2023年科技预测-市场营销策划-市场报告2023年1月合集-重点报告

Technology

Predictions

2023

Thisreportisintendedforprofessionalinvestorsonly;seethe

backofthereportforimportantdisclosures.

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Contents

04THEVIEWFROMGPBULLHOUND24PREDICTION6

Talentmanagementbuildingthefutureofthe

05OUR2023TECHNOLOGYPREDICTIONSworkplace

TAKEAWAYS

26EXPERTVIEW

PatrickvanderMijl,Speakap

06RECAPOF2022PREDICTIONS

28PREDICTION7

07GPBULLHOUND*S2023TECHNOLOGYSoftwaredrivingsustainability

PREDICTIONS

30PREDICTION8

08PREDICTION1Roboticsnolongersci-fi

Naturallanguageprocessingawatershedfor

businessstrategies32PREDICTION9

E-commercezbutmakeitsocial

10EXPERTVIEW

ArmandoGonzalez,RavenPack34EXPERTVIEW

TimFrankAndersen,Liveshopper

12PREDICTION2

TikTokthenextkingofsocialmediaadvertising

36PREDICTION10

Semisruletheworld

14PREDICTION3

Interactivityandchannelselectionaread-stream

38ALOOKBACKATGPBULLHOUND'S

game-changers

PASTPREDICTIONS

16PREDICTION4

Energy-savingappsandnext-genbatteries44METHODOLOGYANDAUTHORS

poweringthetechrace

18EXPERTVIEW45ABOUTGPBULLHOUND

TanmoyBari,Greenely

46DISCLAIMER

20PREDICTION5

Tippingpointofcybersecurityandbrokencircles

oftrust

22EXPERTVIEW

MartenMiekos,HackerOne

GP.Bullhound

THEVIEWFROMGPBULLHOUND

Theview

FROMGPBULLHOUND

Inits16thyear,GPBullhound/sTechnologyPredictionsreporthasestablishedareputationasan

industry-leadinganalysisofthetrendsandinnovationsshapingtheglobaltechnologysector.With

nearly90%accuracyinthepastfiveyearsandover80%inthepastdecade,ourmethodologyin

selectingthecomingyear'spredictionsisshapeddirectlybyourexperienceinworkingwiththe

world'sleadingentrepreneursandcutting-edgetechnologies,balancedwithuniquemarketinsight

gatheredacrossourglobalnetwork.

STATEOFTHEMARKET

Technologycontinuestodriveglobalisationandits

advancementremainsfundamentaltoimprovingour

productivity,capital,labour,andstandardofliving.

Althoughweareinthemidstofaneconomicdownturn,

technologyhasnotfailedusanditisneverasgoodor

asbadasvaluationsmayimply.

Cloudtechstillholdsthekeytoconnectivityand

accessibility;newvaccinetechnologycontinuestodrive

researchanddevelopment;artificialintelligence,

machinelearninganddataanalyticssystemshelpus

manageallaspectsofourliveswithmoreeaseevery

day;andwiththeglobalpopulationsurpassingeight

billion,softwaretoacceleratesustainabilityismore

crucialthanever.

Astechnologydeliversonitspromise,welookatwhat

willdrivethenext12months-theblueprintto

navigatingwhatliesahead-includingexpertviews

fromRavenPack,HackerOne,Greenelyandmore.For

2023,wearebullishoncloudandartificialintelligence,

energyefficiencyandelectricvehicles,andenterprise

softwareanddigitalconsumptiontoaccelerate

technology'sprogressinbuildingthefuturewith

revolutionaryproductsandsolutions.

GP.Bullhound

THEVIEWFROMGPBULLHOUND

OUR2023PREDICTIONS

Theworldcontinuestolooktotechnologyforsolutions,andweknowitwilldeliver.Changesin

semiconductorregulationaresendingrippleeffectsacrossthelandscapeandmassivecybersecurity

breachesareseeingnewpublicandprivatesecuritypractices.TheESGmovementiscatalysinginnovation

inenergytechnology,HRtechistacklingTheGreatReshuffle,cutting-edgeNaturalLanguageProcessingis

revolutionisinghowwecommunicatewithmachines,andadvancementsinroboticsaretransforming

infrastructureinallareasoflife.Here'swhat'sinstorefor2023.

