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1、2023 technology industry outlook2ContentsLeading through macroeconomic uncertainty 4Navigating global uncertainties 5Transforming other industries through technology 6Adapting to new regulations 7Signposts for the future 8About Deloittes outlooks Our 2023 outlook for the technology industry seeks to

2、 identify the strategic issues and opportunities for tech organizations to consider in the coming year,including their impacts,key actions to take,and critical questions to ask.The goal is to help equip US technology organizations with the information and foresight they need to position themselves f

3、or a robust and resilient future.2023 technology industry outlookExecutive summary 3The technology industry has not just weathered the pandemic-driven disruptions of the past few years but has flourished.The crisis thrust many organizations into the future,accelerating digital transformation and cha

4、nging work models dramatically.As supply networks struggled,Deloitte urged tech leaders to evaluate where and how manufacturing happens;to focus on improving transparency,flexibility,and resiliency of their supply chains;and to prepare proactively for future uncertainty and other systemic risks.1 We

5、 recommended that tech companies ramp up innovation and transformation by doubling down on cloud and everything-as-a-service(XaaS).2 We advised leaders to bolster their talent bench in critical capabilities such as artificial intelligence(AI),robotic process automation(RPA),and cybersecurity.3 While

6、 many leaders appear to have heeded the advice,in 2023 the tech industry will likely continue to grapple with issues around supply chains,workforce,and innovationnow exacerbated by considerable macroeconomic and global uncertainties.A recent Deloitte survey revealed technology decision-makers top st

7、rategic concerns for the next two to three years:Macroeconomic uncertainty topped the rankings,followed by workforce issues and then the competitive landscape.4 Geopolitical and regulatory uncertainties also worry the respondents,though not as intensely.While tech stocks outperformed during the pand

8、emic pressures of 20202021,the sector led considerable stock market declines in 2022.5 A major challenge now for tech companies is how to weather a potential economic slowdown by trimming costs,increasing efficiency,and growing revenues.At the same time,many are likely looking for ways to remain inn

9、ovative and build a strong,competitive position for the future.Some of the specific themes we see playing a critical role in 2023 and beyond include:Leading through macroeconomic uncertainty.Beleaguered by softening consumer spending,lower product demand,and falling market capitalizations,tech compa

10、nies C-suites are feeling the urgency to increase margins and grow revenues.Beyond workforce adjustments,approaches may include making business processes more efficient,relying more heavily on intelligent automation,reducing tech debt by implementing best practices for software development,modernizi

11、ng legacy architectures by migrating to cloud and XaaS,and considering strategic mergers and acquisitions(M&A).Navigating global uncertainties.As technology companies confront heightened global challengesincluding geopolitical tensions,supply chain volatility,raw material shortages,semiconductor sup

12、ply concerns,and new regulationsthey should work to mitigate risks and build more resilient systems.Leaders should think strategically about their choices of partners,where theyre located,and where and how production takes place.Transforming other industries through technology.On a hunt for new reve

13、nue opportunities,the tech sector is extending its reach into other industries,using digital advancements to support innovation and transformation.A primary example of this convergence is tech and health care.Tech companies are also seeking to improve efficiency and spur innovation in other areas th

14、at are ripe for transformation,including real estate,manufacturing,and retail.Adapting to new regulations.Climate change and social impacts are having an increasing effect on the operations of tech companies.At the same time,governments and shareholders around the world are pushing companies to incr

15、ease transparency around environmental footprints and tax payments and to commit to reducing carbon emissions.New and proposed regulations are expected to require updates to business management software tools,enabling companies to achieve real-time visibility and to grant authorities access to data

16、they will need for increasingly complex compliance processes.Economic headwinds seem to be gathering for business in general and for the technology industry specifically.But there are many regulatory incentives that may spur innovation and growth in 2023 and beyond.To survive and thrive,technology c

17、ompanies should rededicate their efforts to improving supply operations,modernizing infrastructure,and leveraging growth opportunities.2023 technology industry outlookLeading through macroeconomic uncertainty 42023 technology industry outlookFaced with ebbing product demand,decreasing consumer spend

