TMT Predictions 2019 - Thematic Research

In this report, we look at the big themes for 2019 across the technology, media and telecoms (TMT) industry, identifying winners and losers for each theme. For 2019, the major themes are: artificial intelligence (AI); AI chips; conversational platforms; the Internet of Things; ambient commerce; robotics; autonomous vehicles; batteries; 3D printing; cloud computing; data centers; cybersecurity; quantum computing; blockchain; cryptocurrencies; software defined networks; 5G; robotic process automation; virtual and augmented reality; internet TV; gaming; fintech; medtech; geopolitics; regulation; China; India; Brexit; Generation Hashtag; and M&A.

Scope

This TMT Predictions 2019 report identifies the top 30 themes that will impact the technology, media and telecom sectors in 2019.

For each theme, we offer a series of predictions, identify winners and losers and point you to further reading.

Key Highlights

This report contains predictions on major themes like AI, IoT, blockchain, 5G, Brexit, and more.

It also identifies the winners and losers across these 30 themes, giving an invaluable insight into the companies best positioned to take advantage of disruptive themes and those that are at risk of being left behind.

Reasons to buy

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.

GlobalData’s thematic research ecosystem consists of our thematic engine supported by three tiers of thematic reports (single theme, multi-theme and sector scorecards), helping our clients look into the future.

This report is a multi-theme report organized by theme. It covers 30 themes, drawn from technology, macroeconomics, and regulation.

Companies mentioned

AMD

Xilinx

Cypress Semiconductor

Aptiv

LG Display

Jabil

Japan Display

Nippon Ceramic (Nicera)

Vuzix

Workday

Varonis Systems

Zendesk

Ubisoft

Razer

Check Point Software Technologies

CyberArk ...

AMD

Xilinx

Cypress Semiconductor

Aptiv

LG Display

Jabil

Japan Display

Nippon Ceramic (Nicera)

Vuzix

Workday

Varonis Systems

Zendesk

Ubisoft

Razer

Check Point Software Technologies

CyberArk Software

FireEye

Fortinet

Palo Alto Networks

Sophos

Proofpoint

Micro Focus

DXC Technology

ASOS

Groupon

Grubhub

Just Eat

Just Dial

MakeMyTrip.com

Xing

Yelp

PurpleBricks

HubSpot

AMC Networks

CBS

Entertainment One

Grupo Televisa

Lionsgate

Tegna

Viacom

Roku

Table of Contents

2019 Theme Map

Artifical Intelligence

AI Chips

Conversational Platforms

Internet of Things

Ambient Commerce

Robotics

Autonomous Vehicles

Batteries

3D Printing

Cloud Computing

Data Centers

Cybersecurity ...

2019 Theme Map

Artifical Intelligence

AI Chips

Conversational Platforms

Internet of Things

Ambient Commerce

Robotics

Autonomous Vehicles

Batteries

3D Printing

Cloud Computing

Data Centers

Cybersecurity

Quantum Computing

Blockchain

Cryptocurrencies

Software Defined Networks

5G

Robotic Process Automation

Virtual and Augmented Reality

Internet TV

Gaming

Fintech

Medtech

Geopolitics

Regulation

China

India

Brexit

Generation Hashtag

M&A

APPENDIX: OUR "THEMATIC" RESEARCH METHODOLOGY

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