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Tech, Media and Telecom (TMT) Themes 2023 - Thematic Intelligence

Publisher GlobalData
Published Dec 19, 2022
Length 217 Pages
SKU # GBDT17643527

Description

Tech, Media and Telecom (TMT) Themes 2023 - Thematic Intelligence

Summary

If you are worried about the pace of innovation in your industry, this report will help you identify which tech vendors can help you. Inside, we provide 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.

You will not find a better guide to tech in 2023.

Key Highlights
  • Profound shifts in the global economy are underway, driven by various factors, including demographic shifts, climate change, supply chain disruption, and geopolitical tensions.
  • 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.
  • Our thematic engine tags millions of data items across five alternative data sets-patents, jobs, deals, filings, and news-to themes. The vast datasets within our thematic engine help our analysts to produce thematic scorecards which identify the TMT companies best placed to succeed in a disruptive world.
Scope
  • This report is the most concise reference guide to tech that you will read in 2023. Written by some of the world's leading tech experts, GlobalData's TMT Themes 2023 will help you look credible when discussing technology in your industry. Inside, we tell you everything you need to know about disruptive tech themes and which companies can help you digitally transform your business.
  • This report covers 17 TMT sectors, divide into four categories: hardware, software and services, internet and media, and telecom. For each sector, we provide thematic scorecards, made up of four screens: the company screen, thematic screen, valuation screen, and risk screen.
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.

