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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