Moor Insights & Strategy Two-Week Update Ending November 19, 2021

By Patrick Moorhead - November 19, 2021

I hope you all had a great couple of weeks! 

Last week, I attended NVIDIA GTC (with Paul) and a processor vendor analyst council.  Anshel attended AWE USA 2021.  Melody attended VentureBeat’s GamesBeat Summit Next.

This week our team was busy participating at several events.  I attended SAP TechEd, Lenovo ISG Advisory Council, Qualcomm Investor Day (with Will and Anshel), and IBM Quantum Summit (with Paul).  Anshel attended MediaTek Executive Summit.  Matt attended OVH Cloud Analyst Day and Red Hat Analyst Day. Paul attended Planet Virtual Investor Day.  I keynoted and Will and Steve attended Ericsson 5G Things Summit.  Will attended Nokia GAF.

Our MI&S team published 31 deliverables: 

The press quoted us with 28 citations. Journalists wanted to hear about Affirm, AI, AMD, 5G, Datacore, Google, HP, Metaverse, Motorola, NVIDIA, OLED, Qualcomm, Samsung, Tech, and T-Mobile. 

Quick Insights:

A.I./Machine Learning (Paul Smith-Goodson)

  • AI continues to produce amazing medical diagnostics. A recent study by a coalition of universities in the US and China to determine if AI could help pathologists. The average workload of pathologists has increased dramatically, and fatigue can cause unintended misdiagnosis as they examine and label thousands of histopathology images on a regular basis. Over 13,000 images of colorectal cancer were collected from 8,803 subjects and 13 independent centers in China, Germany, and the United States to carry out the study. Pathologists scored on average .969 accuracy for identifying colorectal cancer manually, while AI algorithms scored on average .980, comparable if not higher.
  • At GTC, NVIDIA announced a custom voice feature for Riva speech AI software.  This will enable companies with multiple brands to create a custom voice for each brand. For instance, a sports company might have a voice similar to a sports announcer for high-end logoed products such as jerseys and have a younger kid voice for elementary and middle school products. A company can create custom, human-like voices in just a day using 30 minutes of audio data. This feature will likely be widely used as it can be combined with interactive voice features and customer service.
  • This has been a year of large, difficult to control forest fires. Last year's fires resulted in over $20B in the western states alone. Several companies are beginning to apply AI to the management and prediction of these catastrophes. NVIDIA and Lockheed Martin working with the U.S. Department of Agriculture Forest Service and Colorado Division of Fire Prevention & Control (DFPC) using AI and digital-twin simulation. Part of the plan is to build the world’s first AI-centric lab dedicated to predicting and responding to wildfires. Fires will be recreated as a digital twin, which will allow control measures and suppression techniques to be duplicated and tested in the digital twin. NVIDIA is working with a number of companies to create digital twins in virtual reality to improve product testing, manufacturing, and troubleshooting. 

AR/VR (Anshel Sag)

  • Meta showed off its new haptic VR glove technology as a research project which looked very similar to the HaptX system, which has existed for years and appears to infringe on some of its patents.
  • The HTC Vive Focus 3 recently got a major update that adds WiFi 6E support and a multitude of location-based entertainment (LBE) VR features. This should help HTC simplify the VR experience for LBE businesses. Many of which currently use VR backpacks and less scalable solutions than a standalone headset like the Vive Focus.

Carrier/Wireless (Will Townsend)

  • Nokia recently held its Global Analyst Forum, and I am impressed with its focus on security. The 5G New Radio standard delivers several security enhancements over 4G LTE. Given 5G's significant improvement in device density, more network devices equate to an expanded attack surface for bad actors. Thus, operators will need to harden their 5G deployments. Consequently, Nokia's managed security services portfolio is a compelling consideration for operators given its identity and access, application, data, and general network infrastructure.
  • Orange recently opened an Open RAN integration center, and Samsung Networks is a big part of the effort. I continue to be impressed with the infrastructure provider's momentum outside of Asia that began with Verizon's 5G deployment. I expect Samsung to be a viable alternative relative to Ericsson and Nokia long term given the company's depth in automotive, semiconductor, and other verticals that will take advantage of 5G is manufacturing automation use cases.  