Table of Contents

217 Pages
Executive Summary
Top Themes for 2023
Hardware
Semiconductors
The US-China trade dispute over AI chips will dominate, but shortages are easing
Top 10 themes: Semiconductors
Sector scorecard: Semiconductors
Component makers
Component makers face increasingly challenging times
Top 10 themes: Component makers
Sector scorecard: Component makers
Consumer electronics
2023 will be a tough year for consumer electronics companies
Top 10 themes: Consumer electronics
Sector scorecard: Consumer electronics
IT infrastructure
The IT infrastructure sector faces a cooling in 2023
Top 10 themes: IT infrastructure
Sector scorecard: IT infrastructure
Telecom infrastructure
5G is a competitive differentiator, although the killer app remains elusive
Top 10 themes: Telecom infrastructure
Sector scorecard: Telecom infrastructure
Industrial automation
Industrial automation builds resilient businesses in difficult times
Top 10 themes: Industrial automation
Sector scorecard: Industrial automation
Software and Services
Application software
Adapting to the new normal of hybrid work and embracing AI
Top 10 themes: Application software
Sector scorecard: Application software
Gaming
Gaming software will become a $470 billion market by 2030
Top 10 themes: Gaming
Sector scorecard: Gaming
Enterprise security software
Cyber skills shortfall risks stalling zero-trust initiatives
Top 10 themes: Enterprise security software
Sector scorecard: Enterprise security software
IT services
IT service providers embrace AI and the metaverse in their digitization roadmaps
Top 10 themes: IT services
Sector scorecard: IT services
Cloud services
The market structure remains stable, but the economic outlook is challenging
Top 10 themes: Cloud services
Sector scorecard: Cloud services
Internet and Media
Ecommerce
Changing macro and regulatory landscapes will challenge ecommerce incumbents
Top 10 themes: Ecommerce
Sector scorecard: Ecommerce
Social media
Social media wakes up to the new reality of low growth
Top 10 themes: Social media
Sector scorecard: Social media
Advertising
The era of the duopoly is drawing to a close, but the tech giants will still dominate
Top 10 themes: Advertising
Sector scorecard: Advertising
Music, film, and TV
High churn is pushing streaming companies to diversify into advertising
Top 10 themes: Music, film, and TV
Sector scorecard: Music, film, and TV
Publishing
Recession spells trouble for the publishing industry
Top 10 themes: Publishing
Sector scorecard: Publishing
Telecom
Telecom services
Telcos must be agile to overcome economic challenges
Top 10 themes: Telecom services
Sector scorecard: Telecom services
Our thematic research methodology
About GlobalData
Contact Us
List of Tables
Table 1: Top 10 themes: Semiconductors
Table 2: Top 10 themes: Component makers
Table 3: Top 10 themes: Consumer electronics
Table 4: Top 10 themes: IT infrastructure
Table 5: Top 10 themes: Telecom infrastructure
Table 6: Top 10 themes: Industrial automation
Table 7: Top 10 themes: Application software
Table 8: Top 10 themes: Gaming
Table 9: Top 10 themes: Enterprise security software
Table 10: Top 10 themes: IT services
Table 11: Top 10 themes: IT services
Table 12: Top 10 themes: Ecommerce
Table 13: Top 10 themes: Social media
Table 14: Top 10 themes: Advertising
Table 15: Top 10 themes: Music, film, and TV
Table 16: Top 10 themes: Publishing
Table 17: Top 10 themes: Telecom services
List of Figures
Figure 1:The biggest themes driving growth in the tech, media, and telecom industry
Figure 2:Who does what in the semiconductor space?
Figure 3:Thematic screen - Sector scorecard: Semiconductors
Figure 4:Valuation screen - Sector scorecard: Semiconductors
Figure 5:Risk screen - Sector scorecard: Semiconductors
Figure 6:Who does what in the component maker space?
Figure 7:Thematic screen - Sector scorecard: Component makers
Figure 8:Valuation screen - Sector scorecard: Component makers
Figure 9:Risk screen - Sector scorecard: Component makers
Figure 10:Who does what in the consumer electronics space?
Figure 11:Thematic screen - Sector scorecard: Consumer electronics
Figure 12:Valuation screen - Sector scorecard: Consumer electronics
Figure 13:Risk screen - Sector scorecard: Consumer electronics
Figure 14:Who does what in the IT infrastructure space?
Figure 15:Thematic screen - Sector scorecard: IT infrastructure
Figure 16:Valuation screen - Sector scorecard: IT infrastructure
Figure 17:Risk screen - Sector scorecard: IT infrastructure
Figure 18:Who does what in the telecom infrastructure space?
Figure 19:Thematic screen - Sector scorecard: Telecom infrastructure
Figure 20:Valuation screen - Sector scorecard: Telecom infrastructure
Figure 21:Risk screen - Sector scorecard: Telecom infrastructure
Figure 22:Who does what in the industrial automation space?
Figure 23:Thematic screen - Sector scorecard: Industrial automation
Figure 24:Valuation screen - Sector scorecard: Industrial automation
Figure 25:Risk screen - Sector scorecard: Industrial automation
Figure 26:Who does what in the application software space?
Figure 27:Thematic screen - Sector scorecard: Application software
Figure 28:Valuation screen - Sector scorecard: Application software
Figure 29:Risk screen - Sector scorecard: Application software
Figure 30:Who does what in the gaming space?
Figure 31:Thematic screen - Sector scorecard: Application software
Figure 32:Valuation screen - Sector scorecard: Application software
Figure 33:Risk screen - Sector scorecard: Application software
Figure 34:Who does what in the enterprise security software space?
Figure 35:Thematic screen - Sector scorecard: Enterprise security software
Figure 36:Valuation screen - Sector scorecard: Enterprise security software
Figure 37:Risk screen - Sector scorecard: Enterprise security software
Figure 38:Who does what in the IT services space?
Figure 39:Thematic screen - Sector scorecard: IT services
Figure 40:Valuation screen - Sector scorecard: IT services
Figure 41:Risk screen - Sector scorecard: IT services
Figure 42:Who does what in the cloud services space?
Figure 43:Thematic screen - Sector scorecard: Cloud services
Figure 44:Valuation screen - Sector scorecard: Cloud services
Figure 45:Risk screen - Sector scorecard: Cloud services
Figure 46:Who does what in the ecommerce space?
Figure 47:Thematic screen - Sector scorecard: Cloud services
Figure 48:Valuation screen - Sector scorecard: Cloud services
Figure 49:Risk screen - Sector scorecard: Cloud services
Figure 50:Who does what in the social media space?
Figure 51:Thematic screen - Sector scorecard: Social media
Figure 52:Valuation screen - Sector scorecard: Social media
Figure 53:Risk screen - Sector scorecard: Social media
Figure 54:Who does what in the advertising space?
Figure 55:Thematic screen - Sector scorecard: Advertising
Figure 56:Valuation screen - Sector scorecard: Advertising
Figure 57:Risk screen - Sector scorecard: Advertising
Figure 58:Who does what in the music, film, and TV space?
Figure 59:Thematic screen - Sector scorecard: Music, film, and TV
Figure 60:Valuation screen - Sector scorecard: Music, film, and TV
Figure 61:Risk screen - Sector scorecard: Music, film, and TV
Figure 62:Who does what in the publishing space?
Figure 63:Thematic screen - Sector scorecard: Publishing
Figure 64:Valuation screen - Sector scorecard: Publishing
Figure 65:Risk screen - Sector scorecard: Publishing
Figure 66:Who does what in the telecom services space?
Figure 67:Thematic screen - Sector scorecard: Telecom services
Figure 68:Valuation screen - Sector scorecard: Telecom services
Figure 69:Risk screen - Sector scorecard: Telecom services
Figure 70: Our five-step approach for generating a sector scorecard

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