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2020-12-01 Tech, Media, and Telecom Themes 2021 – Thematic Research
IT&Telecom/Telecom SVCs
GlobalData

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< Key Hightlight >

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 

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