  • Storage- (Steve McDowell) 
    • Seagate demonstrated a prototype of an NVMe-attached hard drive at Open Compute Summit. NVMe removes the performance bottlenecks of SATA for flash storage, but it doesn’t do anything to increase the performance of traditional hard drives. Where NVMe and Hard Drives demonstrate benefit is in simplifying system design, streamlining hardware material and manufacturing costs while also simplifying the operating system stack — that’s what Seagate and Open Compute want to achieve.  Seagate will begin sampling drives in September next year, with production sometime in 2023. 
    • PCIe 5 will arrive in servers sometime next year, and we’re starting to see product announcements and performance numbers from PCIe 5 peripherals.  This past week Korean silicon startup FADU shoed off its upcoming Echo PCIe 5 SSDs, and the numbers are spectacular. FADU is touting 3.4M random read IOPS, 14.6GB/s sequential write, and 10.4GB/sec sequential write speeds. This is more than 2X of what we see with PCIe 4. This technology should start showing up in storage arrays starting sometime 2H 2022.  
  • Networking- (Will Townsend) 
    • Cisco recently held a post-earnings call for analysts following the close of its FY Q1. I am impressed with an astounding product order growth of 33% and overall top-line financial growth of 8% year over year. From my perspective, this demonstrates the demand for all of Cisco's offerings and the company’s ability to execute despite the global supply chain challenges.
    • Cisco recently announced several enhancements to its portfolio at its recent Partner Summit event. Most notable is the leverage of its ThousandEyes acquisition to provide deep observability for SaaS applications and Internet outages. This functionality should enable IT, operators to deliver more consistent application support in campus and remote work environments.  
  • Server- (Matt Kimball) 
    • DataCore, a long-time provider of software-defined storage management solutions, acquired container data-management startup MayaData for an undisclosed amount. This isn’t entirely out of the blue, as DataCore was one of three participants in MayaData’s latest fundraising round. As part of that funding deal, DataCore transferred its container-focused engineering team over to MayaData. The acquisition brings much-needed cloud-native functionality to DataCore’s portfolio. A solid acquisition.
    • There was a lot of hype around AMD’s launch of Milan-X and its Instinct MI200.  And rightly so.  The company is smartly doubling down in a lucrative space (HPC) where it already enjoys significant performance advantages with Milan-X. Milan-X puts more daylight between AMD and Intel from a raw performance and performance per watt perspective, which should lead to AMD accelerating its standing in the TOP500 and Green500 supercomputing lists.  
    • Staying on the AMD topic, what stood out to me more than Milan-X was its announcement of Bergamo – a 128 core CPU built on the Zen4 architecture targeting cloud service providers. The anticipated ship of this is early 2023, and I must say that I’m impressed that the company is going down this path.  Cloud is a huge market that continues to grow, and it is a market that is central to AMD’s success. This seems to take a direct strike at Arm-based chip vendors that have been demonstrating great core density over the last couple of years.  I’m sure we will hear from Arm and its ecosystem of silicon vendors over time.  Further, I do believe Arm’s appeal to CSPs goes well beyond core counts. 
    • Often overlooked in the AMD hype cycle is that Intel plans to release its rich core count part in 2023.  While in some charts, it simply displays as “greater than 128 cores,” – rumor has it that this part will be upwards of 256 cores. 
    • Here’s the bottom line. It’s easy for the market (including myself) to get overly excited about what one company does relative to the competition. And a story like AMD is so fun to follow. However, one of the best things I’ve seen come out of AMD’s resurgence is an Intel that seems to understand it needs to play catch up. And an Arm ecosystem that sees opportunities across the edge and the cloud. Honestly, has there ever been a more exciting time in the chip market? 
    • While it’s trendy (and probably accurate) to say that everything in the datacenter will be offered as a service, how much XaaS will enterprise IT adopt?  I see so much value to an IT organization when consuming ready-configured services and solutions based on GreenLake, APEX, TruScale, or other offerings. Frankly, I see more value and appeal to IT v the public cloud providers delivering on-perm solutions.  The question is, are there any sacred cows in the datacenter that can not be consumed in an “as-a-Service” model?  It sounds like a good topic for Forbes     

FinTech (Melody Brue)

  • The prospective PayPal acquisition of Pinterest has been called off. News of the deal not happening had mixed results on both company’s share prices. Pinterest share price declined 12 percent while PayPal’s stock rose 3.6 percent. While PayPal’s e-commerce platform has benefited from pandemic shopping behaviors, the company does not have the social media muscle or experience in advertising and user engagement. PayPal’s acquisitions of Paidy (BNPL) and Happy Returns (no-ship returns for online shopping) this year, in addition to coupon-finder Honey, show the company is building out a complete payments/e-commerce ecosystem. The called-off deal could put Pinterest in a position for a different acquisition, very likely at a lower valuation than the PayPal deal.  
  • Visa’s Cybersource has joined the International Air Transport Association (IATA) Financial Gateway. Cybersource, Visa’s global payment and fraud management platform, will empower airlines to streamline commerce and payment efficiencies and manage fraud. Cybersource’s global capabilities are now available as a pre-integrated, secured digital acceptance tool to IATA’s 290+ airline members. This eliminates the need for airlines to use multiple products, streamlining online and in-person services that simplify and automate payments to save costs, reduce operational delays, and maximize revenue.

