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Outlook of ICT trends for FY2020
2020年 APACのDigital市場 APACの最新動向及び今後
Presented by
Toshio Ogane
Associate Director, ICT lead Japan 22 January 2020
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幅広い視野で統合的な視点かつ戦略を提供します。
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14 Industries
50+ Product Categories
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Economics & Applications
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Security
Automotive Transportation &
Logistics
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Financial Services Chemicals,
Materials & Food
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Technologies
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Building
Technologies
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&Security
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Systems
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Process Control
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Communication
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Minerals
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Sector & Government
2
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Partner
1. Industry
Analysis/
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Diligence
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Identification 3. Due diligence
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rvic
es
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ere
d
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analysis
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デジタルトランスフォーメーションのコンサルティング 4
4
Source: Frost & Sullivan
Govt. ICT
Policy
Investment
match-making
New Product
Development
Business
Planning Strategy
Market Opportunity
Evaluation
Portfolio
Monitoring
Due
Diligence
Data Center and Cloud Mobile –VAS,
m-commerce, LBS
Smart Cities Mobile Payment,
E-commerce
Fiber Optic,
Fixed BB
5G, LTE,
3G, WiMAX
IoT, Big Data SDWAN
S P E C T R U M O F D O M A I N S C O V E R E D
APACでの5G デジタルトランスフォーメーションコンサルティング 5
Operators Vendors Handset Players
Financial and Regulators
5
Source: Frost & Sullivan
2020年 未来を形作るグローバルトレンドTop 8
Empowerment of IoT through 5G
and intelligence at the edge
Increasing efforts in automation and
legacy systems modernization
Commoditization of immersive
technologies (AR/VR)
Unprecedented rise in digital
consumerism resulting in
exponential growth of data
Cognitive Analytics and Tools will see
rapid use cases
XaaS will redefine fundamental
business models
Rise of China as the global leader in
advanced technologies such as AI
Asia Pacific will remain as the strongest
growth region globally
2022年までに、APACのIoT市場950憶ドルの半分近くを中国市場が占めると予測
Total Internet of Things Market: Percent Spending by Country,
Asia Pacific, 2022
47%
21%
11%
8% 5%
5%
2% 1%
China
Japan
India
Southeast Asia
ANZ
S. Korea
Others
Taiwan
Asia
Pacif
ic
7
Source: Frost & Sullivan
Philippines
11%
Malaysia
16%
Singapore
15%
Vietnam
7%
Indonesia
30%
Thailand
21%
South East Asia
コンテンツが豊富で待ち時間感度に優れたスマートアプリケーションの
開発を5Gがサポート。
8
Source: Frost & Sullivan
9
Automobile – One of the major use cases of 5G will be connected cars
coupled with AR/VR. Requirements of communication network with
extremely high data rate and very low latency would be achieved by 5G
network.
Industrial – Progress on IIoT have always been limited by lack of
industry-grade reliable network. 5G would not only offer reliable network
but would also provide an extremely secure network for IIoT by
integrating security in its network architecture.
Telecommunication service providers will look to replace their fiber
network using wireless broadband- a reality with 5G network. This
would significantly drop the costs incurred in laying fiber optic cable for
home broadband.
Healthcare –The requirement for real-time networks will be achieved
using 5G which significantly transform the healthcare industry. Use
cases include live transmission of 8K surgery videos that can be
remotely monitored .
AR/VR will now revolutionize customer experience in gaming, retail
shopping and other customer centric applications. Consumer
experience will be enhanced as high data rates are achieved.
5G
In
du
str
y I
mp
act
5Gのマネタイズ戦略及び産業での活用方法を確立する競争は継続
Source: Frost & Sullivan
世界で空前の成長を見せている
IPトラフィック、スマートフォンの利用、ビデオの活用、
モバイルデータトラフィック
10
1 IP video traffic will be 82% of all consumer Internet
traffic by 2022
Global IP video traffic will grow with a CAGR of 26%
while internet video market will grow by 31% till
2022
Internet video to TV will continue to grow at a rapid
pace, increasing 3.6-fold by 2022
Content delivery network (CDN) traffic will carry
nearly two-thirds of all internet video traffic by 2022
Traffic from wireless and mobile devices will account
for two-thirds of total IP traffic by 2022
2
3
4
5
6 By 2022, wired devices will account for 34 percent of
IP traffic, while Wi-Fi and mobile devices will account
for 66 percent of IP traffic
PCs will account for only 29% of traffic while
Smartphones will account for 30% of total IP traffic
in 2022
Internet video surveillance traffic will increase
tenfold between 2015 and 2022
Consumer VoD traffic will nearly double by 2022.
