Table of Content

1 INTRODUCTION 10
1.1 COVID-19 HEALTH ASSESSMENT 10
1.2 COVID-19 ECONOMIC ASSESSMENT 12
1.2.1 COVID-19 IMPACT ON THE ECONOMY?SCENARIO ASSESSMENT 13

2 RESEARCH METHODOLOGY 16
2.1 RESEARCH ASSUMPTIONS 16
2.2 DATA TRIANGULATION 17
2.3 PRIMARY DATA 17
2.3.1 INCLUSIONS/EXCLUSIONS 18
2.4 STAKEHOLDERS 18

3 EXECUTIVE SUMMARY 19

4 IMPACT ON ECOSYSTEM AND EXTENDED ECOSYSTEM 20
4.1 BY STAKEHOLDER 20
4.1.1 TECHNOLOGY PROVIDERS 20
4.1.2 SOLUTION DESIGNERS AND DEVELOPERS/CONSULTANTS 20
4.1.3 SYSTEM INTEGRATORS 21
4.1.4 RESELLERS 21
4.1.5 MANAGED SERVICE PROVIDERS 21
4.2 COVID-19 PANDEMIC-DRIVEN MARKET DYNAMICS AND FACTOR ANALYSIS 21
4.2.1 DRIVERS AND OPPORTUNITIES 21
4.2.2 RESTRAINTS AND CHALLENGES 23
4.2.3 CUMULATIVE GROWTH ANALYSIS 23

5 BUSINESS IMPLICATIONS OF COVID-19 ON THE EDGE AI SOFTWARE MARKET 24
5.1 INTRODUCTION 24
5.2 IMPLICATIONS ON APPLICATION SEGMENTS (PESSIMISTIC,
REALISTIC, AND OPTIMISTIC SCENARIOS) 25
5.2.1 AUTONOMOUS VEHICLES FORECAST (2020-2021) 25
5.2.2 ACCESS MANAGEMENT FORECAST (2020-2021) 26
5.2.3 VIDEO SURVEILLANCE FORECAST (2020-2021) 27
5.2.4 REMOTE MONITORING AND PREDICTIVE MAINTENANCE FORECAST (2020-2021) 28
5.2.5 TELEMETRY FORECAST (2020-2021) 29
5.2.6 ENERGY MANAGEMENT FORECAST (2020-2021) 30
5.2.7 OTHERS FORECAST (2020-2021) 31
_
5.3 IMPLICATIONS ON DATA SOURCE SEGMENTS (PESSIMISTIC, PRE-COVID-19,
AND OPTIMISTIC SCENARIOS) 32
5.3.1 VIDEO AND IMAGE RECOGNITION FORECAST (2020-2021) 32
5.3.2 SPEECH RECOGNITION FORECAST (2020-2021) 33
5.3.3 MOBILE DATA FORECAST (2020-2021) 34
5.3.4 BIOMETRICS DATA FORECAST (2020-2021) 35
5.3.5 SENSORS DATA FORECAST (2020-2021) 36

6 COVID-19 IMPACT ON MAJOR VERTICALS WITH USE CASES AND
HOW CLIENTS ARE RESPONDING TO THE CURRENT SITUATION 37
6.1 GOVERNMENT AND PUBLIC 37
6.1.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 37
6.1.2 KEY USE CASES 37
6.1.3 MNM VIEWPOINT (VERTICAL’S RESPONSE TO COVID-19) 38
6.2 MANUFACTURING 39
6.2.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 39
6.2.2 KEY USE CASES 39
6.2.3 MNM VIEWPOINT (VERTICAL’S RESPONSE TO COVID-19) 40
6.3 TRANSPORTATION AND LOGISTICS 41
6.3.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 41
6.3.2 KEY USE CASES 41
6.3.3 MNM VIEWPOINT (VERTICAL’S RESPONSE TO COVID-19) 42
6.4 ENERGY AND UTILITIES 42
6.4.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 42
6.4.2 KEY USE CASES 43
6.4.3 MNM VIEWPOINT (VERTICAL’S RESPONSE TO COVID-19) 43
6.5 TELECOM 44
6.5.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 44
6.5.2 KEY USE CASES 44
6.5.3 MNM VIEWPOINT (VERTICAL’S RESPONSE TO COVID-19) 45
6.6 HEALTHCARE 46
6.6.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 46
6.6.2 KEY USE CASES 46
6.6.3 MNM VIEWPOINT (VERTICAL’S RESPONSE TO COVID-19) 47
6.7 OTHERS 48
6.7.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 48
6.7.2 KEY USE CASES: OTHERS 48
6.7.3 MNM VIEWPOINT (VERTICAL’S RESPONSE TO COVID-19) 49
_

7 COVID-19 IMPACT ON REGIONS 50
7.1 INTRODUCTION 50
7.2 NORTH AMERICA 50
7.2.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 50
7.3 EUROPE 51
7.3.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 51
7.4 ASIA PACIFIC 52
7.4.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 52
7.5 MIDDLE EAST AND AFRICA 54
7.5.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 54
7.6 LATIN AMERICA 55
7.6.1 FORECAST 2020-2021 (OPTIMISTIC/PRE-COVID-19/PESSIMISTIC) 55

