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Cambridge Tech Podcast, Show Notes 16: 15 tech predictions for 2023.


Ben Stanton joins us to talk through the details, with the 15 predictions listed below.



Technology

  • Battle for the Enterprise Edge: Providers prepare to pounce on the emerging enterprise edge computing market. Cloud, telco, equipment, and platform companies are vying for a share of enterprise investments in edge services and products that make computing faster, safer, and cheaper.

  • Tech’s climate commitment: Organizational and personal impacts are pushing tech leaders toward faster climate action The technology industry has set ambitious deadlines for achieving net-zero. Operational efficiencies, sustainable products, and tech innovations can help it get there.

Telecoms

  • Too congested before we’re connected? Broadband satellites will need to navigate a crowded sky: LEO satellites could bring high-speed internet to every corner of the world — if they can stay out of each other’s way. Fortunately, adjacent industries are gearing up to help.

  • Accessible is possible: Introducing the US$99 5G smartphone: 5G phones under US$100 are set to bring advanced wireless to consumers worldwide, with software, ads, and content sales providing the profits.

  • 5G’s promised land finally arrives. 5G standalone networks can transform enterprise connectivity: The coming migration to 5G standalone core networks is expected to allow for increased device density, reliability, and latency, opening the door to advanced enterprise applications.

Semiconductors

  • AI in chip design. Semiconductor companies are using AI to design better chips faster, cheaper, and more efficiently: Recent advances in machine learning are allowing chip companies to solve one of the biggest design problems ever: How do you arrange 100 billion transistors on one square inch?

  • Supercharged semiconductors. Chips made of newer materials surge ahead, handling the volts that would fry silicon chips: Gallium nitride and silicon carbide semiconductors are gaining speed as high-voltage, high-power applications such as consumer electronics chargers and battery electric cars become more common.

  • That’s just rad! Radiation-hardened chips take space tech and nuclear energy to new heights: The next generation of rad-hard chips is helping bring devices used in high-radiation environments into the 21st century at last.

Screens and Media

  • Everyone’s watching. AVOD finds an increasingly receptive audience: AVOD’s appeal surges as price-conscious viewers become more willing to watch ads in exchange for discounted or free streaming video.

  • Live sports. The next arena for the streaming wars: As streamers take a growing share of a thriving market, can they go the distance?

  • Virtual production gets real. Bringing real-time visual effects onto the set: Digital tools and technologies are bringing virtual effects to physical sets and making production more flexible and cost-effective — freeing creativity from previous constraints.

  • As seen in your feed. Shopping goes social, trending past US$1 trillion in annual sales: Propelled by social media influencers and digital-native consumers, social commerce is laying the groundwork for a broader shoppable media landscape.

  • Will VR go from niche to mainstream? It all depends on compelling VR content: Applications that capitalize on virtual reality’s unique capabilities will be key to enabling VR to enjoy a significant growth rate.

Mergers and acquisitions

  • Let’s make a deal — in gaming! Gaming M&A is growing on the back of consolidation, portfolio plays, and game tech. Video game companies, video streamers, and even hyperscalers pursue gaming M&A for talent, tech, and intellectual property to expand portfolios and quickly access new markets.

  • TMT divestitures make a comeback: 2023 deal values in tech, media, and telecom may bounce back strongly: Many TMT companies are aiming to become smaller and more focused. Bottom-line pressure and high interest from private equity and venture capital firms can make it easier in 2023.



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