18、ing,and falling valuations,tech company C-suites may feel enormous pressure to reduce their costs and improve profitability.Theyre responding in many ways:conducting strategic reviews of talent,modernizing their tech infrastructure,and looking for bargains in M&A.Tech leaders should consider a mix o

19、f approaches that could enable them to emerge from a downturn with the right tech,talent,and growth opportunities in place.Notably,Q4 2022 saw hiring freezes and layoffs sweep through the sector.6 After hiring aggressively to meet demand during boom years,leaders are now aiming to right-size their w

20、orkforces.7 But right-skilling continues to be just as critical:58%of technology decision-makers Deloitte surveyed reported that recruiting talent is a major challenge,and 48%said the same about retaining personnel.8 The workforce reductions may have an upside for smaller,growing tech companies by p

21、roviding opportunities to acquire newly available talent.Tech leaders are using other cost and efficiency levers,too,such as revisiting procurement decisions,using digital tools to optimize sourcing activities,reexamining operations from a tax perspective to identify potential savings,and transformi

22、ng operating models.9 According to Deloittes 2022 Global Intelligent Automation survey,organizations are increasingly deploying intelligent automation technologiesincluding RPA,optical character recognition,AI,low-code tools,and process miningto realize broad benefits that include improved productiv

23、ity,increased accuracy,better customer experience,and cost reduction.10 Indeed,surveyed leaders whose organizations have moved beyond piloting intelligent automation reported achieving cost reductions of 32%,on average.11 Cloud computing and XaaS12 will likely continue to flourish during economic un

24、certainty.13 Facing fluctuating IT demands and workforce challenges,leaders accelerated the shift to service-based IT during the pandemic.14 Researchers estimate that,as of 2022,cloud represents 40%of global enterprise IT spending and as-a-service represents a majority of software spending.15 The be

25、nefitselastic scaling of IT capacity and costs,increased agility,minimized risk,and access to innovative capabilitieshave heightened appeal in uncertain times.Migrating operations to the cloud can also help companies shift from capital expenditures to a consumption-based model,freeing up cash for op

26、erations.Moreover,leaders view cloud and XaaS as critical to their digital transformation and core to creating new solutions and business modelswhich could pave the way to new revenues.16 As product providers,many tech companies are converting their offerings to a subscription-based XaaS modelwhich

27、has the benefits of predictable,recurring revenue streams and potentially faster revenue growth,plus improved client retention.17 One initiative that many companies undertake as part of their digital transformation efforts is modernizing legacy systems.These may be critical to their business,but the

28、y are expensive to maintain;susceptible to hacking;and difficult to integrate with cloud,analytics,and mobility.18 This process may involve re-architecting legacy systems to use cloud-native services,decomposing monolithic code into microservices,and integrating modern user interfaces and cybersecur

29、ity solutions.19 Potential benefits include improved efficiency,agility,and customer experience.Modernization also allows companies to take greater advantage of software engineering practices such as agile methodologies,DevOps,and DevSecOps.20 Tech leaders will likely be looking to increase revenue

30、in 2023 through strategic mergers and acquisitions.Indeed,M&A activity flourished in the enterprise IT sector in 2022,with DevOps and cloud transactions leading the deals.21 In 2023,lower valuations may drive tech companies to rev up M&A activity in areas that will allow them to leverage new technol

31、ogies,including AI and machine learning.22 Additionally,alliances and joint venture partnerships present alternate pathways to grow market and revenue footprint.At the same time,to enhance margins and become more agile in dealing with future uncertainties,tech leaders may consider divesting their no

32、n-core assets to become leaner and unlock value from their core businesses.23 Strategic questions to consider:What steps are we taking to evaluate and improve our tech companys operating models and business processes?For example,are we considering process mining to visualize business processes and w

33、orkflows,understand bottlenecks,and identify opportunities to reduce costs?24 How can we foster greater productivity despite potential resource constraints?How can our company accelerate research and development of innovations that create opportunities for new products,services,business models,and,u

34、ltimately,new revenues?How can we ensure that our workforce has the right mix of skills for competitive success?Have we considered how to keep workers engaged and how to train and upskill them?Can acquisitions help us upgrade our talent in growth areas?Navigating global uncertainties 2023 technology

