Strategic Intelligence: Component Makers Sector Scorecard Q2 2025 Update

Time is running out for component makers before the reintroduction of US tariffs. The exact levels of tariffs will depend on individual country’s negotiations with the White House. The likelihood is that tariffs will distort the automotive market, increase vehicle prices, and reduce demand for new vehicles. The tariffs are also likely to reduce non-US manufacturers’ profits. The costs will be mostly borne by consumers, who will face higher prices. The uncertainty wrought by tariffs means that all companies in the analyst’s component makers sector scorecard score 2 out of 5 for the tariffs theme, implying that the theme will be detrimental to their future performance.

The thematic screen of the component makers sector scorecard reflects some merger and acquisition (M&A) activity among key players. Chinese acoustic components company GoerTek, founded in June 2001 by the billionaire entrepreneur Jiang Bin, has found itself in the sights of Hon Hai Technology Group (also known as Foxconn). Hon Hai, through its subsidiary New Wing Interconnect Technology, announced in February 2025 that it had acquired a 25% equity stake in GoerTek Electronics Vietnam for $50 million.

Scope

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

Reasons to Buy

• Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
• The analyst's thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition and secure that all-important competitive advantage.
• The analyst has developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
• First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
• Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
• Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.