Selected presentation slides from a talk presented by Padraig Scully, VP Market Research at IoT Analytics GmbH at a technology conference in May 2017

1. IoT Digital Disruption & New IoT Business Models
Conference Presentation, Padraig Scully, VP Market Research, May 2017

2. Agenda
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IoT Digital Disruption
New Business Models

3. Digital disruption highly relevant for your business
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Source: HBR, IoT Analytics

4. Digital disruption casualties and successes
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$240bn Mkt cap - $72bn $60bn Mkt cap - $8bn $35bn Mkt cap - $3.5bn
DISRUPTION IS ABOUT RE-DISTRIBUTION OF PROFIT POOLS
‘NEW TECH’ HAS ADDED $500BN IN MARKET CAP IN LAST 2 YEARS
‘OLD WORLD’ HAS LOST $100BN IN MARKET CAP IN LAST 5 YEARS
Source: IoT Analytics

5. IoT among top 3 technological innovations in next 10 years!
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Potential economic impact in
2025Technology
3
2
1
4
5
6
Source: McKinsey, IoT Analytics
“Sensors and actuators
embedded in physical
objects are linked through
wired and wireless networks”
- Internet of Things definition by
McKinsey

6. 6 Major technology factors why IoT is happening now!
Source: Goldman Sachs Global Investment Research, Cisco, IoT Analytics
Emergence of
The Internet of Things
-54%
2004 2014
Cost of
sensors
Cost of
processing
Cost of
bandwidth
-97%
2004 2014
-98%
2004 2014
Adoption
of mobile
devices
Big data tools & cloud
infrastructure
+320%
2004 2014
https://iot-analytics.com/product/list-of-360-iot-platform-companies/

7. Typical phases of IoT solution development
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1 2 3 4 5
Companies that have
developed the
business case / ROI
Companies that have
evaluated vendors to
work with
Companies that have
run small pilots and
POCs
Companies that have
rolled-out first pilots
Companies that have
rolled out their IoT
solution to thousands
of devices/machines
Find out more in our free white paper: https://iot-analytics.com/product/guide-to-iot-solution-development/

8. IoT Technology
5 layers of an
end2end IoT
solution
,2G/3G/4G
Find out more in our
free white paper:
https://iot-
analytics.com/product/
guide-to-iot-solution-
development/

9. Agenda
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IoT Digital Disruption
New Business Models

10. Insights that empower you to understand IoT markets
3
2
1
4
5
6
7
8
9
10
Americas Europe APAC Trend2
43% 30% 20%
31% 47% 15%
49% 24% 25%
43% 33% 17%
46% 33% 13%
48% 31% 17%
48% 33% 12%
61% 30% 6%
52% 30% 13%
57% 35% 4%
1. Based on 640+ publicly known enterprise IoT projects.(Not including consumer IoT projects e.g., Wearables, Smart Home) 2. Trend based on IoT Analytics’s Q2/2016 IoT Employment Statistics Tracker 3. Not including
Consumer Smart Home Solutions Source: IoT Analytics 2016 Global overview of 640 enterprise IoT use cases (August 2016)
Smart City
Connected Car
Smart Energy
Connected Industry
Other
Smart Supply Chain
Connected Health
Smart Retail
Connected Building
Smart Agriculture
APAC MEA N/AAmericas Europe
IoT Segment Global share of IoT projects1 Details
6%
8%
20%
22%
13%
13%
5%
5%
4%
4%
N = 640 global, publicly
announced IoT projects
3
Q3/2016
https://iot-analytics.com/product/list-of-640-iot-projects/

11. Plenty of use cases in all industries
Typical use cases
Predictive Maintenance
Monitoring the current
condition of
equipment with the
goal to predict
upcoming machine
failure by using
automated real-time
analytics and machine
learning
Fleet Management
Monitoring the current
fleet of vehicles on the
road, including location
and condition of the
goods on the road
Smart Metering
Monitoring the current
electricity and water
usage at home and
also at different
checkpoints in the
overall infrastructure
Smart Home
Monitoring and
controlling the home
(lights, fridge, HVAC,
smoke detector)
Products-as-a-service
Sell products as a
continuous service,
rather than selling it as
a one-off (e.g., Jet
engine is sold by usage
= “power by the hour”
https://iot-analytics.com/top-10-iot-project-application-areas-q3-2016/

12. IoT in Transportation today: Daimler Car2Go car sharing service
Source: Daimler
Changing the way we drive
https://www.daimler.com/products/services/mobility-services/car2go/

13. IoT in Retail today: Amazon Dash Button
Source: Amazon
Changing the way we shop
https://www.forbes.com/sites/aliciaadamczyk/2015/03/31/push-to-pay-amazon-dash-buttons-
let-you-order-products-instantly/#44628da813cb

14.  Time Frame: 2012-2014 concept phase; 2014-2015 pilot rollout
phase, 2015-2016 commercial deployment
 Project setup: The IoT SI was in the lead, selected TelCo Provider
and Amazon Web Services
 Team: Small cross functional team (Product manager Kärcher
Fleet, Requirement Engineers, Technical Integration Manager with
focus on Telemetry, Rollout Manager) with top mgmt backing.
Main theme: Cleaning Machinery Fleet Management
Project start date: 2012, (Market intro: 2016)
Project goal/size: Approx. 10,000 units (End 2016)
Technology partners:
Example: Kärcher Fleet
14
Overview Project status
Technical product details Project implementation details
Offered service:
Remote Fleet Management Solution (Geolocation, Machine
performance data, approx. 22 different sensor readings) for
heterogeneous machines and clients
Characteristics:
 Data Transfer via GSM
 Geo-Localization via GPS & Wi-Fi
 Global SIM has uniform cost structure independent from country
Go-To-Market
Freemium: Basic functionality included in any new machinery (mid
2016); Premium package includes ability to see more data and more
detail
Selective Rollout: Key customers first, selected European markets
first
BC DeployBvsB PoC Pilot
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TelCo
Provider
via Internet
AWS
SSL
Dashboard
GPRS
Winner 2016 for
category ‘Shape
Experience’Telco M2M
Provider Geolocation Cloud
IoT System
Integrator

15. THANK YOU
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More info: www.iot-analytics.com
Current research offerings:
IoT Predictive Maintenance Market Report
IoT Platforms Market Report
IoT Enterprise Project List
IoT Security Market Report
Go2Market Services

16. IoT Analytics GmbH
Market Insights for the
Internet of Things
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20359 Hamburg
Germany
info@iot-analytics.com
+49 40 88950090
http://iot-analytics.com