Report the whole IoT r0.0.pptx

Report: The Internet of Things
大智行雲
By John Egan
Feb 2015
© JVE Consulting, LLC

Topics
  Intro
  Apps
  IoT Landscape
  Assessments
  Players
  Recommendations
  Review of Report
© 2015 JVE Consulting 2

Introduction

Intro to IoT
The IoT 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.

Internet of Things
Business to 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

Within the IoT’s Levels…
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

The IoT Hierarchy
The Internet may be Public or Private

What is a Thing Made of?
Elements:
The pieces inside Things that make them Smart, able to
connect, and able to sense or control their environment
Elements also include Software

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

Applications

The 3 Categories of the IoT
  Industrial
  Factories
  Farming
  Mining
  Commercial
  Retail
  Smart Buildings
  Medical/Healthcare
  Consumer
  Home
  Vehicles
  Wearables

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

Industrial
  The BIG volume, 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
RoboticsGreen-
tech
s
latforms
3DScan/
Print
faces
Infra-
structure
Asset
Tracking
Smart
Grid
Tracker
Agri-
culture
Hub
Payment/
Loyalty
Drones/
Aerospace
Connected Home
Industries Industrial
RoboticsGreen-
tech
3DScan/
Print
Infra-
structure
Asset
Tracking
Smart
Grid
Tracker
Agri-
culture
Hub
Payment/
Loyalty
Drones/
Aerospace

Commercial
  Next substantial growth 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
Industries Indus
RoboticsGreen-
tech
3DScan/
Print
Infra-
structure
Asset
Tracking
Smart
Grid
Tracker
Agri-
culture
Hub
Payment/
Loyalty
Drones/
Aerospace

Overall
Infrastructure
  Companies in Verticals
  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
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

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

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

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

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

The Home IoT

Security
Will hackers see the home with IoT as a better target than
businesses?

Security Threats
  To all 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

End User Mentality

In-home Threats

Could this Really Happen?

Home Alone
And realizing your
Smart Home is
against you…

Security & Consumer IoT
  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)

Who Wins, Who Loses

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, …

Possible Losers
  Wired Networks?
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

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


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


Possible Paths Ahead

Service Providers
  Mobile Companies!
  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

Standards
  There is a substantial number in progress or completed
  IEEE
  ISO
  IEC
  ITU
  Not started as yet, seeking leadership?
  Regional
  Alliances & Forums Specifications/Standards

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)

All
Commercial
Moderate
High (increasing)
High (increasing)

Smart Buildings
Commercial
Moderate
High (increasing)
High (increasing)

Transportation

High
High (increasing)

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
High (increasing)

Wearables
Consumer
Low
Moderate (moderate increasing)

Smart devices
Consumer
High
High (moderate increasing)
Moderate to High (moderate increasing)


Revenue Trajectories

The Report
Available end of Q1 2015
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

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

Report’s Table of Contents
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)

Report the whole IoT r0.0.pptx

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