According to Deloitte, these investments are a reflection of the increase in demand for chips in a context of prolonged supply crisis.
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Among all the crises experienced by the IT sector in 2021, the shortage of chips was one of the most alarming. In 2022 the industry is rehearsing a recovery, with Deloitte predicting that many types of chips will still be in short supply this year, despite the reality being less severe than most of last year.
“There will be delays throughout 2022 until supply meets growing demand […] It is not just the proliferation of consumer devices, it is the fact that many mechanical products in the industry are becoming increasingly digital and many vertical sectors are becoming more dependent on digitalization. in Technology, Media and Telecommunications – TMT Predictions”.
The reflection of this crisis in the market are opportunities that venture capital funds are sniffing out in startups in the sector. Deloitte predicts that venture capital firms globally will invest more than $6 billion in semiconductor startups in 2022.
The study also points out other trends, such as the deployment of Wi-Fi 6 that will continue to surpass 5G devices and the use of homomorphic encryption to manage confidential data.
According to the Deloitte survey, despite the commercial deployment of 5G, Wi-Fi 6 devices are outperforming 5G devices by a large margin and will likely continue to do so for years to come. At least 2.5 billion Wi-Fi 6 devices are expected to launch in 2022 versus approximately 1.5 billion 5G devices.
The reason for this is that Wi-Fi 6, as well as 5G, has a significant role to play in the future of wireless connectivity — not just for consumers, but for businesses as well. Smartphones, tablets and PC are some of the most popular Wi-Fi 6 equipped devices, but Wi-Fi 6 is also used in many others, including wireless cameras, smart home devices, game consoles, wearables and AR/VR headphones. .
AI and sensitive data
The year 2022 will also see a great deal of discussion about regulating AI more systematically, with proposals to be made – although enactment of these into actual regulations will likely not happen until 2023 or beyond, Deloitte estimates.
“Some jurisdictions may even try to ban AI subfields such as facial recognition in public spaces, social punctuation and subliminal techniques. Driven by the growing urgency to protect data used in AI applications, emerging privacy-enhancing technologies such as homomorphic encryption and federated learning will also experience dramatic growth.” Highlighted the study.
Used by leading technology companies, the homomorphic encryption and federated learning market will grow at double-digit rates by 2022 to over $250 million. By 2025, this market is expected to reach 500 million dollars.
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