8 reports

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

  • Computer Storage
  • Consumer Electronics
  • China
  • Analog Devices, Inc.
  • NVIDIA Corporation

Power management chip designer Manufacturer of RF chips (formerly RF Micro Devices and Triquint Semi) Manufacturer of chips and licensor of CDMA chip technology Manufacturer of integrated circuits for use in consumer electronics A chip designer selling primarily to Japanese carmake

  • Consumer Electronics
  • Semiconductor
  • China
  • Intel Corporation
  • NVIDIA Corporation

The sensor market is crowded with many semiconductor and electronics components companies dabbling in it.

  • Artificial Intelligence
  • Consumer Electronics
  • China
  • Baidu, Inc.
  • NVIDIA Corporation

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
  • China
  • Alibaba Group
  • NVIDIA Corporation

The sensor market is crowded with many semiconductor and electronics components companies dabbling in it.

  • Artificial Intelligence
  • Consumer Electronics
  • China
  • Baidu, Inc.
  • NVIDIA Corporation

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
  • China
  • NVIDIA Corporation

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

  • Artificial Intelligence
  • Consumer Electronics
  • China
  • Baidu, Inc.
  • NVIDIA Corporation

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
  • China
  • Analog Devices, Inc.
  • NVIDIA Corporation