Summary

米国調査会社マインドコマース(Mind Commerce)の調査レポート「COVID-19の情報通信（ICT）産業への影響：2020年第2四半期」は、情報通信産業に対するCOVID-19の影響について、アプリケーション成長や支援サービスなどのビジネスチャンスから、通信・ITエコシステムにおいて重要な5Gなどの主要分野における投資や従来のROI予測へのネガティブな影響についても記載している。

5G、人工知能、資産追跡・管理、自動運転車、ビッグデータ解析、クラウド・エッジコンピューティング、サイバーセキュリティ、医療ソリューション、IoT（モノのインターネット）、支払・決済、公共安全、ロボット、スマートシティ、社会信用システム、遠隔操作、ウェアラブル技術、デジタルトランスフォーメーションイニシアチブなどの様々な主要分野について記載している。

Overview:

This report evaluates the impact of COVID-19 on the ICT industry including opportunity areas for application growth and support services as well as the negative effects on investment and previously anticipated ROI for key areas such as 5G and other areas important to the telecommunications and IT ecosystem.

The report addresses many major areas including 5G, Artificial Intelligence, Asset Tracking and Management, Autonomous Vehicles, Big Data Analytics, Cloud and Edge Computing, Cybersecurity, Healthcare Solutions, IoT, Payments, Public Safety, Robotics, Smart Cities, Social Credit Systems, Teleoperations, Wearable Technology and other areas such as Digital Transformation initiatives.

The report analyzes the impact of the COVID-19 coronavirus pandemic on ICT investment, strategies, and plans in the aforementioned areas as well as other emerging technologies and solutions. The report includes an assessment of the impact on each technology and solution area including both opportunities and challenges. This includes risk analysis and mitigation strategies for negatively affected areas and recommendations for investment in opportunity areas.

•         Purchase an Enterprise License to receive a quarterly update of this report at no additional cost for a one-year period.
•         Purchase a Global Enterprise License of this report and receive quarterly updates plus a credit of your purchase of this report that may be used towards any other Mind Commerce report*
* Note: This may be applied up to one year from purchase of COVID-19 Impact on ICT Industry report

The impact of COVID-19 on economic activity is manifest in everything from diminished consumer discretionary spending to a freeze on business expenditures including capital budgets, hiring, and reduction of everything but essential operational expenses. Stated differently, virtually any substantive business expenditure that is not absolutely necessary is on hold. The exceptions are those that are critical for operations and/or clearly net positive from an expeditious return on investment from a cost reduction perspective.

Certain aspects of the Information and Communications Technology Industry (ICT) are benefitting from health concerns and social isolation. Some of the more obvious immediate ICT opportunity areas are telework, telemedicine, food delivery and logistics, online and contactless payments, remote learning and entertainment.

However, Mind Commerce sees some less obvious impacts longer-term that involve public safety, identity and security management. These will be long-term opportunities for companies to capitalize upon the fallout of COVID-19 in terms of readiness for the next pandemic and general concerns relative to how consumers and business relate to one another now that the world understands that deadly viruses are a global issue and likely an ongoing concern.

There will also be some structural negative impacts on ICT investment and ROI, most notably on 5G, which will be impacted significantly in terms of network evolution, services penetration, and application usage. Business solution revenue will become more narrowly defined to those areas with immediate need for enterprise, industrial, and government 5G customers. Emphasis will be on quick ROI and primarily cost reduction.

The impacts range from retail customer issues, such as 5G phone availability and consumer willingness to pay, and business customer issues, such as a more immediate focus on expenditure in areas that enabled cost savings for existing operations rather than those that represent an investment in business growth. The pandemic is anticipated to amplify the gap between consumer and business 5G services with the former losing significant ground relative to the latter.

Target Audience:

•         Any company in the telecom and IT ecosystem
•         Investment organizations including private equity
•         Government organizations and NGOs focused on ICT

Select Report Findings:

•         5G expenditures for core networking will be delayed
•         Opportunity areas include private network optimization
•         Will be a much greater focus on specific business solutions
•         Certain industries and app areas will enjoy long-term benefits
•         Opportunities for expenditures that drive operational cost reduction

Report Benefits:

•         Learn how the effects of a pandemic impact ICT
•         Identify specific areas of opportunity and concern
•         Understand how ICT investment will be redirected
•         Recognize where capital expenditures will be reduced
•         Identity which new and enhanced ICT solutions will benefit
 

ページTOPに戻る

Table of Contents

1. Executive Summary

2. Overall COVID-19 Impacts

3. COVID-19 Impact on ICT
3.1. 3D Printing
3.2. 5G and 6G
3.3. Artificial Intelligence
3.4. Asset Tracking and Management
3.5. Autonomous Vehicles
3.6. Big Data Analytics
3.7. Cloud and Edge Computing
3.8. Cybersecurity
3.9. Drone Based Delivery Solutions
3.10. Healthcare Solutions
3.11. Internet of Things
3.12. Payments Solutions
3.13. Public Safety
3.14. Robotics
3.15. Smart Cities
3.16. Social Credit Systems
3.17. Teleoperations
3.18. Wearable Technology

4. Conclusions and Recommendations