IOT IN ASIA PACIFIC 6 DECEMBER 2017

Transcription

1 IOT IN ASIA PACIFIC 6 DECEMBER 2017

2 INTRO TO CRA

3 INSIGHTS + CONNECTIONS + DATA 2017 IOT SURVEY COMPLETED NOVEMBER 2017

4 INSIGHTS + CONNECTIONS + DATA SAMPLE OF SURVEY DATA CAPTURED INDUSTRY OVERVIEW COMPETITIVE ANALYSIS CUSTOMER INSIGHTS IOT ALIGNMENT WITH BUSINESS OBJECTIVES INDUSTRY DRIVERS AND INHIBITORS MARKET UNDERSTANDING OF EMERGING TECH LPWAN (NB-IOT, LORA, SIGFOX) ANALYIS TOP VENDORS BY TECH (E.G. PLATFORMS) PREFERRED VENDOR PARTNERS FOR EXISTING AND PLANNED IOT INITIATIVES TECH VENDOR IOT BRAND AWARENESS IOT SOLUTIONS DEPLOYED BY VERTICAL TECH BUYER VIEWS OF VENDOR PROS/CONS IOT BUDGETS (E.G. CAPEX V OPEX) INTERNAL STAKEHOLDER ENGAGEMENT

5 IOT GOES MAINSTREAM HOW FAMILIAR ARE YOU WITH THESE TECHNOLOGY TRENDS? PREDICTIVE ANALYTICS 11% 59% 28% ARTIFICIAL INTELLIGENCE 6% 51% 42% MACHINE LEARNING 10% 58% 31% BUZZWORD? DEEP LEARNING 17% 39% 32% 12% AUGMENTED REALITY 6% 22% 45% 28% VIRTUAL REALITY 3% 24% 40% 33% BLOCKCHAIN 7% 26% 37% 30% BUZZWORD? DIGITAL TWINS 47% 33% 14% 6% NOT FAMILIAR HEARD OF IT, NOT SURE WHAT IT IS BASIC UNDERSTANDING UNDERSTAND THE CAPABILITIES AND LIMITATIONS SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, NOV 2017, N=1,115

6 NETWORK UNDERSTANDING HOW FAMILIAR ARE YOU WITH THESE NETWORKS? MULTEFIRE 25% 50% 19% 7% 5G 3% 24% 61% 12% RPMA 22% 47% 23% 8% WEIGHTLESS P 40% 38% 16% 6% SIGFOX 12% 26% 39% 24% LPWANS ARE DOING WELL LORA 10% 24% 45% 21% NB-IOT 9% 26% 45% 21% 4G/LTE 1% 3% 30% 67% NOT FAMILIAR HEARD OF IT, NOT SURE WHAT IT IS BASIC UNDERSTANDING UNDERSTAND THE CAPABILITIES AND LIMITATIONS SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, NOV 2017, N=1,115

7 IOT HAS MANY BENEFITS MARKETING WORKFORCE OPTIMISATION ENHANCED INTERNAL PROCESS MONITORNING IMPROVED DECISION MAKING THRU DATA COST SAVINGS - REDUCE OPERATING COSTS HOW? BENEFITS OF IOT SOLUTION DEPLOYMENTS PRODUCT/SERVICE INNOVATION COMPETITIVE ADVANTAGE ENHANCED CUSTOMER EXPERIENCE NEW REVENUE STREAMS COST SAVINGS - PROCESS AUTOMATION COST SAVINGS - REDUCED HEADCOUNT 62% 55% 51% 60% 49% 48% 49% 43% 37% 24% SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, NOV 2017, N=1,115 0% 25% 50% STRATEGIC OPERATIONAL FINANCIAL

8 BUT CHALLENGES REMAIN PROJECT RISK HOW TO MITIGATE? POSITIVE WHAT ARE YOUR TOP IOT IMPLEMENTATION CHALLENGES? VENDOR INTEGRATION LACK OF USE CASES LACK OF GLOBAL STANDARDS IMMATURE VENDOR LANDSCAPE CYBERSECURITY/PRIVACY REGULATORY REQUIREMENTS UP FRONT COSTS (CAPEX) DEFINING BUSINESS REQS SKILLS SHORTAGE LACK OF USER ADOPTION ONGOING COSTS (OPEX) LACK OF SR MGMT SUPPORT 54% 35% ECOSYSTEM 26% 12% 54% SECURITY 42% 51% 40% 35% INTERNAL 31% 27% 14% SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, NOV 2017, N=1,115

