1、THIRD ANNUAL 33 KEY TAKEAWAYS FROM CES 2020 A CASE OF TECHNOLOGY STAGFLATION OR MATURE EVOLUTION? 2CES 2020: 33 KEY TAKEAWAYS LETTER FROM OUR CHIEF RESEARCH OFFICER Dear Colleagues, CES 2020 was a curious event and somewhat symptomatic of the transitional period we are in as a technology industry. T
2、he furor built around significant “transformational” announcements at CES of previous years was in direct contrast to 2020s show that was impacted by a number of external factors. The macroeconomic market, global political challenges and an uncertain consumer environment around the globe have really
3、 acted to refocus the industrys attention away from “what could be done” to “what should be done”. A healthy dose of reality and a notion of “lets focus on whats going to move the needle NOW” has emerged. Notably, except for the Mercedes-Benz Vision AVTR strolling down the Las Vegas strip. When you
4、consider this backdrop, it becomes easier to see the shaping forces behind a lot of the shifts in attention and messaging within the tech domain. Examples of this can be seen in the Auto market, where the historic myopic aspirational drive to fully autonomous vehicles was replaced with a more realis
5、tic pursuit of EV concepts, enhanced infotainment and integration of the car into adjacent markets such as the smart home or the smart city. All of these are likely to derive much more near-term accretive value for all parts of the ecosystem. A similar example can be seen in the positioning of 5G. I
6、n previous years it was positioned as the panacea to all ills and would be ever-present in every application in every potential scenario you can think of. Moreover, there was a “Field of Dreams” quality to the positioning of 5G that dictated that all you needed to do was incorporate 5G into your pro