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Glen AllmendingerFounder and PresidentHarbor Research, Inc.
CABAIntelligent Buildings and Digital Home Forum
April 2014
The Internet of Things Is Upon Us
2
Hundreds of millions, then billions, of individuals and businesses, with billions of smart, communicating devices……
…….will change the way we work, learn and innovate
The Internet of Things and People Is Upon Us….
3
Managed Services
System Applications & Services
Networks & Network Services
Engineered “Smart” Products & Components
People/Vehicles
Personal Devices
Equip In Facility
“movable”
“mobile”
“fixed”
Nets
Energy
“mobile”
FacilitiesIT
Fixed Networks
Mobile Networks
Building Controls
HVAC Systems
Fire, Security & Access
Industrial Controls
Industrial Machinery
Transport & Vehicles
Healthcare Equip
IT & Network Equip
Home Appliances
Media Equip
Managed Services
Managed Services
Customers & Users
Customers & Users
Embedded Sensing & Intelligence
Software Arch & ToolsProducts
Products Channels
Channels
Connectivity of Things & People
Pervasive Network
Integration
Value Added Services
New Application Values
The Age Of Infinite Interactions…. … The “Physical” World Meets The “Virtual” World..
4
Real-Time Systems
Sensor / Actuator / ID Systems
Control Systems
4-Bit
8-Bit
32-Bit
16-Bit
n-Bit
ContentDriven
Systems
GU
I-B
ased
S
yste
ms
Non
GU
I-B
ased
S
yste
ms
Pro
cessor
/ P
latf
orm
s
Chip / Logic Systems
Industrial I/OBasic Appliance ControlsToys & Games
64-Bit
Smart Tags, RF-IDSimple Appliance & Machine ControlsWireless inteligent Sensors, Industrial MonitorsHydraulics / Pneumatics Devices
Smart Cards, Safety SystemsElevators, Auto SubsystemsIndustrial process Equip
Auto Power-train / Braking / SafetySmart / Network AppliancesMotion ControlMeters & Advanced Sensors
Set-Top Box / Audio / Video / SystemsAMR / AMI Meters, Machine Controls, HVACOffice Equipment, Security SystemsResidential Gateways, Routers & Hubs
Test / Diagnostics Equipment, Network Switches / RoutersOffice Equipment, Medical Systems, Small ServersTelematics / Navigation Systems, Digital Cameras
High Level Multiprocessor Servers / MainframesApplication Servers & WorkstationsDesktop / Laptop / Tablet PCs, ATM’s & POS SystemsSmart Phones / PDA / Hand-Held POS
Pow
er
Con
su
mp
tion
Becom
es
Dri
ver
Less D
ete
rmin
isti
cM
ore
Dete
rmin
isti
c
The Ratio Of Devices That Operate Autonomously, Versus Those That Have Human Interfaces Has Eclipsed Ratios Of 10:1 And Will Move Toward 100’s And Even 1000’s…
5
Software Tools, Middleware
Network Infrastructure & Connectivity
Mobile Equipment
Aerospace
On-Road Off-Road
Complex Systemic EquipmentFixed Equipment
Tools &Infrastructure
Electronic Interconnect
Systems andEquipment
Types
Systems Applications
Carrier & Network Services
Services & Applications
Standard Machines & Equipment
Facility Systems & Equipment
Facility Infrastructure Components & Sub-Systems
Marine Rail
Facility Systems
& Equipment
Mechanical Sub-Systems & Components
Fluid & Pneumatic Sub-Systems & Components
Electrical Sub-Systems & Components
Machine/DeviceSub-Systems, Assemblies, Modules & Components
Power & Control Systems
Semiconductors & Micro-Electronics
Embedded Electronics
Terminals Diagnostic ToolsMobile Telephony, IT Terminals & ToolsSmartPhones Tablets
Vehicles
As The Physical & Virtual Worlds Converge……. ……Connectivity & Integration Will Become Universal
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~60% of the value in future revenue opportunities will be captured by software and managed service providers as IT moves toward a more IoT based architecture
Internet of ThingsValue Elements
TraditionalValue Stack
Product Services
Software
Components and Sub-Systems
Electronics
Val u
e C
hai n
Time
Smart Components
And Connectivity
Network Services
Systems Applications
Data & Analytics Services
Cloud and MobilityServices
Application Services
System Integration
Today 2020
Valued Added Applications
System Applica-tions
Total Managed Services 2020: $750B
Managed Services Becomes The Center of Gravity…
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To date, the machine connectivity and the Internet of Things opportunity has largely been comprised of “simple” remote services applications
We Are Just At The Beginning of This Technology Wave..
