Component Makers Sector Scorecard, Q3 2023 Update – Thematic Intelligence

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Component makers will continue to face challenging times in the rest of 2023 as global economies struggle to cope with the fallout from the US-China trade war and the disappointing Chinese economic recovery post-COVID. The still-sluggish global smartphone and consumer electronics markets, coupled with continuing chip shortages, fractured supply chains, rising capital costs, and tighter credit markets make for a depressed sector. Only continued interest in AI offers a dim light at the end of the tunnel.

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the component makers sector over the next two years, based on the key themes set to transform their industry landscape.

Key Highlights

Batteries must help achieve significant climate change progress by 2040. The battery electric vehicles (BEV) market is growing strongly, albeit on very small volumes, and the US Inflation Reduction Act funding will boost the US BEV market in 2024. This strongly favors US-based BEV manufacturers, domestic or foreign, that do not use Chinese batteries or other Chinese components. LG Chem and Panasonic could do particularly well.

Reasons to Buy

Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.

GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.

At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.

Our thematic engine tags over 145 million data items across five alternative data sets—patents, jobs, deals, filings, and news—to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.

Amphenol
Asia Optical
Bizlink
BYD
Canon
Catcher Technology
CATL
Cognex
Corning
GoerTek
Harmonic Drive
Himax
Hon Hai
Jabil
Japan Display
Keyence
Kyocera
Largan
LG Chem
LG Display
Murata
Nabtesco
NavInfo
Nikon
Nippon Ceramic
Panasonic
Pegatron
Qisda
Samsung SDI
Sensata
Sony
Sunny Optical
Synaptics
TDK
TE Connectivity
Umicore

Table of Contents

Executive Summary

Top Themes for 2023

Sector Scorecard: Component Makers

Thematic Research Methodology

Frequently asked questions

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