Prediction1:NaturallanguageprocessingaPrediction2:TikTokthenextkingof

watershedforbusinessstrategiessocialmediaadvertising

♦NLPisstructuringtheunstructuredhumanmind;therearenow♦Oneofthemostusedappsworldwide,withonebillionusersand

twocontenttypes:human-createdpre-2020andmachine-growing-c20%ofinternetusers—TikTokischangingthe

created"synthetic*1thereafterlandscapeforbrandsandcreators

♦Aprofoundtimeforcompanies,thosequicktoadoptwillgaina♦Despiteitsrecentadrevenueforecastcutto$10bn($12bn)for

vitalcompetitiveedgeandwelookforstill-highinvestmentina2022,TikTokremainspoisedtotakesignificantmarketsharefrom

marketenjoyingac30%CAGR⑴incumbentslikeFacebookandYouTube,butUSregulationlooms

Prediction3:InteractivityandchannelselectionPrediction4:Energy-savingappsandnext-gen

areadstreamgame-changersbatteriespoweringthetechrace

♦Advertisersmustswiftlyadapttoad-blockers,"ad-blindness",♦Theongoingenergycrisiswillgalvaniseconsumerdemandfor

anddecreasedconsumerattentionspanshomeenergy-savingsystems,withmarketCAGRestimatesashigh

♦CTVblendseverythingformarketers:brandbuilding,targetedasC19%(2)

customeracquisitionandsales,allwithclearfeedbackforbetter♦Weexpectelectricvehicledemandtopropelsolid-statebatteries

ROI-expectincreasedM&AforCTV-relatedservices,toanewbenchmarkforqualityenergystorage,eventually

data/analyticsandtechprovidersreplacinglithium-ionbatteries

Prediction5:TippingpointofcybersecurityandPrediction6:TalentManagementbuilding

brokencirclesoftrustthefutureoftheworkplace

♦Weviewcybersecurityspendingasaseculargrowthareaandin♦Withremote/hybridwork,TheGreatReshuffle,andinflationary

2023lookformoreconsolidationwithlargeprovidersprovidingforces,employeeengagementiscritical

fullend-to-endsolutions•Theneedformoderntoolstostreamlinetalentattraction,training,

♦Expectsmallerproviderstoexpandofferingsorganicallytomeetengagement,andretentionwillgrow,andweforeseemoremarket

increasingdemand,buttheirprofitabilityiskeytowatchasmanyconsolidationanddevelopmentofpowerfulintegratedplatformsin

relyonhighsalesforceexpenses2023

Prediction7:SoftwaredrivingsustainabilityPrediction8：Roboticsnolongersci-fi

♦Climatetechfundingrepresentedmorethanaquarterofevery♦Advancedcognitivecapabilitieswillpropelrobotusecasesacross

venturedollarinvestedin2022⑶allsectors,increasinglyreplacingskilledworkersinexisting

♦From2023,welookforincreasedfundingintechnologiesthatmanufacturingandservicejobs

employenvironmentally-friendlypracticestoimprove♦In2023,weexpectincreasedM&Ainawell-fundedindustry,

sustainability,aswellascompanieswithresource-efficientseparatingsuccessfullyscalingroboticcompaniesfrominnovator-

supplychainprocessesonlyplayers

Prediction9:E-commerce,

Prediction10:Semisruletheworld

butmakeitsocial

♦Welookforconsumerstoincreasinglyreplacetraditionale-♦Geopoliticsisplayingacrucialroleinsemisdomination,shifting

commerceplatformswithsocialmediaastheirpreferredpointoftheestablishedbalanceofpower

sale;livestreamshoppingandgroupbuyingarethelatesttrends♦Themarketexpectsamajordownturninsemicapequipment

