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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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Analyst Opinions
NewMobile World Congress (MWC) 2024 – Startups Race for Digital Change
Mobile World Congress (MWC) 2024 Report Overview MWC (Mobile World Congress) is a premier global event for the mobile technology industry, while 4YFN (4 Years from Now) is its associated platform focusing on connecting startups with investors and partners to drive innovation. With over 40 companies in attendance, AI startups took center stage at MWC 2024, signaling robust investor and market interest in AI as the key driver for future innovation. Beyond AI, fintech, digitalization, IoT, digital media, and health...
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Company Insights
John Lewis – Digital Transformation Strategies
John Lewis Digital Transformation Strategies Overview John Lewis has been focusing on using AI, big data, cloud, robotics, contactless retail, innovation, digital twin, gaming, electric vehicles, and e-commerce to digitally transform its operations. The annual ICT spending of John Lewis was estimated at $297.9 million for 2023. A major share of this spending is earmarked for acquiring software, network and communications, and ICT services from vendors. John Lewis, the principal trading subsidiary of John Lewis Partnership Plc, owns and operates...
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Company Insights
NIKE – Digital Transformation Strategies
NIKE Digital Transformation Strategies Overview NIKE has been focusing on using AI, blockchain, NFTs, robotics, metaverse, cryptocurrencies, e-commerce, gaming, and virtual reality to digitally transform its operations. The annual ICT spending of NIKE was estimated at $1.3 billion for 2023. A major share of this spending is earmarked for acquiring software, network and communications, and ICT services from vendors. NIKE designs, develops, markets, and sells athletic footwear, equipment, apparel, accessories, and services. The company sells its products to retail accounts...
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Thematic Analysis
Drones in Power – Thematic Intelligence
Drones in Power Thematic Report Overview The rise in investments and innovations has led to a surge in the popularity of drones. Although historically linked with the military, consumers, and enterprises, this innovative technology is now expanding its reach into the power utilities sector. Technological advancements such as artificial intelligence (AI) and the Internet of Things (IoT) have paved the way for numerous drone applications. Additionally, the increasing trend of drones equipped with light detection and ranging (LiDAR) technology has...
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Thematic Analysis
Robotics in Automotive – Thematic Intelligence
Robotics in Automotive Thematic Report Overview Robotics has significantly impacted the automotive sector by revolutionizing production processes and enhancing efficiency. Integrating robotics in automotive manufacturing has increased precision, reduced human error, and improved safety conditions. Manufacturers also believe automation to be the fastest way to improve productivity. Furthermore, the advent of autonomous vehicles (AVs) has deepened the role of robotics in the sector, requiring sophisticated artificial intelligence (AI) technologies for navigation and decision-making. The ‘Robotics in Automotive’ thematic intelligence report...
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Company Insights
Dassault Aviation SA – Digital Transformation Strategies
This report provides insight into Dassault's tech activities, including its digital transformation strategies, its innovation programs, its technology initiatives, its estimated ICT budget, and its major ICT contracts. Dassault Aviation SA (Dassault Aviation), a subsidiary of Groupe Industriel Marcel Dassault SA, is a designer and manufacturer of combat aircraft and business jets. The company provides business jets under Falcon, military aircraft under Rafale and Mirage, and unmanned combat air vehicles (UCAV) under nEUROn brands. Dassault Aviation serves defense, civil, and...
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Sector Analysis
Edge Computing Market Size, Trends and Analysis by IT Infrastructure, Vertical, Employee Size Band, Region and Segment Forecast to 2027
Accessing the in-depth insights from the ‘Edge Computing’ report can help: Understand the current and future state of the market, allowing businesses to make informed decisions about market entry, product development, and Identify competitors' capabilities to stay ahead in the market. Identify segments and know the stakeholders across different stages of the value Anticipate changes in demand and adjust the business development strategies Identify potential regions and countries for growth How is our ‘Edge Computing’ report different from other reports...
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Thematic Analysis
Digital Twins – Thematic Intelligence
Digital Twins Thematic Report Overview Digital twins are digital representations of physical assets, systems, people, or processes. They help in detecting, preventing, predicting, and optimizing the physical environment using artificial intelligence (AI), real-time analytics, visualization, and simulation tools. Digital twins can provide short and long-term efficiency and productivity gains by dynamically integrating data and information about an asset, part, process, or system’s lifecycle. They are a data resource that can improve asset design, understand an existing asset’s condition, verify the...