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Consumer Tech Evolution

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Manage episode 440425624 series 2877784
Content provided by S&P Global Market Intelligence and P Global Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Market Intelligence and P Global Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The primary exposure to advances in technology for most is in the consumer world. Phones, video and gaming are driven by the latest innovations, but have been experiencing a softening of the markets. Analyst Neil Barbour returns with host Eric Hanselman to look at recent research in consumer technology and explore some global market shifts. Phone replacement cycles have lengthened and North American and European markets are softer. How saturated they are remains a question for discussion. The new iPhone announcement has raised interest, but the unknown impact of the need for AI-capable end user devices is still hovering in the future. There have to be compelling applications to complete the picture and they’re not yet fully defined. The markets will need more than early adopters to thrive.

Asia Pacific consumer technology markets are transforming and may offer interesting opportunities. Console gaming in China is seeing a focus that could drive an industry that is in the doldrums in other parts of the globe. Home broadband connections are projected to grow and could drive technology purchases. It’s still early days, though.

More S&P Global Content:

For S&P subscribers:

Credits:

  • Host/Author: Eric Hanselman
  • Guests: Neil Barbour
  • Producer/Editor: Donovan Menard
  • Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

  continue reading

102 episodes

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Consumer Tech Evolution

Next in Tech

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published

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Manage episode 440425624 series 2877784
Content provided by S&P Global Market Intelligence and P Global Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by S&P Global Market Intelligence and P Global Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The primary exposure to advances in technology for most is in the consumer world. Phones, video and gaming are driven by the latest innovations, but have been experiencing a softening of the markets. Analyst Neil Barbour returns with host Eric Hanselman to look at recent research in consumer technology and explore some global market shifts. Phone replacement cycles have lengthened and North American and European markets are softer. How saturated they are remains a question for discussion. The new iPhone announcement has raised interest, but the unknown impact of the need for AI-capable end user devices is still hovering in the future. There have to be compelling applications to complete the picture and they’re not yet fully defined. The markets will need more than early adopters to thrive.

Asia Pacific consumer technology markets are transforming and may offer interesting opportunities. Console gaming in China is seeing a focus that could drive an industry that is in the doldrums in other parts of the globe. Home broadband connections are projected to grow and could drive technology purchases. It’s still early days, though.

More S&P Global Content:

For S&P subscribers:

Credits:

  • Host/Author: Eric Hanselman
  • Guests: Neil Barbour
  • Producer/Editor: Donovan Menard
  • Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

  continue reading

102 episodes

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