Tech, Media, and Telecom Themes 2021 – Thematic Research

If you’re worried about the pace of innovation in your industry, then this report will help you identify which tech vendors can help you. Inside, we provide a top-down, comprehensive outlook for the top 600 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 tech in 2021.

The impact of the pandemic on TMT companies has been mixed COVID-19 has had both positive and negative impacts on the TMT sector.

Cloud services providers and cybersecurity experts benefited from the global shift to remote working, while demand for entertainment, from gaming to video streaming, surged as people confined to their homes tried to keep themselves entertained. Ecommerce platforms found themselves overwhelmed as store closures and restrictions on movement forced customers online.

At the same time, companies across the TMT industry experienced significant supply chain disruption, forcing them to delay product launches and leaving many struggling to meet customer demand. Many enterprise IT projects have been either delayed or canceled, with consequences for IT services, infrastructure, and application software companies.

Cyrus Mewawalla, Head of Thematic Research at GlobalData, comments: “Targeted, tactical digital transformation will be vital for companies to survive in the new world. This is good news for IT services, infrastructure and application software companies, which have struggled in 2020 as many enterprise IT projects have been delayed, scaled back, or cancelled. The way we work, shop, eat, seek medical advice, socialize, and entertain ourselves has fundamentally changed, and there is no going back. Like all industries, the technology, media, and telecoms (TMT) sector must plan for multiple eventualities.”

Scope

At 175 pages, this book is the most concise tech themes reference guide you will read in 2021. Written by more than 40 of the world’s leading tech experts, GlobalData’s TMT Themes 2021 report will help you look credible when talking about tech in your industry.

Inside, we tell you everything you need to know about disruptive tech themes and which companies are best placed to help you digitally transform your business.

Key Highlights

COVID-19 has transformed our lives forever. The way we work, shop, eat, seek medical advice, socialize, and entertain ourselves has fundamentally changed, and there is no going back.

Technology will have a vital role to play in our recovery from the pandemic. Businesses may prefer to delay ambitious digital transformation projects, but that would be a mistake.

History shows that those companies that tech-enable their businesses during a recession tend to become more resilient to future shocks.

Reasons to buy

You will not find a better guide to tech in 2021.

Discover who are the leading vendors across tech, media, and telecoms.

Our analysts have 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.

History shows that companies that tech-enable their businesses during a recession tend to become more resilient to future shocks.