35、 industry outlookBeyond the concerns about macroeconomic conditions,the technology industry faces global challenges ranging from geopolitical tensions to supply chain uncertainties,ongoing semiconductor concerns,raw material shortages,and enactment of new legislation and trade restrictions.In 2023,a

36、ll these issues will likely top the priority lists of many prominent tech companies as they reassess partnerships,suppliers,and the markets in which they do business.With nearly 80%of digital components manufactured in Asia,the reliability and swift supply of parts and components pose a huge risk fo

37、r US tech companies in the current market environment.25 The big tech companies are dependent on China to supply hardware for their servers,storage,and networking products.26 In light of the supply chain threat posed by Chinas COVID issues and ongoing trade tensions,tech leaders should consider expl

38、oring additional countries for manufacturing and sourcing of their products.27 While it may not be possible to shift product sourcing entirely away from China,the manufacturers that command a lions share of the technology market are likely to explore other Southeast Asian countries and perhaps near-

39、shoring for sourcing components and assembling their products.28 Global economic instability is likely to compound the challenges facing tech companies.Owing to conflicts such as the Russian invasion of Ukraine and geopolitical tensions in Asia,tech companies may witness product shortages and delays

40、,service disruptions,bankruptcy of core suppliers,increased product costs,and reduced global sales in the months ahead.29 Additionally,tech companies that have prior purchase commitments with their suppliers will be constrained to buy components at higher prices than those available in the current m

41、arket,which will affect gross margins.In 2023,tech companies should consider revising supplier agreements to reflect new circumstances.Geopolitical tensions,embargoes,and trade restrictions are notably affecting the chip industry,causing downstream disruptions for tech and other industries.Deloittes

42、 2023 Semiconductor Industry Outlook anticipates that there will likely be a surfeit of some chips,while others remain in short supply.30 Ensuring a reliable supply of chips is expected to remain crucial for the stability of many markets,and 2023 may see tech companies finding the right mix of expan

43、sion,new plants,and“friendshoring”31 to localize the chip supply chain and help make it more resilient.US tech companies planning to build their own chips can receive financial assistance,thanks to the new CHIPS and Science Act of 2022(CHIPS Act).32 Companies opting for CHIPS Act funding may need to

44、 reassess their existing deals with Chinese suppliers,as they will be barred from building leading-edge technology in collaboration with China.33 From a long-term standpoint,tech companies should consider analyzing the strategic importance of their materials and components and seek to ensure a conti

45、nuous supply.One way to potentially make the entire supply chain more resilient is to explore the possibility of a merger or a joint venture with domestic manufacturers,mitigating the adverse impact of market uncertainties and disruptions.Strategic questions to consider:How will our tech company man

46、age our existing deals with Chinese companies,considering the push for onshoring supported by the CHIPS Act?How can we reduce our reliance on Asian manufacturers and diversify the component suppliers for our products?With ongoing geopolitical tensions,how will our company manage risks associated wit

47、h technology and business continuity?How will our tech leaders make risk-informed decisions and steer our company with resilience?5Transforming other industries through technology6Seeking new growth areas in the face of macroeconomic pressures,tech giants are accelerating their ventures into other i

48、ndustries.Health care is a prime example of this convergence:Tech companies are bringing improved efficiencies and innovation to a system thats ripe for digital transformation.34 The global digital health marketestimated at US$211 billion in 2022 and projected to reach US$1.5 trillion by 2030represe

49、nts a huge potential opportunity for tech giants to continue their growth.35 Collectively,the Big Five36 made more than$3 billion in disclosed venture capital investments into health care in 2021,and 2022s activity may top that number.37 Investments in digital-health startups are estimated at$57 bil

50、lion in 2021,up 79%from the year before.38 Digital technologies and experiencesincluding virtual health care,wearable devices,remote patient monitoring,cloud,predictive analytics,and augmented realityplay a significant and growing role in transforming health and well-being.Consumers pivoted to virtu

51、al health care during the pandemic.Telehealth Medicare visits alone soared 63-fold from 2019 to 2020.39 According to Deloittes 2022 Connectivity and Mobile Trends(CMT)survey,49%of US consumers attended one or more virtual medical appointments as a patient in 2021,and looking ahead,more than four in

