M2 M Brett O Riley Comms Day 2008Presentation Transcript
Machine to Machine (M2M) applications as a capacity and infrastructure demand driver Brett O’Riley Managing Director, Ochre Services Pty Limited CommsDay Summit, April 2008
Ochre Services Introduction
Telecommunications infrastructure development, consulting and management company;
Perth, Western Australia headquartered, with offices in Singapore, Jakarta and Sydney;
Team brings a wealth of experience on submarine and terrestrial broadband infrastructure projects to the table;
Sales, finance, operations, technical design and project implementation skills;
ANZ Infrastructure Services (ANZIS) are the majority equity investor and partner in Ochre Services with Meyer Investments and Cable Infrastructure Investments;
ANZIS will also facilitate the debt financing arrangements with ANZ Bank or third party debt providers.
Ochre developed new capacity
Ochre is addressing underserved markets with underlying demand.
Executing broadband development opportunities in Australia and Asia:
Singapore – Jakarta – Perth, expected to be completed in 2010
Western Australia Big Pipe, expected to be completed in 2009
Oil & Gas opportunities around Australia and Indonesia;
Cable System Overview Ochre Services
Ochre Services Infrastructure projects Ochre Services Four major symbiotic project elements: Ochre will facilitate the expansion of multi-gigabit Asia & Western Australia regional IP connectivity and increase the reliability for existing operators and users Singapore Indonesia Australia 2 FP cable system constructed from Singapore to Indonesia to Western Australia. SIA Submarine loop cable system to be constructed for established and new oil & gas fields. North West Shelf AS REQUIRED purchase on existing systems to facilitate connectivity for customers to State capital cities and USA. Trans Australia Western Australia Terrestrial high capacity single strand cable system to be constructed to provide WA connectivity.
Machine to Machine “M2M” Wikipedia definition
The key pieces of a typical M2M system include:
A group of devices capable of replying to requests for data contained within those devices or capable of transmitting data contained within those devices autonomously.
A communications link to connect the device or group of devices to a computer server or another device.
A software agent, process, or interface by which the data can be analyzed, reported, and/or acted upon.
Most often, M2M systems are task-specific. Meaning, a given system is purpose-built for just one specific device, or a very restricted class of devices in an industry. This is one of the indicators of the M2M market still being in its infancy, as a unified intercommunication standard has yet to evolve. Functions are duplicated -- each purpose-built system repeats many functions already implemented in similar systems.
“ Even in its infancy M2M is a major capacity growth force”
M2M is a major driver of demand.
Capacity demand is still modeled by most analysts on the traditional “human subscriber” model.
This ignores bandwidth demand from “super ICT applications” that are driving exponential growth – multi-gigabit.
Ochre responding to growth in broadband demand from new ICT applications in specific industries:
Oil & Gas industry
Mobile broadband technologies will also stimulate demand from transport and logistics services.
“ Capacity demand being under forecast –
machines don’t need to sleep”
Bandwidth Hungry Examples
Square Kilometre Array
Location based services
“ Remember the Steam Engine”
Available financing - Australia has $1.3 trillion of superannuation under management, looking for long-term stable returns;
Focus on infrastructure projects - can deliver stable returns when supported by long-term off-take agreements from credible customers;
Oil & Gas & Resources industries – Strong growth and focus driven in Asia-Pacific by demand from China and India particularly;
Excellent returns - global oil prices reaching new highs - US$110 per barrel.
“ Commodities demand driving ICT innovation to lower production costs and improve efficiency”
Oil & Gas industry drivers in more detail:
The high capacity, low latency and reliability provided by optical systems has been identified as key to improving oil & gas production rates;
Sustained access to high capacity digital systems has a direct effect on operating efficiency.
“ Gulf of Mexico for BP is the industry benchmark”
Evolution & growth of technologies for Oil & Gas Ochre Services