9 COLLABORATION IS ON THE RISE IOT STAKEHOLDER INVOLVEMENT IT 95% SENIOR MGMT 78% OPERATIONS FINANCE 37% 42% STRATEGY MARKETING PRODUCT TEAM END USERS INTERNAL END USERS PARTNERS END USERS CUSTOMERS 19% 16% 10% 9% 7% 7% RISK ONLY 14% OF IOT INITIATIVES INVOLVE END USERS AS STAKEHOLDERS SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, NOV 2017, N=1,115

10 THE IOT ECOSYSTEM SECURITY SUPPORT INTEGRATION DATA PLATFORMS APPS NETWORKS THINGS STORAGE

11 IOT BRAND AWARENESS WHICH IOT VENDOR IS TOP OF MIND? 10.5% 7.4% 5.6% 4.5% 4.2% 1,115 RESPONSES 120 DIFFERENT ANSWERS 3.9% 3.3% 3.3% 3.0% 2.9% 2.5% SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, NOV 2017, N=1,115

12 WHICH PARTNER TO CHOOSE? WHO IS YOUR PRIMARY VENDOR PARTNER FOR IOT INITIATIVES? EXISTING IOT PROJECTS (N=388) ANALYTICS VENDORS 23% HARDWARE VENDORS 14% FIXED/MOB OPERATORS 12% DEVICES/ NETWORK MODULES EQUIPT 10% 10% SI S 10% OPER TECH 11% CLOUD PLAT FORM 7% 5% FUTURE IOT PROJECTS (N=727) 17% 21% 14% 2% 10% 13% 15% 6% 2% SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, N=1,115

13 PARTNER CRITERIA WHAT ARE THE REASONS YOU PREFER A VENDOR? TECHNICAL EXPERTISE 76% OPPORTUNITY BRAND REPUTATION 66% INDUSTRY SPECIFIC EXPERTISE 56% PEER RECOMMENDATION 44% END-TO-END PORTFOLIO 35% EXISTING RELATIONSHIP LOCAL KNOWLEDGE/LANGUAGE 23% 23% RISK GLOBAL COVERAGE PARTNER NETWORK 10% 14% SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, NOV 2017, N=725

14 IOT: STATE OF THE INDUSTRY IOT FINALLY MOVES BEYOND THE BUZZWORDS COMPANIES TAKE IOT SERIOUSLY ECOSYSTEM FRAGMENTATION SLOWS GROWTH THE TECHNOLOGY EXISTS, WE NEED SOLUTIONS

15 SO WHAT S NEXT?

16 PRC CHINA MOBILE LPWAN IN ASIA CHINA UNICOM CHINA TELECOM JPN KYOCERA SOFTBANK TATA COMMS PLATT NERA IN TH KR SK TELECOM KOREA TELECOM LG U+ NTT KDDI SOFTBANK AIS TEL. MALAYSIA MY TW UNABIZ AP TELECOM UNABIZ SINGTEL M1 STARHUB SG ANZ THINXTRA HK THINXTRA 3HK CHINA MOB HK CHUNGHWA MINET TSTAR FAR EAST TONE TELKOMSEL ID TELSTRA OPTUS SIGFOX LORA NB-IOT VODAFONE

17 LPWAN CHALLENGES WHAT CONCERNS DO YOU HAVE ABOUT LOW POWER WANS? RISK SECURITY 72% RISK LACK OF USE CASES HARDWARE COSTS (MODULES) 44% 43% MARKET FRAGMENTATION UNPROVEN TECHNOLOGY 34% 34% TOO MANY NETWORKS TO MANAGE LACK OF VENDOR SUPPORT DOES NOT MEET REQUIREMENTS 18% 21% 24% SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, NOV 2017, N=1,115

18 THE FUTURE FOR LPWANS WHICH OF THE FOLLOWING DO YOU USE/PLAN TO USE? NOT ENOUGH INFO TO DECIDE WILL NOT USE MAY USE PLAN TO USE USE TODAY SIGFOX 39% 7% 22% 24% 8% LORA 36% 6% 28% 24% 6% NB-IOT 36% 8% 25% 23% 9% SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, NOV 2017, N=1,115

19 IOT: EVERYONE IS DOING IT

20 SO WHERE ARE THE COOL SOLUTIONS?

21 IOT WATCH LIST

22 1 ELDERLY CARE IN ASIA 547M 1.3B 260M $20T IN ASIA IN ASIA IN ASIA COSTS THRU 2030 SOURCE: UNITED NATIONS, MARSH & MCLENNAN

23 1 THE ECOSYSTEM ECOSYSTEM SOLUTION

24 1 GAME CHANGER: ELDERLY CARE BEST PRACTICE FOR COLLABORATION WEARABLES- AS-A-SERVICE (WAAS) ELDERLY CARE IS JUST THE BEGINNING

