Geopolitics in Tech, Media, and Telecom - Thematic Research
Summary
A world with slower growth and heightened geopolitical tensions is making the operating environment for tech, media, and telecom (TMT) companies riskier, more complex, and costlier. The global supply chains organized to optimize profit and speed that ruled international trade for two decades under globalization have been twisted out of shape.
US-China competition is the single most important geopolitical driver in the global economy and the driving force in decoupling global supply chains. Both countries are trying to secure their supply chains while simultaneously aiming to weaken the other’s economic and technological standing.
Executives must now make delicate judgments about which suppliers to choose, where to set up operations, which markets to target, and where to invest. They must make contingency plans for geopolitical factors as they do for natural disasters. However, there still is a significant gap in insurance protection against supply chain, political violence and terrorism (PVT), and cyber business interruption and damage.
Scope
In the past, businesses and investors could largely ignore geopolitical events. That is no longer the case. Since 2019, the global economy has faced significant disruptions and will continue to do so in a world increasingly driven by geopolitics.
This report delves into five key geopolitical flashpoints: US-China, Europe, India, the Middle East, and Latin America.
It also analyzes the technologies most vulnerable to geopolitical disruption, including artificial intelligence (AI), semiconductors, clean energy technologies, batteries and electric vehicles, and telecom equipment (including 5G).
Reasons to Buy
Understand the impact of the geopolitics theme. Identify how the leading tech, media, and telecom (TMT) companies are being impacted by the geopolitics theme. Learn about the key geographic regions affecting the TMT sector.
- Executive Summary
- Players
- Geopolitical Flashpoints
- US-China
- Entering an era of self-reliance
- Technological competition is at the core of the US-China trade war
- Geopolitical risk is rising for companies with ties to Taiwan
- US-China tensions will take a backseat to domestic policy in 2024
- Beyond 2024
- Europe
- Stuck in the middle of the US-China trade war
- The US-China trade war poses both risks and opportunities to Europe
- The outcome of the US elections will define European foreign policy
- India
- India is in a geopolitical sweet spot
- Making India a global manufacturing hub
- There are growing challenges to India’s ambitions
- The Middle East
- Hamas brings the Middle East back into focus
- Temporary volatilities become more common
- Middle Eastern states become pivotal geopolitical swing states
- Latin America
- Mexico is a prime location for friendshoring
- The politicization of the lithium triangle
- Brazil as a mercenary in environmental policy and foreign affairs
- Trends
- Technology Impact Analysis
- Artificial intelligence
- Geopolitical fractures are hindering the development of AI regulation
- AI will disrupt national elections in 2024
- The EU and China are leaders in AI regulation
- Semiconductors
- The world’s most (geo)politicized industry
- Private opposition to trade restrictions
- Chinese workarounds to trade restrictions
- Challenges to China’s self-reliance ambitions
- Clean energy technologies
- Political instability will determine access to critical minerals
- Energy security will remain a top priority for Europe
- Batteries and electric vehicles
- China is the undisputed leader in the batteries and EV markets
- Will the global response be enough to curb Chinese expansion plans?
- Telecom equipment (including 5G)
- 5G is at the core of the trade war between the US and China
- China is the clear leader in 5G deployment
- Companies
- Glossary
- Further Reading
- GlobalData reports
- Our Thematic Research Methodology
- About GlobalData
- Contact Us
- List of Tables
- Table 1: Trends
- Table 2: Companies
- Table 3: Glossary
- Table 4: GlobalData reports
- List of Figures
- Figure 1: How do the primary geopolitical flashpoints impact TMT companies in each major region?
- Figure 2: Companies adopt different supply chain strategies depending on the geopolitical risks
- Figure 3: A timeline of the US-China trade war
- Figure 4: The result of the US election will have serious domestic and global implications
- Figure 5: The Ukraine conflict remains the most severe geopolitical risk in Europe
- Figure 6: Can India become the global tech manufacturing hub?
- Figure 7: The Middle East is showered with internal and external geopolitical risks
- Figure 8: Advanced chip manufacturing is the primary target of US sanctions
- Figure 9: Global risk analysis for the semiconductor industry
- Figure 10: Global risk analysis for the batteries industry
- Figure 11: Outside China, the biggest producers of lithium are Argentina, Australia, and Chile
- Figure 12: Global risk analysis for the telecoms and 5G industry
- Figure 13: Our five-step approach for generating a sector scorecard
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