pac research cluster “internet of...

PAC Research Cluster “Internet of Things” www.pac-online.com/internet-of-things

http://www.pac-online.com/internet-of-things

© PAC

PAC’s research on game-changing topics

SITSI Research Cluster "Internet of Things" 2 2016

* WW IoT market figures starting in 2016

PAC analyzes selected fast-growing software & IT services market segments or game-changing hot topics at global level. Topics are chosen each year, depending on current market trends.

For each of the seven clusters shown above, PAC publishes global Market InSight reports, detailed market figures (at global level, for three regions and for 31 countries by segments) and/or vendor rankings at worldwide level, and for selected countries.

APPLICATION

LIFECYCLE MGMT

Application Management

Testing

BAS

SERVICES

SAP-related Services

Oracle Applications- related C&SI

Business Applications- related C&SI

(SAP, Oracle, MS Dynamics,

SFDC)

BI,

ANALYTICS & DATA MGMT

Big Data

Business Intelligence

Real-time Analytics/ In

Memory

CLOUD

COMPUTING

Cloud-related C&SI, AM

IaaS

SaaS

PaaS

Public Cloud, Hosted and

Managed Cloud

CYBER

SECURITY

Governance

Content and Application

Security

System Security

Infrastructure Security

DIGITAL

ENTERPRISE

Enterprise Mobility

Social Collaboration

Unified Communication & Collaboration

(UCC)

Digital Transformation

INTERNET OF

THINGS*

Industry 4.0

Car IT

Smart Energy

Smart Health

© PAC

Internet of Things SITSI® Research Cluster

© PAC

SITSI® cluster “Internet of Things”


Market volumes & growth

rates

(2 years back,

4-year forecast)

Local & global insight reports (20-50 pages) based on PAC’s opinion-driven analysis & 5-year trend outlook

Top 10-20 vendor

rankings

(based on global,

regional or local

revenue estimates)

MARKET FIGURES & FORECASTS MARKET REPORTS

Internet of Things by segments1 Global Market InSight Reports & Research Notes

§  Industry 4.0 §  Connected Car/ Car IT §  Smart Energy §  Smart Health

§  Market figures matrix by technology domain, market segment and IoT segment2

§  2016: 3-4 new global reports on hot topics: §  Vendor Positioning – IoT by Topics (based on the graphs in our presentations for I40,

Connected Car, Energy, Health) §  Data Scientist in IoT – What does this mean in terms of new skillset requirements? §  IoT Trends: Status Quo, Trends & Visions

§  Reports published in 2015:

§  The Impact of the Internet of Things on SITS Markets - Market InSight – Worldwide (12/2014)

§  Security for the Internet of Things – Market InSight – Worldwide (2015) §  Industry 4.0 and Supply Chain Management – Market InBrief – Worldwide (2015) §  Industry 4.0 and Collaboration – Market InBrief – Worldwide (2015) §  The Critical Role of Software Platforms for the Internet of Things – Market InSight –

Worldwide (2015) §  Internet of Things: Positioning Strategies of Technology, Software and Service Vendors -

Market InSight – Worldwide (2015)

VENDOR RANKINGS

No rankings planned. Dedicated supplier and use case database: PAC Innovation Register (outside SITSI® but free access for SITSI® customers)

VENDOR REPORTS Local Market InSight Reports & Research Notes

§  5 global vendor profiles on market leaders §  5 global vendor profiles on rising stars

§  2016: new local reports on hot topics in DE, FR and the UK: §  Smart Meter Rollout Across Germany – Market InBrief – Germany §  Industry 4.0: Status Quo and Relevance for German SMBs – Market InBrief – Germany §  Analysis of Smart Cities in the UK §  Analysis of Industrial IoT Use Cases in the UK §  Investment and Start-up Ecosystem in IoT in the UK §  The Role of PLM in the IoT Context §  Analysis of Connected Car Case Studies in Germany §  Analysis of Industrial IoT/Industry 4.0 Cases Studies in Germany §  IoT: What we found out / News from the Hanover Fair §  Industrial IoT/I40: From Digital Manufacturing to Smart Products/Services §  Industrial IoT in France §  Analysis of Case Studies IoT in France

•  Report published in 2015:

§  2015 How to Grow with the Internet of Things – Market InBrief – Germany

1 Available for all 31 SITSI® countries and five regions 2 Available for Germany, the UK, France, Western Europe,

Americas, APAC

Global vendor profiles

(10-20 pages)

WW MARKET FIGURES STARTING IN 2016

© PAC

PAC’s Internet of Things team


Andreas Zilch

Senior Vice President PAC Germany

Industrial IoT/ Industry 4.0

Franck Nassah

Senior Vice President PAC France


Stefanie Naujoks

Analyst PAC Germany


Klaus Holzhauser

Partner Managing Director PAC Germany

Connected Car


Joachim Hackmann

Principal Consultant PAC Germany

Smart Energy


Eugene Schwab

Managing Director PAC Romania


Smart Energy

Michael Sailer

Analyst PAC Germany

Connected Car

Friedhelm Barczik

Research Fellow Industry 4.0 PAC Germany


Martin Barnreiter

Principal Consultant PAC Germany

Smart Health

David Gautier

Senior Consultant PAC France Smart Health

Bogdan Cotovelea

Consultant PAC Romania


Smart Health

Milos Milojevic

Industry Analyst PAC UK Smart Cities


© PAC

Internet of Things Definition & Segmentation

© PAC

Digitalization – PAC’s views


Digital transformation is the adaptation of a company’s value proposition and operational model to the fundamental changes brought about by digital technologies. Digital transformation requires changes to a company’s strategy and operational model: rethinking organizational structures, business processes, value chains, and technology. And it requires a dynamic business culture of innovation, participation, and collaboration.

Digital enterprise

Digitalization = digital transformation

Internet of Things

Digital enterprise focuses on fundamentally reshaping and optimizing interactions with customers via digital channels such as web, mobile, or social media. Interactions may include content and applications, sales and commercial activities, marketing, as well as customer service.

The Internet of Things (IoT) will bring digital transformation to the production processes and the end products of companies in many different industries. By adding local intelligence to products and machines and by providing holistic platforms for data aggregation and analysis, companies will be able to transform their business models and provide new high-value services to their customers.

PAC differentiates between two aspects of digitalization: changes in customer experience, as addressed in our Digital Enterprise cluster, and new opportunities at production and product levels, as addressed in our IoT cluster.

© PAC

Digital enterprise


Digital enterprise

Topics

Digital workplace (employee-centric)

SITS markets

Software Services

Digital transformation (customer-centric)

Workplace management & transformation

Enterprise mobility

Social collaboration

Omni-channel marketing & commerce solutions

Digital customer experience & service

Customer analytics

Enterprise content management

Digital integration platforms

Unified communications & collaboration

Digital content & applications Digital sales & commerce

Digital marketing Digital customer experience & service

Digital consulting Digital technology implementation

Digital technology integration Digital operations and management

© PAC

Internet of Things


Internet of Things

Vertical markets

Industry 4.0 Connected Car Smart Energy Smart Healthcare ...

Technology domains

Local intelligence Vertical integration Horizontal integration HMI Security

IT markets

Hardware Software Services Others

© PAC

IoT – value flow / value chain


Companies in these areas

buy/spend on …

Hardware

Software

Services

Personal & Miscellaneous

Industry 4.0

Connected Car

Smart Energy

Smart Healthcare

à Equipment manufacturers à All manufacturing industries

à Vehicle manufacturers (OEM, T1) à Ecosystems (transport, etc.)

à Equipment manufacturers à Utilities

à Equipment manufacturers à Healthcare providers

à Equipment, components, appliances

à Telecom & IT hardware

à Commercial software vendors à OS, tools, middleware, business &

technical applications

à Project services, outsourcing, connectivity

à Business, IT & engineering services

à  Internal personal expenditures à Additional overhead costs (e.g.

rents, energy, etc.)

© PAC

PAC research cluster – focus markets


Usage of IoT-related technologies in order to increase the efficiency & quality of manufacturing production processes. Other terms: Digital Factory, Smart Factory

Integration of information technology, computing resources and external data-based services in vehicles (private, commercial). Other terms: Car-IT, Car-to-X, Car-to-Car

Usage of embedded systems and artificial network utilization analytics in order to develop an efficient end-to-end energy management system Other terms: Smart Grid, Smart Meters

Usage of IoT-related technologies in order to make healthcare equipment, devices, facilities and processes more accurate, reliable and efficient for medical and private users. Other terms: eHealth, Personal Health

Industry 4.0 Connected Car

Smart Energy Smart Healthcare

© PAC



Usage of IoT-related technologies in order to increase the efficiency and quality of manufacturing production processes Includes, among others, the following use cases:

Predictive maintenance

Predictive maintenance comprises the entry, processing and storage of machine and device data to predict downtimes, identify quality and process-related issues, and control maintenance and repair work in a cost-optimized way.

Cloud-based control technology

Centralized & scalable computing power for connected industrial machines & shop floor management.

