Tech, Media, & Telecom Trends 2020 – Thematic Research

Companies that invest in the right themes become success stories; those who miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders who invade your sector. 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 major trends set to transform their industry landscape over the next two years.

Scope

This report covers 17 TMT 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 also looks at the big issues that keep senior industry executives awake at night, from technology trends like artificial intelligence (AI) and the Internet of Things (IoT) to macroeconomic trends like Brexit and the US-China trade war, and regulatory trends such as data privacy.

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.

To do this, we score the top 600 TMT companies against the top 50 themes, creating a database of 30,000 thematic scores – our thematic engine. This helps us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.

Reasons to buy

If you’re worried about the pace of innovation in your industry, I recommend you read this report. You will not find a better guide to tech in 2020. At 180 pages, it is the most concise tech trends reference guide you will read in 2020. Written by 43 of our leading experts, GlobalData’s TMT Trends 2020 report will help you to look credible when talking about tech in your industry. The report tells you everything you need to know about disruptive technologies and which TMT vendors are best positioned for a future-filled world.

Companies mentioned

21 Vianet

3D Systems

500.com

51job

58.com

A10 Networks

AAC Technologies

ABB

ABS CBN broadcasting

Accenture

Acer

Activision Blizzard

Acxiom

Adlink

Adobe

Adtran

Adva Optical Networking

Advanced Info Service

AMD

Advanced Semiconductor

Advantest

Agilent Tech

Ahnlab

Airmedia

Aixtron

Akamai

Alarm.com

Alcatel Lucent

Alibaba

Alliance Data Systems

Allot

Alpha Networks

Alphabet

Altek

Altice

Amazon

Ambarella

AMC Networks

AMDOCS

America Movil

Amex

American Tower

Amkor

Amphenol

AMS

Analog Devices

Angie’s List

Anritsu

Ansys

AO.com

APN News & Media

Apple

Applied Materials

Arcam

ARM

Arris

Arrow Electronics

Asahi Glass

Asia Optical

ASML Holding

ASOS

Asus

AT&T

Atlassian

Atmel

Atos

Atresmedia

AU Optronics

Autodesk

Autohome

Autoliv

ADP

Avnet

AVX

Axel Springer

Axiata

B2W Cia Digital

Baidu

Balaji Telefilms

Bango

Barnes & Noble

Barracuda Networks

Bazaarvoice

BCE

Beijing Gehua Catv Network

Beijing Media Corp

Best Buy

Betfair

Bezeq Israeli Telecom

Bharti Airtel

Bharti Infratel

Bitauto

Bittium

Bizlink

Blackbaud

Blackberry

Blinkx

Blucora

Blue Nile

Boohoo.com

Box

Boyaa

Brightcove

Broadcom

Brocade Comms

BT

Byd

CA Technologies

C&W Communications

Cablevision

Cabot Microelectronics

Cadence Design Sys

CalAmp

Calix

Canon

Capgemini

Capcom

Care.com

Carsales.com

Castlight Health

Catcher Technology

CBS

CenturyLink

CGI

Changyou.Com

ChannelAdvisor

Charter Communication

Check Point Software

Cheetah Mobile

Cheil

China Mobile

China Telecom

China Unicom

ChinaCache

Chunghwa Telecom

