Shooting: Business Insider JAPAN
From the end of 2021, when "Metaverse" became a buzzword.What will happen to the IT industry after 2022?
Ohara, an IT critic who remotely CES, with Shiftall (Shiftl) representative, Takuma Iwasa, who exhibited at the international tech event "CES 2022" held in Las Vegas, USA for the first time in two years in January 2022Kazuhiro.
How do the two know the tech industry how to read the trends of the IT industry in 2022, which is occurring outside Japan?We talk while looking back on CES 2022 again.
The dialogue was held on META (former Facebook) on "Horizon Workrooms".From the left of the image, Ito, Ohara, and Iwasa, who was in charge of the editor -in -chief of Business Insider JAPAN.
Image: Screenshot by editorial department
── (CES 2022) What kind of genre did Mr. Ohara, who participated as an interviewer online, attracted attention as a preliminary appointment?
Ohara: The event (Note: Consumer Technology Association, CTA) originally said that "mobility", "sustainability", "life tech", and "meta spring" were the hottest areas.
The exhibition itself was very simple, but in the key notes and speeches, I was able to put a lot of emphasis on the concept video published there.
In the case of keynote (keynote speech), the biggest one this time is "mobility".
* The US car major GM (General Motors) was in charge of one of the keynote speeches at CES 2022.
The vehicle of the BRIGHTDROP BRIGHTDROP for delivery of the US automobile giant GM.Fedex announced that it had delivered the first vehicle in December 2021.Orders have been reported in total as a total of 500 units.
Source: fedex
(On the other hand) Despite the fact that the U.S. medical manufacturer Abbott, Abbott, entered the life -tech area with a noise, I had the impression that China was more advanced as far as the key note was heard.
After that, since 2021 has advanced to the online system, those who are on exhibitions and Eureka Park ( *) uploaded product videos on the site.So, I looked roughly on the website (on the website), so I tried to get the individual coverage time for each company I was interested in.
When I interviewed it, the "metahabas" system was quite substantial.
* EUREKA PARK …… The name of the area where startup exhibitions are gathered every year at CES
Iwasa: There were many.However, what I thought on the spot was more exciting for (rather) cars, medical health, and smart energy than metavers.
I feel that Japanese media is overwhelmingly saying "metahabath".Since Japan is a country with a strong automotive industry and buzzwords with metavers, it was often reported as "automobiles" and "metahabers".
海外でも取り上げられていますが、メディカルやライフテック、グリーンテックの方が気合が入っていたと思います。「A、B、Cと(注目ジャンルが)あって、&メタバース」みたいな。
Ohara: The interesting thing was that the United States was becoming an aging society, so the lifetech and others were "Age Tech" (Age Tech, technology for the elderly).
Iwasa: Certainly there were many.
During health and life care, the area of apps and hardware that must be authenticated for genuine medical devices is divided into "records that record daily health" such as Fitbit and Apple Watch.I think it will be.
In Japan, the former medical device system has almost no startup.Even if there is, it will not be a topic of the media.However, with CES 2022, Koreans were very many as a medical device system, and they were enthusiastic.
Two years ago (just before the Corona popularity), the startup was the image of France.However, it is said that about 500 companies (in CES 2022 as a whole) only for Korean exhibitors.French companies are about half that.Many of France would be French Tech (France startups), so Korean companies have exceeded the number of exhibitors.I was really surprized.
Japanese media did not say "Korea was amazing", but when I was on the spot, I felt like "I think she is a Chinese person when I see Asian people."
South Korea's startup was gaining momentum.
Image provision: Takuma Iwasa
Ohara: As a background, there were few Chinese exhibitions.I guess that is also affecting.
Iwasa: That's right.It seems that traveling from China to the United States is quite high.
Ohara: France has raised the country to "French Tech", but it is interesting that South Korea is competing in multiple groups in Japan, such as universities and national research institutes.
Especially recently, "IoT" has been buzzword, but in the end, sensing and AI technology have been improved, and we analyze whether medical system is getting excited.
Iwasa: Looking at the map, the red part was different, such as the "C-Lab" series, government affiliates, and university affiliates with Samsung Electronics, but they were overwhelmingly strong.
Koreans (red) and French (blue) seen in the placement of EUREKA PARK.According to the area ratio, it can be seen that the source of the Korean startup is very large.
Image provision: Takuma Iwasa
French tech was fashionable, pushing out design as a national character, and rather strong in the culture -based "clothing, food, dwelling" and cosmetics.It was a characteristic that "I have seen it, but I've been cool and fashionable."
On the other hand, Korean startups are very similar to Japan.After all, it is a country with Samsung Electronics, LG Electronics, and Hyundai, so the quality of things is very high.
"I'm going to create a high/soft prototype with a high degree of perfection so far."
Ohara: I think there are two types of innovation.One is exponentially evolved by multiplication of technology, called exponental innovation.The other is design innovation, which is also called "meaning innovation", emphasizing design and contextual.
(So far) French Tech was strong in the design and innovation field.
However, sensors, AI, and robots are getting more technically better, and that has been connected in the last few years.I think that there is such a background that Korea is looking at the sun in the exponational innovation area.
もっと知るメタバースで「重要なこと」をみんな勘違いしている…NFT、仮想通貨そしてインターネットの法則【対談】Advertisement
Kenichiro Yoshida, Chairman and President of Sony Group, who will show off the SUV-type "VISION-S02" at the CES2022 press conference.
Source: CES2022 From Press Conference broadcast
─ What are the products and content that you were paying attention to in the content of the CES exhibition among them?
Ohara: This time, the exponential innovation wave has come to the life -tech system, but on the other hand, the electric vehicle (EV) has matured, so I think that a major counterattack has begun.
For example, Sony's entry into the EV is spreading in the context of "Sony, as if it were a technical power, Japan, and electric vehicles," but in fact, it can be divided into an electric vehicle.
Sony itself has not made (the body) on its own, and the body is in charge of Magna Ster, Austria.The same thing is happening as a PC (manufacturing) flow that can be specialized in places where you are good at, and others can be made by OEM (outsourced to other companies).
On the other hand, while Tesla was delayed (in the "SEMI" of the electric truck), GM played a truck.GM is to work in the B2B area that can be covered by operation, such as working together with "FEDEX", a major logistics company in the United States, and "Walmart", a major retail company, to survive technology in a scale of the scale.Was started.
Fedex vehicles appear from around 1 hour 2 minutes and 30 seconds.
I felt strongly at CES 2022 that the (EV) technology war has changed from a technical development competition to a phase of what kind of labor system and a strategic alliance system to survive in business development.
で す か Does it mean that you have moved to a social implementation phase?
Ohara: That's right.When mature, high -end machines like Tesla are not necessary in B2B.The GM that is well assembled in such a place is amazing.
──Tesla has been talking about Pepsic (Pepsico) as a topic, such as delivering electric trucks, but it is becoming a phase that works with major companies.
* About Tesla's EV Truck SEMI Pepsico CEO responded to CNBC coverage that it would be delivered in the fourth quarter of 2022.
Ohara: Updating software (car) online like Tesla is a very advanced technology for automakers.However, in the case of B2B (even if it is not an extreme story), it can be updated hardware even after delivery.
There are many parts that can not catch up with Tesla when everything is softwareized, and everything is like a smartphone, but there are many parts that do not have to be "smartphone".
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