Tech, Media and Telecom (TMT) Themes 2023 – Thematic Intelligence
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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
Industrial Automation
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
Cloud Services
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
E-Commerce
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
Telecom Services
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.
ABB
Accenture
Accton
Acer
Activision Blizzard
Adobe
Adtran
Advance
Advanced Info Service
Airbnb
Aixtron
Akamai
Alarm.com
Alcatel-Lucent Enterprise
Alibaba
Alibaba Pictures
Alphabet
Alteryx
Altice
Amazon
Ambarella
AMC Entertainment
AMC Networks
AMD
Amdocs
America Movil
Amphenol
AMS
Analog Devices
Ansys
AO.com
Apple
Applied Materials
Arista Networks
Asia Optical
ASML
ASOCS
ASOS
Asus
AT&T
Atos
Atresmedia
Autodesk
Automation Anywhere
Aveva
Aviatrix
Axel Springer
B2W
BAE Systems
Baidu
Bandai Namco
Baozun
Barracuda Networks
BCE
Bentley Systems
Bertelsmann
Bharti Airtel
Bilibili
Bitmain
Bizlink
Blackbaud
Blackberry
Blackline
Bloomberg
Bonnier
Boohoo.com
Booking Holdings
Bosch
Box
Boyaa
Brainchip
Broadcom
BT
Bumble
Bureau Veritas
BYD
ByteDance
Cadence Design Systems
Calix
Cambricon
Cambridge Quantum
Cambridge University Press
Canon
Canonical
Capcom
Capgemini
Casa Systems
Catcher Technology
CATL
Cato Networks
Cazoo
Cengage
Cerebras
CGI
Charter Communication
Check Point Software
Chegg
Cheil
China Literature
China Mobile
China Telecom
China Unicom
Chunghwa Telecom
Ciena
Cineworld
Cirrus Logic
Cisco
Clarivate
Clear Channel
Cloud Software Group
Cloudera
Cloudflare
Cognex
Cognizant
Cohesity
Colopl
Comcast
CommScope
CommVault
Compal
Compass
Computacenter
Comscore
Concentrix
Conduent
Constellation Software
Corning
Couchbase
Coupa
Cox
Criteo
CrowdStrike
CSG Systems
CyberArk Software
Cyberdyne
Cybereason
Daily Mail and General Trust
Danaher
Darktrace
Dassault Systemes
Databricks
Datadog
Dawning
Deliveroo
Delivery Hero
Dell
DeNA
Dentsu
Deutsche Telekom
Didi Chuxing
Digi
Digital Realty
Diodes
Discord
Dish Network
DJI
DocuSign
DoorDash
Dropbox
DXC Technology
Dynatrace
Ebay
Edgio
Electronic Arts
Embracer
Emerson Electric
EPAM Systems
Epic Games
Equifax
Equinix
Ericsson
Estun Automation
Etisalat
Etsy
Euromoney
Exabeam
Expedia
Experian
Extreme Networks
F5 Networks
FactSet
FANUC
FICO
Finastra
Fortinet
Fuji Media
Fujitsu
Gakken
Gamevil
Gannett
Garmin
GE
Genpact
GlobalFoundries
Globe Telecom
GoDaddy
GoerTek
GoPro
Graphcore
Gree
Groq
Groupon
Grupo Planeta
Grupo Televisa
Guardian Media Group
GungHo Online
Haier Electronics
Harmonic
Harmonic Drive
HashiCorp
HCL Technologies
Hearst
Hikvision
Himax
Hitachi
Hitotsubashi Group
HollySys Automation
Holtzbrinck Publishing
Hon Hai
Honeywell
Horizon Robotics
Houghton Mifflin Harcourt
HP
HPE
HTC
Huawei
HubSpot
IBM
iFlytek
IGG
Iliad
Indra Sistemas
Infineon
Infinera
Info Edge
Infor
Informa
Infosys
Inspur Electronic
Instacart
Intel
Interpublic
Intuit
Intuitive Surgical
Inventec
IonQ
iQiyi
iRobot
ITV
Jabil
Japan Display
JC Decaux
JD.com
Juniper Networks
Just Eat Takeaway
Justdial
Kadokawa
Kakao
Kawasaki Heavy
KDDI
Keyence
Kingsoft
Kodansha
Konami
KPN
Krafton
KT
KUKA
Kyndryl
Kyocera
Lagardere
LAM Research
Lamar Advertising
Largan
Lenovo
LG Chem
LG Display
LG Electronics
Lionsgate
Live Nation
