Consumer Electronics
This sector focuses on manufacturing personal technology devices for the mass market, such as televisions, audio systems, and wearable technology.
Why it exists
Consumer electronics exist to package computing, sensing, and connectivity into mass-market devices.
Why it’s necessary
They are the primary interface between humans and the digital world.
Key components
Smartphones, tablets, wearables
Smart home devices
Embedded sensors & interfaces
Retail and carrier distribution
How to evaluate businesses
Brand strength, ecosystem lock-in, gross margins, replacement-cycle timing, and services attach rates define winners. The best firms monetize users long after the device sale.
How the industry could be improved
Longer device longevity, repairability, modular upgrades, privacy-forward design, and better integration between digital identity and physical hardware.