Moor Insights & Strategy Weekly Update Ending February 3, 2023

By Patrick Moorhead - February 4, 2023

We hope everyone had a wonderful week!  

This week, I attended Samsung Unpacked and an analyst council meeting in Seattle. Melody attended SMB Finance Leadership Forum.  

Next week, I will be attending a couple of events in San Diego and Seattle, Will is attending Cisco Live EMEA.

This week, our MI&S team published 18  deliverables:  

The press quoted us with 10 citations. Journalists wanted to hear about AMD, Apple, Samsung, Semiconductors, the video game industry, and virtual reality.  

MIS Quick Insights: 

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

  • Google CEO Sundar Pichai revealed to investors on Thursday that it is planning to launch its LaMDA language model with search functionality soon. This is obviously in response to the growing competition from Microsoft-backed ChatGPT. As another signal that Google is concerned about ChatGPT, Pichai announced he is restructuring its AI subsidiary, DeepMind, by integrating it into the main company.
  • This information on AI came when Google reported its fourth quarter of earnings and revenue that were lower than what analysts had predicted. These actions highlight Google's pressure to stay ahead in the rapidly evolving technology landscape, particularly in AI. By integrating LaMDA with search features and restructuring DeepMind, Google is signaling its commitment to advancing its AI capabilities and remaining a dominant player in the industry.

AR/VR (Anshel Sag) 

  • N/A

Carrier/Wireless (Will Townsend) 

  • N/A                    

Datacenter:  

Networking- (Will Townsend)  

  • N/A     

Server- (Matt Kimball)    

  • N/A 

FinTech (Melody Brue) 

  • N/A     

IioT and IoT (Bill Curtis) 

  • N/A 

Modern Work (Melody Brue)

  • T-Mobile intends to achieve net-zero emissions across the company's entire carbon footprint by 2040. As part of its sustainability efforts, T-Mobile, the first U.S. Wireless company to set the lofty net-zero goal, also signed The Climate Pledge, a declaration from a community of companies and organizations working towards a more sustainable future by solving the challenges of cutting global carbon emissions. Signatories of the Climate Pledge commit to reaching net-zero carbon emissions by 2040, which is ten years ahead of the Paris Agreement. In an upcoming Forbes article, I'll examine T-Mobile's declaration and address the "PR or Pioneer?" question and why other telecom companies have yet to pledge net zero emissions. 
  • At ISE (Integrated Systems Europe) in Barcelona, audio-video and systems integrators showcased productivity and collaboration tools from leading technology innovators and solutions providers. Poly, now part of HP's portfolio of hybrid work solutions that creates premium audio and video products, announced the bundling of its pro-grade mini conferencing PC with Microsoft Teams as part of its Poly Studio Room Kits, creating "a complete Microsoft Teams Room solution experience now integrated with HP compute for meeting rooms of any size," per the company's announcement. Since the height of the pandemic, hybrid work has lost its precise definition. It used to mean remote and in-office work. It has now come to mean many things, with work being conducted everywhere. Employees have enjoyed greater flexibility, shorter commutes, and increased agency of working from home.
  • Meanwhile, employers have realized cost savings, decreased their carbon footprints, and enjoyed the quality-of-life benefits that offering a hybrid work model for workers provides. Like many technologies during the past couple of years, collaboration platforms and remote or hybrid work tools took a massive leap in innovation and functionality. AI-driven features now cancel out noise, focus your gaze, and put you in the middle of a customized virtual office. Cameras can concentrate on an individual or zoom out to capture multiple participants. I see this market growing and don't think we've scratched the surface on products -- software and hardware - that cater to remote/hybrid work.

