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Component Makers Scorecard - Thematic Research

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Details

Component Makers Scorecard-Thematic Research

Summary

The explosion of IoT-and in this context we regard mobile phones as a part of IoT-represents the biggest influence on the components market worldwide.

IoT devices are essentially a collection of connected sensor modules, communications chips, and GPS components. Cameras are increasingly part of the mix. This growth is driving research into environmental sensors (e.g., detecting gasses, temperature, humidity, particles, and other environmental phenomena like noise and vibration).

The electronic components market is highly cost competitive, a situation that favors Chinese mass manufacturers. So, as with other markets, the China factor will be one to watch closely and carefully.

Our thematic scoring methodology is designed to identify tomorrow's leaders rather than today's incumbents, based on their competitive position in the most important themes impacting their industry.

To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores-our thematic engine-to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.

Scope

- This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.

- It includes a theme map that shows the 60 biggest themes driving growth in the tech, media and telecom sectors.

- It explains how some of the largest listed players in the sector have performed over the last four years.

- It looks at major technology, macro-economic, and regulatory themes impacting component makers.

Reasons to buy

- Companies who invest in the right themes become success stories; those who miss the big themes end up as failures.

- Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector.

- However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries.

- This Component Makers Scorecard provides a top-down, comprehensive outlook for the key players in the components industry over the next two years, based on the key themes set to transform their industry landscape.

READ MORE

Table Of Content

Scope

Table of Contents

INTRODUCTION 3

Theme map 3

Sector performance 4

Company performance 4

THEMES 5

Technology themes 5

Macroeconomic themes 11

SECTOR SCORECARD: COMPONENT MAKERS 12

Who's who 12

Thematic screen 13

Valuation screen 14

Risk screen 15

APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY 16

Licence Rights

Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License: 
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

Section Purchase

To know more information on Purchase by Section, please send a mail to support@kenresearch.com

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Products and Companies


Companies

AAC Technologies

Altek

Amphenol

Anritsu

Aptiv

Asia Optical

AU Optronics

Autoliv

AVX

BAIC

Bizlink

BMW

Catcher Technology

Continental

Daimler

Delphi Tech

Denso

Exide

Fabrinet

Fiat Chrysler

FIH Mobile

Flex

Ford

Foxconn Tech

Geely

GM

GoerTek

Grammer

Great Wall

GS Yuasa

Hon Hai

Honda

Innolux

Japan Display

Joyson

Knowles

Kyocera

Largan

LG Display

Macom

Mahindra

Mobileye

Murata

NavInfo

Nippon Ceramic

Nissan

Pegatron

Qisda

SAIC Motor

Sebang Battery

Sensata

Sunny Optical

Suzhou Anjie

TE Connectivity

Tung Thih

Universal Display

Valeo

Venture Corp

Volkswagen

Yageo

Company Profile

Company Profile Title

Component Makers Scorecard-Thematic Research

Summary

The explosion of IoT-and in this context we regard mobile phones as a part of IoT-represents the biggest influence on the components market worldwide.

IoT devices are essentially a collection of connected sensor modules, communications chips, and GPS components. Cameras are increasingly part of the mix. This growth is driving research into environmental sensors (e.g., detecting gasses, temperature, humidity, particles, and other environmental phenomena like noise and vibration).

The electronic components market is highly cost competitive, a situation that favors Chinese mass manufacturers. So, as with other markets, the China factor will be one to watch closely and carefully.

Our thematic scoring methodology is designed to identify tomorrow's leaders rather than today's incumbents, based on their competitive position in the most important themes impacting their industry.

To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores-our thematic engine-to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.

Scope

- This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.

- It includes a theme map that shows the 60 biggest themes driving growth in the tech, media and telecom sectors.

- It explains how some of the largest listed players in the sector have performed over the last four years.

- It looks at major technology, macro-economic, and regulatory themes impacting component makers.

Reasons to buy

- Companies who invest in the right themes become success stories; those who miss the big themes end up as failures.

- Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector.

- However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries.

- This Component Makers Scorecard provides a top-down, comprehensive outlook for the key players in the components industry over the next two years, based on the key themes set to transform their industry landscape.

READ MORE

Scope

Table of Contents

INTRODUCTION 3

Theme map 3

Sector performance 4

Company performance 4

THEMES 5

Technology themes 5

Macroeconomic themes 11

SECTOR SCORECARD: COMPONENT MAKERS 12

Who's who 12

Thematic screen 13

Valuation screen 14

Risk screen 15

APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY 16

Single User License:
Report can be used by individual purchaser only

Site License:
Report can be shared by unlimited users within one corporate location, e.g. a regional office

Corporate User License: 
Report can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

To know more information on Purchase by Section, please send a mail to support@kenresearch.com

INQUIRE FOR COVID-19 IMPACT ANALYSIS


Companies

AAC Technologies

Altek

Amphenol

Anritsu

Aptiv

Asia Optical

AU Optronics

Autoliv

AVX

BAIC

Bizlink

BMW

Catcher Technology

Continental

Daimler

Delphi Tech

Denso

Exide

Fabrinet

Fiat Chrysler

FIH Mobile

Flex

Ford

Foxconn Tech

Geely

GM

GoerTek

Grammer

Great Wall

GS Yuasa

Hon Hai

Honda

Innolux

Japan Display

Joyson

Knowles

Kyocera

Largan

LG Display

Macom

Mahindra

Mobileye

Murata

NavInfo

Nippon Ceramic

Nissan

Pegatron

Qisda

SAIC Motor

Sebang Battery

Sensata

Sunny Optical

Suzhou Anjie

TE Connectivity

Tung Thih

Universal Display

Valeo

Venture Corp

Volkswagen

Yageo