This year I decided to trek out to CES2020 to investigate business opportunities for the telco industry driven largely from the consumer and enterprise markets. For those of us that attend MWC in Barcelona every year CES has almost double the attendees (170,000) spread over 11 venues and 3 million square feet of exhibit space. Don’t complain about walking from hall 7 to hall 1 of the Fira until you try to get from the convention center down to Mandalay Bay for the Intel media briefing.
Qualcomm ride into 5G
A wave of announcements has already started to flood the venue. Most notable yesterday was Qualcomm Snapdragon Ride and 5G enabled laptop. Qualcomm leads the 5G chip market, but it is late to the market on advanced driver-assistance systems, or ADAS. Fully autonomous driving is still 3 years or more from fully autonomous driving systems. Qualcomm announced it is providing the processor for the world’s first 5G PC – the Lenovo’s Yoga 5G.
Intel at the edge
Intel announced its next line of laptop processor > Tiger Lake. But the more interesting news was Intel’s focus on the growing opportunity in edge computing. If you believe the forecast put forward by Intel on connected devices the market will grow from 38 billion connected devices in 2019 to 56 billion by 2025. About 75% of those will be ‘Internet of Things’ devices. The implications for data are that by 2025, big data streams will approach 175 zettabytes of data a year!
Apple vs Facebook
Today the main event will be Apple and Facebook squaring off on data privacy. Apple has largely ignored CES in the past but the confluence of mobile devices, broadband wireless, social media platforms, and business models built off profiting from data has thrust the industry into privacy debates and the regulation of data use. The discussion, scheduled for 1 p.m. Pacific time Tuesday, will feature Apple senior director of global privacy Jane Horvath. Facebook will be represented by Erin Egan, VP for public policy and chief privacy officer.
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