What is the Internet of Things (not)? Nest thermostat integrates many data sources to drive action IoT products create value by making sense of data IoT developers become increasingly data-centric Devices are just part of the story, IoT is all about... Consumer market or enterprise market? 2007: Enterprises are the obvious opportunity for smartphones 2015: Consumer technology becomes enterprise technology Consumer technology boosts clinical trials Cities opt for traffic data generated by... citizens Drone innovation: made for enthusiasts, used in enterprises IoT developer ecosystems are emerging consumer-first IoT is in 2008 in smartphone years The era of standalone products is over Some other things that exchange data with Nest The boundaries between verticals are making less and less sense IoT developers are flocking to open platforms in all verticals

1. IoT Megatrends the hidden forces that shape the future of Internet of Things
© 2015 VisionMobile.com
March, 2015
IoT{Accelerate}Berlin

2. survey trends across
10,000+ app developers
largest ever developer survey
VisionMobile|theanalystsofthedevelopereconomy
We
help
companies
understand
developers
and
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ecosystems
target the right
developer segments
unique segmentation methodology
measure and improve your
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track technology usage and awareness across
100,000s of apps
clients
trusted by the top names in tech

3. Breaking free of Internet and Things
Data is the new currency
Consumers outweigh the CIO
Everyone will be a developer
http://vmob.me/IoT15Megatrends
4,000+ IoT developers surveyed
120 countries
50+ IoT platforms examined and segmented
16 IoT platforms fully profiled
7 vertical IoT markets mapped
http://vmob.me/IoT15
3

4. © 2015 VisionMobile
WhatistheInternetofThings(not)?
A connected thermostat…
… with an app?
4

5. © 2015 VisionMobile
This is a thermostat too,
but it’s smarter…
5

6. © 2015 VisionMobile6
Nestthermostatintegratesmanydatasourcestodriveaction
Knowledge Action
Weather
Presence
COx alerts
Electricity
usage peaks
User settings

7. © 2015 VisionMobile
IoTproductscreatevaluebymakingsenseofdata
(wearables)
Sensors to track
your activity
Visualize my
wellness and
nudge me
to get fitter
Learning,
environment-aware
thermostat
Turn the heating
off when all family
members have
left home
(Smart Home)
(Connected Car)
Bluetooth dongle
reading
vehicle data
Call emergency
services and loved
ones when
I’m in an accident
data
(Smart City)
Sensors in the
road surface
Find an empty
parking spot
quickly, without
frustration
7
data
data
data

8. © 2015 VisionMobile8
%ofIoTdevelopers(n=3,193)
IoTdevelopersbecomeincreasinglydata-centric
App makers
e.g. smartwatch apps,
Smart Home scenarios
Device makers
e.g. fitness bands
Data-centric
e.g. smart home hub,
health apps, Smart City,
system integrators,
community projects
All
IoT
developers
doing
this
type
of
project
Dedicated
to
this
type
of
project

9. © 2015 VisionMobile
Connected
Device
Data Knowledge Action
9
value from dataraw materials
Source: VisionMobile IoT Megatrends
Devices are just part of the story,
IoT is about making sense of data

10. © 2015 VisionMobile
Consumermarketorenterprisemarket?

11. © 2015 VisionMobile
2007:Enterprisesaretheobviousopportunityforsmartphones
Enterprises have the money today, haven’t they?
Units shipped
(millions)
Focus on existing business users
Focus on well-understood needs
Attractive growth
iPhoneSource: VisionMobile
11
Not better for business users
Not faster to market
Not cheaper
Steve ballmer
CEO Microsoft in 2007
https://www.youtube.com/watch?v=eywi0h_Y5_U
“Let’s see how the
competition goes…”

12. © 2015 VisionMobile
2015:Consumertechnologybecomesenterprisetechnology
Units shipped
(millions)
iPhone Android iPadSource: VisionMobile
12

13. © 2015 VisionMobile
Consumertechnologyboostsclinicaltrials
13
Traditional clinical research
using paper
60,000 invites sent
300 sign-ups
Apple ResearchKit
using consumer smartphones
3,500 sign-ups
in 72 hours

14. © 2015 VisionMobile
Citiesoptfortrafficdatageneratedby…citizens
14
“Smart” City technology
expensive road sensor network
with limited geographical reach
Waze Connected Citizen program
data exchange program
20+ cities and regions already participating
Barcelona, Boston, Budapest, Catalonia, Florida , Iowa , Jakarta,
Kentucky , Latvia , Los Angeles, Massachusetts , New York City,
Oregon, Petropolis, Puebla, Rio De Janeiro, San José, Sydney,
Tel Aviv, Utah, Vitoria, Washington

15. © 2015 VisionMobile
Droneinnovation:madeforenthusiasts,usedinenterprises
15
"The Phantom was simple enough for
beginners, but powerful enough to
interest serious hobbyists, professional
photographers, and filmmakers.“
Expensive and complex
solutions
available to few
Cheap and simple solutions
available to many

16. © 2015 VisionMobile
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Smart
Home
Wearables
Retail
Industrial
IOT
Connected
Car
Smart
City
Medical
Currently
targeMng
Planning
to
target
IoTdeveloperecosystemsareemergingconsumer-first
16
Consumer
B2B

17. © 2015 VisionMobile
IoTisin2008insmartphoneyears
Units shipped
(millions)
Source: VisionMobile
17
IoT is here
in terms of market evolution

18. © 2015 VisionMobile
Incubate technology and business models
in the consumer market,
in order to win in the enterprise market
18

19. © 2015 VisionMobile
Theeraofstandaloneproductsisover

20. © 2015 VisionMobile20
Nestdrivesactionbymashingmanydatasources
Knowledge Action
Weather
Presence
COx alerts
Electricity
usage peaks
User settings

21. © 2015 VisionMobile21
SomeotherthingsthatexchangedatawithNest
https://developer.nest.com/

22. © 2015 VisionMobile
Theboundariesbetweenverticalsaremakinglessandlesssense
It’s not Smart Home or Smart Car, but Smart Life
http://www.cnet.com/how-to/how-to-control-your-smart-home-using-your-car/22

23. © 2015 VisionMobile
IoTdevelopersareflockingtoopenplatformsinallverticals
Thebeginningofnetworkeffectsandwinner-take-alloutcomes?
23
HomeKit
WatchKit
HealthKit
Google Fit
Smart
Home
Wearables
Health &
Wellness
Connected
Car

24. © 2015 VisionMobile24

25. © 2015 VisionMobile
Create cross-vertical integrations
and
open your product to others
25

26. Track developer trends Slice and dice data your way
with
VisionMobile’s
Databoard
service
Talk
to us
Work
With us
If
you
could
speak
to
10,000
app
developers,
what
would
you
ask
them?
Michael Vakulenko
strategy director
michael@visionmobile.com
@mvakulenko