Moor Insights & Strategy Analyst Weekly Update Ending November 20, 2020

I hope you all had a great week!  

As we head into the U.S. holiday, Thanksgiving, the Moor Insights & Strategy team has so much to be thankful for, and we appreciate you.  We wish you a healthy and happy holiday season as we reach an end to this 2020 year.

We continue to attend conferences virtually.  Last week, I attended the Lenovo IAC and the Flex Supplier Summit.  Karl attended Supercomputing ’20.  Steve attended Druva DxPPalo Alto Networks Ignite’20 ( with Chris), and Red Hat Analyst Day (with Rhett).

We are looking forward to next week attending the Qualcomm Snapdragon Tech Conference, AWS re:Invent analyst conference, and Salesforce Dreamforce

Our MI&S team published 25 deliverables last week: 

The press quoted us with 18 citations. Journalists wanted to hear about AMD, Apple, Commvault, EdgeQ, Intel, IoT, Marvell, NVIDIA, Qualcomm, and T-Mobile.

Quick Insights:

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend) 

  • The House passed a $750M bill this week to provide grants and subsidies to operators and service providers that embrace Open RAN. It’s an impressive feat given the political upheaval in a presidential election year. Open RAN will drive the U.S. domestically sourced 5G supply chain, but it’s not without challenges given disaggregation complexity and standards fluidity. The dollars here are a minor relative to the billions being spent by operators to deploy 5G, but it could prime the pump for Open RAN.

Cloud Services (Rhett Dillingham) 

  • As we near AWS’s multi-week virtual version of re Invent, it was surprising to see AWS announce one of its most important new services of the year with the AWS Network Firewall ahead of the usual roster of big announcements at the event. This service is a significant portfolio addition for AWS into a relatively mature functional space competing with software appliance firewall tools available from ISV partners on EC2. It is yet another reminder that the top cloud providers will continue to expand its services footprint into existing ecosystem areas. Thus, addressing customer interests in vendor consolidation of cloud tooling providers and driving growth by increasing its addressable cloud services market footprint.

Datacenter: 

  • Storage- (Steve McDowell) 
    • N/A      
  • Networking- (Will Townsend) 
    • Start-up Celona attempts to make the deployment & management of cellular private networking infrastructure as simple as Wi-Fi with a SaaS delivery and partnership with HPE Aruba. Access to HPEs massive I.T. distribution channel should also accelerate adoption.
  • Server- (Matt Kimball) 
    • N/A

Home Automation/ Smart Home (Mark Vena) 

  • N/A

IIoT and IoT (Bill Curtis)

  • Arm Pelion is now a standalone business. Today, the Arm Pelion division re-launched as an independent company – a wholly-owned subsidiary of Arm. Hima Mukkamala remains at the helm as CEO. This move is not a surprise to anyone following Arm and SoftBank, but now it’s “official.” The transition should be smooth because Arm’s IoT strategy and architecture have been platform-independent from the start over five years ago. There are no overhanging dependencies on Cortex processors or system I.P. Pelion integrates IoT connectivity, device platform software, device management, and edge application management into a unified set of services. The business seems to be scaling nicely, now deployed by over 500 organizations. 
  • Zigbee’s CHIP initiative (Connected Home over I.P.) announced expansion into industrial (commercial) IoT. They follow the same road that Thread took five years ago, focusing first on consumers and then extending into commercial applications. This is a big step towards device interoperability for low power industrial devices, replacing (literally) hundreds of special-purpose protocols with low power versions of the same Internet protocols that we use every day. “I.P. to the edge” devices from different manufacturers and vertical industries can interoperate directly with one another. Its packets can be routed across standard I.P. networks without using ecosystem-specific gateway boxes. The industrial IoT “Tower of Babel” will gradually fade into myth and legend.

