IoT Technology and Market Development Update
2016.10.12   |   26 pages   |   Digital IoT & M2M   |   Convergence & M2M

Author:
Jon Newman


LinkedIn

Share:

Sign up to receive our latest insights and reports

Sign up

IoT investment by major operators demonstrates that there is a strong belief that M2M solutions will represent a key area for MNOs in the future.  The transition from being an interesting adjunct to mainstream services to being a strategic area in its own right is taking place now.

Operators need to establish their strategy for this area to avoid being left as a second tier connectivity provider, with the limited revenues and margins that follow from that positioning.

Infrastructure development, including dedicated network, devices and software (including APIs) and partnerships should be identified and secured as soon as possible to achieve maximum return from the area.

This report looks at what has happened to some of the early players and their solutions since the middle of 2015 (when we last reported on them) and explores the updated strategies that have arisen from real experiences.  It concludes with recommendations based on those experiences that should be considered by any MNO wishing to explore or update its own IoT position.

 

Companies: AT&T, Filip Technologies, SK Telecom, NTT DoCoMo, Delphi, Verizon, Telefónica,

Countries: US, Japan, South Korea, Spain

Keywords: Infrastructure, LoRaWAN, Smart Home, LTE, Pet Tracking, M2M, Platform, Security, Connected Car, MNOs, Modular Solutions, Partners, IoT, Consumer,

1

Overview

1

2

Introduction

2

2.1

Background to the Report

2

2.2

Report Content

2

2.3

Currency and Conversions

3

2.4

Further Questions and Feedback

3

3

IoT Business Models for MNOs

4

3.1

Introduction

4

3.2

Business Models

4

3.2.1

Connected Cars

5

3.2.2

Connected CE Devices

6

3.2.3

Connected Home Space

6

3.2.4

Tracking and Security

6

3.2.5

M2M Health Market Drivers & Deployment Strategies

6

3.3

Position in Value Chain and Monetisation

6

4

Revisiting MNO Consumer IoT Services

7

4.1

Introduction

7

4.2

AT&T

7

4.2.1

Digital Life

8

4.2.2

AT&T Connected Car

10

4.2.3

AT&T - FiLIP

10

4.3

NTT DoCoMo Pet Fit Service

12

4.3.1

Proposition Offered in 2015

12

4.3.2

Current Status and Analysis

13

4.4

SK Telecom

15

4.4.1

Commitment to IoT

15

4.4.2

Smart Home Update

16

4.4.3

T Pet Update

17

4.5

Telefónica

18

4.6

Verizon

21

4.6.1

Delphi Update

21

4.6.2

Other Verizon IoT Activities

22

5

Key Findings

24

5.1

Updated Conclusions

24

6

Recommendations

26

 

Appendix – Feedback Questions

27

Related Reports

M2M Revenue Stimulation: Product Segment & Partnership Strategies
2015.10.05

Complimentary
Report

Many mobile operators recognise that M2M communications will become an increasing source of traffic and revenue, which they will need to exploit if they are to replace the fall in voice and text revenues. Although the market for M2M is dependent on the communications capabilities of operators, it requires much greater levels of functionality than MNOs have previously had to provide, and support for an ever increasing variety of applications.  While a few operators in mature markets, such as AT&T ...

Read more

IoT & M2M: Revenue Opportunities for MNOs
2015.07.06

Complimentary
Report

In a world of declining voice revenues, many MNOs are exploring IoT services that will help to maintain, or even increase, spend from existing customers. However many of these services or connected products generate low levels of traffic and are anyway supplied by other businesses that simply use operator services to transport data. Operators must therefore try to identify IoT services that they can supply and add value to, so they will generate useful ARPUs for them. The key is ...

Read more

Connected Home: Opportunities for MNOs
2014.12.15

Complimentary
Report

The futuristic vision of a connected home sounds like a work of science fiction, but the reality is that the technology is already available and the emergence of connected homes is more a matter of marketing than science. Global companies such as Samsung, Philips and Honeywell already offer products like lights, thermostats and appliances that can be controlled via an application on a smart phone. High profile announcements from the tech giants Google and Apple illustrate the levels of interest ...

Read more

Our Clients

The EXEC strategy workshops run by MMD were the best I have seen CEO MTN Nigeria
Mobile Market Development 2015