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技術・メディア・通信産業の動向:テーマ別分析

Tech, Media, & Telecom Trends 2020 - Updated for the impact of COVID-19 - Thematic Research

発行 GlobalData 商品コード 765969
出版日 ページ情報 英文 193 Pages
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本日の銀行送金レート: 1USD=110.07円で換算しております。
技術・メディア・通信産業の動向:テーマ別分析 Tech, Media, & Telecom Trends 2020 - Updated for the impact of COVID-19 - Thematic Research
出版日: 2020年03月20日 ページ情報: 英文 193 Pages
概要

新型コロナウイルス感染症 (COVID-19) は当初の想定を超える影響を技術・メディア・通信 (TMT) 業界に与えています。世界経済の冷え込みなどの大きなマイナスの影響が今後3か月間に発生し、各企業にはこうした外生的なストレスへの有効な対応策が求められています。なかにはコラボレーションソフトウェアやクラウドサービスなど、都市のロックダウンや在宅勤務への移行などが追い風として働く分野もありますが、ITインフラのように、サプライチェーンの機能不全による悪影響を受ける分野もあります。業界全体としての影響の大きさと方向性をしっかりと推計しておく必要性があります。

当レポートでは、世界の技術・メディア・通信産業を左右する主な要因について分析し、業界全体および各部門 (全17種・600社分) ごとに、近年の技術的傾向や解決すべき課題、マクロ的な影響要因、それらの要因が今後の業界動向に及ぼす影響などについて調査すると共に、特に新型コロナウイルス感染症 (COVID-19) の爆発的流行による業界への短期的・長期的影響について詳細に考察しております。

イントロダクション

最新テーマの一覧 (2020年)

  • 新型コロナウイルス感染症が技術・メディア・通信 (TMT) 業界に及ぼす影響
  • Sector performance

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付録:分析手法

目次
Product Code: GDTMT-TR-M250

COVID-19 is by far the most significant theme to affect the technology industry in 2020. It will put incredible strain on the world economy, which will be effectively halted for 3 months or more. It is effectively a stress test on companies' ability to cope with extreme shocks. COVID-19 will test the financial robustness of companies. Many companies will not survive this initial phase. Almost all others will suffer significant drop in revenues.

As the world enters lockdown, offices are closing, forcing desk-based staff to work at home. There will be many consequences for the IT industry, some sectors of which will perform better than others. Some will fare relatively well in the short term, for example collaboration software vendors and cloud services providers. Others - particularly IT infrastructure companies - may suffer short-term problems with their supply chains, but fare well in the future. But some sectors will do badly: 2020 will be a very bad year for IT services.

So, to help our clients gain competitive advantage, we have developed GlobalData's thematic research ecosystem, a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. This Tech, Media, and Telecom Trends 2020 report provides a top-down, comprehensive outlook for the key players in the TMT industry, based on the trends set to transform their industry landscape over the next two years.

Key Highlights

  • Our thematic scoring methodology is designed to identify tomorrow's leaders rather than today's incumbents, based on their competitive position in the most important themes impacting their industry.
  • This report analyses the impact of COVID-19 across 17 different technology sectors. It discusses the short- and long-term impacts of COVID-19 on each sector, and ranks on a company-by-company basis the individual impact of COVID-19 alongside nine other themes that affect that sector.
  • In total, our analysts scored the top 600 TMT companies on their competitive position in 50 themes, including COVID-19. The algorithms in our thematic engine take account of the relative importance of each theme in the current economic climate, showing the leaders and laggards in our thematic screens.

Scope

  • This report analyses the impact of COVID-19 across 17 different technology sectors incorporating hardware (semiconductors, component makers, consumer electronics, IT infrastructure equipment, telecom infrastructure equipment, and industrial automation), software (application software, gaming software, and security software), services (IT services and cloud services), internet & media (ecommerce, social media, advertising, music, film, and TV, and publishing), and telecoms.
  • It discusses the short- and long-term impacts of COVID-19 on each sector, and ranks on a company-by-company basis the individual impact of COVID-19 alongside nine other themes that affect that sector.
  • In total, our analysts scored the top 600 TMT companies on their competitive position in 50 themes, including COVID-19. The algorithms in our thematic engine take account of the relative importance of each theme in the current economic climate, showing the leaders and laggards in our thematic screens.

Reasons to Buy

  • If you're worried about the pace of innovation in your industry, then flick through this report: it provides a top-down, comprehensive outlook for the top 600 players in the TMT industry, based on the key themes - including COVID19 - set to transform their industry landscape over the next two years.
  • You will not find a better guide to tech in 2020.
  • At 193 pages, it is the most concise tech trends reference guide you will read in 2020. Written by 40 of the world's leading tech experts, GlobalData's TMT Trends 2020 report helps you to look credible when talking about tech in your industry.
  • The report tells you everything you need to know about disruptive themes and which companies are best placed to help you digitally transform your business.

TABLE OF CONTENTS

INTRODUCTION

  • 2020 Theme map
  • COVID-19 impact on TMT sector
  • Sector performance

HARDWARE

  • Semiconductors
  • Component makers
  • Consumer electronics
  • IT infrastructure equipment
  • Telecom infrastructure equipment
  • Industrial automation

SOFTWARE

  • Application software
  • Gaming software
  • Security software
  • SERVICES
  • IT services
  • Cloud services

INTERNET & MEDIA

  • Ecommerce
  • Social media
  • Advertising
  • Music, film, and TV
  • Publishing

TELECOMS

  • Telecom services

APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY