5G Updates in ASEAN – Q3 2020: Mixed Developments, but Still a Solid Growth Forecast

A. Amir

Summary Bullets:

  • There have been mixed 5G developments in the region. While the 5G race is heating up in the Philippines, Thailand, and Singapore, the launch is still unclear for Indonesia and Malaysia.
  • 5G subscribers are expected to grow from 0.2 million in 2020 to 127 million and account for 17% of the total mobile subscribers in 2025.

Key Announcements

July 2020 – Philippine PLDT/Smart 5G Goes Live: The incumbent launched its 5G services in key business districts in Metro Manila about one year after its rival, Globe. While PLDT may have lost some very early opportunity, the launch is timely in the Philippines considering the ecosystem and market readiness. The launch will also increase the competition and hence drive the adoption of 5G in the country. PLDT is also leveraging its strength in the enterprise segment to stay ahead of competitors. It has integrated the technology in its enterprise portfolio and is collaborating with various industry players to co-develop 5G use cases, such as partnerships with TV5 to modernize news operations and with Ateneo de Manila University on 5G smart campus. Continue reading “5G Updates in ASEAN – Q3 2020: Mixed Developments, but Still a Solid Growth Forecast”

SD-WAN Is Gaining Momentum in Australia, but Do Enterprises Have a Long-Term Network Strategy?

S. Soh

Summary Bullets:

  • SD-WAN is gaining traction in Australia with nearly 60% of enterprises already implementing the technology.
  • Enterprise customers need to consider their long-term network strategy to cope with the changing IT workloads beyond a standalone SD-WAN solution.

The SD-WAN technology has gained attention among Australian IT buyers and it has changed the WAN market significantly. Based on GlobalData’s research, nearly 60% of enterprises (businesses with more than 200 employees) have already deployed SD-WAN, and nearly one in three of those businesses are considering implementing it in the next 12 months. SD-WAN has taken off quicker in Australia than some other markets partly due to the migration of last-mile access to the NBN, which has resulted in several service providers (e.g., Macquarie Telecom and Aussie Broadband) offering SD-WAN with NBN as an alternative to MPLS-based IP VPN. 5G will accelerate this trend. Continue reading “SD-WAN Is Gaining Momentum in Australia, but Do Enterprises Have a Long-Term Network Strategy?”

Cloud-Network Convergence: Double-Edged Sword for Carriers, but an Opportunity Emerges in the Edge

M. Rogers

Summary Bullets:

  • Hyperscale cloud providers continue to invest in expansion of networking solutions and network adjacent partnerships with SD-WAN vendors and data center providers.
  • As hyperscale networking solutions become more advanced and the cloud edge moves closer to end users, some carriers may be crowded out of the cloud-network convergence market.

Hyperscale cloud providers and global network carriers have been building stronger relationships and deeper integrations around WAN and networking solutions. The partnerships are a natural fit as more enterprises move business-critical workloads to cloud platforms. These workloads require high-bandwidth, high-throughput, low-latency, secure, and reliable connections from virtually any location these days to connect to the major cloud platforms. Continue reading “Cloud-Network Convergence: Double-Edged Sword for Carriers, but an Opportunity Emerges in the Edge”

AWS Outposts Availability in New Countries Strengthens AWS’ Presence and Drives Edge Computing in ASEAN

A. Amir

Summary Bullets:

  • AWS Outposts availability in ASEAN countries strengthens AWS’ presence in the region and enables it to capture the high-growth cloud opportunities there.
  • AWS Outposts and Wavelength will drive edge computing through stronger collaborations with partners, especially the telcos.

Launched late last year in select markets, AWS Outposts takes hybrid cloud to the next level by enabling enterprises to run AWS compute storage, database, and other services within their own premises or preferred third-party data centers. For more, please see AWS re:Invent 2019: AWS Announces General Availability of Outposts, but Must Demonstrate Management Competence (December 5, 2019). Recently, the provider added nine new countries, including emerging markets such as Malaysia and Thailand, making Outposts available to 50 markets through 22 regions to date. While competitors have their own approach (e.g., Azure Stack, Google Anthos, Alibaba Apsara Stack), AWS is a step ahead in its service availability globally and partner ecosystem. Continue reading “AWS Outposts Availability in New Countries Strengthens AWS’ Presence and Drives Edge Computing in ASEAN”

COVID-19: Some Countries Come Under Fire for the Potential Misuse of Contact Tracing Apps

A. DeCarlo
A. DeCarlo

Summary Bullets:

  • As more countries roll out contact tracing apps to notify citizens when they have come into contact with someone who has tested positive for COVID-19, concerns are emerging about how this data could be used.
  • Human rights organization Amnesty International called out the apps from Bahrain, Norway, and Kuwait for not anonymizing end-user data.

