Search

What to Expect from CES

The Six Five team discusses what to expect from CES.

Watch the clip here:

If you are interested in watching the full episode you can check it out here.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

Transcript:

Daniel Newman: Let’s keep moving, Pat, and CES expectations. Every once in a while you and I, instead of doing the news, we get to prognosticate a little bit. We will both be there. We’ll be bringing The Six Five crew. We’re going to be on the floor doing a bunch of interviews together, but we’re also going to be roaming around, checking out what’s new. Quick take, Pat, what’s your big expectations?

Patrick Moorhead: Yeah, so this could go a little long, so I’m going to blow through this. First of all, I always like to categorize CES into types of shows. There’s the visionary shows where we’re going to see something new like a new category, like a self-driving car or 8K TV or something like that. Then, there’s what I call delivery shows, which is actually delivering on the promises you made from prior shows. I fully believe this is going to be a delivery show, first of all, in semiconductors, bigger, better, faster chips for PCs and cars. Intel, AMD, NVIDIA, Qualcomm, and Microsoft are going to be there in full force. PC announcements, I think, will focus on cloud collaboration and experiences.

Gosh, Dell couldn’t help themselves. They already made some announcements, very thought-provoking ones, that a modular concept called Luna that you can take apart has a really massive track pad. In fact, it’s the entire base of the system itself and it’s easy to take apart for as close as you can get to green. From a manufacturing materials point of view, it’s also one of the greenest if not the greenest devices out there.

The other thing was this webcam that is wireless that you stick to your display. You can put it where you are actually looking on your PC. In automotive, you’re going to see more self-driving capabilities, some cool and sexy in-dash. There was a cool BMW. BMW came out and talked a little bit out front about this. Essentially, this wall of displays inside of their future cars. Big GM keynote. Gosh, Waymo’s going to be on the floor. Daimler, Hyundai, GM, and TuSimple will also be on the floor.

Everything will be about the Metaverse, Daniel. Even if it wasn’t about the metaverse three months ago, that’s one of the new hot topics. Surprisingly enough, Meta will be on the floor at CES and I don’t remember ever Meta or Facebook being on the floor there. I’m definitely going to check that out. For the smartphone, what I want to see is I want to see more interoperable matter device. Matter is a compatibility standard so Apple and Google and Amazon can talk with each other, which I just love.

From a TV point of view, we’re going to see more 8K, we’re going to see OLED all over the place and we’ll probably see Sony’s quantum dot OLED. I don’t know why that combination is good. I have a quantum dot behind me. It is about as hot and gives me a sunburn on my back, but it’ll probably have some incredible visuals. Smartphones, we might see a smartphone or two, but people are going to be holding those for Mobile World Congress. Finally, T-Mobile and Verizon have some big announcements it looks like they’re going to make, but I couldn’t tell you even if I knew about that.

Daniel Newman: All right, I think it’s going to be all about technology.

Author Information

Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.

From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.

A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.

An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.

SHARE:

Latest Insights:

T-Mobile Raises 2024 Guidance Driven by Q1 2024 Service Revenue, Profitability, and High-Speed Internet Breakthroughs Plus Record Low Postpaid Phone Churn
The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its rivals across important mobile network service categories.
Generative AI-Powered Workflows Are Helping to Fuel Performance Across All Key Business Areas
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q1 2024 earnings and discuss how the company has successfully leveraged generative AI across its platform to drive revenue growth.
A Game-Changer in the Cloud Software Space
The Futurum Group’s Paul Nashawaty and Sam Holschuh provide their insights on the convergence of IBM, Red Hat, and now potentially HashiCorp and the compelling synergy in terms of developer tools, security offerings, and automation capabilities.
Google Announces Q1 2024 Earnings, Powered by Revenue Gains across Cloud, Advertising, AI, and Search
The Futurum Group’s Steven Dickens and Keith Kirkpatrick cover Google’s Q1 2024 earnings and discuss how the company’s innovations across cloud, workflows, and AI are helping it to drive success.