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•  Supply-chain impacts on devices, network             •  New forms of social network and entertainment
               elements, and underlying components. This is            will likely emerge, if people are forced to
               already being strongly felt by many vendors.            stay, work and learn at home. There will be a
               In the longer term, we can expect companies             big focus on childcare, eldercare, eSports and
               to focus more on alternative sources of supply,         gaming, entertainment streaming, home delivery
               “just in case” rather than “just in time” logistics     services, healthcare and so on. Some of this
               and inventory management, and various other             is already being seen in China, with virtual
               shifts in business practice.                            gym classes and other innovations becoming
                                                                       popular. As a historical note, the large Chinese
            •  Possible slowdown in global standards and               online commerce firm JD.com was first set up in
               regulatory meetings / agreements (for instance          2003-4, when its founder closed his brick-and-
               3GPP Rel16/17). While this will likely be               mortar retail stores during the SARS outbreak.
               countered with improved remote-attendance, that
               may be unsuitable for replicating the informal   In summary – both with the current COVID-19 and
               discussions needed to reach effective outcomes.  any future pandemics, networks and telecoms will form
                                                                a core part of the direct medical response and crisis
            •  There may be staffing issues in the hardest-hit   management. But perhaps more importantly, it will
               regions, impacting operations, deployment and    enable humanity to adapt to challenges and difficulties
               maintenance for networks, data centres etc.      in entirely new ways, by improving the ability to work
                                                                and live wherever required. However, the telecom
            •  There may be less government tolerance of        industry needs to work through the lessons carefully,
               encryption & anonymity, if it is shown to        understand bottlenecks and pinch-points (both physical
               thwart efforts to trace infected patients and their   and virtual) and be prepared to evolve rapidly. Regulators
               contacts.                                        and policymakers also have extra roles to play.

            •  All pre-2020 market forecasts should be
               considered unreliable, given their input         Originally published by: ECI: https://blog.ecitele.com
               assumptions of “business as usual”.






























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