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IoT In Action
Architecting, Securing & Scaling Applications
Santa Clara, CA | Tuesday, April 4th | 11:30am–12:20pm
Digital Disruption Is Changing
Every Facet of Our Lives
4
Under Attack from New Entrants
At Risk for Disruption
Disrupted Business Models
Next ?
© 2017 IHS Markit. All Rights Reserved
Connected Devices & New Sensors
Enable New Opportunity
5
What we do
today
What we are working
on now
Where we want
to be
Connect
Devices
Collect
Data
Access
Data
Complex
Analytics
Unique
Value
• Connectivity
• Intelligence
• Sensors
• Storage
• Cloud
• Standards
• Open APIs
• “Big Data” • Realize the true
potential of a
connected society
© 2017 IHS Markit. All Rights Reserved
Connected Devices –
Installed Base & Shipment Forecast
6
Source: IHS Markit Factory of the Future Report, November 2016
IoT Devices - Extended Forecast - Installed Base & Shipments
© 2017 IHS Markit. All Rights Reserved
2021 DC Servers $57B,
Driven by New Worldwide Compute Demand
5
DC Server Revenue Forecast by Form Factor
Source: Data Center Server Equipment Quarterly Market Tracker: Regional, March 2017
© 2017 IHS Markit. All Rights Reserved
Bare Metal Switching
Continues Long-term Growth
• Bare metal switches to reach 19%
of ports shipped in 2021, up from
10% in 2015
• Maturity of open source switch OS
and orchestration software aids
adoption
• Purpose-built switches to represent
58% of ports shipped in 2021
• Blade switches to represent 14% of
ports shipped in 2021
6
Data Center Ethernet Switch Port Forecast by Switch Type
Source: IHS Data Center Networks Intelligence Service – March 2017
© 2017 IHS Markit. All Rights Reserved
SDN and NFV:
3 Distinct Markets
7
Source: IHS Infonetics SDN & NFV Intelligence Service; 2H 2016
© 2017 IHS Markit. All Rights Reserved
Majority of Revenue
Is from Existing Segments
8
Carrier NFV Market
Source $B % of 2020 Market Categories
New $1.7 11% NFV: NFV MANO, Outsourced Services
Displaced $2.4 16% NFV: NFVI Hardware
Existing $11.5 74% NFV: VNFs
TOTAL $15.6 100% Total Carrier NFV
Carrier, DC and Enterprise LAN SDN Market
Source $B % of 2020 Market Categories
New $6.9 26%
SDN: Orchestration and Controller, SDN Network Apps,
Outsourced Services
Displaced $2.0 8% SDN: Orchestration and Controller
Existing $17.1 66% SDN: SDN Hardware
TOTAL $26 100% Total Carrier, DC and Enterprise LAN SDN
© 2017 IHS Markit. All Rights Reserved
Takeaways
Digital transformation brings disruption
IoT traffic the next big wave
SDN & NFV driving opportunity
$0.95
$15.50
$0.80
$17.30
$0.10
$8.70
0
5
10
15
20
25
30
$0
$5
$10
$15
$20
$25
$30
CY14 CY20
Revenue(US$Billions)
NFV
Carrier SDN
DC and enterprise SDN
© 2017 IHS Markit. All Rights Reserved
Cliff Grossner, Ph.D.
Research Director & Advisor
Cloud and DC Research Practice
IHS Markit
+1 408.583.3385
Cliff.Grossner@ihsmarkit.com
@cliffgrossner | @IHS4Tech
Liz Cruz
Associate Director
Cloud and DC Research Practice
IHS Markit
+1 512 582 2028
Liz.Cruz@ihsmarkit.com
@IHS4Tech
Ritch Dusome
President & CEO
CENGN
Bruce Gregory
CEO, CORSA
Ali Tizghadam
Technology Strategy Manager
TELUS
Jason Venner
VP, Engineering for Contrail
Juniper Networks
Mathieu Lemay
CEO, Inocybe Technologies

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IoT in Action: Architecting, Securing, & Scaling Applications

  • 1. IoT In Action Architecting, Securing & Scaling Applications Santa Clara, CA | Tuesday, April 4th | 11:30am–12:20pm
  • 2. Digital Disruption Is Changing Every Facet of Our Lives 4 Under Attack from New Entrants At Risk for Disruption Disrupted Business Models Next ? © 2017 IHS Markit. All Rights Reserved
  • 3. Connected Devices & New Sensors Enable New Opportunity 5 What we do today What we are working on now Where we want to be Connect Devices Collect Data Access Data Complex Analytics Unique Value • Connectivity • Intelligence • Sensors • Storage • Cloud • Standards • Open APIs • “Big Data” • Realize the true potential of a connected society © 2017 IHS Markit. All Rights Reserved
  • 4. Connected Devices – Installed Base & Shipment Forecast 6 Source: IHS Markit Factory of the Future Report, November 2016 IoT Devices - Extended Forecast - Installed Base & Shipments © 2017 IHS Markit. All Rights Reserved
  • 5. 2021 DC Servers $57B, Driven by New Worldwide Compute Demand 5 DC Server Revenue Forecast by Form Factor Source: Data Center Server Equipment Quarterly Market Tracker: Regional, March 2017 © 2017 IHS Markit. All Rights Reserved
  • 6. Bare Metal Switching Continues Long-term Growth • Bare metal switches to reach 19% of ports shipped in 2021, up from 10% in 2015 • Maturity of open source switch OS and orchestration software aids adoption • Purpose-built switches to represent 58% of ports shipped in 2021 • Blade switches to represent 14% of ports shipped in 2021 6 Data Center Ethernet Switch Port Forecast by Switch Type Source: IHS Data Center Networks Intelligence Service – March 2017 © 2017 IHS Markit. All Rights Reserved
  • 7. SDN and NFV: 3 Distinct Markets 7 Source: IHS Infonetics SDN & NFV Intelligence Service; 2H 2016 © 2017 IHS Markit. All Rights Reserved
  • 8. Majority of Revenue Is from Existing Segments 8 Carrier NFV Market Source $B % of 2020 Market Categories New $1.7 11% NFV: NFV MANO, Outsourced Services Displaced $2.4 16% NFV: NFVI Hardware Existing $11.5 74% NFV: VNFs TOTAL $15.6 100% Total Carrier NFV Carrier, DC and Enterprise LAN SDN Market Source $B % of 2020 Market Categories New $6.9 26% SDN: Orchestration and Controller, SDN Network Apps, Outsourced Services Displaced $2.0 8% SDN: Orchestration and Controller Existing $17.1 66% SDN: SDN Hardware TOTAL $26 100% Total Carrier, DC and Enterprise LAN SDN © 2017 IHS Markit. All Rights Reserved
  • 9. Takeaways Digital transformation brings disruption IoT traffic the next big wave SDN & NFV driving opportunity $0.95 $15.50 $0.80 $17.30 $0.10 $8.70 0 5 10 15 20 25 30 $0 $5 $10 $15 $20 $25 $30 CY14 CY20 Revenue(US$Billions) NFV Carrier SDN DC and enterprise SDN © 2017 IHS Markit. All Rights Reserved
  • 10. Cliff Grossner, Ph.D. Research Director & Advisor Cloud and DC Research Practice IHS Markit +1 408.583.3385 Cliff.Grossner@ihsmarkit.com @cliffgrossner | @IHS4Tech Liz Cruz Associate Director Cloud and DC Research Practice IHS Markit +1 512 582 2028 Liz.Cruz@ihsmarkit.com @IHS4Tech
  • 14. Jason Venner VP, Engineering for Contrail Juniper Networks