IIoT and IoT (Bill Curtis)

  • Amazon just joined the Thread Group BOD, and Infineon joined the Matter alliance. Here’s why you should pay attention to these two IoT standards right now. Matter (formerly known as CHIP, Connected Home over IP) is a unified connectivity protocol – a “lingua franca” – that enables devices from any manufacturer to communicate via standard IP protocols over any IP-bearing network such as WiFi, Thread, and 5G. Amazon joins Apple, Google, Samsung SmartThings, and other big companies pledging to build compatible products and remove undifferentiated friction from the ecosystem. The most prominent companies in the  Matter Alliance are also on the Thread Group board of directors – Apple, Google, and Amazon. After 20 years of balkanized device networks, these big companies all agree on a unified future, and it’s a simple story. Matter is the application layer protocol that defines how devices communicate over IP networks. Thread extends IP networking to small, simple devices like sensors and actuators that connect via non-IP protocols. Thread is already shipping in high-volume products such as the Google Nest WiFi router, WiFi point, and Hub Max. I expect Matter-based products in mid to late 2022. So, we’re now only a year away from a new IoT era where products from different vendors work together over broadly supported, IP-based networks – WiFi for larger devices and Thread for small, low-power ones. Matter is the real deal. All companies with interests in IoT should plan accordingly.
  • The big IoT news from Arm DevSummit is “Arm Total Solutions for IoT,” a “Foundation for a new IoT economy.” Although this bold statement sounds a bit hyperbolic, the program has the potential for significant improvements in TTM, development cost, security, and supportability for end-to-end IoT solutions. It’s an umbrella program orchestrating many different initiatives that span the solution development value chain – system definition, solution design, and product development. It’s the first time Arm has spelled out exactly how Cassini, Centauri, Corstone, processor roadmaps, virtual hardware targets, and Arm’s many open-source projects combine to accelerate solution development. Some Arm partners might see the program as reducing value-add opportunities, but in reality, it’s removing undifferentiated friction from the IoT solution value chain.

Personal Computing/ Collaboration (Anshel Sag) 

  • The FAA and FCC are finally starting to work together to address the issue between the cellular operators and the airline industry. Even though, as more information comes to light, it seems like most issues would be with outdated planes that have never had any kind of filters.
  • The 3.45 GHz auction closes at $22 Billion, an incredibly expensive auction for 100 MHz of spectrum. Still, it will help companies starved for mid-band like Verizon and AT&T. It will also help American operators gain interoperability with 5G devices worldwide.
  • T-Moblie hit 200 million POPS with its mid-band ultra-capacity spectrum ahead of schedule (which was the end of this year) and said it expects to have 300 million POPS by the end of 2023. But at this pace, its possible that we could see it come much earlier.
  • Epic Games’ Tim Sweeny says that the Metaverse is a multi-trillion-dollar opportunity, and considering that I spoke with him about the Metaverse about 5 years ago at this point, its quite clear that he knows more about the Metaverse than most people who are simply pontificating about it because everyone has been talking about it after Mark Zuckerberg’s Facebook pivot.

Quantum Computing (Paul Smith-Goodson)

  • IBM made a series of recent announcements, one of which was the 127 qubit Eagle processor. This wasn't a surprise as the Eagle first appeared on IBM's roadmap late last year. The Eagle marks a turning point in quantum computing for two reasons.  One, 127 qubits is beyond the threshold where classical computers can simulate it, and two, although IBM will continue to scale cubits, it believes it has a tool that allows it to begin focusing on useful work.
  • IBM still has the 433 qubit Osprey and the 1121 qubit Condor its roadmap, but the Eagle is the last system that will be developed on the IBM Quantum System One. IBM is planning for Osprey and Condor to use the new IBM System Two that will contain a new generation of controller with new I/O cabling.
  • Three neutral atom quantum startups are starting to become active: Atom Computing, QuEra, and Paqual. I have received briefings from all three companies, and my conclusion is, although there are still problems to overcome, neutral atom is a technology to watch.
  • IonQ has announced a partnership with Multiverse Computing, a quantum company with a product called Singularity that is centered in the finance domain. Multiverse doesn't require anyone to know anything about quantum computers or how to program one. Singularity converts a finance spreadsheet model to quantum code then runs it on IonQ's trapped-ion quantum computer. This means financial institutions can take advantage of the power of quantum without ever writing a line of code. I don't have in-depth technical information about the product, but once I have it, I will publish more information about the product and how it performs.

