2020年技术预测（英文）

Important disclosures appear at the back of this reportGP Bullhound LLP is authorised and regulated by the Financial Conduct Authority GP Bullhound Inc is a member of FINRASubscribe to receive GP Bullhound Research and News on www.gpbullhound.com/subscribe/DECEMBER 2019TRENDS & INNOVATIONS SHAPING THE GLOBAL TECH SECTOR2020TECHNOLOGYPREDICTIONSC O N T E N T S04 THE VIEW FROM GP BULLHOUND 06 RECAP OF GP BULLHOUND’S 2019 PREDICTIONS08 TECHNOLOGY PREDICTIONS 202010 PREDICTION 1 The War In Streaming Film and Video Escalating To A Frenzy 12 PREDICTION 2 Relational Databases Make Way for Data Lakes14 EXPERT VIEW Jay Marwah, Syntasa16 PREDICTION 3 Companies Turning to Verticalized AI Solutions to Solve Real Business Challenges 18 PREDICTION 4 AI/ML Quantifiable Results in Marketing22 EXPERT VIEW Mae Karwowski, Obvious.ly24 PREDICTION 5 Apple A13 Bionic Sets the Precedent for On-Device AI/Machine Learning Technology28 PREDICTION 6 Gaming Embraces the Era of Subscription and Streaming 32 PREDICTION 7 Corporate Social Responsibility Takes Center Stage36 EXPERT VIEW Frederic Trinel, EcoVadis38 PREDICTION 8 5G Landgrab: The Race for Commercial Deployment of 5G40 PREDICTION 9 The Edge of Tomorrow 42 EXPERT VIEW Matt Harrison, WellAware44 PREDICTION 10 Everything as a Service46 METHODOLOGYContents3We are in the midst of a fourth industrial revolution that shows no sign of slowing down. At GP Bullhound, we are proud to support a tech sector that continues to shape every area of our lives; from the products we buy, to the films we watch and – perhaps most influentially of all – the way we work.Amid the cacophonous noise that often surrounds emerging trends in tech, it can be hard to achieve a sense of clarity about the future. Our aim is to make it clear what, who and how tech will transform our lives.Much is said of a supposed ‘tech-lash’, but we believe that technology has the potential to deliver far more positives than negatives, both in our lives and in businesses. Technology is at the heart of innovation in gaming, television, marketing and it will help businesses to change the world for the better. As we enter 2020 - a brand new decade – it’s natural to reflect on what has gone by. Instead, we want to look at what’s to come. The online streaming race has ramped up over the past year and it will only escalate further in 2020. The big players like Netflix and Amazon Prime will attempt to tighten their grip on the market by splashing piles of cash on original content, while emerging services challenge their dominance. We look at how the disruptors will fair.We also spotlight another race for technological excellence amongst the big smartphone companies. The introduction of the A13-Bionic chip by Apple, the fastest-ever chip in a smartphone, has pushed this race forward, and we expect to see responses by Apple’s main challengers. A bi-product of these parallel competitions will be a continuing drive forward in efficie