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- 1. Report: The Internetof Things 大智行雲 By John Egan Feb 2015 © JVE Consulting, LLC
- 2. Topics Intro Apps IoT Landscape Assessments Players Recommendations Review of Report © 2015 JVE Consulting 2
- 3. Introduction © 2015 JVEConsulting 3
- 4. Intro to IoT TheIoT is the networking of any objects where the connectivity enhances the usefulness of the objects. Objects can be anything physical: Ø A Car Ø An Appliance Ø A Cow Ø A Honeybee Ø A Person Once objects are enabled with connectivity, they become the Things of the IoT. Things can be simple devices such as a wireless water detector for a sprinkler system or they can be complex systems of devices such as mining dump trucks or factory robots with many Things inside them that combine to make a system. © 2015 JVE Consulting 4
- 5. Internet of Things Businessto Business Business to Consumers Advanced Medicine Advanced Industrialization M2MeHealth People to People People to Machines Smart Everything eCommerce © Copyright 2015 JVE Consulting, LLC The IoT © 2015 JVE Consulting 5
- 6. Within the IoT’sLevels… Each level consists of systems, within the systems are devices (aka: gadgets/ machines/appliances) and within devices are their 'elements:' components, modules and software/>irmware: The top level is where the storage and processing (e.g., analytics) of the collected data occurs The second level down is the transport network, which may be the Internet or a private corporate one. AT&T, for example, offers their M2M Industrial customers a path through a private AT&T network that keeps their data completely separate from data over the Internet The third level down is the aggregation and collection level, where on- site/local gateways, routers, and concentrators get data from devices and pass it up in IP format to the transport network, as well as receive command traf>ic from over the transport network and pass it down to the Things The fourth, and lowest, device level consists of the Things themselves. These devices use sensors and actuators to provide information and actions based on remote commands. These devices may be capable of executing their own program logic and thus providing semi- autonomous actions but they are also able to be placed under outside control © 2015 JVE Consulting 6
- 7. The IoT Hierarchy ©2015 JVE Consulting 7 The Internet may be Public or Private
- 8. What is aThing Made of? © 2015 JVE Consulting 8 Elements: The pieces inside Things that make them Smart, able to connect, and able to sense or control their environment Elements also include Software
- 9. Elements Most important Sensors/Actuators Connectivity Processors Software Why? Sensors will be everywhere, they will be a huge volume of very low cost pieces. Taiwanese can do this! Actuators will also be a big part, but not as much as Sensors. Connectivity is required. Certain types will do better than others. Processors will be needed for the brains of Things and above Software will be the thinking part of Things, the Analytics, the User Interface, the basis of the User Experience, and the Security Without the right path ahead the market may be making the wrong products © 2015 JVE Consulting 9
- 10. Applications © 2015 JVEConsulting 10
- 11. The 3 Categoriesof the IoT Industrial Factories Farming Mining Commercial Retail Smart Buildings Medical/Healthcare Consumer Home Vehicles Wearables © 2015 JVE Consulting 11
- 12. © 2015 JVEConsulting 12
- 13. Connected Home Protocols Platforms &Enablement (Horizontals) Personal Devices Wearable Computing FitnessHealthFamily Lifestyle SportsPetsToysMusic/ Art/ Video AutomationMonitoringSecurity Industries Industrial Internet Garden HealthcareAutomotiveRetail RoboticsGreen- tech Building Blocks Processors/ Sensors Parts/Kits Services Incubators Funding Distribution Connectivity/DevPlatforms Corporates M2M Networks OpenSource Platforms Software/DataPlatforms Sensor Net- works 3DScan/ Print PersonalInterfaces © Matt Turck (@mattturck), David Rogg (@davidjrogg) & FirstMark Capital (@firstmarkcap) Cloud Mobile Applications (Verticals) Telecom M2M Infra- structure 2G 3G 4G LTE CoAP 6LoWPAN LWM2M BiTXml DDS Asset Tracking Security Smart Grid Tracker Agri- culture Cooking Hub Payment/ Loyalty Drones/ Aerospace Portable WiFi Analytics IoT Landscape © 2015 JVE Consulting 13
- 14. Industrial The BIGvolume, now! The Biggest players are here, now The most money to be made now Vendors have opportunities… Higher margins per unit Large volumes Very high demand for top quality, standards-based, and well engineered for longevity, ruggedized and very extended temp range, not like the consumer: short life cycle and lower quality onnected Home Industries Industrial Internet HealthcareAutomotiveRetail RoboticsGreen- tech s latforms 3DScan/ Print faces Infra- structure Asset Tracking Smart Grid Tracker Agri- culture Hub Payment/ Loyalty Drones/ Aerospace © 2015 JVE Consulting 14 Connected Home AutomationMonitoringSecurity Industries Industrial HealthcareAutomotiveRetail RoboticsGreen- tech 3DScan/ Print Infra- structure Asset Tracking Smart Grid Tracker Agri- culture Hub Payment/ Loyalty Drones/ Aerospace
