Tech Hardware Themes 2017 – Global Thematic Research

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Published: June 28, 2016 Report Code: GDTMT-TR-M131-TH

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Over the last two and half years, the S&P 500 has increased by 10%.
During that period, consumer electronics company shares on average have fallen by 8% and networking and telecom equipment company shares have fallen by 10%. Meanwhile, industrial automation company shares have risen by 24%, component makers are up 16% and semiconductor company shares are higher by 26%.

In this report, we look at the key investment themes that will impact technology hardware companies worldwide over the next two years.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

3D Systems
AAC Technologies
Acer
Adlink
Adtran
Adva Optical Networking
Agilent Tech
Alarm.com
Alcatel Lucent
Altek
AMD
Amphenol
AMS
Analog Devices
Anritsu
Apple
Arista Networks
ARM
Arris
Asia Optical
Asus
Atmel
AU Optronics
AVX
Bizlink
Blackberry
Broadcom
Brocade Comms
CalAmp
Calix
Canon
Catcher Technology
Ciena
Cirrus Logic
Cisco
Commscope
Compal
Control4
Cree
Cypress
Delta Electronics
Dialog
Diodes
D-Link
EMC
Ericsson
Extreme Networks
F5 Networks
Fairchild
FIH Mobile
Finisar
Fitbit
Flextronics Intl
Foxconn Tech
Fujitsu
Garmin
GoerTek
GoPro
Himax
Hitachi
HP Enterprise
HP Inc
HTC
IBM
Imagination Tech
Infineon
Ingenico
Innolux
Intel
InterDigital
Intersil
InvenSense
Inventec
iRobot
Ixia
Jabil Circuit
Japan Display
Juniper Networks
Kudelski
Kyocera
Largan
Lenovo
Lexmark
LG Display
LG Electronics
Linear Technology
Logitech
Lumentum
Marvell
Maxim
MediaTek
Melexis
Microchip
Micron
Monolithic Power Systems
Motorola Solutions
Murata
Nanya Tech
NEC
NetApp
Netgear
Nikon
Nimble Storage
Ningbo Bird
Nintendo
Nokia
Nvidia
NXP
Olympus
OmniVision
On Semiconductor
Panasonic
Pegatron
Pioneer
Pure Storage
Qisda
QLogic
Qorvo
Qualcomm
Quanta Computer
Realtek Semiconductor
Renesas
Richtek
Ricoh
Ruckus Wireless
Samsung Electronics
SanDisk
Seagate
Seiko Epson
Sensata
Sercomm
SGI
Sharp
Silicon Labs
Silicon Motion
SK Hynix
Skyworks
SMIC
Sonus Networks
Sony
Spirent
Sterlite
STMicroelectronics
Stratasys
Sunny Optical
Suzhou Anjie
Synaptics
TE Connectivity
Technicolor
Telit
Texas Instruments
TomTom
Toshiba
TPK
TSMC
UMC
Universal Display
Vanguard
Venture Corp
Verifone
Viavi
Western Digital
Wistron
Wistron NeWeb
Xilinx
Yageo
Zayo
ZTE

Table of Contents

CONSUMER ELECTRONICS

INDUSTRIAL AUTOMATION

SERVERS, STORAGE, NETWORKING AND TELECOM EQUIPMENT

COMPONENT MAKERS

SEMICONDUCTORS

APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

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