52、10 consumers would prefer virtual or hybrid options to assess new symptoms or chronic conditions in the future.40 One tech giant is seeking to meet these preferences by venturing into telehealth,launching a virtual health storefront that allows consumers to seek out and pay for consultations.41 Cons

53、umers increasingly use health-tracking wearable devices to help achieve their health and fitness goals.42 Deloittes CMT survey revealed that 41%of US consumers personally own a smartwatch or fitness trackerand 57%have them in their households.43 For tech companies,the growing popularity of wearables

54、 means more device,software,and service revenues.For consumers,wearables represent better management of health and well-being.At least seven in 10 users reported their smartwatches/fitness trackers have improved their fitness and health;the most common uses are to track daily steps,pulse rate,calori

55、es and nutrition,heart health,and sleep.44 And 55%of device owners said they share wearable data with their medical providersleading the trend of health data integration and improved monitoring of health conditions.45Large cloud providers,for their part,are inking deals with hospitals and health car

56、e systems as they compete for a share of the lucrative health care cloud market.46 These projects typically involve moving electronic health records(EHRs)and applications to the cloud,and some focus on using data analytics and AI to develop predictive insights that can help with scheduling,capacity

57、planning,and identifying patients who could benefit from early interventions.47 Next-gen EHRs could evolve into technology-enabled platform ecosystems that interoperate with other data sources(e.g.,from wearables),leverage AI to support clinical decision-making,and provide data and insights to publi

58、c health departments and other entities in an effort to increase equitable health outcomes.48 The health care industry is hardly alone in seeing transformations driven by tech.In automotive,some cars are becoming large mobile computers,equipped with sensors and software that can control almost every

59、 function,from assisted driving to safety and infotainment.Tech companies are supplying maps and voice assistant technologies to car makers.Some large tech companies are working on autonomous driving technologiesand may even have ambitions to produce their own branded vehicles and to offer self-driv

60、ing rideshare services.49 In real estate,Internet of Things(IoT)sensors and smart devices are being installed in homes,offices,and warehouses;analytics on the resulting data flows can lead to energy use optimization and smarter inventory management.50 In manufacturing,deploying smart factory solutio

61、ns that combine a variety of capabilitiesincluding industrial IoT,cloud and edge computing,private 5G networks,RPA,AI,vision systems,and augmented and virtual realityhas been shown to improve cost,throughput,quality,safety,and revenues.51 And in retail,augmented reality and 3D technologies are provi

62、ding consumers with immersive digital experiences when they shopwhether in-store,online,or on-the-go.52 2023 technology industry outlookStrategic questions to consider:How might our tech innovations improve efficiency;enable new products,services,and business models;or revolutionize experiences in o

63、ther industries?How can we ensure adoption at scale?Which methodsfor example,partnerships or strategic acquisitionscould be most effective to bring our technology capabilities to other industries?What steps can our company take to comply with stringent regulatory requirements of other industries,whi

64、ch may include data privacy,security,and transparency of data handling?Adapting to new regulationsInnovative technologies and new business models tend to evolve more quickly than tax regulations can be written.The push into cloud and as-a-service subscription models,along with the increasing popular

65、ity of virtual assets,has blurred the lines between tangible goods,services,and usage rights.Different jurisdictions define and tax goods and services in different ways.Add globalization into the equation,and its not always simple for companies to ascertain whats being sold,where,and to whom.All of

66、these complexities are emerging even as company shareholders and governments around the world are pushing for transparencyespecially from tech companies.They want to know where companies are doing business;how locations and ecosystems are impacted;how much these companies are contributing in terms o

67、f taxes,employment,and commerce;and whether theyre paying a“fair share.”These concerns are reflected in regulations and reporting requirements taking shape today:Tax transparency is a major component of the most recently released Global Reporting Initiative(GRI)207 standard,which went into effect Ja

68、nuary 1,2021.Issued by the Global Sustainability Standards Board,the initiative requires that companies disclose country-by-country tax information,plus information about their tax strategy,accountability,governance,stakeholders,security practices,customer privacy,marketing and labeling,indirect imp

69、acts,and more.53 While this new standard is not mandatory,GRI standards are widely adopted voluntarily,as many companies and industries look to apply leading practices in sustainability reporting.As a result of GRI 207,companies are considering the role tax plays in their sustainability narrative an

