INDUSTRY DAY - Welcome

Machina Research

Emil Berthelsen, Principal AnalystCrowne Plaza Hotel, Belgrade, SerbiaJune 1, 2016

Some of our clients

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Four IoT technology vectors which are transforming markets and behaviours

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Source: Machina Research, 2016

These transformations include fundamental industry disruptions and new alignments

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Enterprise IoT

Impact will be pervasive: in products, process, people, performance, platforms & partners

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Source: Machina Research, 2016

How M2M and IoT have evolved, and how IoT enabling technologies displaces M2M

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Costs

Revenues

Customer experience

Differentiated service

Operational performance

Costs

Revenues

Customer experience

Operational performance

Costs

Operational performance

Costs

Operational performance

Customer experience

M2M connections

Source: Machina Research, 2015

IoT connections

M2M and IoT will transform many industries and will impact all businesses

Internet of Things (IoT)

Internet of Things (IoT) is the network of physical objects or things, digitalising information about the environment, and exchanging that data across the existing internet structure.

Industrial IoTAn internet of things, machines, computers and people enabling intelligent industrial operations and using advanced data analytics for transformational business outcomes. (IIC, 2015)

Enterprise IoTSmarter, connected industrial devices and products, capturing, sharing and processing data about the environment, and integrating this analysed data in enterprise architectures and systems. (Machina Research, 2016)

Consumer IoT Smarter, connected consumer products, capturing, sharing and processing data for consumer benefits. Wearables, smart home devices, and so on.

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Machine-to-machine (M2M)

Connections to remote sensing, monitoring and actuating devices, together with associated aggregation devices (Machina Research, 2011)

Source: Machina Research, 2016

Industrie 4.0Smart industry or “INDUSTRIE 4.0” refers to the technological evolution from embedded systems to cyber-physical systems networked with IoT and IoT services in design, manufacturing and management of products.

IoT Strategic

Setting

IoT Business Model

IoT Opportunity

Identification

IoT Technology Enablers

IoT Opportunity Management

IoT Data & Analytics

IoT Roadmap

IoT Devices & ConnectivityIoT Platforms &

Enablement

IoT Project Initiation

Your worksh

opIoT

Strategic SettingIoT

Devices & Connectivi

tyIoT

Platforms &

Enablemen

t

IoT Opportunit

y Identificati

on IoT

Project

Initiation

Workshop configured to the needs of your business

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Your needs(4 to 5

modules)Ensuri

ng strate

gic alignment

Securing

detailed

insights

about IoT

connectivity

Exploring

platform

options

Identifying IoT

application optio

ns

Confirming

project

checklist for start up

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Thank you.

Emil BerthelsenPrincipal Analystemil.berthelsen@machinaresearch.com

Introducing Machina Research

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About Machina Research

• Machina Research is the world’s leading provider of market intelligence and strategic insight on the rapidly emerging Machine-to-Machine (M2M), Internet of Things and Big Data opportunities.

• We provide market intelligence and strategic insight to help our clients maximise opportunities from these rapidly emerging markets. If your company is a mobile network operator, device vendor, infrastructure vendor, service provider or potential end user in the M2M, IoT, or Big Data space, we can help.

• We work in two ways:o Our Advisory Service consists of a set of

Research Streams covering all aspects of M2M and IoT. Subscriptions to these multi-client services comprise Reports, Research Notes, Forecasts, Strategy Briefings and Analyst Enquiry.

o Our Custom Research and Consulting team is available to meet your specific research requirements. This might include business case analysis, go-to-market strategies, sales support or marketing/white papers.

• The company was founded in 2011 by Matt Hatton and Jim Morrish, two experienced industry analysts and the team has grown substantially since then.

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Phil ToddDirector of ResearchIoT research content

management

Gwenn LarssonPrincipal Consultant

Enterprise IoT consulting

Machina Research’s Thought Leaders

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Jim MorrishFounder & Chief Research Officer

Enterprise IoT, M2M application software, M2M & IoT platforms

Emil BerthelsenPrincipal Analyst

Enterprise IoT, big data, mobile enterprise application platforms, procurement, SLAs, QoS

Andy CastonguayPrincipal Analyst

Americas, M2M/IoT devices & modules, wearables, healthcare

Emma BucklandPrincipal Analyst

M2M forecasts, consumer electronics, connected living, regulation

Matt HattonFounder & Chief Executive OfficerOperator M2M and IoT strategies,

channels, M2M technologies, regulation

Godfrey ChuaPrincipal Analyst

Americas, carrier strategies, industrial, connected home and workplace

Jeremy GreenPrincipal Analyst

Smart Cities, M2M and IoT technology ecosystem, key IoT players

Margaret RankenPrincipal Analyst

Connected home, connected buildings, smart cities

Aapo MarkkanenPrincipal Analyst

Access network technologies, Low Power Wide Area (LPWA)

Isabel ChapmanPrincipal Analyst

Enterprise IoT, software and middleware platforms

Matt ArnottAnalyst

IoT forecasts and application spotlights

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Industrial & Enterprise IoT

M2M & IoT Regulation

M2M Strategies

IoT Strategies

IoT Forecasts

Smarter Cars Smart Cities

Advisory Service Research Streams

The Machina Research Advisory Service Comprises 7 Research Streams

• M2M Strategies and IoT Strategies pull together our horizontal expertise, supported by M2M & IoT Regulation • Forecasts and application analysis for our five ‘Connected’ verticals (Cars, Cities, Health, Industry and Living & Working)

consolidated in the IoT Forecast Research Stream• Smarter Cars, Smart Cities and Industrial & Enterprise IoT Research Streams delve deep into addressing the requirements,

opportunities and challenges of car manufacturers, city managers and enterprises as they deploy IoT

Research Streams

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IoT StrategiesAnalysis of the evolution and impact of the emerging concept of the Internet of Things. Topics covered include software platforms, application development, data management, machine learning, monetisation, trusted third parties and key players in this new emerging field.

M2M StrategiesCovering commercial and technical best practice in all aspects of the provision of connected solutions, including devices, networks and service providers. Covers topics such as new technologies, Communications Service Provider strategies, standards, value chain positioning, pricing and M&A.

M2M & IoT Regulation

Country-by-country analysis of the regulatory issues relevant to M2M and IoT. Each country profile examines issues such as licensing, roaming (including permanent roaming), numbering, spectrum availability, and data sovereignty. Also includes analysis of overall trends.

Smarter CarsFocuses on key issues for the evolving connected car, including analysis of operating systems, OEM strategies, new business models, alternative vehicle-related applications and new developments such as autonomous driving.

Smart CitiesLooks at smart city initiatives from the perspective of the would-be user. Provides city managers with analysis of smart cities overall, recommendations over thresholds and context for deployment of different smart city applications, best practice for implementation and case studies of deployments.

Industrial & Enterprise IoT

Examines how enterprises should prioritise and approach selecting and implementing IoT applications and solutions in various domains. Explores the potential partnerships and collaborations, enabling (data) technologies and protocols, and how enterprises can secure IoT solutions with SLAs.

IoT ForecastsOur comprehensive quantitative guide to the growth of the Internet of Things, featuring forecasts of connections, technology, traffic and revenue for 200 countries across all 57 application groups covered in our 5 ‘Connected’ verticals: Cars, Cities, Health, Industry and Living & Working.