Companies mentioned

21 Vianet

3D Systems

58.com

AAC Technologies

ABB

Acacia Comms

Accenture

Accton

Acer

Activision Blizzard

Adobe

Adtran

Advance

Advanced Info Service

Airbnb

Aixtron

Akamai

Alarm.com

Alcatel-Lucent Enterprise

Alibaba

Alliance Data Systems

Alphabet

Alteryx

Altice

Amazon

Ambarella

AMC Networks

AMD

Amdocs

America Movil

Amphenol

AMS

Analog Devices

ANGI Homeservices

Anritsu

Ansys

AO.com

Apple

Arista Networks

Asahi Glass

Asia Optical

ASML Holding

ASOS

Asus

AT&T

Atos

Atresmedia

AU Optronics

Autodesk

Autohome

Aveva

Axel Springer

B2W Cia Digital

BAE Systems

Baidu

Bandai Namco

Baozun

BCE

Bentley Systems

Bertelsmann

Bharti Airtel

Bitauto

Bizlink

Blackbaud

Blackberry

Blackline

Bloomberg

Boohoo.com

Booking Holdings

Bosch

Box

Boyaa

Broadcom

BT

Bureau Veritas

ByteDance

Cadence Design Sys

Calix

Cambricon

Canon

Canonical

Capcom

Capgemini

Carsales.com

Casa Systems

Catcher Technology

CATL

CGI

ChannelAdvisor

Charter Communication

Check Point Software

Chegg

Cheil

China Literature

China Mobile

China Telecom

China Unicom

Chunghwa Telecom

Ciena

Cineworld

Cirrus Logic

Cisco

Citrix Systems

Clarivate

Clear Channel

Cloudera

Cognex

Cognizant

Colopl

Comcast

CommScope

CommVault

Compal

Computacenter

comScore

Conduent

Constellation Software

Control4

Corning

Coupa

Cox

Criteo

CrowdStrike

CyberArk Software

Cyberdyne

Daily Mail & General Trust

Danaher

Darktrace

Dassault Systemes

Dawning

Deliveroo

Delivery Hero

Dell

DeNA

Dentsu

Deutsche Telekom

Dialog

Didi Chuxing

Digi

Digital Realty

Diodes

Discovery

Dish Network

DJI

DocuSign

Dropbox

DXC Tech

eBay

Electronic Arts

Emerson Electric

Entertainment One

EPAM Systems

Epic Games

Equifax

Equinix

Ericsson

Etisalat

Etsy

Euromoney

Exabeam

Expedia

Experian

Extreme Networks

F5 Networks

Fabrinet

Facebook

FactSet

Fang

Fanuc

FICO

FIH Mobile

FireEye

Fitbit

Flex

Fortinet

F-Secure

Fuji Media

Fujitsu

Gamevil

Gannett

Garmin

GE

Genpact

Globe Telecom

Glu Mobile

GoDaddy

GoerTek

GoPro

Graphcore

Gree

Groupon

GrubHub

Grupo Televisa

Guardian Media Group

GungHo Online

Harmonic

Harmonic Drive

HCL Technologies

Hikvision

Himax

Hitachi

HollySys Automation

Holtzbrinck Publishing

Hon Hai

Honeywell

HP

HP Enterprise

HTC

Huawei

HubSpot

IAC Interactive

IBM

iFlytek

IGG

IHS Markit

Iliad

Indra

Infineon

Infinera

Info Edge India

Informa

Infosys

Ingenico

Innolux

Inspur Electronic

Intel

InterDigital

Interpublic

Intuit

Intuitive Surgical

Inventec

iQiyi

iRobot

ITV

Jabil

Japan Display

JC Decaux

JD.com

Juniper Networks

Just Dial

Just Eat Takeaway.com

Kakaku

Kakao

Kawasaki Heavy

KDDI

Keyence

Kingsoft

Konami

Korea Telecom

KPN

KUKA

Kyocera

Lagardere

Lamar Advertising

Largan

Lenovo

LG Chem

LG Display

LG Electronics

Line

Lions Gate Entertainment

Live Nation

LivePerson

Logitech

Lumen

Lyft

M&C Saatchi

M1

M6-Metropole TV

Magic Leap

Mail.Ru

MakeMyTrip

Marchex

Marvell

Mastercard

Match

Mavenir

Maxim

Maxis

McAfee

McGraw-Hill

Mediaset

MediaTek

Meituan Dianping

Melexis

MercadoLibre

Meredith

Micro Focus

Microchip

Micron

Microsoft

Mimecast

Mirantis

Mitsubishi Electric

Mixi

Mobile Iron

Mobily

Modern Times Group

Momo

MoneySuperMarket

Monolithic Power Systems

Moody’s

Morningstar

Motorola Solutions

Mphasis

MTN Group

Murata

Nabtesco

Nachi Fujikoshi

Nanya Tech

Naspers

Naver

NavInfo

NCC

NCSoft

NEC

NetApp

NetEase

Netflix

Netgear

Netmarble

Network 18 Media

Neusoft

New Relic

New Work

New York Times

News Corp

Nexon

Nexstar

Nielsen

Nikon

Ningbo Bird

Nintendo

Nippon Ceramic

Nippon TV

Nokia

NTT

NTT Data

NTT DoCoMo

Nuance Communications

Nutanix

Nvidia

NXP

Ocado

Okta

Olympus

Omnicom

Omron

On Semiconductor

Ooredoo

Open Text

Oracle

Orange

OSIsoft

Outfront Media

Palantir

Palo Alto Networks

Panasonic

Parler

Parrot

PayPal

Pearson

Pegatron

Perfect World

Phoenix Publishing & Media

Pinduoduo

Pinterest

Pivot3

Platform9

Playtech

PLDT

Progress Software

ProofPoint

ProSiebenSat.1

Proximus

PTC

Publicis

Pure Storage

Purplebricks

Qisda

Qorvo

Qualcomm

Qualys

Quanta Computer

Quebecor

Rackspace Technology

Rakuten

Rapid7

Raytheon Technologies

Razer

Rea Group

Realtek Semiconductor

Reliance Industries

Relx

Renesas

Renren

Ribbon Comms

Ricoh

Rightmove

RingCentral

Rocket Internet

Rockwell Automation

Rogers Comms

Rohm

Roper Technologies

Royal Philips

RTL

Rubicon Project

S&P Global

Sage

SAGE Publishing

SAIC

Salesforce

Samsung Electronics

Samsung SDI

SAP

Saudi Telecom

Schibsted

Schneider Electric

Scholastic

Sea

Seagate

SecureWorks

Securonix

Sega Sammy

Seiko Epson

Sensata

ServiceNow

Sharp

Shopify

Siasun Robot

Siemens

Silicon Labs

Silicon Motion

Sina

SingTel

Sirius XM Radio

SK Hynix

SK Telecom

Skyworks

Slack

SMIC

Snap

Snowflake

Softbank

Software AG

Sohu

Sonos

Sony

Sophos

Sopra Steria

Spark New Zealand

Splunk

Spotify

Square Enix

STMicroelectronics

Stratasys

Stryker

Sun TV Network

Sunny Optical

SUSE

Swisscom

Synaptics

Take-Two Interactive

TAL Education

Tata Communications

Tata Consultancy Services

TDK

TE Connectivity

Tech Mahindra

Technicolor

Tegna

Telecom Italia

Telefonica

Telekom Malaysia

Telekomunikasi Indonesia

Telenor

Television Broadcasts

Telia

Telit

Telstra

Telus

Tencent

Tencent Music

Teradata

Teradyne

Tesla

Texas Instruments

Thales

Thomson Reuters

Tibco Software

Tieto

T-Mobile USA

Tokyo Electron

TomTom

Toshiba

TPK

Trade Desk

TransUnion

Trend Micro

Trip.com

TripAdvisor

TSMC

TV Francaise (T.F.1)

Twilio

Twitter

Uber

Ubiquiti Networks

Ubisoft

UMC

Umicore

United Internet

Universal Display

US Cellular

Valve Corp

Vanguard

Vecima

Venture Corp

Verisk Analytics

Verizon

ViacomCBS

VIP.com

Visa

Vivendi

VMware

Vodacom

Vodafone

Vonage

Vuzix

Walmart

Walt Disney

Webzen

Weibo

Western Digital

Wiley

Wipro

Wistron

Wolters Kluwer

Workday

Workiva

World Wide Tech

WPP

Xero

Xiaomi

Xilinx

Yageo

Yahoo! Japan

Yandex

Yelp

Yokogawa Electric

Yuneec

YY

Zain

Zalando

Zee Entertainment

Zendesk

Zeno

Zillow

Zoom

ZOZO

Zscaler

ZTE

Zynga

Table of Contents

Executive summary

2021 TMT theme map

2020 TMT sector performance

Hardware

Software and services

Internet and media

Telecoms

Thematic methodology

    Pricing

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