written by ABI Research Senior Director Dimitris Mavrakis
This is part 3 of a series of blogs covering the NVIDIA GTC '22 event. You can read part 1 here and part 2 here.
This is part 2 of a series of blogs covering the NVIDIA GTC '22 event. You can read part 1 here and part 3 here.
This is part 1 of a series of blogs covering the NVIDIA GTC '22 event. You can read part 2 here and part 3 here.
The first article in this series discussed why telco operators need to reinvent themselves. In short, there are significant opportunities in both consumer and enterprise domains, but operators need to transform their platforms to address these new opportunities in an increasingly competitive environment. Despite the entry of hyperscalers in the telco domain, telco operators have the experience, physical assets, and technology expertise that no other entity has in the market. For example, current 5G cell sites are set up to transfer more than 200 Terabytes (TB) per day, a monumental feat considering any network, let alone wireless. In the fixed broadband space, connections transfer TB worth of data every day for consumers, especially if we consider 4K content and immersive applications. These require significant expertise that only telco operators possess.
The following market trends came from ABI Research’s Smart Apartments and Multiple Dwelling Units research analysis report.
Smart home technolgies have traditionally been offered by providers to homeowners in the Business-to-Consumer (B2C) space. However, within the last 5 years, there has been a shift toward offering smart devices and software to apartment owners/managers, with a Business-to-Business (B2B) marketing angle. The age of smart apartment solutions is well underway.
While many industries felt the intense ramifications of the global chip shortage, the government issued ID space has been mostly spared because vendors recognize the importance of citizens obtaining proper IDs and because the market is contract-based. Plus, the demand for IDs hasn’t exactly been soaring given travel restrictions, which is the driving factor behind purchasing a passport. However, as restrictions lift and people begin to travel and go out more, demand for smart ID cards will increase, presenting an emerging challenge in a world where chip supply isn’t expected to fully recover until late 2023 at the earliest.
Although the world is gradually crawling closer to a full escape from the clasp of COVID-19, some of the effects of the pandemic are still being felt in supply chain logistics. As a result of lingering issues, such as labor shortages and port holdups, suppliers are still struggling to meet satisfactory delivery windows.