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IoT 2018: What's Hot, What's Not & What's Next
1. IOT 2018
WHAT’S HOT, NOT, NEXTWHAT’S & WHAT’S
CHARLES REED ANDERSON
OPENING KEYNOTE
INTERNET OF THINGS WORLD ASIA
19 SEPTEMBER 2018
2. IOT…IT’S TIME FOR YOUR PERFORMANCE APPRAISAL
APPRAISAL PERIOD: 2014 - 2018
CHARLESREEDANDERSON.COM @CRASingapore
3. IOT’S 360 REVIEW THE VC VIEW
CHARLESREEDANDERSON.COM @CRASingapore
“IOT WOULD NOT HAVE A RATING.
IOT WOULD HAVE BEEN
OVER THE COURSE OF 20 QUARTERS…”
FIRED FOR CONSISTENT UNDERPERFORMANCE
4. IOT’S 360 REVIEW THE VENDOR VIEW
CHARLESREEDANDERSON.COM @CRASingapore
“MY FIRST RESPONSE WOULD BE TO FIRE IOT.
BUT THEN HR WOULD CONVINCE ME THE
HENCE, IOT IS ON PROBATION…”
OBJECTIVES SET WERE UNREALISTIC.
5. THE QUESTION
WERE OUR IOT
EXPECTATIONS
TOO HIGH?
CHARLESREEDANDERSON.COM @CRASingapore
6. THINK BACK TO 2014…
CHARLESREEDANDERSON.COM @CRASingapore
WHAT WERE YOUR
EXPECTATIONS?
7. 30B
HOW BIG WILL IOT BE IN 2020?
CHARLESREEDANDERSON.COM @CRASingapore
THE INDUSTRY’S EXPECTATIONS
IOT CONNECTIONS IN 2020
VIEW IN 2014
25B
30B
VIEW IN 2018
20B
30B
IOT MARKET OPP IN 2020
VIEW IN 2014 VIEW IN 2018
$7.1T
$1.0T
86%
DECREASE IN THE
MARKET OPP
FORECAST
12. JAN 2018: CHINA’S SHARE
OF THE GLOBAL CELLULAR
IOT CONNECTIONS
46%
WHAT’S HOT #1 IOT IN CHINA
CHARLESREEDANDERSON.COM @CRASINGAPORE
CHINA
MOBILE
32%
VODAFONE
11%
CHINA
TELECOM
5%
CHINA UNICOM
9%
AT&T
5%
OTHERS
36%
SOURCE: COUNTERPOINT RESEARCH, JAN 2018
GLOBAL CELLULAR IOT CONNECTION
MARKET SHARE
13. 44
229
30
155
ACTIVE FIXED/MOBILE
IOT CONNECTIONS JUNE 2018
384M
74M
SOURCE: CHINA TELECOM & CHINA MOBILE INTERIM FINANCIAL RESULTS, H1 2018
OF CHINA MOBILE & CHINA
UNICOM’S IOT CONNECTIONS
WERE ADDED IN H1 2018
40%
CONNECTIONS
AS OF
DEC 2017
CONNECTIONS
ADDED DURING
H1 2018
CHARLESREEDANDERSON.COM @CRASINGAPORE
WHAT’S HOT #1 IOT IN CHINA
14. FINANCIAL
VENDOR SUPPLY
GOV’T POLICY MARKET DEMAND
WHY IT WORKS WILL IT LAST?
1
BY 2023, 63% OF ALL CELLULAR IOT
CONNECTIONS GLOBALLY WILL BE IN
NORTH ASIA, PRIMARILY CHINA
SOURCE: ERICSSON MOBILITY REPORT, MAY 2018
2
AS OF JUNE 2018, THERE ARE ONLY
10M NB-IOT CONNECTIONS
GLOBALLY
SOURCE: HUAWEI, JUNE 2018
CHARLESREEDANDERSON.COM @CRASINGAPORE
3
THE CHINESE GOVERNMENT SET A
TARGET OF 600M
NB-IOT CONNECTIONS BY 2020
SOURCE: CHINA MINISTRY OF INDUSTRY & IT, 2017
WHAT’S HOT #1 IOT IN CHINA
15. THE SMART CITY DILEMMA
WHERE IS
THE
BUDGET?
WHICH
SOLUTIONS/
USE CASES?
WHO CAN
DESIGN &
DEPLOY?