Optimized machine set up

Location-based service in order to enable just-in-time provision of production means

Advanced personnel planning in production

Self-service personnel planning with mobile devices

Flexible assembly lines

Components and machines act autonomously in the production line; enabling a flexible organization of production processes for each product

Remote machine management

Remote machine management by manufacturer; machinery remains asset of manufacturer; customers acquire machinery service

Augmented reality-based field services

Support of field service staff by intelligent devices (e.g. wearables) and augmented-reality technologies in order to enable maintenance and repair tasks for all types of equipment regardless of staff qualification

Advanced documentation for quality assurance

Gesture/voice-based documentation technologies for quality control processes

Industry 4.0

Use case Description Use case Description

© PAC



Infotainment Entertainment and office functionalities provided over-the-air in the vehicle

Remote access External access to basic car management functionalities (lock, window, heater) by mobile device

Concierge Vehicle reacts on voice-based commands from driver and performs basic services, such as reservations, info, search

Health monitoring Monitoring of driver & vehicle condition in order to prevent critical traffic situations & vehicle breakdowns

Car-to-X communication

Communication of vehicles with environment (other vehicles, third parties) for distance control, breaking support, exchange of traffic information

Connected ADAS Advanced warning systems, information exchange on infrastructure conditions, live HD mapping

Pay-as-you-drive Car insurance programs that can be booked ad hoc and remain valid only whilst driving

Autonomous driving Vehicles driving autonomously without human interaction

Integration of information technology, computing resources and external, data-based services in vehicles (private, commercial) Includes, among others, the following use cases:

Connected Car


© PAC



Usage of embedded systems and artificial network utilization analytics in order to develop an efficient end-to-end energy management system Includes, among others, the following use cases:

Load forecasting Calculation models in order to determine energy load forecasting, and to determine usage based on weather conditions

Smart metering Energy management as a service for industrial customers and public organizations

Smart home Intelligent and remote energy management for private households

Smart grids Provision, management and operation of intelligent energy grids that balance energy usage over time and space (cross-border)

Smart Energy


© PAC



Usage of IoT-related technologies in order to make healthcare equipment, devices, facilities and processes more accurate, reliable and efficient for medical and private users Includes, among others, the following use cases:

Telemedicine

Connecting entities in medical processes (such as patients, doctors, laboratories, etc.); exchange of medical data and video-based consultancy/collaboration

Personal health Wearable devices that collect personal health data and enable monitoring of health status/ improvement process

Smart medical devices

Medical devices (in-body, out-of-body) equipped with intelligence & communication technology in order to enable remote control and autonomous reaction on health conditions

Home assisted living

Private homes equipped with sensors and communication technology in order to monitor emergency situations

Smart Healthcare


© PAC



The Internet of Things enables further markets and use cases in other industries such as manufacturing, banking, the public sector, telecom, retail, professional services and transportation. PAC summarizes these use cases under “Others”. Includes, among others, the following use cases:

Manufacturing Smart farming

Manufacturing Intelligent products & services

Manufacturing Smart escalators

Manufacturing Robotics

Banking Bank of Things

Public sector Smart city

Public sector Infrastructure management

Telecom Telecom grid management

Retail Dash-based shopping

Retail RFID-based services

Retail Smart shelves

Professional services Location-based services

Transport Vehicle condition monitoring

Transport Fleet management

Transport Smart warehouses

Transport Smart public transportation

Others

Sector Use case Sector Use case

© PAC

Internet of Things – technology domains


Local intelligence

Horizontal integration

Human-machine

interaction

Vertical integration

Artificial intelligence

Embedded systems

Actuators, ECU

Sensors

Oth

ers

Analytics

Industry-specific MIS

SCADA

ERP/ CRM/ PLM/ MES

Oth

ers

Supply chain management

Mobility

M2M connectivity

Machine cloud platform O

ther

s

Roles & processes

I/O design

Interfaces

Oth

ers

End-to-end security

© PAC

Local intelligence


Activities around enabling data capturing, processing and response on local device (things)

Technology Description Hardware Software Services

Sensors Sensors for temperature, pressure, humidity, gas, acceleration, gravity, vibration, sound, electrical fields, GPS

Physical sensors (analog, digital) Virtual sensors Infrastructure services

Actuators & chips

Electronic components, integrated circuits or monolithic integrated circuits on small plates of semiconductor material ("chips") , being able to receive and act based on information and commands.

Actuators, integrated circuits (IC), microprocessors, storage, microcontrollers

Software on chip Infrastructure services

Embedded systems

An embedded computer system with a dedicated function within a larger mechanical or electrical system, often with real-time computing requirements.

Chipsets, control units OS, middleware, tools Application services, infrastructure services

Artificial intelligence

Artificial intelligence (AI) is the intelligence exhibited by machines or software.

