Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The technology landscape is poised for a significant shift as organizations navigate implementation strategies and resource allocation for new technologies [6][7] - Key technologies to watch in 2025 include Artificial Intelligence (AI), Generative AI, cloud solutions, and the Internet of Things (IoT) [7] - The focus will be on customer value, driving Return on Investment (ROI), and addressing endemic issues for successful technology adoption [7] 5G & 6G Cloud-Native Systems - Traditional telco vendors must adapt or face decline, with a shift towards AI-driven monetization solutions in emerging markets [10] - In mature markets, vendors will need to reinvent their value propositions through AI integration as CAPEX spending plateaus [11] - AI and automation will accelerate the transition of telcos towards cloud-native architectures [13] - New traffic patterns will emerge due to the introduction of smart devices, necessitating a reevaluation of network design [17] AI & Machine Learning - AI-enabled PCs are expected to capture approximately 60% of total PC shipments by 2025, driven by the adoption of Neural Processing Units and Large Language Models [24] - The smart ring market is anticipated to expand significantly, with major brands entering the segment [26] - Traditional AI spending is projected to grow as enterprises seek pragmatic, ROI-driven solutions [57] Semiconductor Manufacturing - The ambitions for semiconductor onshoring in the U.S. and Europe will face significant delays due to implementation complexities [28] - The challenges in establishing advanced semiconductor manufacturing will lead to a reassessment of local supply chain strategies [28] Sustainability and Circularity - The EU's Digital Product Passport regulations will drive supply chain transparency and sustainability initiatives across various industries [86] - Despite increasing awareness of sustainability, circular business needs may not be fully addressed due to recycling technology maturation and customer mindset [89]
101 Tech Trends That Will And Won't Shape 2025
2024-12-11 22:03