IoT - the concept of space in which all of the analog and digital worlds can be combined.

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1 Team 3

2 Internet of Things IoT - the concept of space in which all of the analog and digital worlds can be combined. Internet of Things can be regarded as the link of networks, in which a small combined into one the larger network. This term was suggested in 1999 by Kevin Ashton, one of the first enthusiasts, fascinated by RFID, and now heads the Research Center Auto-ID Center at MIT. The number of devices in the IoE is expected to increase dramatically in the forecasted period (and probably beyond). Sources: BI Intelligence estimates, Geektimes

3 Internet of Things: Russia Even though there are certain downfalls in Russian market of Internet of Things, it is still expected to grow 86% in the next 5 years to a total of $980 million. Internet of Things in Russia is expected to increase almost twofold over 5 years period, with a CAGR of almost 10%. We expect following categories as growth drivers for IoT in Russia: Healthcare Smart Home Transport Buildings Russian IoT market, $ mln % % Main drawbacks to the development of Russian IoT: Absence of manuals for foreign technologies Old thinking + old technologies As a result, the Russian IoT Market is forecasted to grow at a slower pace than Global: 0,030 0,014-53,3% Share of Russian IoT of Global IoT market, % Source: J'son & Partners Consulting Current crisis may limit investments Source: J'son & Partners Consulting, IDC

4 Internet of things: Healthcare The digital health sector of Russian IoT market includes about 60 active startups and less than 10 active investors, whose work is extremely uncoordinated. Wearable devices Search & reservation Other Clinic management systems Most active investors IIDF (7+ startups in portfolio) Bright Capital Digital & Aurora Venture Capital ( Doctor na rabote ) Skolkovo (accelerated Medesk ; now primarily invests in biotech) Forecast for the future Russian digital health sector will develop at a slow pace because of: Nonadapted laws; Poor Internet coverage; Insufficient financing. M-Health market s volume, 2017 World - $25,4 bln Russia -$0,8 bln Sources: Rusbase, Crunchbase, Brookings, McKinsey&Co.

5 Internet of things: Smart Home The key needs of users on the Russian market Refrigerator Enables remote viewing of its content and recommends recipes based on stored items; Light bulb Turns off when no one is nearby and can be remotely activated; Sprinkler system Monitors weather over time and determines when to turn on and shut off; Scale Aggregates data from other devices and provides a constantly updated personal health plan; Laundry washer and dryer Sends an alert when the cycle is done and can be remotely activated; Tap water filter Automatically shuts off when nothing in the sink The dynamics of market growth in Russia Sources: Analisys of our team, J'son & Partners Consulting, Nielson company E 2016E 2017E Volume of market, mln usd Growth rate, % Domestic companies are inferior to foreign analogues in functionality as well as in marketshare vs Price-is an obvious advantage of Russian s systems SmartHouse Devices In total (includes controller) LOOK.in Z-wave WeMo Typical light and outlet configuration 2 in-wall dimmers 1 in-wall switch 3 motion sensors 2 wall plugs 2 rgbw bulbs 460 $ 857 $ 619 $

6 Internet of things: Transport Auto Transport & Logistics 1200 Forecast for the market s proxy Most active investors IIDF (The investment amounts to $ ; 10+ startups in portfolio) Cloud4Auto Ventures (The investment amounts to $ ; 4+ startups in portfolio) Sources: IIDF, Rusbase Number of devices, mln Market's volume, mln$

7 Internet of things: Smart Buildings Smart system includes Energy savings Security The system may look like Physical security Lightning, temperature & humidity control Fire detection & safety etc. Comfort Productivity & time saving The global market will grow with CAGR 24,4% 22, ,4% $, bln. And will need to develop Data protection The Russian market will grow less with CAGR 10,9% ,9% $, mln. Market players Speed channels: 4G, 5G, optic Low cost solutions Stability support Sources: Intel, Greenbiz, Memoori

8 Summary Russian sector Transport has potential for development, but it is very slow for several reasons: Poor Internet coverage; Insufficient financing. The Digital Health sector of Russian IoT market is pretty active, but uncoordinated. The Smart House market in Russia is growing by 30% per year and it s volume about 200 mln. $ Smart buildings is a fast growing share of IoT, its main growth drivers are technology development and a strong demand from the real estate owners Russian IoT market is still behind Western countries and will continue to be such in the future. Still, it will increase 86% by 2020.

9 Meet our brilliant team Daniil Gagarin - Internet of Things&Transport Alex Demachev - Internet of Things: Russia Kirill Yatsushko - Internet of things: Healthcare Kirill Medvedev- Internet of things: Smart Home Julia Rusinova - Internet of things: Buildings Anna Rakovskaya - Design