At Attom, we believe that with the rapid development of 5G, IoT and other technologies and applications, the amount of data will increase exponentially. In order to deal with network congestion, latency caused by the explosion of data and other security issues, the most feasible solution at present is to reduce computing to the edge. Micro Data Centers equipped with edge computing will usher in explosive growth in the future.
According to a forecast by Technology Business Research: Amazon, Alphabet, Alibaba, Apple, Baidu, Facebook, Microsoft, Rakuten and Tencent, which operate the biggest hyperscale data centers, also now are making initial moves to “own the edge” as well. By 2023 they could be devoting as much as 50 percent of capex on edge computing.
截止到 2024 年 上半年，Microsoft、Alphabet、Amazon 和 Meta 在 CAPEX 上投资达到了创纪录的 1,060 亿美元。
从体量看，Meta 的投资要显著少于另外三家。原因可能是 Meta 的算力主要还是自己用，而另外三家是公有云服务商。
Dell’Oro 研究显示，2023 年中国运营商供采购了 2300 万套 FTTR ONT（光猫）设备，其中主光猫和从光猫的比例大约是 1:1.01。
截止到 2023 年底，中国运营商拥有 FTTR 订阅用户约 3,500 万户，预计到 2024 年可提升到 4,800 ~ 5,300 万户。到 2026 年有望达到 8,000 万户。
根据德勤的研究，全球用于医疗保健相关的可穿戴设备会取得稳步增长。
德勤将设备分为两大类，一类是智能手表手环，这类通常是通用设备，有一定的医疗健康功能；另一类是医疗专用设备。
德勤估计在 2024 年的总的出货量在 4.2~4.4 亿部左右。这是一个相当可观的数字。
