How 4.5G IoT enables Vertical Industries. Jörg Diederichs CTO/VP New Business Huawei Europe

Transcription

1 How 4.5G IoT enables Vertical Industries Jörg Diederichs CTO/VP New Business Huawei Europe

2 Market and Trends

3 Industry Opportunity Technology IoT is Leading Vertical Industries Innovation and Transformation 60% of organizations 24% of IT budgets 63% of IoT adopters are using & implementing IoT service* are allocated to IoT are seeing "significant" returns on investment Home Track & Trace Utility 3.6B** Smart City 6.2B Vehicle 1.6B 1.1B 2.5B IoT as a Retail 100M 90%+ business store IoT data and applications in the cloud Health 650M Elevator 23M * 1,096 qualified respondents from 17 countries across11 verticals ** IoT connections by 2020 Source: Machina, Circle-research,Gartner, IDC & Huawei Research 3

4 Market size by 2021 Industry Opportunity Technology $89B Market with 3.5B s for Telco by Focus: Water Metering, Parking, Lighting, Smart Home FMS UBI $16B $15B $16B Smart City white goods bicycle sewer covers $18B Smart Home Water metering Parking tracking gas metering Lighting electricity animals environment agriculture smoke detector fire hydrant Operator Participation 3.5B s by 2021 water others electricity gas smart home lighting UBI white goods tracking FMS bicycle sewer covers animals agriculture smoke detector environment parking fire hydrant Source: Huawei IoT MET Operator Addressable Unit: Million

5 Industry Opportunity Technology Huawei IoT Project Scope What we do: Public Utilities IoT Management Platform Mgmt Industry 4.0 Smart Homes Green Energy Device Mgmt Application Enablement IoT Infrastructure Security Big data security threat prevention Wireless networks, enterprise IoT gateways, home IoT routers Cloud based IoT platform IoT chips (with built-in Huawei LiteOS) Ecosystem development: enabling partners and Telco to meet IoT needs 2G/3G/4G/ elte/nb-iot/5g Huawei LiteOS Chips Module Agile IoT gateway Smart home gateway IoT firewall Endpoint security protection What we don't do: Applications IoT device development IoT device reselling End-to-end integration NB-IoT module 5

6 4.5G Use Cases 6

7 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator Street Parking: IoT Parking as a 24M Challenges Parking Company City Driver Global Road Parking Spaces by 2020 Low Turnover Rate High Labor Cost Heavy Traffic Invisible Parking Space Parking Company Business 1,000 parking spaces in 3 years Manual Parking Management Revenue* $2.74M Labor cost** $1.62M 2X Available parking space inquiry Missing payment prevention * Revenue: $2.74M = 1,000 parking spaces x $2.5/day x 365 days x 3 years ** Labor cost: $1.62M = 60 staffs x $750/month x 12months x 3 years 95% Revenue Parking Company $5.21M headcounts $0.27M Smart Parking by NB-IoT 5% Revenue $0.27M Telco shares 5-10% revenue Parking Mgmt System IoT platform Device 3 rd Party APP Parking Lots $7.5 ARPU $0.46 ARPU Telco Business Modeling Fast/easy application integration, secure access Device status & location visualization Alarm when battery low Open API to 3 rd parties (maps, cities, etc.) Improved reading success rate & battery life Device HW* + installation + integration + 3 yearmaintenance *Parking sensor cost: approx. $130 / unit 7

8 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator Smart Lighting: Value-added based on Cloud 276 millions LED replacement Global Market by 2020 Light-On Rate (Not only about a city image) EMC Saving is Earning Group Control Precision Operation Ceiled Power Saving Complex Operation & Maintenance Power Consumption Baseline Lighting Operator Project (40,000 units) Cloud and Platform s beyond Power Saving Actual Power Consumption LED Replacement + Individual Light Control + IoT Platform / Cloud Precision Control / Intelligent management ~20% LED Replacement ~50% Power Saving Cloud IoT Platform Device $x/ month $x / month Application integration Remote light control and configuration Device status & location visualization Alarm when unhealthy Open API to city, police, etc. NB-IoT Network QoS: Improved light-on rate 8

9 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator Water Metering: A Start to Smart Water High labor cost Telco market of smart meters by 2020 & misreading compensation Leakage Multi-tier Pricing 410M 240M 90M 700K Water Meters,12 Years Life Cycle Manual reading (million USD/year) Water Company Business Leakage loss Misreading compensation Meter reading cost Meter Amortization NB-IoT smart utilities (million USD/year) Cost Saving $9.3MUS/year 5 30% 80% 40% Telco's Revenue: $ 3.2M / year IoT Platform Connectivity Meter Telco Business Modeling Device status, location & alarm Remote device control, configuration & upgrade Open API Improved reporting success rate in all scenarios Flow Vibration PressureTemperature $4.6US /meter/year 700k meters Telco Income : $3.2MUS/year ($1,600/site/year ) 9

10 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator Electricity Metering: More Reliable, Controllable & Adaptable Noise Attenuation Distortion Suburban & Remote Area Low density, high power line noise Dense Town Center High density, complex architecture, difficult wiring Factory & Plant Complex electromagnetic environment Interference Low metering success rate: < 95% High wiring cost Contributing elements: transformers, converters, LEDs, solar panels, chargers Meter Supplier Government 80% smart electricity meters across Europe by : CO 2 emission down by 20%, green power up to 20% & energy efficiency up 20% versus1990 Dynamic balance between non-green and green power production to avoid grid instability UPGRID project (2014): a fund of 12M to support smart metering trials in Portugal, Spain, Poland & Sweden Grid Operator Telco Operator NB-IoT module inside Improved metering success rate: > 99% Dying-gasp alarm & reporting: < seconds Remote power shut-down, configuration & upgrade Telco-grade network security Smooth evolution for Smart Grid via NB-IoT Cloud IoT Platform Meter Meter status diagnosis, maintenance & upgrade (vs. PLC meters & data concentrators) API data service suites (dynamic power, tiered pricing ) Batch support of meter group management Secure access to electricity devices Hybrid electricity & gas metering management NB-IoT ubiquitous nation-wide coverage NB-IoT complex environment penetration 10

11 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator Smart Gas Metering: Improved Management through Cloud Too many kinds of meter, application and network to manage Monitoring both meter and pipeline: pressure, temp., corrosion, valve status,,, Gas tanks distribution & monitoring 2.2M on pipe + 1.1M with tanks* * 15% transformation per year to pipe meters Gain from improved metering success rate: % to 99.5% Gain from operation automation from cloud services: $xm / year Gain from maintenance services: $xm / year Cloud Application IoT Platform Multi-vendor meters adaptation, no lock-in Meter mgmt: valve control, status & battery level Fault location & trouble shooting Data analytics: tiered-pricing Cloud data storage, computing & security Fleet management NB-IoT 2G/3G/4G/NB-IoT 3G/4G IoT Platform Administrator Trusted and reliable cloud services (Computing & Storage) Carrier-grade E2E security service Local IT professional service Water Meter Massive meter secure access Meter reading success rate improvement esim planned to support 11

12 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator Fire Detection: Simpler, Safer and Saving 83.7% fire occurred in 9 small public areas 2 M Smoke Detectors Hospital / kindergarten / shop / restaurant / hotel / bar / internet cafe/ SPA / SME Independent smoke detectors in Shanghai by 2023 Refurbishment Program of Municipality 10-year contract: 350 / detector (hardware + connection + maintenance) Cloud & Distribution s Migrated from OTT cloud to Telco cloud As a sales channel including fire detector 150 /10 yrs (Maint.**+ 2G) 15 / year Maintenance through cloud (Maint.**+ NB-IoT) 15 / year Cloud 12 / year Smoke detector 200 Installation: 30 + gateway: 28 + Traditional detector No relay (gateway) Less maintenance No wiring Gain: 53 Installation 5 + NB-IoT Detector Sales Commission IoT platform Wo Cloud Fire Detector 1 / month* Cloud gateway, protocol resolution & cloud storage NB-IoT RAN Sales channel Traditional solution NB-IoT solution * tariff based on 2G: 0.5 / month ** Maintenance : gateway / wiring maintenance + detector cleaning: 5 / 2 years 12

13 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator White Goods: An E2E Life Cycle Management Distribution Delivery Maintenance Wrong Placement WIFI Configuration Connectivity Design Manufacturing Distribution & Warehousing Usage Recycling Telco Business Modeling data flow data storage host service other services RFID Wrong Placement Distribution Location & Geo-fence Cloud IoT Platform device mgmt. location geofence big data analytics Complex WIFI configuration Delivery NB-IoT module provisioned & configured low power consumption wide coverage tracking & positioning Monitoring & controlling Few appliance connected Maintenance initiated upon out of warehouse Appliance $x/ SIM for 6 years $xx/ device for 6 years $x charge to power utility for data use thru API 13

