Market & Competitive Intelligence Special Reports and Analysis

Underneath the enthusiasm for hybrid AI, Lenovo’s mission remains unchanged: It is driving transformation to become a technology leader in global devices, infrastructure solutions and services worldwide. Lenovo positions itself as having an end-to-end technology portfolio, a user-centered approach and an immense emphasis on open innovation. The company offers its customers choices thanks to its partnerships across semiconductor, AI platforms and ISVs; and it leverages its Solutions and Services Group to accelerate solution development between its own portfolio and partner ecosystem.

6G will ultimately happen, and commercial deployment of 6G-branded networks will likely begin in the late 2020s, but it remains to be seen whether 6G will be a brand only or a legitimate set of truly differentiated features and capabilities that bring broad and significant value to the global economy. Either way, the scope of CSPs’ challenges is growing, while new value continues to be created outside their purview or goes over the top of their pipes.

IBM, Atos, Accenture and Infosys have well-established industry expertise and a history of working with clients in the sports and entertainment sector. In addition to those companies, other IT services providers are developing capabilities and building client relationships to capture opportunities in the sector. Utilizing their solutions, expertise and reputation gained by working with clients in other sectors and applying that knowledge to the sports and entertainment industry enable vendors to expand their client reach. Vendors increasingly utilize digital design capabilities to add value.

Amdocs has made substantial progress on its reinvention, diversifying its customer base, portfolio and business mix while shifting the market perception of the company from a traditional OSS/BSS provider to more of an ICT software transformation specialist. However, most of Amdocs’ transformation thus far pertains to the telecom industry; Amdocs still needs to transition from being a telecom-centric vendor to a multifaceted provider that supports a diversified mix of verticals. The pressure to move in this direction will intensify as the telecom industry’s challenges persist and Amdocs’ organic growth from the industry continues to slow.

Nokia’s outsized and unique position in the broadband infrastructure ecosystem enables the company to play a key role in orchestrating partners and customers to achieve their objectives in the most optimal way possible. Fiber will remain the coveted access medium for high-speed broadband, but the world will also employ other broadband access mediums to a large extent.