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Company Profile
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O2Micro International Ltd – Company Profile
O2Micro International Ltd (O2Micro) is a developer of power management components. It designs, develops, and markets high-performance integrated circuits and solutions for consumer electronics, computer, industrial, communications, and automotive markets. The company also provides engineering and design support services to its customers. O2Micro products find applications in LCD and LED monitors, notebook computers, tablet computers, mobile phones, low/zero-emission vehicles, and power tools. It offers integrated circuits to various companies including Bissell, Dell, Electrolux, Foxconn, Husqvarna, Hewlett-Packard, LG, Lenovo, Makita, Sony,...
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Thematic Analysis
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Impact of the Metaverse in Travel and Tourism – Thematic Intelligence
Metaverse In Travel and Tourism Thematic Overview The metaverse is a virtual world where users share experiences and interact in real-time within simulated scenarios. Although it is largely conceptual, the metaverse could transform how people work, shop, communicate, and consume content and the travel and tourism industry is no exception. The metaverse may accelerate the travel industry’s recovery as big travel and tourism organizations have begun exploring use cases for the metaverse following the devastating impact of the COVID-19 pandemic...
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Thematic Analysis
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Mergers and Acquisitions in Tech, Media, and Telecom (TMT) 2022 Themes – Thematic Intelligence
M&A in TMT Thematic Report Overview In 2022, the major themes that impacted the M&A sector in the technology, media, and telecom (TMT) industry were mainly categorized into four segments- hardware, software and services, internet & media, and telecom services. M&A activity in the global TMT sector has been increasing since 2018, but the trend reversed in 2022. In 2022, the software and services sector accounted for more than 57% of the overall TMT M&A deal value. The Mergers and...
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Thematic Analysis
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Robotics in Power – Thematic Intelligence
Robotics in Power Thematic Report Overview The importance of robotics is growing across multiple industries, with the Energy and Utilities (E&U) industry not being an exception. It is a crucial tool for keeping the operations of power companies functional and optimized. This became even more necessary during the COVID-19 pandemic when remote monitoring of power infrastructure with minimal operators at site was made possible with the help of robots and drones. Moreover, robots address the growing hurdles presented by an...
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Macroeconomic Analysis
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Taiwan (Province of China) PESTLE Insights – A Macroeconomic Outlook Report
Taiwan Macroeconomic Report Overview The GDP of Taiwan was $774.6 billion in 2021. Taiwan (Province of China) ranked ninth out of 153 nations in the GCRI Q3 2022. The country’s risk score is in the very low risk nations band (below 30). Taiwan (Province of China) is one of the world’s preferred destinations for FDI due to the prominence of its high-technology innovation climate and supporting business climate. In September 2022, Taiwan (Province of China) and the Czech Republic signed...
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Sector Analysis
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Data Center IT Infrastructure Market Analysis by Components (Server, Storage, Networking Equipment and DCIM Software), Vertical, Employee Size Band and Region Forecast to 2026
Data Center IT Infrastructure Market Report Overview The data center IT infrastructure market size will be valued at $241.2 billion in 2023 and is anticipated to expand at a CAGR of 6.2% over the forecast period. The inevitable proliferation of data centers and continuous public cloud investments will largely drive the data center IT infrastructure market growth. The data center market recovered from a COVID-induced decline in 2021 to generate $948 billion in revenues by 2030, according to GlobalData forecasts....
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Thematic Analysis
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Automated Home – Thematic Research
Automated home is one of five distinct Internet of Things (IoT) markets. The automated home incorporates a range of devices and appliances, including TVs, fridges, ovens, thermostats, and smart speakers. These devices connect through a platform or hub, allowing users to control them via an app or voice commands. Automated home devices are primarily driven by smart security and smart appliances. The advent of smart speakers has had a significant impact across the automated home. They have enabled simple, voice-activated...
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Thematic Analysis
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China Tech – Thematic Research
China Tech Report Overview China Tech's thematic research report tackles the issue of whether China—despite severe geographic, demographic, and economic constraints—will lead the world into the Fourth Industrial Revolution by 2030. It also assesses whether this will spawn a Beijing-centered global economic security zone dependent on Chinese technology and largely independent of the West. This report also looks at the foundational technologies that will need to be advanced, converged, and widely deployed over the decade to birth and nurture the...
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Thematic Analysis
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Tech, Media, and Telecom IPO Themes 2018 to 2021 – Thematic Research
2021 was the strongest year for tech, media, and telecom (TMT) IPOs since 2018 with $237 billion of IPO proceeds raised. 2021 was a record year for billion-dollar TMT IPOs, with 53 in total. Established themes like e-commerce, mobile, fintech, and cloud have seen the most successful IPOs over the last four years. Cloud, fintech, cybersecurity, mobile, and gaming IPOs have generated the highest investor returns in the TMT market since 20 18. The US was the biggest market for...
