9 reports

RISK SCREEN: CONSUMER ELECTRONICS SECTOR On a risk basis, Samsung ranks ##th riskiest out of ## consumer electronics companies.

  • Consumer Electronics
  • Semiconductor
  • Analog Devices, Inc.
  • ASML Holding N.V.
  • Samsung Electronics Co., Ltd.

CONSUMER ELECTRONICS SECTOR SCORECARD Who' s who in the consumer electronics sector WHO DOES WHAT IN THE CONSUMER ELECTRONICS SPACE?

  • Consumer Electronics
  • Home Audio
  • Alibaba Group
  • Baidu, Inc.
  • Samsung Electronics Co., Ltd.

Most companies are impacted by multiple themes, many of which conflict with one another.

  • Computer Storage
  • Consumer Electronics
  • Analog Devices, Inc.
  • ASML Holding N.V.
  • Samsung Electronics Co., Ltd.

In theory, both should benefit as more consumers watch online TV.

  • Consumer Electronics
  • Web TV
  • Alibaba Group
  • AMC Networks Inc.
  • Samsung Electronics Co., Ltd.

In AI, for example, Amazon and Google are strong in the consumer sector because they have collected consumer data for years.

  • Consumer Electronics
  • Data Center
  • Alibaba Group
  • Broadcom Corporation
  • Samsung Electronics Co., Ltd.

It is a broad based supplier of ICs for smartphones, peripherals and consumer electronics products in general with China as its predominant market.

  • Consumer Electronics
  • Semiconductor
  • Analog Devices, Inc.
  • Broadcom Corporation
  • Samsung Electronics Co., Ltd.

IN AI, FOR EXAMPLE, AMAZON AND GOOGLE ARE STRONG IN THE CONSUMER SECTOR BECAUSE THEY HAVE COLLECTED CONSUMER DATA FOR YEARS.

  • Consumer Electronics
  • Data Center
  • ICT
  • Alibaba Group
  • Samsung Electronics Co., Ltd.

Voice will become one of the key investment themes of 2017.

  • Artificial Intelligence
  • Consumer Electronics
  • Baidu, Inc.
  • Facebook, Inc.
  • Samsung Electronics Co., Ltd.

Vendors claim rising household debt in Thailand to be dampening the demand for consumer goods, including consumer electronics.

  • Consumer Electronics
  • Philippines
  • Southeast Asia
  • Demand
  • Samsung Electronics Co., Ltd.