Component Makers Sector Scorecard Q1 2021 Update – Thematic Research

The leading positions in GlobalData’s thematic screen for the component makers sector are filled mainly by companies headquartered in East Asia. In all, 16 of the top 20 enterprises in our ranking are based in China, Japan, South Korea, or Taiwan. Three of the remaining four companies in the top 20 are from the US (Cognex, Sensata, and Universal Display), while the fourth, TE Connectivity, has headquarters in both the US and Switzerland (it trades on the New York stock exchange).

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the component makers sector over the next two years, based on the key themes set to transform their industry landscape.

Key Highlights

Following our Q1 review of thematic scores, one of the US-based companies, Cognex, has seen its position improve to second, up from seventh in Q4 2020. The company was negatively impacted by the COVID-19 pandemic, with sales in the six months to the end of June 2020 dropping 10% on the same period of the previous year. However, an increase in demand from customers in the consumer electronics and logistics industries, directly related to the stay-at-home orders implemented to halt the spread of COVID-19, has driven a strong recovery. Cognex ended 2020 with annual revenues up 12% on the previous year, and it reported record first-quarter revenues in the three months to the end of March 2021. Consequently, Cognex’s thematic score for the COVID-19 theme has been upgraded to a 3 from a 2.

Reasons to buy

Companies that invest in the right themes become success stories; those that 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 that invade your sector.

To help our clients gain a competitive advantage, we have developed GlobalData’s thematic research ecosystem. This single, integrated global research platform provides an easy-to-use framework for tracking all themes across all companies in all sectors.

This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats.

Companies mentioned

AAC Technologies

Amphenol

Anritsu

Asahi Glass

Asia Optical

AU Optronics

Bizlink

Canon

Catcher Technology

CATL

Cognex

Corning

Fabrinet

FIH Mobile

Flex

GoerTek

Harmonic Drive

Himax

Hon Hai

Innolux

Jabil

Japan Display

Keyence

Kyocera

Largan

LG Chem

LG Display

Murata

Nabtesco

NavInfo

Nikon

Nippon Ceramic

Panasonic

Pegatron

Qisda

Samsung SDI

Sensata

Sony

Sunny Optical

Synaptics

TDK

TE Connectivity

TPK

Umicore

Universal Display

Venture Corp

Yageo

Table of Contents

Executive summary

Introduction

Sector performance

Component makers sector scorecard

Thematic methodology

    Pricing

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