IoT in Asia: The Calm Before the Storm / Keynote @ IoT World 2018

IOT IN ASIA PACIFIC
THE CALM BEFORE THE STORM
SANTA CLARA, USA
15 MAY 2015

CRA: IOT ADVISORY SERVICES
CHARLESREEDANDERSON.COM @CRASingapore
VC
FIRMS
TECH
VENDORS
GOVERNMENT ENTERPRISES

AGENDA
CURRENT STATE OF IOT
IOT WATCH LIST
WHAT’S NEXT FOR IOT?
1
2
3

SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, MAR 2018, N=1,217
OPERATIONAL
STRATEGIC
FINANCIAL21%
36%
43%
50%
50%
51%
64%
54%
59%
66%
COST SAVINGS - REDUCED HEADCOUNT
COST SAVINGS - PROCESS AUTOMATION
NEW REVENUE STREAMS
COST SAVINGS - REDUCE OPERATING COSTS
IMPROVED DECISION MAKING THRU DATA
ENHANCED INTERNAL PROCESS MONITORNING
WORKFORCE OPTIMISATION
ENHANCED CUSTOMER EXPERIENCE
COMPETITIVE ADVANTAGE
PRODUCT/SERVICE INNOVATION
BENEFITS OF IOT SOLUTION DEPLOYMENTS
IOT CREATES OPPORTUNITIES…
SURVEY UPDATED MAR 2018
54%33%
ASIA PACIFICAMERICAS
52% 62%

…BUT CHALLENGES REMAIN
SECURITY
ECOSYSTEM
INTERNAL
14%
25%
32%
34%
41%
56%
44%
56%
10%
25%
37%
57%
LACK OF SR MGMT SUPPORT
ONGOING COSTS (OPEX)
LACK OF USER ADOPTION
SKILLS SHORTAGE
DEFINING BUSINESS REQS
UP FRONT COSTS (CAPEX)
REGULATORY REQUIREMENTS
CYBERSECURITY/PRIVACY
IMMATURE VENDOR LANDSCAPE
LACK OF GLOBAL STANDARDS
LACK OF USE CASES
VENDOR INTEGRATION
WHAT ARE YOUR TOP IOT IMPLEMENTATION CHALLENGES?
38%20%
58%48%
44%33%

COLLABORATION IS ON THE RISE
6%
6%
7%
8%
13%
17%
40%
40%
86%
98%
END USERS CUSTOMERS
END USERS PARTNERS
END USERS INTERNAL
PRODUCT TEAM
MARKETING
STRATEGY
FINANCE
OPERATIONS
SENIOR MGMT
IT
IOT STAKEHOLDER INVOLVEMENT
ONLY 12%OF
IOT INITIATIVES INVOLVE END USERS
AS STAKEHOLDERS
41%32%

SUPPORTSECURITY
THINGS
INTEGRATION
DATA
APPSPLATFORMS
NETWORKS
STORAGE
THE IOT ECOSYSTEM

WHO ARE THE PREFERRED IOT PARTNERS?
374 EXISTING PROJECTS 843 FUTURE PROJECTS
AMERICAS
32%
10%

WHICH BRANDS ARE LEADING THE WAY?
3.2%
3.4%
3.8%
3.9%
3.9%
4.9%
6.9%
7.2%
8.8%
10.9%
SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, MAR 2018, N=843
PRIMARY IOT VENDOR PARTNER BY BRAND

PARTNER CRITERIA
9%
13%
22%
22%
36%
44%
56%
68%
75%
PARTNER NETWORK
GLOBAL COVERAGE
LOCAL KNOWLEDGE/LANGUAGE
EXISTING RELATIONSHIP
END-TO-END PORTFOLIO
PEER RECOMMENDATION
INDUSTRY SPECIFIC EXPERTISE
BRAND REPUTATION
TECHNICAL EXPERTISE
WHAT ARE THE REASONS YOU PREFER A VENDOR?
SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, MAR 2018, N=843
71%59%

1TAKEAWAY

THE GOOD…
1TAKEAWAY
OF COMPANIES ENGAGE
SENIOR MANAGEMENT
AS STAKEHOLDERS86%SOURCE: ECOSYSTM AND CHARLES REED ANDERSON & ASSOCIATES, MAR 2018, N=1,217

THE BAD…
1TAKEAWAY
PRODUCT/SERVICE
INNOVATION
COMPETITIVE
ADVANTAGE
ENHANCED CUSTOMER
EXPERIENCE
WORKFORCE
OPTIMISATION
COST SAVINGS:
REDUCED OPERATING COSTS
PRODUCT TEAM
STRATEGY
MARKETING
OPERATIONS
FINANCE
WHAT BENEFITS WILL
IOT DELIVER?
WHICH STAKEHOLDERS
WILL YOU INVOLVE?

