2023-01-13-德勤-2023年科技_媒体和电信预测报告_112页_5mb

报告摘要

Economic factors, rising inflation, and sustainability concerns influence TMT industry trends in 2023.
Technology innovation and sustainability remain key themes, alongside external forces like climate change.
Tech leaders are accelerating climate actions, with many aiming for net-zero by 2030.

5G Standalone (SA) Networks
- Deployment of 5G SA is accelerating, enabling lower latency and higher reliability for enterprise applications.
- Key benefits: unified network architecture, reduced complexity, and new revenue opportunities through network slicing.
- MNOs are transitioning to software-defined networks, facing challenges in workforce adaptation and vendor integration.
Low Earth Orbit (LEO) Satellites
- LEO satellite broadband is growing, with over 5,000 satellites expected by end-2023.
- Challenges include space congestion, lack of standardized traffic management, and supply chain risks (e.g., gallium shortages).
Radiation-Hardened Chips
- Demand for rad-hard chips is driven by space and nuclear energy applications.
- U.S. is investing in domestic manufacturing to reduce reliance on foreign suppliers and meet national security needs.
Power Semiconductors (GaN, SiC)
- GaN and SiC chips are expanding in consumer electronics, EVs, and renewable energy.
- Growth is expected to reach $5 billion by 2024, supported by energy efficiency and cost advantages.

AI in Chip Design
- AI tools are reducing design costs and timelines, enabling advanced chip development.
- Estimated global AI chip design tools market to reach $500 million by 2026.
New Materials
- Gallium nitride (GaN) and silicon carbide (SiC) are gaining traction for high-voltage applications.
- GaN market to grow to $3.3 billion in 2023, with SiC expected to reach $2.8 billion.

AVOD and SVOD Tiers
- Ad-supported streaming tiers are becoming mainstream, with nearly two-thirds of users in developed markets using AVOD by end-2023.
- AVOD offers affordability and accessibility, addressing subscription fatigue.
Live Sports Streaming
- Major sports rights deals (e.g., Apple for MLS, Viacom18 for IPL) highlight competition in streaming.
- Challenges include high costs, latency, and balancing linear vs. digital distribution.
Virtual Production
- Virtual set technologies are reducing production costs and improving flexibility, with the market projected to reach $2.2 billion by 2023.
Social Commerce
- Social commerce market is expected to surpass $1 trillion in 2023, driven by influencer marketing and Gen Z adoption.
- Opportunities include shoppable feeds integrations and livestreamed shopping events.

Enterprise Edge Computing
- Edge computing growth is driven by latency reduction and data sovereignty, expected to reach $250–300 billion in 2023.
- Key players include hyperscalers, CSPs, and infrastructure vendors.
Virtual Reality (VR)
- VR hardware sales are projected to reach $7 billion in 2023, but adoption remains niche.
- Growth depends on compelling content and applications (e.g., remote training, immersive games).
Sustainability Actions
- Tech companies are leading climate initiatives, including renewable energy investments and circular economy practices.

Gaming M&A
- Gaming acquisitions are driven by talent, IP, and Web3 integration.
- 2023 saw consolidation in gaming and esports, with focus on hybrid cloud and metaverse technologies.
TMT Divestitures
- Divestiture activity is rebounding, with companies shedding noncore assets to focus on high-growth areas.
- Deal values expected to reach $250–300 billion in 2023, driven by PE activity and regulatory pressures.