Itron(ITRI)
HQ US34% share
Leading smart meter and IoT solutions provider; major North American gas meter manufacturer
manufactured · input
Advanced Metering Infrastructure (AMI) / Smart Meters
Two-way communicating electricity meters with embedded RF/cellular SoCs enabling time-of-use pricing, outage detection, and demand response. U.S. had ~115 million installed by 2023. Itron (US) and Landis+Gyr (Switzerland) together hold ~66% of the North American installed base. Meter chips are fabbed at TSMC and GlobalFoundries; Chinese-made meters have faced national security scrutiny.
4
Source countries
3
Companies
2
Goods affected
0
Claims on record
What depends on it
Goods that need this input
2 essential American goods rely on advanced metering infrastructure (ami) / smart meters somewhere upstream in their supply chain.
Energy
Residential Electricity
The full infrastructure stack delivering electricity to U.S. homes — spanning generation (natural gas 43%, nuclear 18%, renewables 24%, coal 16%), high-voltage transmission, distribution, and smart metering. The U.S. generated approximately 4,178 billion kWh in 2023 at utility scale.
Energy
Electricity (residential)
Residential electricity service for lighting, appliances, and HVAC.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| USUnited States | 55% |
| CHSwitzerland | 32% |
| CNChina | 8% |
| XXOther | 5% |
Who makes it
Supplier companies
3 companies produce advanced metering infrastructure (ami) / smart meters.
Landis+Gyr (Honeywell/Elster)(LAND.SW)
HQ CH32% share
Owns Elster Group; major global gas meter manufacturer including North American market
Skyworks Solutions Inc.(SWKS)
HQ US20% share
Skyworks Solutions Inc. (Irvine CA; Nasdaq: SWKS; ~$3.8B revenue FY2024; formed 2002 by merger of Alpha Industries and Conexant's wireless division) is the world's third-largest GaAs RF semiconductor company. Skyworks is heavily weighted toward smartphone RF ICs (power amplifiers, front-end modules for Samsung, Huawei era, Apple secondary supplier) and has been expanding into IoT (smart home, industrial IoT) and automotive RF. Skyworks operates a GaAs fabrication facility in Newbury Park CA — one of the few remaining US-soil compound semiconductor fabs producing at commercial scale. Skyworks also uses WIN Semiconductors (Taiwan) as a foundry partner for wafer production overflow. Skyworks' revenue profile is among the most Apple-dependent in the semiconductor industry: Apple historically represented ~60-65% of Skyworks' annual revenue, though this has declined as Broadcom expanded Apple RF content and Skyworks diversified.