TMT Predictions 2019

1_7_00zPMvzx_aNuGPP4pIOQIn this report we identify the top 30 themes impacting the Technology, Media and Telecoms (TMT) Sector this year, offering a series of predictions and identifies the likely winners and losers for each theme. Among the major themes for 2019 are artificial intelligence (AI), blockchain, 5G, virtual and augmented reality, and regulation.

Cyrus Mewawalla, Head of Thematic Research at GlobalData, commented:

“Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. At GlobalData, we have developed a unique thematic research ecosystem designed to take a holistic view of the big themes that impact companies across all industries.”

The graphic below depicts GlobalData’s 2019 TMT theme map. It highlights the big themes that are driving share prices for TMT companies and is the result of a series of interviews with senior industry executives and investors, reflecting an up-to-date view of the issues that keep them awake at night. This theme maps cover not only disruptive tech themes but also macroeconomic and regulatory themes.


2019 TMT Prediction Highlights:

  • Artificial Intelligence:
    The discussion around AI will become more balanced this year, although lurid media headlines will continue to whip up controversy and distort public perceptions of AI capabilities. The extent to which AI technologies have already embedded themselves into our everyday lives will become increasingly apparent, giving greater impetus to discussions around ethical concerns. However, concrete proposals to tackle issues such as privacy, consent, and bias will prove elusive.
  • Blockchain: 
    Most enterprise blockchain initiatives will fail as corporations discover that blockchain is not, in fact, magic. A key predictor of failure will be the way in which the project is described internally. If it is referred to as “the blockchain project” it will almost certainly fail, whereas those organizations that launch projects with a business outcome in mind stand a far higher chance of success.
  • 5G: 
    2019 will be the year of multiple 5G commercial launches, but with limited adoption due to minimal coverage, poor device availability and a lack of clearly differentiated 5G consumer use cases. By the end of the year, GlobalData estimates that there will be 7 million 5G subscriptions worldwide, representing just 0.08% of the global total.
  • Virtual Reality & Augmented Reality:
    VR and AR will not cross the chasm from early adopters and special use cases to the mass market in 2019, due to a lack of both content and reasonably-priced headsets and eyewear. AR will remain tightly integrated with iOS and Android smartphones. Mobile AR use cases will expand beyond games into areas like sport, health monitoring, marketing and merchandising.
  • Regulation: 
    The debate over how to ensure a better regulated and democratic internet will gain centre stage in 2019. Between China’s digital protectionism and the light-touch regulation of the US, the main initiatives will come from Europe and will target big tech companies in a number of key areas, such as tax avoidance, data privacy, legal status as a content platform, copyright, and net neutrality.


TMT Predictions 2019 – Thematic Research

Report Information:
Single User License Price: $1950
Published: February 2019
Publisher: GlobalData
Report Format: electronic pdf

Automotive Aftermarket – Global Industry Guide 2013-2022

AftermarketGlobal Automotive Aftermarket Industry Guide provides top-line qualitative and quantitative summary information including: sector size (value and volume 2014-18, and forecast to 2023). The profile also contains descriptions of the leading players including key financial metrics and analysis of competitive pressures within the sector.

Key Highlights:

The global automotive aftermarket sector is expected to generate total revenues of $1,005.8bn in 2018, representing a compound annual growth rate (CAGR) of 6.1% between 2014 and 2018.

Sector consumption volume is forecast to increase with a CAGR of 3.6% between 2014 and 2018, to reach a total of 21,296.5 million units in 2018.

Globally, the average age of vehicles is increasing; this has helped provide the aftermarket with an increasing amount of customers who are seeking to enhance the performance of their vehicles.

Key Questions Answered –

  • What was the size of the global automotive aftermarket sector by value in 2018?
  • What will be the size of the global automotive aftermarket sector in 2023?
  • What factors are affecting the strength of competition in the global automotive aftermarket sector?
  • How has the sector performed over the last five years?
  • What are the main segments that make up the global automotive aftermarket sector?


