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Thematic Analysis
NewTravel Apps – Thematic Intelligence
This thematic report provides an overview of the impact travel apps has on the travel sector and seeks to understand some of the contributory factors. The key trends within this theme are split into three categories: consumer trends, enterprise trends, and industry trends. Several case studies are included to analyze the multiple ways countries and companies have responded to the impact of this theme’s growth and what they are doing to grow with this theme. This thematic research report takes...
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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
NewNext-Generation Chips – Thematic Intelligence
Next-Generation Chips Thematic Report Overview Next-generation chips represent the next frontier of semiconductor technology, incorporating advancements in design, materials, manufacturing process, performance, and packaging. Next-generation chips are paramount to the digital transformation heralded by growth in AI tools. They are also required for the development of autonomous vehicles and quantum computing. The semiconductor industry faces several imminent challenges. These include a compounding skills shortage, rapidly growing energy demands, the escalating US-China trade war, and disconcerting concentrations of power in a...
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Thematic Analysis
NewIndustrial Automation Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The leaders on the thematic screen of GlobalData’s industrial automation sector scorecard are well-versed in artificial intelligence (AI). The top five companies in the thematic rankings all score 5 out of 5 in the AI theme, spurred on by preexisting AI capabilities and strong investment over 2023. Proficiency in AI typically translates to strength in other themes, such as robotics, digital twins, and smart cities. Strength in critical themes like AI can also mitigate against weaknesses in other areas. Microsoft...
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Thematic Analysis
NewBlockchain in Travel and Tourism – Thematic Intelligence
This thematic research report takes an in-depth look at the theme of blockchain and the impact it has on the travel and tourism industry. This report analyzes the players impacted by this theme alongside the contributing trends, negative destination trends, unintended opportunities, and trends that have emerged as a result of blockchain. It then dives deep into an industry analysis, presenting several real-life case studies looking at how destinations and companies have responded to the impact of this theme on...
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Thematic Analysis
NewESG (Environmental, Social and Governance) Sentiment Polls Q1 2024 – Thematic Intelligence
ESG (Environmental, Social and Governance) Sentiment Polls Q1 2024 Thematic Report Overview The ESG (Environmental, Social and Governance) sentiment analysis is based on polls designed to help us understand the business community's current sentiment toward ESG (environmental, social, and governance) themes. This is because companies are feeling the pressure to set up ESG performance plans to appeal to consumers and investors. Pressure from the government drives the creation of ESG strategies as well. Governments worldwide are attempting to encourage firms...
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Thematic Analysis
NewTech Sentiment Polls Q1 2024 – Thematic Intelligence
Tech Sentiment Polls Q1 2024 Thematic Report Overview The sentiment analysis is based on polls designed to help understand the current sentiment of the business community toward emerging and established technologies. The technologies in the ‘Tech Sentiment Polls’ are mature and have been around for decades. They are also widely used across all industries, which makes them more familiar to respondents. Hence, most respondents felt that they either fully understood or had some understanding of all the technologies cited in...
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Thematic Analysis
NewIT Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Cisco continues to lead the thematic screen of GlobalData’s IT infrastructure sector scorecard. The company first took the top spot in Q3 2023 and has maintained it since then, thanks to scores of 5 out of 5 for seven of the screen’s 10 themes.
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Thematic Analysis
NewCloud Gaming – Thematic Intelligence
Cloud Gaming Thematic Report Overview Cloud gaming allows video games to be streamed directly from the cloud and played using any device with a display and an internet connection. Its ease of use and flexibility will transform how games are distributed, consumed, and monetized. Cloud gaming’s success depends on the availability of reliable, fast networks, large game libraries, and competitive pricing. Some companies will use ad or usage-based plans to attract casual users. However, data privacy and copyright issues must...
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Thematic Analysis
NewAutonomous Vehicles in Insurance – Thematic Intelligence
Autonomous Vehicles in Insurance Report Overview The emergence of Level 4 and 5 autonomous vehicles will alter how liability is determined in the motor insurance sector. Countries are updating traffic regulations to consider how self-driving vehicles should be legislated once driver fault is no longer a cause of incidents. Before Level 4 autonomous vehicles become mainstream, vehicles will be increasingly fitted with advanced driver assistance systems (ADAS) such as autonomous emergency braking (AEB) and automated lane-keeping systems (ALKS). Many insurers...