70、d reporting more actively.The Pillar Two model rules of the OECD/G20 Inclusive Framework on Base Erosion and Profit Shifting,which are currently proposed to take effect in a phased approach between 2024 and 2025,include a 15%minimum tax on companies that operate in any of 137 participating jurisdict

71、ions and report more than EUR750 million annually.The goal is to present a unified standard and prevent companies from leveraging tax loopholes unfairly.54 In the United States,the recently passed Inflation Reduction Act places a 15%minimum corporate tax on certain classes of companies that report$1

72、 billion or more in profit to shareholders annually.55 The legislation also includes significant credits and incentives for companies to improve their climate and sustainability efforts.56 While there are varied views in the tech industry regarding appropriate levels of voluntary disclosure,some com

73、panies welcome the opportunity to position themselves as champions of environmental stewardship.57 The US Securities and Exchange Commission is rolling out a reporting requirement for climate information,encompassing governance and risk management,financial impact of climate-related events,and antic

74、ipated effects of climate on business planning.58 This proposed requirement will also take effect in phases,with the first disclosures expected to apply to reports filed in 2024 for fiscal year 2023.59 In addition to transparency,a new set of European regulations focuses on the business practices of

75、 large-scale tech companies that intermediate among businesses and large user groups.These may include search engines,online marketplaces,social networks,and cloud services.The Digital Markets Act(DMA),which takes effect in May 2023,may restrict certain practices among these core platform providers

76、and allow smaller businesses to compete more effectively in the global market.60 The DMA may cause these companies to rethink their business models and possibly even divest assets.Companies that have adopted hybrid work models should also consider the state-and local-level regulations where their em

77、ployees are located.When workers are remote and mobile,companies may incur unexpected taxes and fees that vary by jurisdiction.According to a recent Wall Street Journal report,one company discovered this issue when it was hit with$30,000 in back taxes,fees,and penalties because an employee worked in

78、 two states where the organization was not registered to do business.61 Adding up the time spent in meetings and the hours needed for accounting and human resources to hash out the details,the total cost was closer to$500,000.“Wed never even thought about these things,”the CEO told the Journal.In 20

79、23,tech companies that havent already thought about these things should likely start.Enterprise resource planning(ERP)software is a place to start;businesses should work to ensure that these systems have end-to-end visibility and can generate the reports to satisfy disclosure requirements for each r

80、elevant jurisdiction.Tracking environmental and social impacts is another element for tech companies to focus on in the coming year.While consensus has yet to be reached on standards and metrics,reputable ERP vendors and industry groups have frameworks that may satisfy anticipated requirements.Compl

81、iance with evolving regulations may feel like a moving target,but companies may achieve success working by analogy(likening a new business practice or transaction type to an existing guideline)and documenting practices meticulously.2023 technology industry outlookStrategic questions to consider:How

82、can we ensure we have a clear view of operations across the enterprise and the value chain?What reports and outputs will we need to achieve compliance with new and evolving regulations?Will regulators require real-time reporting and automated reports with direct pulls from ERP software?If so,how can

83、 we implement these securely?To what extent is our tech company responsible for monitoring business practices and impacts across partners,suppliers,and service providers?How can we leverage transparency reporting to highlight our companys dedication to social good?78Signposts for the future 2023 tec

84、hnology industry outlookAs 2023 dawns,the technology industry is struggling with uneven demand,right-sizing and right-skilling of its workforce,and uncertainty on a global scale.Modernizing legacy IT,adopting state-of-the-art software engineering practices,and shifting some processes to cloud may he

85、lp organizations streamline operations,reduce costs,and improve compliance with new regulations.These strategic moves could position tech companies well to expand into adjacent industries when opportunities arise.In the coming year,tech companies should be on the lookout for potential signals of cha

86、nge in the market,including:Changing macroeconomic conditionswhether weakening or improvingthat may impact product and service choices,workforce decisions,and business model choices.Opportunities to grow or streamlinefor example,making strategic M&A decisions or divesting noncore assets.Activity aro

