Component Makers Scorecard - Thematic Research
The explosion of IoT - and in this context we regard mobile phones as a part of IoT - represents the biggest influence on the components market worldwide.
IoT devices are essentially a collection of connected sensor modules, communications chips, and GPS components. Cameras are increasingly part of the mix. This growth is driving research into environmental sensors (e.g., detecting gasses, temperature, humidity, particles, and other environmental phenomena like noise and vibration).
The electronic components market is highly cost competitive, a situation that favors Chinese mass manufacturers. So, as with other markets, the “China factor” will be one to watch closely and carefully.
Our thematic scoring methodology is designed to identify tomorrow’s leaders rather than today’s incumbents, based on their competitive position in the most important themes impacting their industry.
To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores - our thematic engine - to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.
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