Moor Insights & Strategy Weekly Update ending December 18, 2020

A.R. Pros, 

I hope you all had a great week!  As we head into the U.S. holiday season, the Moor Insights & Strategy team wants to wish you a very Merry Christmas, Happy Hanukkah, and a blessed, Happy New Year.  

Last week, Melody attended Insurance Tech Virtual Conference (ITVC) and The Digital Finance (r)Evolution.  Will and Pat attended AWS re:invent.  We look forward to virtually attending CES in January 2021. 

Our MI&S team published 23 deliverables last week: 

The press quoted us with 8 citations. Journalists wanted to hear about Covid-19, Gaming, Intel, Microsoft, NVIDIA, Oracle, Storage, and TSMC.

Quick Insights:

AR/VR (Anshel Sag)

  • N/A

 Carrier/Wireless (Will Townsend) 

  • I firmly believe cellular networking will shine as it leverages IoT sensors to track shipments of the Covid-19 vaccine through UPS, FedEx, and other logistics companies within the U.S. I expect all of the tier one operators to have announcements in the coming weeks relative to its involvement.

Cloud Services (Rhett Dillingham) 

  • N/A

Datacenter: 

  • Storage- (Steve McDowell) 
    • Intel announced a handful of new Optane-based SSDs at its Intel Storage Moment event, including what looks to be the fastest enterprise SSD yet on the market.  Based on second-generation 3D XPOINT technology, the new Intel P5800X SSD delivers up to 1.5M IOPS (random read/write) with reading speeds above 7GB/s across a PCIe 4 bus. Beyond the P5800X, Intel also announced a new client-targeted SSD and new PMEM based on the latest Optane technology. These aren’t general-purpose parts, but the glimpse it inspires into the future of storage is inspiring.
    • The future of tape is looking good, as IBM and FujiFilm demonstrated a 580TB capacity tape, 32 times greater than current LTO-9 technology. The new technology uses a strontium ferrite media with narrower tracks than current offerings.  As impressive as it is, the technology won’t show up in products for several years, but it’s an impressive generational leap.        
  • Networking- (Will Townsend) 
    • The DENT project realized its first code release this week. DENT is a Linux Foundation initiative to enable the creation of a Network Operating System (NOS) for Disaggregated Network Switches in campus and remote enterprise locations. It’s ideal for retail, and I expect it will help accelerate the adoption of open source networking solutions in general.
  • Server- (Matt Kimball) 
    • N/A

FinTech (Melody Brue)

  • The FinTech space is still very active in funding and M&A for this time of year. Big banks are buying API startups, and Silicon Valley is funding FinTechs at various stages of growth. A challenger bank in Canada, Neo Financial, announced Wednesday its $50M Series A round from Peter Thiel and other Valley mega investors. Austin-based Self announced $40M Series A from Palo Alto VC fund, Meritech. IBM acquired Expertus, enterprise payments solutions. All of this happened just this week and is further evidence of the collaboration happening in the space, which I wrote about Wednesday in Forbes.
  • InsurTech and Instruction FinTech is positioning to break into the FinTech space, but it has a long way to come. It is still clipboard companies relying on paper transactions, but tech companies like Lemonade are giving them some “street cred” in the space. This is an area that I will be watching (and hoping) for innovation in 2021.

Home Automation/ Smart Home (Mark Vena) 

  • N/A

 IIoT and IoT (Bill Curtis)

  • N/A

Machine Learning/ Artificial Intelligence (Karl Freund) 

  • The year is finally coming to an end, and 2021 just HAS to be a better swing around the sun. The Cambrian-AI Explosion produces interesting chips, massive models, and significant use cases, including aiding the search for Corona Virus Vaccines. In the last few weeks, we heard from AWS, INTEL, NVIDIA, Qualcomm, Imagination, Mythic, Tenstorrent, SimpleMachines, and probably a few more that I missed. I’ve covered all the companies above on Forbes, as well as three new in-depth research papers: Qualcomm AI00, Synopsys, and Tenstorrent. 2021 promises even more innovations for A.I., so stay tuned!

Personal Computing/ Collaboration (Anshel Sag) 

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • Anyon Systems is a Canadian quantum computing company with H.Q. in Montreal. It recently announced it is providing a gate-based quantum computer (Canada’s first) to the Department of National Defense’s Defense Research and Development Canada (“DRDC”). It is a superconducting computer that Anyon has named “Yukon” after Canada’s westernmost territory. Canadian DRDC researchers have said it wants to explore quantum computing to solve problems of interest to its mission. 
  • I’m not the only one who believes that finance will likely be the first domain to reach quantum advantage on some applications. However, it still in the distant future. Goldman Sachs, JP Morgan Chase, and even BBVA are all aggressively researching quantum applications useful in its business. IBM and Goldman Sachs recently published a paper on arXiv entitled “A Threshold for Quantum Advantage in Derivative Pricing.” It provides the first estimate of resources needed to achieve quantum advantage for derivative pricing. The paper estimates it will take 7.5k logical qubits and 46 million gates to get 1-second pricing. It is understandable why we believe it will take another 10-15 years to reach quantum advantage.
  • When I spoke to Professor John Martinis of Google quantum supremacy fame a few weeks ago, he mentioned he had figured out solutions to several major superconducting problems.  This week he published a paper modeling cosmic ray radiation and the damage it does to qubit states. He also describes a method to channel the radiation away. This will reduce error correction resource requirements and increase qubit fidelity. He still has three more long-standing qubit problems and solutions yet to be published.