87、und technology/health care convergence,including acquisitions,partnerships,and significant new tech upgrades and enhancements to established health and wellness products.Increased M&A activity among health care,tech,and sustainability companies.Changes in due diligence concerns for targeted M&A effo

88、rts in the tech industry.Potential trade policy changes between the United States and other key regions that could affect how tech companies source products and contract with global suppliers and distribution channels.Increased investment in onshoring of chip and component manufacture.Regulatory dis

89、cussions around tax transparency and real-time reporting requirements.New interoperability standards for devices and data.The emergence of a comprehensive framework for ESG reporting.Contact92023 technology industry outlookPaul SilverglateVice Chair and US Technology Sector Leader+1 408 704 Paul Sil

90、verglate would like to thank Susanne Hupfer,Michael Steinhart,and Prashant Raman from Deloittes Center for Technology,Media&Telecommunications(TMT Center)for their contributions to the research and writing of this outlook.About the TMT CenterDeloittes Center for Technology,Media&Telecommunications(T

91、MT Center)conducts research and develops insights to help business leaders see their options more clearly.Beneath the surface of new technologies and trends,the TMT Centers research can help executives simplify complex business issues and frame smart questions.The TMT Center can help executives bett

92、er discern risk and reward,capture opportunities,and solve tough challenges amid the rapidly evolving TMT landscape.10Endnotes1.Deloitte,2022 technology industry outlook,2022;Deloitte,2021 outlook for the US technology industry,2021.2.Ibid.3.Deloitte,COVID-19 outlook for the US technology industry,M

93、ay 2020.4.In late 2022,Deloitte surveyed over 100 technology decision-makers;20%of respondents were in the C-suite,30%were VPs/senior VPs,30%were directors/senior directors,11%were managers/senior managers,and 10%were heads of business units/departments.Respectively,83%,72%,and 67%of surveyed tech l

94、eaders ranked macroeconomic uncertainty,workforce issues,and the competitive landscape within the top three strategic concerns for their companies over the next two to three years.5.S&P 500 tech sector stocks lost nearly 32%of their value from January 1 through September 30,2022.See:Jan Varsava,“Vis

95、ualizing S&P 500 performance in 2022,by sector,”Visual Capitalist,November 1,2022;Gunjan Banerji and Hannah Miao,“Rate squeeze punishes once-triumphant tech stocks,”Wall Street Journal,October 30,2022.6.Layoff tracking website Layoffs.fyi reported that more than 150,000 tech workers were let go in 2

96、022.See:Layoffs.fyi-Tech Layoff Tracker and Startup Layoff Lists;Keerthi Vedantam,“Tech layoffs:US startups and tech companies with job cuts In 2022,”Crunchbase,November 4,2022;“What the wave of tech layoffs tell us about the economy,”CNN Business,November 7,2022.7.Vedantam,“Tech layoffs.”8.Deloitte

97、s late-2022 survey of more than 100 technology decision-makers.9.Marcus Kutzner et al.,“Sourcing optimisation:The next level in digital procurement,”Deloitte AG,August 2020;Deloitte,“Tax:Strategies for reducing costs and adding value,”Tax News&Views podcast,Season 2,Episode 3,August 5,2020;Anne Kwan

98、 et al.,Architecting an operating model:A platform for accelerating digital transformation,Deloitte Insights,August 5,2019.10.Anastasiia Polner et al.,Automation with intelligence,Deloitte Insights,June 30,2022;Katherine Noyes,“IBM exec:7 places to start using intelligent automation,”CIO Journal on

99、the Wall Street Journal,November 7,2022.11.Polner et al.,Automation with intelligence.12.XaaS refers to multiple enterprise IT functions consumed as-a-service,such as infrastructure-as-a-service,platform-as-a-service,software-as-a-service,and advanced innovation capabilities provided as-a-service.De

100、livery mechanisms may be on-premises(managed in ones own data center,e.g.,private cloud,on-premises subscriptions),third-party hosted(a vendor hosts the service),or public cloud(provided by a“public cloud”company).13.Alvin R.Cabral,“Global public cloud spending to hit nearly$600bn by 2023 as demand