AND THE UGLY…
TAKEAWAY 1
OF COMPANIES ENGAGE
END USERS
AS STAKEHOLDERS12%ONLY

2TAKEAWAY
THE CAPEX CONUNDRUM
HAVE CONCERNS OVER CAPEX56%
HAVE CONCERNS OVER OPEX25%
MOST IOT PROJECTS START WITH A PROOF OF CONCEPT1
VENDORS NEED NEW FINANCAL MODELS TO DRIVE ADOPTION3
CUSTOMERS WANT/NEED “SHARED RISK” MODELS2

3TAKEAWAY
PARTNER TO WIN
YOU DON’T ONLY “WIN”
BY OWNING THE
CUSTOMER
RELATIONSHIP
YOU ALSO CAN“WIN” BY
PARTNERING
WITH THOSE WHO DO

SO WHAT’S NEXT?

LPWAN IN ASIA
KR SK TELECOM
SOFTBANK
NTT
AP TELECOM
IN
TATA COMMS
MYTEL. MALAYSIA
SGUNABIZ
ANZ THINXTRA
JPN KYOCERA
TW UNABIZ
HK THINXTRA
TH
PLATT NERA
KOREA TELECOM
LG U+
TELSTRA
OPTUS
VODAFONE
PRC CHINA MOBILE
CHINA UNICOM
CHINA TELECOM
SINGTEL
M1
KDDI
SOFTBANK
CHUNGHWA
TAIWAN MOBILE
TSTAR
TELKOMSEL ID
AIS
STARHUB
FAR EASTONE
3HK
CHINA MOB HK
HKT
HKT
PH GLOBE
RELIANCE JIO
XPERANTI
TRUE
CELCOM

LPWAN CHALLENGES
15%
16%
19%
35%
36%
50%
50%
72%
LACK OF VENDOR SUPPORT
DOES NOT MEET REQUIREMENTS
TOO MANY NETWORKS TO MANAGE
MARKET FRAGMENTATION
UNPROVEN TECHNOLOGY
LACK OF USE CASES
HARDWARE COSTS
SECURITY
WHAT CONCERNS DO YOU HAVE WITH LPWANS?
RISK: ONLY 56% OVERALL
RISK: ONLY 37% OVERALL
LPWAN VENDORS
NEED TO TAILOR
THEIR
MARKETING
MESSAGE TO
ADDRESS THE
MARKET
CONCERNS
52%39%
33% 47%
52%35%

WHAT DOES THE FUTURE FOR LPWANS?
8%
7%
8%
34%
39%
39%
26%
27%
24%
24%
22%
23%
7%
4%
6%
NB-IOT
LORA
SIGFOX
WILL NOT USE NOT ENOUGH INFO TO DECIDE MAY USE PLAN TO USE USE TODAY
WHICH OF THE FOLLOWING DO YOU USE/PLAN TO USE?
THE “UNDECIDEDS” WILL DETERMINE
WHETHER LPWANS SUCCEED OR FAIL
AMERICAS
27%
35%
40%

IOT: EVERYONE IS DOING IT…

…SO WHERE ARE THE COOL SOLUTIONS?

IOT WATCH LIST
SOLUTION SUPPLY1
INVESTMENT/FUNDING3
MARKET DEMAND2

ELDERLY CARE IN ASIA1
$128B/YR IN JAPAN
FOR DEMENTIA TREATMENT
10% OF JAPANESE WILL
LIVE WITH DEMENTIA
547m
60+ IN ASIA
2016
5% OF JAPANESE WILL
LIVE WITH DEMENTIA
2025
$20T SPENT IN ASIA ON
ELDERLY CARE BY 2030
2030
260m
80+ IN ASIA
1.3B
60+ IN ASIA
2050
SOURCE: UN, MARSH & MCLENNAN, KEIO UNIVERSITY

COLLABORATION IS KEY1

GAME CHANGER: ELDERLY CARE
BEST PRACTICE FOR
COLLABORATION
1
ELDERLY CARE IS JUST
THE BEGINNING
WEARABLES-
AS-A-SERVICE (WAAS)

ELDERLY CARE: CHALLENGES REMAIN1
LENGTHY, COUNTRY-BY-COUNTRY OPERATOR NEGOTIATIONS1
SECURITY IS A SERIOUS CONCERN FOR POTENTIAL PARTNERS3
HIGH DATA PRICING DUE TO LOW VOLUME2