Personal Computing/ Collaboration (Anshel Sag)  

  • N/A 

Quantum Computing (Paul Smith-Goodson) 

  • DARPA announced three quantum companies participating in its five-year program with funding and resources designed to help underutilized technologies develop a prototype fault-tolerant quantum computer in five years. DARPA chose three different technologies: neutral atom spin qubits (Atom Computing), photonics (PsiQuantum), and topological (Microsoft). More info in my forbes.com article https://www.forbes.com/sites/moorinsights/2023/02/01/darpa-gets-serious-about-quantum-five-year-funding-to-build-fault-tolerant-quantum-computers-goes-to-atom-computing-microsoft-and-psiquantum/
  • Q-CTRL, a quantum software developer, has raised $27.4 million in its Series B-1 funding round, with investment from Salesforce Ventures. According to Pitchbook, the Series B extension increases Q-CTRL's total Series B funding to over $52 million, making it the largest among quantum software companies. The funds will strengthen the company's technology and product engineering and enhance its sales and marketing efforts. Q-CTRL aims to expand its team from 80 to around 120 in 2023, with offices in Sydney, Los Angeles, and Berlin.
  • SandboxAQ is a SaaS firm that provides a product with the combined benefits of AI and Quantum technology to governments and major corporations. It was awarded a Small Business Innovation Research contract by the U.S. Air Force to study quantum navigation. The award will support the research and development of the quantum navigation system, designed to supplement GPS for accurate navigation in challenging conditions where GPS precision may be impacted. The company's AQ-powered quantum sensor prototype will be improved through collaboration with the U.S. Air Force, including live demonstrations on Air Force aircraft. To me, it appears to be a good match because the  Air Force Research labs are also conducting similar research using quantum sensors applicable in combat situations. 

Retail Tech (Melody Brue) 

  • Studies show that 37% of adult Americans used their mobile phones for retail transactions in the past three months, an increase from 29% the previous year. I'm surprised by this trend since most shoppers with higher disposable incomes use their mobile devices to research purchases. Consumers often need help with ease of use and screen size, with many shoppers preferring to transact on computers and many finding mobile screens too small for shopping. As retailers embrace or adjust to omnichannel expectations, this is a crucial impediment to note. Also noteworthy is the checkout process and its importance to the purchase experience. Many consumers rank how they can pay as high as where they shop or the price they are willing to pay. Retailers with multiple payment options and checkout methods will reduce consumer frustrations and increase loyalty and return trips.

Security (Will Townsend) 

  • N/A            

Space (Paul Smith-Goodson) 

  • N/A    

Columns Published  

  1. Samsung Announces Its Next Generation Flagship S Series Devices And Galaxy Book3 Laptops, by Patrick Moorhead
  2. Intel's Future Is Prettier Than Its Past Quarter And Guide, by Patrick Moorhead
  3. NVIDIA's RTX And DLSS3 Cyberpunk Support Demonstrate Why These Features Are The Future Of Gaming, by Patrick Moorhead
  4. T-Mobile Sets Industry-Leading 2040 Net-Zero Commitment, by Melody Brue
  5. DARPA Gets Serious About Quantum: Five-Year Funding To Build Fault-Tolerant Quantum Computers Goes To Atom Computing, Microsoft And PsiQuantum, by Paul Smith-Goodson
  6. HP Poly Unveils Mini Conferencing PC And Other Microsoft Teams-Certified Solutions For Hybrid Work Collaboration, by Melody Brue
  7. Samsung's New Galaxy S23 And Galaxy Book Bring Incremental Changes To Samsung's Lineup, by Anshel Sag

Blogs Published (MI&S)                                                               

  1. Amazon's Alexa Ambient Experience Brings Matter Into The Mix At CES 2023, by Patrick Moorhead
  2. The Goldilocks Principle And Hybrid Cloud, by Patrick Moorhead
  3. Qualcomm Highlights Snapdragon Ride Flex SoC And The Best Concept Car At CES 2023, by Patrick Moorhead
  4. NI – Getting Complex Products To Market Faster, by Patrick Moorhead
  5. Cadence Brings Dolby Atmos To Automotive Entertainment Systems, by Patrick Moorhead
  6. AMD Brings Zen 4 Architecture And AI To Its Mobile Processors At CES 2023, by Patrick Moorhead
  7. Three 5G Networking And Cybersecurity Predictions For 2023, by Will Townsend

