How Cable and Telcos support large-scale IoT Perspectives and Strategies from NarrowNet SIGFOX Network Operator Enrique Zorzano IoT Week Lisbon, Industry Day, 17 th June 2015
How Cable and Telcos support large-scale IoT
How Cable and Telcos support large-scale IoT Questions? - The Playing field will change in the near future.? - Cable and Telco will offer just connectivity? - Cable and Telco will be alone in this new market?. - Are there opportunities for players other than Cable and Telcos?
Market Analisys
Today 80 40 14b connected objects 0 2010 2014
Tomorrow 80 40 20b connected objects 0 2010 2014 2020
$450bn devices $19 trillion The market for connected devices will reach $450bn in 2022 1.5 trillion devices There are about 20 billion IoT devices out there today, but that number will grow to 1.5 trillion by 2020 Internet of things is a $19 trillion opportunity $3.2bn Google buys Nest for $3.2 billion to build a strong team for the internet of things $200m (1) $112m PTC buys ThingWorx, a B2B software platform designed to build and run M2M and IoT-based applications, for c.$112m Samsung buys SmartThings, a B2C application allowing to control everyday home appliances over the internet, for $200m By 2020 28bn devices $300bn IoT will generate $300bn in revenue by 2020 Note: (1) Estimation (amount not disclosed) Sources: Press, Companies 1bn 6bn. 28bn
Predictions 80 Networked Everything Networked Verticals Industries 40 Networked Consumer Electronics 3 rd Wave 1 st Wave 2 nd Wave 0 2010 2014 2017 2020 80 billion connected devices in 2020
Global Business Value 2015-2020 Trillion 3,5 Euros 2010 2014 2020
Tomorrow 80 40 New Technologies 60b connected objects Current technologies 20b connected objects 0 2010 2014 2020
Technology Bit Rate vs. Battery Life NEXT STEP Source: Analysys Mason (2015) Decades
How Cable and Telcos support large-scale IoT Questions? - The Playing field will change in the near future.? Seems Yes
How Cable and Telcos support large-scale IoT Questions? - Cable and Telco will offer just connectivity?
Technology Threat or Opportunity for Communication Service Providers? Greater revenues can be generated by offering a full portfolio of connectivity solutions (both low and high-value connections) and by offering more than just connectivity. Source: Analysys Mason (2015)
How Cable and Telcos support large-scale IoT Questions? - Cable and Telco will be alone in this new market?. Seems Not
How Cable and Telcos support large-scale IoT Questions? - Are there opportunities for players other than Cable and Telcos?
Are there opportunities for players other than Cable and Telcos? There is an opportunity of more than 80b connected objects There is an opportunity for everyone
Business Options
Why the market will grow? 80 40 New Technologies 60b connected objects Current technologies 20b connected objects 0 2010 2014 2020
How Cable and Telcos support large-scale IoT? 1. Cable and Telco Companies will be satisfied with 20b connected objects 2. New technologies will be developed by Cable and Telco Companies 3. Existing New Technologies will be used by Cable and Telco Companies
SIGFOX
SIGFOX is the only global, operated, cellular network dedicated to the Internet of Things
Main Features Years-to-decades of battery life Long Range Easy, standards-based integration Lowest-cost connectivity
Main Features Optimized for two-way, small-messages exchanges Out-of-the-box connectivity Complementary to 2/3/4G Worldwide rolling out
Technology Key Differentiators Bit rate Type of device Typical message size Energy consumption Hardware cost Communication cost Ideal for VERY Low VERY Simple VERY Small VERY Low VERY Low VERY Low MANY Things + Small Messages High Complex Large High High Low-High People + Large Messages
Network Topology Sensors Network Cloud Apps
Coverage 60 countries 5 years
NarrowNet
NarrowNet is the SIGFOX Network Operator in Portugal.
Use Cases
Smart Cities Monitoring Source Water Quality
Smart Cities Smart Parking
Smart Cities Waste Management
Precision Agriculture Monitoring soil parameters in difficult-to-access locations
Tracking Assets Animals People
SIGFOX-NarrowNet Potential Operator?
SIGFOX-NarrowNet Potential Operator? No.
LPWAN Threat or Opportunity?
NarrowNet Positioning - Market: M2M - Target: Boost M2M Market - Strategy: Complementary Solutions - Philosophy: Open doors
LPWAN Opportunity for Cable and Telcos
Opportunity for Cable and Telcos - New technologies will allow Real Large Scale - Impossible Applications become possible - Applications, never imagined will be a reality - A bigger market will bring benefits to all competitors
How Cable and Telcos support large-scale IoT? Tomorrow. 80 40 New Technologies 60b connected objects Current technologies 20b Object connected 0 2010 2014 2020
Market M2M 2015 26b Objects
Market M2M 2015 26b Objects A B C
Market M2M 2020 A B C
Market M2M 2020 A+ A B+ B C C+
Opportunities 80 New Technologies 40 Current Technologies 40b objects 25b objects 20b objects 0 2010 2014 2020
If you want something new, you have to stop doing something old. Peter F. Drucker