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Strategic Intelligence: Component Makers Sector Scorecard Q3 2025 Update

Publisher GlobalData
Published Oct 24, 2025
Length 12 Pages
SKU # GBDT20572488

Description

Strategic Intelligence: Component Makers Sector Scorecard Q3 2025 Update

Summary

Our last update warned that time was running out for component makers before the introduction of US tariffs. The exact level of tariffs would depend on an individual country’s negotiations with the White House. The tariff level would also depend on staying on the right side of President Trump, because tariff levels are not set in stone. However, once a tariff deal has been sealed, component makers in that country should benefit. That is certainly the case for South Korea and Japan, which have both agreed a 15% tariff rate. In fact, when Japan, a key competitor to South Korea in the automotive and manufacturing industries, first agreed its 15% rate with the US, Seoul was very much under pressure to match the deal, rather than face a 25% levy. The 15% weighting is good news for Korean companies like LG Energy Solution, Samsung SDI, and LG Display, as well as for Japanese companies Sony, Murata, TDK, Panasonic, Kyocera, Canon, Harmonic Drive, Nippon Ceramic, Japan Display, and Largan.

Key Highlights
  • There are several Taiwanese companies in the scorecard, namely Pegatron, Largan, Qisda, Asia Optical, and Catcher Technology. However, they are behind the curve on tariffs, with Trump imposing a 20% levy on the island. Taiwan, for its part, is still seeking a more favorable and reasonable reciprocal tariff rate,
Scope
  • This sector scorecard provides a top-down, comprehensive outlook for the key players in the component makers sector over the next two years, based on the key themes set to transform their industry landscape.
Reasons to Buy
  • Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
  • GlobalData's thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition and secure that all-important competitive advantage.
  • GlobalData has developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
  • First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
  • Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
  • Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.

Table of Contents

12 Pages
Executive Summary
Top Themes for 2025
Sector Scorecard: Component Makers
Thematic Research Methodology

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