-
Thematic Analysis
NewTravel Apps – Thematic Intelligence
Travel Apps Thematic Intelligence Report Overview Apps are now expected as a part of a company's digital offerings. Travel apps have become popular due to the convenience they offer to travelers. Technology has allowed companies to create apps that offer a superior service to travelers, even excelling the online offering of a company. The travel apps thematic intelligence report provides in-depth insights into the travel apps theme and the emerging trends that will impact the use of these apps in...
-
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...
-
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
NewSupply Chain Disruption – Thematic Intelligence
Supply Chain Disruptions Thematic Report Overview A supply chain comprises organizations' activities and processes to manufacture and deliver goods and services to consumers. Supply chain disruption occurs when these processes are compromised. In the aftermath of the pandemic, many companies have reverted to a just-in-case strategy as high interest rates make it more expensive for companies to carry large inventories. Recent global challenges, including the US-China trade war and the Ukraine conflict, alongside the growing impact of climate change, will...
-
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...
-
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...
-
Thematic Analysis
NewElectronic Warfare – Thematic Intelligence
Electronic Warfare Thematic Report Overview The electronic warfare (EW) market has seen a resurgence in the last several years as major players in the global defense market, such as China, Russia, and the US are increasing investments in this domain. This is due to a renewed focus on great-power competition and high-intensity conflicts. The Russian invasion of Ukraine and the subsequent illustration of EW’s relevance on the modern battlefield only further incentivized global investment in this previously niche capability set....
-
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...
-
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...
-
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.