Trends, Technologies …Food for thought

TRENDS

Scorecard for the Digital Economy Growth Rate 2010-2011 eBook +100% Online Video +50 to 70% Social Networks New internet markets Cloud +20 to 50% Mobile Apps Online Gaming eCommerce +10 to 20% Search Music M2M TV Services Software & IT Services 0 to +10% Traditional markets (shoved aside) Telecoms Services 0 to -3% 0 to 1 1 to 5 5 to 10 10 to 100 +100 Market Size Bn Eur (2011)

Massive distributed network of networks 8/30/2018 Massive distributed network of networks Internet of Users 105 - 106 System and Service Platform Internet of Things Connected car 105 - 107 Smart Grid Smart Home Smart Factory Internet of Services 10² Enterprises Social Web Smart Building

Technology Necessitated Services… Internet of Things Cloud Mobility Big Data Automotive Plant Engineering Industrial Products Healthcare Consumer Necessitated Services Telemedicine , Body Sensor and Diagnostic Reporting Remote Physician consultation Fleet Mgmt Consumer Telematics Factory Line Equipment Operation/Usage Tracking/Diagnostics/Asset tracking Home and enterprise security sensor monitoring, alerts, remote access & thermostat control, video feeds Smart homes devices, Wireless data modules for laptops, netbooks, UMPCs..

TECHNOLOGIES

What goes behind - The trend enablers LTE products complementing 3G mobile communication Telcos already planning 5G LTE Supports far more addresses while easing the computing burden for routers Enables data packets to be encrypted and authenticity to be validated IPv6 Battery technology Front end Superior battery technology is making service lives longer NFC chip cards and NFC-enabled mobile phones will enable unique user identification Thus allow payment transactions to be authorized reliably. NFC HMI Modern HMIs are enabling smartphones to be used in vehicles - may supersede OEMs' navigation systems soon Video Consumer taking control of video distribution Customers paying on a flexible basis only for those services they actually use. Data is stored by a third party, accessed by users over the Internet Cloud Connected mobility will accumulate huge volumes of data The challenge lies in storing, searching for, splitting, analyzing and visualizing this data Big Data Back end Mobile & HTML5 Driving the Future User Experience Potential opportunity for wireless communications wherein the applications will be hosted in the cloud Augmented Reality

Video…is Changing 3 Patterns emerging in Video Distribution Key disruption in Video Market Unbundled Access / Content Self Distribution Digital Store Packager Bundled Access / Content Package Platform CLOUD NETWORKS MEDIA

Cloud-based virtualization … going mobile

Aggressive Telcos Accelerating M2M Market Development All stakeholders putting a foot forward

FOOD FOR THOUGHT

Reconfigurable Hardware Differentiated Competencies Creating Technical Depth Focus Competencies Domain Solutions Differentiators Cloud Platforms Reconfigurable Hardware Application Developmt System Integration Security in Mobility N/W services / IP Comms Wireless & Radio Embedding ‘connectivity’ in all verticals Leveraging new Standards Analytics / Consulting > Architects > Technical Consultants > Program Management

Differentiator 1 : Embedding Connectivity in all Verticals Communication Solutions  Development of custom software and applications for Connected Devices + Agile support Cloud + System Integration services for M2M platform development Network Services + IP Communications Foundation Support Standards / industry domain knowledge Horizontal offerings such as PLM + Warranty management etc Defense Vehicle Tracking Connected Cars POS Automation Devices Factory Automation Connected Home Framework Mobile Healthcare Monitoring Online Electronic Personal Health Record Automated Direct Demand Response

Differentiator 2 : Standards based Development Today: Systems integrators have found the profit pool – Custom integration of proprietary M2M / IoT technology platforms. However, the current model is unsustainable, there will be no scale without standards.  Moving forward: New platforms to build specific applications upon a shared framework / architecture will emerge

Differentiator 3 : Grab the center spot – Consulting Led?

THANK YOU

Internet of Things : First Real Evolution of the Internet System and Service Platform

Some examples… Motorola—A One-Stop Shop for M2M Smart Grids Using WiMAX Technology : not only the wireless transmission but the smart meter themselves John Deere i-Solutions Suite: for automation and tracking in the farming process Partnered with Wyless to deliver a remote service which will enable production lines to maintain round the clock operation.  M2M Devices for farming market data and analysis applications on PC and mobile phones Itron and Deutsche Telekom Partner on Energy Efficiency Smart Grid Solution Wireless tracking device for congestive heart failure Applied Weather Technology : weather monitoring & routing for Maritime Shipping Staretd a new venture called Cumulocity for horizontal integration of the M2M value chain.

GE’s Industrial Internet Concept

GE’s Industrial Internet Concept

M2M & IoT : cross industry penetration Retail Transportation Inventory update across distributed locations/warehouses POS / Vending Machine Mobile Payment/Mobile Wallet Healthcare & Others Vehicle tracking Telemetric Navigation and routing Route optimization Fleet Management Remote patient care Remote Monitoring / Diagnosis Weather / Temperature Monitoring Finance Logistics M2M Applications Mobile Payment/Mobile Wallet Remote Asset Management Security Remote Servicing Real-time stock management Tracing sensitive items Utilities & Energy Consumer Automated metering Energy usage and optimization Check on pilferage and theft Street light management Monitoring for seismic activity and other dangerous natural phenomena Manufacturing Healthcare Personal Navigation E-Reader Baby/Old Care /Locator Residence Security Remote Monitoring/Diagnostics Remote asset management Prototype testing Regulation compliance (carbon credits)

The complex M2M value chain M2M Service Distributors Vertical specific/ System integrators M2M Module Vendors Device Vendors Application Developer M2M Platforms M2M Chipset Vendors

The Game Changers 2011 2015 Chipset Big players dominate market High cost of chipsets Scale gains Cost will be driven down by 30% Module High cost High Power Consumption Proprietary Cost will be driven down by 50% Smaller Size Plug and play Device Operators certification Lack of standardization Standardization More devices Use of web interface Network 60% M2M service are based on GSM/CDMA network, 40% on 3G/WiMAX. 70% M2M service are running on 3G/WiMAX, 20% on 4G ( LTE). The rest 10% on WiMAX/CDMA, GSM. Lower network cost Higher bandwidth usage Platform Less than 10% M2M applications were developed by platform. 70% of the M2M services come from developers that developed their services on the M2M platform. Application 55% revenue comes from smart grid and vehicle Telematics. Highly concentrated in utility and vehicle markets. More than 60% revenue comes from asset and people tracking, logistic management/healthcare diagnostics/ consumer touch security applications. Convergence of M2M platform and cloud computing. Convergence of M2M platform and cloud computing.