- 15. Commercial Next substantialgrowth area Big players here already, with more entering Long term Big money Vendors have opportunities… Good margins per unit Large volumes Very high demand for top quality, standards-based, and well engineered for longevity (same as Industrial, but packaging must be “nicer” and temp range is relaxed) Connected Homestyle Art/ Video AutomationMonitoringSecurity Industries Indus HealthcareAutomotiveRetail RoboticsGreen- tech 3DScan/ Print Infra- structure Asset Tracking Smart Grid Tracker Agri- culture Hub Payment/ Loyalty Drones/ Aerospace © 2015 JVE Consulting 15
- 16. Overall Infrastructure Companies inVerticals Includes: IBM Cisco ABB Siemens GE Services Incubators Funding Distribution Corporates works PersonalInterfaces g (@davidjrogg) & FirstMark Capital (@firstmarkcap) Telecom M2M Infra struct Asset Tracking Security Smar Grid Agri- culture Portable WiFi © 2015 JVE Consulting 16 ls Platforms & Enablement (Horizontals) FitnessHealthFamily PetsToysMusic/ Art/ Video MonitoringSecurity Garden Building Blocks Connectivity/DevPlatforms ks OpenSource Platforms Software/DataPlatforms Sensor Net- works PersonalInterfaces m Tracker Cook Hub le Analytics Protocols Building Blocks Processors/ Sensors Parts/Kits Services M2M Networks S © Matt Turck (@mattturck), David Rogg (@davidjrogg) & Cloud Mobile 2G 3G 4G LTE CoAP 6LoWPAN LWM2M BiTXml DDS Portable Incubators Funding Distribution Mark Capital (@firstmarkcap) Telecom M2M
- 17. Systems/Solutions Vendors Industrial GE Bosch Siemens ABB Cisco IBM HP Dell Commercial Siemens Cisco IBM Japanese Group Panasonic, Sharp, Mitsubishi, … Philips HTC? Honeywell Dell Motorola © 2015 JVE Consulting 17
- 18. Home IoT Apps Smart Energy – Thermostats, AC/Heater, Vents &Fans Smart Appliances – Fridge, Microwave, Washer/Dryer Smart Media System – STB/OTT box, Controllers, Media Storage and Playback Smart Household Utilities – Detect who is home or not, Where the people in the home are, Smart Vacuum, Water Heater, Sprinklers, Air quality monitoring Security – lock doors and windows when necessary, unlock when people arrive home, frequent visitors announced as they approach, fire detection, gas detection © 2015 JVE Consulting 18
- 19. Home IoT Management Smart Devices Phones, tablets, PCs Apps under Android and iOS Home Server for retaining data and set up, controlling time of day actions This may be part of the gateway functions or NAS © 2015 JVE Consulting 19
- 20. Smart Home Needs… Overall Gateway Link WAN and home networks Wi-Fi Access Point Security Firewall from outside Security Firewall between home networks NAS or Server (unless in gateway) Networks Broadband (in 99%+ of smart homes) Wi-Fi for PCs, STBs, TVs, … Wired for legacy and some high demand devices Wireless for IoT Maybe Wi-Fi ZigBee Bluetooth Low Energy Z-Wave Others © 2015 JVE Consulting 20
- 21. © 2015 JVEConsulting 21 The Home IoT
- 22. Security Will hackers seethe home with IoT as a better target than businesses? © 2015 JVE Consulting 22
- 23. Security Threats Toall IoT Categories Industrial, Commercial, Consumer External and Internal External is being fought all the time, never know the success or failure ratio Internal is weakest link and how most major intrusions are occurring today The Home with IoT will have a substantial increase in internal threat potential As of the IoT Security is weaker in every aspect, there are millions more attack points, and the number of networks inside a building increases dramatically, meaning there are more ways of entry and then jumping from one network to another © 2015 JVE Consulting 23
- 24. End User Mentality ©2015 JVE Consulting 24
- 25. In-home Threats © 2015JVE Consulting 25
- 26. Could this ReallyHappen? © 2015 JVE Consulting 26
- 27. Home Alone © 2015JVE Consulting 27 And realizing your Smart Home is against you…
- 28. Security & ConsumerIoT Vendors sell: FEAR! PAIN! ROBBERY! LOSS of PRIVACY! It is true, these are real threats Nothing available yet to truly secure the home network and still be end user friendly, everything is complex and may require an advanced degree Standards are coming Innovative start ups working on a solution (Disclaimer: JVEC is involved in this effort) © 2015 JVE Consulting 28
- 29. Who Wins, WhoLoses © 2015 JVE Consulting 29
