GIS and Geospatial 2023 - A Year of Transition
The year 2023 saw both advancements and challenges in the geospatial industry. While the technology sector made headlines with its innovations, the geospatial field seemed to end the year on a quieter note. As the current form of GIS reaches a plateau, new platforms and trends are starting to emerge. Will any of them have a breakthrough moment in 2024?
Here is the first installment in a series of thoughts on the GIS/Geospatial Market.
Geographic Information Systems (GIS)
ESRI, the prominent GIS player, continues to market and sell architecture from the 1990s. Looking ahead to 2024, ESRI's primary focus appears to be on several key areas:
ESRI will present a vision of trends like AI which gained prominence in 2023. However, with the CEO of ESRI nearing 80 years old, they may face challenges in keeping up with evolving technology and a changing workforce. In 2024, ESRI will insist on staff relocation to Redlands or local offices, as remote work encounters significant cultural resistance. In summary, while groundbreaking developments may not be expected, there remains a possibility that ESRI will address long-standing bugs. The bigger question and highest risk factor for ESRI users in 2024 is "What happens to ESRI after Jack?"
ESRI Business Partners - In 2024, companies that placed their long-term success on the ESRI platform will face increasing frustration. With ESRI's growing competition in both services and products, more partners are likely to seek alternatives and reduce their reliance on an aging platform. ESRI's favoritism towards certain partners may contribute to their downfall, as more opportunities arise to form partnerships with companies with transparent processes and policies. Additionally, larger firms in the AEC, utility, and government markets will consider acquiring ESRI Partners during this period.
Hexagon - With deep roots in facility management, asset management, and remote sensing, Hexagon continues developing solutions that combine hardware (sensors, cameras, surveying, etc.) with geospatial technology. These solutions will evolve alongside new technological advancements in physical devices and AI.
Trimble - Trimble’s focus is similar to Hexagon, but currently Trimble straddles the line between partner and competitor to Esri. In 2024, they may break free from the legacy GIS leader and introduce something innovative and fresh.
Mapbox - For geospatial developers, Mapbox remains the top choice for basemaps and rapid map visualization. Their emphasis on Location Intelligence will dominate an already saturated market, and they will surely deeply embrace the AI trend. Their latest slogan, "AI-powered location technology for automakers, mobile app developers, and logistics services," encapsulates their direction. Expect continued buzzwords and trend-setting taglines that ignite excitement in the tech world.
CARTO - Despite being a distant player in the GIS field, CARTO seeks validation by emulating its arch-rival's tactics. With less than 1% market share in GIS, they continue to venture into the Location Intelligence market, which is saturated with vendors. Without a clear vision, CARTO will continue to hover on the periphery of GIS while jumping on the latest bandwagons like LI, data science, and AI. More of the same can be expected as they become a potential acquisition target.
IQGeo - Emerging from the remnants of Smallworld, IQGeo offers a utility-focused solution that caters to the needs of utilities seeking a network and asset management solution. As ESRI solutions struggle to keep up in speed, quality, and mobile offerings, IQGeo's prominence is set to rise. Stay tuned for more exciting developments from IQGeo.
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The geospatial industry will continue to see the rise of regional players, particularly in Asia.
Open Source Geospatial
The real winner in this landscape of limited innovation, and continued isolation is Open Source. QGIS, in particular, continues to gain popularity and has even secured its first foundational sponsor from Felt. As geospatial analysts seek to expand their toolkits, they are increasingly turning to FOSS4G meetings to connect in person. Concurrently, open-source databases like PostgreSQL/PostGIS are gaining traction for data manipulation, as more GIS users depart from the traditional map-centric paradigm in GIS products for modeling, managing, and sharing geospatial data.
Earth Observation
The Earth Observation sector has undergone significant consolidation and restructuring as it seeks to explore markets beyond defense. We are now witnessing the repercussions of the early split between raster and vector technologies in the geospatial industry. Moving forward to 2024, there will be a greater emphasis on merging tools and solutions that leverage both data types, presenting an exciting opportunity for geospatial professionals, especially with the increased integration of AI.