Ciena

Cineworld

Cirrus Logic

Cisco

Citrix Systems

CJ E&M

CJ O Shopping

Clear Channel

Clear Media

Cognex

Cognizant

Comcast

Commscope

CommVault

Compal

Computacenter

comScore

Consolidated Comms

Constant Contact

Constellation Software

Continental

Control4

Convergys

Cornerstone OnDemand

Corning

Cree

Criteo

Crown Castle

Ctrip

Cumulus Media

Cyberark Software

Cyberdyne

Cybozu

Cypress

Daily Mail & General Trust

Danal

Dassault Systemes

Deere

Delphi

Delta Electronics

Demand Media

DemandWare

DeNa

Denso

Dentsu

Deutsche Telekom

Dialog

Digi

Diodes

Discover

Discovery Communications

Dish Network

Dixons Carphone

D-Link

Dolby Labs

Dreamworks

Earthlink

Earthport

eBay

Dangdang

Mobinil

E-House China

Ekso

Electronic Arts

Elisa

Elong

EMC

Emirates Integrated Telecom

Emirates Telecom Corp

Entercom

Entertainment One

Epistar

Equifax

Equinix

Eros

Estun Automation

Etihad Etisalat

Eutelsat

Everlight

Evertec

Expedia

Experian

Extreme Networks

F5 Networks

Facebook

Fair Isaac

Fairchild

Fairfax Media

Fanuc

Far Eastone Telecom

Faro Tech

FIS

FIH Mobile

Finisar

FireEye

Fiserv

Fitbit

Flextronics Intl

Forgame

Fortinet

Foxconn Tech

Frontier Comms

F-Secure

Fuji Media

Fujitsu

Gameloft

Gamevil

Gannett

Garmin

Gemalto

GE

Genpact

Gigamon

Global Payments

Global Sources

Global Telecom Holding

Globe Telecom

Glu Mobile

GMM Grammy

GMO Internet

Gmo Payment Gateway

GoDaddy

GoerTek

GoPro

Gree

Green Dot

Groupon

GrubHub

Grupo Televisa

G-Tech Optoelectronics

Gurunavi

Harmonic Drive

Harvatek

Hathway Cable

Havas

HCL Technologies

Heartland Payments

Hellenic Telecom

HP Enterprise

Hexaware Technologies

Himax

Hinduja Ventures

Hitachi

HollySys Automation

Homeaway

Foxconn

Hortonworks

HP Inc

HT Media

HTC

HubSpot

Hutchison Telecom Australia

Hutchison Telecom Hk

IAC Interactive

I-Cable Communication

Idea Cellular

IGG

Iliad

Imagination Tech

Imperva

inContact

Indra

Infineon

Info Edge India

Infoblox

Infosys

Ingenico

Ingram Micro

Inmarsat

Innolux

Intel

Intelsat

InterDigital

IBM

Interpark

Intersil

Interxion

InTouch Holdings

Intuit

Intuitive Surgical

InvenSense

Inventec

iRobot

ITV

Ixia

Ixys

J2 Global

Jabil Circuit

Japan Display

JC Decaux

JD.com

Jiayuan

Jive Software

Jumei

Juniper Networks

Just Dial

Just Eat

Jusung Engineering

Kakaku

Kakao

Kawasaki Heavy

KDDI

Keyence

King

Kingsoft

Kla-Tencor

Komatsu

Konami

Kongzhong

Korea Telecom

KThitel

Ku6 Media

Kudelski

KUKA

Kulicke & Soffa

Kyocera

Lagardere

LAM Research

Lamar Advertising

Largan

Leju

LendingClub

LendingTree

Lenovo

LeEco

Level 3

Lexmark

LG Display

LG Electronics

LG Uplus

Liberty Global

QVC Group

Liberty Media Capital

LifeLock

LightInTheBox

Linear Technology

Linkedin

Lions Gate Entertainment

Liquidity Services

LivePerson

Ericsson

Loen Entertainment

Logitech

LogMeIn

Lumentum

M&C Saatchi

M1

Magyar Telekom

MTNL

Mail.Ru

MakeMyTrip

Marchex

Marketo

Markit

Marvell

Mastercard

Match

Maxim

Maxis

Mcgraw-Hill

Mecox Lane

Media General

Mediaset

MediaTek

Megafon

