(P {* Q - Deloitte US · 2020. 10. 18. · !"#$%&&"'(#$)*#'+,"-%.&%$/0'1$,'2345'!" rshudwru...
Transcript of (P {* Q - Deloitte US · 2020. 10. 18. · !"#$%&&"'(#$)*#'+,"-%.&%$/0'1$,'2345'!" rshudwru...
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Deloitte Global Predictions for 2019
25operator
launches of5G networks
1 Gbps
speedsup to
�(�(倞笪騟儘➿
greatercapacity
lowerlatency
faster
The 1st year of 5G in 2019 will look a lot like the 1st yearof 4G in 2010.
2019
5G Phones
5G hotspots, modems,
pucks
5G FixedWireless Access Subs(FWA)
1 millionEACH
20handsetvendors by 2019
100%
50% 50
10
202320190%
As 4G dominates, 5G beginsto emerge
Adoption rate
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Deloitte Global Predictions for 2019
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Artificialintelligence➃䊨兰䢵
Mission critical
AI innovation is in the cloud
Average ROI of AI deployments, globallyAverage ROI of AI deployments, globally
16%
more likely to acquire AI via cloud-based services, vs. traditional IT2.6x
Believe AI is critical to their business success
TodayToday
By 2020By 2020 38%10%
Obstacles complicate AI adoption
datadata
integrationintegration
implementationimplementation
68%Report moderate-to-extreme AI skills gap
Use cloud enterprise software with embedded AI
Doing more with less in-house expertise
NowNow
20192019
20202020
58%70%87%
NowNow
20192019
20202020
50%65%83%
Create solutions through cloud-based AI services
Source: Deloitte State of AI in the Enterprise, 2nd Edition, 2018 and Deloitte Flexible Consumption Models Study, 2018.
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Deloitte Global Predictions for 2019 Smart speakers兰䢵갉盳
China (urban)China (urban)
USAUSA
22%19%
UKUK 12%GermanyGermany 10%AustraliaAustralia 9%
CanadaCanada 9%
Adoption by country
$4.0
Sales are surging(US dollars, in billions)
Apps beyond musicTop applications of smart speakers other than music
$7.082018
Weather52%
Timer39%
Search39%
Amusement38%
2019
63% units shippedworldwide201967%
164M
Voice assistant usage hasbeen mutedThe majority ofvoice assistantson smartphones,tablets and computers have never been used
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Deloitte Global Predictions for 2019
2/3
3/4
Hours of TV sports watchedAmericans of allages and genders(per week)
Who’s betting? And how often?American men age 18–34 who watch TV sports
$Weekly bettersNon-betters
Bet on sportsonce per week or more!
60%40%
Bet on sports
Men age 18–24
Men age 25–34
Hrs
20.410.3
57�TQPSUTBOE�CFUUJOH麌飓✲䫏岤
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Deloitte Global Predictions for 2019 Market growth
eSports viewership
is up
Among 18 - 34
year olds
TV viewershipis down 10%since 2016
35%and increasingNorth America
32%Rest of world
South Koreans filled a stadium in Seoul to watch an eSports championship
$1 billion2019 revenues for
global eSports
U.S. video game industry
2019
eSports is only 2.7% today, but only going to increase
one-year growth in one popular eSports communications platform
$36 billion
40k
100million
eSports and Mediaꨶ畹莅㯯넓嚌屣
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Deloitte Global Predictions for 2019
High-value listenersRadio䑞久
college gradshigh incomeemployed
US$40Bup 1%
Declining, but slower than TV
Reasons to listen
’14 ’15 ’16 ’17 ’18
-10.8%-3.4%
2001 2018
radio listening(minutes per day)
The beat goes on
9495including 18–34 year oldsPeople listen weekly
enjoy liveexperience
convenience musicdiscovery
90%
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Deloitte Global Predictions for 2019
20162015 2017 2018 2019 2020
For prototypes…and, increasingly,final parts
3D printing3D⽫
The growth rate has doubled
The list of 3D-printable materials has doubled in 5 years2x
Faster Bigger More materials2xspeed
billion US dollars
materials
Metals may soon overtake plastics as the most popular material
$3.0+RevenueLarge public companies
5–6% growth per year5–6% growth per year
12–13% growth per year12–13% growth per yearWill stay at this levelWill stay at this level
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Deloitte Global Predictions for 2019 China andconnectivity⚥㕜侸⡙㉂噠垸䒭
825,000,000Fixed and mobile Internet users
The world’s largest digital consumer base
4G cell sites
Industries spawned by China’s connectivity
On the horizon
2,000,000
430,000,000subscribersby 2025
200,000
ChinaChina
USAUSA
mobile Internet users800,000,000
Mobile commerce15% growth annually
Mobile payments$12.8 trillion annually
Bike sharing30 billion miles annually
Lorem ipsum
600 million users
Machinevision
Socialcredit
Retailingredefined
550 million users
200 million users
of global AI startupinvestment is in China
48%
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Deloitte Global Predictions for 2019 China inside⚥㕜⼱㼬넓
importer of semiconductors
China consumes over ½ of the world’s semiconductors……but produces around 30%
+50%
2018 2020 2025
15%
40%
70%
$200 billionannually
• Baidu• Alibaba• Tencent (BAT)
Made in China 2025 Build more and more homegrown technology
$21.8billion
Government investment in chip production
Driving demandfor chips withAI capabilities
$1 trillioncombined market
capitalization
#1
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Deloitte Global Predictions for 2019
Qubitsare coming
Quantum computersꆀ㶩ꨶ舡
60 by 2020
20 today
Quantum computers arethe next supercomputers, but not the next laptops.
Smallrevenues…for now
They work closeto absolute zero They weigh tons They are the
size of a car
2030s2020s
Exponential growth…eventually
Revenue