Tech, Media and Telecom (TMT) Themes 2023 – Thematic Intelligence
All the vital news, analysis, and commentary curated by our industry experts.
Tech Media and Telecom Market Analysis Overview
Profound shifts in the global economy are underway, driven by various factors, including demographic shifts, climate change, supply chain disruption, and geopolitical tensions. Furthermore, technology adoption and innovation will play a vital role in helping enterprises, governments, and individuals adapt to new realities in an increasingly uncertain world. History shows that tech-enabling your businesses during a recession makes you more resilient to future shocks.
The tech, media, and telecom (TMT) themes report provides a top-down, comprehensive outlook for the leading players in the tech, media, and telecom (TMT) industry based on the key themes set to transform their industry landscape over the next two years.
|Hardware Themes||Semiconductors, Component Makers, Consumer Electronics, IT Infrastructure, Telecom Infrastructure, and Industrial Automation|
|Software and Services Themes||Application Software, Gaming, Enterprise Security Software, IT Services, and Cloud Services|
|Internet and Media Themes||Ecommerce, Social Media, Advertising, Music, Film, and TV, and Publishing|
|Telecom Theme||Telecom Services|
|Enquire & Decide||Discover the perfect solution for your business needs. Enquire now and let us help you make an informed decision before making a purchase.|
Top Themes for 2023
The biggest themes that are expected to drive growth in the tech, media, and telecom (TMT) industry in 2023 are mainly categorized into four segments- hardware, software and services, internet and media, and telecom. The key themes in the hardware segment include semiconductors, component makers, consumer electronics, IT infrastructure, telecom infrastructure, and industrial automation. The key themes in the software and services segment are application software, gaming, enterprise security software, IT services, and cloud services. The key themes impacting the internet and media segment are ecommerce, social media, advertising, music, film, and TV, and publishing whereas the key theme in the telecom segment is telecom services.
Top Themes Driving Growth in the TMT Industry
To know more about the top themes driving growth in the TMT industry, download a free report sample
Industries are seriously looking at emerging technologies and automation as they play a crucial role in building resilient businesses. Automation is especially needed to combat labor shortages, cut costs, and ease the negative consequences of supply chain disruption. This includes cybersecurity and technologies that replace human labor, such as robotics, or help workers collaborate remotely, such as digital twins, wearable tech, and VR and AR. In this context, technologies like artificial intelligence (AI) and the Industrial Internet will function as the backbone of industrial automation. The sensors and actuators that are not built into industrial machinery generate data that AI will harvest to support efficiency gains and cost reduction.
Some of the top themes driving industrial automation are artificial intelligence, cybersecurity, industrial internet, wearable tech, and robotics.
Industrial Automation Thematic Screen
To know how industrial automation is impacting the TMT industry, download a free report sample
The five giants dominating over the cloud services sector are Amazon, Microsoft, Alibaba, Google, and Kyndryl. In 2023, no new entrants will significantly disrupt the status quo, as the capital cost involved in building the necessary infrastructure presents a very high barrier to market entry. For established players, integrating data from more sources through hybrid cloud services and offering services to support emerging technologies that enhance modern apps, including AI, automated workflows, and observability, will be vital in meeting customer demand at a low cost. The need to offer flexibility, agility, and improved operational provisioning, due in part to emerging DevOps strategies and the digital transformation urgency caused by COVID-19, will drive the adoption of software-defined data center (SDDC) technology and new partnerships with companies in different parts of the cloud value chain.
Some of the themes driving cloud services are artificial intelligence, software defined networks (SDNs), Internet of Things, Enterprise Software as a Service (SaaS), and Cloud Infrastructure as a Service (IaaS) and Platform as a Service (PaaS).
Cloud Services Thematic Screen
To know how cloud service is impacting the TMT industry, download a free report sample
In today’s convenience-focused society, ecommerce has become a part of people’s lifestyles, from buying goods to booking shared car rides. Ecommerce is not a new way to shop, but it gained significant momentum during the pandemic as physical stores temporarily closed for business worldwide. Developments in disruptive technology themes, such as AI, the metaverse, cybersecurity, robotics, and digital payments, will fuel the evolution of ecommerce. These technologies will enable companies to protect consumer data, personalize consumer experiences, and provide frictionless ordering over the next two to three years.
Some of the themes driving e-commerce are the metaverse, artificial intelligence, data privacy, supply chain management, and social media.
E-Commerce Thematic Screen
To know how e-commerce is impacting the TMT industry, download a free report sample
The telecom service provider sector faces economic challenges, influenced by the global geopolitical situation and issues with supply chains caused by the COVID-19 pandemic. However, carriers continue to rationalize their offerings, influenced by advances in cloud, enterprise digitalization, virtualization, telecom convergence, and cybersecurity. To meet the needs of enterprises and consumers, telcos continue to become operationally agile in the way they connect in the digital ecosystem, bundle services, focus on customer experience, and introduce new business models in new segments.
Some of the top themes driving telecom services are 5G, cybersecurity, digitalization, Internet of Things, and the future of work.
Telecom Services Thematic Screen
To know how telecom services theme is impacting the TMT industry, download a free report sample
Reasons to Buy
- Position yourself for future success by understanding the most important tech, regulatory, and macroeconomic themes in the TMT industry. Informed by GlobalData’s analysts, we provide analysis that will help you look credible when discussing tech in your company.
- Quickly identify attractive investment targets by understanding which companies are the most advanced in the themes that will determine future success in the TMT industry.
- Gain a competitive advantage in the future of the TMT industry by reading this report in conjunction with another multi-theme report, Tech, Media, & Telecom Predictions 2023, which is organized by theme.
Advanced Info Service
Cadence Design Systems
Cambridge University Press
Check Point Software
Cloud Software Group
Daily Mail and General Trust
Guardian Media Group
Houghton Mifflin Harcourt
Just Eat Takeaway
Monolithic Power Systems
Network 18 Media
New York Times
Oxford University Press
Palo Alto Networks
Phoenix Publishing & Media
Sirius XM Radio
Spark New Zealand
Sun TV Network
Tata Consultancy Services
Warner Bros. Discovery
World Wide Technology
Table of Contents
Top Themes for 2023
• Component makers
• Consumer electronics
• IT infrastructure
• Telecom infrastructure
• Industrial automation
Software and Services
• Application software
• Enterprise security software
• IT services
• Cloud services
Internet and Media
• Social media
• Music, film, and TV
• Telecom services
Our Thematic Research Methodology
Frequently asked questions
Which key themes will drive industrial automation in the TMT industry in 2023?
Some of the key themes driving industrial automation in the TMT industry in 2023 are artificial intelligence, cybersecurity, industrial internet, wearable tech, and robotics.
Which key themes will drive cloud services in the TMT industry in 2023?
Some of the key themes driving cloud services in the TMT industry in 2023 are artificial intelligence, software defined networks (SDNs), Internet of Things, Enterprise Software as a Service (SaaS), and Cloud Infrastructure as a Service (IaaS) and Platform as a Service (PaaS).
Which key themes will drive e-commerce in the TMT industry in 2023?
Some of the key themes driving e-commerce in the TMT industry in 2023 are the metaverse, artificial intelligence, data privacy, supply chain management, and social media.
Which key themes will drive telecom services in the TMT industry in 2023?
Some of the key themes driving telecom services in the TMT industry in 2023 are 5G, cybersecurity, digitalization, Internet of Things, and the future of work.
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