Creating IOT Marketplaces: Redrawing Innovation Lines

Transcription

1 Creating IOT Marketplaces: Redrawing Innovation Lines Esmeralda Swartz, VP Strategy & Marketing Ericsson June 2016

2 Connected Devices in BILLION 13 billion MOBILE PHONES, PCs, LAPTOPS, TABLETS Source: Ericsson Mobility Report, June billion $1.9T IoT VALUE-ADD $11T IoT ECONOMIC IMPACT Industry & Consumer M2M/IoT Devices $1.3T Ericsson Internal Use Page 2 IoT INVESTMENT Source: IDC, Gartner, Ericsson, McKinsey, AT Kearney

3 Internet of things to surpass mobile phones in 2018 Ericsson Internal Use Page 3 Source: Ericsson Mobility Report, June 2016

4 The 5 th Element Creates Customer Experience The user experience now entails four things: the hardware, the operating system, the applications, and the Net. We want to do all four uniquely well for our customers. Steve Jobs Source: Fortune Customer Centric User Hardware Operating System Applications Network Digital ID Ericsson Internal Use Page 4 Product Centric

5 Industrial Scale Innovation From Purchase a Product to Subscribe to Service Marketplace-like Partnerships Globalization that is glocal aas and platform business models Core vs. collaboration Fluid Partnerships API Monetization Settlement Organic vs Resell Creative GTMs Contextual Services Ericsson Internal Use Page 5

6 fail/succeed FAST Business Models Improve responsiveness from weeks to days to hours to minutes to seconds Agility to support experimentation in nascent or evolving markets Stakeholder visibility through analytics and customer dashboards Ease of configuring new services and models Empowering product teams to innovate, compete and adapt Ericsson Internal Use Page 6

7 Ericsson Focus Industry & Society Telecom Operators Media Utilities Transport Public Safety Adjacent industries Other industries Services Applications Internet of Things Networks Devices Ericsson Internal Use Page 7

8 IOT platform overview Utilities business processes Transport business processes Public Safety business processes Other Industries business processes IOT SERVICE PLATFORM IOT SERVICE MANAGEMENT SERVICE ENABLEMENT & ANALYTICS INDUSTRY SPECIFIC FUNCTIONS DATA ACQUISITION MONETIZATION SECURITY NETWORK, CONNECTIVITY MANAGEMENT, CLOUD INFRASTRUCTURE IOT PLATFORM (EDGE) IOT DEVICE APPLICATION IOT EMBEDDED COMMON FUNCTION IOT DEVICE APP HOSTING IOT DEVICE SECURITY DEVICES Ericsson Internal Use Page 8

9 Selected IoT Customers Volvo Maersk Telenor Elektrilevi Hydro-Québec Translink Mobistar Duke Energy AT&T Verizon Global M2M Association Santander Orange Acea Geely SK Telecom U-Ming Sao Jose Dos Campos Bridge Alliance XL Axiata Industries Telecom Operators Curitiba Connected Bus Águas de São Pedro Origin Energy Ericsson Internal Use Page 9

10 Industries in Transformation Utilities market drivers: Renewable energy De-regulated value-chain Micro-generation by prosumers Transport market drivers: Mobility-as-a-Service Multi-modal logistics Autonomous driving Public Safety market drivers: Preventive emergency response Cross industries market drivers: Urbanization Increased focus on safety and security Sustainability a prerequisite for business Transformation of business models, customer relationships and eco-systems trigged by new digital enablers and IoT Ericsson Internal Use Page 10

11 Industry Verticals Where is the Money? Applications & Services 75% Analytics & Data Monetization 10% Service Enablement 10% Connectivity mgmnt 5% Ericsson Internal Use Page 11 Connectivity <1% Source: Ericsson report and Machina Research 2016

12 Innovation Path is Clear Platform Ecosystem Community Identify need Data, industry agnostic and specific functions, applications Industry SPECIFIC FUNCTIONS & ApPS Discover, Purchase and Use Value Realized Build or Partner Onboard Marketplace Data-as-a-Service Industry Agnostic / Specific Functions Applications Fast TTM Revenue Shared Efficiency Gain New Service Revenue Ericsson Internal Use Page 12

13 Evolution path E-Call M2M ECOSYSTEM NETWORKED SOCIETY / IoT Road Condition Warning Connected Safety DEVICE DRIVEN BUSINESS DRIVEN INNOVATION DRIVEN Telematics 1.0 Ericsson Internal Use Page 13 Connected Car Connected Marketplace

14 Hyper-Scale marketplace Automotive EM Dealer Media Agencies Driver & Owner Insurance Companies Fleet Operator CONNECTED ECOSYSTEM App developer / Content Provider Vehicle Energy / Utilities Companies Repair Shop Support Center Ericsson Internal Use Page 14

15 Transport an industry in transformation Urbanization, Congestions, Accidents, CO2 Everyone, Everything Connected Mobility as a Service Automation & Ecosystems Ericsson Internal Use Page 15

16 Ericsson Internal Use Page 16

17 Transport USE Cases Algerian Highway Sao Jose Dos Campos, Brazil Drive Sweden 10+ metro & tunnel coverage projects, China London Underground DSB Denmark Translink, The Netherlands Volvo Buses, Brazil City of Varna, Bulgaria Chicago O Hare Sao Paulo, Brazil Rio Int l, Brazil ICT Infrastructure Transport Transactions Traffic Ericsson Internal Management Use Page 17

18 Connected Vessel Real time connectivity will help us change Ocean Cargo Industry Michael White, CEO Maersk North America Ericsson Internal Use Page 18

19 A Connected EcoSystem Hospital Engine Manufacture Operation Terminal / Port Agencies Operation Region I Telemedicine Insurance Companies Captain & Owner/Manager Maritime Cloud Flag State, Port State & Customs Vessel Fleet Company Ericsson Internal Use Page 19 Operation Region VI Telecom Network Operator Field Maintenance Operation Hub Customer Support Center

20 Utility Industry Transformation Grid control Smart metering Smart grid communication >50 >20% MILLION METERS Assets & Critical infrastructure management SAVINGS Customer & Revenue management Ericsson Internal Use Page 20

21 SANtander, SpAIN Smart City Cross-industry engagement Turning citizens into netizens Smart tourism, commuter, parking solutions Smart lighting Weather alerts Public park utilities control Empowered citizens with direct access to city gov t Real-time view of traffic jams and available car parking spaces Accidents tracked in real time Precise measurement of air quality and ozone levels across city Remote dimming of street lamps on empty streets. New bulbs automatically ordered Optimized watering in city parks Holistic ecosystem view Future proof platform Trust: complex & critical infrastructure Smart waste managementƒ Ericsson Internal Use Page 21

22 Stockholm Royal Seaport Ericsson Capabilities spanning the IoT Value Chain SMART CIty ICT advisor to SRS Innovation Center Developed & demonstrated technical, economic and social aspects for optimal operation GLOBAL REACH AND PRESENCE Global experience & references Shared platforms / interconnectivity Connectivity Analytics Holistic ecosystem view SECURITY ECOSYSTEM Model for Sustainable Urban Neighborhood 10k new apartments 30k workspaces Platforms Smart grid communications Distributed automation Micro generation Services STANDARDS IoT DELIVERY CENTERS Demand response to smart appliances Smart Meters Electric Vehicles Ericsson Internal Use Page 22

23 The Smart city Meets DIGIZEN Ericsson Internal Use Page 23

24 IOT Revolution DIGITAL INDUSTRIALIZATION Technology, Standards AND Culture, Platforms for Hyper Innovation Ericsson Internal Use Page 24

25 Ericsson Internal Use Page 25