CHARLESREEDANDERSON.COM @CRASINGAPORE
WHAT’S HOT #2 TAIPEI’S SMART CITY STRATEGY
HOW TO CREATE
16. WHAT’S HOT #2 TAIPEI’S SMART CITY STRATEGY
GOVERNMENT AS A PLATFORM1
CITY AS A LIVING LAB2
GOVERNMENT
ENGAGED 30 GOV’T
AGENCIES
TOP DOWN
TECH VENDORS
PROACTIVELY ENGAGED
400+ ICT VENDORS
BOTTOM UP
CITIZENS
CAPTURED NEEDS OF
30,000 CITIZENS
MKT DEMAND
INFRASTRUCTURE-CENTRIC &
CITIZEN-CENTIC
PROOF OF CONCEPTS FACILITATED
135
TAIPEI
SMART CITY
PMO
CHARLESREEDANDERSON.COM @CRASingapore
20. OF COMPANIES ENGAGE
SENIOR MANAGEMENT
AS STAKEHOLDERS
86%
SOURCE: ECOSYSTM, MAR 2018, N=1,217
WHAT’S NOT #1 IOT STAKEHOLDER ENGAGEMENT
THE GOOD…
CHARLESREEDANDERSON.COM @CRASingapore
24. WHAT’S NEXT #1 THE SIM REVOLUTION: ESIMS & VIRTUAL SIMS
EVOLUTION REVOLUTIONVS
CHARLESREEDANDERSON.COM @CRASingapore
25. SECURITY IS A SERIOUS CONCERN FOR POTENTIAL PARTNERS3
HIGH DATA PRICING DUE TO LOW VOLUMES2
CHARLESREEDANDERSON.COM @CRASingapore
WHAT’S NEXT #1 THE SIM REVOLUTION: ESIMS & VIRTUAL SIMS
LENGTHY, COUNTRY-BY-COUNTRY OPERATOR NEGOTIATIONS1
THE CHALLENGE
REVOLUTION
WHY WE NEED
26. GLOBAL MVNO CAPABILITIES (600+ MNOs)1
END-TO-END SECURITY3
LOWER DATA COSTS THROUTH TATA’S SCALE2
CHARLESREEDANDERSON.COM @CRASingapore
SEAMLESS CUSTOMER EXPERIENCE4
WHAT’S NEXT #1 THE SIM REVOLUTION: ESIMS & VIRTUAL SIMS
27. WHAT’S NEXT #1 THE SIM REVOLUTION: ESIMS & VIRTUAL SIMS
WHY THE
OPERATORS ARE
SCARED…
CHARLESREEDANDERSON.COM @CRASingapore
28. WHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
CHARLESREEDANDERSON.COM @CRASingapore
TEMPURATURE
TOUCH
MOISTURE
PROXIMITY
THEFT DETECTION
DOOR/WINDOW OPEN
GATEWAY
BATTERY: 15 YEAR LIFE1
SECURITY: END TO END ENCRYPTION2
EASE OF USE: PLUG & PLAY3
RANGE: 50M IN/1000M OUTDOORS4
COVERAGE: GLOBAL THROUGH ESIM5
29. WHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
THIS IS THE
SO WHAT…
CHARLESREEDANDERSON.COM @CRASingapore
30. WHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
CHARLESREEDANDERSON.COM @CRASingapore
END TO END SOLUTION
COMPLEMENTARY TECHNOLOGY
EASE OF DEPLOYMENT
SUPPLY
REAL ESTATE
HEALTHCARE/ELDERLY CARE
INDUSTRY 4.0
DEMAND
SMALL SENSOR, SMALL PRICE
$5,000 PILOT PROGRAM
FOCUS IS OPEX, NOT CAPEX
PRICE
31. DECISION TIME HOW DO YOU RATE IOT’S PERFORMANCE?
CHARLESREEDANDERSON.COM @CRASingapore
32. IOT’S PERFORMANCE RATING: 2014 - 2018
CHARLESREEDANDERSON.COM @CRASingapore
IOT MAY BE A BUZZWORD, BUT IT IS NOT GOING AWAY
33. IOT’S PERFORMANCE IMPROVEMENT PLAN
CHARLESREEDANDERSON.COM @CRASingapore
1 IGNORE THE HYPE: OPPORTUNITIES EXIST, GO FIND THEM
2 COLLABORATE: TECHNOLOGY IS NOT HOLDING BACK IOT, WE ARE
3 TRACK CHINA: IT’S WHERE YOU’LL FIND THE USE CASES
35. CHARLES REED ANDERSON is a globally-recognised IoT
industry thought leader who has presented at over 180 industry
events in recent years. He is renowned for his thought-provoking
presentations that not only deliver insights based on the latest
trends, but also provide guidance to both technical- and
business-minded audiences on how to avoid the potential pitfalls
of IoT solution deployment.
Charles has over 25 years’ experience in Asia, Europe and the US
advising technology vendors, enterprise customers and
government organisations on how to leverage emerging
technologies and solutions to drive business and digital
transformation initiatives.
Prior to starting his own firm, Charles led the Telecoms, Mobility
and IoT practices for IDC Asia/Pacific and has worked for leading
global operators including BT, Vodafone, and O2 (Telefonica).
Charles sits on the advisory boards of numerous IoT start-ups,
industry associations and event organisations. In addition, he is
active in Lean In’s Singapore Chapter and is the co-founder of
#HeForShe Singapore.
ABOUT CRA
Editor's Notes
SO WORRIES ABOUT BUILDING THE HYPE WE IGNORED WHAT IT WOULD TAKE TO DELIVER
VODAFONE AT 68M AS OF MAY 2018
As of May 2018, 45 commercial NB-IoT networks had been globally deployed and more than 500,000 NB-IoT base stations had been established. Currently, a total of 40 use cases (such as wireless meter reading, connected cows, smart manhole covers, wireless smoke detectors, and smart door locks) have benefited from batch deployment. More than 10 million NB-IoT connections have been widely used in urban management and people's lives. he Ministry of Industry & Information Technology (MIIT) – only 10 m nb-iot conns by may 2018
https://www.iot-nn.com/2018/06/08/nb-iot-will-win-because-china-supports-it/
http://www.telecomlead.com/telecom-equipment/huawei-unveils-nb-iot-solution-with-new-features-84538https://www.convergedigest.com/2018/08/china-telecom-delivers-strong-results.html
CT-https://www.telegeography.com/products/commsupdate/articles/2018/08/23/iot-time-m2minternet-of-things-weekly-digest/
Speculation about eSIMs has been rife since Apple complained to the U.S. Department of Justice that Verizon Communications Inc. and AT&T Inc. were colluding to prevent their introduction. The DoJ is investigating.