Component Makers Sector Scorecard: Strategic Intelligence, Q3 2025 Update

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Our last update warned that time was running out for component makers before the introduction of US tariffs. The exact level of tariffs would depend on an individual country’s negotiations with the White House. The tariff level would also depend on staying on the right side of President Trump, because tariff levels are not set in stone. However, once a tariff deal has been sealed, component makers in that country should benefit. That is certainly the case for South Korea and Japan, which have both agreed a 15% tariff rate. In fact, when Japan, a key competitor to South Korea in the automotive and manufacturing industries, first agreed its 15% rate with the US, Seoul was very much under pressure to match the deal, rather than face a 25% levy. The 15% weighting is good news for Korean companies like LG Energy Solution, Samsung SDI, and LG Display, as well as for Japanese companies Sony, Murata, TDK, Panasonic, Kyocera, Canon, Harmonic Drive, Nippon Ceramic, Japan Display, and Largan.

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the component makers sector over the next two years, based on the key themes set to transform their industry landscape.

Key Highlights

There are several Taiwanese companies in the scorecard, namely Pegatron, Largan, Qisda, Asia Optical, and Catcher Technology. However, they are behind the curve on tariffs, with Trump imposing a 20% levy on the island. Taiwan, for its part, is still seeking a more favorable and reasonable reciprocal tariff rate,

Reasons to Buy

Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.

GlobalData's thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition and secure that all-important competitive advantage.

GlobalData has developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.

First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.

Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.

Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.

Amphenol
Asia Optical
Bizlink
BYD
Canon
Catcher Technology
CATL
Cognex
Corning
GoerTek
Harmonic Drive
Jabil
Japan Display
Keyence
Kyocera
Largan
LG Display
LG Energy Solution
Murata
Nabtesco
NavInfo
Nikon
Nippon Ceramic
Panasonic
Pegatron
Qisda
Samsung SDI
Sensata
Sony
Sunny Optical
Synaptics
TDK
TE Connectivity
Umicore

Table of Contents

Executive Summary

Top Themes for 2025

Sector Scorecard: Component Makers

Thematic Research Methodology

Component Makers Sector Scorecard: Strategic Intelligence, Q3 2025 Update thematic reports
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