2023年推动技术发展的十大趋势

2 Contents04THE VIEW FROM GP BULLHOUND05OUR 2023 TECHNOLOGY PREDICTIONSTAKEAWAYS06RECAP OF 2022 PREDICTIONS07GP BULLHOUND'S 2023 TECHNOLOGYPREDICTIONS08PREDICTION 1Natural language processing a watershed forbusiness strategies Marten Mickos, HackerOne22EXPERT VIEWPREDICTION 624Talent management building the future of theworkplace PREDICTION 728Software driving sustainability30Robotics no longer sci-fi34EXPERT VIEWTim Frank Andersen, Liveshopper32PREDICTION 9E-commerce, but make it socialA LOOK BACK AT GP BULLHOUND'S PAST PREDICTIONSPREDICTION 83844METHODOLOGY AND AUTHORS46DISCLAIMER12PREDICTION 2TikTok the next king of social media advertising 14PREDICTION 3Interactivity and channel selection are ad-streamgame-changers Armando Gonzalez, RavenPack10EXPERT VIEW16PREDICTION 4Energy-saving apps and next-gen batteriespowering the tech race Tanmoy Bari, Greenely 18EXPERT VIEWPREDICTION 520Tipping point of cybersecurity and broken circlesof trust 26EXPERT VIEWPatrick van der Mijl, Speakap 36PREDICTION 10Semis rule the world45ABOUT GP BULLHOUND3 The viewFROM GP BULLHOUNDTechnology continues to drive globalisation and itsadvancement remains fundamental to improving ourproductivity, capital, labour, and standard of living.Although we are in the midst of an economic downturn,technology has not failed us and it is never as good oras bad as valuations may imply. Cloud tech still holds the key to connectivity andaccessibility; new vaccine technology continues to driveresearch and development; artificial intelligence,machine learning and data analytics systems help usmanage all aspects of our lives with more ease everyday; and with the global population surpassing eightbillion, software to accelerate sustainability is morecrucial than ever. As technology delivers on its promise, we look at whatwill drive the next 12 months – the blueprint tonavigating what lies ahead – including expert viewsfrom RavenPack, HackerOne, Greenely and more. For2023, we are bullish on cloud and artificial intelligence,energy efficiency and electric vehicles, and enterprisesoftware and digital consumption to acceleratetechnology’s progress in building the future withrevolutionary products and solutions.In its 16th year, GP Bullhound’s Technology Predictions report has established a reputation as anindustry-leading analysis of the trends and innovations shaping the global technology sector. Withnearly 90% accuracy in the past five years and over 80% in the past decade, our methodology inselecting the coming year’s predictions is shaped directly by our experience in working with theworld’s leading entrepreneurs and cutting-edge technologies, balanced with unique market insightgathered across our global network.THE VIEW FROM GP BULLHOUND4STATE OF THE MARKET One of the most used apps worldwide, with one billion users andgrowing – c20% of internet users – TikTok is changing thelandscape for brands and creatorsDespite its recent ad revenue forecast cut to $10bn ($12bn) for2022, TikTok remains poised to take significant market share fromincumbents like Facebook and YouTube, but US regulation loomsWe view cybersecurity spending as a secular growth area and in2023 look for more consolidation with large providers providingfull end-to-end solutionsExpect smaller providers to expand offerings organically to meetincreasing demand, but their profitability is key to watch as manyrely on high salesforce expenses Climate tech funding represented more than a quarter of everyventure dollar invested in 2022(3)From 2023, we look for increased funding in technologies thatemploy environmentally-friendly practices to improvesustainability, as well as companies with resource-efficientsupply chain processesAdvanced cognitive capabilities will propel robot use cases acrossall sectors, increasingly replacing skilled workers in existingmanufacturing and service jobsIn 2023, we expect increased M&A in a well-funded industry,separating successfully scaling robotic companies from innovator-only players The ongoing energy crisis will galvanise consumer demand forhome energy-saving systems, with market CAGR estimates as highas c19%(2)We expect electric vehicle demand to propel solid-state batteriesto a new benchmark for quality energy storage, eventuallyreplacing lithium-ion batteries Advertisers must swiftly adapt to ad-blockers, "ad-blindness",and decreased consumer attention spansCTV blends everything for marketers: brand building, targetedcustomer acquisition and sales, all with clear feedback for betterROI – expect increased M&A for CTV-related services,data/analytics and tech providersWe look for consumers to increasingly replace traditional e-commerce platforms with social media as their preferred point ofsale; livestream shopping and group buying are the latest trendsIn 2023, we look for livestream shopping to enter the mainstreamdue to its high measurable ROI in a period of tighteningadvertising budgets With remote/hybrid work, The Great Reshuffle, and inflationaryforc