Mobile network operators (MNOs) were very active especially in the low-power, wide-area networking (LPWAN) arena which is positive in terms of driving industry scale. Companies in the platform services segment were even more active highlighting the scope for value creation higher up the industry value chain. The industry dynamics between MNOs and platform service providers will set up an interesting strategic challenge – that of scale vs. value – which will affect all market participants over the coming years.
Jan 11, 2016
2015 in Review: The strategic balance between IoT scale and value
Mobile network operators (MNOs) were very active especially in the low-power, wide-area networking (LPWAN) arena which is positive in terms of driving industry scale. Companies in the platform services segment were even more active highlighting the scope for value creation higher up the industry value chain. The industry dynamics between MNOs and platform service providers will set up an interesting strategic challenge – that of scale vs. value – which will affect all market participants over the coming years.
Dec 29, 2015
Vendor strategies aim to drive IoT uptake
Nov 8, 2015
Lessons from IoT Week Korea
I had the good fortune to attend IoT Week Korea 2015 in Seoul during the week of 26-30 October. This was a great opportunity to check in on Korea’s 2014, IoT Master Plan [1] and gauge how this leading edge country is mastering the IoT opportunity.
It was interesting to note that the corporate sponsors for this event were SK Telecom and PTC (owner of ThingWorx). PTC, of course, has made strategic and investment commitments to capitalize on what it views as a significant market opportunity.
There were two parts to the event – a sizable display zone and a full-day conference with four parallel sessions focusing on key technologies and solutions.
Oct 4, 2015
IoT growth options for service providers
It’s clear that companies are keen to capitalise on the IoT opportunity. This should be no surprise given the drum-roll of multiple billions of connected devices from different analyst firms. What holds companies back is their relatively incomplete grasp of:
- how the market will develop along different dimensions,
- where the innovative commercial opportunities are crystallizing,
- and, what strategic initiatives will help companies to position themselves to capitalize on market opportunities (as distinct from worrying about where the next tranche of connected device sales will come from).
Just like the countryside below our strategist on top of the hill, it’s useful to think of the IoT map in terms of a cube to illustrate three avenues of growth.
Jul 19, 2015
Co-opetition in Digital and IoT markets
HERE is an important enabler for mobile value-added services. One element of its technology captures location content such as road networks, buildings and traffic patterns. Other businesses then purchase or license this mapping data along with navigation services from HERE. Smartphone Apps, to make use of mapping data, form a part of its technology portfolio.
The potential acquisition of HERE by three German car makers – BMW, Daimler and Audi – is relevant to the telecoms industry for several reasons.
Jun 21, 2015
IoT alliances and interoperability
In discussions with company executives, a recurring theme is that nobody wants to take a bet on any single ‘standards’ approach. As a result, many companies choose to hedge their bets and participate in multiple initiatives. Having examined several of the leading initiatives from different dimensions, it’s debatable whether companies are getting a strategic, product-development return on their participation (setting aside brand-building and corporate networking benefits).
There are many different ways to look at each of initiatives. For this post, let’s begin by concentrating on their mission and primary objectives.
May 21, 2015
Roadmap for IoT strategy
In many respects, the subjects under discussion have been disappointing. They indicate that many parts of the industry are still coming up the M2M learning curve and some way off dealing with the commercial implications of the IoT market. In terms of the competitive landscape that is forming around the IoT, company executives who are coming to terms with M2M are not yet in a position to plan sustainable IoT strategies.
So, how do you tell if your organization is working with an M2M mind-set and whether it has embarked on the transition from M2M to IoT?
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