Machine Learning/ Artificial Intelligence (Karl Freund) 

  • It was a big week for A.I. technology announcements aligned to SC20.  NVIDIA announced an enhanced A100 Ampere GPU, doubling the on-package memory to 80 G.B. of HBM2E, which also increases bandwidth to 2 TB/S.  NVIDIA shared some performance improvements, which benefit large models such as DLRM recommended by as much as 3X. Consequently, NVIDIA has once again leapfrogged the leaders in Data Center A.I., which of course, is NVIDIA.
  • AMD introduced its first data center GPU, the MI100.  The HPC performance is impressive, and pricing will make it compelling for some HPC installations. The A.I. performance borders on anemic. Think of this as a development on-ramp to the company’s expected GPU paired with the exascale  El Capitan at the US DOE. 

Personal Computing/ Collaboration (Anshel Sag) 

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • More funding flowing into quantum is a good sign – Zapata Computing, a quantum software company, has received $38 million in Series B funding. That brings its total investment to $64+ million. Funding was led by Comcast Ventures, Pitango, and Prelude Ventures, with several additional investors. 
    • Zapata works with hardware partners that include IBM, Honeywell, and IonQ, plus other enterprise companies. Some of the funding will be used to hire additional researchers and programmers.
  • A study headed by NIST was recently released explores how to accelerate quantum technologies’ commercialization through a workforce equipped with the necessary skills. The study focused on interviews with 21 U.S. quantum companies. It describes the types of activities being carried out in the quantum industry, profiles the types of jobs that exist, and describes the skills valued across the quantum industry and every job. The current routes into the quantum industry are detailed, providing a picture of higher education’s current role in training the quantum workforce. It presents the training and hiring challenges the quantum industry faces and how higher education may optimize the important role it is currently playing. You can read the study here.

Security (Chris Wilder)

  • N/A

Columns Published (Forbes, UPLOAD VR, and others)        

  1. Apple MacBook Pro 13″ M1 Review- Why You Might Want To Pass, by Patrick Moorhead
  2. AWS Inferentia Gathers More Steam With Alexa, Snap, Anthem, And Conde Nast, by Patrick Moorhead
  3. NVIDIA’s GeForce Now Frees IOS Gamers From Apple’s Restrictive Store Policies, by Patrick Moorhead
  4. XBOX Series X Console Review- The Next Generation Of Gaming, by Patrick Moorhead
  5. Just The Facts: T-Mobile Weighs In On 5G, by Anshel Sag
  6. The Future Of Industrial IoT Gateways: Civilizing The Wild West Of IoT, by Bill Curtis
  7. Rackspace Technology Charges The Hill On Security In A Multicloud World, by Chris Wilder
  8. AWS Storage Day Rich With Announcements, by Steve McDowell
  9. NVIDIA Outperforms Itself Once Again, by Karl Freund
  10. AMD Goes After NVIDIA With New GPU For The Datacenter, by Karl Freund
  11. The Human Network: How Connectivity Will Change Lives, by Will Townsend
  12. IBM Focuses On Container Data In Latest Announcements, by Steve McDowell
  13. The New Xbox Series X: A Next-Gen Gaming Console That Radiates Power, by Mark Vena

Blogs Published (MI&S)                                                              

  1. A Chat With Qualcomm’s New Automotive Leader, Nakul Duggal, Driving An $8B Backlog, by Patrick Moorhead
  2. Oracle’s Larry Ellison Hosts’ Future Of CX’ Event Today And Salesforce Is Looking Increasingly Complex, by Patrick Moorhead
  3. Qualcomm’s Fiscal Q4 2020 Earnings Signify A New Company Chapter, by Patrick Moorhead
  4. What Apple Is Promising With The New MacBooks And Its Smartphone-Derived Silicon, by Patrick Moorhead
  5. Cisco Strengthens Portfolios And Programs At Two Key Virtual Events, by Will Townsend

Podcasts:

