IoT 2018: What's Hot, What's Not & What's Next

IOT 2018
WHAT’S HOT, NOT, NEXTWHAT’S & WHAT’S
CHARLES REED ANDERSON
OPENING KEYNOTE
INTERNETOF THINGS WORLD ASIA
19 SEPTEMBER 2018

IOT…IT’S TIME FOR YOUR PERFORMANCE APPRAISAL
APPRAISAL PERIOD: 2014 - 2018
CHARLESREEDANDERSON.COM @CRASingapore

IOT’S 360 REVIEW THE VC VIEW
“IOT WOULD NOT HAVE A RATING.
IOT WOULD HAVE BEEN
OVER THE COURSE OF 20 QUARTERS…”
FIRED FOR CONSISTENT UNDERPERFORMANCE

IOT’S 360 REVIEW THE VENDOR VIEW
“MY FIRST RESPONSE WOULD BE TO FIRE IOT.
BUT THEN HR WOULD CONVINCE ME THE
HENCE, IOT IS ON PROBATION…”
OBJECTIVES SET WERE UNREALISTIC.

THE QUESTION
WERE OUR IOT
EXPECTATIONS
TOO HIGH?

THINK BACK TO 2014…
WHAT WERE YOUR
EXPECTATIONS?

30B
HOW BIG WILL IOT BE IN 2020?
THE INDUSTRY’S EXPECTATIONS
IOT CONNECTIONS IN 2020
VIEW IN 2014
25B
30B
VIEW IN 2018
20B
30B
IOT MARKET OPP IN 2020
VIEW IN 2014 VIEW IN 2018
$7.1T
$1.0T
86%
DECREASEIN THE
MARKET OPP
FORECAST

WHAT HAPPENED?
HYPE COMPLEX REALITY
LARGE INITIATIVES POCS
CAPEX OPEX

WHAT’S NEEDED?
OUR
EXPECTATIONS

OUR EXPECTATIONS MAY HAVE BEEN TOO HIGH…
…BUT HOW HAS IOT PERFORMED?

CHARLESREEDANDERSON.COM @CRASINGAPORE
WHAT’S
HOT

JAN 2018: CHINA’S SHARE
OF THE GLOBAL CELLULAR
IOT CONNECTIONS
46%
WHAT’S HOT #1 IOT IN CHINA
CHINA
MOBILE
32%
VODAFONE
11%
CHINA
TELECOM
5%
CHINA UNICOM
9%
AT&T
5%
OTHERS
36%
SOURCE: COUNTERPOINT RESEARCH, JAN 2018
GLOBAL CELLULAR IOT CONNECTION
MARKET SHARE

44
229
30
155
ACTIVE FIXED/MOBILE
IOT CONNECTIONS JUNE 2018
384M
74M
SOURCE: CHINA TELECOM & CHINA MOBILE INTERIMFINANCIAL RESULTS, H1 2018
OF CHINA MOBILE & CHINA
UNICOM’S IOT CONNECTIONS
WERE ADDED IN H1 2018
40%
CONNECTIONS
AS OF
DEC 2017
CONNECTIONS
ADDED DURING
H1 2018

FINANCIAL
VENDOR SUPPLY
GOV’T POLICY MARKETDEMAND
WHY IT WORKS WILL IT LAST?
1
BY 2023, 63% OF ALL CELLULAR IOT
CONNECTIONSGLOBALLY WILL BE IN
NORTH ASIA, PRIMARILY CHINA
SOURCE: ERICSSON MOBILITY REPORT, MAY 2018
2
AS OF JUNE 2018, THERE ARE ONLY
10M NB-IOT CONNECTIONS
GLOBALLY
SOURCE: HUAWEI, JUNE 2018
3
THE CHINESE GOVERNMENTSET A
TARGET OF 600M
NB-IOT CONNECTIONSBY 2020
SOURCE: CHINA MINISTRY OF INDUSTRY & IT, 2017

THE SMART CITY DILEMMA
WHERE IS
THE
BUDGET?
WHICH
SOLUTIONS/
USE CASES?
WHO CAN
DESIGN &
DEPLOY?
WHAT’S HOT #2 TAIPEI’S SMART CITY STRATEGY
HOW TO CREATE

GOVERNMENT AS A PLATFORM1
CITY AS A LIVING LAB2
GOVERNMENT
ENGAGED 30 GOV’T
AGENCIES
TOP DOWN
TECH VENDORS
PROACTIVELY ENGAGED
400+ICTVENDORS
BOTTOM UP
CITIZENS
CAPTURED NEEDS OF
30,000 CITIZENS
MKT DEMAND
INFRASTRUCTURE-CENTRIC &
CITIZEN-CENTIC
PROOF OF CONCEPTS FACILITATED
135
TAIPEI
SMART CITY
PMO

