Omdia-2024年及以后的全球科技预测（英）-2023-28页_3mb

Omdia Trends to Watch 2024 Summary

Executive Overview

The Omdia Trends to Watch 2024 report addresses key transformations in the technology ecosystem amid economic turbulence. It emphasizes AI-driven changes, supply chain risks, sustainability efforts, and new growth strategies. Enterprises face heightened focus on cost management, ethical dilemmas, and leveraging services to stay competitive.

AI and Digital Transformation

• AI User Experience Acceleration: Large language models (LLMs) enable declarative AI interactions, simplifying user intents and data analytics, while generative AI chatbots expand consumer and enterprise use with multimodal capabilities.
• AI Commercialization: AI reshapes data centers for high-performance computing, driving investment in optimized infrastructure and distributed server armies. Generative AI tools enhance productivity and decision-making.
• AIoT Convergence: AI and IoT technologies merge to deliver automation and insights across industries, with AI providing intelligence to interpret IoT data, starting in phases for practical applications.
• 6G Development: The 6G race begins in 2024 with standardization efforts driven by ITU, promising transformative networks integrated with AI by 2028–2030.

Strategic Shifts and Economic Priorities

• Investment Maximization: Rising capital costs fuel "everything as a service" (XaaS) adoption, fostering FinOps culture to manage costs and optimize capital in enterprise strategies.
• Supply Chain and Risk Balancing: Geopolitical factors and events like the pandemic lead organizations to prioritize risk mitigation in supply chains, moving from cost-focus to resilience in regions from Vietnam to the US.
• Advertising and Data Revenue: Consumer electronics firms shift towards audience monetization over hardware profits in key markets, requiring localization and regional adaptations.
• Software-Defined Vehicle (SDV): Electrification and advanced software define automotive trends, enabling over-the-air updates, new revenue streams, and ecosystem disruptions in vehicle engineering and supply chains.

Security and Sustainability

• Cybersecurity Evolution: Organizations adopt "good enough" security, a cost-effective approach balancing risk and resources, with executives increasing focus on integrated organizational design beyond technical domains.
• Sustainability Integration: Technology facilitates manufacturing insights, efficiency, and energy reduction in smart buildings and operations, driven by regulatory mandates and data-driven sustainability goals.

Semiconductors and Display Technologies

• Semiconductor Growth: AI drives market recovery, with fab utilization normalizing after volatility; sustained investments from self-reliance efforts may lead to future challenges.
• Display Demand Surge: Display area demand grows, fueled by larger TVs and advanced tech like OLED, expected to dominate revenues in 2024 due to AI and innovations in flexible displays.

Cross-Cutting Themes

• Technological advancements and economic shifts underscore the importance of adaptability in leveraging AI, XaaS, and supply chain strategies for 2024 opportunities.