101、continues to grow,”The National,November 3,2022;Jen Bailin,“Cloud computing trends 2023:Top predictions,stats,and growth drivers,”The Future of Customer Engagement and Experience,November 9,2022.14.Susanne Hupfer et al.,Enterprise IT:Thriving in disruptive times with cloud and as-a-service,Deloitte

102、Insights,February 22,2021.15.IDC,“The first potential recession in the as-a-service technology world,”IDC blog,July 22,2022.16.Hupfer et al.,Enterprise IT,2021.17.Maarten Moreels and Kristof Mantels,“Subscription&usage based pricing hot topic across many industries,”Deloitte Belgium,2020;VentureBeat

103、,“53%of software companies will move to subscription models by 2023,”VentureBeat,September 25,2021.18.Deloitte,“Application modernization:Modernization services,”accessed November 15,2022;Deloitte,“The incredible journey:Mainframe to cloud made easier,”Deloitte On Cloud podcast,accessed November 15,

104、2022.19.Ibid.20.Meredith Courtemanche,Emily Mell,and Alexander S.Gillis,“What is DevOps?The ultimate guide,”TechTarget,accessed December 8,2022;Linda Rosencrance,“DevSecOps,”TechTarget,accessed December 8,2022;Deloitte,“Humanising DevSecOps:Achieving speed and stability at scale,”accessed November 1

105、5,2022;i4,“What is the relationship between agile and DevSecOps?,”accessed November 15,2022.21.Matt Ashare,“DevOps and cloud lead M&A deals in enterprise software,”CIO Dive,September 30,2022.22.Fraser Tennant,“Tech M&A deal volumes set to rocket in next 12 months,claims new report,”Financier Worldwi

106、de,November 8,2022;Iain Macmillan,Mark Purowitz,and Sriram Prakash,Charting new horizons:M&A and the path to thrive,Deloitte,2022.23.Karthik Ramachandran et al.,“TMT divestitures make a comeback:2023 deal values in tech,media,and telecom may bounce back strongly,”Deloitte,November 30,2022.24.Deloitt

107、e,“Process mining for organisational agility:What is process mining and why do we need it?,”accessed November 15,2022.25.Peter Krass,“The U.S.CHIPS Act:Whats in it for you?,”Tech Provider Zone,August 2,2022.26.Bryce Baschuk,Debby Wu,and Peter Elstrom,“Apples tech supply chain shows difficulty of dum

108、ping China,”Economic Times,September 30,2022.The 2023 technology industry outlook is an independent publication and has not been authorized,sponsored,or otherwise approved by Apple Inc.27.SAP News,“The take:Tech companies&manufacturing in China,”September 7,2022.28.Baschuk et al.,“Apples tech supply

109、 chain.”29.Peter Bendor-Samuel,“Ukraine-Russia war impact on engineering and IT services availability,”Forbes,February 25,2022;Dun&Bradstreet,Impact of the Russia-Ukraine crisis on the technology sector,2022;Stephen Shankland,“Intel CEO:Taiwans place in tech industry Is precarious,”CNET,October 24,2

110、022.30.Brandon Kulik et al.,2023 semiconductor industry outlook,Deloitte,2023.31.Sarah Kessler,“What Is friendshoring?,”New York Times,November 18,2022.2023 technology industry outlookEndnotes(contd)112023 technology industry outlook32.Jim Probasco,“CHIPS and Science Act of 2022,”Investopedia,August

111、 29,2022.33.Kinling Lo,“US Chips Act bars American companies in China from building advanced tech factories for 10 years,”South China Morning Post,September 7,2022.34.Deloitte,“The Future of Health:Innovation is blurring traditional health care boundaries,”accessed November 16,2022;The Economist,“Ho

112、w health care is turning into a consumer product:A new tech boom is changing the business of medicine,”January 25,2022.35.Grand View Research,“Digital health market to hit$1.5 trillion by 2030,”press release,October 14,2022;Grand View Research,Digital health market size,share&trends analysis report

113、by technology(healthcare analytics,mHealth,tele-healthcare,digital health systems),by component(software,hardware,services),by region,and segment forecasts,20232030,accessed December 14,2022.36.“The Big Five”is shorthand for the largest US tech companies,namely Google,Apple,Facebook,Amazon,and Micro

