For 2018, the big tech themes are: machine learning, voice, data centres, cybersecurity, virtual & augmented reality, blockchain, cryptocurrencies, Internet TV, cloud computing, the Splinternet, the Internet of Things (including the automated home, autonomous vehicles, the industrial Internet, ambient commerce and the medical Internet of things), genomics, silicon photonics, 5G, robotics, the sharing economy, China, regulation, net neutrality, software defined networking, electric vehicles, batteries, 3D printing, quantum computing and M&A.
In this report, we look at the big tech themes for 2018, identifying winners and losers for each theme. Organised by theme, this report is one of two annually published ‘multi-theme’ reports; the other is the ‘Tech & Media Trends 2018‘ report, which is organised by sector.
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”. About our Thematic Research Ecosystem:
- The author has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in the author’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
- Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
- Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
- Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
- Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
3. DATA CENTRES
5. VIRTUAL & AUGMENTED REALITY
8. INTERNET TV
9. CLOUD COMPUTING
11. INTERNET OF THINGS
12. THE AUTOMATED HOME (IOT)
13. AUTONOMOUS VEHICLES (IOT)
14. INDUSTRIAL INTERNET (IOT)
15. AMBIENT COMMERCE (IOT)
16. MEDICAL INTERNET OF THINGS (IOT)
18. SILICON PHOTONICS
22. SHARING ECONOMY
23. (a) Net neutrality
23. (b) Tax avoidance
24. SOFTWARE DEFINED NETWORKING
25. ELECTRIC VEHICLES
27. 3D PRINTING
28. QUANTUM COMPUTING
30. GENERATION #HASHTAG
31. APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY
- Samsung Electronics
- SK Hynix
- Toshiba consortium
- Western Digital