Security (Will Townsend)

  • Lacework, considered a unicorn security startup, announces an impressive$1.3B funding round that places its valuation at $8.3B. The company provides a cloud security automation platform for AWS, Azure, and GCP and aims to improve visibility across workloads and containers. The company is competing with the likes of Palo Alto Networks, and it is winning opportunities with a platform that is easier to deploy and aggressively priced while at the same time providing similar functionality.
  • Zscaler recently announced enhancements to its ZDX platform that promises similar application insights to Cisco's recent announcement. What strikes me as impressive is the leverage of its zero-trust footprint to sell adjacent services such as application visibility and SDWAN.     

Columns Published (Forbes, eWEEK, UPLOAD VR, and others)        

  1. A Chat With Qualcomm’s Licensing Business Leader, John Han, by Patrick Moorhead
  2. Microsoft Focuses on K–8 Education Market: Windows 11 SE, Surface Laptop SE, Simplified Intune, by Patrick Moorhead
  3. NVIDIA Improves Its Intelligent Vehicle Stack At NVIDIA GTC, by Patrick Moorhead
  4. Microsoft Ignite 2021: Cloud, the Metaverse, and More Cross Company Capabilities, by Patrick Moorhead
  5. Atom Computing: A Quantum Computing Startup That Believes It Can Ultimately Win The Qubit Race, by Paul Smith-Goodson
  6. Zscaler Digital Experience Raises The Bar For Application Monitoring And More, by Will Townsend
  7. Database-As-A-Service – Are You In The Cloud? By Matt Kimball
  8. AMD Doubles Down On HPC With Milan-X And MI200, by Matt Kimball
  9. Therabody Introduces RecoveryAir Compression Therapy To Their Growing Tech Wellness, by Zane Pickett

Blogs Published (MI&S)                                                              

  1. Amazon Expands Social Safety Net For Hourly Parents And Military Spouses, by Patrick Moorhead
  2. HP Inc. Expands Forest Conservation Partnership With World Wildlife Fund, by Patrick Moorhead
  3. BoxWorks 2021: Advancing Security, Mobile, And Integrated Offerings, by Patrick Moorhead
  4. Movandi Makes MmWaves At Mobile World Congress Los Angeles 2021, by Patrick Moorhead
  5. Oracle NetSuite In A Sweet Spot For Growing Businesses: The Scoop From SuiteWorld 2021, by Patrick Moorhead
  6. New VMware CTO Kit Colbert Steers The Company Towards SaaS, by Patrick Moorhead
  7. Micron, Kobayashi Maru And The Future Of The Data Center, by Patrick Moorhead
  8. Intel CEO Pat Gelsinger- ‘Developers, You’re The Center Of Value Creation’, by Patrick Moorhead
  9. Zoho One: Unification On Every Level And Why It Matters, by Patrick Moorhead
  10. Samsung Announces Bespoke Edition For The Galaxy Z Flip3 And Watch4 At The Galaxy Unpacked Event Part 2, by Patrick Moorhead
  11. HP Launches New Lineup Of Consumer Devices With A Focus On Camera Quality, by Patrick Moorhead
  12. Google Stresses Hybrid, Security, All-In Customers At Cloud Next ’21, by Patrick Moorhead
  13. Poly Studio P21 Is The New All-In-One Secondary Monitor That You Didn’t Know You Needed, by Zane Pickett
  14. Google Tensor SoC And Pixel 6 Benchmarks Show Google’s Intentions For Building Its Own SoC, by Anshel Sag
  15. Qualcomm And Mixed Reality: The Next Step In The Evolution Of XR?, by Anshel Sag
  16. HP Chromebase All-In-One 21.5 Inch Desktop Turns To Disrupt The Market, by Zane Pickett
  17. Color Collab Review With Foundry IV, CEO, Tobias Sherman And ‘Ink Master’ Partner, Chris Nunez, by Zane Pickett
  18. Keeping An “AI” On Fintech: AI-Based Use Cases Poised To Take Financial Services To The Next Level, by Melody Brue

Research Paper(s):


