20171114-毕马威-The_changing_landscape_of_disruptive_technologies_40页_3mb

Summary of "The Changing Landscape of Disruptive Technologies"

Core Content

This document explores the transformative impact of disruptive technologies on the global business landscape, with a particular focus on Internet of Things (IoT), Robotics, and Artificial Intelligence (AI). It outlines how these technologies are reshaping industries, enabling new business models, and creating significant market opportunities. Additionally, it highlights the challenges and barriers that hinder innovation and commercialization, emphasizing the need for strategic foresight and adaptability in the face of rapid technological change.

Main Technologies and Their Impact

1. Internet of Things (IoT)

• Overview: IoT is the leading technology for business transformation, driven by the proliferation of low-cost sensors and connected devices that are becoming intelligent.
• Market Growth: According to IDC, global IoT spending is expected to grow by 16.7% in 2017, reaching over $800 billion, and is projected to hit nearly $1.4 trillion by 2021.
• Key Benefits:
  • Improved business efficiencies/higher productivity (25%)
  • Faster innovation cycles (19%)
  • Cost reductions (13%)
  • Increased profitability (11%)
  • Accelerated time to market (9%)
• Monetization Opportunities: IoT is enabling new use cases in various sectors, including healthcare, banking, and agriculture. In India, it is facilitating digital health and financial inclusion for the unbanked.
• Regional Highlights:
  • High adoption in India (30%), Korea (25%), China (19%), and Japan (18%)
  • Strong presence in Germany (23%), United Kingdom (19%), and Israel (18%)

2. Robotics

• Overview: Robotics is the second most impactful technology, particularly in enterprise markets, due to its ability to enhance dexterity, intelligence, and automation.
• Market Shift: In 2016, the industrial robotics segment dropped from 50% to 41% of total robotics revenue, with the remaining coming from non-industrial sectors like consumer robots, UAVs, and enterprise automation.
• Key Benefits:
  • Improved business efficiencies/higher productivity (36%)
  • Faster innovation cycles (14%)
  • Increased market share (14%)
  • Cost reductions (11%)
  • Increased profitability (9%)
• Use Cases: Robots are already being used in hotel room deliveries and home package delivery. Companies are increasingly adopting Robot as a Service (RaaS) to reduce maintenance burdens and improve ROI.

3. AI and Cognitive Technologies

• Overview: AI and cognitive systems are ranked third as a transformative force, with the potential to simulate human learning, reasoning, and decision-making.
• Market Growth: IDC forecasts worldwide revenues for cognitive and AI systems to reach $12.5 billion in 2017, growing at a CAGR of 54.4% through 2020.
• Key Benefits:
  • Improved business efficiencies/higher productivity (28%)
  • Cost reductions (16%)
  • Increased profitability (14%)
  • Faster innovation cycles (10%)
  • Enhanced customer adoption and loyalty (9%)
  • Accelerated time to market (9%)
• Impact Across Industries: AI is expected to impact all industries, from healthcare to telecom, and is enabling digital labor and cognitive automation that enhance productivity and reduce human error.

Emerging Tech Trends and Concepts

• Digital Labor: A concept that fosters collaboration between humans and machines, using AI and process robotics to automate repetitive tasks and improve productivity.
• Everything as a Service (XaaS): The shift from owning hardware/software to accessing it as a service is gaining momentum, particularly in the context of RaaS and SaaS.
• Convergence of Technologies: The integration of IoT, robotics, and AI is unlocking new business paradigms and enabling faster innovation cycles.

Innovation and Commercialization Barriers

• Platform Consolidation: The rise of platform companies is a major barrier, as they dominate the market and create challenges for new entrants.
• ROI Demonstration: Demonstrating return on investment is increasingly difficult, with 22% of respondents citing it as a hurdle, up from 14% the previous year.
• Access to Capital: Limited access to funding is a significant constraint, especially for start-ups and minority-led enterprises.
• Technology Complexity: The integration of legacy and emerging technologies is becoming more complex, with 36% of respondents identifying it as a key barrier.
• Regulatory Compliance and Privacy: These have emerged as more prominent challenges, almost doubling in importance compared to the previous year.

Key Insights from KPMG Surveys

• Global Tech Industry Leaders Survey: Includes over 800 responses from tech industry leaders, including start-ups and Fortune 500 executives.
• KPMG Global CEO Survey: Features insights from over 1,200 CEOs across 11 key industries.
• Quotes from KPMG Experts:
  • Tim Zanni: "The convergence of emerging technologies is creating new market value and displacing existing products and services."
  • Peter Mercieca: "IoT will transform the way we interact with technology."
  • Steve Hill: "We are at an inflection point in the way humans relate to technology."
  • Cliff Justice: "Digital labor will leverage analytics and cognitive technology at scale."
  • Danny Le: "Monetizing security through AI and machine learning is becoming more prevalent."

Conclusion

Disruptive technologies such as IoT, robotics, and AI are driving unprecedented change across industries and reshaping the 21st-century enterprise. The convergence of these technologies is unlocking new business models, increasing efficiency, and creating significant monetization opportunities. However, the path to innovation and commercialization is fraught with challenges, including platform consolidation, ROI demonstration, and access to capital. As these technologies continue to evolve, businesses must adapt their strategies to remain competitive and relevant in a rapidly changing landscape.