TMT Predictions 2018 (Part II of III) – Global Thematic Research

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Published: February 23, 2018 Report Code: GDTMT-TR-M168-TH

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In Part I of “TMT Predictions 2018" report, we looked at the following themes: machine learning, voice, data centers, cybersecurity, virtual & augmented reality, blockchain, cryptocurrencies, internet TV, cloud computing and the Splinternet.
In Part II of this report, we look at the Internet of Things (including the automated home, autonomous vehicles, the industrial internet, ambient commerce and the medical internet of things), genomics, silicon photonics, 5G and regulation. We will also look at the big tech themes for 2018, identifying winners and losers for each theme.

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.

23andMe
Acacia Communications
Acer
Ahold
Alarm.com
Alexa
Alibaba
AliGeni
Alivecor
Allscripts
Alphabet
Amazon
Ambarella
Amgen
AMS
Apple
Applied Optoelectronics
ARM (Softbank)
AstraZeneca
Asus
AT&T
athenahealth
Audi
Autoliv
AutoNavi
Baidu
Barefoot Networks
Blackberry
BlockCypher
Bloomberg
Bosch
Bose
Bowers & Wilkins
Broadcom
Carrefour
Cavium (Marvell)
Cerner
Cisco
Civil Maps
Color Genomics
Continental
Control4
Costco
Counsyl
Cyberdyne
Cypress
Daily Mail & General Trust
Daimler
DeepMap
Delphi
Denso
Didi Chuxing
Drive.ai
Echo
Editas Medicine
Emerson Electric
Ericsson
Facebook
Factom and Tierion
Fairfax Media
Fanuc
Finisar
First Sensor
Fitbit
Fujitsu
Gardant Health
Garmin
GE
Gem
Global Gene Corp
GM Cruise
Google
GoPro
GSK
Haier
Harman (Samsung)
Helix
Here (BMW
Hikvision
Honda
HPE
HTC
Huawei
Human Longevity
IBM
iCarbonX
I-Controls
iFlytek
Illumina
Infineon
Infinera
Innovium
Intel
Intersystems
Intuitive Surgical
InvenSense (TDK)
Invitae
J Sainsbury
Johnson & Johnson
KeyW
Kohl’s
Korea Telecom
Kroger
Lenovo
LG
LG U-Plus
Line Clova
Lumentum
Lvl5
Macy’s
Marks & Spencer
Maxim
McKesson
MedRec
Medtronic
Melexis
Mellanox
Microchip
Microsoft
Mobileye (Intel)
Mobvoi
Murata
NavInfo
NeoPhotonics
New York Times
News Corp
Nippon Ceramic
Nokia
Novartis
NTT DoCoMo
Nuance Comms
NuTonomy
Nvidia
NXP
Ocado
Oclaro
Oracle
Orion Health
Oxford Nanopore
Pathway Genomics
Pfizer
Philips
Pioneer
Qorvo
Qualcomm
Quality Systems
Quanergy
Renesas
Roche
Rohm
Rokid
Samsung
Samsung Bixby
Samsung Electro-Mechanics
Sanoma
SAP
Sears
Sensata
Shenzhen BGI
Shinva
Siemens
SK Telecom
Skyworks
Smith & Nephew
Softbank
Software AG
Sonos
Sony
Sophia Genetics
Splunk
STMicro
STMicroelectronics
Stryker
Target
TDK
TE Connectivity
Telstra
Tencent
Tencent Xiaowei
Tesco
Tesla
TI
Tmall Genie XI
T-Mobile USA
TomTom
Toyota
Trinity Mirror
Twitter
Uber
Valeo
Velodyne
Verb
Verizon
Volvo (Geely)
Wall-Mart JC Penney
WM Morrison
Xiaomi
Xilinx
Yamaha
Yandex Alice
ZTE

Table of Contents

1. INTERNET OF THINGS

2. THE AUTOMATED HOME (IOT)

3. AUTONOMOUS VEHICLES (IOT)

4. INDUSTRIAL INTERNET (IOT)

5. AMBIENT COMMERCE (IOT)

6. MEDICAL INTERNET OF THINGS (IOT)

7. GENOMICS

8. SILICON PHOTONICS

9. 5G

10. REGULATION

APPENDIX 1: OUR “THEMATIC” RESEARCH METHODOLOGY

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