La parola del momento è IoT - Come scegliere fra gli standard

Transcription

1 SLIDE 1 La parola del momento è IoT - Come scegliere fra gli standard Filippo Mursia Telit RSD Italy&Balkans 16 th May, 2017

2 SLIDE 2 The Internet of Things "We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another. In its scale, scope, and complexity, the transformation will be unlike anything humankind has experienced before. Klaus Schwab, founder and chairman of the World Economic Forum - Davos 2016 SLIDE 2

3 SLIDE 3 Telit- Global footprint 7000 Customers Worldwide 10 Major Acquisitions in 6 Years 4 Company Owne d Protocol Stacks 182 M odule Type s 15 Ye ars Expe rience in IoT Top 10 Top 10 customers comprise only 35% of the revenues 36 sales offices & 78 exclusive distributors, covering 80 countries around the globe 27 Nationalities Among our Employe e s Sales force of about 350 including distributors +400 Product Ce rtifications Worldwide 1070 Employees Worldwide 11 R&D centers with over 500 engineers 5 Outsourced EMSs Total M an-years of Re se arch & De v elopme nt 21 Language Spoken among our Employees ISO/TS16949 Compliant for M anufacturing, R&D and Support Functions Worldwide

4 SLIDE 4 Enabling the Internet of Things TELIT IoT PRODUCTS TELIT IoT SERVICES TELIT CONSULTING Things IoT MODULES IoT CONNECTIVITY IoT PLATFORMS IoT KNOW- HOW Apps Enterprise Systems Products and Services for end-to-end IoT solutions

5 SLIDE 5 The industry s broadest portfolio of wireless IoT Modules IoT MODULES CELLULAR 4G, LTE, 3G and 2G POSITIONING GPS and GNSS SHORT-RANGE Wi-Fi, BLE, ZigBee and Sigfox AUTOMOTIVE DATACARDS

6 SLIDE 6 Technology choices for wireless IoT Licensed Cellular 2G, 3G, 4G 5G in the future Cellular LPWA EC-GPRS LTE Cat M1 LTE Cat NB1 (aka NB IoT) Unlicensed LPWA LoRa Sigfox Ingenu and more Unlicensed Short Range BLE WiFi ZigBee Thread ANT+ EnOcean and more

7 SLIDE 7 How long 2G and 3G will be available? Which cellular technology should I recommend today? How will evolve the LTE?

8 SLIDE 8 Evolution of mobile technology by generation Historically, cellular technolgies have shown approximately 20-years from launch to peak penetration, with around 10 years between the launch of new technology. Today Source: GSMA

9 SLIDE 9 Evolution of LTE: from launch to peak level, cont d In reality, the adoption of LTE is faster than its predecessor technologies, with 591 commercially launched LTE or LTE-Advanced networks in 189 countries That said, we expect to see LTE connections peak before Mobile connections regardless the segment Source: GSMA

10 SLIDE 10 GSM/GPRS Cellular M2M Connections by region Region Connections CAGR North America (Millions) 14,07 14,86 14,62 15,17 14,86 13,43 11,69 10,19-1% United States (Millions) 12,67 13,28 13,08 13,57 13,23 11,93 10,41 9,07-1% Canada (Millions) 1,40 1,59 1,54 1,60 1,62 1,50 1,29 1,12 1% Europe (Millions) 49,48 55,80 62,82 72,04 82,90 94,03 106,11 120,48 14% Asia-Pacific (Millions) 30,85 39,93 49,92 60,52 71,74 82,26 94,51 111,53 22% Latin America (Millions) 18,03 19,58 20,29 21,24 22,03 22,61 23,35 24,68 5% Middle East & Africa (Millions) 6,58 7,14 7,64 8,20 8,88 9,76 10,88 12,39 8% Total (Millions) 119,00 137,32 155,29 177,16 200,41 222,09 246,55 279,27 13% North America: peak in 2017, then negative trend in GSM connections, due to phase out of 2G. EU+APAC: Still good traction of 2G, thanks to the good coverage and lower ASP compared to 3G/4G. Source: ABI

11 SLIDE 11 WCDMA Cellular M2M Connections by region Region Connections CAGR North America (Millions) 15,12 24,05 30,14 34,93 36,86 34,27 32,27 30,91 1% United States (Millions) 13,89 22,18 27,85 32,32 34,11 31,62 29,69 28,45 0% Canada (Millions) 1,24 1,87 2,29 2,61 2,76 2,65 2,59 2,46 1% Europe (Millions) 6,46 9,41 13,62 19,74 27,94 37,90 50,40 65,80 37% Asia-Pacific (Millions) 5,41 8,48 12,75 19,23 28,36 40,75 57,36 82,53 45% Latin America (Millions) 1,72 2,28 2,92 3,56 4,49 5,69 8,31 9,62 27% Middle East & Africa (Millions) 0,74 1,17 1,55 1,83 2,41 3,17 4,44 5,56 29% Total (Millions) 29,46 45,39 60,98 79,30 100,07 121,78 152,80 194,41 26% North America: flat CAGR in WCDMA connections, due to the strong push of LTE cat 1 and then Cat M1/NB1 by the carriers. Peak in 2018, then down. Rest of the World: Still high traction of WCDMA, due the slower deployments of LTE, limited coverage and higher ASP compared to 2G. Source: ABI

