Analyst Q&A: SNS Research Part 2

Analyst Q&A: SNS Research Part 2

In the second part of this week's Analyst Q&A with SNS Research we speak to Principal Analyst Mark Rayne about the biggest companies in the ICT industry in 2016 and how mHealth is being commercialized. Click here for part 1.


Q. Who are the biggest players in the ICT industry in 2016? How have they responded to the various economic and political changes we’ve seen so far this year?

[Mark Rayne]: Due to the large TAM (Total Addressable Market) for mobile devices, consumer electronics giants such as Apple and Samsung Electronics are the largest players in terms of revenue. In the communications infrastructure sector, Nokia, Ericsson, Cisco Systems and Huawei continue to retain strong positions.

The IT sector is largely dominated by the likes of IBM, Microsoft, HPE, Dell Technologies and Alphabet (Google's parent). We are continuing to witness considerable consolidation in all sectors of the market, as companies seek to aggressively expand beyond their existing customer base and product portfolios. For example, in September 2016, computing giant Dell acquired data storage specialist EMC for $60 Billion. This is the largest ICT merger in history.

Similarly Finnish communications infrastructure giant Nokia acquired its smaller French rival Alcatel-Lucent, in a bid to better compete with Ericsson, Huawei and ZTE. In addition, the Finnish giant recently acquired French mHealth device specialist Withings to accelerate its entry into mHealth.


Q. How do you envision the mHealth industry to be in 2020? What technology should we expect and how will it benefit people’s lives?

[Mark Rayne]: As the industry moves forward, we continue to see large scale commercialization of consumer centric mHealth apps and devices, such as wearable fitness trackers. With their ability to seamlessly monitor and share an array of healthcare metrics such as heart rate, sleep, calories burned, step counts, these devices will empower both patients and healthcare providers with improved outcomes.

By 2020, the usage of mHealth apps for clinical trials is also expected to become the norm. Besides simplifying patient recruitment and enabling frequency monitoring, we estimate that mHealth apps can enable cost savings of as much as 30% in a typical clinical trial setup. In addition, this period will also witness increasing proliferation of advanced applications such as prescribable medical apps, and real-time monitoring of medication delivery through connected drug delivery devices.


Q. Outside of those you already cover, what other industries do you find interesting? Have you ever considered covering this industry?

[Mark Rayne]: We are seeing an increasing level of innovation in several related industries including smart cities which has synergies with both mHealth and the wider IoT ecosystem. We plan to cover this area extensively in 2017.


As we can see from the above, the biggest players in the ICT industry are currently engaged in a campaign of aggressive expansion. Many companies are exploring new areas, such as Nokia’s acquisition of French mHealth device specialist Withings. Investments from the ICT industry are driving growth in the mHealth industry, which will continue to see widespread commercialization in the coming years.

We’d like to take this opportunity to thank Mark for answering our questions.

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About the interviewee:

Mark Rayne joined SNS Research as a Principal Analyst in 2013. He holds a Bachelor's degree from the University of Western Australia. His published work includes analysis of IoT, mHealth, network virtualization, mobile security and 5G networks.

Published by Research and Markets


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