14 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator Green Cycling: Between Home and Office Scattered enterprises to manage Risk of fraud use & claim for incentives 120K leases /yr 450K sales/yr 45K by 2021 Incentives Tracker 36-month contract Contribution ( net) Employee 990 Benefit A high-class bike ( 4,600) + insurance Dashboard (collective) Bike status (individual) Employer 1,500 Government (incl. tax loss) 1,900 Savings from sick leaves & car parking To limit traffic, lower CO2 & stimulate health program Cloud IoT Platform Controlled power consumption & battery life (PSM) Remote firmware & software upgrades Multi-sensor management & faulty location Cloud multi-tenant hosting & independent secure access Application 8 times/day of location reporting Count of days onsite at office 50% usage for incentive 22/month ~ 10,000 bikes by 2018 Device NB-IoT ubiquitous nation-wide coverage Potential positioning replacement to GPS (3GPP R14) GPS & accelerometer (ph1) Air quality & vibration sensors (ph2 - TBD) 36-month contract btw employer & lease company Optional purchase with 40 60% discount at end of contract 14

15 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator Sharing : Cheap, Convenient & In-Scale Search in E-map Navigate to Scan QR Code Remotely Unlock Ride & Record Lock & Pay Fixed password, risk of Electricity generating, NB-IoT + GPS* Cloud IoT Platform Alarm when battery is low Geo-fencing capability prevent from fraud use Precision timing for charging and stop-charging Processing capability of millions of bike Remote control, configuration & upgrade of lock Open API, e.g., postpaid credit assurance, data to city, etc. password shared for free usage higher cost Shaft generator, bad 2-year battery life 20dB better coverage NB-IoT Network QoS: improved unlocking success rate Location unknown, bicycle stolen experience Solar energy, shaded by Unlock remotely Right charging (30s after Lock NB-IoT module weather, ad flyer, locking) *GPS will be optional upon NB-IoT positioning feature available 2018Q1 15

16 Parking Lighting Water Electricity Gas Fire Detection White Goods Elevator Connected Elevator: Predictive Maintenance as a Challenges Equipment Market Segments Allocation 12% 40% 48% Manufacturer Maintenance Maintenance by 3 rd party Maintenance: New Opportunity of Growth Telco Addressable Market by M elevators Elevator Manufacturer Business (10K elevators maintained in this case) Telco Business Modeling Traditional Accessories $ 4.94M Maintenance $ 7.54M Cost Saving $4.88M/year 39% IoEL $ 1M $ 2.47M $ 4.13M IoT Platform Agile Controller AR IoT Gateway Connectivity management, data pre-analysis, open API Gateway management: remote fault diagnosis, network resources dynamic allocation 3G/4G/eMTC coverage and bandwidth assurance Data preprocessing, protocol adaptation, local customized APP, policy execution $0.7 ARPU $6.5 ARPU Elevators 16

17 Partner Eco-System 17

18 Global Partners European Partners Program Huawei s Glocal Ecosystem Supporting Telco IoT Business Global Partner Cooperate with Global 790 Cultivate with Local Local Partner Vertical Partners: Device Partners: EC-IoT 154 Smart Home 235 NB-IoT 22 IoV 89 Home IoT Partners NB-IoT Partners 152 EC-IoT & IoV Partners * Data up to May. 31,

19 Global Partners European Partners Program NB-IoT Ecosystem is Taking Off in Full Speed 240+ NB-IoT partners from 20+ industries Smart Water Smart Gas Smart Grid Smart Parking Tracking & Tracing Agriculture Street Lighting Monitoring Smart Building Smart White Goods Health Care Smart Industry 19

20 Global Partners European Partners Program Effective Partners Cooperating with Huawei in European Market w.q-free.com/ AOD Group Water / Electricity Meter Electricity Meter Gas Meter Gas Meter

21 Global Partners European Partners Program Joining Huawei s IoT Developer Community Developer Guide Demos API reference Develop kits 21

22 Thank You. Copyright 2016 Huawei Technologies Co., Ltd. All Rights Reserved. The information in this document may contain predictive statements including, without limitation, statements regarding the future financial and operating results, future product portfolio, new technology, etc. There are a number of factors that could cause actual results and developments to differ materially from those expressed or implied in the predictive statements. Therefore, such information is provided for reference purpose only and constitutes neither an offer nor an acceptance. Huawei may change the information at any time without notice.