Consumer Electronics Scorecard - Thematic Research
The overriding concern for consumer electronics companies over the next two years will be the impact on sales, profits, and global supply chains of the bilateral trade war between the US and China, just as the global economic cycle peaks, interest rates harden, and central banks around the world tighten the reins. Many companies in the sector, led by Apple, use Chinese subcontractors and complex global networks, built up over the years by multinational companies, may have to be split open and new supply chains created if the trade war escalates. At the same, as far as the UK and the European Union are concerned, the long-running Brexit issue is likely to create cost, pricing, and supply chain issues for a wide variety of companies.
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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