Mercadolibre

Meredith

M6-Metropole TV

Microchip

Micron

Micronas

Microsoft

Microstrategy

Millicom Cellular

Mitac

Mitel Networks

Mitsubishi Electric

Mixi

Zain Saudi Arabia

Mobile Telesystems

Mobile Iron

Mobileye

Mobistar

Modern Times Group

Momo

MoneyGram

Moneysupermarket

Monitise

Monolithic Power Systems

Monster Worldwide

Motorola Solutions

Mphasis

MTN Group

Murata

Nabtesco

Nachi Fujikoshi

Nanya Tech

Naspers

Naver

NCR

NCSoft

NEC

Neo-Neon

Neowiz Games

Neowiz

Net 1 Ueps Tech

NetApp

Net Dragon

NetEase

Netflix

Netgear

NetSuite

Network 18 Media

Neusoft

Neustar

New Delhi TV

New Relic

News Corp

Nexon

Nexstar

Next Media

Nice Systems

Nielsen

Nikon

Nimble Storage

Ningbo Bird

Joyson

Nintendo

NTT

Nippon TV

Nitto Denko

Nokia

NQ Mobile

NTT Data

NTT DoCoMo

Nuance Communications

Numericable

Nvidia

NXP

O2 Czech Republic

Ocado

Oi SA

Olympus

Omnicom

OmniVision

Omron

OnDeck

On Semiconductor

Ooredoo

Open Text

Opera Software

Oracle

Oracle Fin. Services

Orange Polska

Orange

Organovo

Ourpalm

Outfront Media

Pace

Pakistan Telecom

Palo Alto Networks

Panasonic

Pandora

Parrot

Partner Communications

Paylocity

PayPal

Paypoint

Paysafe

PCCW

Pearson

Pegatron

Portugal Telecom

PLDT

Pioneer

Playtech

PMC Sierra

Polaris Software

Progress Software

ProofPoint

ProSiebenSat.1

Proto Labs

Belgacom

Indosat

Telekomunikasi Indonesia

PTC

Publicis

Pure Storage

Qihoo 360

Qisda

Qlik Tech

QLogic

Qorvo

Qualcomm

Qualys

Quanta Computer

Quebecor

Qunar

Quotient Technology

Rackspace Hosting

Rakuten

Rea Group

RealPage

Realtek Semiconductor

Red Hat

Rediff India

Redington Inda

Reliance Comm

Relx

Renesas

Renishaw

Renren

RetailMeNot

Richtek

Ricoh

Rightmove

Rocket Fuel

Rocket Internet

Rockwell Automation

Rogers Comms

Roper Technologies

Rostel

Rovi

KPN

Royal Philips

RTL

Ruckus Wireless

S.M.Entertainment

Safaricom

SafeCharge

Salesforce.Com

Samsung Electronics

SanDisk

Sanoma

SAP

Saudi Telecom

SBA Comms

SBS Contents Hub

Schibsted

Schneider

Scholastic

SciQuest

Scripps Networks Interactive

Seachange

Seagate

SecureWorks

Seek

Seiko Epson

SMIC

Sensata

Seoul Semiconductor

Sercomm

ServiceNow

SES

Seven Group

Sharp

Shaw Communications

Shutterfly

Siasun Robot

Siemens

Sierra Wireless

SGI

Silicon Labs

Silicon Motion

Siliconware Precision

Silverlake Axis

Sina

Sing Tao News Corp

Singapore Press Holdings

SingTel

Sirius XM Radio

SK Hynix

SK Telecom

Sky

Skyworks

Smartone Telecom

Softbank

Software AG

Sohu

Solera

Sonus Networks

Sony

Sophos

Sopra Steria

Soufun.Com

Spark New Zealand

Spirent

Splunk

Sprint Nextel

Square Enix

Square

SS&C

Star Publications

Starbucks

Starhub

Start Today

Starz

Sterlite

STMicroelectronics

Stratasys

Stryker

Sun TV Network

Sungy Mobile

Sunny Optical

Suzhou Anjie

Swisscom

Symantec

Synaptics

Synnex

Synopsys

Systena

Tableau

Taiwan Mobile

TSMC

Takata

Take-Two Interactive

Talktalk Telecom

Tangoe

Taomee

Tata Communications

Tata Consultancy Services

Tata Teleservices Maharashtra

TE Connectivity

Tech Data Corp.

