Tech, Media and Telecom (TMT) Predictions in 2024 – Thematic Intelligence
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Viewing the world’s data by themes makes it simpler to make crucial choices and predictions. GlobalData’s Tech, Media, and Telecom (TMT) Predictions in 2024, report offers the following in-depth trends and insights:
- Analysis of the 40 most important themes impacting the TMT sector, classified into three groups: technology, macroeconomic, and ESG.
- These include AI, Cybersecurity, China, Batteries, and Inflation.
- Quantitative and qualitative predictions for each theme in 2024, including market forecasts.
- Infographics are provided for each theme to justify key predictions using survey results and data from GlobalData’s patents, jobs, deals, company filings, and social media analytics databases.
- Winners and losers are identified in each theme using data from thematic scorecards, driven by GlobalData’s unique thematic methodology.
How is the ‘Tech, Media, and Telecom (TMT) Predictions in 2024’ thematic report different from other reports in the market?
Reading this report is the first step towards making better business decisions in 2024. Digging deeper into our thematic content can help you answer the really important strategic questions for 2024:
- What are the critical business risks you face in 2024?
- Which are the most important technologies to focus on in 2024?
- Who are the leading vendors for these technologies?
- Where are your competitors investing for tomorrow?
- How can you better understand your customers’ key challenges?
- What is the economic health of the markets in which you operate?
Investing in our Thematic Intelligence reports will enable you to invest in your future. We recommend this valuable source of information to anyone involved in:
- C-Suite
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- IT
- Professional Services
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TMT Predictions 2024 Thematic Report Overview
The TMT Predictions 2024 thematic intelligence report identifies the top 40 themes that will impact the technology, media, and telecom (TMT) industry in 2024. These themes are split into three categories: technology, ESG, and macroeconomic themes, ranked in their order of importance.
Artificial intelligence, the metaverse, the future of work, batteries, future mobility, robotics, and cloud computing are some of the technology themes discussed in the report. The major macroeconomic themes that will impact the TMT industry in 2024 are regulations related to antitrust, data privacy, demographics, FDIs, supply chain disruption, US-China trade wars, and the Ukraine conflict.
Furthermore, the major ESG theme will be the growing focus on environmental, social, and governance (ESG) factors.
| Major Technology Themes | · Artificial Intelligence
· The Metaverse · The Future of Work · Batteries · Future Mobility · Robotics · Cloud Computing |
| Major Macroeconomic Themes | · Regulations related to Antitrust
· Demographics · Foreign Direct Investment (FDI) · Supply Chain Disruption · US-China Trade Wars · The Ukraine Conflict |
| Major ESG Themes | · Environmental, Social, and Governance (ESG) |
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The tech, media, and telecom (TMT) predictions thematic intelligence report identifies winners and losers and points you toward further reading. This report will help you to understand and identify the important themes that threaten to disrupt your business in 2024. Our 2024 theme map covers not only disruptive tech themes but also ESG, macroeconomic, and regulatory themes.
Top Themes Driving Growth in the TMT Industry
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Top Themes: TMT Industry
Artificial Intelligence (AI): AI will fuel an information battle in 2024 and beyond owing to factors such as geopolitics. For instance, trade tensions between the US and China are escalating. The next two years will see both countries use increasingly large AI models to tackle a broad range of use cases and attempt to gain a competitive edge.
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Fintech: The fintech industry will continue to face challenges due to economic conditions, regulatory complexities, and geopolitical factors. Many firms will pivot from direct-to-consumer (D2C) propositions to business-to-business (B2B) to operate primarily as technology vendors.
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Supply Chain Disruption: Geopolitics and great-power competition have radically altered how TMT companies construct their supply chains. Global manufacturers will increasingly automate their supply chains in 2024. This is because they want to offset cost pressures from reconfiguring their supply chains to deal with new geopolitical realities, with costs exacerbated by skills shortages in many markets. Such transitions will involve deploying various technologies, including robotics, advanced data analytics, and autonomous vehicles.
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ESG 2.0: Environmental, social, and governance (ESG) is moving into a new era, which we call ESG 2.0. In this second phase, there will be a greater focus on the ‘E’ component, with a shift from a voluntary regime to a mandatory one owing to government mandates rather than consumer pressure. For instance, emissions reporting is being made mandatory globally. It will eventually require many companies to report Scope 3 emissions, the emissions created by a company’s value chain.
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Key Highlights
Generative AI will impact every industry. We forecast the generative AI market to grow from $1.8 billion in 2022 to $33 billion by 2027, implying a CAGR of 80% during this period. Of the five advanced AI technologies, generative AI is the fastest growing and will account for 10.2% of the overall AI market in 2027. GlobalData estimates the total AI market will be worth $908.7 billion in 2030.
Environmental, social, and governance—or ESG—is moving into a new era, which we call ESG 2.0. In this second phase, there will be a greater focus on the ‘E’ component, with a shift from a voluntary regime to a mandatory one, driven by government mandates rather than consumer pressure.
