IOT market structure perspective

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IOT market structure perspective olivier ezratty innovation strategies consulting [email protected], http://www.oezratty.net, @olivez Telecom Paristech, Paris, November 25th, 2016

Transcript of IOT market structure perspective

Page 1: 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

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Cisco estimate, end of 2015

$74B WW GDP in 2016

IOT

le reste

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all verticals are IOT markets

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consumer

professional

b2c > b2b startups, why ?

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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

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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

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product

platform

range

IOT platforms at stake

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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

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IOT big data platforms?

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IOT orchestration platforms?

données processus

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IOT cybersecurity opportunity

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European IOT startups needs

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USA

+Can

ada

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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…

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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

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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