Blockchain Rivals Seek Out Banking Customers via Foreign Opportunities

C. Dunlap

Summary Bullets:

  • ConsenSys is partnering with the Chinese government’s blockchain network to integrate its technology across a nationwide system to spur blockchain use, focused on the financial sector.
  • Oracle has gained an edge in the competitive blockchain platforms space by integrating a new blockchain data format into its flagship relational database offering.

This quarter’s issue of GlobalData’s “Blockchain Watch highlights a set of aggressive moves between blockchain competitors, including the establishment of global partnerships (which involve foreign government entities) as well as the development of deeper integration between blockchain and traditional operational systems, further adoption of Ethereum, and the formation of partnerships that highlight unique use cases. Continue reading “Blockchain Rivals Seek Out Banking Customers via Foreign Opportunities”

Mobile Robots Have Arrived in Europe – Taking Robot Baby Steps

Summary Bullets:

J. Marcus
  • ‘Service robots’ are coming outdoors as 5G enables operation beyond the range of WiFi.
  • In Europe, early trials in the Nordics point towards both industrial and B2C use cases.

When 5G networks were first deployed in China, mobile robots were wheeled out almost immediately, demonstrating the possibilities of using the wireless network to control connected devices beyond the range of WiFi.  As early as February of last year, makeshift hospitals set up in Wuhan to tackle the COVID-19 pandemic were using robots to perform ultrasonic scans, while on streets around the country, 5G-enabled robots were providing body temperature testing, spraying disinfectants, cleaning surfaces, and delivering prescriptions.

Continue reading “Mobile Robots Have Arrived in Europe – Taking Robot Baby Steps”

Digital Acceleration – For When Digital Transformation Is Too Slow

G. Barton
G. Barton

Summary Bullets:          

  • Digital acceleration implements short-term tactical changes over longer-term strategic projects.
  • Digital acceleration is a response to changing customer demands, not just COVID-19.

Digital transformation has been an industry catchphrase for some time now.  Its definition is both vague and changeable, but it speaks to using technology to improve internal processes within an enterprise to deliver cost savings and/or improved performance.  It encompasses a wide range of technologies including cloud, SD-WAN, collaboration, IoT, 5G, blockchain, AI, and SaaS. 

However, there is a new buzz phrase on the block: digital acceleration.  So, is there a difference between digital transformation and digital acceleration?  The ‘helpful’ answer to that is ‘yes and no.’  The intentions of both digital transformation and digital acceleration are the same, as are the technologies involved.  The big difference is in methodology. Continue reading “Digital Acceleration – For When Digital Transformation Is Too Slow”

Enterprise Mobility Services Portfolios Advanced Significantly in 2020

K. Weldon
K. Weldon

Summary Bullets:

  • In 2020, mobile operators updated enterprise mobility portfolios with new or enhanced private network services, RCS-based business messaging, first responder capabilities, and vendor-agnostic approaches to UEM and global managed mobility.
  • While 2020 5G rollouts were also a key focus, their value to the enterprise will play out more visibly in 2021.

GlobalData has completed its annual report on the global enterprise mobility offerings of leading mobile operators, including profiles of AT&T, BT, Verizon, Deutsche Telekom, Orange Business Services, Verizon, and Vodafone as well as analysis of key industry trends. For the full report, click here.

Enterprise mobility services are sometimes viewed as a commoditizing market, with services such as unified endpoint management (UEM) and device lifecycle management delivered by most operators with similar capabilities. However, it remains an important portfolio for drawing and maintaining SMBs, large domestic customers, and MNCs that leverage mobile devices for their employees, not only as a communication tool but also as a convenient handheld computing device, with access to files and applications that they need to do their jobs well. The market remains competitive, and in 2020, mobile operators continued to launch new services and enhance capabilities of their core portfolio elements. While 5G rollouts to consumers and enterprises will also prove important to future B2B use cases, it may take another couple of years before 5G fundamentally changes these portfolio offerings. In 2020, the majority of operator announcements were in the categories of: private wireless networks, platform updates for UEM and device lifecycle management, or advanced vendor and carrier-agnostic support options for MNCs. Continue reading “Enterprise Mobility Services Portfolios Advanced Significantly in 2020”

