2022 Tech Industry Trend Forecast, Analyst Analysis 3 Highlights

Many industries originally showed signs of recovery at the end of last year, but as the Omicron epidemic heats up, they will face new challenges. Looking back at the past year, the epidemic has increased the amount of Internet usage. Both the consumer side and the business side have become more and more dependent on the Internet. A large amount of data has made the cloud an important tool.

Dan Ives, a well-known analyst at Wedbush Securities, said that the fundamentals of many technologies are undervalued by the market, such as 5G, cloud, and other technologies, which will be the winning points of the technology industry in 2022. In addition, Dan Ives also mentioned that Tesla, the electric vehicle leader, will shine in 2022 because of the increased demand in China.

Cybersecurity will become the industry with the greatest potential in 2022

According to a CNBC report, Dan Ives shared about the 2022 technology industry trends in the talk show, including the future development directions of companies such as Apple and Tesla, and the changes they will bring to the market. In addition, with cybersecurity concerns emerging as usage increases, and businesses moving from brick-and-mortar markets to online add a lot of data, cloud technology plays an important role for these transitioning companies.

Dan Ives said that the field of cybersecurity has not been taken seriously by investors at present, but this huge force will bring business opportunities for cybersecurity vendors. Many companies are reassessing internal network security-related issues and changing strategies. “Colonial Pipeline ransomware attacks are growing at an alarming rate and we believe this will be a catalyst for the future growth of the cybersecurity industry.12 to 18 months."

In addition, the cybersecurity executive order of the Biden administration also has the opportunity to promote the development of Internet technology companies, because the goal of the cybersecurity order is to increase the information sharing and cooperation between the U.S. government and the private sector on cybersecurity issues. Strengthen the United States' ability to respond to incidents.

Further reading

Cloud Enterprises Increase Capital Expenditure

In addition to network security, Dan Ives also mentioned that cloud providers will grow rapidly this year. According to Bloomberg estimates, the top 7 cloud service providers in the world will increase their capital expenditures by 17.3% to $129.6 billion in 2021 and will maintain a 13.6% growth in 2022.

In addition, IDC estimates that data volume will increase at a compound annual growth rate of 24% between 2020 and 2025. Due to the new way of life brought about by the epidemic, the pace of digitization of many industries has accelerated, and the global demand for data centers has also increased.

As the Metaverse will dominate the next-generation network, the various special effects, voice, virtual-real integration, and other experiences contained in it will require a powerful data center to quickly process a large amount of information. Therefore, the cloud data center is very important for CSP (Cloud Service Provider) industry. It is a very important role because it can provide more and more comprehensive virtual and real integration application services.

At that point, cybersecurity will be critical, with Dan Ives saying that by 2025, 70% of businesses are expected to move work to the cloud, "The technology industry is on the verge of the fourth industrial revolution, and cybersecurity companies An opportunity to be a leader in this revolution.”

Apple's market value soars, Tesla demand increases by 30%

In addition to network security, Dan Ives believes that under these technologies, Apple's market value will exceed 300 million US dollars. In addition to the iPhone 13, which has increased in demand due to the epidemic, there is also AR/ VR device.

According to Yahoo Finance, Morgan Stanley analyst Katy Huberty said a while ago: "Apple's strong, loyal customer base and upcoming AR/VR products will make Apple's stock price likely to be re-rated in 2022." In addition, Huberty mentioned that demand for the iPhone 13 will continue to drive growth in the short term, and new products launched in early 2022 will continue this trend.

Dan Ives agrees with Huberty that he believes that the iPhone 13, and the AR headset "Apple Glasses" that will be launched around summer 2022, will generate demand and bring revenue to the market, "We count Apple stores, supply chain data, And iPhone order delays, evidence shows that the current iPhone 13 is in short supply, with a global supply shortage of about 10 million units.”

In addition to Apple, Dan Ives also predicts that the share price of electric vehicle leader Tesla will rise nearly 30% in the next 12 months, mainly due to a large increase in demand in China and the opening of new factories in the United States and Germany.

Ives expects parts shortages to ease next year, allowing Tesla to meet growing demand in China, while new factories in Texas and Berlin will ease global production bottlenecks. By the end of 2022, Tesla will have an annual production capacity of about 2 million vehicles, up from about 1 million vehicles currently," Ives said.

The technological revolution is underway, and the future may reverse life

In conclusion, there may be a technological revolution in 2022. With the emergence of the metaverse, interactive experience, and various online innovative marketing, the Internet and the cloud have become hotbeds of crime. Therefore, Internet security is undoubtedly a great potential this year and development focus.

Apple and Tesla, which have increased their value in response to technology, are gradually changing people's life patterns. One day, we will be able to walk into different worlds as long as we wear AR/VR products, and the roads will be full of electric vehicles and have various automated programs. These All are changes brought about by technology.