2025: A Telecom Infrastructure Turning Point, ABI Says
Telecom infrastructure vendors in mature 5G markets like North America will face "a critical pivot" this year, as operators' capital spending plateaus because of completed 5G rollouts, ABI Research said Tuesday. In a white paper, ABI said vendors also will…
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find themselves competing with specialized AI companies for operators' technology budgets. The result will be strategic partnerships between infrastructure companies and AI-focused firms, offering telecommunications network expertise with AI capabilities. ABI said AI-enhanced personal computers will become the new normal in 2025, moving from premium to a standard market feature. In addition, the U.S. and Europe will realize this year that onshoring their semiconductor manufacturing and building self-sufficient local supply chains will require far more time and resources than initially projected. 2025 will become an inflection point for multi-protocol adoption in smart home devices, with manufacturers learning that no single wireless technology can address modern connected home requirements. Companies like Samsung, Apple, and Amazon will expand their whole-home coverage strategies, embedding combinations of Wi-Fi and Bluetooth into mainstream devices like TVs, soundbars and displays. But don't expect to see industrial IoT users flocking to private 5G in 2025. Instead, they will rely on 4G or noncellular connectivity technology, ABI said. It predicted 2025 will see the launch of Amazon's Kuiper commercial service, providing competition for SpaceX, and the 3rd Generation Partnership Project's Release 19 should come out this year, enabling new satellite communications technologies.