IDC predicts a promising future for the semiconductor industry, driven by AI advancements and a stock level recovery. With a refreshed outlook signaling sustainable growth, the firm anticipates global chip revenue of $526.5 billion in 2023. Progress can be seen in the revised revenue forecast for 2024, hinting at a 20.2% year-on-year growth to $633 billion.
Gartner forecasts a huge 20.4% increase in public cloud services expenditure by 2024, hitting an astounding $679 billion. This surge in spending could be primarily driven by business needs and innovative technologies like generative AI. Interestingly, all cloud market segments Gartner monitors are set to grow, with Infrastructure-as-a-service (IaaS) leading the pack at 26.6%. That said, as the cloud market evolves in response to business outcomes, non-technical issues such as cost, privacy, and sustainability are crucial considerations for an effective GenAI deployment.
In a sharp escalation of theft incidents, Philippines operator Globe reported a loss of 834 backup batteries from their network facilities in 2022’s first half. This, they outline, puts localities at risk of service interruptions during power cuts. This surge may be associated with the modern, high-value sodium nickel batteries introduced by Globe. However, it’s more likely tied to the nation’s steep energy prices and increased cost of living. In the face of these challenges, telco operators must devise robust security measures while continuing to innovate on environmental fronts.
The allure of AI technology and its insatiable demand for data is sparking a new interest in fibre backbones. However, this digital evolution is revealing a myriad of challenges for newcomers, with the fibre industry grappling with economic pressures from inflation, supply chain disruptions and rising interest rates. While the European Union’s telecom mergers & acquisitions policy may offer consolidation opportunities, those venturing into this dynamic sector must be prepared for a landscape fraught with potent risk and complexity.
Just under a year ago, the tech world buzzed with anticipation over a new partnership between chip mogul Qualcomm and satellite firm Iridium. The aim? Integrating satellite-to-phone services via Snapdragon Satellite and Iridium’s resources. However, a recent shift in direction caught the industry’s attention. Despite a successful demo, smartphone manufacturers didn’t opt to incorporate this feature, leading Qualcomm to end the agreement. Yet, in the face of disappointment, Iridium remains optimistic, envisaging an industry veering towards greater satellite connectivity. As earthquakes ripple across the telecoms landscape, all eyes await what’s next.
While China’s smartphone market experiences a downturn, notable shifts are being observed as Huawei gains momentum. Canalys’ data highlights that despite a downslide in overall market status, the launch of Huawei’s Mate series and consequent rise in domestic market shares are adding a positive spin. Will a potential revival led by Huawei’s promising trajectory speak to a larger market rejuvenation? Unpack the trends shaping China’s competitive smartphone landscape.
Harnessing strategic collaboration, China Telecom Research Institute and Huawei Technologies have verified a cutting-edge 50G PON solution, achieving collaborative PON technology working simultaneously within GPON, XG(S)-PON and 50G PON ONUs. This unrivaled development opens up an exciting era in telecommunications, allowing operators to transition effortlessly into the 50G PON sphere.
Nvidia, the graphics processing unit heavyweight, plans to enter Intel’s domain with ARM-based chips tailor-made for Windows PCs, according to insiders. AMD, another significant player in this space, is also reportedly considering ARM technology. This move, potentially hitting the market by 2025, has been stimulated by Microsoft’s interest in duplicating the efficiency of Apple’s ARM-use in AI processing. Yet, Nvidia’s past attempt to acquire ARM was thwarted by regulators, putting the company’s motives under scrutiny as the PC CPU sector braces for potential disruption.
SK Telecom’s collaboration with AI pioneer Mars Auto, brings forth a compelling vision for autonomous trucking, leveraging SKT’s 5G prowess and Mars Auto’s AI system. With Mars Auto’s AI armed with extensive roadway data from SKT, there’s a promise of safer, more efficient self-driving services. SKT’s continued strides in telecom, signified by the company’s alliance with Deutsche Telekom and massive investment in AI firm Anthropic, show signs of transformative potential for the telecom sector.
5G and AI are more than just buzzwords; they’re shaping up to become the backbone of technological breakthroughs. Their ultra-fast capabilities are key for advancements including IoT and intelligent automation. However, with high speed comes high stakes, particularly in the domain of cybersecurity. Yet, despite potential risks, the limitless possibilities offered by 5G and AI, whether it’s efficiency gains or real-time interactivity, are compelling. This combination is set to revolutionize industries, driving anticipation for what lies beyond the tip of this transformative iceberg.
