from ai & iot to cloud & 5gsmart co = local caching and mission critical dc near co =...
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© 2019 IHS Markit. All Rights Reserved.© 2019 IHS Markit. All Rights Reserved.
From AI & IoT to Cloud & 5GTransformative technology6 June 2019
Tom Morrod
Chief of Research – Consumer Technology
IHS Markit
© 2019 IHS Markit. All Rights Reserved.
Big technology ideas can drive exponential change
Connectivity
Blockchain
Robotics
Computervision
Ubiquitousvideo
IoT
AI / ML
Cloud
Speed of change
Impa
ct o
n in
dust
ries
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Convergence of transformative technologies accelerates change
3
As different transformative technologies come together, impact goes from linear to exponential
Connectivity + IoT + Cloud + AI/ML Predicting what the network will be doing
Connectivity + IoT + CloudStoring what the network was doing
Connectivity + IoTInformation about the network
ConnectivityCommunication over a network
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We see this trend in smartphones
4
0
200
400
600
800
1000
1200
1400
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Global smartphone shipments (m)
Global smartphone shipments (m)
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Several technologies converged before the market took off
5
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Displays + SoCs + antennas + OS
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Several technologies converged before the market took off
6
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Displays + SoCs + antennas + OS + apps
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Several technologies converged before the market took off
7
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Displays + SoCs + antennas + OS + apps + data
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We see the same thing happening with Fintech
8
-
10
20
30
40
50
2012 2013 2014 2015 2016 2017
Fintech industry ($bn)
Fintech industry ($bn)
Smart cards + ecommerce + smartphones + cybersecurity
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We see the same thing happening with Fintech
9
-
10
20
30
40
50
2012 2013 2014 2015 2016 2017
Fintech industry ($bn)
Fintech industry ($bn)
Smart cards + ecommerce + smartphones + cybersecurity
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1. Industries start to overlap and blend• consolidation across device makers or across access,
communication, entertainment and utilities
2. Technology developments ripple out further• reach across auto, device makers and telcos
3. Each new development pulls industries together• device technology in cars converges supply chain
IoT
AI
Connectivity
Blockchain
Ubiquitous Video
Robotics
Cloud & Virtualization
Computer Vision
Why is this important?
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Telco digital transformation projects fit this model
To better compete with established internet companies and create new business models, the telecommunications industry is adopting and deploying software technologies that infuse agility into services and automation into operations.
25%
38%
44%
75%
0% 20% 40% 60% 80%
NetworkVirtualization
Cloudification
Automation
CustomerExperience
Top three telco digital transformation projects
Source: Service Provider Digital Transformation Strategies: Service Provider Survey, May 2018
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2025 & Beyond
Unrelenting data traffic growth drives architectural changes
and capacity upgrades for fixed & mobile networks
Network software increases in importance. SDN & NFV help to drive the
“cloudification” and automation of SP networks, reducing opex and capex
Increased network automation is a precursor to new on-demand services
and self-driving and intent-based networks to address increasing
operational complexity
New services & business models become scalable
2020-20252015-20202010-2015
Connectivity trends lead to network management leads to new functions
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The automotive industry is starting to undergo similar trends
The automotive industry is rapidly moving from connected cars to autonomous vehicles. Companies like GM, Uber, and Tesla are pushing the boundaries of what is possible with connectivity, cloud, and AI.
0
20
40
60
80
100
120
140
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Ship
men
ts (M
)
In-car AI & deep learning systems (millions)
Infotainment (Speech)Infotainment (Gesture)Infotainment (Assistant)
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2025 & Beyond
Car becomes technology platform &
data nodes
Connected car generates & consumes
big data
Autonomous transportation starts to
become a reality
Transportation industry undergoes paradigm
shift
2020-20252015-20202010-2015
Autonomous driving is the long-term paradigm shift
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Digital assistants are just starting to find utilization
The new battleground for the consumer is digital assistants, with Apple, Amazon, Google, and Microsoft all working to integrate the smart home and mobile ecosystems utilizing cloud, connectivity, and AI.
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2025 & Beyond
Broadband access and WLAN provide a strong foundation for
consumer connectivity
Proliferation of connected consumer devices—trend to cloud profiles for
most consumersPush for increased
intelligence to anticipate consumer needs
Challenge is to enable robust ecosystems while securing
consumer information
2020-20252015-20202010-2015
Anticipating and responding to consumers is the next frontier
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The more places we look the more opportunity we see
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A couple of trends: Video Everywhere
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OTT VideoTV
Drones
Auto Smartphone
ANPR
Digital Signage
Video surveillance
AR/VR Live streaming
Home security
Networks
Driving forces • The rise of online offerings and platforms, including new market entrants• Penetration of mobile connected devices that capture and display video• Advances in network and transmission technologies for sharing video• The explosion of user-generated content and social video
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A couple of trends: The Edge
19
Driving forces • The top edge application is video content delivery• Real-time or lower latency for time-critical workloads or safety applications• Resiliency for situations where the network connection is not optimal or offline• Data aggregation and the ability to filter: balancing storage, networking, and compute• Security and privacy functionality centralized and enhanced
Object tracking, Video Surveillance, AI/ML.
IoT, 5GInformation flow through multiple edges
Smart CO = Local caching and mission critical
DC Near CO = Immediate localized cloud
DC Not Near = Traditional cloud
EdgeCloud Gaming,
AR/VR, Healthcare
Partial edgeSmart Cities, vCPE,
AI/ML, loT
Cloud/data centerContent Delivery,
Amazon Prime, Netflix
20msecs
Edge devices: Immediate data
processing
UCPEDigital assistants UCPE
Digital assistants
loT G/W
loT G/W
V2X, ADAS
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Driving forces • The ability of machines to become more independent and autonomous• The explosion of collectable and analyze-able data through numerous platforms• High-performing electronics able to elaborate huge amounts of data and extract structured knowledge• Availability of adjacent transformative technologies creating the perfect storm: IoT and cloud
A couple of trends: Artificial Intelligence (AI)
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Factory
Hospital
Video Surveillance
Car
Home
Data Centre
Enterprise