Amnesty International is issuing a warning that some of the new COVID-19 contact tracing apps may not just be an invasion of privacy but potentially put lives at risk. Contact tracing – the process of finding and notifying people who have interacted with an infected person so they can be tested and quarantine – is vital to allowing businesses, educational institutions, and governments to resume operations that are closer to normal even as the virus continues to spread. Continue reading “COVID-19: Some Countries Come Under Fire for the Potential Misuse of Contact Tracing Apps”

COVID-19 and the Future of Frontline Social Care in the UK

by Leonardo Freitas, Senior Public Sector Analyst

The COVID-19 pandemic continues in the UK and the majority of the world, and even if signs of success on the disease control start to show in some western countries such as Germany, Italy, and Spain, the crisis is still far from its end. By now, governments have realised how fragile their welfare systems can be, and the strong interdependence between their economic output and services provided by the state.

In the UK, the social distancing being enforced in the phase two of the mitigation stage means a significant part of the population is still out of the workforce. According to the Office for National Statistics (ONS), unemployment claims rose by 69% in April alone, when 2.1 million people applying for benefits, compared to 856,000 in April 2019. Continue reading “COVID-19 and the Future of Frontline Social Care in the UK”

COVID-19: Overview of Telecom Wholesale Service Provider Activities

R. Muru

Summary Bullets:

• The telecom wholesale market will remain stable in 2020, with declining roaming international revenues, and expansion of FTTx and international backbone infrastructure.

• Wholesale providers with large international foot prints, and providers offering differentiated digitized wholesale solutions will show early success in 2020.

Impact of COVID-19 on the Telecom Provider Market

Overall, telecom providers have experienced pressures on profits as a result of the COVID-19 pandemic. However, unlike other segments the telecom provider market has maintained stability due to strong voice and network connectivity demand, both at a consumer and business level as a result of the lockdown and large percentage of the workforce moving to remote working.

GlobalData has analyzed recent quarterly results of service providers and this shows limited financial impact overall during Q1 2020. Some of the key observations we highlighted previously include: Continue reading “COVID-19: Overview of Telecom Wholesale Service Provider Activities”

COVID-19: Under the Coronavirus Strain, Will Blockchain be the New Supply Chain?

C. Dunlap
C. Dunlap

Summary Bullets:

• Coronavirus demands illustrate the brokenness of traditional supply chain

• Blockchain methods emphasize trust and data strengths, but innovations are in early stages

The latest examples of the brokenness of the current state of the supply chain market are illustrated by the global pandemic.

COVID-19 has exposed the inability to access and mange adequate supplies of ventilators and PPEs, including proper visibility into the quality of expired and damaged goods unknowingly being sent to hospital workers. The issue demonstrates the need for an evaluation of how current supply chain systems supply, track, and manage goods and services. At the same time, the momentum behind blockchain as the answer for serving as a modern day supply chain alternative should be considered, but won’t be entirely straightforward, considering its recent emergence. Continue reading “COVID-19: Under the Coronavirus Strain, Will Blockchain be the New Supply Chain?”

5G: Ensuring Business Continuity in a Future COVID (Pandemic) Situation

M. Rogers

Summary Bullets:

  • 5G network slicing can be used to readily deliver an enterprise-grade broadband experience directly to employees working from home.
  • By moving enterprise data and applications to the 5G edge, enterprises can ensure performance and security for employees accessing remotely.

Since the outbreak of COVID-19, millions of workers globally have been driven from their offices and into their homes as we all collectively make an effort to stop the spread of the virus. While these efforts are noble and necessary, they have had a profound impact on the ability of enterprises to continue operations as normal. Companies around the world were by and large unprepared for this scenario. Going forward, enterprise will look to build in resiliency to these types of crises, with some experts warning COVID-19 will not be the last pandemic we experience. In the near future, 5G can be an important technology to help build in resiliency and ensure acceptable levels of business continuity during future societal disruptions. Continue reading “5G: Ensuring Business Continuity in a Future COVID (Pandemic) Situation”

COVID-19: Netherlands Innovator Taps Blockchain and AI in the War Against COVID-19

Summary Bullets:

• VirusBlockchain deployed this week to identify and monitor COVID-19 free zones

• The blockchain monitoring system is backed by technology provider Qlikchain

This week the tech industry partnered with a public health consortium to launch a blockchain-enabled monitoring system aimed at keeping communities at bay from the COVID-19 pandemic.

The Public Health Blockchain Consortium (PHBC) announced the new system which monitors healthy, uninfected individuals as they move between locations in order to automatically identify zones that are safe or unsafe. The system is built on a blockchain solution which combines AI, geographical information systems (GIS), and real-time information systems provided by virus surveillance providers.

Called VirusBlockchain, the system serves as a systematic, continuous, and anonymous verification of citizens and all workplaces in an effort to prevent the spread of the COVID-19 infection. The project is unlike other approaches that would typically track infected persons. Continue reading “COVID-19: Netherlands Innovator Taps Blockchain and AI in the War Against COVID-19”