Andy Xie is half right, Dino.
Although the pandemic will have a downward effect on consumption of tech, like smartphones, other tech sub-sectors are actually growing during the Covid pandemic.
PCs, that have been historically going down is going up as people need more of them at home says
HP, Dell beat Wall Street estimates as the demand for PCs rise
money.yahoo.com
The need for data means datacenters' and Internet infrastructure need to grow.
Pandemic sent the shopping experience completely online. Which means Amazon is doing better.
Broadband usage, according to OpenVault Broadband Insights (OVBI) surged during the Covid-19
The firm found that average bandwidth consumption at the end of the first quarter was 402.5 GB, an increase of 47% compared to the first quarter 2019’s average, which was 273.5 GB.
The report found that during COVID-19 upstream internet traffic rose 5.3% between the ends of the first and second quarters.
This, the firm said, was probably due to videoconferencing, education and other uses due to the COVID-19 pandemic. Upstream consumption is up 56% year over year for the second quarter of 2020.
Note that usually we use more downstream then upstream badwidth. The report found a desire for faster tiers. The OVBI found that almost 5% of subscribers have gigabit or faster connections, a 133% year over year increase – and an increase of 75% during the past six months. Sixty-one percent of subscribers have connections of 100 Mbps or faster, an increase of 27% over the past year.
Mobile operators, cleverly, used Covid 19 to push for more spectrum and this means more expansion of mobile networks that drives the likes of Nokia, Ericsson, Cisco and Samsung. |