What to expect in 2024
Will technology giants like Microsoft venture into the GIS market? Could they potentially acquire ESRI? And what about tech powerhouses such as Uber, Amazon, and Apple? Will they intensify their mapping efforts and delve deeper into the geospatial analytics arena?
Or will innovative newcomers bring a fresh perspective to the world of GIS? What does the future hold for forward-thinking database companies aiming to integrate geospatial data seamlessly into data analysis? Will real-time modeling of features across time and space be possible in GIS? Can GIS be done in a database with mapping as a visualization and collaboration tool?
Innovation is driven by markets and cross-cutting applications. So, which markets and uses will be the catalysts for transformative change?
Stay tuned for upcoming posts that will explore these questions, emerging technologies, and noteworthy trends. Thank you for reading, and remember to connect or follow for updates!
PS - Join Geospatial Innovations - a LinkedIn Group that hosts lively discussions on these topics and more!
Building geoAI and environmental digital twins
11moInteresting read, thanks. My take is that data science and LLMs are actually more likely successors to the crown than any of the potential competitors mentioned. Transformer models in particular are rapidly eating up and merging entire technology sectors. So at a technology level: remote sensing x perspective imaging x natural language queries x databases x simulation modeling. ESRI’s biggest weakness is their biggest strength- the size and depth of their toolkit. As anyone who’s ever tried to learn or teach that will attest… it’s gargantuan. Language models are starting to sort through complex user needs, figure out appropriate data and tooling and assemble workflows no one would want to construct by hand. Yet geospatial remains specialized enough that it’s no forgone conclusion that big tech will win here. My little company has been able to produce specialized LLMs which are more accurate and vastly faster on geospatial analysis generation than much larger Google or Microsoft/OpenAI models. And there are many more specialized startups out there. Game’s still ESRI’s to loose, but my bet would be on deconsolidation in 2024 with best in class topical solution vendors emerging and gradually consolidating.
CaaS / Earth Monitoring (EM) and Geomatics / New Business Program Development
11mo🙂 .. real constipation comes from the engagement perspective .. static vs NRT and ongoing acquisitions. Lots of software and portal pieces ... nothing cohesive and brilliant ... In the core realm off-earth - #EO remains in a coma at best ... Observations, isolated "Mapped" data .. is immediately obsolete. How folks put up with non-current (<30) days base layers in support of civil works, infrastructure, mining, natural resources ... anything but cemetery plots ... I just do not get. It is a constant source of friction and end-user confusion. Ask the digital twin folks how often they are updating and adding changed data to the "twin" in the ever-changing structural and natural world. Is there a market for yesterday? In the space sector - Global Revisit constellations are either fleets of birds from China (some super options), the venerable Sentinel-2, the almost usable Planet (radiometric challenges), or the gold standard (sensor calibration) but totally out of step on revisit and resolution #landsat. Satellogic will charge hard to satisfy the VC magic bullet at 200 birds for ~75cm global collect ...the #PLANETKILLER ... but is behind schedule ... well schedules are dynamic too ... #2024FUN
Accounting Student || Analytics, Data, Environmental, GIS/GeoSpatial
11moGreat article! I wasn't aware that Jack is leaving. It appears that ESRI is "opening up" its products to the broader corporate market and becoming less technical. The individuals who may be left behind are perhaps the GIS graduates who are still only familiar with the early stages of GIS.
CEO Bintel Inc
11moLooking forward to the next installment. With limited time to keep up on this market, your insights are must reads. While I concur with the ESRI observations, one can never discount the staying power of legacy vendors. We're (Bintel Inc) working the same value proposition as Felt with a focus on small teams in resource, wildfire and infrastructure so generally complementary, not competitive. Tom
Innovator, enabling spatial solutions
11moReads like a beat up of Esri again which will have the usual suspects heaping praise. I am sorry Linda but I didn't read anything to indicate this seismic shift. Perhaps the next instalment will have more insight.