Ultra-high-definition (UHD) will be 20.7 percent of IP
video-on-demand (VoD) traffic in 2022
7
8
9
64% of all Internet Video Traffic will cross CDNs
30bn minutes of video content
will cross the network by 2022
127% growth in virtual reality traffic YOY from 2018 to 2022
3times number of devices connected to IP network over global population in 2022
Source: Frost & Sullivan
ASEANのデータセンターマーケットにて、インドネシアとタイが主な
成長エンジンとなる。
11
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0%
Reve
nu
e g
row
th in
20
18
(%
)
Revenue growth potential (%)
Total Data Center Services Market: Growth Analysis by Country, ASEAN, 2018–2024
Indonesia
Thailand Vietnam
The Philippines
Myanmar
Malaysia
Singapore
Taiwan
High growth markets
Growth markets
Mature markets
Year 2000
今後10年、 APACの海底ケーブルシステム市場は、年平均成長率10％に
せまる。
12
Source: Submarinecablemap
2/3 of this demand for
bandwidth is expected to
come from hyperscalers and
content providers (e.g. Google,
Facebook, Microsoft and
Amazon)
Due to demand for capacity,
reliability and security,
hyperscaler companies are
building their own deep sea
cables (e.g. Google is investing
in 9,500 km cable which can
carry 100 terabits of traffic)
Year 2018
13
In South-east Asia, number of
customers availing e-commerce
services are increasing.
Number of e-commerce users is
forecasted to increase by 1.5x in
next 3 years.
Market share of goods and
services sold online is estimated
to reach double digit by 2021.
オンラインリテールにおける顧客体験向上‐脅威か機会か？
Source: Frost & Sullivan E-Commerce Research Program
SEA B2C E-Commerce - 2021
中産階級の増加、ライフスタイル及び消費パターンの変化、高いインタ
ーネットの浸透率が、オンラインリテールの成長を促進させる。
• Smartphone penetration: Most of the regional
countries will achieve 80% + smartphone
penetration by 2021.
• Higher spending power: Steady increase in
middle and affluent class will drive the consumer
business demand, specifically from those
aspiring for better products at competitive prices.
• E-Comm adoption: E-Comm Users are
expected to double by 2021 to 278 Mn, bringing
it to almost 45% of the total population;
dominated by Indonesia, Vietnam & Philippines.
• E-Commerce GMV: With increased adoption
and retail spending, regional E-Comm GMV is
forecasted to grow 2.6x to reach $82.7 Bn by
2021, contributing under 12% of total retail
sales.
Market Drivers
GMV: $22.4 Bn
Pop: 274.3 Mn
GMV: $10.1 Bn
Pop: 69.4 Mn
GMV: $6.3 Bn
Pop: 5.9Mn
GMV: $8.4 Bn
Pop: 42.5 Mn
GMV: $9.0 Bn
Pop: 115.0 Mn
GMV: $9.3 Bn
Pop: 97.1Mn
14
Source: Frost & Sullivan E-Commerce Research Program
APACのリーダー達は何を考えているのか？
15
Q: Which of the following trends will have the biggest impact on your business in 2020?
Disruptive Technologies
32%
Trade Disputes
20% Digitalization
18%
Cyber Threats
16%
Lack of Talent
14%
Leaders Poll Q4 2019, N=48
APACのリーダー達は何を考えているのか？
16
XaaS (anything as a service / pay as you use)
64%
Open source platforms / ecosystem
18%
None
8%
Virtual space (e.g. virtual banking, virtual retail)
6%
Sharing economy concepts
4%
Q: Which new business models are you implementing to enhance your business competitiveness and
revenue streams?
Leaders Poll Q4 2019, N=48
APACの企業に残されているデジタル変革における課題。
17
Q: What is the biggest challenge faced in your Digital Transformation journey?
Leaders Poll Q4 2019, N=48
