-
Thematic Analysis
NewAdvertising Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Advertising has been caught up in the artificial intelligence (AI) frenzy and will be one of the industries most disrupted by AI. Generative AI is reshaping advertisers’ practices through tailored, effective ads and dynamic campaigns that evolve according to consumer response. As a result, the relationship between technology, artists, and brands paying for campaigns will profoundly change over the coming years. There is a real concern that advertisers will divert their money into AI-generated art rather than paying artists and...
-
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...
-
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.
-
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,...
-
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.
-
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.
-
Sector Analysis
NewAutomotive Aftermarket Size, Trends and Analysis by Region, Component, Product Family, Channel and Segment Forecast to 2028
The automotive aftermarket size revenue was valued at $899.9 billion in 2023 and is expected to grow at a compound annual growth rate (CAGR) of 5.4% over the forecast period. The automotive aftermarket report provides an executive-level overview of the current automotive aftermarket worldwide, with detailed forecasts of key indicators up to 2028.
-
Sector Analysis
NewTransformers Market Size, Share and Trends Analysis by Technology, Installed Capacity, Generation, Key Players and Forecast to 2028
GlobalData's latest report " Transformers Market Size, Share and Trends Analysis by Technology, Installed Capacity, Generation, Key Players and Forecast, 2023–2028" offers in-depth analysis of the transformers market at global, regional (Asia-Pacific, Americas, Europe, and Middle East and Africa) and key countries (the US, Brazil, China, India, Japan, Germany, the UK, and Saudi Arabia) levels. The report analyzes the market value ($m) and market capacity (MVA) for the years of 2019–2028; split between the historical period (2019–2023) and forecast period...
-
Thematic Analysis
NewWeb3 – Thematic Intelligence
Web3 Thematic Report Overview Web3 is an ideology that refers to the next model of the internet built on blockchain. It promises a mix of peer-to-peer (P2P) communication channels and decentralized governance. This will lead the internet’s transition from an information-centric model to a user-centric model. Furthermore, Web3 aims to give users the ability to create, own, and monetize their content and manage the use of their data. However, it is still an emerging model and has a long way...
-
Sector Analysis
NewBody Armor and Personal Protection Market Trends and Analysis by Type, Region, and Segment Forecast to 2033
Accessing the in-depth insights from the ‘Body Armor and Personal Protection’ report can help: Understand the current and future state of the market, allowing businesses to make informed decisions about market entry, product development, and investments Identify competitors' capabilities to stay ahead in the market Identify segments and get an understanding of various stakeholders across different stages of the entire value chain Anticipate changes in demand and adjust the business development strategies Identify potential regions and countries for growth opportunities...