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Thematic Analysis
NewAutonomous Vehicles in Insurance – Thematic Intelligence
The primary challenges to the insurance industry relating to autonomous vehicles are largely technological and regulatory. More specifically, insurers need to understand the impact of in-car technology on collisions to accurately quantify the risk of a vehicle. They also need to understand the cost of this technology and how it is likely to change over time so that they can manage these costs. To fully understand the potential of autonomous vehicles on road safety (and ultimately insurance premiums), insurers are...
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Thematic Analysis
NewComponent Makers Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The component makers sector continues to struggle in the face of some significant challenges. Demand is anemic in two major areas for components: smartphones and electric vehicles (EVs). Both areas require customer investment that is not forthcoming in the face of a credit crunch caused by interest rate rises. Marginal upgrades for mobile phones and EVs that are too expensive for most means limited demand. There is light at the end of the tunnel in the industrial sector, where demand...
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Thematic Analysis
NewEnterprise Security Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Artificial intelligence (AI) is a double-edged sword in cybersecurity. It can help organizations improve their threat detection, hunting, and incident response capabilities, but adversaries can and will use AI in cyberattacks. There is every likelihood that AI will spur new merger and acquisition (M&A) deals in cybersecurity, especially of companies judged to be AI specialists. In the thematic screen of GlobalData’s enterprise security software sector scorecard, AI has a weighting of 20%, higher than any other theme.
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Thematic Analysis
NewSemiconductors Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring strongly in artificial intelligence (AI) and geopolitics-related themes lead the thematic screen of GlobalData’s semiconductors sector scorecard. Indeed, the AI, AI chips, geopolitics, and China impact themes jointly account for 50% of the weighting of the thematic screen, reflecting both the growing importance of AI, particularly generative AI, in the industry and the impact of the ongoing US-China trade dispute. Among the thematic leaders are companies with either advanced AI products, such as Nvidia, Amazon, Tesla, and Alibaba,...
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Thematic Analysis
NewMusic, Film, and TV Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Amazon retains its lead on the thematic screen of GlobalData’s music, film, and TV sector scorecard. Since the last quarter, Tencent has fallen from second position to fifth as Netflix, Disney, and Apple climbed to second, third, and fourth places, respectively.
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Thematic Analysis
NewTelecom Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors that score well in the themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). The leaders include US network vendor Cisco, European radio access network (RAN) specialists Nokia and Ericsson, and innovative new entrants such as Mavenir and Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar.
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Sector Analysis
NewBody Armor and Personal Protection Market Trends and Analysis by Type, Region, and Segment Forecast to 2033
The body armor and personal protection equipment demand is on a rise due to increasing spending from the defense sector aimed at soldier modernization, addressing growing global unrest, and enhancing combat capabilities.
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Company Insights
NewM-PESA – Competitor Profile
M-PESA is a mobile-based fund transfer and micro-level banking service available to customers of Safaricom, Kenya’s largest mobile network. Introduced in 2007, the service has become a primary channel for fund transfers in the country. Originally developed as a low-cost microfinance loan repayment system, it was extended as an open platform to remit funds and make consumer payments due to its rising popularity. This was largely a result of factors such as the high cost of remitting funds through banks,...
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Sector Analysis
NewUnited Arab Emirates (UAE) Power Market Trends and Analysis by Capacity, Generation, Transmission, Distribution, Regulations, Key Players and Forecast to 2035
United Arab Emirates (UAE) Power Market Report Overview The power market in the United Arab Emirates had a total installed power capacity of 51.2GW in 2023 and will achieve a CAGR of more than 3% during 2023–2035. Thermal power dominated the capacity segment, followed by renewable power. The United Arab Emirates (UAE) Power Market Outlook 2023-2035 (GW)  Buy the Full Report to Get More Insights on the United Arab Emirates (UAE) Power Market Forecast Download a Free Report Sample The...
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Sector Analysis
NewRussia Power Market Trends and Analysis by Capacity, Generation, Transmission, Distribution, Regulations, Key Players and Forecast to 2035
Russia Power Market Report Overview The power market in Russia had a total installed power capacity of 267.1 GW in 2023 and will achieve a CAGR of less than 1% during 2023–2035. Thermal power dominated the capacity segment followed by hydropower. Russia Power Market Outlook 2023-2035 (GW)  Buy the Full Report to Get More Insights on the Russia Power Market Forecast Download a Free Report Sample The Russia power market research report discusses the power market structure of the country...