iot market structure perspective

IOT market structure perspective

olivier ezratty innovation strategies consulting

olivier@oezratty.net, http://www.oezratty.net, @olivez Telecom Paristech, Paris, November 25th, 2016

Cisco estimate, end of 2015

$74B WW GDP in 2016

IOT

le reste

all verticals are IOT markets

consumer

professional

b2c > b2b startups, why ?

IOT require a broad scope of skills

cloud based software

content creation

big data

artificial intelligence

cybersecurity

legal and regulations

marketing

retail sales

electronic design

product design

manufacturing

embedded software

mobile software

an upcoming automated cars tsunami

insurance

real estate

"car as a service"

fewer cars on roads

platformization

smart city

work & leisure

digital personalization

time management renewables

product

platform

range

IOT platforms at stake

Weightless-N

/ nWave

LoRA /

Semtech Sigfox Ingenu Qowisio

objects

integration

supervision

network

chipsets nWave Semtech

patents

protocols open open proprietary proprietary

LPWAN M2M networks opportunity

IOT big data platforms?

IOT orchestration platforms?

données processus

IOT cybersecurity opportunity

European IOT startups needs

USA

+Can

ada

IOT solutions leverage points

european fragmentation key european players

electronic components low STMicroelectronics, Bosch, ARM

telecom equipment makers low Nokia, Ericsson, …

car equipment makers average Valeo, Bosch, Faurecia

cloud providers average OVH, 1&1, telcos

standards low ETSI, AIOTI, …

research high labs in every country, not a problem

open source software average many projects requiring consolidation

financing high H2020, Bpifrance, Index, Balderton…

IOT market leverage points

european fragmentation key european players

telecom companies high Orange, BT, DT, Vodafone, …

M2M networks average Sigfox, telcos

retailers high Carrefour, Costco, Karstadt

utilities high mostly local companies

medias high many many many

banks high many many many

insurance average Allianz, Axa, …

healthcare systems high NHS, CPAM, mutuals, …

language high 25 languages

so, what can be done ?

organize product value channels around clusters

influence sw, hw and telecom platforms and standards

encourage worldwide go to market approaches

priority on USA and Asia

scale back/out in Europe afterwards