Research Paper(s): 

  • N/A

 Podcasts: 

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

  • N/A

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

Moor Insights & Strategy Podcast 

DataCentric Podcast

  • NA

Press Citations:  

  1. AMD / Siliconangle https://siliconangle.com/2023/01/31/amd-beats-expectations-grows-revenue-strong-data-center-chip-sales/
  2. AMD / Euronews https://www.euronews.com/next/2023/01/31/amd-results (Anshel Sag)
  3. AMD / Yahoo https://www.yahoo.com/lifestyle/1-amd-forecasts-first-quarter-212136437.html (Anshel Sag)
  4. AMD / Telecomlead https://www.telecomlead.com/telecom-chips/amd-revenue-jumps-44-to-23-6-bn-due-to-data-center-biz-108545 (Anshel Sag)
  5. Apple / CNET https://www.cnet.com/tech/mobile/iphone-14s-emergency-sos-launched-the-year-of-satellite-texting/ (Anshel Sag)
  6. Samsung / Fidelity https://www.fidelity.com/news/article/technology/202302012007RTRSNEWSCOMBINED_KBN2UB3X1-OUSBS_1 
  7. Samsung / Yahoo News https://finance.yahoo.com/news/1-samsungs-newest-galaxy-smartphones-204100849.html (Anshel Sag)
  8. Semiconductors / MSN https://www.msn.com/en-us/money/topstocks/growing-demand-for-computing-and-ai-bode-well-for-high-end-semiconductors-says-patrick-moorhead/vi-AA16Thwo 
  9. Video Game Industry / Laptopmag https://www.laptopmag.com/features/gamers-are-as-much-to-blame-for-broken-game-launches-as-the-studios-heres-why (Anshel Sag)
  10. Virtual Reality / MarketWatch https://www.marketwatch.com/amp/story/is-virtual-reality-a-way-to-battle-loneliness-in-older-adults-11675288995 (Anshel Sag)

Company: 

  • N/A

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

  • Inseego MiFi X Pro 5G hotspot 
    • OnePlus 11 5G 
    • OnePlus Buds 2 Pro 
    • Solis Lite Global Mobile Wi-Fi hotspot   

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

  • February
    • Cisco Live EMEA – Amsterdam, February 6-8 (Will Townsend) 
    • Net Events Debate Moderator – Digital Transformation and the challenges of CIOs and CISOs, San Jose, Feb 15-16 (Matt Kimball) 
    • Mobile World Congress – Barcelona, February 27 – March 2 (Anshel Sag, Will Townsend) 
  • March
    • Mobile World Congress, March 1 (Patrick Moorhead) 
    • APS Quantum, Las Vegas, March 5-10 (Paul Smith-Goodson) 
    • LoRa Alliance Event - Orlando, March 14-16 (Will Townsend)
    • Connected America – Dallas, March 28-29 (Will Townsend) 
  • April
    • Fortinet Accelerate – Orlando, April 3-6 (in person) (Will Townsend) 
    • RSA Conference – San Francisco, April 24-27 (virtual) (Will Townsend) 
  • May 

Subscribe  

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

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. Anshel Sag, Principal Analyst; VR, PC Gaming, Mobile Platforms  
  6. Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing  
  7. Will Townsend, Principal Analyst; Security, Carrier Services, Networking  
  8. Chris Wilder, Contributor, Security  
  9. Jacob Freyman, Junior Analyst 

Operations  

  1. Dan Pickens, Business Director  
  2. Paula Moorhead, Marketing Director, Website and Social Media  
  3. Zane Pickett, Office Manager, AP, AR, travel, writer  
  4. Lee LeClercq Williams, Business Associate  
  5. Nigel Church, Business Associate, Writer, Editor 
  6. Connor Kenyon, Six Five Sales & Business Development 
Patrick Moorhead
+ posts

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.