IOT market structure perspective
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Transcript of IOT market structure perspective
IOT market structure perspective
olivier ezratty innovation strategies consulting
[email protected], http://www.oezratty.net, @olivez Telecom Paristech, Paris, November 25th, 2016
Cisco estimate, end of 2015
$74B WW GDP in 2016
IOT
le reste
all verticals are IOT markets
consumer
professional
b2c > b2b startups, why ?
IOT require a broad scope of skills
cloud based software
content creation
big data
artificial intelligence
cybersecurity
legal and regulations
marketing
retail sales
electronic design
product design
manufacturing
embedded software
mobile software
an upcoming automated cars tsunami
insurance
real estate
"car as a service"
fewer cars on roads
platformization
smart city
work & leisure
digital personalization
time management renewables
product
platform
range
IOT platforms at stake
Weightless-N
/ nWave
LoRA /
Semtech Sigfox Ingenu Qowisio
objects
integration
supervision
network
chipsets nWave Semtech
patents
protocols open open proprietary proprietary
LPWAN M2M networks opportunity
IOT big data platforms?
IOT orchestration platforms?
données processus
IOT cybersecurity opportunity
European IOT startups needs
USA
+Can
ada
IOT solutions leverage points
european fragmentation key european players
electronic components low STMicroelectronics, Bosch, ARM
telecom equipment makers low Nokia, Ericsson, …
car equipment makers average Valeo, Bosch, Faurecia
cloud providers average OVH, 1&1, telcos
standards low ETSI, AIOTI, …
research high labs in every country, not a problem
open source software average many projects requiring consolidation
financing high H2020, Bpifrance, Index, Balderton…
IOT market leverage points
european fragmentation key european players
telecom companies high Orange, BT, DT, Vodafone, …
M2M networks average Sigfox, telcos
retailers high Carrefour, Costco, Karstadt
utilities high mostly local companies
medias high many many many
banks high many many many
insurance average Allianz, Axa, …
healthcare systems high NHS, CPAM, mutuals, …
language high 25 languages
so, what can be done ?
organize product value channels around clusters
influence sw, hw and telecom platforms and standards
encourage worldwide go to market approaches
priority on USA and Asia
scale back/out in Europe afterwards