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

  • The G2 on 5G Podcast Episode 75 November 12, 2021      
    • Vodafone expands fiber partnerships - how will it position them in the United Kingdom for broadband opportunities, and will 5G play a role?
    • RootMetrics analysis of T-Mobile 5G speeds - what’s the inside scoop?
    • Germany announces ~$350M fund for Open RAN projects - is it enough to move the needle?
    • Aviation Industry wants longer delays to CBAND deployment
    • Orange and Samsung Networks Open RAN tie-up - has the Korean infrastructure provider leveled the 5G playing field with its European competitors?
    • Qualcomm’s Snapdragon Spaces XR platform brings in Deutsche Telekom, NTT DoCoMo, and T-Mobile to help deploy XR at scale over 5G at AWE2021

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

  • N/A

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

Moor Insights & Strategy Podcast

Press Citations: 

  1. Affirm / Protocol (Melody Brue)
  2. AI / Marketscreener
  3. AMD / Postbulletin
  4. AMD / Austin American Statesman
  5. AMD / SDXCentral (Matt Kimball)
  6. AMD / Thehackpost 
  7. 5G, 3G / (Will Townsend)
  8. Datacore, MayaData / (Steve McDowell)
  9. Google, Pixel / AndroidCentral (Anshel Sag)
  10. Google, Pixel / AndroidCentral (Anshel Sag)
  11. HP, stocks /Invest Chronicle
  12. Metaverse / Mobilworldlive (Anshel Sag)
    Metaverse/ AndroidCentral (Anshel Sag)
  13. 5G, 3G / (Will Townsend)
  14. Datacore, MayaData / (Steve McDowell)
  15. Google, Pixel / AndroidCentral (Anshel Sag)
  16. Google, Pixel / AndroidCentral (Anshel Sag)
  17. HP, stocks /Invest Chronicle
  18. OLED / Bestgamingpro (Anshel Sag)
  19. OLED / PCWorld (Anshel Sag)
  20. Qualcomm / TimesofSanDiego
  21. Qualcomm / Yahoo
  22. Qualcomm / WTVBam
  23. Qualcomm / Reuters
  24. Qualcomm, Nuvia / The Register
  25. Qualcomm / Saltwire
  26. Samsung / (Anshel Sag)
  27. Tech, holidays /TheNewYorkTimes
  28. T-Mobile /9to5Mac  (Anshel Sag)
    T-Mobile / NASDAQ (Anshel Sag)

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

  • AMD RX 6600XT
  • Apple iPhone 13 mini, MacBook Pro 14”, MacBook Pro 16”
  • Dell UltraSharp Webcam 4K, XPS 17
  • HP Reverb G2 Omnicept
  • Intel Alder Lake
  • Microsoft Surface Duo 2, Surface Laptop Studio
  • Samsung Galaxy buds 2, Galaxy Watch 4, Galaxy Z Fold3 5G, and the Galaxy Z Flip3 5G, Galaxy Watch4 Classic 46mm
  • TCL 20 Pro 5G
  • Xilinx Kria KV260 Vision AI Kit

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

  • November
    • 5G Techritory Latvia – November 22-25 (Will Townsend)
    • AWS re:Invent – November 29-December 5 (Melody Brue, Patrick Moorhead, Will Townsend)
    • Qualcomm Snapdragon Tech Summit, Nov 30-Dec 2, Hawaii (Patrick Moorhead, Anshel Sag)
  • December
    • Marvell industry analyst day, December 7 (Patrick Moorhead, Will Townsend)
    • ITS Reimagining Transportation Conference, Dec 7-10, Charlotte NC (Steve McDowell)
    • Device vendor analyst council, Dec 8 (Patrick Moorhead)
    • Processor vendor analyst council, December 17 (Patrick Moorhead)
  • January
    • CES 2022, Jan 5-7, Las Vegas (Anshel Sag, Patrick Moorhead 3-7)


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The Team 

Analysts, Analysts In-Residence, Contributors

  1. Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud & SaaS, Personal Computing, Semiconductors, Automotive 
  2. Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology 
  3. Matt Kimball, Principal Analyst, Datacenter Servers, CI, and HCI 
  4. Melody Brue, Principal Analyst, Financial Tech
  5. Steve McDowell, Principal Analyst, Datacenter Storage, and Storage Technologies 
  6. Anshel Sag, Principal Analyst; V.R., P.C. Gaming, Mobile Platforms 
  7. Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing 
  8. Will Townsend, Principal Analyst; Security, Carrier Services, Networking 
  9. Chris Wilder, Contributor, Security 


  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, AP., AR, travel, writer 
  5. Lee LeClercq Williams, Business Associate 
  6. Jacob Freyman, Writer, and Researcher 
Patrick Moorhead

Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.