Industrial PCs, IT hardware, appliances OS, middleware, tools Application services,

infrastructure services

© PAC

Vertical integration


Activities around connecting intelligent devices to the vertical IT layer (commercial, technical IT back-end systems) within a company; enabling back-end systems to understand machine data


ERP/ CRM/ PLM

Extending existing ERP/ CRM/ PLM systems or developing new solutions in order to read, store and process machine data within corporate business processes

IT hardware (server, storage, network)

ERP/ CRM/ PLM applications

Application services, infrastructure services

MES

Extending existing MES systems or developing new solutions in order to read, store and process machine data and make this data available for business decisions

IT hardware (server, storage, network) MES applications Application services,

infrastructure services

SCADA

Custom-specific solutions for automating industrial production processes, energy production and distribution, medical backend systems and transportation

Industrial PCs, IT hardware, appliances

OS, middleware, tools, platforms, horizontal/ vertical business apps


Industry-specific MIS

Industry-specific management information systems for dedicated purposes, such as hospital information systems or value-added services (Connected Car)


Horizontal business applications/ BI


Analytics Aggregating, storing and analyzing data (from machines, humans, other systems) in order to gain business insights


Horizontal business applications/ BI


© PAC

Horizontal integration


Activities around the horizontal integration of local (intelligent) devices and back-end systems within one or multiple organizations


Machine cloud platform

Providing a cloud-based infrastructure platform between sensors/ embedded systems and back-end systems for connectivity, data integration and storage


Virtualization engines & environment, cloud/IaaS platforms

Cloud integration, operation

M2M connectivity Focus on machine-to-machine: connectivity enablement, operation, SIM card integration

IT hardware (server, storage, network), telecom hardware

OS, middleware, tools, platforms

Application services, infrastructure services, telecom service

Mobility Focus on human-to-machine (or human-to-human): mobile workplace, mobile processes (apps), mobile device & apps management


OS, middleware, tools, platforms, mobile business apps


SCM

Connecting IT systems/ processes across different stakeholders within a horizontal supply chain including sourcing and trade processes

Industrial PCs, IT hardware, appliances

OS, middleware, tools, platforms, horizontal/ vertical business apps


Service integration IT service/ engineering service orchestration & management including partner management and supplier orchestration




© PAC

Human-machine interaction


Activities around the definition and development of new human-machine interfaces & interactions


Interfaces Design and implementation of human machine interfaces; machine data extraction interfaces

Panels, exchange interfaces


Consulting & systems integration

I/O design Design of new I/O concepts (e.g. augmented reality, cognitive control) n/a Tools, platforms Consulting & systems

integration

Roles & processes

Design and implementation of new business processes around IoT technologies / the adjustment of existing business processes to new IoT-based opportunities

n/a Tools, platforms, applications Consulting, training

© PAC

Security


Providing end-to-end security measures for IoT use cases


Data (content) security

Security measures including encryption, cryptography and digital signature solutions, public key infrastructure solutions, digital rights management solutions, content filtering and anti-spam, data loss/leak prevention, secure data deletion, secure archiving as well as data recovery solutions


Middleware, tools, platforms


Applications security

Includes application security design, coding development and testing


Middleware, tools, platforms Application services

Infrastructure (network) security

Includes system and network security software (firewalls, antivirus, intrusion detection, tracking and tracing), terminal security (fixed or mobile) solutions and endpoint hardening solutions, vulnerability scanners as well as secure communications: email, phone, video conferencing and messaging systems


OS, Middleware, tools, platforms, applications


© PAC

Internet of Things – market segments


IT MARKET

SOFTWARE PRODUCTS

HARDWARE

IT SERVICES

SOFTWARE & IT SERVICES (SITS)

SAAS SOFTWARE

INFRASTRUCTURE SOFTWARE & PLATFORMS

APPLICATION SOFTWARE PRODUCTS

Horizontal Business Applications

Technical Applications

Operating Systems

Network, System and Storage

Management

Office & Collaboration

Enterprise Content Management

Business Intelligence

BUSINESS PROCESS

OUTSOURCING

INFRASTRUCTURE- RELATED

SERVICES

APPLICATION RELATED SERVICES

Application Management

IT EXPENDITURE

Hardware Expenditure Personnel Expenditure Miscellaneous Expenditure SITS Expenditure

Security

Middleware Vertical

Business Applications

Infrastructure Related

Project Services2

Infrastructure Outsourcing Services3

1 Hardware Maintenance; Field Services, Service Desk 2 Consulting; System Integration 3 End-user Devices Outsourcing; Server Outsourcing & Hosting

Application-related Project Services2

Infrastructure Support

Services1

pac research cluster “internet of...

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