers
- Quectel: Quectel is the global #1 cellular IoT module maker and Fibocom's closest direct competitor. Together they control ~45% of the global cellular module market; they compete head-to-head across 5G, LTE, LPWA, smart modules, GNSS, and automotive categories serving similar IoT, automotive, and FWA customers.
- Telit Cinterion: Telit Cinterion is a global cellular IoT and automotive module manufacturer with strong positions in automotive, industrial, and smart metering. It directly competes with Fibocom in automotive modules and is mentioned alongside Fibocom as a top global module vendor, particularly relevant in the India market.
- Sierra Wireless: Sierra Wireless is a Canadian-based cellular IoT module provider historically competing with Fibocom. Fibocom actually acquired Sierra Wireless's automotive embedded module product line, making the relationship both competitive and acquisition-linked; they overlap in IoT module categories serving enterprise customers.
- u-blox: u-blox is a Swiss provider of positioning and wireless communication modules and chips, including cellular, short-range, and GNSS. It competes with Fibocom in GNSS modules, automotive telematics, and industrial IoT module categories, serving similar industrial and automotive customers in EMEA.
- SIMCom Wireless Solutions: SIMCom is a Shanghai-based cellular IoT module manufacturer and one of the major Chinese players competing with Fibocom in 5G, LTE Cat.1 bis, NB-IoT, and smart modules. It serves similar IoT device makers globally and is a frequent alternative to Fibocom in cost-sensitive designs.
- MeiG Smart Technology: MeiG Smart is a Shenzhen-based cellular module maker competing with Fibocom in 5G, 4G, smart, and automotive modules. It is explicitly listed alongside Fibocom, Quectel, and others as one of the Chinese players under US FCC national security review consideration.
- Sunsea AIoT: Sunsea AIoT (formerly Sunsea Telecommunications) is a Chinese IoT module and connectivity provider competing with Fibocom in cellular modules. It is grouped with Fibocom and other Chinese players subject to the FCC national security review, and competes in similar automotive, metering, and smart device applications.
Emerging players
- Cavli Wireless: Cavli Wireless is an India-headquartered cellular IoT module maker that competes with Fibocom in the Indian market, particularly in smart metering, automotive, and 5G/LTE modules. As a local Indian player, it benefits from government "Make in India" preferences and competes directly with Fibocom's India strategy.
Broad incumbents
- Murata Manufacturing: Murata is a major Japanese electronic components manufacturer that produces wireless modules (Wi-Fi, Bluetooth, LoRa) and RF components. While broader in scope, it competes with Fibocom in connectivity modules for IoT, automotive, and consumer applications, particularly in Japanese and Western OEM supply chains.
Others
- MediaTek: MediaTek is a primary chipset partner to Fibocom (Filogic 8800, Genio 520/720, T930 platforms) but also a strategic alternative — its reference designs and growing module ambitions place it in an adjacent, enabling relationship rather than direct competition. Relevant because MediaTek's chip roadmap directly shapes Fibocom's module competitiveness.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Fibocom social profiles
Digital presenceFibocom financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fibocom leadership team
Management profileNumber of profiles
Profiles5 records
Fibocom subsidiaries and ownership
Company hierarchySubsidiaries2 records
Fibocom funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fibocom M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fibocom
What does Fibocom do?
Fibocom designs, manufactures, and sells wireless communication modules (5G, LTE, Smart, Wi-Fi, GNSS, LPWA) and edge AI solutions for IoT, automotive, retail, and consumer electronics applications. The company embeds its modules into customer OEM products across connected vehicles, smart retail (AI ECR), fixed wireless access (CPE/MiFi), robotics, industrial IoT, and smart utilities, also offering technical services, customization, and integration support.
Is Fibocom a public or private company?
Fibocom is a public company. It is classified as public and is currently operating.
When was Fibocom founded?
Fibocom was founded in 1999. It employs 51 to 100 people.
Where is Fibocom based?
Fibocom is headquartered in Shenzhen, China, in the Asia region.
How does Fibocom make money?
Four revenue lines are on record. Wireless Communication Modules are the primary driver. The others are AI Solutions and Edge Computing, automotive Connectivity (Favalon) and professional Services and Technical Support.
Who are Fibocom's main competitors?
Direct peers on record are Quectel, Telit Cinterion, Sierra Wireless, u-blox, SIMCom Wireless Solutions, MeiG Smart Technology and Sunsea AIoT. Cavli Wireless is listed as an emerging player. Murata Manufacturing is listed as a broad incumbent. MediaTek is listed as an others.
Does Fibocom have an API?
No public API is recorded for Fibocom.
What industry is Fibocom in?
Fibocom's product category is Wireless Communication Modules. Its primary akta.pro industry code is HDAFAEAJ, Wireless Interface Adapters (Wi‑Fi/Bluetooth/Cellular Modems), with a secondary code of HDAHAMAA, RF Front-End Modules (FEMs) & Integrated RF Modules. Its NAICS code is 334220 and its SIC code is 3576.