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Thematic Analysis
TMT Predictions 2016 Part 2 - Global Thematic Research
In Part II, it covers the second ten – virtual reality, wearable technology, autonomous vehicles, the Industrial Internet, software defined networks, adtech, 3D printing, robotics, Generation Hashtag and regulation. Inside this report we look at the most important investment themes for 2017 and identifies winners and losers.
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Thematic Analysis
Generation Hashtag - Global Thematic Research
Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on laptops, iPods or mobile handsets. Generation Hashtag, by contrast, is ‘born digital’. Generation Hashtag has never seen a world without the Internet. They were born into smartphones, social media and the sharing economy. They are technology reliant, hyper-aware and extremely demanding. They are the first generation not to have to read or typed using a computer. For them, it is a world of touch screens filled with...
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Analyst Opinions
Cloud Services in Asia Pacific: Global Consolidation and Evolving Provider Specialization
Global and regional cloud services will continue to evolve in terms of both technology development and ongoing progress in go-to-market strategies and business models. Cloud services are reaching a new stage, as mainstream enterprises begin to consider longer-term strategies and operationally important workloads for on-demand environments. Providers are still struggling with how to grow revenues successfully in cloud. For some, this means refocusing their efforts on specific types customers (e.g. particular verticals), and retrenching to build integrated solutions that meet...
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Analyst Opinions
Carrier digital communications: Agility in innovative use cases will maximize service provider opportunities
Telcos are focusing on Rich Communications Services (RCS) opportunity, which is charged as a premium VAS or as part of a standard mobile communications package, in order to combat the mounting mobile communications competitive pressure from OTT players. Carriers in the US, APAC and Europe are looking to align VoLTE capabilities with RCS for more advanced IP communication services. Wi-Fi calling has been launched by a large number of different industry participants including mobile incumbents, cable and fixed-players, with a...
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Analyst Opinions
OTT Services: Collaborative Regulation Can Promote Internet Neutrality
The rapid uptake of OTT services globally is a major driver of the growth in data traffic for broadband providers. Popular OTT applications have disrupted the traffic management models of ISPs by exponentially expanding the volume of content carried over the Internet. The increased data load has created challenges for ISPs, which are coming up with methods for managing congestion. Traffic management by ISPs has prompted governments to intervene to ensure Internet traffic equality. The need for government intervention to...
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Thematic Analysis
IBM Turnaround Coming - Global Thematic Research
In 2016, we think IBM’s shares are due for a re-rating – investors will start to value IBM as an emerging software leader rather than a legacy hardware player. Like SAP and Oracle, many of IBM’s legacy businesses – especially Enterprise Resource Planning (ERP) systems – are struggling to adapt to a world moving rapidly to cloud-based services. The company is at the final stages of a difficult transition, but most of the bad news around this transition is now...
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Thematic Analysis
Robotics - Global Thematic Research
For nearly five decades, the robot industry has been a small industry pretending to be big. In 2015, the global robot industry generated revenues of $42 billion, according to the International Federation of Robotics. Over 83% of these revenues were from sales of ‘industrial robots’ to manufacturing companies. While traditional industrial robot revenues are growing at single digit rates, the ‘professional service robot’ market – which includes military drones and medical surgery robots – is on a much faster trajectory...
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Thematic Analysis
Artificial Intelligence Vol II - Global Thematic Research
Apple, Alphabet, Facebook, Microsoft, Alibaba and Amazon have all grown to their current size by dominating the most profitable bits of the digital communications value chain as it has evolved. In its next reincarnation, AI will be the technology platform that reaps the biggest rewards. Artificial Intelligence (AI) refers to software-based systems that use data inputs to make decisions on their own. The key technologies behind it are machine learning coupled with natural user interfaces, such as voice recognition. Inside...
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Thematic Analysis
Autonomous Vehicles Vol II - Global Thematic Research
Most incumbent car makers believe that today’s semi-autonomous cars will evolve incrementally. By 2020, GM, Tesla, Daimler and Volvo expect their cars to be able to take control of discrete driving tasks – such as motorway driving – but allow the driver to retain overall control. By contrast, Google is betting on a more disruptive strategy. By 2020, Google expects its fully autonomous robot car – which has no steering wheel or pedals – to be commercially available. Ford has...
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Thematic Analysis
Blockchain - Global Thematic Research
Blockchain is an electronic ledger of transactions that are continuously maintained in blocks of records. The ledgers are jointly held and run by all participants. Coupled with cryptographic security, this makes them tamper-proof. In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a concept whose time has begun. Most blockchain projects are still in development mode. Many are still in proof of concept stage. In this report we...
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