Throughout 2023, the US export bans on advanced technology progressively choked China’s access to the high-end chips, such as graphics processing units (GPUs), necessary for AI development. Global chip manufacturing is moving fast. As the computing power necessary to train the latest AI models increases rapidly, Chinese companies will be held back by less powerful GPUs. For years, Beijing has been mobilizing national resources to develop competitive AI firms while striving for chip self-sufficiency, with modest success. China will break through in certain industry-specific AI and tech hardware applications. However, by the time China produces high-end chips to the same level as the US, it may be too late for Chinese AI companies to catch up with US AI companies like OpenAI, which have benefited from high-end chip availability.
Airtel
Albemarle
Alibaba
Alice & Bob
Alphabet
Amazon
AMD
Anduril
Animoca Brands
Anthropic
Apple
Applied Materials
ASML
AT&T
Atom Computing
BAE Systems
Baidu
Bayer
Bioscience
Biren Technology
BlackRock
Blue Origin
BMS
BMW
BNY Mellon
Boeing
Boyaa
Brainchip
Broadcom
BYD
ByteDance
Cambricon
Cargill
CASC
CASIC
CATL
ChemChina
China Satinine
Cisco
CNH Industrial
Cohere
Coinbase
Collplant
Comcast
Cousera
Crowdstrike
Cruise
CXMY
Cyberdyne
Cybereason
Danaher
Darktrace
DeepL
DeNA
Desktop Metal
DGI
Dish Network
Disney
Duolingo
D-Wave
Ehang
Epic Games
Ericsson
Estun Automation
Ethereum Foundation
EU Space Agency
FANUC
Fidelity
Filtronic
FinDreams
Fortinet
Foxconn
Fujitsu
GalaxySpace
Geely Group
Gemini
General Motors
Glencor
Gojek
Goldman Sachs
Graphcore Groq
Grayscale
HCLTech
HollySys Automation
Honda
Horizon Robotics
HSBC
Huaihai Holding Group
Huawei
Hugging Face
Hyundai
IBM
ICICI Bank
iFlytek
Illumina
Immerse
Inflection AI
Infosys
Insilico Medicine
Instructure
Intel
iRobot
JDHealth
Joby Aviation
John Deere
Johnson & Johnson
JPMorgan
Kahoot
Kawasaki Heavy
Keyence
KLA
Krafton
Legend Biotech
LG Energy Solution
Lockheed Martin
LTIMindtree
Manufacturingxdigital
Max
McGrawhill
Mercedes Benz
Meta
Microsoft
Microvast
Mitsubishi Electric
Mozilla
Nachi Fujikoshi
Nano Dimension
NASA
Nearpod
NetEase
Netflix
Niantic
Nintendo
NIO
Nokia
Northvolt
Novartis
Nvidia
Ofcom
Omron
One Web
OpenAI
Palantir
Palo Alto Networks
Panasonic
Paramount
Parchment
Ping An
Planet Labs
Playtech
Pony.ai
PowerSchool
PsiQuantum
Qrypt
Qualcomm
QuSecure
Reliance Jio
ReWalk
Rigetti
Ripple Labs
Roblox
Rocket Lab
Roscosmos
RTX
SAIC
Salesforce
Samsung Electronics
Samsung Foundry
Samsung SDI
Sanofi
SAP
SchoolMessenger
Securitize
Sega Sammy
Sherritt International
Siemens
Signal
Sky Mavis
SMIC
SoftBank
Sony
SpaceX
Stability.ai
Starlink
Stellantis
Stratasys
Syngenta
SynSense
Take-Two Interactive
Tata Consultancy Services
TE Connectivity
Tech Mahindra
Tencent
Tesla
Thales
The Forbes
Tianqi Lithium
Tokyo Electron
Toyota
trigo
Truth Social
TSMC
ULA
Unity Technologies
Valve
Volkswagen
VW Group
Waymo
WeRide
Wing
Wipro
Workday
WSTS
X
Xanadu
Yandex
Yaskawa Electric
YMTC
Yokogawa Electric
Zoom
Zscaler
Table of Contents
Frequently asked questions
-
What major technology themes are expected to impact the TMT industry in 2024?
The major technology themes that are expected to impact the TMT industry in 2024 are artificial intelligence, the metaverse, the future of work, batteries, future mobility, robotics, and cloud computing.
-
What major macroeconomic themes are expected to impact the TMT industry in 2024?
The major macroeconomic themes that will impact the TMT industry in 2024 are regulations related to antitrust, and data privacy, demographics, supply chain disruption, US-China trade wars, and the Ukraine conflict.
-
What major ESG themes are expected to impact the TMT industry in 2024?
The major ESG theme that will impact the TMT industry in 2024 is the focus on environmental, social, and governance (ESG) factors.
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