12 SLIDE 12 LPWA market with LTE-Advanced Pro: MNOs choices and priorities USA definitely M1 No yet clear plan for NB1 Even if not advertised, all MNOs will support M1 Vodafone, DTAG, Telefonica the big guys in EU involved in NB1 Different plans are coming mainly from those with an alternative strategy already announced (i.e.: LoRa for Orange or Swisscom)

13 SLIDE 13 Your takeaway GSM still represents a relevant volume of connections in Europe and APAC for the coming 5-6 years. WCDMA still represent a relevant volume of connections in all the regions, but NA, for the coming 5-6 years. As of today, GSM but also WCDMA still offer good coverage in Europe. GSM and WCDMA can be still offered whenever there is no real need of long lifetime (10+ years). In all the other cases, 4G Cat 1, Cat M1 or NB1 can be offered, depending on the use case and lifetime required

14 SLIDE 14 Flagship Family xe910 Family EVDO HSPA GPRS CDMA 28 mm SAME FOOTPRINT 28 mm HSPA+ SAME INTERFACES SAME AT COMMAND SET LTE Cat.4 LTE Cat.1 LTE Cat.M1 LTE Cat.NB1 NB-IoT

15 SLIDE 15 Smallest in Telit portfolio xe866 Family GPRS / NB-IoT / LoRa / Wi-Fi HSPA LTE CAT 1 / M1 15 x 19 mm 49 pads GE866 / NE866 / RE866 / WE x 25 mm 77 pads UE x 25 mm 84 pads LE866 / ME866 Nested design approach (pin-to-pin compatibility) Single Form Factor for LPWAN, WLAN, and WPAN

16 SLIDE 16 NE866B1 Interoperability Key achievements and network status Successful data call against Huawei test infra in UK Successful data call against Vodafone live network in Spain the module is allowed to proceed with demos/trials! At present, Vodafone has no formal certification testing for NB-IoT modules beyond that. Most likely they will require GCF certification, but not for demos/trials. Almost completed interoperability testing Neul/HiSilicon against Ericsson and Nokia.

17 EMEA DISTRIBUTOR SALES CONFERENCE 2017 SLIDE 17 LoRa Coverage

18 SLIDE 18 Platform RE866: LoRa and Bluetooth Low Energy RE866 platform is supporting both Unlicensed Low Power Wide Area Networks (LPWAN) LoRa standard, Bluetooth Low Energy with NFC capabilities within MHz band. RE866 platform can support different BLE scenarios: Peripheral BLE roles for remote data management, installation or firmware upgrade Central BLE roles as natural bridge between BLE sensors devices connected to the module acting as a gateway sending data's to the LoRa network (up to 15 Kms away). Pin To Pin compatible with NE866 (NB1) module allowing customer to move from Licensed to unlicensed standard. Fully interoperable with all LoRa gateways such as Kerlink/Multitech

19 EMEA DISTRIBUTOR SALES CONFERENCE 2017 SLIDE 19 RE866: User Case 1 LoRa BS Dashboard IoT PLATFORM Data at Rest HTTP/TR50 API Enterprise Gateway SAP IBM Oracle SQL Microsoft Web Service Etc Peripheral/Central LoRa+BLE

20 SLIDE 20 Features Wi-Fi IoT Module Families GS2200M Battery / line powered Size constrained GS2101M Line powered Cost sensitive Price

21 SLIDE 21 Telit portfolio per technology SE873 GPS GNSS Timing Dead Reckoning

22 SLIDE 22 IoT SIM cards & custom data plans enable roaming across different regions & networks around the world 2G, 3G & 4G LTE Simple terms 24/7 Support Secure Custom plans for data, SMS and voice on tier-one networks One agreement with predictable pricing, no hidden fees or roaming charges Dedicated IoT experts and account team Multi-layer security & VPN connections IoT CONNECTIVITY Improve performance and manage cost

23 SLIDE 23 Software platforms and cloud-based services INDUSTRIAL IoT / INDUSTRIE 4.0 Powered by IoT PORTAL devicewise for MNOs devicewise for Factory securewise for Semiconductor IoT PLATFORMS A cloud-based IoT subscription service A turnkey IoT platform for mobile network operators Enterprise-grade industrial automation platform Secure remote access to semiconductor equipment IoT PLATFORM

24 SLIDE 24 Industrie 4.0 controlled access to the Cloud Manufacturing Assets client inside client inside Enterprise Systems Siemens 1500 Mitsubishi Rockwell client inside OMRON Siemens Atlas Copco Legacy PLCs Robot Beckhoff Enabling the Industrial Internet of Things Atlas Copco MSMQ RFID Readers

25 SLIDE 25 We are the only Gap- free offering of IoT end to end solution, hardware-connectivity-platform and know how SLIDE 25

26 SLIDE 26 For any additional information you can contact Melchioni at