The Connected DronesThe central role of Mobile Network Operators in the commercial drone market

The Connected Drones 2

Executive summary

Commercial Drones are one of the fastest growing and innovative sectors of the IoT

MNOs can be a key player in this sector Leverage cellular connectivity for many verticals

Offer a global reach for the cellular drone ecosystem

Enable 5G extreme mobile broadband speed and ultra-latency

Strong brand value and recognition

Thales helps MNOs to become a key player with solutions that Connect Drones seamlessly, Protect devices IDs and data, Predict to prevent threats

The benefits for MNOs Monetize IoT security and safety in addition to connectivity

Enable drone-led security-sensitive applications for verticals

The Connected Drones 3

The Commercial Drone MarketCommercial Drones are classed as unmanned aircraft vehicles (UAVs) One of the fastest growing and innovative sectors of the IoT

Drones connected via cellular networks present a huge commercial and strategic opportunity for Telecom Operators

Total drones will reach 86.5 million by 2025, including consumer and enterprise drones

Drone Market Size & Forecast 2020-2025

Revenue in bn. US dollars

41%

27%

3%23%

3%

3%

2019

45

40

35

30

25

20

15

10

5

0

Source: Drone Market Report 2020 (c) by Drone Industry Insights

2020 2021 2022 2023 2024 2025

4340

3733

28

2218

Regional Drone

Market 2025

Asia Europe

MEA South America

Oceania North America

CAGR: 13.8%

4 The Connected Drones

Drone Market Applications casesMany verticals for drones connected via cellular networks

Agriculture Infrastructure Public Safety Media

Insurance Delivery Mining and Energy Recreation

Crop Inspection Irrigation

Management Spraying

Monitoring & Inspection Surveying 3D

Mapping

Search & Rescue Firefighting

Disaster Response

Journalism Cinematograph

Advertising

Risk Monitoring Underwriting

Assessments Claim Inspections

Package Delivery Medical Logistics

Food Delivery

Mineral Exploration Facilities Inspection

Environmental Monitoring

Photography Videography Virtual Racing

The Connected Drones 5

The stakeholders of the commercial drone ecosystem

Drone Manufacturers

Mobile Network Operators

Components Makers

Law Enforcement

Drone Operators

Service Providers and Public Authorities

ECOSYSTEM IS GROWING UNDER

REGULATORY SUPERVISION

6 The Connected Drones

The need for security and controlTO PROTECT

DRIVEN BY

PEOPLE INDUSTRIES

& STRATEGIC COUNTRY

ASSETS

Growing number of drone operations

Imperfect segregation

Illegal drone use

Fly away

Growing number of cyber threats

Government regulations

No fly zone

The Connected Drones 7

Window of opportunities: Internet-of-Things (IOT)

5G networks

Cybersecurity

Cloud data storage

Real time A.I.

Why MNOs are relevant to the commercial drone market

New opportunity for MNOs to enable a wide range of drone-led security-sensitive

applications across a multitude of verticals

Ability to address the challenges of flying drones beyond visual line of sight (BVLOS)

One of the fastest growing and innovative sectors of the IoT and presents

commercial and strategic opportunities for MNOs

Ideally positioned in the cellular drone

ecosystem

8 The Connected Drones

MNOs key assets for the commercial drone market

MNOs can be a key player in this market

Technical Assets

Market Leaders

Sales Capabilities

Relation with Regulators

The Connected Drones 9

MNOs technical assets

Already engaged in digital onboarding of consumers, they are ideally positioned to provide drone operators with strong registration solutions (pilots and drones)

They already manage the connectivity of billions of secure devices. Ideally suited for cellular IoT

They already manage securely huge amount of data in clouds (public or private)

Improve the safety of drone operations

A huge global reach

Deliver 5G extreme mobile broadband speed and ultra-latency

Leverage cellular connectivity for many verticals

10 The Connected Drones

MNOs business assets

How Thales helps MNOs become a key player in the drone market

Extensive market and geographical reach

Key enabler for innovation

Strong brand value and recognition

Extensive network of leading technology partners

Connect seamlessly and insure a continuity of service.

Protect devices, identity and data.

Turn data into actionable assets.

Prevent and detect threats.

Large Customers network through business services departments

Marketing new digital products

Strong Sales Forces

Ability to address B2B as well as B2B2X businesses

Meet regulations through secure drone operations solutions

Regarded as trusted National Service provider

Market leaders

Connect Protect Predict

Sales capabilities

Solid relationship with aviation regulators

The Connected Drones 11

Building a 5G World we can all trust

Drone market expectations and Thales solutions for MNOs

Thales is actively involved in the standardization (chair at TCA & GSMA)GSMA and GUTMA already engaged to define future of aerial connectivity for drones

450 mobile network

operators

The top 5 cloud service

providers use Thales cybersecurity

solutions

A world leader in data encryption

83,000 people

in 68 countries

Connect Protect Predict

Connect to identify and

track

Identify, authenticate pilots and their drones

Track and control drones

Protect data in motion between the drones and the platforms

Protect data at rest on the platforms

Predict issues and anomalies

Advanced analytics & machine learningRemote ID / Drone Tracker Solutions by Thales

Expectations

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