♦In2023,welookforlivestreamshoppingtoenterthemainstreamspend,butweexpectthebattlefortechleadership,tech

duetoitshighmeasurableROIinaperiodoftighteningsovereigntyandstructuraldemandshortageintrailingedgenodes

advertisingbudgetstoresultinspendabovemarketexpectationsin2023

Sources:GPBullhoundGlobalInsightsandpubliclyavailableinformation.Note:1)MarketResearchFuture;2)ResearchandMarkets;3)PwC;and4)Accenture.See

individualtrendsforfurthersourceinformation

GP.Bullhound

RECAPPREDICTIONS2022

RecapofGPBulhound's

2022PREDICTIONS

FromsmarterdevicesandextendedrealitytofurtheradoptionofAlandML,thetechnologiesof2022are

reshapingbusinessesandconsumerbehaviourinmoremeaningfulways.Fromthefactoryfloortothe

boardroom,businesseshavetakenadvantageofnewopportunitiescreatedbythesetechnologies,while

consumershaveactedaschangefacilitatorsandrecipients.Here'swhatwegotrightin2022.

THECREATOR配刨函hYESRI哥用QRD由YES

Changingeveryaspectofcultureandsociety,fromthefutureofworkThecollapseofcentralisedfinance(CeFi)platformsandexchanges

tosocialcausestomentalhealth,thecreatoreconomycontinuestolikeCelsiusandFTXareasetbackfortheindustry,butDeFiprotocols

growpost-pandemic,fromover165millioncreatorsinthepasttwoarefunctioningsmoothly.Thedecentralisedexchange(DEX)Uniswap

yearstomorethan303milliontodayandisnowamulti-billiondollaristhesecond-largestexchangeforEthereumtradingafterBinance,

industryvaluedatmorethan$100bnin2022⑴.Offeringcreatorswith$4bn+indailytradingvolume.2022sawtheinstitutionalisation

manywaystomonetise,influencermarketinggrewfrom$9.7bninofDeFiasmajorfinancialinstitutionslikeJPMorganexecutedtheir

2020to$13.8bnin2021andislikelytoreachover$16bnin2022⑵.firstDeFitransactionsonpublicblockchains.Ethereum'stransitionto

Financingcontinuesinthespace,withfundingtoventure-backedproof-of-stakesetthestageforscalabilityupgrades,whilstLayer2

startupsfocusedoncontentcreatorssurpassing$939min2021⑶.roll-upslikeOffchainLabsandStarkWareraisedmegaroundsdespite

thechallengingmarket.

TECH■SUBHLIfYOyOT®'YESUHR.*M用楸甯YES

FromthepandemictothewarinUkraine,supplychaincrisesThedevelopmentandadoptionofARMchipsinpersonaland

continuetoforcebusinessesandgovernmentsworldwidetolooktoenterpriseenvironmentshavesteadilygrown,withAppledoubling

technologyforsolutions.WithincreasinginvestmentsinwarehousedownontheM-seriesofchips.InQI2022alone,ARMpartners

automationandsoftwaresystems,Altoimproveproductivity,shippedoversevenbillionARM-basedchips,upnearly10%YoY.More

cybersecurity,aswellasports,airportsandotherinfrastructure,developersarereleasingARM/RISC-basedbuildsoftheirsoftware

technologywillcontinuetoplayakeyroleinglobalsupplychainsforspeciallydesignedforthisarchitecture.Microsoftannouncedplansto

theforeseeablefuture.rolloutProjectVolterrabytheendof2022.

醒加僧则灌翅M'YEQg啦

THENEWVIRTIWLPlMOFRWDnYESTBCHYF

___________________________________________

Metaversecontinuestodominateheadlines.ThemixedreactionsWithAl-poweredtechthatstimulatesDEIrecruitingandretention,

havespreadtotheNFTspace,withtheaveragepriceofanNFTdownmanycompanieshavebecomelong-termserviceproviderstomid­

70%fromMay2022.AsofNovember2022,theaveragesaleofmarketandFortune500companiesin2022.Withmoredatathan

virtuallandonDecentralandwasdown99%fromitspeakinever,HRhavenewopportunitiesforlearningandimprovement.M&A

