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Markets and Trends

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The craziness that is the Consumer Electronics Show (CES) is
and always will be the blur to jump start my recovery from the holidays. It
remains one of the busiest weeks on the calendar for any attendee, much less an
automotive industry analyst. At the event, I formally met with more than 30
automotive suppliers and manufacturers (not including all the informal
introductions, run-ins, and booth/coffee chats), all eager to provide updates
on their latest announcements, partnerships, and investments. If time and
travel wouldn’t have been a constraint, that number would have been much
higher.

Following a variety of small scale 5G rollouts in 2019, the rubber is hitting the road in terms of making the next-gen cellular technology available to the masses with the recent low-band spectrum 5G launches from AT&T and T-Mobile. For the past month, I have been putting those recent deployments through their paces and came away with a few impressions on low-band 5G’s impact on today’s user experience.

When the first All-Flash Arrays (AFAs) were introduced back in 2011, many enterprises, analysts and established enterprise storage vendors felt that these types of systems would be too expensive for widespread use in the enterprise. But by 2019, AFAs were generating almost 80% of primary external storage revenues, and the revenue streams for Hybrid Flash Arrays (HFAs) and HDD-only arrays was on the decline.