114、soft.See:PC Magazine,“Big Five,”accessed December 8,2022.37.Alphabet represents the vast majority of the$3 billion health care investment in 2021.See:The Economist,“Alphabet is spending billions to become a force in health care,”June 20,2022.In 2022,Amazon announced plans to acquire a concierge prim

115、ary care provider in a deal worth$3.9 billion.See:Heather Landi,“Amazon scoops up primary care company One Medical in deal valued at$3.9B,”Fierce Healthcare,July 21,2022.38.Heather Landi,“Global digital health funding skyrockets to$57.2B with record cash for mental health,telehealth,”Fierce Healthca

116、re,January 21,2022.39.US Department of Health&Human Services,“New HHS study shows 63-fold increase in medicare telehealth utilization during the pandemic,”press release,December 3,2021.40.Jana Arbanas et al.,Mastering the digital life:Connectivity and mobile trends,3rd edition,Deloitte Insights,Augu

117、st 2,2022.41.Ingrid Lunden,“After mothballing Amazon Care,Amazon reenters tele-health with Amazon Clinic,a marketplace for third-party virtual consultants,”TechCrunch,November 15,2022.42.Glenn Snyder,“Left to our own devices:Can wearables keep us healthy?,”Deloitte,November 10,2022;Dan Seifert,“Smar

118、twatches,not phones,are where the action is at this year,”The Verge,October 13,2022;Jeff Loucks et al.,“Wearable technology in health care:Getting better all the time,”Deloitte Insights,Deember 1,2021.43.Arbanas et al.,Mastering the new digital life:Connectivity and mobile trends,3rd edition.44.Ibid

119、.45.Ibid;Rajiv Leventhal,“New Apple feature will enable health data sharing,”Healthcare Innovation,June 8,2021.46.The global health care cloud market is projected to reach$52 billion by 2026.See:Research and Markets,“Global healthcare cloud market report 2021:Market is expected to reach$52.30 billio

120、n by 2026 up from$11.59 billion in 2020,growing at a CAGR of 28.5%,”press release,October 28,2021;Laura Dyrda,“The healthcare cloud race heats up,”Beckers Health IT,June 2,2022.47.Dyrda,“The healthcare cloud race”;Rebecca Pifer,“Google Cloud to launch healthcare data capabilities in bid to improve h

121、ealth equity,patient management,”Healthcare Dive,November 14,2022;Heather Landi,“Northwell Health inks deal with Google for cloud,AI technologies,”Fierce Healthcare,July 14,2022.48.Lynne Sterrett et al.,Preparing for the next generation of electronic health records,Deloitte,October 19,2022.49.Vivek

122、Shah,“The tech companies that want to build cars,”CarExpert,January 15,2022;Navneet Alang,“Big tech companies are coming to take over your car,and youll probably be glad,”Toronto Star,January 8,2022.50.Thibault Chollet et al.,“Leveraging IoT in a smarter real estate industry,”Deloitte,October 15,202

123、0.51.Stephen Laaper et al.,Implementing the smart factory:New perspectives for driving value,Deloitte Insights,March 30,2020.52.Allan V.Cook et al.,Augmented shopping:The quiet revolution,Deloitte Insights,January 10,2020.53.Global Reporting Initiative(GRI),“GRI 207:Tax,”September 2019.54.Deloitte,“

124、Global minimum tax(Pillar Two):Frequently asked questions,”August 2021.55.Deloitte,“US congress passes 15%corporate alternative minimum tax,”August 15,2022.56.US Department of Energy Office of Policy,“The Inflation Reduction Act drives significant emissions reductions and positions America to reach

125、our climate goals,”August 2022.57.Lisa Stiffler,“Inflation Reduction Act could boost climate efforts at Amazon,Microsoft and increase their taxes,”GeekWire,August 16,2022.58.US Securities and Exchange Commission(SEC),“SEC proposes rules to enhance and standardize climate-related disclosures for inve

126、stors,”press release,March 21,2022.59.SEC,“Fact Sheet:Enhancement and standardization of climate-related disclosures,”accessed December 7,2022.60.Deloitte,“The EU Digital Markets Act is here!,”July 2022.61.Callum Borchers,“Work from anywhere!(well,not really),”Wall Street Journal,November 10,2022.Th

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