Tech Mahindra

Technicolor

Tegna

Tele2

Telecity

Telecom Argentina

Telecom Egypt

Telecom Italia

Telefonica Brasil

Telefonica Del Peru

Telefonica

Telekom Austria

Telekom Malaysia

Telenet

Telenor

Television Broadcasts

TV Francaise (T.F.1)

Teliasonera

Telit

Telkom SA

Telstra

Telus

Temenos

Tencent

Teradata

Teradyne

Tesla Motors

Texas Instruments

EW Scripps

ExOne

Interpublic

Keyw

New York Times

Priceline

Rubicon Project

Sage

Ultimate Software

Walt Disney

Western Union

Thomson Reuters

Tieto

Tim Participacoes

Time

Time Warner Cable

Time Warner

Tiscali

T-Mobile USA

Tokyo Electron

Tom Group

TomTom

Toshiba

Total Access Com

TSYS

TPK

Tremor Video

Trend Micro

Trinity Mirror

TripAdvisor

True Corp

TrueCar

TubeMogul

Tung Thih

Turkcell Iletisim Hizmet

Turk Telekom

TV Today Network

21st Century Fox

Twitter

Uangel

Ubisoft

Ulvac

Under Armour

Unibet

United Internet

UMC

US Cellular

Universal Display

Unizyx

Unwired Planet

Usen

UTStarcom

Valeo

Vanguard

Vantiv

Veeco Instruments

Veeva Systems

Venture Corp

Verifone

Verint Systems

Verisign

Verizon

Viacom

Viavi

Vimpelcom

Vipshop

Visa

Visionchina Media

Vivendi

VMware

Vodacom

Vodafone

Voxeljet

WANdisco

Web.com

Webzen

Weibo

Westell Technologies

Western Digital

Windstream

Wipro

Wirecard

Wistron

Wistron NeWeb

Wolters Kluwer

Workday

Worldline

Worldpay

WPP

Xero

Xerox

Xilinx

Xing

Xunlei

Yageo

Yahoo! Japan

Yahoo!

