Cognex is the technology company best positioned to benefit from future component makers disruption in the sector, according to GlobalData’s recent score card.
The US-based company comes top of the list in a ranking of overall leadership in the themes that matter most among component makers companies.
These themes, which can be defined as any issues that keep CEOs awake at night, describe technological, macroeconomic and industry-specific challenges that companies are currently facing, as well as the opportunities they create. GlobalData’s Thematic Research ecosystem identifies and tracks these challenges, and how they create the long-term winners and losers of the industry.
In the recent GlobalData score card Cognex ranked highly in several themes, particularly when it comes to Industrial Internet and Robotics, where it received top marks of five out of five.
Cognex received scores of four for Internet of Things, Mobile, M&A and China Impact; and three for Batteries, COVID-19, Electric Vehicles and 5G performances.
These scores represent GlobalData analysts’ assessments of the competitiveness of each company regarding a particular theme. They are then weighted based on their importance and used to create the final industry ranking.
Cognex is followed in GlobalData’s score card by Nippon Ceramic, CATL and Sunny Optical.
The interactive graphic below allows you to compare company ratings across the 10 themes in question. The higher up a company is on the list, the better positioned it is to weather disruption in the future, while the companies at the bottom are more vulnerable to disruptive threats.
Click on any of the companies to compare them across all the themes in our analysis.
Our analysis reveals that companies from Japan are some of the best-prepared players in the component makers game. Companies from China and Taiwan also performed well.
These scores are based on overall technology, macroeconomic and sector-specific leadership in 10 of the key themes that matter most to the mining industry and are generated by GlobalData analysts' assessments.
This article is based on GlobalData research figures as of 03 November, 2021. For more up to date figures, check the GlobalData website.