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GlobalData
GlobalData

Strategic Intelligence

Western weaknesses in lithium-ion supply chains will slow electric vehicle adoption and demonstrate China’s dominance of the EV market, says GlobalData

Electric vehicle (EV) production is set to skyrocket to 12.76 million cars produced each year by 2026, with over half coming from China. China dominates the lithium-Ion battery supply chain, specifically in terms of battery cells, cathode and anode production, and chemical refining With lithium prices set to rise throughout the next decade, the EV […]
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Tencent retains its lead in the gaming sector despite regulatory challenges, says GlobalData

Following Tencent’s Q3 2021 earnings announcement; Emilio Campa, Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers his view: “No matter what Chinese regulators throw at the games industry, Tencent’s continued growth demonstrates its market domination. Tencent tops GlobalData’s gaming thematic scorecard, in which 43 companies are scored against the […]
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Slower subscriber growth for Disney+ no cause for panic, says GlobalData

Following the release of Disney’s fourth-quarter 2021 financial results; Charlotte Newton, Analyst on the Thematic research Team at GlobalData, a leading data and analytics company, offers their view: “Disney+ subscriber growth may have slowed over the last quarter, but we shouldn’t let that overshadow this young platform’s momentous achievement. One slow quarter doesn’t mean that […]
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India 2070 net-zero commitment not good enough, West should support Indian renewable capacity expansion, says GlobalData

Following the news that India has pledged to reach net-zero carbon emissions by 2070; George Monaghan, Thematic Analyst at GlobalData, a leading data and analytics company, offers his view: “The third largest greenhouse gas emitter on earth declining to sign COP26’s coal pact and setting its net-zero goal 20 years later than scientists urge is […]
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VC data shows challenge of unlocking private finance for climate change solutions, says GlobalData

Following the news that a coalition of international financial companies have signed up to tackle climate change led by Mark Carney; Robert Penman, Associate Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers his view: “Mark Carney’s climate finance signatories represent $130 trillion of private capital, which must now be net-zero […]
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UK joins global AI arms race with new ten-year plan as it targets slice of global AI platform revenues set to reach $52bn by 2024, says GlobalData

Global AI platform revenue will reach $52bn by 2024, up from $28bn in 2019. The UK is currently a laggard in AI as it has only made 2,525 patent publications in the last three years, compared to the US’s 103,871 and China’s 63,292. The UK’s ten-year AI plan shows signs of prioritising innovation over regulation […]
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Frances Haugen’s evidence reminds us that online harm thrives in the absence of transparency, says GlobalData

Following Facebook whistleblower Frances Haugen’s appearance in front of MPs investigating online harm; Laura Petrone, Principal Analyst in the Thematic Research team at GlobalData, a leading data and analytics company, offers her view: “Haugen’s testimony shows that social media companies must become more transparent. Until platforms such as Facebook can be held accountable for the […]
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Tesco’s late entry into checkout-free race won’t stop it reaping rewards as ‘ambient commerce’ is future trend of in-store retail, says GlobalData

Tesco’s entry to the UK’s checkout-free retail race, through partnership with disruptive in-store tech provider Trigo, allows it to compete with Amazon, Morrisons, and Aldi to grab a greater share of the UK’s in-store food and grocery retail market, set to be worth $196bn by 2025 Checkout-free stores are generating a social media buzz – […]
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Amazon to open New Zealand’s first data center with global market set to reach $948bn by 2030 as pandemic proves defining moment for cloud, says GlobalData

Data centers predicted to become a $948bn global industry by 2030 according to GlobalData Cloud data centres could become increasingly essential for Amazon to support the size and scale of the company’s day-to-day operations. Boosted by the pandemic, the global share of total data center traffic taken by the cloud is predicted to increase from 88% […]
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Emphasizing the metaverse over social media will benefit Facebook’s public image, says GlobalData

Facebook’s rebrand is expected to highlight the importance of the metaverse, an upcoming ‘virtual world’ technology that GlobalData expects will be a ‘mega theme’ Reducing Facebook’s association with social media will benefit the company’s public image following recent negative press, especially around data privacy – the company has the lowest possible score in GlobalData’s Thematic […]
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Donald Trump’s TRUTH Social will most likely end up an outpost for misinformation, says GlobalData

Following today’s news (21 October) that former US President Donald Trump has announced plans to launch a new social media platform called TRUTH Social; Dr Lil Read, Thematic Analyst at GlobalData, a leading data and analytics company, offers her view: “Without sophisticated algorithms and teams of content moderators, misinformation will likely breed on the TRUTH […]
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