Waseem Haider

Market & Competitive Intelligence I Technology Analyst I Digital Transformation (DX)

[Waseem Haider @WHaider_TI]

Cellular IoT Forecast Update 2024

Highlights:
# Global Cellular IoT connections will grow at a CAGR of 14% between 2023-2033.
# 5G share will increase & 6G making in-roads beyond 2030.
# 5G IoT connections will not gain much significance until 2026.

TechInsights

#IoT

[Waseem Haider @WHaider_TI]

Nokia-Infinera Deal
The acquisition makes a lot of sense looking at the combined product portfolio and complimentary regional coverage. Overall, things looks positive but Nokia do have certain challenges to take full benefit of the deal.
Insight: https://t.co/FAQz8dfkcn

[Waseem Haider @WHaider_TI]

Communications Semiconductor Market: Key insights

# The Processors market is poised for a rebound in 2024.
# Massive AI data-center Investments will drive strong growth in Ethernet ICs.
# The FPGA market will grow at a steady rate.

Report: https://t.co/Citl8Qp1uR

#telecom

[Waseem Haider @WHaider_TI]

Celebrating Earth Day with focus on sustainability @Techsinsights continues to focus on building data, intelligence, and insights to assist our customers in building Life Cycle Assessments and solve the challenge of reporting Scope 1, 2, and 3 emissions.

https://t.co/Py3jb8looh

[Waseem Haider @WHaider_TI]

AI, Open APIs, 5G SA, Ambient (Passive) IoT, NTN...are discussed in Barcelona this year at MWC as some of the technologies with the potential to revitalize the telecom industry. AI by far topped the list.

Blog: https://t.co/8VxxHXSFii (Free for registered users)

#ai #5GA

[Waseem Haider @WHaider_TI]

MWC 2024 Day 1 Highlights

Key themes:
#1 AI - is all over as predicted
#2 Sustainability - part of every discussion
#3 Open Gateway APIs - GSMA bullish about Open APIs

I would sum-up my views on day 1 with a blog post end of day today. Watch the space....

#MWC2024

[Waseem Haider @WHaider_TI]

@techinsightsinc Analyst teams are gearing up for the exciting MWC 2024 next week.
MWC 2024 Preview Video:
🎥 Telecoms Outlook - https://t.co/2kPQM8x03R

See you in Barcelona! 🌞

#MWC2024

[Waseem Haider @WHaider_TI]

Vodafone IoT business to spun-off into a standalone business by April 2024, Microsoft signed a strategic agreement with Vodafone.
-Vodafone's IoT platform will move to MS Azure,
-MS will help Vodafone to scale IoT to "300 million" enterprises & SMEs.
PR: https://t.co/7JcZwkKvqL

[Waseem Haider @WHaider_TI]

HPE buying Juniper Networks comes with its own odds and strategic challenges. The Telecom Strategies team at TechInsights have summed up the HPE-Juniper deal highlights in a blog.

Blog: https://t.co/hmkWrdPcY3 (FREE for Registered Users)

@HPE @JuniperNetworks @techinsightsinc

[Waseem Haider @WHaider_TI]

TechInsights' analysts attended the ZTE 5G Summit and Analyst Conference 2023. One key insight which stood out was ZTE's R&D capabilities and investments in technologies such as 5G Core, Chips, AI and Server/Storage.

Blog: https://t.co/AjQRmWPJyc

@ZTEPress @techinsightsinc

[Waseem Haider @WHaider_TI]

eSIM/iSIM Vendor Ecosystem

I did a blog post to highlight the interesting takeaways from my latest insight report on the thriving eSIM/iSIM ecosystem.

Report: https://t.co/hGAKxAJdxk (Paywall)
Blog: https://t.co/NvFFIFYavf (Free for registered users)

#esim #isim #iot

[Waseem Haider @WHaider_TI]

I have contributed to a blog post by IoTerop extending on the eSIM/iSIM topic:

IoTerop Blog: https://t.co/0eakzdvvID

Thanks @IoteropCompany for the interesting blog and including TechInsights input on the eSIM/iSIM market development.

#esim #isim #iot

[Waseem Haider @WHaider_TI]

Thrilled to introduce the latest cool addition to our research platform - TechInsights NOW 👊 👊

TechInsights NOW will provide you with the most recent updates and dashboards on Semiconductor and related industry trends in real-time.

Check it out!
#TechInsights #semiconductor

[TechInsights @techinsightsinc]

👉https://t.co/wnPdxi8srD
📢 Exciting News! Introducing TechInsights NOW - Your Quick Semiconductor Fix! 🚀

We're thrilled to launch TechInsights NOW, providing quick Semiconductor updates and dashboards designed to keep you informed in real-time.

🔍 Key Highlights:
Real-time Dashboards: Stay updated with daily data flow on Semiconductor industry trends.
Featured Content: Curated insights refreshed weekly to keep you ahead of the curve.

Don't miss out! Bookmark TechInsights NOW for quick access. Stay informed on disruptive innovations and research!
#TechInsightsNowLaunch #Semiconductors #TechInsights

[Waseem Haider @WHaider_TI]

Join the upcoming webinar/panel discussion where I will be presenting the IoT eSIM/iSIM market overview followed by a panel discussion with industry experts from @Kigen_Ltd @thalesgroup @IoteropCompany
Register: https://t.co/9ConQwoeE3

#esim #isim

[Eric Smith @esmithtech]

Happy to announce our model-level reporting on Apple iPad is now available. Wondering how the economy is affecting demand by model? Link included in the thread!

[Waseem Haider @WHaider_TI]

*TechInsights' Enterprise IoT Survey - US Key Findings*

Top 3 Findings:

1. 51% of the enterprises are using both Cellular & Non-cellular technologies
2. 79% of the enterprises have deployed 5G
3. 26% of the enterprises currently run Mobile Private Network (MPN)

#iot

[Waseem Haider @WHaider_TI]

Mobile Private Networks (MPNs): 15% of the enterprises in UK currently running a MPN.

Green IoT: Majority of organizations are working on IoT projects to address certain sustainability initiatives.

Blog: https://t.co/F3dgIJ3HQC (FREE for registered users)

#IoT

[Waseem Haider @WHaider_TI]

***Enterprise IoT Survey 2023: Key Insights from UK***

TechInsights’ IoT research channel runs an Annual Enterprise IoT Survey with nine industry verticals across three countries. Here we summarize the key insights on the survey results from UK.

[Waseem Haider @WHaider_TI]

IoT Connectivity: Majority (46%) of the organizations are using both Cellular and Non-cellular IoT Connectivity technologies currently.

IoT Vendors: Organizations consider Hyperscalers (39%) & Mobile Operators/System Integrators (both 37%) the most for new IoT projects.