IOT market structure perspective

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  • IOT market structure perspective

    olivier ezratty innovation strategies consulting

    olivier@oezratty.net, http://www.oezratty.net, @olivez Telecom Paristech, Paris, November 25th, 2016

    http://www.oezratty.net/http://www.oezratty.net/

  • 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?

    donnes 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