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This Week's ABI Insights

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How will COVID-19 Affect 5G Network Deployments?

ABI Research expects that handset sales may drop by 30% Year-on-Year (YOY) in the first half of 2020, meaning that the smartphone supply chain will likely be seriously affected.

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Rockwell Adds ASEM and Kalypso to Its Portfolio

Manufacturers are digitizing their operations and Rockwell is looking to manage as many parts of the digital thread as possible.

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Gaming Breaks User and Network Records during Crisis, with New Game Consoles on the Horizon

After several months of anticipation, Sony and Microsoft have finally revealed details of their next-generation game consoles.

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Qorvo Acquires Decawave as Ultra-Wideband Momentum Continues

Decawave is a Dublin, Ireland based company founded in 2007 that has shipped more than 8 million Ultra-Wideband (UWB) chipsets across more than 40 different vertical markets including Real-Time Location Systems (RTLS), Unmanned Aerial Vehicles (UAVs), and automotive. 

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Sequans, Microchip, and NXP Smooth Developers’ Pathway to Massive Connectivity

Sequans aims to maximize the ease of development, and therefore the speed of prototyping for IoT devices, and wishes to do so horizontally for application across as many end-use markets as possible. 

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Featured News

 
Jiancao Hou
Jiancao Hou
Senior Analyst

COVID-19 Pandemic Impact: Workforce Shortages and Uncertainty will Cause 5G Network Infrastructure Revenue to Drop As Much As 10% in 2020

The outbreak of COVID-19 has created a crippling effect, not only on service industries, but also on manufacturing enterprises, including 5G infrastructure vendors. Despite the current ongoing discussion on OpenRAN and open networks, most advanced 5G networks still rely on Tier One infrastructure vendors and their supply chain has been disrupted. The shortages of component manufacturing and/or network workforce deployment, such as integration engineers, are the main reasons of this disruption. These disruptions will cause 2020 5G network infrastructure revenue to fall as much as 10% of the forecasted US$2.1 billion, states ABI Research.

The current virus outbreak will likely delay the deployment of advanced 5G NR systems, including Massive Multiple Input, Multiple Output (MIMO) and active antennas that several operators have already started deploying,” explains Jiancao Hou, Senior Analyst. This may mean that operators that have already deployed a significant number of base stations will be in a better position to become early adopters and benefit from an earlier transition from previous generations to 5G, but this will rely on the availability of relevant handsets. In the short term, 5G radio deployments will be delayed further due to geopolitical constraints and COVID-19.

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Maite Bezerra
Maite Bezerra
Research Analyst

Euro NCAP and EU regulation to Drive 19 Million DMS shipments and US$502 Million in Revenues by 2022

Driver monitoring system (DMS) revenue from embedded units installed in private vehicles is on track to outgrow aftermarket DMS revenues in the commercial vehicles vertical in 2024 and reach US$1.8 billion by 2030. The revenue boost will be led by the Euro NCAP standards and the European Commission (EC) regulation that mandates the technology from 2022, as well as the U.S. National Transportation Safety Board (NTSB) notice recommending the use of DMS in semi-autonomous cars. By 2022, 19 million DMS shipments will generate US$502 million in revenues, according to ABI Research.

More than 1.25 million people are killed annually in road accidents; 95% of the cases are caused by human error. DMS regulatory mandates are in place to substantially reduce driver errors caused by distraction and drowsiness. “Despite the upcoming regulation, apart from GM, no other OEM has yet announced significant DMS mass-deployment,” states Maite Bezerra, Smart Mobility Analyst.

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Citations

Robotic ETFs to Gain on Rising Demand Amid Coronavirus Crisis

Nasdaq

The current conditions seem favorable for the robotic markets in government applications such as health, security and defense. In this regard, Rian Whitton, senior analyst at ABI Research, has said that, “for mobile robotics vendors and software companies targeting more nascent markets, this represents a big chance to highlight the importance of robotics for dealing with national emergencies, as well as mitigating the economic shock.”

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Thousands Of New Jobs in Silicon Valley Are Being Created In Response To The Coronavirus Crisis

Tech Times

The current [pandemic] situation may supply well-off tech agencies a risk to poaching skilled employees who have been gravitating to smaller upstarts, veteran era recruiters say. As corporations "significantly rethink" how they perform, the need for software skills would also increase beyond the tech sector, said Stuart Carlaw, leader researcher at ABI Research.

Carlaw said the market for technology jobs is likely to remain strong in the face of coronavirus outbreak. "Labor-intensive companies have to embrace digital components to remain solvent increasingly," he added.

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Webinar

New Critical End Market Requirements: How Can Technology Enable Them?

Date: Thursday, April 16, 2020
Time: 11:00 AM EST

If anything, COVID-19 has already shown that the new economy cannot cope with sudden changes and major shifts in demand. From an end markets perspective, the level at which technologies are used to enable flexibility, agility, and scalability of product and service delivery needs to be raised dramatically and immediately. Key technologies include public and private 5G connectivity, robotics and automation, AI, IoT, demand-response software, generative design and digital twins.

Key Topics:

  • Multi-modal freight transportation, on-demand warehousing, and supply chain agility 
  • Manufacturing flexibility, profitability, and fast production line reconfigurability  
  • Smart cities life cycle management and resilience approaches  
  • Smart mobility electrification and scalability 
Register


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