TMT Predictions 2020 – Thematic Research

In this report, we identify the top 20 themes that will impact the technology, media, and telecoms (TMT) sector in 2020. For each theme, we offer a series of predictions, identify winners and losers, and point you to further reading. For 2020, the major themes are: artificial intelligence (AI), 5G, software-defined everything, cloud computing, Internet of Things (IoT), autonomous vehicles, robotics, cybersecurity, 3D printing, blockchain, quantum computing, internet TV, esports, virtual and augmented reality, Generation Hashtag, the future of work, geopolitics, sustainability, M&A, and regulation.

Scope

This TMT Predictions 2020 report identifies the top 20 themes that will impact the technology, media, and telecom sectors in 2020.

For each theme, we offer a series of predictions, identify winners, and losers and point you to further reading.

Key Highlights

This report contains predictions on major themes like AI, IoT, 5G, cloud computing, sustainability, and more.

It also identifies the winners and losers across 20 themes, giving an invaluable insight into the companies best positioned to take advantage of disruptive themes and those that are at risk of being left behind.

Reasons to buy

Companies who 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.

Companies mentioned

Accenture

Activision

Blizzard

Airbnb

Alibaba

Amazon

AMC Networks

Arm

Asos

AT&T

Baidu

BASF

Bloomberg

Boohoo

Bosch

BritishTelecom

Bruckhaus

ChannelAdvisor

China Mobile

Ciena

Cisco

Citrix

ComScore

Criteo

Cylance

Daily Mail

Darktrace

Delivery Hero

Dell

Denso

Deringer

Deutsche Telekom

Didi Chuxing

Disney

DJI

D-Wave

Ecovacs

Electronic Arts

Ericsson

HP

Expedia

EY

Facebook (Oculus)

Fairfax Media

Freshfield

Fujitsu

Geely-Volvo

General Trust

GM

Google

Grubhub

Havas

Hitachi

HPE

HTC

Huawei

IBM

Intel

Interpublic

IonQ

IQiyi

ITV

Juniper

Korea Telecom

Linklaters

Lions Gate Entertainment

Lyft

Marchex

Match Group

Microsoft

Netflix

New York Times

News Corp

Nokia

Nvidia

Ocado

OnePlus

Oracle

Orange

Pinterest

Pony.ai

ProSiebenSat.1

PTC

Publicis

Qualcomm

Rakuten

Reach

Rigetti

Rightmove

Rockwell Automation

Samsung

Sanoma

SAP

Shopify

SK Telecom

Slack

Softbank (Arm)

Sony

Tegna

Telecom Italia

Telefonica

Tencent

Tesla

Toyota

Uber

Valve

Velodyne

Verizon

VMware

Vodafone

VW

WPP

Xing

Zalando

ZTE

Table of Contents

2020 theme map

1 Artificial intelligence

2 5G

3 Software-defined everything

4 Cloud computing

5 Internet of Things

6 Autonomous vehicles

7 Robotics

8 Cybersecurity

9 3D printing

10 Blockchain

11 Quantum computing

12 Internet TV

13 Esports

14 Virtual and augmented reality

15 Generation Hashtag

16 The future of work

17 Geopolitics

18 Sustainability

19 M&A

20 Regulation

Glossary

Appendix: Our thematic research methodology

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