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

© 2015 JVE Consulting 7 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



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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

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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)

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Overall Infrastructure   Companies in Verticals

  Includes:   IBM

  Cisco

  ABB

  Siemens

  GE

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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) 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)


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 Egan JVE 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)



Technology

Report the whole IoT r0.0.pptx