NCS Has Moved Out of Singtel Group Enterprise and Doubled Down on Digital Services

S. Soh

Summary Bullets:

  • NCS is investing in digital services, expanding its operations in China and Australia, and targeting key industry verticals.
  • NCS has gained greater autonomy moving out of Singtel Group Enterprise, to strengthen its regional capabilities in delivering digital solutions.

NCS, formerly National Computer Systems, was founded in 1981 to support the Singapore government’s initiatives related to IT implementation. It was acquired by Singtel in 1997, and it remains a key business within Singtel, delivering ICT solutions for enterprise customers both in Singapore and across Asia. According to Singtel, NCS has delivered revenue growth for seven years running. However, most of the business is generated in Singapore and especially within the public sector. NCS operated as a business unit within Singtel Group Enterprise for several years, but it has never been fully integrated with Singtel. The company has retained its brand name, and it has different capabilities than Singtel (e.g., consulting, business application services, AI, and automation) as well as a different business model (e.g., project-based, industry-focused, and bespoke solutions). Continue reading “NCS Has Moved Out of Singtel Group Enterprise and Doubled Down on Digital Services”

Mid-Band Spectrum Auctions Impact the 5G Landscape

K. Weldon
K. Weldon

Summary Bullets:

  • Mid-band spectrum has been in high demand by mobile and wireline operators both to support 5G rollouts and to underpin private networks for industrial customers.
  • As recipients of CBRS spectrum are leveraging the technology for real-world deployments now, while the C-Band auction was recently completed on January 18, vendor activity and customer deployments will rapidly advance in 2021.

U.S. operators have been investing in and building out infrastructure for their 5G cellular networks for several years. They have already launched 5G services for both consumer use cases such as fixed wireless access (for broadband internet) and smartphone-based immersive gaming as well as for enterprise use cases such as high-volume or real-time IoT, AR/VR, and industrial private networks. They have primarily leveraged licensed spectrum bands in the high-band (e.g., mmWave bands from 24.25 to 29.5 GHz) and low-band (generally below 1 GHz) ranges. But operators are now vying to gain highly coveted spectrum in the mid-band, as it offers the best of both worlds, supporting high speeds and low latency, as well as the ability to cost-effectively spread networks out beyond dense urban settings. In the U.S., T-Mobile gained Sprint’s legacy 2.5GHz assets during the merger, and it is making the most of its ‘layer-cake’ approach to 5G which spans all three types of spectrum, but even the Un-carrier is bidding to get more mid-band spectrum to improve on this key differentiator. Continue reading “Mid-Band Spectrum Auctions Impact the 5G Landscape”

What’s New in the Global IIoT Services Market?

K. Weldon
K. Weldon

Summary Bullets:

  • IoT services portfolios from mobile operators are expanding as enablers such as edge computing, 5G, and even COVID-19 related requirements for detection and amelioration provide momentum for new deployments and use cases.
  • GlobalData highlights below a number of recent announcements from leading operators regarding their edge alliances, application enablement and analytics enhancements, and vertical solutions.

Over the past six months, all Tier 1 mobile operators have added new capabilities or alliances, especially in the areas of multi-access edge computing, application enablement and analytics, and vertical solutions. The list below highlights some of the most relevant recent announcements impacting the IoT services portfolios of AT&T, Deutsche Telekom, Orange Business Services, Tata, Telstra, Telefonica, Verizon, and Vodafone. For detailed analysis of these operators’ portfolios, see the latest “Global Industrial IoT Services: Competitive Landscape Assessment.” Continue reading “What’s New in the Global IIoT Services Market?”

