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A thesis is the acquisition and dissemination of new knowledge. In order to demonstrate this the author must demonstrate that they understand what the relevant state of the art is and what the strengths and weaknesses of the SoA are. For someone's work to be knowledge there must be a demonstration that suitable and systematic methods were used to evaluate the chosen hypothesis. It is important that "new" is not just new to the researcher, but also new to the community - PhDs were sometimes in the past failed because a paper was published by another researcher a few weeks previously dealing with the same work. I don't believe this is as common today, but novelty/originality/new understanding/marshalling existing ideas in ways that provide new insights is what it is all about.
Notes
A PhD made up on only critical assessment may be possible (for UCL) but is extremely difficult. Average, good, size for a thesis is 150 pages all in. Perhaps up to 50 extra pages for a big appendix and bibliography. Beware of the trend to write long and boring doctorates (papers, &c), improve your communications skills. Another important datapoint: 2-3 conference, or 1-2 journal papers in respectable (ACM, IEEE, IOP like) places are good enough for chapters 4,5,6, and therefore the core of a PhD - testing by publication is a VERY good defense (or defence). Also note that the feedback from reviewers is extremely helpful, so all PhD students should be trying to publish their work (the feedback is even more useful when your submissions don't get published!).
Always think - Presentation. Be precise in all things, esp: the statement of the problem, the solution, methods and frameworks. Thoroughness == scientific method. You must show proof that your contributions are valid. Chapter headings - use 7 or 9! An odd number of (total) chapters gives a balanced appearance to the work (CC has a reference to back this up).