The G2 on 5G by Moor Insights & Strategy, with Anshel Sag and Will Townsend

  • Episode 30 – November 20, 2020
    • House passes $750M Open RAN bill- what does it mean for adoption?
    • Nokia, Qualcomm, and Elisa show off 8 Gbps mmWave with two devices
    • Start-up Celona and HPE Aruba partner to deliver integrated private networking solutions – how is it different than Nokia and Federated Wireless offerings?
    • Qualcomm was permitted to sell Huawei 4G chipsets, not 5G
    • Dish leases space on ~20K cell towers with Crown Castle – how does it impact its 5G rollout? (Dish may lose $3.3 billion in spectrum)
    • Verizon & Apple Enterprise partnership to swap entire fleets of iPhones to iPhone 12 to get users on 5G at no cost.
  • AWS Wavelength – Unlocking the Power of the Edge with Summit Tech
    • Will Townsend talks to AWS’ Bala Thekkedath, Principal Product Marketing, and Summit Tech’s Alido Di Giovanni about AWS Wavelength

DataCentric Podcast by Moor Insights & Strategywith Matt Kimball and Steve McDowell

  • Cloud-Native Data Protection, Commvault Style – with CommVault’s Global V.P. of Sales Engineering Don Foster
    • How data protection for containers is different from more traditional architectures.  How you integrate containers into an end-to-end D.P. strategy to cloud-native backup-as-a-service.

SmartTechCheck Podcast by Moor Insights & Strategywith Mark Vena

  • SmartTechCheck Podcast (11-18-20) – with John Clancy, Crestron’s V.P. of the company’s Residential Business
    • John’s take on how the pandemic has influenced the company’s smart home strategy, including what we might expect in the future
  • SmartTechCheck Podcast (11-17-20) – with Dwight Silverman, the Houston Chronicle’s longtime tech columnist
    • The new Apple iPhone Pro 12 Max and the new Apple Macs featuring Apple’s first-generation “Apple Silicon” technology

The Six Five Podcast by Moor Insights & Strategy and Futurum Research, with Patrick Moorhead and Daniel Newman

The Moor Insights & Strategy Podcast, with Moor Insights & Strategy analysts 

Press Citations: 

  1. AMD, NVIDIA, new GPUs/ TechTarget: https://searchenterpriseai.techtarget.com/news/252492345/New-Nvidia-AMD-GPUs-deliver-more-memory-and-speed-again
  2. AMD, Xilinx acquisition/ Inside Big Data: https://insidebigdata.com/2020/11/16/above-the-trend-line-your-industry-rumor-central-for-11-16-2020/
  3. AMD, MI100 (Karl Freund)/ SDX Central: https://www.sdxcentral.com/articles/news/amd-takes-data-center-gpu-fight-to-nvidia/2020/11/
  4. Apple, Mac event/CNET: https://www.cnet.com/news/apple-remaking-mac-computers-and-its-taking-control-to-do-it-one-more-thing-event-m1/
  5. Apple, AR (Anshel Sag)/ CNET: https://www.cnet.com/news/apples-secret-weapon-in-ar-is-right-in-front-of-us/
  6. EdgeQ, 5G, AI (Will Townsend)/ Enterprise AI: https://www.enterpriseai.news/2020/11/18/edgeq-brings-its-soc-for-5g-ai-and-the-edge-to-market/
  7. Intel, struggles/ Barrons: https://www.barrons.com/articles/intel-has-lost-ground-to-amd-and-nvidia-and-apple-ditched-its-chips-why-its-stock-can-rise-anyway-51605317412
  8. IoT, fire detection systems (Bill Curtis)/ IEEE Spectrum:
  9. https://spectrum.ieee.org/tech-talk/sensors/remote-sensing/how-iot-makes-fire-detection-systems-smarter
  10. Marvell, Inphi acquisition/ Evaluation Engineering: https://www.evaluationengineering.com/industry-events/article/21162955/for-marvell-10-billion-deal-brings-scale-for-cloud-data-centers-and-5g
  11. NVIDIA, earnings/ VentureBeat: https://venturebeat.com/2020/11/18/nvidias-q3-revenues-rise-57-to-4-73-billion-as-gaming-and-datacenters-stay-strong/
  12. NVIDIA, earnings/ SiliconAngle: https://siliconangle.com/2020/11/18/nvidia-smashes-earning-forecast-record-revenue-shares-sag/
  13. NVIDIA, A100/ SiliconAngle: https://siliconangle.com/2020/11/16/nvidia-doubles-memory-a100-gpu-ai-workloads/
  14. NVIDIA, A100 (Karl Freund)/ VentureBeat: https://venturebeat.com/2020/11/16/nvidia-launches-a100-gpu-for-supercomputers/
  15. NVIDIA, A100 (Karl Freund)/ ET Centric: https://www.etcentric.org/nvidia-debuts-new-version-of-a100-gpu-for-supercomputers/
  16. Qualcomm, business strategy/ Wall Street Journal: https://www.wsj.com/articles/qualcomm-cfo-overhauls-revenue-metrics-as-business-shifts-11605709800
  17. T-Mobile, Neville Ray (Anshel Sag)/ SDX Central: https://www.sdxcentral.com/articles/news/t-mobile-tech-head-ribs-mmwave-knocks-open-ran/2020/11/

