meet&greet #3 - iot vietnam

InternetofThings-theroleofstartupsinVietnam

IoT

DannyGoh

Consumer

IoTistheinter-networkingofphysicaldevices-connecteddevices

WhatisIoT?

ConsumerWearables

Consumer:ConnectedHome

Consumer:Security

Consumer:AssistedLiving

Industrial:SmartEnergy

Industrial:SmartManufacturing

Industrial:SmartFactories

Industrial:SmartRetail

Industrial

Opportunities

50billionsmartobjectsby20201

$11-$14trillioninthepotentialglobalimpactofIoToverthenext10years2

75%ofenterprisesthatareresearching,piloting,ordeployedIoTapplications3

1.Source:DHLandCisco,“InternetofThingsinLogistics”April20152.Source:Averagedfrommultiplesources:IDCGartner,Mckinsey3.Source:IDGEnterprisemarketing,“StateoftheNetwork2016”February2016

Marketadoption2016

MachinaResearch:EnterpriseinternetofThingssurvey,August2016

Ourworldismuchmoreconnectedthanweknow,wecanalreadyutilisealotoftheexistingconnectivity

IoTconnectivity

WIFI

3G/4G/5G

Bluetooth

NFCRFID

IR

RF

Connectivity

WhereisIoTtoday?

Connectedcommunity

Softwareintegrationandintelligenceisneglectedandyettobuildarealconnectedcommunitytoembedand

It’sstillearlystage

ThereisnotalotofVCinvestmentinIoTstart-upyetbecauseitisstillprettymuchenterpriseandgovernmentdriven

It’snotabouthardware

IoTisnotonlyabouthardware,it’saboutusingadevicetoconnectittoeachotherviadifferentconnectivitynetwork

Hugeopportunity

Theopportunityishugeforengineersbecauseinnovationisheavilyneededfromthetechnicalside,andthebusinessworldiseagerlywaitingtoinvest

Valuechain

Hardware

horizontalsupplyvalue

Connectivity System

Valuechain

Hardware

horizontalsupplyvalue

verticaladd

edvalue

Connectivity System

• Makercommunity• Wearables• Smarthome• Gatewayvendors• mHealth

• Wifi• 3G/LTE/5G• Bluetooth4.2• NFC• RFID• Infrared(IR)• RadioFrequency(RF)

• Consumerapplications• Enterprisesystems• Security• Governance

IoTistheinter-networkingofphysicaldevices-connecteddevices

IoTonwards

TechnologyIntegration

Thevalueaddedchainrequiresstrongintegrationbetweendifferenttechnologies

IoTIntegration

Analytics ArtificialIntelligence

AR/VR/MR Connectivity Infrastructure BigData Security Storage

IoThorizontalchain

Devices Connectivity Platform Application EnterpriseSystem

Datacapture(sensor)

Datatransmission

Datamanagement Datastorage Data

monetisation

IoThorizontalchain

Devices Connectivity Platform Application EnterpriseSystem

Datacapture(sensor)

Datatransmission

Datamanagement Datastorage Data

monetisation

SoftwareEngineers

IoThorizontalchain

Datasecurity Privacy Ownership Governance

Devices Connectivity Platform Application EnterpriseSystem

Datacapture(sensor)

Datatransmission

Datamanagement Datastorage Data

monetisation

IoTtrendin2017

ConsumerIoT

• Lackofscalability• Lackofinvestment• Lackofcompatibility

IoTtrendin2017

ConsumerIoT IndustrialIoT

• Lackofscalability• Lackofinvestment• Lackofcompatibility

•Bigcorporatesneeds•Governmentinvestment•Complianceandsecurity

IoTadoptionbycompany

Crossindustries

Devices Technology

• Computer• Mobile Phone• Wearables• Virtual headset• AR devices• IoT devices• Drones

• Blockchain• Artificial Intelligence• Programming

Industries

• Fintech• Insuretech• Edtech• Adtech• Healthtech• E-Commerce• …..

Conclusion

IoTisthefuture

TheworldisgoingtochangeintoanIoTworldinthenext10years.

EverythinghasgottodowithIoT

Everythinginthefuturearoundusisgoingtobeconnectedonewayoranother

Exitopportunityishigher

Exitopportunityishigherbecausethebusinessworldiseagerlywaitingfor‘new’technologytoinvest/acquire

VietnamhasmorechancesinIoT

VietnamhasthehighestpotentialtoadvanceinIoT,engineers,testfields,enterprises

StartupbootcampIoTStartups

HotIoTstartups

IoTsecurity

Platform/Analytics/Software

Platform/Analytics/Software

Industrial

Connectedproducts

SmartHome