GlobalData has used its exclusive theme-based analysis to identify the semiconductor companies which are best placed to succeed in the future based on their strength in ambient commerce.

Ambient commerce describes a new form of shopping which makes use of sensors coupled with artificial intelligence (AI) to help customers select and pay for their goods without the need for keyboards or cash registers.

Ambient commerce has been identified by GlobalData as one of the top ten themes that will impact the semiconductor sector over the next two years.

The other nine are data centres, artificial intelligence (AI), high-performance computing, self-driving cars, industrial internet, gaming, 5G, M&A and geopolitics.

Viewing the world’s data by ‘themes’ makes it easier to make important decisions.

The semiconductor companies given the highest thematic weighting by GlobalData for ambient commerce are: Intel, Microsoft, Alibaba and Amazon.

GlobalData’s thematic research team has developed a ‘thematic engine’ which is designed to identify tomorrow’s tech leaders rather than today’s tech incumbents, based on their competitive position in the most important themes impacting their industry. The GlobalData thematic engine spans 15 key technology sectors – from semiconductors to consumer electronics to enterprise software – and covers over 60 themes.

What does ambient commerce mean for the semiconductor sector? 

Ambient commerce offers a vision of frictionless commerce where computer vision, sensors and machine learning technologies enable customers to ‘grab and go.’

It challenges the convention that shopping remains a predominantly offline affair. The companies that flourish will be those that have at their disposal the keenest, most up-to-date data sets about human shopping behaviour in general and their own existing and target customers in particular.

These companies will typically embed ambient computing and vast arrays of sensors in their stores linked to analytical and machine learning algorithms. Ambient commerce will also drive expenditure on IoT connected devices and on IoT software and services in the retail sector.

The full universe of 57 semiconductor companies covered by GlobalData’s Semiconductor Sector Scorecard are:

  1. Aixtron
  2. Alibaba
  3. Alphabet
  4. Amazon
  5. AMD
  6. AMS
  7. Analog Devices
  8. Apple
  9. ASML Holding
  10. Baidu
  11. Barefoot Networks
  12. Broadcom
  13. Cambricon
  14. Cirrus Logic
  15. Cypress
  16. Dialog
  17. Diodes
  18. Graphcore
  19. Himax
  20. IBM
  21. Infineon
  22. Intel
  23. Marvell
  24. Maxim
  25. MediaTek
  26. Melexis
  27. Mellanox
  28. Microchip
  29. Micron
  30. Microsoft
  31. Monolithic Power Systems
  32. Nanya Tech
  33. Nvidia
  34. NXP
  35. On Semiconductor
  36. Qorvo
  37. Qualcomm
  38. Realtek Semiconductor
  39. Renesas
  40. Rohm
  41. Samsung Electronics
  42. Silicon Labs
  43. Silicon Motion
  44. SK Hynix
  45. Skyworks
  46. SMIC
  47. Softbank
  48. STMicroelectronics
  49. Teradyne
  50. Tesla
  51. Texas Instruments
  52. Tokyo Electron
  53. TSMC
  54. UMC
  55. Vanguard
  56. Xilinx
  57. Zeno

About GlobalData thematic research

Incumbents in virtually every industry are facing game-changing disruption from innovative new platforms and those organisations that fail to spot the threat and make it a core competency risk extinction.

With so many disruptive technologies impacting so many industries, companies are already struggling to identify the technology partners that can help them transform their business in a digitised world.

To help, GlobalData has developed a Thematic Research ecosystem, a single integrated global research platform that provides a framework for tracking all themes across all companies in all sectors.

GlobalData’s full thematic methodology is available here.

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