The Internet of Things (IoT)

Transcription

1 The Internet of Things (IoT) The New New Thing October 2014

2 Smart Planet Green Environment Environmental Sensors Water, power leak detection Pollution, weather monitoring Smart Cities Connected Communities Smart meters, Lighting, water Monitoring & security Traffic Control Smart energy Electric Grid Voltage and power sensors Meters and breakers Fault detection Internet of Things Smart Buildings Building, Smart Homes Theromstat, HVAC, lighting Presence sensors, lockers, actuators Meters, smart plugs, HEC Smart Transport ITS, HEVs, EVs Electric Mobility, connected cars Vehicle diagnostics, Fleet Mgmt Infotainment & Navigation 2 Smart Industry Industrial Environments Lighting, security, actuators Production control, supply chain efficiency Robotics, factory automation Smart Health Healthcare System People monitoring, wearables Bio sensors, probes, smart watches Remote Health Smart Living Entertainment, Leisure Independence through technology Information when you need it Connected when you need it

3 What is the IoT The Internet of Things, or IoT, is emerging as the next technology mega-trend, with repercussions across the business spectrum. By connecting to the Internet billions of everyday devices ranging from fitness bracelets to industrial equipment. The IoT merges the physical and online worlds, opening up a host of new opportunities and challenges for companies, governments and consumers. A market opportunity consisting of billions of smart /connected devices coming online across multiple industry sectors. 3

4 IoT encompasses The ability to gather any type of sensor-based data from everywhere in the environment... in unimagined quantity & quality, the ability to transmit that data over networks real-time.. for immediate analysis.. to create actionable results.. and enable more accurate analyses and forecasting 4

5 Where does IoT fit? Technology Trends

6 Drivers of IoT the last 10 years has seen Better, faster, cheaper technology Cost of bandwidth has decreased 40 times Cost of processing has decreased by a factor of 60 Cost of sensors has gone from $1.30 to 60 cents, and they are everywhere Ubiquitous communications and devices Smartphones have become pervasive Wifi coverage is now ubiquitous and low cost The software and the internet are much better IPV6 the newest internet protocol allows almost limitless connections The availability of BIG DATA analytics Consumer demand and new business models driving rapid change 6

7 IoT roadmap 7

8 Enabling Devices Application Solutions Where IoT players live Utilities Environmental Consumer Public Sector Industrial Automotive Healthcare / Life Sciences Oil & Gas Building & Infrastructure Retail Agriculture Logistics Analytics Software Data Warehouse / Storage Technologies Platforms / Middleware Network Operators Subsystems / Modules / Gateways Connecting Technologies Control and Processing Infrastructure Mobile Antenna GPS Wi-Fi Bluetooth ZigBee NFC RFID Wireline Technologies Microcontrollers Microprocessors Power Management Network Processors Memory Sensing and Detection 8

9 Outlook and investment activity Forecasts 28 billion things connected to the internet by 2020 $7.0 trillion global market size $300 billion in incremental supplier and service revenues Investments 2014 $15.7B in M&A deals Major investors Qualcomm Ventures, Intel Capital (e.g. Basis), Google Ventures (e.g. Nest), Cisco Investment focus to date Consumer applications, moving to Application Solutions & Platforms 9

10 Howard & Company view The Internet of Things (IoT) is one of the most important areas of a Future Internet with high potential to open up new opportunities and challenges for companies, governments and consumers. (Watch closely.) We think that companies ability to adapt and thrive in this new era of the IoT is very likely to determine who the next set of winners and losers will be in this new connected age. (Seek opportunities.) When we look back in 5 years time, we will see massive change has occurred. (IoT is now.) Big Data, data warehousing and analytics. (Hot areas.) 10

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