UNA FINESTRA

SUL FUTURO DI IoT

Barbara Pareglio

IoT Technical Director at GSMA

IoThings Week 25th of May 2020

IoT Big Picture

IoT: what are our hopes / expectations?

Source: GSMA Intelligence IoT Forecast 2019

10,295

24,630

2018 2019 2020 2021 2022 2023 2024 2025

Global IoT connections, 2018-2025

Million

2.4x

~ half of the

connections

will be in

Asia Pacific

4

88Operators have announced plans to launch 5G services

across

55countries

5GIS ON

30across

countriesOperators are already commercially live in May 2020

74

Note: This data is up-to-date as of May 20, 2019

IoT Enterprise Survey: What are enterprises telling us?

IoT: the rise of enterprise

Source: GSMA Intelligence IoT Forecast 2019

6.2xSmart Manufacturing

3.9x

Smart Buildings

4.0xSmart cities

6,242

11,370

4,053

13,260

2018 2019 2020 2021 2022 2023 2024 2025

Axis Title

Consumer IoT Enterprise IoT

10,295

24,630Global IoT connections

Million

Mandated by HQ

Driven by local champions

40%60%HQ lead the way

Comply with regulation

Benefits& compliance equal

50%

Business benefit

50%

65%

Standalone initiative

35%Digital transformation is on!

Part of transformation

agenda

Cost saving still key

56%

Generate new revenue

44%

Save costs

IoT: the rise of enterprise Digital transformation is on enterprises’ agenda

Source: GSMA Intelligence IoT Enterprise Survey 2019

IoT: the rise of enterprise With 5G on enterprises roadmap

Which of the following are very important features or capabilities for the success of your future IoT deployments?

62% Reliability

Higher data transfer speeds

55%

Ultra responsive

systemRemote

on-boarding Dedicated/

localised coverage (Private Network)

Virtual network(Slicing)

Massive IoT density

48% 49%

48%

44% 47%

Source: GSMA Intelligence IoT Enterprise Survey 2019

National Coverage is a key.

60% of enterprises requires

coverage in multiple regions

or an entire country.

9

STRATEGIC VERTICAL MARKETS

Scaling the IoT in the 5G Era

Automotive / C-V2X

• Drive C-V2X as the preferred solution on a global basis

• Demonstrate the multi-modal benefits of V2I (Infrastructure) and V2P (Person) for personal safety and improve the city environment reducing congestion and pollution

Aviation / Drone Connectivity

• Communicate and advocate the advantages of SIM enabled drones and MNO services for the broader aviation sector

• New service creation and opportunities for providing UTM services

• Represent and provide examples for autonomous BVLOS growth from mobile communications

Manufacturing / Private Networks

• Identify and communicate the advantages of operator-managed networks (private, public or intermediate model) and 5G IoT for Manufacturing

• Help MNOs understand better customer needs and explain the benefits of using 5G IoT to enterprise

• Promote the concepts and use cases of non-public networks to wider manufacturing industry in addition to the regulatory attitudes and availability of spectrum for non-public networks in key markets

Our vision is to enable the IoT, a world in which consumers and businesses enjoy rich new

services, connected by an intelligent and secure mobile network. Achieved by industry

collaboration, appropriate regulation, optimising networks as well as developing key enablers

to support the growth of the IoT in the longer term.

COVID-19 Impact on IoT

Extraordinary macro-environment as

a result of COVID-19

-10%

-5%

0%

5%

10%Global Euro area US China

Demand

Manufacturing PMI (% yoy)

Supply

• Weaker short cycle demand led by

automotive and consumer facing sectors

• China stabilised through March, rest of

world deteriorating

• Rise in unemployment, reduced

consumer purchasing power

• Production impacted – sector dependent

• Supply chain, logistics constraints

• Travel and site restrictions hold back

services and project installations

GDP contraction

2019

2020

20212019

Potential impact on timelines

Projects put on

hold/cancelled

Supply chain issues

Longer replacement

cycles

Short term Medium term

Government

measures

Digital

transformation

Need for greater

operational visibility

(incl. supply chain)

Need for automation

Long term

Raise of software

tools: AR, AI/ML,

growth of Cloud

Pressure on CAPEX

Smart cities Smart

Manufacturing

Smart

Retail

Smart

utilities

Smart

health

Enterprise

Others

Smart Buildings

When and how will verticals be impacted?

Increase of gamesConsumer IoT

stalling this year

Smart home

Smart vehicles Wearables

Consumer

Electronics

Impact differs by applications

Source: GSMA Intelligence IoT 2020

GSMA COVID-19: Industry updates and guidance

COVID-19 Privacy Guidelines:

These guidelines reflect recommendations on how the mobile industry may

maintain trust while responding to governments and public health agencies

that have sought assistance in the fight against COVID-19.

Cross-Border Data Flows: Realising benefits and

removing barriers

This report describes the benefits of cross-border data

flows for individuals, businesses and governments, and

explores the damaging impact of data localisation

measures

https://www.gsma.com/newsroom/covid-19-industry-updates-and-guidance/

THANK YOU!

GSMA IoT on LinkedIn

http://gsma.at/iot

Beyond Connectivity

GSMA IoT

https://www.gsma.com/iot/

GSMA on Twitter

https://twitter.com/GSMA

GSMA IoT YouTube

https://gsma.at/iotplaylist

GSMA IoT Resources

https://www.gsma.com/iot/iot-resources/

Manufacturing

Automotive

https://www.gsma.com/iot/automotive/

Connected Skies

https://www.gsma.com/iot/

connectedskies/

https://www.gsma.com/iot/

manufacturing/

https://www.gsma.com/

beyondconnectivity/

GSMA Backup slides

WHAT IS BEYOND CONNECTIVITY?

The global Internet of Things market will be worth $1.1 trillion in revenue by 2025 as market value shifts from connectivity to platforms, applications and services, according to new data from GSMA Intelligence.

Beyond Connectivity describes how mobile operators are delivering innovation and transformative IoT solutions to customers across:

Leading IoT operators and their partners are delivering substantial benefits to their customers, driving innovative new products and services, delivering more business opportunities - and creating a more sustainable and productive world.

17

IoTBig Data

Data Analytics

Distributed Ledgers

Edge Computing

Machine Learning, AI

20 CASE STUDIES – VERTICALS AND OPERATORS

AGRICULTURE

(4)

ENERGY,

UTILITIES

(2)

INDUSTRIAL

(1)

HEALTHCARE

(1)

APAC

(9)

Europe

(2)

Greater

China

(2)

LATAM

(4)

North

America

(2)

Mena

(1)

20 Case

Studies

SECURITY,

SURVEILLANCE

(2)

TRANSPORT /

LOGISTICS

(6)

SMART HOME /

BUILDING

(2)

SMART CITIES

(2)

MARKET OPPORTUNITIES DELIVERABLES – POC AND REPORTS

https://www.gsma.com/iot/beyond-connectivity-iot-market-opportunities/

Big Data, Machine Learning

and Artificial Intelligence

IoT Edge Computing Distributed Ledgers,

Blockchain for the IoT