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Sector Analysis
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Automotive Connected Vehicle Technologies Market Trends, Sector Overview and Forecast to 2028
Automotive Connected Vehicle Technologies Market Report Overview The connected technologies market size was 48.2 million units in 2023. The market will grow at a CAGR of more than 5% during 2023-2028. Advanced diagnostic systems will promote connected car technology market growth. With modern diagnostics, the car's system will provide information about the vehicle to the auto shop and the customers. This will help them identify future problems with the car before they arise and enable customers to take charge of...
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Thematic Analysis
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Consumer Electronics Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The spotlight was on Apple following the release of its Vision Pro headset in February 2024 and its troubles and legal disputes. The Vision Pro received a positive overall response, with users praising its ability to blend digital content into the physical world. However, the device does not currently support popular apps like YouTube, Spotify, and Netflix. This is primarily because many developers believe that the Vision Pro will not be a big enough platform to justify the time and...
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Thematic Analysis
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Application Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the artificial intelligence (AI), big data, and cloud computing-related themes lead the thematic screen of GlobalData’s application software sector scorecard. This screen is dominated by the large US cloud vendors (Microsoft, Amazon, and Alphabet), but also includes leading enterprise software companies such as IBM, SAP, and Infor, as well as Apple. There have been minor score changes for companies such as Broadcom, OpenText, and Software AG due to their divestitures following recent acquisitions.
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Thematic Analysis
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Advertising Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Advertising has been caught up in the artificial intelligence (AI) frenzy and will be one of the industries most disrupted by AI. Generative AI is reshaping advertisers’ practices through tailored, effective ads and dynamic campaigns that evolve according to consumer response. As a result, the relationship between technology, artists, and brands paying for campaigns will profoundly change over the coming years. There is a real concern that advertisers will divert their money into AI-generated art rather than paying artists and...
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Thematic Analysis
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Component Makers Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The component makers sector continues to struggle in the face of some significant challenges. Demand is anemic in two major areas for components: smartphones and electric vehicles (EVs). Both areas require customer investment that is not forthcoming in the face of a credit crunch caused by interest rate rises. Marginal upgrades for mobile phones and EVs that are too expensive for most means limited demand. There is light at the end of the tunnel in the industrial sector, where demand...
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Thematic Analysis
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Enterprise Security Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Artificial intelligence (AI) is a double-edged sword in cybersecurity. It can help organizations improve their threat detection, hunting, and incident response capabilities, but adversaries can and will use AI in cyberattacks. There is every likelihood that AI will spur new merger and acquisition (M&A) deals in cybersecurity, especially of companies judged to be AI specialists. In the thematic screen of GlobalData’s enterprise security software sector scorecard, AI has a weighting of 20%, higher than any other theme.
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Thematic Analysis
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Cloud Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft and Amazon, with Alphabet and IBM also in the top 10. Microsoft and Alphabet, in particular, are aggressively investing in generative artificial intelligence (AI), developing foundational large language models (LLM), and building the infrastructure to offer related services to customers. In recent months, Alphabet launched its Gemini AI model, Microsoft launched its own AI chips and also invested in Mistral, and Microsoft’s strategic partner...
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Thematic Analysis
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Gaming Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Tencent remains on top of the thematic screen of GlobalData’s gaming sector scorecard. It scores 5 out of 5 across six of the 10 themes that matter most in this market, including mobile gaming, social media, ecommerce, esports, game development, and China impact. It scores 4 out of 5 for the artificial intelligence (AI), metaverse, and cloud gaming themes. The only theme in which Tencent does not score well is regulation, but it is far from alone. All gaming companies...
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Thematic Analysis
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Ecommerce Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Consumers expect a seamless digital experience when shopping online, and central to this is a safe and secure payment process. Digital payments is an important theme for ecommerce companies, with all of the top five companies in the thematic screen of GlobalData’s ecommerce sector scorecard scoring at least 4 out of 5 in this theme. Additionally, the top three ranked companies (Visa, Mastercard, and Klarna) all provide consumer payment services, highlighting the importance of this aspect of ecommerce.
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Thematic Analysis
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Semiconductors Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring strongly in artificial intelligence (AI) and geopolitics-related themes lead the thematic screen of GlobalData’s semiconductors sector scorecard. Indeed, the AI, AI chips, geopolitics, and China impact themes jointly account for 50% of the weighting of the thematic screen, reflecting both the growing importance of AI, particularly generative AI, in the industry and the impact of the ongoing US-China trade dispute. Among the thematic leaders are companies with either advanced AI products, such as Nvidia, Amazon, Tesla, and Alibaba,...
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