1. The Internet of Things
Pearson Yam

2. The Internet Of Things
The Internet Of Things was first proposed by Kevin Ashton, a
British technologist, in 1999, when he was Executive Director at MIT’s
Auto-ID Center, an RFID research consortium.
IoT connects various devices to a centralized network, which
analyzes information gathered to provide services resulting in
greater health, safety, and environmental benefits.

3. Number of Projected IoT Devices
Source: IDC, Ericsson, Goldman Sachs Global Investment Research.

4. What is Internet Of Things?

5. Wearables
Fitness Band Action CamerasSmart GlassesSmart Watches
FitBit
Jawbone
Nike Fuelband
Google Glass Go Pro 3+
Garmin VIRB Elite
Sony Smartwatch
Pebble
Galaxy Gear

6. Wearable Growth Projections

7. Connected Automobiles
Connected cars refer to a network of vehicles that communicate
with other vehicles and infrastructure using either cellular technology
(3G/4G) or 802.11p wireless connection
Waze: GPS system used to connect drivers on the road

8. Improvements over current services
• Safety: Speed monitor, vehicle proximity radar, emergency service
contact transmitting location
• Diagnostics: Vehicle Checkup
• Infotainment: GPS, Media, Internet
• Fleet: Real time vehicle tracking, fuel management, driver profiling
Google Car: Driverless car
3 states in the United States passed laws allowing driverless cars including: Nevada,
Florida, and California

9. Connected Homes
• Connected homes revolve around smart appliances that
interact with each other via the internet resulting in a
higher standard of living with improved security, comfort,
and entertainment

10. Expected Industry Size
Smart Home Devices: $15 billion in 2015, up from $7.8 billion in 2013
Home Security: $5.5 billion (2013) expected to grow to $7 billion
(2015) just in home surveillance
Recent Acquisition: Google bought Nest for US$3.2 billion in January
2014

11. Smart Home Products
• Security Comfort Entertainment Productivity
Dropcam Pro
ADT Corporation
Foscam
Netgear Vue Zone
Keen Home
Honeywell
Nest
NuVo
Samsung

12. Expected Revenues and Installed Base for
Smart Thermostats Worldwide:

13. Expected Revenues and Installed Base for
Home Automation
(combined)

14. Connected Cities
Connected cities are mainly facilitated by the adoption of smart
technology to enable two-way communication and improved
analysis, thus increasing efficiency resulting in cost savings and a
greener environment.

15. Smart Meter Growth Projections By Region

16. Smart Meter Geographic Distribution (mn)

17. Architecture for Internet of Things
• X86
• ARM
• MIPS

18. Barriers to Adoption
• Security Concerns
• Greater potential for privacy and security violations
• Example: TRENDnet case
• Regulations and Compliance
• Standardization
• Concerns: Expensive, Premature replacement
• Ease of Use
• Should not have a steep learning curve

19. Barriers to Adoption

20. Cisco CEO John Chambers said the “Internet of
Things” market could be worth $19 trillion.

21. Why IoT?
• Count the number of phones you have
• Then count the number of windows, doors,
outlets, lights, appliances, and HVAC units you
have

22. Network Infrastructure of
IoT
• Cellular
• Wifi
• Wifi Direct
• 802.11ac
• 802.11ah
• 802.11p
• Bluetooth
• ZigBee
• ZWave

24. Semiconductors

26. Communications Tech
Ticker Name Price Mkt Cap (US$m)
Target
Price
CSCO US Cisco Systems Inc 130,731 26.76
GRMN US Garmin Ltd 11,202 62.30
GTO NA Gemalto NV 8,854 90.36
QCOM US QUALCOMM Inc 134,355 86.16
RKUS US Ruckus Wireless Inc 975 15.07
SSNI US Silver Spring Networks Inc 612 16.00
6285 TT Wistron NeWeb Corp 838 78.67

27. Semiconductors
Ticker Name Price Mkt Cap (US$m) Target Price
ARM LN ARM Holdings PLC 20,340 1023.39
ATML US Atmel Corp 3,892 9.35
BRCM US Broadcom Corp 21,459 40.34
FSL US Freescale Semiconductor Ltd 6,973 27.60
INVN US InvenSense Inc 2,072 24.05
MXIM US Maxim Integrated Products Inc 9,604 36.59
MCHP US Microchip Technology Inc 9,830 51.75
6981 JP Murata Manufacturing Co Ltd 21,239 10700.00
005930 KS Samsung Electronics Co Ltd 185,544 1644146.38
TEL US TE Connectivity Ltd 25,836 67.70