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Top Themes in Tech, Media and Telecom (TMT) in 2024 - Thematic Intelligence

Publisher GlobalData
Published Dec 08, 2023
Length 180 Pages
SKU # GBDT18399865

Description

Top Themes in Tech, Media and Telecom (TMT) in 2024 - 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. It provides 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 technology in 2024.

Key Highlights

As we enter 2024, the outlook is volatile and uncertain, primarily due to geopolitical turmoil and macroeconomic uncertainty. Technology can help businesses, governments, and individuals adapt to profound shifts in an uncertain world.
Artificial intelligence (AI) was the most talked about technology theme in 2023 and will remain at the top of agendas. From a business perspective, AI represents both an opportunity and a threat, and the companies that succeed will approach it as such rather than seeing it as a cure for all ills.

Scope
  • At 164 pages, this report is the most concise reference guide to tech you will read this year. Written by some of the world's leading tech experts, GlobalData's TMT Themes 2024 will help you look credible when discussing tech in your industry. It tells you everything you need to know about disruptive tech themes and which companies are best placed to help you digitally transform your business.
  • This report covers 17 TMT sectors, divided into four categories: hardware, software and services, internet and media, and telecom. For each sector, we provide thematic scorecards comprising four screens: the company screen, the thematic screen, the valuation screen, and the risk screen.
Reasons to Buy
  • Position yourself for future success by understanding the TMT industry's most important tech, regulatory, and macroeconomic themes. 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 2024, which is organized by theme.

Table of Contents

180 Pages
Executive Summary
Top Themes for 2024
Hardware
Semiconductors
Generative AI is exacerbating the US-China trade dispute over AI chips
Top 10 themes: Semiconductors
Sector scorecard: Semiconductors
Component makers
Component makers face turbulent times
Top 10 themes: Component makers
Sector scorecard: Component makers
Consumer electronics
Geopolitics, macro headwinds, and regulation will take center stage in 2024
Top 10 themes: Consumer electronics
Sector scorecard: Consumer electronics
IT infrastructure
The IT infrastructure boom is fueled by AI and security
Top 10 themes: IT infrastructure
Sector scorecard: IT infrastructure
Telecom infrastructure
5G is a competitive differentiator, along with embedding AI capabilities
Top 10 themes: Telecom infrastructure
Sector scorecard: Telecom infrastructure
Industrial automation
Next-generation AI will create new opportunities for industrial automation.
Top 10 themes: Industrial automation
Sector scorecard: Industrial automation
Software and Services
Application software
Embedding AI co-pilots into solutions is the new competitive differentiator
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
2024 will be a challenging year for cybersecurity
Top 10 themes: Enterprise security software
Sector scorecard: Enterprise security software
IT services
Generative AI drives investment in broader AI advisory capabilities
Top 10 themes: IT services
Sector scorecard: IT services
Cloud services
AI is becoming the new battlefield in the cloud services sector
Top 10 themes: Cloud services
Sector scorecard: Cloud services
Internet and Media
Ecommerce
As inflation, ESG, and geopolitical tensions make waves, tech offers a solution
Top 10 themes: Ecommerce
Sector scorecard: Ecommerce
Social media
Social media platforms are under fire over content on many fronts
Top 10 themes: Social media
Sector scorecard: Social media
Advertising
EU rules on online advertising will start to bite for Big Tech
Top 10 themes: Advertising
Sector scorecard: Advertising
Music, film, and TV
Music, film, and TV companies are striving for a competitive edge
Top 10 themes: Music, film, and TV
Sector scorecard: Music, film, and TV
Publishing
Digitalization is the road ahead for publishers
Top 10 themes: Publishing
Sector scorecard: Publishing
Telecoms
Telecom services
Telecom carriers strategize for the multi-cloud connectivity market
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: Cloud 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 TMT industry in 2024
Figure 2: Who does what in the semiconductor space?
Figure 3: Thematic screen - Semiconductors
Figure 4: Valuation screen - Semiconductors
Figure 5: Risk screen - Semiconductors
Figure 6: Who does what in the component makers space?
Figure 7: Thematic screen - Component makers
Figure 8: Valuation screen - Component makers
Figure 9: Risk screen - Component makers
Figure 10: Who does what in the consumer electronics space?
Figure 11: Thematic screen - Consumer electronics
Figure 12: Valuation screen - Consumer electronics
Figure 13: Risk screen - Consumer electronics
Figure 14: Who does what in the IT infrastructure space?
Figure 15: Thematic screen - IT infrastructure
Figure 16: Valuation screen - IT infrastructure
Figure 17: Risk screen - IT infrastructure
Figure 18: Who does what in the telecom infrastructure space?
Figure 19: Thematic screen - Telecom infrastructure
Figure 20: Valuation screen - Telecom infrastructure
Figure 21: Risk screen - Telecom infrastructure
Figure 22: Who does what in the industrial automation space?
Figure 23: Thematic screen - Industrial automation
Figure 24: Valuation screen - Industrial automation
Figure 25: Risk screen - Industrial automation
Figure 26: Who does what in the application software space?
Figure 27: Thematic screen - Software and Services
Figure 28: Valuation screen - Software and Services
Figure 29: Risk screen - Software and Services
Figure 30: Who does what in the gaming space?
Figure 31: Thematic screen - Gaming
Figure 32: Valuation screen - Gaming
Figure 33: Risk screen - Gaming
Figure 34: Who does what in the enterprise security software space?
Figure 35: Thematic screen - Enterprise security software
Figure 36: Valuation screen - Enterprise security software
Figure 37: Risk screen - Enterprise security software
Figure 38: Who does what in the IT services space?
Figure 39: Thematic screen - IT services
Figure 40: Valuation screen - IT services
Figure 41: Risk screen - IT services
Figure 42: Who does what in the cloud services space?
Figure 43: Thematic screen - Cloud services
Figure 44: Valuation screen - Cloud services
Figure 45: Risk screen - Cloud services
Figure 46: Who does what in the ecommerce space?
Figure 47: Thematic screen - Internet and Media
Figure 48: Valuation screen - Internet and Media
Figure 49: Risk screen - Internet and Media
Figure 50: Who does what in the social media space?
Figure 51: Thematic screen - Social media
Figure 52: Valuation screen - Social media
Figure 53: Risk screen - Social media
Figure 54: Who does what in the advertising space?
Figure 55: Thematic screen - Advertising
Figure 56: Valuation screen - Advertising
Figure 57: Risk screen - Advertising
Figure 58: Who does what in the music, film, and TV space?
Figure 59: Thematic screen - Music, film, and TV
Figure 60: Valuation screen - Music, film, and TV
Figure 61: Risk screen - Music, film, and TV
Figure 62: Who does what in the publishing space?
Figure 63: Thematic screen - Publishing
Figure 64: Valuation screen - Publishing
Figure 65: Risk screen - Publishing
Figure 66: Who does what in the telecom services space?
Figure 67: Thematic screen - Telecoms
Figure 68: Valuation screen - Telecoms
Figure 69: Risk screen - Telecoms
Figure 70: Our five-step approach for generating a sector scorecard

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