Company:

New Gear or Software We are Using and Testing that is Public Knowledge 

  • Apple MacBook Pro 13” M1, MacBook Air M1, iPhone 12 mini 
  • Brother DS-640 scanner
  • Cable Matters Dual-Input USB-C Dock
  • FLIR thermal sensing camera
  • Huawei P40 Pro 
  • IBM Qiskit software
  • Intel ATX12VO motherboard & PSU
  • Samsung Galaxy Z Fold2
  • TCL 10 5G U.W.
  • T-Mobile TVision
  • Xbox Series X 

 Events MI&S Plans on Attending In-Person or Virtually (New) 

  • November 2020 
    • Amazon Re:Invent, virtual, November 30 (Steve McDowell, Patrick Moorhead)
    • Salesforce Dreamforce (Patrick Moorhead)
  • December 2020 
    • Qualcomm Tech Summit, Dec. 1-2 (Patrick Moorhead)
    • Marvell’s 2020 Industry Analyst Day, December 8 (Patrick Moorhead, Will Townsend)
    • Q2B Practical Quantum Computing by QC Ware, December 8-10 (Paul Smith-Goodson)
    • 5G A.I. Telco Summit NYC, December 9 (Will Townsend)
    • 2020 Intel Industry Analyst Summit, Dec 8-9 (Patrick Moorhead, Will Townsend) 
    • IDEX, virtual, December 15 (Mark Vena)
  • January 2020
    • CES Virtual, Jan 11-14 (Patrick Moorhead, Mark Vena, Anshel Sag)
  • February 2020
    • 24th Annual Conference on Quantum Information Processing, Feb 1-3 (Paul Smith-Goodson)

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The Team 

Analysts and Analysts In-Residence

  1. Patrick Moorhead, Founder, President, Principal Analyst; Broad technology coverage and deep insights into Cloud & SaaS, IoT, Personal Computing, Semiconductors, Automotive 
  2. Bill Curtis, Analyst In-Residence, IIoT, and deep IoT technology 
  3. Rhett Dillingham, Senior Analyst, Cloud Services 
  4. Karl Freund, Senior Analyst, HPC, and Deep Learning 
  5. Matt Kimball, Senior Analyst, Datacenter Servers, CI, and HCI 
  6. Steve McDowell, Senior Analyst, Datacenter Storage, and Storage Technologies 
  7. Anshel Sag, Senior Analyst; V.R., P.C. Gaming, Mobile Platforms 
  8. Paul Smith-Goodson, Senior Analyst; Quantum Computing 
  9. Will Townsend, Senior Analyst; Carrier Equipment and Services, DC Networking 
  10. Chris Wilder, Senior Analyst, Security 
  11. Mark Vena, Senior Analyst, Smart Home, and Home Security 

Operations 

  1. Dan Pickens, Business Director 
  2. Paula Moorhead, Marketing Director, Website, and Social Media 
  3. Walker Pickens, Media Relations, and Writer 
  4. Zane Pickett, Office Manager, A.P., AR, travel, writer 
  5. Lee LeClercq Williams, Business Associate