ELDERLY CARE: PROBLEM SOLVED1
GLOBAL MVNO CAPABILITIES (600+ MNOs)1
END-TO-END SECURITY3
LOWER DATA COSTS THROUTH TATA’S SCALE2
SEAMLESS CUSTOMER EXPERIENCE4

LORA IN INDIA2
AN IOT-DEDICATED NETWORK COVERING
ALL TIER 1 – 4 CITIES
(400M PEOPLE) BY 2018

THE INDIAN MARKET EQUATION
LOW
LABOUR
COSTS
INDIA MARKET DEMAND
TOP 5 INDUSTRIES
RETAIL/WHOLESALE
AGRICULTURE
REAL ESTATE
BANKING/INSURANCE
IT
TECH INDUSTRY SUPPLY
THE IOT ECOSYSTEM
INDIA HAS 5 OF THE
TOP 10 GLOBAL SI’S
2

GAME CHANGER: LORA IN INDIA2
KICK-START SMART
CITIES & IOT IN ASIA
DEVELOPING MARKET
FIRST APPROACH
THE LOCAL
OPPORTUNITY

THE NEXT BIG OPP: PROPTECH3
PROPERTY IS LARGEST GLOBAL
INDUSTRY WORTH USD 217 TRILLION
TECHNOLOGY LAGGARDS WITH LOW
LABOUR PRODUCTIVITY
MASSIVE RISE IN INDUSTRY & VC
FUNDING FOR PROPTECH
SINGAPORE HAS 300+ FINTECH
STARTUPS, ONLY 30 IN PROPTECH
1
2
3
4
CHARLESREEDANDERSON.COM @CRASINGAPORE

PROPTECH ROADMAP
PROVEN TECH EMERGING TECH
PREDICTIVE MAINT
SURVELLIENCE
SUPPLY CHAIN
AUGMENTED REALITY
SMARTWATCHES
ARTIFICIAL INTELLIGENCE
VIRTUAL REALITY
DRONES
BLOCKCHAIN
SMART BUILDINGS
3

GAME CHANGER: PROPTECH3
INDUSTRY-BACKED
VC FUNDS
PROBLEM SOLVING
VS. REV GEN
VC FIRMS NEED A
FINTECH ALTERNATIVE

TAIPEI: A CITIZEN-CENTRIC SMART CITY4
THE SMART CITY DILEMMA
WHERE IS
THE
BUDGET?
WHICH
SOLUTIONS/
USE CASES?
WHO CAN
DESIGN &
DEPLOY?

ECOSYSTEM COLLABORATION4
TOP DOWN: ENGAGED
20 GOV’T AGENCIES
TAIPEI
SMART CITY
PMO
BOTTOM UP: ENGAGED
400+ VENDORS,
DELIVERED 120 POCS
CAPTURED THE
NEEDS OF
30,000 CITIZENS
GOVERNMENT
TECH VENDORSCITIZENS

GAME CHANGER: SMART CITY STRATEGIES4
FUNDING: LEVERAGE
ASSETS & INFRA
USE CASES: LEVERAGE
THE ECOSYSTEM
RESOURCES: DON’T
BLOCK, FACILITATE

WHAT SETS THESE APART?
THEY SOLVE A PROBLEM1
NEW COLLABORATIONS3
SOLUTIONS, NOT TECHNOLOGY2
IT’S ALL ABOUT CREATIVITY

CHARLESREEDANDERSON.COM
CRA@CHARLESREEDANDERSON.COM
@CRASINGAPORE
LINKEDIN.COM/IN/CHARLESREEDANDERSON

CHARLES REED ANDERSON is a globally-recognised IoT
industry thought leader who has presented at over 170 industry
events in recent years. He is renowned for his thought-provoking
presentations that not only deliver insights based on the latest
trends, but also provide guidance to both technical- and business-
minded audiences on how to avoid the potential pitfalls of IoT
solution deployment.
Charles has over 25 years’ experience in Asia, Europe and the US
advising technology vendors, enterprise customers and government
organisations on how to leverage emerging technologies and
solutions to drive business and digital transformation initiatives.
Prior to starting his own firm, Charles led the Telecoms, Mobility
and IoT practices for IDC Asia/Pacific and has worked for leading
global operators including BT, Vodafone, and O2 (Telefonica).
Charles sits on the advisory boards of IoT start-ups, industry
associations and event organisations and was the Conference Chair
for both the IoT Asia (March 2017) and Internet of Things World Asia
(October 2017) events.
In addition, Charles is active in Lean In’s Singapore Chapter and is
the co-founder of #HeForShe Singapore.
ABOUT CRA

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