Yandex

Yaskawa

Yelp

Yirendai

Yoox Net-A-Porter

Youku Tudou

Young Fast Optoelectronic

YuMe

YY

Zalando

Zayo

Zee Entertainment

Zendesk

Zhaopin

Zillow

Zoopla

ZTE

Zynga

Altera

Aruba Networks

CMC

Colt

CSR

Dealertrack

Freescale

Innovation Group

Jazztel

Millennial Media

SCMP Group

Shanda Games

Stats ChipPac

Xoom

Grammer

Umicore

Toda Kogyo

Johnson Controls

Johnson Matthey

LG Chem

Samsung SDI

EnerSys

AES

China BAK

GS Yuasa

Sebang Battery

Exide

Energizer

Arista Networks

Rapid7

Melexis

Lumos Networks

Ubiquiti Networks

NeuLion

Cerner

Illumina

Medtronic

Brother

First Sensor

Ebix

Dun & Bradstreet

Micro Focus

Trade Desk

BAE Systems

Raytheon

Nutanix

Sabre

Momo

NCC

SAIC

NetScout

iFlytek

GungHo Online

Dawning

Inspur Electronic

Hikvision

Cray

NavInfo

Microsemi

AthenaHealth

Ellie Mae

Medidata

Paycom

RingCentral

Shopify

Instructure

Silver Spring

Varonis

BenefitFocus

Callidus

Vonage

Tyler Tech

Workiva

Coupa

CDK Global

Hexagon

Line

Persistent Systems

Ascential

Purplebricks

UBM

Informa

Quality Systems

Allscripts

Appfolio

Mindbody

Blackline

Twilio

Snap

Knowles

Nippon Ceramic

Mimecast

Colopl

Gumi

Pegasystems

Euromoney

Live Nation

Liberty Broadband

Vuzix

Takeaway.com

Keysight Tech

Wayfair

TDK

Etsy

Gartner

Moody’s

Morningstar

Forrester Research

Applied Optoelectronics

Oclaro

NeoPhotonics

EPAM Systems

Luxoft

Rohm

Infinera

Fabrinet

Macom

Delivery Hero

Tian Ge

Baozun

Cloudera

DXC Tech

MuleSoft

Okta

Alteryx

Appian

Mellanox

Accton

Acacia Comms

Rovio

Bandai Namco

CD Projekt

Com2uS

CyberAgent

Frontier Developments

Game Digital

GameStop

Marvelous

NetMarble Games

Paradox Interactive

Sega Sammy

Wix

Delphi Tech

Toyota

Nissan

Honda

Tata Motor

GM

Ford

Daimler

Mahindra

Suzuki

Volvo

BAIC

SAIC Motor

Great Wall

Fiat Chrysler

BMW

Geely

Spotify

Tenneco

GKN

Volkswagen

iQiyi

Adyen

Pluralsight

Avast

DocuSign

Dropbox

Razer

Xiaomi

CATL

Meituan Dianping

Sonos

Pinduoduo

Pivotal Software

Avaya

Rambus

Attunity

EchoStar

GTT

Conduent

Honeywell

Verifone

Verint Systems

Verisign

Verizon

Viacom

Viavi

Vipshop

Visa

Visionchina Media

Vivendi

VMware

Vodacom

Vodafone

Vonage

Voxeljet

WANdisco

Web.com

Webzen

Weibo

Westell Technologies

Western Digital

Windstream

Wipro

Wirecard

Wistron

Wistron NeWeb

Wolters Kluwer

Workday

Workiva

Worldline

Worldpay

WPP

Xero

Xerox

Xilinx

Xing

Xunlei

Yageo

Yahoo! Japan

Yandex

Yaskawa

Yelp

Yirendai

Yoox Net-A-Porter

Youku Tudou

Young Fast Optoelectronic

YuMe

YY

Zalando

Zayo

Zee Entertainment

Zendesk

Zhaopin

Zillow

ZPG

ZTE

Zynga

Altera

Aruba Networks

Atlassian

Betfair

CMC

Colt

CSR

Dealertrack

Freescale

Homeaway

Innovation Group

Jazztel

King

Millennial Media

PMC Sierra

SanDisk

SCMP Group

Shanda Games

Stats ChipPac

Telecity

Xoom

Zulily

Pegasystems

Euromoney

Live Nation

Liberty Broadband

Vuzix

Takeaway.com

Keysight Tech

Wayfair

TDK

Etsy

Gartner

Moody’s

Morningstar

Forrester Research

Applied Optoelectronics

Oclaro

NeoPhotonics

EPAM Systems

Luxoft

Rohm

Infinera

Fabrinet

Macom

Delivery Hero

Tian Ge

Baozun

Cloudera

DXC Tech

MuleSoft

Okta

Alteryx

Appian

Mellanox

Accton

Acacia Comms

Rovio

Bandai Namco

CD Projekt

Com2uS

CyberAgent

Frontier Developments

Game Digital

GameStop

Marvelous

NetMarble Games

Paradox Interactive

Sega Sammy

Wix

Delphi Tech

Toyota

Nissan

Honda

Tata Motor

GM

Ford

Daimler

Mahindra

Suzuki

Volvo

BAIC

SAIC Motor

Great Wall

Fiat Chrysler

BMW

Geely

Spotify

Tenneco

GKN

Volkswagen

iQiyi

Adyen

Pluralsight

Avast

DocuSign

Dropbox

Razer

Xiaomi

CATL

Meituan Dianping

Sonos

Pinduoduo

Pivotal Software

Avaya

Rambus

Attunity

EchoStar

GTT

Conduent

Honeywell

Table of Contents

Introduction

Hardware

Software

Services

Internet & Media

Telecoms

Appendix: Our “thematic” research methodology

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