Splinternet - Thematic Research

Splinternet - Thematic Research

Summary

The traditional internet is increasingly under threat from the ‘splinternet’, the term used to describe the fragmentation of the internet into competing technospheres. Increasingly, nation-states are imposing restrictions, increasing the pressure on the internet governance system established decades ago. On the one hand, liberal democracies are divided over safeguarding the global, open internet, prioritizing digital sovereignty. But on the other, the centralized model followed by autocratic regimes challenges the open internet by reshaping global norms and standards. Also, following the start of the Russo-Ukrainian conflict in February 2022, Russia erected digital barricades, widening the gulf between competing digital spheres.

Key Highlights

  • This gulf mirrors the distrust and dysfunction in international relations, from the risk of cyberattacks to increasing competition between the US and China, with the associated technology decoupling. Competing visions risk hindering the development of international governance across various digital segments, from cyberspace to internet infrastructure, to emerging technologies. This leaves severe regulatory gaps and increases security threats, as mechanisms to ensure data security, tackle cybercrime, and develop common ethical standards remain largely inadequate.
  • The costs of internet fragmentation are both economic and social. Digital fences across jurisdictions risk creating barriers for companies with global operations. Divergent regulation and compliance requirements create entry barriers for businesses. The divide between techno-ideological blocks adds to economic uncertainty and increases the threat to cybersecurity and supply chains. Most countries moving towards a restrictive internet model are emerging economies. However, digital authoritarianism does not only affect autocracies. Liberal democracies are also sources of technologies enabling digital surveillance and repression.
  • Scope
    • This report provides an overview of the splinternet theme.
    • It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.
    • It includes analysis of multiple data sets, including patents and social media trends, alongside a timeline highlighting milestones in the development of the splinternet.
    • The detailed value chain identifies four competing ideological models and looks at their impact on the internet infrastructure and regulation worldwide. The four models are the open model, normative model, authoritarian model, and hybrid model.
    Reasons to Buy
    • Increasingly states are drawing national boundaries around the internet, spurred by competition to assert their authority. The costs of this resulting fragmentation are both economic and social. Digital fences across jurisdictions risk creating barriers for companies with global operations. Divergent regulation and compliance requirements create entry barriers for businesses. The divide between techno-ideological blocks adds to economic uncertainty and increases the threat to cybersecurity and supply chains.
    • This report provides an invaluable overview of the splinternet and its potential impacts.


    • Executive Summary
    • Players
      • Table Figure 1: Which companies will be impacted by regulation?
      • Data privacy
      • Antitrust
      • Misinformation
      • Taxation
      • Copyright
      • Fintech
    • Thematic Briefing
      • What is the splinternet, and why does it matter?
        • Table Figure 2: The technospheres support different visions of the internet
      • The quest for technology dominance
        • The New IP and 5G
          • Table Figure 3: China leads the way in the total count of 5G patent publications over the last three years
        • Internet of Things
        • Artificial intelligence
          • Table Figure 4: State surveillance in China is greater than in any other country
        • Encryption and quantum computing
          • Table Figure 5: The US leads in quantum computing patents
      • The geopolitics of internet infrastructure
        • A fragmented chip supply chain
          • Table Figure 6: TSMC, Samsung, and Intel each have plans to push toward 3nm
        • The battle for control of undersea cable networks
          • Table Figure 7: A network of undersea cables underpins the global internet
    • Trends
      • Technology trends
        • Table Technology trends
      • Macroeconomic trends
        • Table Macroeconomic trends
      • Regulatory trends
        • Table Regulatory trends
    • Data Analysis
      • The costs of the splinternet
        • Table Figure 8: Continuing assaults on internet freedom
        • Table Figure 9: Internet shutdowns between June 2020 and November 2021
      • Patent trends
        • Table Figure 10: China drives growth in patent applications
      • Social media trends
        • Table Figure 11: Social media discussion on the splinternet is growing
      • Timeline
        • Table Figure 12: The splinternet story
    • Value Chain
      • Table Figure 13: The splinternet value chain
      • Open model
        • Table Figure 14: The open model
      • Normative model
        • Table Figure 15: The normative model
      • Authoritarian model
        • Table Figure 16: The authoritarian model
      • Hybrid model
        • Table Figure 17: The hybrid model
    • Companies
      • Table Companies
    • Sector Scorecards
      • Semiconductor sector scorecard
        • Who’s who
          • Table Figure 18: Who does what in the semiconductor space?
        • Thematic screen
          • Table Figure 19: Thematic screen - Semiconductor sector scorecard
        • Valuation screen
          • Table Figure 20: Valuation screen - Semiconductor sector scorecard
        • Risk screen
          • Table Figure 21: Risk screen - Semiconductor sector scorecard
      • Social media sector scorecard
        • Who’s who
          • Table Figure 22: Who does what in the social media space?
        • Thematic screen
          • Table Figure 23: Thematic screen - Social media sector scorecard
        • Valuation screen
          • Table Figure 24: Valuation screen - Social media sector scorecard
        • Risk screen
          • Table Figure 25: Risk screen - Social media sector scorecard
      • Telecom infrastructure sector scorecard
        • Who’s who
          • Table Figure 26: Who does what in the telecom infrastructure space?
        • Thematic screen
          • Table Figure 27: Thematic screen - Telecom infrastructure sector scorecard
        • Valuation screen
          • Table Figure 28: Valuation screen - Telecom infrastructure sector scorecard
        • Risk screen
          • Table Figure 29: Risk screen - Telecom infrastructure sector scorecard
    • Glossary
      • Table Glossary
    • Further Reading
      • GlobalData reports
        • Table GlobalData reports
    • Our thematic research methodology
      • Table Figure 30: Our five-step approach for generating a sector scorecard
    • About GlobalData
    • Contact Us

    Download our eBook: How to Succeed Using Market Research

    Learn how to effectively navigate the market research process to help guide your organization on the journey to success.

    Download eBook
    Cookie Settings