new business opportunities for cellular iot cellular iot market worth $9.65 billion by 2025 (cagr:...

Download New Business Opportunities for Cellular IoT Cellular IoT market worth $9.65 Billion by 2025 (CAGR: 21.4%)*

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  • Copyright © 2018 Arm, All rights reserved.

    New Business Opportunities for Cellular IoT

    Loic Bonvarlet

    Director of Marketing – Secure Identity

    Arm

  • 2Copyright © 2018 Arm, All rights reserved.

    Key Takeaways

    Cellular IoT market worth $9.65 Billion by 2025 (CAGR: 21.4%)*

    New SIM technologies unleash cellular IoT and new business opportunities

    Arm Kigen offers a range of solutions for each of the ecosystem players

    * Source: Grand View Research 2018

  • 3Copyright © 2018 Arm, All rights reserved.

    Recognize These?

  • 4Copyright © 2018 Arm, All rights reserved.

    Cellular in IoT – Global, Scalable, Secure

    0.1 0.5

    8.2

    14.4

    22.9

    34.8

    50.1

    0

    10

    20

    30

    40

    50

    60

    1 2 3 4 5 6 7

    B ill

    io n

    s o

    f th

    in gs

    c o

    n n

    ec te

    d t

    o t

    h e

    in te

    rn et

    Number of connected things

    10 Billion Devices (1.5 /person)

    50 Billion Devices (8 /person)

    Data from connected things

    2010 1.2 ZB

    2012

    2.8 ZB

    2015 8.5 ZB

    2020 44 ZB*

    *ZB: Zettabytes (10^21 bytes)

    Data explosion outpacing technology

    $202 B $69 B $445 B $36 B

    Automotive Consumer electronics

    UtilitiesHealthcare

  • 5Copyright © 2018 Arm, All rights reserved.

    IoT: a Complex Value Chain with Multiple Challenges IoT service user

    Cloud services & device management

    Network

    Edge gateway

    OEM/ODM

    Module vendor

    OS & ISV

    Roots of trust

    SoC manufacture

    SoC vendor

    EDA vendor

    IP vendor

    Fragmented devices

    ecosystem

    Inconsistent security

    Complex IoT value chain,

    multiple stakeholders

  • 6Copyright © 2018 Arm, All rights reserved.

    IoT Deployment with “new” SIMs

    SIM for identity and authentication *SIMs based on eUICC (embedded Universal Integrated Circuit Card) can now be remotely provisioned with an Operator profile

    Vending

    Smart cities

    Air Condition/Heating

    Transportation

    Service Gateway

    IoT Cloud

    Remote SIM provisioning

    service*

    Multi-Service Gateway

    No physical handling

    Simplified distribution

    Secure provisioning

  • 7Copyright © 2018 Arm, All rights reserved.

    SIM Evolution – Opening New Possibilities

    SIM eSIM

    Mini SIM 25 x 15mm

    1996

    Micro SIM 15 x 12mm

    2003

    Nano SIM 12.3 x 8.8mm

    2012

    eSIM (MFF2) 6 x 5mm

    2016

    iSIM

    iSIM Fraction of mm2

    20 years in the making

  • 8Copyright © 2018 Arm, All rights reserved.

    Change in Lifecycle with eUICC

    Manufacture SIM

    Select MNO

    Personalise

    SIM Distribute

    SIM Activate

    SIM Use SIM

    End of Life

    Distributed with device

    Manufacture eSIM Personalise eSIM

    (Provisioning Profile)

    Pre-issuance

    $ $ $$ $$

    $ $$ $$

    $$

    Select / Change MNO

    Use eUICC

    Personalise eUICC (Operational Profile)

    End of Subscription

    Post-issuance

    $

    SIM

    eSIM

  • 9Copyright © 2018 Arm, All rights reserved.

    Possible Cellular IoT Value Chains

    Arm IP SiP Module Maker

    OEM Enterprise Services

    Arm IP SiP Module Maker

    OEM MNO Enterprise Services

    MNO1

    MNO2

    SIM Vendor

    SIM Vendor

    SIM

    eSIM

  • 10Copyright © 2018 Arm, All rights reserved.

    eSIM Projections: explosive growth this year M2M/IoT eSIM Shipments

    Worldwide Forecast: 2016 to 2023 (ABI Research Oct 2018)

    0

    50

    100

    150

    200

    250

    1 2 3 4 5 6 7 8

    系列1 系列2

    (M ill

    io n

    s)

    (M ill

    io n

    s)

    eSIM Smartphone Shipment Penetration Rate Worldwide Forecast: 2016 to 2023 (ABI Research Oct 2018)

    0.0%

    10.0%

    20.0%

    30.0%

    40.0%

    50.0%

    60.0%

    70.0%

    80.0%

    90.0%

    100.0%

    -

    200

    400

    600

    800

    1,000

    1,200

    1,400

    1,600

    1,800

    2,000

    1 2 3 4 5 6 7 8 9

    系列1 系列2

  • 11Copyright © 2018 Arm, All rights reserved.