- 30. Possible Winners Chips ARM Huge win and long term Intel Modestly initially but have power to gain over time MEMS Sensors ST Micro, Bosch, TI and others Cisco, IBM, Bosch, Siemens, Huawei, ZTE, Japanese, … Medical device companies Most equipment costs more yet still disposable (single patient use) Agri-business companies Monsanto and John Deere, for example Security companies Those that can truly secure the IoT Certain Alliances IIC, OIC, … © 2015 JVE Consulting 30
- 31. Possible Losers WiredNetworks? PLC is a nice to have, but low volumes versus Wi-Fi, time running out? Wired Ethernet disappears from the home for the most part Z-Wave? Missing market power, more defensively positioned than offensively However, making efforts to grow and establish presence in gateways and bridges ZigBee? Not in smart devices is a substantial problem Cost versus Wi-Fi, Z-Wave and BLE is an issue Loss will not be immediate and may turn around Chips? PowerPC – dead MIPS Concern over no long term utility for home IoT unless they do something dramatic © 2015 JVE Consulting 31
- 32. Wireless TimeLine Year & Application Wi-Fi (all variants) 802.15.4 and its variants (ZB) Bluetooth and its variants (BLE) Mobile Others (Z-Wave, etc.) 2015 Industrial Limited Limited None Extensive Extensive Commercial Good Good Limited Good Good Consumer Growing Good Limited Low Good (for ZW) 2017 Industrial Growing Limited None Extensive Good Commercial Extensive Good Low Good Limited Consumer Extensive Limited Growing Low Limited 2020 Industrial Growing Low None Extensive Limited Commercial Extensive Good Limited Good Limited Consumer Extensive Low Extensive Limited Low © 2015 JVE Consulting 32
- 33. Wireline TimeLine Year & Application PLC (all variants) Ethernet (standard) Ethernet (Industrial) Bus links (vehicles) Others (Serial, etc.) 2015 Industrial NB Low, WB None Limited Extensive Good Limited Commercial Low Extensive Limited Good Low Consumer Limited Good None Extensive Low 2017 Industrial NB Low, WB None Low Extensive Good Limited Commercial Low Extensive Limited Good Low Consumer Limited Limited None Extensive Low 2020 Industrial None Low Extensive Good Limited Commercial None Good Low Limited Low Consumer Low Low None Good None © 2015 JVE Consulting 33
- 34. Possible Paths Ahead ©2015 JVE Consulting 34
- 35. Service Providers MobileCompanies! Set trials to learn about Industrial and Remote IoT Telecom Service Providers Smart Homes – to sell services Smart Buildings and Hospitals Smart Cities Cable Companies Smart Homes Smart Buildings © 2015 JVE Consulting 35
- 36. Standards There isa substantial number in progress or completed IEEE ISO IEC ITU Not started as yet, seeking leadership? Regional Alliances & Forums Specifications/Standards © 2015 JVE Consulting 36
- 37. Revenue Potentials Branch Category Potential Revenue 2015 Revenue Potential 2017 Revenue Potential 2020 All Industrial High High (increasing) Moderate to High (plateauing) Mining Industrial High High Moderate (plateauing) Manufacturing Industrial High High (increasing) High (increasing) Warehousing Industrial & Commercial High High (moderate increasing) Moderate (plateauing) All Commercial Moderate High (increasing) High (increasing) Smart Buildings Commercial Moderate High (increasing) High (increasing) Transportation High High (increasing) Moderate (plateauing) Healthcare Commercial Moderate High (increasing) High (increasing) Business Commercial Moderate Moderate to High (moderate increasing) High (increasing) Retail Commercial Moderate Moderate (increasing) Moderate ( moderate increasing) All Consumer Low Moderate to High (increasing) High (increasing) Vehicles Consumer Low to Moderate Moderate to High (increasing) High (increasing) Smart Homes Consumer Low to Moderate Moderate (increasing) High (increasing) Wearables Consumer Low Moderate (increasing) Moderate (moderate increasing) Smart devices Consumer High High (moderate increasing) Moderate to High (moderate increasing) © 2015 JVE Consulting 37
- 38. Revenue Trajectories © 2015JVE Consulting 38
- 39. The Report Available endof Q1 2015 © 2015 JVE Consulting 39 Confidential 02/16/15 © 2015 JVE Consulting, LLC Do Not Copy or Distribute All Rights Reserved The Internet of Things The New Internet Wave – Connected Machines Everywhere Background, analysis and associated recommendations for: The Institute for Information Industry Produced by: John EganJVE Consulting, LLC
- 40. Highlights of Report Prepared specifically for MIC Provides an Intro and Insights to IoT Over 150 pages Over 90 Figures Over 40 Tables Extensive list of referenced documents Extensive assessment and commentary © 2015 JVE Consulting 40
- 41. Report’s Table ofContents 1. Terminology 2. Preface 3. Executive Overview 4. Scope & Key Takeaways 5. Introduction to the IoT 6. Wireless for IoT 7. Security 8. Who are the Leaders? 9. Views: Vendor, SP, Analyst 10. Expectations and Projections 11. Recommendations 12. Large Tables (in wide format) © 2015 JVE Consulting 41
- 42. © 2015 JVEConsulting 42