The future of telecoms? Here are three forecasts for 2022


Editor’s Note: Chris Antlitz is a Senior Analyst at Technology Business Research.

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HAMPTON, NH – After emerging relatively unscathed from the COVID-19 pandemic, the telecommunications industry is entering a new phase and facing a new set of challenges. These challenges include navigating a supply chain left in turmoil due to the impact of the pandemic and, representing a separate concern, the relentless rise and encroachment of hyperscalers in telecommunications, which threatens to completely disrupt the status quo in the industry.

Legacy Communication Service Providers (CSPs) and their vendors are addressing these issues, but there is a growing urgency to digitally transform and align with structural changes happening in the industry, such as pressure to work with hyperscalers on network transformation and the co-creation business model in the cloud.

2022 promises to be a unique year of transition for the telecommunications industry. As unprecedented government stimulus measures that spawned in the wake of the COVID-19 epidemic continue to be injected into the global economy, somehow lifting up all players in the landscape In the marketplace, CSPs and their vendors need to move to the new network architecture, which is software-based, fully virtualized, and cloud-centric. CSPs also need to determine where they will play in the new value chains being created in the digital economy, especially in hyperscalers marketplaces, and in conjunction with new players entering the scene in areas such as networks. private and satellites.

Meanwhile, supply chain challenges are expected to persist into 2022, with persistent shortages of semiconductors and components as well as persistent shortages of skilled labor and shipping delays, which all threaten to delay market development and hamper the ability of suppliers to recognize revenue and seek new growth opportunities. . Inflation (potentially stagflation) and rising interest rates also pose risks, portending pressure on margins and problems with debt refinancing.

Together, these circumstances indicate that 2022 will be an unusual year for the telecommunications industry. While the government-induced stimulus measures will provide various benefits to industry players, giving the impression that the industry is functioning normally and is healthy, accelerating competitive and technological changes pose a risk to long-term performance. incumbent operators. Amid the uncertainty that 2022 will bring, one thing is certain: Major changes are coming to the telecommunications industry in the post-pandemic world, and rapidly.

TELECOM PREDICTIONS 2022

  • Supply-demand imbalance slows the pace of development of the 5G market
  • Hyperscalers adapt to the edge cloud
  • Government Becomes Leader in 5G Spending Among Non-Telecom Verticals

Telecom Business Research’s Forecast 2022 is a special series examining market trends and business changes in key markets. Segments covered include cloud, telecommunications, devices, data centers and services, and digital.

(C) RCT


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