LivePerson
Logitech
LTI
Lumen
Lumentum
Lyft
M&C Saatchi
M1
M6-Metropole TV
Magic Leap
Magnite
MakeMyTrip
Marchex
Marvell
Mastercard
Match
Mavenir
Maxis
McGraw Hill
Mediaset
MediaTek
Meituan
Melexis
MercadoLibre
Meredith
Meta
Micro Focus
Microchip
Micron
Microsoft
Mimecast
Mirantis
Mitsubishi Electric
Mixi
Mobily
Momo
MoneySuperMarket
Monolithic Power Systems
Moody's
Morningstar
Motorola Solutions
Mphasis
MTN Group
Murata
Mythic
Nabtesco
Nachi Fujikoshi
Nanya Tech
Naspers
Naver
NavInfo
NCC
NCSoft
NEC
NENT
NetApp
NetEase
Netflix
Netgear
Netmarble
Netskope
Network 18 Media
Neusoft
New Relic
New Work
New York Times
News Corp
Nexon
Nexstar
Nfon
Nielsen
Nikon
Ningbo Bird
Nintendo
Nippon Ceramic
Nippon TV
Nokia
NTT
NTT Data
NTT DoCoMo
Nutanix
Nvidia
NXP
Ocado
Okta
Omnicom
Omron
On Semiconductor
One Identity
Ooredoo
Open Text
Oracle
Orange
Outfront Media
OVHcloud
Oxford University Press
Palantir
Palo Alto Networks
Panasonic
Parallel Wireless
Paramount Global
Parler
Parrot
PayPal
Paytm
Pearson
Pegatron
Perfect World
Philips
Phluido
Phoenix Publishing & Media
Pinduoduo
Platform9
Playtech
PLDT
Progress Software
Proofpoint
ProSiebenSat.1
Proximus
PTC
Publicis
Pure Storage
Qisda
Qorvo
Qualcomm
Qualys
Quanta Computer
Quebecor
Rackspace Technology
Radisys
Radware
Rakuten
Rapid7
Raytheon Technologies
Razer
Rea Group
Reliance Industries
Relx
Renesas
Renren
Ribbon Comms
Ricoh
Rigetti Computing
RingCentral
Roblox
Rockwell Automation
Rogers Comms
Rohm
Roper Technologies
RTL
Rubrik
S&P Global
Sage
SAGE Publishing
SAIC
SailPoint Technologies
Salesforce
SambaNova
Samsung Electronics
Samsung SDI
Sanoma
SAP
Saudi Telecom
Schibsted
Schneider Electric
Scholastic
Sea
Seagate
SecureWorks
Securonix
Sega Sammy
Seiko Epson
Sensata
SenseTime
SentinelOne
ServiceNow
Sharp
Shein
Shopify
Siasun Robot
Siemens
Silicon Labs
Silicon Motion
Sina
SingTel
Sirius XM Radio
SK Hynix
SK Telecom
Skyworks
SMEE
SMIC
Snap
Snap One
Snowflake
Snyk
Softbank
Software AG
Sonos
Sony
Sophos
Sopra Steria
Spark New Zealand
Splunk
Spotify
Square Enix
SS&C
STMicroelectronics
Stryker
Sumo Logic
Sun TV Network
Suning.com
Sunny Optical
SUSE
Swisscom
Synaptics
Synopsys
SynSense
Take-Two Interactive
TAL Education
Tanium
Tata Communications
Tata Consultancy Services
TDK
TE Connectivity
TeamViewer
Tech Mahindra
Technicolor
Tegna
Telecom Italia
Telefonica
Telekom Malaysia
Telekomunikasi Indonesia
Telenor
Television Broadcasts
Telia
Telstra
Telus
Temenos
Tenable
Tencent
Tencent Music
Teradata
Teradyne
Tesla
Texas Instruments
TF1
Thales
Thomson Reuters
TietoEVRY
T-Mobile US
Tokyo Electron
TomTom
Toshiba
Toyota
Trade Desk
TransUnion
Trellix
Trend Micro
Trip.com
TripAdvisor
TSMC
Twilio
Uber
Ubiquiti Networks
Ubisoft
UiPath
UMC
Umicore
United Internet
Unity Technologies
Universal Music
UScellular
Valve
Vecima
Verisk Analytics
Verizon
VIP.com
Visa
Vivendi
VK
VMware
Vodacom
Vodafone
Vuzix
Walmart
Walt Disney
Warner Bros. Discovery
Warner Music
Wayfair
Webzen
Western Digital
Wiley
Wipro
Wistron
Wolters Kluwer
Workday
Workiva
World Wide Technology
WPP
Xero
Xiaomi
Yandex
Yaskawa
Yelp
Yokogawa Electric
Yuneec
YY
Z Holdings
Zain
Zalando
Zapata Computing
Zee Entertainment
Zendesk
Zillow
Zoom
Zscaler
ZTE
Table of Contents
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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