25 2 LORA IN INDIA AN IOT-DEDICATED NETWORK COVERING ALL TIER 1 4 CITIES (400M PEOPLE) BY 2018

26 2 SUPPLY MEETS DEMAND INDIA MARKET DEMAND TOP 5 INDUSTRIES RETAIL/WHOLESALE AGRICULTURE REAL ESTATE BANKING/INSURANCE IT LOW LABOUR COSTS TECH INDUSTRY SUPPLY THE IOT ECOSYSTEM INDIA HAS 5 OF THE TOP 10 GLOBAL SI S

27 2 GAME CHANGER: LORA IN INDIA THE LOCAL OPPORTUNITY DEVELOPING MARKET FIRST APPROACH KICK-START SMART CITIES & IOT IN ASIA

28 3 THE NEXT BIG OPP: PROPTECH PROPERTY IS LARGEST GLOBAL INDUSTRY WORTH USD 217 TRILLION TECHNOLOGY LAGGARDS WITH LOW LABOUR PRODUCTIVITY MASSIVE RISE IN INDUSTRY & VC FUNDING FOR PROPTECH SINGAPORE HAS 300+ FINTECH STARTUPS, ONLY 30 IN

29 3 PROPTECH ROADMAP BLOCKCHAIN ARTIFICIAL INTELLIGENCE VIRTUAL REALITY DRONES AUGMENTED REALITY PREDICTIVE MAINT SMARTWATCHES SUPPLY CHAIN SURVELLIENCE SMART BUILDINGS PROVEN TECH EMERGING TECH

30 3 GAME CHANGER: PROPTECH PROBLEM SOLVING VS. REV GEN VC FIRMS NEED A FINTECH ALTERNATIVE INDUSTRY- INDUSTRY- BACKED BACKED FUNDS VC FUNDS

31 WHAT SETS THESE APART? SOLUTIONS NOT JUST TECHNOLOGY VC FIRMS SOLVENEED A FINTECH A ALTERNATIVE PROBLEM NEW INDUSTRY- ECOSYSTEM BACKED FUNDS COLLABORATION IT S ABOUT CREATIVITY

32 @CRASINGAPORE LINKEDIN.COM/IN/CHARLESREEDANDERSON

33 ABOUT CRA CHARLES REED ANDERSON is a globally-recognised IoT industry thought leader who has presented at over 150 industry events. He is renowned for his thought-provoking presentations that not only deliver insights based on the latest trends, but also provide guidance to both technical- and business-minded audiences on how to avoid the potential pitfalls of IoT solution deployment. Charles has over 25 years experience in Asia, Europe and the US advising technology vendors, enterprise customers and government organisations on how to leverage emerging technologies and solutions to drive business and digital transformation initiatives. Prior to starting his own firm, Charles led the Telecoms, Mobility and IoT practices for IDC Asia/Pacific and has worked for leading global operators including BT, Vodafone, and O2 (Telefonica). Charles sits on the advisory boards of IoT start-ups, industry associations and event organisations and was the Conference Chair for both the IoT Asia (March 2017) and Internet of Things World Asia (October 2017) events. In addition, Charles is active in Lean In s Singapore Chapter and is the co-founder it its #HeForShe Circle.

34 CRA TESTIMONIALS Unrivalled domain expertise, industry influence and insight. ANTHONY BARTOLO PRESIDENT, BUSINESS COLLABORATION, MOBILITY & IOT Charles is definitely the thought leader on IoT, Mobility and Digital Transformation in Asia Pacific. BERNARD LEONG HEAD OF POST OFFICE NETWORK & DIGITAL SERVICES Charles turned out to be a charismatic speaker, able to capture the imagination of our audience on what the future of our cities behold for us. MAARTEN SCHELLEKENS VICE PRESIDENT, GLOBALY MARKETING & BRANDING Charles is without a doubt the go to guy for IoT. His knowledge and understanding are second to none. VERDON KELLIHER DIRECTOR, STRATEGIC INNOVATION Especially impressive is Charles ability to crystallise large amounts of information into actionable insights. THOMAS JAKOB REGIONAL PRESIDENT, ASIA PACIFIC His understanding of the IoT market from sensors to platforms is unparalleled my go to guy for market perspectives on IoT. SAJ KUMAR VICE PRESIDENT, DIGITAL TRANSFORMATION & IOT Charles is without a doubt the best IoT keynote speaker in the market. SILVIA YU CEO NOTE: For full testimonials, please go to:

35 CRA CLIENT LIST SERVICE PROVIDERS HARDWARE/SOFTWARE GOVERNMENT ORGANISATIONS INDUSTRY EVENTS NOTE: This list includes public-facing market engagements only. Retainer and consulting customers are strictly confidential.