Geopolitics in Tech, Media and Telecom (TMT) – Thematic Intelligence

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Geopolitics in Tech, Media and Telecom (TMT) Thematic Report Overview

A world with slower growth and heightened geopolitical tensions is making the operating environment for tech, media, and telecom (TMT) companies riskier, more complex, and costlier. The global supply chains organized to optimize profit and speed, which ruled international trade for two decades under globalization, have been twisted out of shape. The geopolitical factors impacting the TMT sector include US-China, Europe, India, the Middle East, and Latin America.

The Geopolitics in Tech, Media, and Telecom (TMT) thematic intelligence report gives you an in-depth insight into the geopolitical factors and the impact they will have on the TMT industry. It further entails a deep-dive analysis of the theme, including technological impact on geopolitics. The report identifies the key market trends that will shape geopolitics over the coming years and gives an insight into the market players and the competitive landscape within the theme.

Report Pages 40
Regions Covered Global
Key Trends ·       Global re-armament

·       Demographics and labor shortages

·       Impact of climate change

·       Supply of critical minerals

·       Geopolitical risk insurance

Key Geopolitical Flashpoints ·       US-China

·       Europe

·       India

·       The Middle East

·       Latin America (LATAM)

Leading TMT Companies ·       Apple

·       ASML

·       BYD

·       ByteDance

·       Huawei

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Geopolitics in Tech, Media and Telecom (TMT) – Key Trends

The key trends that will shape the geopolitics in the TMT theme are global re-armament, demographics and labor shortages, the impact of climate change, the supply of critical minerals, and geopolitical risk insurance.

Demographics and labor shortages: Demographic mega-trends of rapidly aging and shrinking populations are impacting many regions, most notably Western Europe and East Asia. They are shaping rising geopolitical tensions, deglobalization, and a new world order of inward-looking nations and blocs. Developed countries are turning to immigration to address the labor shortages emerging from changing demographics. This is creating social unrest and political tensions, especially in monoethnic countries, as immigrants may be perceived as outsiders who disturb social norms.

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Geopolitics in Tech, Media and Telecom (TMT) – Geopolitical Flashpoints

Businesses and investors cannot ignore geopolitical events in the current landscape. Since 2019, the global economy has faced significant disruptions and will continue to do so in a world increasingly driven by geopolitics. The geopolitical factors discussed in the report include US-China, Europe, India, the Middle East, and Latin America.

US-China: The US has been the global political, economic, and military hegemonic power since the end of the Second World War. On the other hand, China’s rapid economic development was facilitated by key features of globalization. The size of China’s domestic market and its vast workforce made the country an attractive destination. As a result, China is now challenging US dominance in the global order.

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Geopolitics in Tech, Media and Telecom (TMT) – Competitive Landscape

A few leading TMT companies impacted by the geopolitics theme are:

  • Apple
  • ASML
  • BYD
  • ByteDance
  • Huawei

Leading Tech, Media and Telecom (TMT) Companies
Leading Tech, Media and Telecom (TMT) Companies
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  • This report delves into five key geopolitical flashpoints: US-China, Europe, India, the Middle East, and Latin America.
  • The report analyzes the technologies most vulnerable to geopolitical disruption, including artificial intelligence (AI), semiconductors, clean energy technologies, batteries and electric vehicles, and telecom equipment (including 5G).

Reasons to Buy

  • Understand the impact of the geopolitics theme.
  • Identify how the leading tech, media, and telecom (TMT) companies are being impacted by the geopolitics theme.
  • Learn about the key geographic regions affecting the TMT sector.

Alphabet (Google)
Samsung Electronics
Tokyo Electric

Table of Contents

  1. Executive Summary
  2. Players
  3. Geopolitical Flashpoints

    • US-China
    • Europe
    • India
    • The Middle East
    • Latin America

  4. Trends
  5. Technology Impact Analysis

    • Artificial intelligence
    • Semiconductors
    • Clean energy technologies
    • Batteries and electric vehicles
    • Telecom equipment (including 5G)

  6. Companies
  7. Glossary
  8. Further Reading
  9. Our Thematic Research Methodology
  10. About GlobalData
  11. Contact Us

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