iot in action - events.static.linuxfound.org · iot in action architecting, securing & scaling...
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IoT In ActionArchitecting, Securing & Scaling Applications
Santa Clara, CA | Tuesday, April 4th | 11:30am–12:20pm
Digital Disruption Is Changing Every Facet of Our Lives
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Under Attack from New Entrants
At Risk for Disruption
Disrupted Business Models
Next ?
© 2017 IHS Markit. All Rights Reserved
Connected Devices & New SensorsEnable New Opportunity
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What we do today
What we are working on now
Where we want to be
Connect Devices
CollectData
AccessData
Complex Analytics
Unique Value
• Connectivity
• Intelligence
• Sensors
• Storage
• Cloud
• Standards
• Open APIs
• “Big Data” • Realize the true
potential of a
connected society
© 2017 IHS Markit. All Rights Reserved
Connected Devices –Installed Base & Shipment Forecast
6Source: IHS Markit Factory of the Future Report, November 2016
IoT Devices - Extended Forecast - Installed Base & Shipments
© 2017 IHS Markit. All Rights Reserved
2021 DC Servers $57B,Driven by New Worldwide Compute Demand
5
DC Server Revenue Forecast by Form Factor
Source: Data Center Server Equipment Quarterly Market Tracker: Regional, March 2017
© 2017 IHS Markit. All Rights Reserved
Bare Metal SwitchingContinues Long-term Growth
• Bare metal switches to reach 19% of ports shipped in 2021, up from 10% in 2015
• Maturity of open source switch OS and orchestration software aids adoption
• Purpose-built switches to represent 58% of ports shipped in 2021
• Blade switches to represent 14% of ports shipped in 2021
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Data Center Ethernet Switch Port Forecast by Switch Type
Source: IHS Data Center Networks Intelligence Service – March 2017
© 2017 IHS Markit. All Rights Reserved
SDN and NFV:3 Distinct Markets
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Source: IHS Infonetics SDN & NFV Intelligence Service; 2H 2016
© 2017 IHS Markit. All Rights Reserved
Majority of RevenueIs from Existing Segments
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Carrier NFV Market
Source $B % of 2020 Market Categories
New $1.7 11% NFV: NFV MANO, Outsourced Services
Displaced $2.4 16% NFV: NFVI Hardware
Existing $11.5 74% NFV: VNFs
TOTAL $15.6 100% Total Carrier NFV
Carrier, DC and Enterprise LAN SDN Market
Source $B % of 2020 Market Categories
New $6.9 26%SDN: Orchestration and Controller, SDN Network Apps,
Outsourced Services
Displaced $2.0 8% SDN: Orchestration and Controller
Existing $17.1 66% SDN: SDN Hardware
TOTAL $26 100% Total Carrier, DC and Enterprise LAN SDN
© 2017 IHS Markit. All Rights Reserved
Takeaways
Digital transformation brings disruption
IoT traffic the next big wave
SDN & NFV driving opportunity$0.95
$15.50
$0.80
$17.30
$0.10
$8.70
0
5
10
15
20
25
30
$0
$5
$10
$15
$20
$25
$30
CY14 CY20
Reven
ue (
US
$ B
illi
on
s)
NFV
Carrier SDN
DC and enterprise SDN
© 2017 IHS Markit. All Rights Reserved
Cliff Grossner, Ph.D.Research Director & Advisor
Cloud and DC Research Practice
IHS Markit
+1 408.583.3385
@cliffgrossner | @IHS4Tech
Liz CruzAssociate Director
Cloud and DC Research Practice
IHS Markit
+1 512 582 2028
@IHS4Tech
Ritch DusomePresident & CEO
CENGN
Bruce GregoryCEO, CORSA
Ali TizghadamTechnology Strategy Manager
TELUS
Jason VennerVP, Engineering for Contrail
Juniper Networks
Mathieu LemayCEO, Inocybe Technologies