GlobalData announced that it has developed a Thematic Research ecosystem, a single integrated global research platform that was designed to provide a framework for tracking all themes across all companies in all sectors with the intent of helping companies to identify technology partners that can help them transform their business in a digitized world.
At the heart of the ecosystem is a “thematic engine,” which provides an indicator of future performance, ranking companies on the basis of overall leadership in the most important themes impacting their industry. The engine tracks 600 technology, media, and telecom companies against more than 50 themes, generating over 30,000 thematic scores. The algorithms in the thematic engine create sector scorecards designed to predict tomorrow’s leaders in each sector.
Intel, Google, and Nvidia are among the leading chip companies in the autonomous vehicles theme and are well positioned to disrupt the automotive industry, according to GlobalData’s thematic scorecard for the semiconductor sector.
GlobalData Head of Thematic Research Cyrus Mewawalla commented, “Viewing the world’s data by ‘themes’ makes it easier to make important decisions.
“The global automotive industry—worth $3.5 trillion in annual revenues—faces four concurrent disruptive threats: the connected car, the electric vehicle, autonomous driving technology, and the concept of transport-as-a-service.
“Each threat is potentially existential to legacy carmakers who operate in a low-growth, low-margin sector that rattles with over capacity, and which is seeing its supply lines reset by cumulative advances in enabling technologies typically deployed by Tier 1 automobile subsystem suppliers.”
According to GlobalData’s latest Semiconductor Sector Scorecard, autonomous vehicles is one of the top 10 themes that will impact the semiconductor sector over the next two years.
Other semiconductor companies given the highest thematic score for autonomous vehicles are STMicroelectronics, Texas Instruments, Baidu, Analog Devices, Rohm, Aixtron, Renesas, NXP, Infineon, Tesla, Melexis, On Semiconductor, Skyworks, and Silicon Labs.
The topic of autonomous vehicles is one of over 50 critical themes driving growth in tech, media, and telecoms (TMT). Other key themes are artificial intelligence (AI), cybersecurity, e-commerce, cloud, Brexit, and 5G.