Telco SD-WAN in ASEAN: Significant Development, but What’s Next?

A. Amir

Summary Bullets:

  • The SD-WAN market landscape in ASEAN has evolved. Many telcos have added SD-WAN as part of their enterprise ICT portfolio.
  • The ASEAN telcos could consider multi-vendor offerings and overlay-underlay integration as the next steps.

There are two types of telcos. The first type is telcos that are aware of the increase in SD-WAN demand and leverage the technology to drive their network services. This type often comes from a consumer heritage and is looking to expand into an adjacent market. In most cases, they are alternative providers. These telcos have accepted the fact that the MPLS market is on a downtrend and will continue to decline. They position SD-WAN as a value-add to complement their existing connectivity services. There are also cellular telcos with small/no revenue from the fixed-line services which see SD-WAN as a new market opportunity. These telcos have been aggressive in driving the market and leveraging their brand and connectivity advantages to differentiate against non-telco competitors. The second type is telcos that are also aware of the growing SD-WAN demand, but see it as a threat to their connectivity business. These are often the incumbent telcos with a large portion of revenue from legacy connectivity services. Most of them still believe that the declining MPLS revenue is because of competition, not due to lower market demand. These telcos also often do not have any SDN/NFV capabilities. Some of them offer the service quietly/selectively with a below-the-line marketing strategy. Continue reading “Telco SD-WAN in ASEAN: Significant Development, but What’s Next?”

Outlook for 5G-Enabled Enterprise Solutions in 2021: The Potential Telco Game Plans

S. Soh

Summary Bullets:

  • While 5G-enabled enterprise solutions offer new revenue streams for telecom operators, they need new capabilities to develop and sell the full solutions, not just the carriage component.
  • Telecom operators will look to partnerships and/or acquisitions to gain the necessary competence to help customers in key industry verticals to transform their business operations.

Telecommunications companies (telcos) are at a crossroads as they rollout 5G and looking at how to monetize this investment. While they can continue to focus on selling carriage services, with the saturation of mobile subscription and competitive pressure, the hope of increasing ARPU from 5G connectivity remains elusive. Instead, many telcos are looking to enterprise solutions as a way to open up new revenue streams, leveraging 5G’s unique capabilities around ultra-low latency, reliability, and significantly higher throughput. Some will go even further and set new performance parameters with 5G. This shift inevitably involves moving into new territories for the telcos, including IoT, data analytics, cloud services, cybersecurity, etc., and bringing these capabilities together to solve business problems and prove outcomes. Emerging 5G enterprise solutions also tend to target specific use cases across various industries (e.g., smart factory, port automation, and connected utilities). Most enterprises do not know how 5G can help to transform their business and they rely on their technology partners to advise and show them the possibilities. Continue reading “Outlook for 5G-Enabled Enterprise Solutions in 2021: The Potential Telco Game Plans”

TM ONE Leap Summit 2020: Accelerating Digital Transformation in Malaysia Through Expanded Capabilities

A. Amir

Summary Bullets:

  • TM ONE has expanded its ICT portfolio and strengthened its professional service capabilities.
  • However, there is still a gap in its partner ecosystem compared to other providers.

TM ONE held its third LEAP Summit virtually in November 2020.  At the event, the provider shared various initiatives not only in enhancing the country network infrastructure in line with the government’s plan, but also in expanding its portfolio and capabilities as a digital transformation partner to Malaysian enterprises.  Its focus is on the future of work (e.g., robotics, automation AI), digital competency or skillset, agile working, and Industrial Revolution 4.0 (IR4.0).  The provider also shared several actual use cases and showcased its portfolio and capabilities in cloud, cybersecurity, 5G and IoT, and data analytics.  This post discusses TM ONE strengths and gaps in the market as well as recommendations for the provider and buyers in the country. Continue reading “TM ONE Leap Summit 2020: Accelerating Digital Transformation in Malaysia Through Expanded Capabilities”