-
Thematic Analysis
Leaders and laggards in Global TMT – Global Thematic Research
After 20 years of torpor, key parts of Japan’s technology industry have been woken up by the rise of China, competition from Asian emerging markets, an ageing population and sagging productivity. Under Shinzō Abe’s leadership, Japanese business is starting to develop a ‘risk-on’, technologically innovative culture. Key industries of the future for Japan could be robotics, precision components, smart electric vehicles , high performance computing, consumer electronics, video games, ecommerce and social media. Japan’s leading companies in many of these...
-
Thematic Analysis
Networking Equipment Scorecard – Thematic Research
We are entering the era of software defined everything (SDE) in which the balance between hardware and software will shift decisively towards software. Hardware vendors will have to adapt in order to remain relevant and profitable. While in some domains (e.g., high performance network switching) specialized hardware still offers performance benefits, successful hardware vendors are embracing a new order where a growing proportion of their revenues will come from software sales rather than simply shifting boxes. The incumbents in this...
-
Thematic Analysis
Tech, Media & Telecom Trends 2019 – Thematic Research
Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders who invade your sector. So, to help our clients gain competitive advantage, we have developed GlobalData’s thematic research ecosystem, a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. Inside, we track...
-
Track & Monitor
Power Monthly Deal Analysis – May 2019: M&A and Investment Trends
GlobalData's “Power Monthly Deal Analysis - May 2019: M&A and Investment Trends” report is an essential source of data and trend analysis on the mergers and acquisitions (M&As) and financings in the power industry. The report provides detailed information on M&As, equity/debt offerings, private equity, venture financing and partnership transactions registered in the power industry in May 2019. The report portrays detailed comparative data on the number of deals and their value in the last six months, subdivided by deal...
-
Thematic Analysis
Telecom infrastructure equipment sector scorecard – Thematic Research
Over the next five years, telecom operators will increase their investments in 5G and edge computing, benefiting the equipment vendors that dominate this market. 5G roll-outs have been slower than many analysts expected and, outside of the US, China, South Korea, and Japan, demand for 5G equipment will remain underwhelming. Also, the leading 5G equipment vendors – Huawei, Ericsson, and Nokia – will have to deal with a tense geopolitical environment. Edge computing – which allows the processing of data-rich...
-
Thematic Analysis
COVID-19 Impact on Telecom Infrastructure Equipment – Thematic Research
The COVID-19 outbreak is now travelling around the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the telecom infrastructure equipment sector.
-
Thematic Analysis
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,...