Automotive Aftermarket Global Group of Eight (G8) Industry Guide 2013-2022

Report Information:
Single User License Price: $1495
Published: Jan 2019
Publisher: MarketLine
Report Format: electronic pdf

Governance, Risk and Compliance


GlobalData presents latest Insurance report series on Governance, Risk and Compliance – providing detailed analysis of the insurance regulations for life, property, motor, liability, personal accident and health, and marine, aviation and transit insurance. The reports specify various requirements for the establishment and operation of insurance and reinsurance companies and intermediaries.

Each report brings together GlobalData’s research, modeling and analysis expertise, giving insurers access to information on prevailing insurance regulations, and recent and upcoming changes in the regulatory framework, taxation and legal system in the country. The reports also include the scope of non-admitted insurance in the country.

New Countries added to the Series

The US


























What’s in it for clients?
Each report provides insights into the governance, risk and compliance framework pertaining to the insurance industry, including –

  • The latest key changes, and changes expected in the country’s insurance regulatory framework.
  • Key regulations and market practices related to different types of insurance products in the country.
  • Rules and regulations pertaining to key classes of compulsory insurance, and the scope of non-admitted insurance.
  • Key parameters including licensing requirements, permitted foreign direct investment, minimum capital requirements, solvency and reserve requirements, and investment regulations.
  • Details of the tax and legal systems in the country.


Governance, Risk and Compliance

Report Information:
Published: 2019-18
Publisher: GlobalData
Report Format: electronic pdf

Global Construction Outlook to 2022 – Q4 2018 Update

GlobalData has revised downwards the forecast for growth in the global construction industry over the forecast period (2018-2022) to an annual average of 3.4% from 3.6% previously. The revision primarily reflects a weaker estimated outturn in 2018 in China and South Korea, which has pulled the forecast for growth in North-East Asia to 3.4%, as well as a flatter growth trend in the US. In real value terms (measured at constant 2017 prices and US$ exchange rates), global construction output is forecast to rise to US$12.9 trillion in 2022, up from US$10.9 trillion in 2017.

In the US, President Trump hopes to speed up growth in the US economy by cutting taxes, slashing regulation and increasing infrastructure spending; so far, however, much of Trump’s economic agenda has not made it through Congress. GlobalData remains bearish over the political reality of the expanded US$1.5 trillion infrastructure plan, and does not expect to see such an enormous investment. Nevertheless, the construction outlook for the US in 2018-2019 remains solid, and GlobalData expects to see ongoing investment in the sector over the forecast period.

The Asia-Pacific region will continue to account for the largest share of the global construction industry, given that it includes the large markets of China, Japan and India. The pace of growth will slow, however, given the projected slowdown in China’s construction industry as well as weakness in South Korea. China’s government is expected to try to curb excessive investment and avoid a disorderly debt crisis, and as such is likely to reduce its spending on major infrastructure projects.

Global Construction Outlook to 2022 – Q4 2018 Update

Report Information:
Single User License Price: $4950
Published: Dec 2018
Publisher: GlobalData
Report Format: electronic pdf

Applications of Virtual Reality in Retail Industry


VR eliminates time and space limitations, and allows retailers to reach a wider audience. The virtual stores also allow shoppers from more remote areas to gain access to their favourite brands and products.

VR provides a completely immersive experience, with stores and products displayed in three dimensions in front of the user, on virtual shelves in the virtual store. Once the product is in front of them, consumers can get a truer sense of the look and style of the product.

VR enables retailers to not only strengthen their online business by offering a completely immersive, near-reality experience, but also promotes their brands and products to shoppers.

Virtual store technology is predicted to change ‘traditional’ retail completely. Online retail offers easy accessibility to products and brands, but doesn’t allow users to experience the actual look and size of the product in a 3D environment.

Virtual stores though enable shoppers to explore the vast range of products and also enables retailers to reach out to shoppers in remote areas without requiring new physical stores or additional staff. Virtual guide, an added feature in virtual stores, provides details of the products and their manufacturing background thus eliminating the need for additional staff support.

The report covers –

  • Areas of application of Virtual Reality in Retail Industry
  • Opportunities & Challenges in applications of Virtual Reality in Retail Industry
  • In-store Technology Advancements & Trends
  • Marketing & Promotions Case Studies
  • Virtual Stores & Payment Solutions


Applications of Virtual Reality in Retail Industry

Report Information:
Single User License Price: $800
Published: January 2019
Publisher: GlobalData
Report Format: electronic pdf