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M2M与物联网_IOT_电信运营商机遇_英文版

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文本描述
M2M AND INTERNET OF
THINGS (IOT)
OPPORTUNITIES FOR TELECOMS OPERATORS
VOLUME II
淘宝店铺
“Vivian研报”
首次收集整理
获取最新报告及后续更新服务请在淘宝搜索店铺“Vivian研报”
或直接用手机淘宝扫描下方二维码Contents
Introduction p3
Telecoms operators should avoid competition with tech
giants when selecting vertical market opportunities p4
Telecoms operators need to defend their core connectivity role p6
Drones could provide operators with both a new market
and new insights on driverless carsp8
The automotive and transport sector will continue to
drive growth in cellular M2M connectionsp10
The LPWA market has massive potential, but developing
a sustainable business will be challengingp12
Analysys Mason’s expertise in IoT and M2M p14
About Analysys Mason p15
This brochure collects our latest work
on Internet of Things (IoT)
opportunities for telecoms operators,
following the high level of interest in
our first set of articles on this subject.
The issues for telecoms operators
remain the same: IoT has enormous
potential, but operators struggle to
identify the best approach to the
opportunity. Vodafone is one of the
most advanced operators in IoT, but
the sector was worth just EUR174
million to the company in Q1 2016 – a
little over 1% of its total revenues.
We discuss some of our current
thinking on how IoT will affect the
telecoms sector and describe our past
project experience in this brochure.
Analysys Mason works with clients
worldwide and across the telecoms
industry to develop their approaches
to IoT. Our assignments range from
rapid reviews of existing plans to full
strategy development.
The articles featured in the brochure
cover the following topics:
competition with tech giants when
selecting vertical market
opportunities. A question we are
often asked is which vertical
markets operators should focus on.
This article provides a framework to
address this question.
their core connectivity role. We
argue that operators should move
aggressively to offer multiple types
of wide area connectivity for IoT.
both a new market and new insights
on driverless cars. We explore the
connectivity requirements of drones,
and what this means for operators.
will continue to drive growth. We
show some of the outputs of our
forecast for cellular IoT
connections, split by the key vertical
sectors.
potential, but developing a
sustainable business will be
challenging. Based on our latest
LPWA connections forecast, we
consider the implications of this
high volume/low value market.
We hope that you find these opinion
pieces and commentary of interest
and value. We welcome your feedback
and encourage you to contact the
authors directly if you would like to
discuss any of the points raised, or
are looking to understand how a
specific issue or trend will affect your
business.
We look forward to working with you.
TOM REBBECK
Research Director
tom.rebbeck@analysysmason
Machine to machine (M2M) and the broader Internet
of Things (IoT) market represent a key opportunity
for telecoms operators.
IntroductionTOM REBBECK
Research Director
The search for growth areas beyond the
core business is a perennial problem for
telecoms operators and one made more
acute by the increasing maturation of
their core connectivity business. One
significant challenge that operators face
is that, as they move beyond connectivity
and enter new vertical markets, they will
come up against new competitors, often
including tech giants (for example,
Alibaba, Alphabet, Amazon and Apple)
and industrial incumbents.
This article, which complements our
more-detailed report Telecoms digital
strategies: a framework to help operators
evaluate digital service opportunities,
argues that operators should not try to
compete directly against these
companies. Instead, operators should
focus on vertical markets that play to
their own strengths, and allow them to
maintain a competitive advantage over
their competitors.
OPERATORS SHOULD FOCUS ON
ADJACENT OPPORTUNITIES THAT
BUILD ON THEIR STRENGTHS
In our view, the most attractive vertical
markets for operators are those that are
heavily regulated, have high barriers to
entry and are nationally bound. In many
ways, this means that operators are left
to explore opportunities in challenging
markets. However, this is part of their
appeal: markets that are challenging are
also less competitive.
Operators have the processes in place to
deal with heavily regulated sectors
Operators are accustomed to working in a
highly regulated industry. New
opportunities in highly regulated sectors
(including healthcare and finance) may be
a more-attractive fit than less-regulated
fields such as Internet or software
services. Operators have more experience
of working in a heavily regulated
environment than most technology
companies, and certainly more than a
typical software start-up. While the
regulations for these vertical markets will
be different from the telecoms market,
operators have the expertise and
processes for navigating markets in
which the legal framework plays a key
role in determining the opportunity.
However, tech companies typically
develop software products for markets
with little or no regulation, or for sectors
that can be disrupted by models that
bypass existing rules (for example, Airbnb
and Uber). By focusing on markets in
which regulation is essential and is
unlikely to be bypassed, operators may be
able to reduce direct competition.
High barriers to entry will limit
competition
Although budgets for new growth areas
are often restricted, operators can, if they
wish, invest hundreds of millions or even
billions of US dollars in projects or
research areas. They should focus on
markets where investments of this scale
are required. More specifically, operators
should avoid markets that can be entered,
Telecoms operators
should avoid competition
with tech giants when
selecting vertical market
opportunitiesThe most attractive digital service opportunities for operators
are those in vertical markets that are heavily regulated, have high
barriers to entry and are nationally bound.


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