88
Fac
ility
/ B
uild
ing
S
yste
ms
&
Eq
uip
men
t
Wir
eles
s N
etw
ork
O
per
ato
r P
artn
er
Ver
tica
l S
egm
ents
&
Use
rs
Fix
ed &
M
ob
ile
Dev
ices
&
Eq
uip
Sm
art
Sys
tem
P
latf
orm
s &
Ser
vice
s
Electrical, Mechanical, Fluid & Pneumatic Sensors, Devices & Sub-Systems
IT Infrastructure
Security / AccessFire & Safety
TransportLighting
HVAC
Device Connectivity
Network Provisioning
Network Services
Institutional IndustrialRetail /
Commercial
AdditionalVerticals
Simple Fixed Devices / Equipment
Complex Fixed Equipment & Systems
Mobile Devices, Equipment & Systems
Device Enablement
Network Services Provider Infrastructure
Devices & Sub-Systems
Device and Data Management
Data Aggregation and Integration
Device Data ManagementDevice Development
Data Management, Analytics and Application Development Platform
Full integration of devices, people, existing systems and business processes will require new architectures and platforms
Integrating Things, People & Systems Requires Innovations
9
Mobile/Dispersed Asset-Centric
Device/Equipment-Centric
Facility-Centric
Designing and developing
systems focused on building, facility
and energy management…
Designing and developing systems focused on highly machines and equipment systems
Designing and developing systems focused on mobile, fleet and dispersed applications
Business Processes
Legacy “Cultural” Technology Barriers Are Falling…. ...Installed Inertia Still A Big Hurdle To Reaching Value
10
Convergence Of Cloud And IT/Telecom Services
‘Always-Available’ Integrated Services Environment
Sensor And Instrumenting
Impacts
Infrastructure & Application Services Integration
Managed Shared Services (No Silos)
ICT & Cloud Infrastructure
Sensor & State-Based
Platform
Network Services Infrastructure
Converged ICTServices
Future-Proof Infrastructure
Hybrid Connectivity
Low-Cost Sensor/Devices
Automated Services (Bots)
Integration Platform Secure Payment Models
Standardized Access Models
Shared Data Brokerage
Quality Of Service
Multi-Sided Access
Security
Active Consent Mechanism
OT and IT Technologies Are Evolving…..Finally…. …To Support Complex Service Delivery
11
As People, Processes and DATA…… …. Become The Next Big Thing…..
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IM
Display
Outbound communicationSmartphone Integration
Video
Online advertising
Email marketingSMS/MMS marketing
Blogs
RSS
CRM applicationApp DevelopmentInteractive
Advertisements
Streaming
Podcasting
Branded entertainment
Social Sharing
Google+
Applications
Mobile Sites
Increased People and Thing Interactions Drive New Services
content delivery, interactions and identity enable new business models
13
Data and Analytics Becomes The Real Driver of Value … …..The New Currency… The New “Land Grab”
14
Platform Architecture And Standards Fosters The Exchange of Meaningful, Actionable Information Between Two Or More Sub-Systems, Including:
• Energy management• Asset management• Maintenance and repair staff• Supply chain support• Enterprise integration
Design Install Operate Maintain Upgrade
Point Application Platform
EnergyManagement
ControllingEnergy Usage
NetworkedSystem For PointApplication Platform
Integrated Managed Services and ApplicationDelivery Platform
MonitoringEnergy Usage
EnterpriseIntegration
MaintenanceManagement
SupplyChain
EnergyManagement
AssetManagement
Simpleversus
CompoundApplications
Building and Facility Asset and Energy Management
Integrating Buildings, Mobile and People Assets
Smart Systems Are Driving Towards Fully Integrating Devices, Equipment, Systems And People
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Given the incredibly rapid growth of networked devices, are we on a collision course because of evolving security challenges…solutions…
But Will We Hit An Iceberg Effect? …Due To Physical & Virtual Security Issues?
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Growing Security And Privacy Challenges Are Driving Forces Of Usage And Related Behaviors
Integrated Residential SystemVoice/Data/VideoGenerator Transfer SwitchesMeter SocketsLoad CentersBreakersSurge
Power DevicesSpa PanelsDisconnect Switches
Generators
LightingControl
Smoke(CO Gas)`
Water Shut-Off
UPS Smart Wiring Devices
Door(Open/Close)
Security(Open/Close)
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CUSTOMER EXPERIENCE
CUSTOMER OFFERING
CUSTOMER NEEDS
VALUECAPTURE
CONTROLPOINTS
Customer Needs For New Services Platforms To Cover Many More Things
Build Software Platform With Capabilities To Reach Greater Customer Scope and Value
Design With Strong Bias Towards Partner Collaboration & Value Extensions
Shift To New Software Platform
and Managed Services Values
Enabling, Aggregating & Analyzing Critical Customer Data
How Will You Organize Your Evolving Offerings, Create Value and Capture Value?
CREATING VALUE(CUSTOMER FACING)
CAPTURING VALUE(INTERNAL – GETTING PAID)
Business Strategy In The Age Of The Internet of Things
