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.
- 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.
- 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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