Consumer Electronics Sector Scorecard Q1 2021 Update – Thematic Research

Amazon has taken top over the top spot in GlobalData’s thematic screen for the consumer electronics sector following our Q1 2021 review. The company’s superior score for the COVID-19 theme (its rating is 5 out of 5, while Apple’s is 4 out of 5) was the clinching factor. Nevertheless, Apple is better placed than Amazon in key themes like wearable tech and virtual and augmented reality.

Scope

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

Key Highlights

Sony has moved up two places to fourth following our latest review of thematic scores. The company weathered the storm of COVID-19 well, with its game and network services division performing exceptionally well. The increase in demand for gaming during lockdowns drove sales up 34%. Sony has also benefited from the launch of the PlayStation 5 in November 2020.

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

3D Systems

Acer

Alarm.com

Alibaba

Alphabet

Amazon

Apple

Asus

Baidu

Blackberry

Canon

Compal

Control4

Dell

DJI

Facebook

Garmin

GoPro

Honeywell

HP

HTC

Huawei

Inventec

iRobot

Lenovo

LG Electronics

Logitech

Magic Leap

Microsoft

Nikon

Ningbo Bird

Nintendo

Panasonic

Parrot

Quanta Computer

Ricoh

Samsung Electronics

Seiko Epson

Sharp

Sonos

Sony

Stratasys

TomTom

Toshiba

Vuzix

Wistron

Xiaomi

Yuneec

ZTE

Table of Contents

Executive summary

Introduction

Sector performance

Consumer electronics sector scorecard

Thematic methodology

    Pricing

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