Solutions / Research & Intelligence / Technology Intelligence
Technology Intelligence
Technology choices commit capital for years. The question is rarely what works today, but what the cost and performance of each option looks like when you are mid-way through the investment.
Cost curves with driversNot just where cost is going, but what is pushing it, so forecasts can be rerun when a driver changes.
Supply concentration mappedWho makes what, where the single points of failure are, and what the substitutes actually are.
Standards decisions trackedWhich bodies decide what, who is aligned behind which option, and when it becomes binding.
In simple terms
You tell us which technologies your business depends on. We track where their cost and capability are heading so your architecture decisions are made against the future, not the present.
What Technology Intelligence is. Technology intelligence tracks capability, cost trajectory, supply chain and standards across the technologies your products and operations depend on, so architecture decisions are made against where the curve is going.
What makes this different from a market report. A report is a photograph of a market on the day it was written, and it is written for every company in the industry at once. This work starts from your position and keeps running, so you hear about a change while you can still do something about it.
What the service covers
These are the areas we work across, such as the ones below. We combine them in the proportion your question needs, and we tell you which ones your question does not need.
Capability and cost trajectory
Performance and cost curves with the drivers behind them, so forecasts can be re-run when a driver changes.
Supply chain mapping
Who makes what, where concentration and single points of failure sit, and what the substitution options are.
Standards tracking
Which bodies are deciding what, who is aligned behind which option, and the timing of binding decisions.
Vendor assessment
Technical credibility, manufacturing capacity and financial durability, assessed independently of the vendor's own materials.
Questions this answers
If something like this is on your agenda, the engagement is already half scoped.
- Which of these architectures will still be the right choice in four years?
- How fast is this cost curve actually falling, and what drives it?
- Where is supply concentrated enough to be a real risk to us?
- Which standard is going to win, and what does backing the wrong one cost?
- Is this vendor's roadmap credible given what they can actually manufacture?
How you can use this
A few of the situations where this service does real work.
Choosing an architecture
You are committing to a technical direction for several years.
Supply risk in a key component
A concentration you had not noticed is now a board question.
Assessing a vendor roadmap
A supplier is promising capability you cannot verify.
Backing a standard
Two standards are competing and you have to pick.
What changes for your business
The practical difference between running on this and running on what you have now, such as the following.
You decide earlier
Acting on a shift before competitors see it in published data is usually the difference between setting terms and accepting them.
You spend where the growth is
Capital, headcount and budget go to the segments with real headroom rather than the ones that grew last time.
You reduce the cost of being wrong
Market and product bets get tested against evidence before the money is committed, not after.
Your internal debates get shorter
When everyone works from one sourced set of numbers, meetings move from arguing about the market to deciding what to do.
Your board papers hold up
Independent analysis with traceable sources survives the question internal estimates usually do not: where did this number come from?
Your team stops rebuilding the same analysis
The model and evidence base are yours to reuse, so the next question starts from something rather than nothing.
Who this is for
Roles that commission this work most often include those below. Each asks a different question and gets a different cut of the same evidence.
Strategy and corporate development
Should we commit to this market, and what does being wrong cost?
Sized opportunity by segment, likely competitive response, and the conditions that would make you walk away.
Product and engineering leadership
Will this direction still be right when we launch?
Demand direction by segment, cost and capability trajectory, and the choices that are hard to reverse.
Sales and commercial leadership
Where should my team be spending its time?
Demand by territory and segment, realistic price bands, and where addressable market is growing fastest.
Investors and boards
Does the market evidence support this plan?
Independent validation or challenge of the growth case, plus early warning when a market starts to move.
In-house research and insight teams
We need depth in an area we do not cover.
Specialist capacity that works to your standards and hands over the model and sources, not a closed report.
Typical clients
How we work
The third step is the one that makes the output usable, and it is the one most work of this kind skips.
Understand the decision
We start with the choice you are making, not the topic you named. Sizing a market and approving an investment need different work.
Gather and test the evidence
Industry data, filings, trade flows, regulation and interviews with people who operate in the market. Every figure is checked against a second independent source.
Read it for your position
The same market change can help one part of a value chain and hurt another. We establish where you sit first, then interpret everything through that.
Give you the decision
A recommendation, how confident we are, and what would change our view. Then the full data, so your team can audit or rerun any part of it.
What you receive
Decision memosix to ten pages, written for the executive who signs
Full analytical report with sizingsegmentation and structure
Model workbook in Excelunlocked, assumptions traceable to source
Evidence appendix with source register and interview log
Access to Phi, our AI research platformincluded
Every engagement comes with access to Phi. Ask questions of your own findings in plain language, pull the evidence behind any number, and keep querying long after the work is delivered. Your team gets the working intelligence, not just the document.
Open PhiWays to start
Tell us the decision and the date it has to be made by. We will recommend the smallest engagement that gets you there.
Signal briefing
A focused read on one question, structured to commission without a procurement cycle.
Intelligence study
Full analysis of one market, technology or competitive set.
Intelligence programme
Continuous coverage, quarterly refresh and standing analyst access.
Common questions
How far out are your forecasts useful?
Three to five years for cost and capability curves in most sectors. Beyond that we give scenarios and the indicators that tell you which one is unfolding.
Do you assess specific vendors?
Yes, independently and without vendor relationships that would compromise the assessment.
Who owns the work?
You do. It is exclusive to you, it is not resold, and working files are handed over unlocked.
Will you sign an NDA?
Yes, before the first conversation if you prefer.
Tell us the decision you are facing
Send us the question, the context and your timeline. You get back a recommended first step, what evidence it needs, and what it costs. Not a capability deck.