8 COVID-19-FOCUSED PROFILES OF KEY VENDORS 56
8.1 INTRODUCTION 56
8.2 COMPANY PROFILES 56

9 APPENDIX 60
9.1 AUTHOR DETAILS 62



List of Figures



FIGURE 1 COVID-19: THE GLOBAL PROPAGATION 10
FIGURE 2 COVID-19 PROPAGATION: SELECT COUNTRIES 11
FIGURE 3 COUNTRIES BEGIN WITH SIMILAR TRAJECTORIES BUT CURVES DEVIATE
BASED ON MEASURES TAKEN 12
FIGURE 4 REVISED GDP FORECASTS FOR SELECT G20 COUNTRIES IN 2020 12
FIGURE 5 CRITERIA IMPACTING THE GLOBAL ECONOMY 13
FIGURE 6 SCENARIOS IN TERMS OF RECOVERY OF THE GLOBAL ECONOMY 14
FIGURE 7 BREAK UP OF PRIMARY PROFILES 18
FIGURE 8 GLOBAL EDGE AI SOFTWARE MARKET, 2019-2021 (USD MILLION) 24
FIGURE 9 IMPACT OF COVID-19 ON EDGE AI SOFTWARE IN AUTONOMOUS VEHICLES SEGMENT, 2019-2021 (USD MILLION) 25
FIGURE 10 IMPACT OF COVID-19 ON EDGE AI SOFTWARE IN ACCESS MANAGEMENT SEGMENT, 2019-2021 (USD MILLION) 26
FIGURE 11 IMPACT OF COVID-19 ON EDGE AI SOFTWARE IN VIDEO SURVEILLANCE SEGMENT, 2019-2021 (USD MILLION) 27
FIGURE 12 IMPACT OF COVID-19 ON EDGE AI SOFTWARE IN REMOTE MONITORING AND PREDICTIVE MAINTENANCE SEGMENT, 2019-2021 (USD MILLION) 28
FIGURE 13 IMPACT OF COVID-19 ON EDGE AI SOFTWARE IN TELEMETRY SEGMENT 2019-2021 (USD MILLION) 29
FIGURE 14 IMPACT OF COVID-19 ON EDGE AI SOFTWARE IN ENERGY MANAGEMENT SEGMENT, 2019-2021 (USD MILLION) 30
FIGURE 15 IMPACT OF COVID-19 ON EDGE AI SOFTWARE IN OTHERS SEGMENT 2019-2021 (USD MILLION) 31
FIGURE 16 IMPACT OF COVID-19 ON VIDEO AND IMAGE RECOGNITION 2019-2021 (USD MILLION) 32
FIGURE 17 IMPACT OF COVID-19 ON SPEECH RECOGNITION, 2019-2021 (USD MILLION) 33
FIGURE 18 IMPACT OF COVID-19 ON MOBILE DATA, 2019-2021 (USD MILLION) 34
FIGURE 19 IMPACT OF COVID-19 ON BIOMETRICS, 2019-2021 (USD MILLION) 35
FIGURE 20 IMPACT OF COVID-19 ON SENSORS DATA, 2019-2021 (USD MILLION) 36
FIGURE 21 GOVERNMENT AND PUBLIC: EDGE AI MARKET, 2019-2021 (USD MILLION) 37
FIGURE 22 MANUFACTURING: EDGE AI MARKET, 2019-2021 (USD MILLION) 39
FIGURE 23 TRANSPORTATION AND LOGISTICS: EDGE AI MARKET, 2019-2021 (USD MILLION) 41
FIGURE 24 ENERGY AND UTILITIES: EDGE AI MARKET, 2019-2021 (USD MILLION) 42
FIGURE 25 TELECOM: EDGE AI MARKET, 2019-2021 (USD MILLION) 44
FIGURE 26 CHINA TELECOM REVENUE (FEBRUARY 2019 – FEBRUARY 2020) 45
FIGURE 27 HEALTHCARE: EDGE AI MARKET, 2019-2021 (USD MILLION) 46
FIGURE 28 OTHERS: EDGE AI MARKET, 2019-2021 (USD MILLION) 48
FIGURE 29 NORTH AMERICA: EDGE AI MARKET, 2019-2021 (USD MILLION) 50
FIGURE 30 EUROPE: EDGE AI MARKET, 2019-2021 (USD MILLION) 51
FIGURE 31 ASIA PACIFIC: EDGE AI MARKET, 2019-2021 (USD MILLION) 52
FIGURE 32 MIDDLE EAST AND AFRICA: EDGE AI MARKET, 2019-2021 (USD MILLION) 54
FIGURE 33 LATIN AMERICA: EDGE AI MARKET, 2019-2021 (USD MILLION) 55

 

List of Tables



TABLE 1 COVID-19 USE CASES: GOVERNMENT AND PUBLIC 37
TABLE 2 COVID-19 USE CASES: MANUFACTURING 39
TABLE 3 COVID-19 USE CASES: TRANSPORTATION AND LOGISTICS 41
TABLE 4 COVID-19 USE CASES: ENERGY AND UTILITIES 43
TABLE 5 COVID-19 USE CASES: TELECOM 44
TABLE 6 COVID-19 USE CASES: HEALTHCARE 46
TABLE 7 COVID-19 USE CASES: OTHERS 48
TABLE 8 COVID-19-ORIENTED PROFILES OF KEY EDGE AI SOFTWARE VENDORS 56