Meet&Greet #3 - What is IoT and Where is the trend?

1. Internet of Things - the role of startups in Vietnam
IoT
Danny Goh

2. Consumer
IoT is the inter-networking of physical devices - connected devices
What is IoT?
Consumer
Wearables
Consumer:C
onnected
Home
Consumer:
Security
Consumer:
Assisted
Living
Industrial:
Smart
Energy
Industrial: Smart
Manufacturing
Industrial:
Smart
Factories
Industrial:
Smart Retail
Industrial

3. Opportunities
50 billion
smart objects by 2020 1
$11-$14
trillion
in the potential global
impact of IoT over the
next 10 years 2
75%
of enterprises that are
researching, piloting,
or deployed IoT
applications 3
1. Source: DHL and Cisco, “Internet of Things in Logistics” April 2015
2. Source: Averaged from multiple sources: IDC Gartner, Mckinsey
3. Source: IDG Enterprise marketing, “State of the Network 2016” February 2016

4. Market adoption 2016
Machina Research: Enterprise internet of Things survey, August 2016

5. Our world is much more connected than we know, we can already utilise a
lot of the existing connectivity
IoT connectivity
WIFI
3G/4G/5G
Bluetooth
NFCRFID
IR
RF
Connectivity

6. Where is IoT today?
Connected community
Software integration and
intelligence is neglected and yet
to build a real connected
community to embed and
It’s still early stage
There is not a lot of VC investment
in IoT start-up yet because it is still
pretty much enterprise and
government driven
It’s not about hardware
IoT is not only about hardware,
it’s about using a device to
connect it to each other via
different connectivity network
Huge opportunity
The opportunity is huge for
engineers because innovation is
heavily needed from the
technical side, and the business
world is eagerly waiting to
invest

7. Value chain
Hardware
horizontal supply value
Connectivity System

8. Value chain
Hardware
horizontal supply value
vertical added value
Connectivity System
• Maker community
• Wearables
• Smart home
• Gateway vendors
• mHealth
• Wifi
• 3G/LTE/5G
• Bluetooth 4.2
• NFC
• RFID
• Infrared (IR)
• Radio Frequency (RF)
• Consumer applications
• Enterprise systems
• Security
• Governance

9. IoT is the inter-networking of physical devices - connected devices
IoT onwards
Technology Integration

10. The value added chain requires strong integration between different
technologies
IoT Integration
Analytics Artificial
Intelligence
AR/VR/MR Connectivity Infrastructure Big Data Security Storage

11. IoT horizontal chain
Devices Connectivity Platform Application
Enterprise
System
Data capture
(sensor)
Data
transmission
Data
management
Data storage
Data
monetisation

12. IoT horizontal chain
Devices Connectivity Platform Application
Enterprise
System
Data capture
(sensor)
Data
transmission
Data
management
Data storage
Data
monetisation
Software Engineers

13. IoT horizontal chain
Data security Privacy Ownership Governance
Devices Connectivity Platform Application
Enterprise
System
Data capture
(sensor)
Data
transmission
Data
management
Data storage
Data
monetisation

14. IoT trend in 2017
Consumer IoT
•Lack of scalability
•Lack of investment
•Lack of compatibility

15. IoT trend in 2017
Consumer IoT Industrial IoT
•Lack of scalability
•Lack of investment
•Lack of compatibility
•Big corporates needs
•Government investment
•Compliance and security

16. IoT adoption by company

17. Cross industries
Devices Technology
• Computer
• Mobile Phone
• Wearables
• Virtual headset
• AR devices
• IoT devices
• Drones
• Blockchain
• Artificial Intelligence
• Programming
Industries
• Fintech
• Insuretech
• Edtech
• Adtech
• Healthtech
• E-Commerce
• …..

18. Conclusion
IoT is the future
The world is going to change
into an IoT world in the next 10
years.
Everything has got to do
with IoT
Everything in the future around us is
going to be connected one way or
another
Exit opportunity is higher
Exit opportunity is higher because
the business world is eagerly
waiting for ‘new’ technology to
invest/acquire
Vietnam has more chances
in IoT
Vietnam has the highest
potential to advance in IoT,
engineers, test fields,
enterprises

19. Startupbootcamp IoT Startups

20. Hot IoT startups

21. IoT security

22. Platform / Analytics / Software

23. Platform / Analytics / Software

24. Industrial

25. Connected products

26. Smart Home