Analyst Insider Weekly

Analyst Insider Weekly

What to expect: Satellite IoT connections to reach roughly 55 million by 2032, collaborative robots (cobots) gaining industrial prominence, Meta's Horizon OS encourages Mixed Reality (MR) innovation, and more.

The total number of satellite-enabled Internet of Things (IoT) connected at the end of 2023 stood at 8.54 million and is expected to grow to 45.31 million by 2032. This represents a 20.4% Compound Annual Growth Rate (CAGR) (2023 to 2032).?

Today, Low-Earth Orbit (LEO) constellations account for 64% of all satellite IoT connections, with Geostationary Earth Orbit (GEO) constellations accounting for the remaining 36%. Download the chart

Adhish Luitel,

Blue Yonder Enters into Binding Acquisition Agreement with One Network Enterprises: Move Creates Speculation about Company’s Long-Term Strategy

Summary: Supply chain software solutions giant Blue Yonder recently announced entering into a binding agreement with One Network Enterprises, moving its acquisition spending to more than US$1 billion over the past 5 quarters. Implications within the supply chain solutions provider landscape could be large, but remains to be seen. Read more


George Chowdhury,

Cobots Eclipse Humanoids: New Capabilities Shift Preference

Summary: Decision makers should look twice at their workflows before signing up for a humanoid. At a low cost, Collaborative Robots (cobots) can achieve automation in tasks where it was previously impossible. Key partnerships are forming to further their capabilities, while third-party software offerings bring automation to nearly any workflow. Read more


Larbi Belkhit,

Is NVIDIA Showing Us the Future of 6G?

Summary: NVIDIA unveiled its 6G Research Cloud platform, which aims to advance Artificial Intelligence (AI) for Radio Access Network (RAN) technology using NVIDIA Graphics Processing Units (GPUs). This ABI Insight discusses the benefits that such a platform offers the industry ahead of the 6G rollout, and how operators and vendors can make use of it to best prepare themselves.

Read more


Andrew Spivey,

Market Consolidation Alone Is Not the Answer to Wi-Fi Testing’s Pain Points

Summary: Keysight Technologies’ purchase of Spirent Communications will bring significant disruption to the Wi-Fi testing market, but offers no solutions to the longstanding challenges of Wi-Fi testing. Read more


Eric Abbruzzese,

Meta Aims for Broader XR and Metaverse Footing with Public Meta Horizon OS

Summary: Meta revealed the company’s plans to make its Meta Quest Operating System (OS) open to third parties. There are three new devices announced, although no details are confirmed. Alongside hardware support, the newly named Meta Horizon OS will also expand spatial compute capability and developer support solutions. Read more


Sam Bowling,

Virgin Media O2's Smart Pole Trial: A Spark for the Future of Mobile Infrastructure?

Summary: Virgin Media O2 recently concluded a trial of smart poles across several locations within the United Kingdom. Its innovative solution leverages existing fiber infrastructure and emerging technologies as it looks to install small cell sites to boost capacity in urban areas. Additionally, these smart poles can be used to hit green energy targets and expand its revenue streams by having the potential to house Electric Vehicle (EV) chargers. Read more

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