Global Trend Forecast for Hardware - Global Thematic Research
Global Trend Forecast for Hardware - Global Thematic ResearchSummary
We see dominant hardware themes across the world:
Connected Devices: Wearable technology, mobile payments and second screens (to control TV sets) will provide new revenue opportunities for the connected device industry.
Servers, Storage and Networking: Software defined networking (SDN) technology represents the biggest risk to the server, storage and networking equipment markets.
Consumer Electronics: Never have we seen such a cluster of concurrent consumer electronics product cycles on the cusp of launch: Internet TV, wearable technology, med tech, robotics, artificial intelligence, automated cars, connected homes and the internet of things.
Component Makers: 3D printing, robotics and software defined networking are the most disruptive threats to the electronics components industry.
Inside this report we look at dominant themes, its predictions of hardware sectors and identify winners and losers.
Scope
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engineâ€.
About our Thematic Research Ecosystem
GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine†help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
Reasons To Buy
Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
GlobalData is a one-stop solution for actionable insight into the pharmaceutical and medical device sectors. Together with the best team of researchers, analysts, epidemiologists and consultants, and an unmatched suite of proprietary databases, we provide high-quality, accurate and transparent insight that can help you achieve growth and increase business value.
Our valuable research and consulting solutions ensure you stay at the forefront of the industry by integrating accurate market forecasts and healthcare analytics on the latest trends and developments. Among other benefits, our informed healthcare industry perspectives have assisted businesses based across the pharmaceuticals, biotechnology and medical equipment markets in making strategic decisions that have increased the value of their products and services.
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