LEVERAGE
ASSETS & INFRA
FUNDING
ENGAGE THE
ECOSYSTEM
USE CASES
DON’T BLOCK,
FACILITATE
RESOURCES

WHAT’S
NOT

WHAT’S NOT #1 IOT STAKEHOLDER ENGAGEMENT

OF COMPANIES ENGAGE
SENIOR MANAGEMENT
AS STAKEHOLDERS
86%
SOURCE: ECOSYSTM, MAR 2018, N=1,217
THE GOOD…

PRODUCT/SERVICE
INNOVATION
COMPETITIVE
ADVANTAGE
ENHANCED CUSTOMER
EXPERIENCE
WORKFORCE
OPTIMISATION
COSTSAVINGS:
REDUCED OPERATING COSTS
PRODUCTTEAM
STRATEGY
MARKETING
OPERATIONS
FINANCE
WHAT BENEFITS
WILL IOT DELIVER?
WHICH STAKEHOLDERS
WILL YOU INVOLVE?
THE BAD…

OF COMPANIES ENGAGE
END USERS
AS STAKEHOLDERS
12%
…AND THE UGLY

WHAT’S
NEXT

WHAT’S NEXT #1 THE SIM REVOLUTION: ESIMS & VIRTUAL SIMS
EVOLUTION REVOLUTIONVS

SECURITY IS A SERIOUS CONCERN FOR POTENTIAL PARTNERS3
HIGH DATAPRICING DUE TO LOW VOLUMES2
LENGTHY, COUNTRY-BY-COUNTRYOPERATOR NEGOTIATIONS1
THE CHALLENGE
REVOLUTION
WHY WE NEED

GLOBAL MVNO CAPABILITIES (600+ MNOs)1
END-TO-END SECURITY3
LOWER DATACOSTS THROUTH TATA’S SCALE2
SEAMLESS CUSTOMER EXPERIENCE4

WHY THE
OPERATORS ARE
SCARED…

WHAT’S NEXT #2 DISRUPTIVE TECHNOLOGIES
TEMPURATURE
TOUCH
MOISTURE
PROXIMITY
THEFT DETECTION
DOOR/WINDOW OPEN
GATEWAY
BATTERY: 15 YEAR LIFE1
SECURITY: END TO END ENCRYPTION2
EASE OF USE: PLUG & PLAY3
RANGE: 50M IN/1000M OUTDOORS4
COVERAGE: GLOBAL THROUGH ESIM5

THIS IS THE
SO WHAT…

END TO END SOLUTION
COMPLEMENTARYTECHNOLOGY
EASE OF DEPLOYMENT
SUPPLY
REAL ESTATE
HEALTHCARE/ELDERLY CARE
INDUSTRY 4.0
DEMAND
SMALL SENSOR, SMALL PRICE
$5,000 PILOT PROGRAM
FOCUS IS OPEX, NOT CAPEX
PRICE

DECISION TIME HOW DO YOU RATE IOT’S PERFORMANCE?

IOT’S PERFORMANCE RATING: 2014 - 2018
IOT MAY BE A BUZZWORD, BUT IT IS NOT GOING AWAY

IOT’S PERFORMANCE IMPROVEMENT PLAN
1 IGNORE THE HYPE: OPPORTUNITIESEXIST, GO FIND THEM
2 COLLABORATE: TECHNOLOGY IS NOT HOLDING BACK IOT, WE ARE
3 TRACK CHINA: IT’S WHERE YOU’LL FIND THE USE CASES

CHARLESREEDANDERSON.COM
CRA@CHARLESREEDANDERSON.COM
@CRASINGAPORE
LINKEDIN.COM/IN/CHARLESREEDANDERSON

CHARLES REED ANDERSON is a globally-recognised IoT
industry thought leader who has presented at over 180 industry
events in recent years. He is renowned for his thought-provoking
presentations that not only deliver insights based on the latest
trends, but also provide guidance to both technical- and
business-minded audiences on how to avoid the potential pitfalls
of IoT solution deployment.
Charles has over 25 years’ experience in Asia, Europe and the US
advising technology vendors, enterprise customers and
government organisations on how to leverage emerging
technologies and solutions to drive business and digital
transformation initiatives.
Prior to starting his own firm, Charles led the Telecoms, Mobility
and IoT practices for IDC Asia/Pacific and has worked for leading
global operators including BT, Vodafone, and O2 (Telefonica).
Charles sits on the advisory boards of numerous IoT start-ups,
industry associations and event organisations. In addition, he is
active in Lean In’s Singapore Chapter and is the co-founder of
#HeForShe Singapore.
ABOUT CRA

IoT 2018: What's Hot, What's Not & What's Next

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IoT 2018: What's Hot, What's Not & What's Next