Tech, Media, & Telecom Trends 2020 - Updated for the impact of COVID-19 - Thematic Research

Tech, Media, & Telecom Trends 2020 - Updated for the impact of COVID-19 - Thematic Research

Summary

COVID-19 is by far the most significant theme to affect the technology industry in 2020. It will put incredible strain on the world economy, which will be effectively halted for 3 months or more. It is effectively a stress test on companies’ ability to cope with extreme shocks. COVID-19 will test the financial robustness of companies. Many companies will not survive this initial phase. Almost all others will suffer significant drop in revenues.

As the world enters lockdown, offices are closing, forcing desk-based staff to work at home. There will be many consequences for the IT industry, some sectors of which will perform better than others. Some will fare relatively well in the short term, for example collaboration software vendors and cloud services providers. Others - particularly IT infrastructure companies - may suffer short-term problems with their supply chains, but fare well in the future. But some sectors will do badly: 2020 will be a very bad year for IT services.

So, to help our clients gain competitive advantage, we have developed GlobalData’s thematic research ecosystem, a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. This Tech, Media, and Telecom Trends 2020 report provides a top-down, comprehensive outlook for the key players in the TMT industry, based on the trends set to transform their industry landscape over the next two years.

Key Highlights

  • 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.
  • This report analyses the impact of COVID-19 across 17 different technology sectors. It discusses the short- and long-term impacts of COVID-19 on each sector, and ranks on a company-by-company basis the individual impact of COVID-19 alongside nine other themes that affect that sector.
  • In total, our analysts scored the top 600 TMT companies on their competitive position in 50 themes, including COVID-19. The algorithms in our thematic engine take account of the relative importance of each theme in the current economic climate, showing the leaders and laggards in our thematic screens.
Scope
  • This report analyses the impact of COVID-19 across 17 different technology sectors incorporating hardware (semiconductors, component makers, consumer electronics, IT infrastructure equipment, telecom infrastructure equipment, and industrial automation), software (application software, gaming software, and security software), services (IT services and cloud services), internet & media (ecommerce, social media, advertising, music, film, and TV, and publishing), and telecoms.
  • It discusses the short- and long-term impacts of COVID-19 on each sector, and ranks on a company-by-company basis the individual impact of COVID-19 alongside nine other themes that affect that sector.
  • In total, our analysts scored the top 600 TMT companies on their competitive position in 50 themes, including COVID-19. The algorithms in our thematic engine take account of the relative importance of each theme in the current economic climate, showing the leaders and laggards in our thematic screens.
Reasons to Buy
  • If you’re worried about the pace of innovation in your industry, then flick through this report: it provides a top-down, comprehensive outlook for the top 600 players in the TMT industry, based on the key themes - including COVID19 - set to transform their industry landscape over the next two years.
  • You will not find a better guide to tech in 2020.
  • At 193 pages, it is the most concise tech trends reference guide you will read in 2020. Written by 40 of the world’s leading tech experts, GlobalData’s TMT Trends 2020 report helps you to look credible when talking about tech in your industry.
  • The report tells you everything you need to know about disruptive themes and which companies are best placed to help you digitally transform your business.


  • Introduction
    • Viewing the world's data by themes makes it easier to make important decisions.
  • 2020 Theme map
    • COVID-19 is now a major theme for 2020
  • COVID-19 impact on TMT sector
  • Sector performance
  • HARDWARE
    • Semiconductors
      • COVID-19 is not a game-changer
      • Memory products, data centers, and designing the future
      • Winners
      • Losers
    • Technology trends
    • Macroeconomic trends
  • Sector scorecard: semiconductors
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Component makers
    • Recovery may be some way off
    • There will be pent-up demand when things pick up
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
  • Sector scorecard: component makers
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Consumer electronics
    • Supply chains are under pressure
    • Drones and 3D printers are in demand
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
  • Sector scorecard: consumer electronics
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • IT infrastructure equipment
    • Current supply chain problems will not halt longer-term investment
    • Non-core investments will go on the back-burner
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
  • Sector scorecard: IT infrastructure equipment
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Telecom infrastructure equipment
    • Telecom equipment companies are trying to minimize potential risks
    • Due to delays in 5G rollout, the demand side will be negatively impacted in 2020
    • This is an opportunity for the industry to demonstrate its resilience
    • Losers:
    • Technology trends
    • Macroeconomic trends
  • Sector scorecard: telecom infrastructure equipment
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Industrial automation
    • A flat picture in need of new thinking and inspired investment
    • Hindsight is 20:20, but there are lessons to be learned
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
  • Sector scorecard: industrial automation
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • SOFTWARE
    • Application software
      • COVID-19 will have significant negative consequences for application software vendors
      • Software spend will focus on hardening IT infrastructure against future pandemics
      • Winners
      • Losers
    • Technology trends
    • Macroeconomic trends
  • Sector scorecard: application software
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Gaming software
    • Short-term gain, long-term pain
    • Esports takes damage
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
    • Regulatory trends
  • Sector scorecard: gaming software
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Security software
    • Security software must keep a new army of homeworkers safe
    • Working from home is the new normal, so cybersecurity companies will earn their corn
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
    • Regulatory trends
  • Sector scorecard: security software
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • SERVICES
    • IT services
      • Short-term pain
      • Long-term pain
      • Winners
      • Losers
    • Technology trends
    • Macroeconomic trends
  • Sector scorecard: IT services
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Cloud services
    • Cloud has been an engine for transformation but will the COVID-19 outbreak expose its limits?
    • Reinforcing the criticality of cloud to enterprise communications and the global economy
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
  • Sector scorecard: cloud services
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • INTERNET & MEDIA
    • Ecommerce
      • A positive outlook for some, but not all
      • Reacting to shifting demand
      • Winners
      • Losers
    • Technology trends
    • Macroeconomic trends
    • Regulatory trends
  • Sector scorecard: ecommerce
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Social media
    • Misinformation could seriously damage your health
    • Quarantine and communication
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
    • Regulatory trends
  • Sector scorecard: social media
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Advertising
    • COVID-19 will hit global ad spend in 2020
    • Digital marketing moves to the forefront
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
    • Regulatory trends
  • Sector scorecard: advertising
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Music, film, and TV
    • COVID-19 will hasten the demise of traditional platforms
    • New streamers and social media content gets a boost
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
    • Regulatory trends
  • Sector scorecard: music, film, and TV
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Publishing
    • Coronavirus is affecting both the production and consumption of material
    • Publishers can adapt and create new opportunities for the long-term
    • Winners
    • Losers
    • Technology trends
    • Macroeconomic trends
    • Regulatory trends
  • Sector scorecard: publishing
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • TELECOMS
    • Telecom services
      • COVID-19 is telcos' time to shine, but represents significant operational challenges
      • COVID-19 will be the catalyst for a host of digital use cases
      • Winners
      • Losers
    • Technology trends
    • Macroeconomic trends
    • Regulatory trends
  • Sector scorecard: telecom operators
    • Who's who
    • Thematic screen
    • Valuation screen
    • Risk screen
  • Appendix: Our thematic research methodology
    • Viewing the world's data by themes makes it easier to make important decisions
    • Traditional research does a poor job of picking winners and losers
    • That is why we developed our "thematic engine"
    • How do we create our sector scorecards?
    • What is in our sector scorecards?
    • How do we score companies in our thematic screen?
    • How our research reports fit into our overall thematic research ecosystem

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