Tech, Media and Telecom (TMT) Predictions 2021 – Thematic Research

In this report, we identify the top 30 themes that will impact the technology, media, and telecoms (TMT) sector in 2021. For each theme, we offer a series of predictions, identify winners and losers, and point you to further reading.

Scope

We classify our top 30 themes for 2021 into three groupings. The major technology themes impacting the TMT sector in 2021 will be: artificial intelligence (AI), cybersecurity, quantum computing, cloud computing, edge computing, 5G, Industry 4.0, consumer Internet of Things (consumer IoT), cloud gaming, esports, video streaming, software defined everything (SDE), fintech, ecommerce, augmented reality (AR), electric vehicles, autonomous vehicles, blockchain, healthtech, and space economy.

The major macroeconomic themes impacting the TMT sector in 2021 will be: COVID-19, sustainability, the future of work, geopolitics, social media, M&A, and Generation Hashtag.

The major regulatory themes impacting the TMT sector in 2021 will be data privacy, antitrust, and misinformation.

Key Highlights

This TMT Predictions 2021 report identifies the top 30 themes that will impact the TMT sector in 2021. For each theme, we offer a series of predictions, identify winners and losers, and point you to further reading.

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.

This report is a multi-theme report organized by theme. It covers 30 themes, drawn from technology, macroeconomics, and regulation. It should be read in conjunction with another multi-theme report, Tech, Media, & Telecom Themes 2021, which is organized by sector.

Companies mentioned

Alphabet

Amazon

Microsoft

Alibaba

Baidu

Apple

Tencent

Facebook

IBM

Darktrace

Fortinet

Palo Alto Networks

Intel

Honeywell

D-Wave

Vmware

Oracle

HPE

Salesforce

ServiceNow

Huawei

Ericsson

Nokia

Samsung Electronics

Qualcomm

AT&T

Verizon

SK Telekom

KT

T-Mobile USA

China Mobile

Comcast

Digi

Cox

Lumen

Bharti Airtel

Charter Communication

SAP

Fanuc

Siemens

OSISoft

Schneider Electric

ABB

PTC

Yokogawa Electric

Rockwell Automation

Danaher

Software AG

Garmin

Huami

Fitbit

Bose

GN Group

Fossil

Sony

Lenovo

Sennheiser

Ecobee

Tado

LIFX

Nvidia

Ubisoft

Perfect World

Electronic Arts

Valve

Nintendo

Vivendi

Activision Blizzard

Netmarble

Nexon

Square Enix

Take-Two Interactive

Krafton

Modern Times Group

NetEase

IGG

Konami

Sega Sammy

iQiyi

Disney

ByteDance

Comcast

Rakuten

M6

Mediaset

TF1

Cineworld

Cineplex

ProSiebenSat.1

AMC Networks

Atresmedia

Discovery

ViacomCBS

Grupo Televisa

RTL

Lionsgate Entertainment

ITV

Zee Entertainment

Cisco

Arista Networks

Broadcom

Xilinx

Ant Group

TransferWise

Fiserv

Square

Stripe

PayPal

Robinhood

Klarna

Adyen

Revolut

ASOS

AO.com

Delivery Hero

DoorDash

JD.com

Meituan Dianping

MercadoLibre

Netflix

Ocado

Pinduoduo

Shopify

Spotify

Suning

Vipshop

Walmart

Zalando

Vuzix

Magic Leap

HTC

Tesla

General Motors

VW

Daimler

BYD

Great Wall

SAIC

Geely

CATL

LG Chem

Panasonic

Samsung SDI

Tenneco

Fiat Chrysler Automobiles

Didi Chuxing

Yandex

Velodyne Lidar

LeddarTech

Uber

BMW

Mercedes-Benz

Accenture

EY

Teladoc

Amwell

Orexo

Pfizer

BioNTech

Moderna

AstraZeneca

Boeing

China Aerospace Science and Technology Corp

China Aerospace Science and Industry Corp

Northrup-Grumman

Airbus

SpaceX

Lockheed Martin

Blue Origin

Virgin

Waterstones

Casino Guichard

Greene King

Wetherspoons

Renren

Yelp

Yahoo! Japan

New Work

Mixi

Parler

Just Eat Takeaway

Match Group

Weibo

Gannett

New York Times

News Corp

Daily Mail & General Trust

Lagardère

Quebecor

Wiley

Wolters Kluwer

Schibsted

Meredith

Sina

AMS

Qorvo

Ambarella

Cognex

Graphcore

Cambricon

Microchip

NXP

Semtech

Infinera

NeoPhotonics

Nippon Ceramic

Omron

Harmonic Drive

Nabtesco

3D Systems

Stratasys

Autodesk

PTC

Dassault Systèmes

Splunk

Alteryx

Domo

OpenText

Cornerstone OnDemand

Workday

Paylocity

Cloudera

Citrix Systems

SecureWorks

FireEye

Varonis

Box

Dropbox

Twilio

Zoom

Criteo

ChannelAdvisor

Marchex

Table of Contents

Executive summary

2021 theme map

Technology themes

Macroeconomic themes

Regulatory themes

Glossary

Further reading

Thematic methodology

    Pricing

Discounts available for multiple report purchases.

reportstore@globaldata.com
+44 20 7947 2745

Join our mailing list

Saved reports