November2021.Despitethisdownturn,companiescontinuetoactivityisanotherindicatoroftheaccelerationwithintech-enabled

brainstormandinvestinthefutureoftheMetaverse.MetarecentlyDEI.SilkRoadTechnologyacquiredEnteloinAugust2022,andSAP

rolledoutanewMetaverseIDsystemandstartupReadyPlayerMeandBostonConsultingGrouparecombiningtheirexpertiseand

raised$56minAugustof2022.Additionally,Applehasindirectlytechnologiestobridgethegapincorporatediversityprogrammes.

hintedthroughrecentjoblistingsthattheytooarebuildinga

metaversefortheirVRheadsets.

照曲过玉戌涮首望电加口

SR5%me16ALTHE'KWBAL询ICON现⑪哂驰丽T幅三YES

WearableshaveseenmajorscientificbackingandtechnicalSeculartrendslikethedemandforrenewablesandEVsaregrowing,

improvements.Havingpassedthehypestage,they'veenteredtheleadingtosustainedsemissupplyshortages,especiallyattrailingedge

“plateauofproductivityera”,provingincreasedusefulnessthroughAlnodes,wheretherehasbeenlittlecapacitybuild-out(andeven

integrationsinmultipleverticalslikehealthcare,loTzwellness,andreduction)inthepastdecade.Thesestructuraldemandtrendswill

psychology.Withsmallerchips,wearableshaverampeduptheirAlcontinueandtheneedforsemiconductorcontentwillincrease.While

efficiency.Wild.ai,whichusesAl-sourceddatafromactivewomentogovernmentinitiativestoboostdomesticproductionareunderway,new

analysevitalsignsandperformance,isagreatexample.manufacturingrampstaketimeandongoingsemiconductorequipment

shortageswillalsolimitcapacitythatcanbeaddedshort-term.

ARTIFtdWL工Y^S

HEaLEHCAKFNOWEFu如融5自趣磁的而

Whileprogresshasbeenmade,it'sslowerthanexpected.LegacyBroaderadoptionanddiversificationawayfrome-commercehave

healthcaresystemsandinstitutionsstruggletoeffectivelyintegrateincreased.InterestrateanalysisshowsthatBNPLmodelsprovide

anddeployAltechnologyandearlyadoptersfacerisksassociatedshort-terminterest-freeconsumerloanspartiallyfinancedbyfloating­

withunchartedwaters.GovernmentshavealsograppledwithhowAlratecorporatedebt.Asinterestratesincrease,theyareunableto

fitswithinthecomplexregulatorylandscapeforhealthcare,strugglingpassalongthehighercostofcapital.Consumercreditrisk,soaring

tofindawaytomonitorthechainofresponsibility.Regardless,inflationandhigherinterestratescouldcausedefaultstospike.

pioneersaredreamingupnewwaystoimprovehealthcareoutsideofUnlikeestablishedbanks,BNPLprovidersdonothaveotherincome

thespecificactivitiesperformedbydoctors,likeclinicmanagement.sourcestocounterbalanceafallindiscretionaryspending.

Sources:GPBullhoundGlobalInsightsandpubliclyavailableinformationNote：1-2)InfluencerMarketingHub(MayandNovember2022);3)Crunchbase(July2022);

and4)PwCGlobalCryptoHedgeFundReport2022

GP.Bullhound

Technology

Predictions

2023

PREDICTION1:NATURALLANGUAGEPROCESSINGAND

ARTIFICIALINTELLIGENCE

Awatershedforbusinessstrategies

Naturallanguageprocessing(NLP)isoneformofmachinelearningandartificialintelligencethat

allowssoftwaretofragmentandprocesslanguagelikeahumanwould.NLPrunsonthebackendof

toolsandapplicationsuseddaily,fromautomatedcustomerservicetosmartspeakersandvoice

assistants.Itisquicklyadvancingandexperiencingincreasingadoptionacrossvarioustechnologies,

anditsdevelopmentwillcontinuetosignificantlyaffecthowwecollaboratewithtechnologyinthe

future.Inthenextyear,companiesrapidlyinvestinginandadoptingthistechnologywillhavea

significantedgeovercompetitors.

