IoTHINGS – May 16th 2017

Hardware Components

Connectivity

IoT Platforms

Business, Regulatory and Organisational Changes

Source: Beecham Research, “Cellular Modules & Wireless Terminals MarketReport and Forecasts”, Published 2015, Forthcoming 2016

• Key sectors are: transport (fleet management, connected vehicles), utility (smart metering and smart grid), and consumer electronics (connected devices)

Source: Beecham Research, “IoT GatewaysReport and Forecasts”, Published 2016

IoT Gateway includes a high-level of on-board processing power

SBC market share by installed base is largely dominated by Raspberry Pi (almost 70%). The Raspberry PI competitive landscape is extremely fragmented. However, Raspberry PI competitors will gain market shares from Raspberry PI. Players such as BeagleBoard and Odroid but also the role of Intel could be more significant in the future.

The microcontroller market is largely dominated by Arduino (71.4%). There are many other manufacturers, but the most relevant ones are: TI Launchpad, Picaxe, Wiring, Netduino, TinyDuino, DigiSpark, Parallax Propeller. The current balance Arduino/Others (71/29) will change in 2020 towards a 63/37 ratio.

Source: Beecham Research, Ad-hoc Research 2016

334.3 million Cellular M2M Connections in 2015

Source: Beecham Research, 2017

Source: Beecham Research, “Global IoT Connectivity Market”, Published 2016

• The component of 2G is declining

due to “sun setting” and LPWAN.• 4G is at the core of big

data IoTapplications waiting for 5G (VR/AR).• Different geographies

show different speeds of adoption.• eUICC and provisioning

management can drive the growth.

Source: Beecham Research, “LPWAN for IoT Applications – Market ReportAnd Forecasts”, Published 2015

1. Cellular 2G/3G/4G . . . 5G

2. WiFi

3. Bluetooth, ZigBee

4. Fixed Broadband

5. Wireless Broadband

6. Satellite

7. LPWA

8. . . . many others

Connections - 2020

Cellular – 65%

LPWA – 25%

Fixed – 9%

Satellite – 1%

Note: Beecham Research is working on the entire set of connectivity. Those shares will decrease with other connectivity.Source: Beecham Research Provisional

Source: Beecham Research, “LPWAN for IoT Applications – Market ReportAnd Forecasts”, Published 2015

• Low power and low data rate applications and networks• Smart parking, smart farming, alarms• Reaching almost 30% of all long-range connections by 2021

NB-IoT, LTE-M, EC-2G

Source: Beecham Research, “An Introduction to LPWA Public Service Category”, Published 2016

LSP1

LSE

LSP2 LSP3

Things 1 Things 2 Things 3

Public LPWA Service Provider (LSP)

LPWA Services Enabler (LSE)

Provider offering LPWA-based connectivity services directly to users

Cloud-based services provider, where LSP services are themselves enabled through a Cloud-based service

• An IoT Platform is an intelligent layer that connect the things to the network and abstract applications from the things in order to enable the development of services.

• We want all this because we want to achieve at least three main objectives:

• flexibility (being able to deploy things in different contexts),

• usability (being able to make the user experience easy),

• and productivity (enabling service creation in order to improve efficiency, but also enabling new service development)

IoTFuture

M2MFuture

Definitions

M2MNow

B2B2B:• Enterprise driven• IT integration• Some cross-sector

data combined• Data intelligence• Strategy

development• New business

models

B2B2C:• Enterprise driven (B2B)• May be Govt./City in second “B”• Consumer Lifestyle services

(B2C)• Combining cross-sector mass

data• Real time data stream analysis –

e.g. video• New business models• New market players

“DigitalThings”

“M2M”DATA

From Applications to Spaces

DATA DATA

IoT Applications

INTERACTION

UNDERSTANDING

CONTROL

INSIGHT

& more

New Entrants

Acquisitions

2016

2016

2019

2019

DiscoveryDeep

AssessmentRFP

Exploring the IoTplatform landscape and short-list platforms that match requirements through tools such as mapping analysis and features assessment.

Technical and business assessment of the short-list through tools such as hands-on evaluation.

Writing specific and robust RFPs for final selection.

Discovery

Deep Assessment

User Account Creation

Device Connection to Platform

Data Exchange Device Platform

Rules Creation

Data Visualisation

Device Data Reading

Settings Changing

Reporting and Analytics

IndicatorsTime

Usability

Documentation Quality

Support

Tasks

Community

Data Collection and Storage

Data Orchestration

Basic Analytics, Reporting, Visualizations

Predictive Analytics

Advanced Analytics (Simulations, Prescriptive Analytics, ML, AI)

Related Issues: Edge Analytics,Connectivity Analytics

• Organisational Change

• Regulation and Policy Contexts

• Standardisation and Interoperability

• Promoting the development and use of standards for the IoT(Interoperability)

• Encouraging private sector innovation• Encouraging partnerships (public, private and academic)• Transforming governments and public sector delivery• Evaluating spectrum allocation for IoT needs• Defining IoT security frameworks• Encouraging open data frameworks• Stimulating the deployment of IPv6• Promoting entrepreneurship in the IoT• Promoting skills to respond to the changes in the labour market• Evaluating ethical concerns raised by the IoT vision• GDPR - RED

Indirect Channels

System Integrator

Developer Community

Distributor

Device Vendor

MNO/Telcos

Solution Provider

• Solution providers and system integrators appear to be the most common go-to-market partnerships.

• Large developer community is highly desirable.

• The common approach is a mix of all of those – an ecosystem approach. Desirable, but difficult to manage.

Technological Diversity

Multidisciplinarity

Evolving Regulatory and

Business Contexts

New SkillsNew Mangerial Roles(The Chief IoT Officer)New Organisational Structures

www.beechamresearch.comsromeo@beechamresearch.com

@Saverio_Romeo