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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
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
NewPublishing Sector Scorecard, Q1 2024 Update – Thematic Intelligence
AI continues to disrupt the publishing industry, and thus, the theme appears to be where the most progress is happening. To cope with the winds of change, publishers are holding AI-related conferences, building AI teams, and enhancing their offerings with AI, including launching new AI features like chatbots to improve user experiences.
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Case Studies
NewEco Tourism Case Study – Analysing Key Trends, Destinations, Opportunities and Challenges
Eco Tourism Report Overview Eco tourism focuses on planning trips to beautiful destinations while minimizing environmental impact and promoting local economies. Eco Tourism is a sustainable travel experience that promotes responsible use of natural resources, reducing pollution and waste. It encourages responsible energy consumption, renewable energy sources, and single-use plastics. The eco-tourism case study provides an overview of the eco tourism industry. The report determines the key market drivers, and emerging trends, as well as highlights the opportunities and major...
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Company Insights
NewHuawei Pay – Competitor Profile
Huawei Pay was launched in 2016 via a collaboration between payment scheme China UnionPay and smartphone brand Huawei, with the aim of competing in China’s exponentially expanding mobile payments market. Huawei Pay offers a ranges of payment services, including in-app and in-store payments. It offers both NFC payment as well as QR code payments for in-store purchases. To ensure privacy and security for payments, Huawei Pay utilizes tokenization and biometric authentication such as fingerprint recognition. Challenging the dominance of established...
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Sector Analysis
NewNew Drug Approvals and Their Contract Manufacture – 2024 Edition
This report is the 14th edition of our long-running analysis of the CMO industry, using the FDA's NDA approvals as the primary indicator of performance. New Drug Approvals and Their Contract Manufacture (formerly called "CMO Scorecard") is critical for benchmarking the performance of the contract manufacturing organization (CMO) industry and the relative performance of major CMOs. This year's edition includes a discussion of how inflation and increasing global conflict has impacted pharma manufacturers.
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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
NewHydrogen Transition Market Outlook and Trends, Deals, Contracts, Policies, Projects and Key Players, Q2 2024
Hydrogen Transition Market Report Overview The total active and pipeline capacity of low-carbon hydrogen projects is 204 mtpa as of March 2024, of which 92% comes from green plants and the remaining from blue plants. Many regions of the world with ample renewable resources are pursuing large-scale green hydrogen projects to capitalize on the falling cost of producing renewable energy. Furthermore, the pipeline of upcoming green projects represents 1,374 GW of electrolyzer capacity, while upcoming blue projects would incorporate over...