The default assumption shouldn’t be that they do something, they very clearly only package existing technology. They clearly don’t have the know-how to make a functioning modem based on existing specifications, much less develop new tech. Why do you believe they do innovate? Because they told you? I’d suggest the evidence against the null hypothesis just doesn’t exist.
The graphic I linked shows the reality, that all the underlying tech is from the public sector.
Also, you didn’t even bother to contradict what I said that most of the programming is stapling together existing APIs. That’s true, isn’t it?