M2M for slideshare

M2MBusiness models and opportunities

How big is the market?• Over 100 million now

– Berg Insight

• 50 billion by 2020– Ericsson

• 225 million connections by 2014 – Cisco –who also say 50 billion by 2020

• 4.3 billion connections by 2020– Strategy Analytics

• 24 billion connections by 2020– GSMA and Machina Research

• $4.5 trillion by 2020– GSMA and Machina Research

“50 billion is more likely to be the number of devices that are ‘internet capable’. The question is ‘will society allow it?’” Mike Short, VP, Telefonica

BIGConclusion…

Exciting

Scary

What will affect the market?

• Society – human behaviour• Timing – chicken and egg• Security and trust• The right partnership choices – partly trust issue• Human/machine interaction and prioritisation• The right technology and infrastructure

Enterprise =/= Consumer

Big Data

Spare a thought for the carrier

1 million vehicles, 14,000 metrics, $8 billion maintenance – are they a vehicle or data management company

Roaming Camel?

M2M roaming is a serious issue

Things we know

• Human behaviour will make it invisible• The eco-system is not complicated• There is no single model• There are many verticals– Health, buildings, auto, advertising, monitoring, spying

• No reason for it to be different

Not just ONE device

Not just ONE market

Source: Machina Research

Not just ONE market

Source: Machina Research

Roles• Telcos• Service providers• MVNOs• Suppliers• Advertisers

• Security• Provisioning• Monitoring and reporting• Billing

Note to self:Insert funny picture of cloud

What is actually different?

• M2M is a great cultural fit• The models will not be massively different• Different collaboration and partnerships– Who is the customer? Who is the provider of service?

• Scale will be vital

Show me the money!

Connected Home

Connected Family

Nice to have

Health and others

Commercial

value

?Show me the money!

Connected Home

Connected Family

Nice to have

Health and others

Commercial

Greatest value – bundles, special

offers, Part of Home – safety, security,

health

Vertical markets – health, auto, travel

Gadgets

Fleet management, temperature, security,

performance management

Customer pays

Advertiser, product pays

Supplier pays

What are the barriers?

Is a telco prepared?

• M2M is a great cultural fit• The models will not be massively different• Collaboration and partnerships will be more• Scale will be vital

Is a telco prepared?

• M2M is a great cultural fit• The models will not be massively different• Collaboration and partnerships• Scale will be vital

The future

• M2M fragments – becomes part of different verticals• M2M disappears – stops being a market in itself• Expectations change – customers will expect ‘M2M’• The models change – from ‘value’ to ‘expected’

Read this: Stanford University and wipro

Resources• Telco 2.0

– http://www.telco2research.com/categories/m2m

• Ericsson Labs– https://labs.ericsson.com/developer-community/blog/internet-things-comes-alive

-smart-objects-interoperability

• Telecom Engine– http://www.telecomengine.com/article/reports-china-leads-m2m-connectivity-

boom

• Pyramid Research– http

://www.pyramidresearch.com/store/operator-m2m-success-and-flexible-pricing.htm?sc=SM0409_M2M

• Machina Research– http://www.machinaresearch.com/

#M2M

Recent news• M2M Data to Be Value-added Service for Telcos, Says Frost & Sullivan

– http://www.prnewswire.co.uk/cgi/news/release?id=352540

• M2M partnership aims to boost remote healthcare– http://www.itpro.co.uk/639553/m2m-partnership-aims-to-boost-remote-healthcare

• Machina Research launches its M2M Leaderboard, ranking global MNOs– http://www.machinaresearch.com/sitebuildercontent/sitebuilderfiles/machina_research_press_release_m2mleaderboard_22Feb12.pdf

• Machina Research offers ten predictions for M2M in 2012– http://www.machinaresearch.com/10predictions.html

• Ford explains connected cars future– http://www.telecoms.com/40805/ford-explains-connected-cars-future/

• Business Impact of Connected Devices could be worth US$4.5 Trillion in 2020– http://www.mobileworldcongress.com/articles/mobile-world-congress-press-releases/connected-life.html

• Ericsson M2M solution supports fish farming project in China– https://labs.ericsson.com/developer-community/blog/ericsson-m2m-solution-supports-crab-farming-china

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