Security (Chris Wilder)

  • N/A

Columns Published (Forbes, UPLOAD VR, and others)        

  1. An Informative Intel Industry Analyst Conference 2020, by Patrick Moorhead
  2. Banks Turning To The Cloud For Growth And Improved Customer Experience, by Patrick Moorhead
  3. Lenovo ThinkPad P17 Mobile Workstation Review: Only Professionals Should Apply, by Patrick Moorhead
  4. Hewlett Packard Enterprise Adds HPC To Its GreenLake As-A-Service Portfolio, by Patrick Moorhead
  5. AWS Decommoditizing Compute With Re:Invent 2020 Announcements, by Patrick Moorhead
  6. 7 FinTechs Fueling Financial Inclusion, by Melody Brue
  7. Amazon AWS Ramps New Hardware For A.I., by Karl Freund
  8. Crestron’s Conferencing Solutions Flourish In The Smart Home, by Mark Vena
  9. Never Heard Of Silicon Lifecycle Management? Join The Club, by analyst Karl Freund
  10. An Interview With CEO Steve Lee About The Flagship PureWave Gen II, by Zane Pickett

Blogs Published (MI&S)                                                              

  1. Synaptics’ Q1 Earnings Reinforce That It’s An IoT Company, by Patrick Moorhead
  2. What The Ryzen 5000 Series Desktop Processor Reviews Say About Its Performance, by Patrick Moorhead
  3. 30 Years In And Arm Looks Stronger Than Ever, by Patrick Moorhead
  4. Intel Announces Gold Release Of OneAPI Toolkits And New Intel Server GPU, by Patrick Moorhead
  5. 5 “Smart” Stocking Stuffers Worth Your Attention This Holiday Season, by Mark Vena
  6. Qualcomm’s Snapdragon 888 Builds On Leadership In 5G, A.I. And Gaming Performance, by Anshel Sag
  7. Pure Storage Beats The Odds, Again, by Steve McDowell
  8. The Cambrian A.I. Explosion Ramps Up, by Karl Freund

Research Papers

  1. RESEARCH PAPER: Qualcomm: A New Force In Cloud A.I., by Karl Freund
  2. RESEARCH PAPER: Comprehensive Silicon Lifecycle Management, by Karl Freund

Podcasts:

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

  • N/A

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

  • N/A

SmartTechCheck Podcast by Moor Insights & Strategywith Mark Vena

  • SmartTechCheck Podcast (11-18-20)
    • John Clancy, Crestron’s V.P. of the company’s Residential Business, chats about his 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)
    • Dwight Silverman, the Houston Chronicle’s longtime tech columnist, chats about 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

  •  N/A

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

Press Citations: 

  1. Covid-19, virtual roadshows (Mark Vena)/ CFO Dive: https://www.cfodive.com/news/virtual-roadshows-negotiations-coronavirus/592058/
  2. Gaming, Microsoft, Intel, Sony (Mark Vena)/ Tech news World: https://www.technewsworld.com/story/86951.html
  3. Intel, competition/ Wall Street Journal: https://www.wsj.com/articles/intel-not-inside-how-mobile-chips-overtook-the-semiconductor-giant-11607749203
  4. Microsoft, Intel, Azure/ Barrons: https://www.barrons.com/articles/intel-stock-sinks-on-report-microsoft-may-build-own-chips-for-azure-servers-51608331195
  5. NVIDIA, AWS storefront/ HPCWire: https://www.hpcwire.com/2020/12/18/nvidia-opens-aws-storefront-with-ngc-software-application-catalog/
  6. Oracle, Austin, HQ/ Austin American-Statesman: https://www.statesman.com/story/business/2020/12/11/software-giant-oracle-moving-corporate-hq-austin/6513844002/
  7. Storage, intelligence (Steve McDowell)/I.T. Pro Today: https://www.itprotoday.com/backup/2020-saw-intelligent-data-storage-come-its-own
  8. TSMC, sales allowances/ Hexus: https://hexus.net/business/news/components/147149-tsmc-said-cutting-sales-allowances-major-clients/

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

  • Apple MacBook Pro 13″ M1, MacBook Air M1, iPhone 12 mini 
  • Huawei P40 Pro 
  • IBM Qiskit software
  • Intel ATX12VO motherboard & PSU
  • Samsung Galaxy Z Fold2
  • TCL 10 5G U.W.
  • Xbox Series X 

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

  • January 2021
    • CES Virtual, Jan 11-14 (Patrick Moorhead, Mark Vena, Anshel Sag)
  • February 2021
    • 24th Annual Conference on Quantum Information Processing, Feb 1-3 (Paul Smith-Goodson)

Subscribe 

  • Sign up  here  to get specific AI/ML, Datacenter, Cloud Services, Client Computing, IIoT, Semiconductor content. 

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. Melody Brue, Senior Analyst, Financial Tech
  7. Steve McDowell, Senior Analyst, Datacenter Storage, and Storage Technologies 
  8. Anshel Sag, Senior Analyst; V.R., P.C. Gaming, Mobile Platforms 
  9. Paul Smith-Goodson, Senior Analyst; Quantum Computing 
  10. Will Townsend, Senior Analyst; Carrier Equipment and Services, DC Networking 
  11. Chris Wilder, Senior Analyst, Security 
  12. 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