    Added SIM Use Cases

    Category Emerging use-case Most suitable type of SIM

    Industries likely to benefit the most

    Devices likely to benefit

    Merits of the SIM

    Cellular connectivity

    Machine/device authentication and connectivity in IoT market

    Reprogrammable embedded for some use-cases. Any type of SIM for other use-cases.

    • Automotive • Utilities • Healthcare • Agriculture

    • Connected cars

    • Smart meters

    • Sensors

    • Wide coverage

    • Ultra reliability

    Value-added services

    Mobile-based digital identity and authorisation

    Any SIM (reprogrammable or non-reprogrammable; removable or embedded)

    • Public administration • Public transportation • Banking, finance,

    insurance • Healthcare • Education

    • Handsets • Wearables

    • Security • Wide

    coverage • Wide

    adoption

  • 12Copyright © 2018 Arm, All rights reserved. 12

    Driving Automotive Forward

    Copyright © 2018 Arm TechCon, All rights reserved.

  • 13Copyright © 2018 Arm, All rights reserved.

    Distributed Intelligent Sensors and Processors

    Mid-range

    radar

    Ultra sonic

    sensor

    Mid-range

    radar

    Mid-range

    radarMid-range

    radar

    Rear view

    camera

    Lidar

    360° camera

    360° camera

    360° camera

    Front view

    camera

    Ultra sonic

    sensor

    Long-range

    radar

    Laser

    scanner

    Cabin monitor camera

    Microphone

    Biometric sensors

  • 14Copyright © 2018 Arm, All rights reserved.

    Enabling Today as Well as Tomorrow Identity and remote provisioning

    Vehicle with two integrated SIMs

    Consumer eSIM/iSIM

    • Voice, text, internet

    • WiFi access point

    M2M eSIM/iSIM

    • Telematics

    • Emergency calls, Tracking

    • C-V2X

    Arm Kigen SIM provisioning solution

    Arm Kigen SIM OS

    Automotive-grade eSIM/iSIM enabling future-proof cars

  • 15Copyright © 2018 Arm, All rights reserved.

    Automotive Opportunity “Data, cloud technology and new business models will be the major drivers of innovation and create an ecosystem around our core product,” said Alfons Pfaller, head of infotainment development, AUDI AG

    98% Of all new cars with modems

    Car manufacturers MNO & services providers

    Simplified fleet management

    Single SKU, reduce manufacturing complexity

    Global connectivity

    Car manufacturers can offer new services (eCall, breakdown, maintenance)

    SIM-based identity services – payment, ticketing, car-sharing, mobile marketing

    5G ready

    New services (Telefonica fleet management service)

    $1B Verizon revenue IoT and

    telematics

    1M New cars added to

    AT&T each quarter

  • 16Copyright © 2018 Arm, All rights reserved.

    MNO/MVNO Benefit from IoT Device Diversity Devices based on common security principles and standards

    SILICON PARTNER A SILICON PARTNER B SILICON PARTNER C

    OEM 1 OEM 2 OEM 3

    SILICON PARTNER D

    MNO

  • 17Copyright © 2018 Arm, All rights reserved.

    Introducing the Arm Kigen Family

    Arm Kigen SIM OS

    • Secure, GSMA compliant SIM OS stack

    • Optimized for code compactness and implementation flexibility

    Arm Kigen SIM services

    • GSMA SAS-SM accredited remote SIM provisioning server

    • Designed for easy integration, flexibility and scalability

    Arm Kigen SIM Service

    Network Access

    IoT Device

    Provisioning of profile

    Arm Kigen SIM OS

    Provisioning Request

    Cellular Network

    CAT-NB1

    CAT-M1

    LTE-CAT1

    LTE

    5G

    2G, 3G

  • 18Copyright © 2018 Arm, All rights reserved.

    GSMA SAS-SM accreditation fully completed

    UK Redhill Data Center

  • 19Copyright © 2018 Arm, All rights reserved.

    Partners announcements with Kigen

  • 20Copyright © 2018 Arm, All rights reserved.

    Leading SIM Solutions Provider Identity and remote provisioning

    >700M SIMs enabled

    50% of regional SIM vendors

    #4 in SIM Cards (volumes)

    A differentiated model…

  • 21Copyright © 2018 Arm, All rights reserved.

    Kigen – Flexible Business Models

    Remote Service Offer

    On-premise

    Product Offer

    Hosted

    Service Offer Self-service

    Product Offer

    Hosted by Partner

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