Scottsdale New York London Singapore
Big Data and Analytics in
M2M
May 2014
Dan Shey
Practice Director – M2M, Enterprise and Verticals shey@abiresearch.com
M2M/IoT Value Chain
Professional Services Device Management Device Connectivity Device Cloud Application Development System Integration Analytics Connected Device PlatformHardware*
Connectivity**
Value-Added
Services
$10
BN
$30 -
$50
BN
$1.4
BN
$25
BN
$80
-$120
BN
$4
BN
2012
2018
Value
Chain
Value-Added
Services
* Chipsets and modules ** Cellular, Fixed, Satellite
Application Enablement Platform
Worldwide North America
$0.3
BN
$2.5
BN
$8 -
$12
BN
Worldwide North America Worldwide North America
$1.3
BN
$6
BN
$20
-$30
BN
Scottsdale New York London Singapore
Customer Evolution
Low Volume
Data Needs
Predictive and
Prescriptive
Analytics
Device OEM
Stakeholders
Partners
Multiple Stakeholders –
Internal, External
B2B
Market
Segment
B2B2C
Enhanced Support Services
Services and
Offers
SLAs, Warranty Management,
Product-AAS, New Services
Device
Intelligence
Connection
Management
CDP Platform (cellular) Agents Scripts Protocol ConversionDevice
Cloud
Applications
Development System Integration APIsServices
Consulting Project Mngmt AnalyticsHardware
Connection
Gateways, Routers, ModulesEvent Alerts
High
Volume
Business Unit
B2C
M2M Value
Chain
Data Mngmt Basic Analytics Device MngtM2M/IoT Big Data and Analytics
• Three phases of analytics:
• Descriptive and Diagnostic
• Predictive
• Prescriptive
• Five leading use cases:
• Predictive Maintenance
• Product/Service Development
• Usage Behavior Tracking
• Operational Analysis
• Contextual Awareness
Revenues 2013 2018 $1.9 BN$14
BN
Scottsdale New York London Singapore
Big Data and Analytics Suppliers: “White Space”
Data Integration & Data Visualization First-Stage Predictive Analytics Machine Learning Hedge funds – pricing optimization
Credit card providers – customer rating Real estate – portfolio-risk management Pharmaceuticals – drug research
Transport – fuel-cost reduction Agriculture – yield optimization Oil and gas – field exploration
Energy distribution – smart-grid operation Manufacturing – predictive maintenance Construction – building-site safety
…and so on and so forth…
Big Data and Analytics Supplier Demographics
Supplier Segmentation Industries and Applications Data Storage Data Integration Data Visualization Predictive Analytics Machine Learning• Real estate – portfolio risk management
• Pharmaceuticals – drug research
• Transport – fuel cost reduction
• Agriculture – yield optimization
• Energy distribution – smart grid operation
• Data centers – cooling system predictive maintenance
• Manufacturing – predictive maintenance
• Manufacturing - yield optimization
• Distribution – inventory management
• Healthcare – heart disease onset predictions
Established Suppliers Start-ups
Finance
Media
Energy
Hedge funds – pricing optimization
Credit card industry – customer risk scoring
Oil and gas – field exploration
Energy distribution – smart grid operation
E-commerce
Social media activity matching to transaction and web-clicks
Scottsdale New York London Singapore
M2M Big Data and Analytics Revenue Sources
Data
Integration
Data
Storage
Data
Presentation
Data
Analytics
Professional Services
Aggregation and integration of the collected data streams in a manner that makes them suitable for analysis; integration with other possible data sources is included in this component.
Implementation and management of the data store holding the data sets that have been integrated for the analytics process.
Processing of the data by an analytics engine and the subsequent delivery of insights; all three forms of analysis (descriptive, predictive, and prescriptive) are included in this component.
Further presentation of the delivered analytical insights to the end-user in the form of reports, visualizations, or dashboard mash-ups.
Supplier Products and Services Coverage
Data Storage
Data Integration
Analytics
Data
Presentation
Mnubo
Mtell
Rapid Miner
Skytree
TempoDB
Platfora
Software AG
Ayata
Cirro
Splunk
Tableau
Cloudera
Datawatch
Scottsdale New York London Singapore
Analytics Phases
Why – After Event or
Failure
When and How –
Before
Event or Failure
Analytics built into
Decision Management
“If This – Then That”
Descriptive and
Diagnostic
• Simple statistical
tools
• Data management
• Presentation
Technologies
• Statistical modeling
methods
• Statistical
programming skills
• Inter-departmental
acumen – IT, OT and
Engineering
• Statistical modeling
methods
• Statistical
programming skills
• Inter-departmental
acumen – IT, OT
and Engineering
• Systems integration
• Machine learning
Predictive
Prescriptive
M2M Analytics Revenues
85%
14%
1%
53%
38%
9%
2013
2018
Scottsdale New York London Singapore
Product/Service Development
Product
Service
Descriptive/
Diagnostic
Predictive
Prescriptive
Evolving
Products and
Services
Usage Behavior Tracking
Descriptive/
Diagnostic
Predictive
Prescriptive
Smart Metering/
Smart Grid
Usage-based
Insurance
Derive pricing
and offers to
“incent” usage
behaviors
Scottsdale New York London Singapore
Operational Analysis
Descriptive/
Diagnostic
Predictive
Prescriptive
Contextual Awareness
PASSIVE
•
Traditional Telematics: eCall, bCall,
diagnostics, SVT, UBI
•
Cellular (2G)
ACTIVE
•
Obstacle detection and collision avoidance
•
ADAS: Radar, machine vision, sonar
COOPERATIVE
•
V2V and V2I
•
DSRC (4G LTE, long-range BT, RFID)
AUTONOMOUS
•
Driverless vehicles
•
Cellular + V2X + ADAS sensors + Lidar
Descriptive/
Diagnostic
Predictive
Scottsdale New York London Singapore
Maintenance and Repair Segments and Spend
Condition Monitoring
Predictive Maintenance
Preventive Maintenance
Corrective Maintenance
Condition-based MaintenancePlanned Maintenance
0 200 400 600 800 1,000 1,200 1,400 2013 2014 2015 2016 2017 2018 2019 (U S $ B illio n s ) Enablement ExecutionMaintenance Analytics
Infrastructure
Industrial
Vehicles
Scottsdale New York London Singapore
M2M/IoT – Tip of the Iceberg
Services
Expansion
Market
Expansion
Micro-Markets
Citizen
Empowered
Cities
Equipment
Replacement
New Business
Models
Thank you
Dan Shey
Practice Director – M2M, Enterprise and Verticals shey@abiresearch.com
