Where lies the future of IoT?

Transcription

1 Where lies future IoT?

2 Origen, hype and disillusion? IoT

3 Almost nobody doubts that opportunity in IoT will be huge Major applications Cities $930B $1.7T Outside $560B $850B Vehicles $210B $740B Worksites $160B $930B Human $170B $1.6T $3.9 trillion $11.1 trillion per year in 2025 Factories $1.2T $3.7T Home $170B $1.6T Retail $410B $1.2T Offices $70B $150B (1) McKinsey Global Institute: The internet things: Mapping value beyond hype June 2015 Health and fitness (monitor and manage illness); improve productivity / performance in workplace Energy management, safety and security, chore automation, usage-based design appliances Automated checkout, layout optimization, smart CRM, in-store personalized promotions, inventory shrinkage prevention Organizational redesign and worker monitoring, augmented reality for training, energy monitoring, building security Operations optimization, predictive maintenance, inventory optimization, health and safety Operations optimization, equipment maintenance, health and safety, IoT enabled R&D Condition-based maintenance, reduced insurance Public safety and health, traffic control, resource management Logistics routing, autonomous cars and trucks, navigation (1) McKinsey Global Institute: The internet things: Mapping value beyond hype June 2015

4 But most companies are asking us, Where is money in IoT? Source: Arthur D Little Smart Module Smart Objects Network Connectivity Service Enablement System Integration Service Provider Sensor Peripherals Actuator Controller Appliance Trucks Store Factories Connectivity New M2M Data Plans MVNO s Platforms Analytics Aggregation Apps Solution build-up OT/IT Interfaces Service Billing provisioning Consultancy Share Of Total Value 5-10% 5-10% 10-20% 30-40% 15-20% 10-20% High Volume, Low Margins, Premium revenue Mid-High Volume, Mid Margins, Premium revenue High Volume, Mid-High Margins, Data-volume revenue High Volume, High Margins, Recurring revenue Low Volume, Mid-High Margins, Project revenue Low-Mid Volume, Mid-High Margins, Recurring revenue $6 trillion will be spent on IoT solutions between 2015 and 2020 (compounded). Business investment will grow from $215 billion to $832 billion versus consumers at $72 billion in 2015 to $236 billion in Source: BI Intelligence, THE INTERNET OF THINGS 2015: Examining How The IoT Will Affect The World, November 2015

5 Is in Industrial IoT or Consumer IoT?

6 Consulting For most analysts money in IoT is in Industrial IoT

7 However, re are technological challenges

8 And ecosystem and alliances challenges

9 Industries collaboration is necessary to realise potential IoT Manufacturing Capture more data from devices and users to improve usability and engineering Delivering new capabilities and services Predictive maintenance to maximize device/equipment efficiency Healthcare Hospitals testing smart beds to connected electrocardiograms Connected patient badge Improve lives patients Insurance Enable new insurance plans Assign score to customer behaviour Eliminate fraud

10 Companies are moving from product-based ferings to service-based ferings by building platforms, expanding revenues and building stickiness Source: PwC

11 The future lies in The as Platform Source:

12 Thank you! Questions? CONTACT: FRANCISCO MAROTO CEO OIES