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Sector Analysis
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Private 4G/5G Networks –Â Â Industry Deployments & Use Cases and Telco Positioning Strategies
Private networks utilize a wireless spectrum to offer services dedicated to enterprises. Most private networks have been based on 4G technology so far, but enterprises and private network providers are looking to 5G private networks for faster speed transmission and lower latency. RAN equipment vendors play an important role in the private network value chain, providing the essential equipment. Some countries such as the US, Germany, and Japan have taken proactive steps to encourage private networks through spectrum policies meant...
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Analyst Opinions
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Net Zero by 2050: Industrial Decarbonization Gains Momentum to Fight Climate Change
Climate change has stressed the need for industrial decarbonization, which aims to cut down carbon emissions from industrial activities via advanced technologies such as CCUS and promoted by smart policies and sturdy funding. Its main goal is to achieve net zero emissions by 2050. Business leaders rush to acknowledge the importance of decarbonizing their operations to create long-term value in an emerging low-carbon economy. Large enterprises are actively scouting for senior talent to execute their recently announced decarbonization goals. Â Nationally...
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Analyst Opinions
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Beyond the Molecule: Can Advanced Materials Steer Next Wave of Industrial Revolution?
Advanced materials are typically traditional materials whose properties have been optimized to find their use in hi-tech industry applications. They can enable enterprises to create sophisticated products, design new business models, and achieve sustainable development goals. The drive towards corporate sustainability, fuel efficiency, large-scale manufacturability, and superior functionality are the fundamental requisites to building a sustainable economy. Advanced materials typically replace traditional materials with their optimized properties to provide value in outcome-oriented applications. Coupled with material informatics, they can be...
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Thematic Analysis
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Virtual Reality (VR) – Thematic Research
Virtual reality (VR) is a technology that immerses the user in an entirely artificial world, which has the illusion of reality. According to GlobalData forecasts, in 2020, the global VR market was valued at $5 billion. The VR market is expected to grow at a CAGR of more than 25% during 2021-2030. The estimate includes revenues generated by VR hardware (i.e., headsets) and software. The market remains heavily gaming-oriented, but VR is gaining traction in areas such as social media...
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Thematic Analysis
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Data Centers – Thematic Research
Data centers provide stability and computing power to allow businesses to run vital applications, store business-critical data, and deliver important user services. The COVID-19 pandemic has highlighted the vital importance of data centers as data center-provided cloud services have allowed remote workers to collaborate with colleagues, provided entertainment for locked-down citizens, delivered online learning, and enabled everyone to shop online. The data centers thematic intelligence report provides a briefing on the theme with a detailed analysis of market opportunity, and...
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Thematic Analysis
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IPOs in the Global Technology, Media, and Telecoms Sector 2018 to 2020 and Beyond- Thematic Research
A detailed presentation analyzing the key themes driving IPOs in the tech, media, and telecom (TMT) sector. It includes a review of activity since January 2018 and a look ahead to IPOs planned for 2021.
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Thematic Analysis
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Software Defined Everything – Thematic Research
Advances in broadband network technology, the emergence of cloud computing, and dramatic year-on-year improvements in price-to-performance ratios for commodity hardware have combined to ensure that technology functionality, previously only achievable using specialist hardware, can be delivered using a combination of general-purpose computing hardware and software. In this software defined data center (SDDC), the underlying hardware becomes less relevant, and the focus shifts to a virtualized software layer. As data pervades all aspects of our lives, we are moving into an...
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Thematic Analysis
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IPOs in the Global Technology, Media, and Telecoms Sector – Market Review – Thematic Research
A detailed presentation analyzing the key themes driving IPOs in the tech, media, and telecoms (TMT) sector. It includes a review of activity since January 2018 and insight into the impact of COVID-19 on the TMT IPO market.
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Thematic Analysis
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IPOs in the Global Technology, Media, and Telecoms Sector – Thematic Research
Between 1 January 2018 and 30 June 2020, 539 technology, media, and telecom (TMT) companies have floated their shares, raising $154bn in equity capital. The US and China have dominated the market, accounting for a combined 60% of total IPO proceeds in 2018, increasing to 80% in 2019, and 96% in the first half of 2020.
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Thematic Analysis
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Cloud Computing in Consumer Goods – Thematic Research
We see seven broad investment theme categories in 2018: Big Data and artificial intelligence: machine learning, voice, virtual & augmented reality, data centers, cybersecurity, cloud computing Internet of Things (IoT): automated home, autonomous vehicles, industrial IoT, medical IoT, wearable tech, ambient commerce FinTech: cryptocurrencies, blockchain, initial coin offerings, mobile payments, crowdfunding Digital media: internet tv, ecommerce, social media Advanced manufacturing: robotics, 3D printing, genomics, quantum computing Sustainability: electric vehicles, batteries, sharing economy Macro and regulation: M&A, net neutrality, data privacy,...
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Analyst Opinions
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COVID-19 Impact on Apple
Apple’s revenue is forecast to fall by 3.8% in 2020 in what would have been a good year for the retailer with significant new iPhone releases planned for September. Apple has been significantly impacted by COVID-19 in China, initially due to the effect on its supply chain and then due to store closures and weakened demand in what is an important market for the retailer. The Coronavirus (COVID-19) company impact report analyses how the pandemic will impact Apple's performance.
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