COMPANIESTOWATCH

ADARMATAI|>haSenseARTIFK1AL©boostd

SOLUTIONScausaL*nt

COGNIGYcodxreaDwpLQOMPMMXANE5/V

网Doctrine0GONGGoogle

@grarmarty•HutfinfFee*物KMOWROM■Mkmoft

NUAMCC@HV1DIA@OpenAI.parlea[PERSADO]

>

P9.0IC7IVAQlCDRAINR»</enRBckReinfer

SILOSSTRATIOGStravlto啦4Wxembly

8GPRullhcund

PREDICTION1:NATURALLANGUAGEPROCESSINGAND

ARTIFICIALINTELLIGENCE

MARKETSYNOPSIS

NLPisstructuringtheunstructuredhumanmindandfirms

nowanalysetwotypesofcontent:human-createdbefore哥BFSI

2020andmachine-created"syntheticcontent"

thereafter.NLPadoptionisdrivenbyanincreasingfocusonAl/TOMOTTVt

consumerexperience,businessesshiftingtowards

。HEALTHCARE

automation,demandforbigdata,analytics,powerful

computing,andenhancedalgorithms.Previouslydrivenby3RETAIL

banking,financialservicesandinsurance(BFSI),theNLP

marketissettoreach$341bnby2030⑴asdigitisationi.\trTtuawmmtCAUO

increasesacrossallverticals,suchasgovernments,fueling

adoptionandapplication.GOVERNMENT

THERISEOFNLP

NLPhasfounditswayintomanyconsumerapplicationsweusetoday,suchasspeechrecognitionsoftware,grammar

appszchatbots,andvoiceprompts.Someofthebiggestbreakthroughsinsystemsthatpredictandgeneratetextor

solvecomplexmathematicalproblemsareOpen-AKsGPT-3,Google'sPathwayLanguageModel(PaLM),DeepMind's

Gopher,andMicrosoft'sMegatron-TuringNaturalLanguageGeneration(MT-NLG)inpartnershipswithNVIDIA.

RecognisingthescopeandpotentialofNLP,techgiantsareexploringfurtherapplications.Today,youcangenerate

artviatext-to-imagesoftware,likeOpen-AfsmuchanticipatedDALL-E2,oroutsourcearduoustaskslikemanaging

jobapplicationstoamultilayeredlanguageprocessor.NLPisoneofthefewfieldsinAlwhichisnotlimitedbydata.

Unliketrainingaself-drivingcar,NLPdoesn'trequireyearsofgatheringdata,likedrivingindifferentclimates.With

ongoingadvancementsinNLP,deeplearningsystemswillcontinuetomergelanguage,images,andreal-lifeobject

detectiontobuildmodelsthatreplicatehumanintelligence.

GPT-3

mMonlangjaQtpsramoters

wio(4smTMQutfg

“ttnguagoprootMCr

DCEPMINDGOPHER

280Monlanguegeparameim

THEFUTUREOFNLPANDDISRUPTORS

CompanieswillcontinuetoutiliseNLPtoimprovetheirproductsandinternalanalysiscapabilities,suchas

monitoringconversationsaboutcompetitors,processingdocuments,andautomatingfrauddetection.Anarea

whereNLPscandisruptisgovernment.Publicbodiesaretypicallyfullofunstructured,difficult-to-interpretdata,

whichhinderslawmakers'abilitytoprovidecitizenserviceseffectively.About80-90%ofdatacollectedby

organisationsandgovernmentsisunstructured^2^.PowerfulNLPcanallowgovernmentstoextractandcategorise

datafaster,improveregulatorycompliance,bolsternationalsecurity,andanalysepublicfeedback.

However,NLPisnotwithoutitschallenges.TheEUisworriedthatNLPscanbeusedtospyoncitizensandmimic

publicofficialsthroughchatbotsanddeepfakes,orunethicallycollectandinterpretconversationsbetween

workersbybusinesses.TheEUdrafteditsfirstAlActthatregulatestheuseofNLPsininfrastructure,worker

management,andla