October 30, 2014
Gartner certainly got it right when they put IoT on the top of the hype curve. This many people have never been interested in what I am working with, not even when I worked with Wi-Fi. Last week for example, Stockholm Business Region, an agency promoting Stockholm, organized a breakfast meeting. But this one was about IoT and 150 people signed up within one hour! Since they had room for 80 persons in the venue they had to shut down the registration and find a bigger place. They ended up with the largest cinema in Stockholm, some 600 registered people, exhibitors in the entrance hall and a strong line-up of speakers.
I am managing an IoT Idea Challenge
for an EU organization, EIT ICT Labs, and we set our target to 100 submissions. The submission period was September and with one day to go we had received 72 cases. The last day we received 91! For IoT to change our society, businesses and lives the way we want, everyone has to be involved. Therefore I’m glad that 18% of the submissions came from women – at least a good start. Today we announced the eleven finalists
– all amazingly interesting young companies who will pitch in Stockholm November 13.
Well, now when a lot of people got the first part right – it is time to look into IoT – let us start prototyping and testing in order to get the whole thing right.
Leave a Comment » | IoE, IoT, M2M | Tagged: apps, Gartner, Hype curve, Internet of Everything, Internet of Things, IoT, M2M, Machine-to-Machine | Permalink
Posted by magnusmelander
June 24, 2014
Mergers and acquisitions indicate rapidly growing markets ahead. Google made a 3.2B$ acquisition of Nest in January. Now they just followed on with an acquisition of the Wi-Fi surveillance camera maker Dropcam for 555M$. Thermostats, smoke alarms and cameras – what is Googles plan? I think it is the homes and maybe offices they are after. There are many thermostats, smoke alarms and smart cameras available but Nest and Dropcam definitely comes with a cool design which should at least bring home healthier margins. People love nice products! Google has always been interested in Wi-Fi and it’s not a wild bet that there will be Wi-Fi in homes and offices. But this can’t be enough, they must be going after a service model with recurring revenues and collecting data from these devices to store, manage, analyze and sell. I have always claimed that “data is the gold of M2M” and I am confident that Google shares that view.
Provided I’m right, I still questions that idea. Even if Google spend another couple of B$ to buy companies with cool things (Sonos could be a good target) they will never get market share over maybe 5-10% and scattered around. I understand that they could sell the information back to the users of these devices but that seems to be a difficult path to get the money back. And if they try to sell the data elsewhere I would believe the owners of the devices and policymakers would have a view on that. But Google knows all that. The recurring revenues are obviously attractive but it feels questionable to pay this much to get there.
On top of all I believe their will have to be at least three separate wireless networks in homes: an unmanaged Wi-Fi with good performance but only best effort services, a really secure fully managed network for security related applications like door locks, surveillance and medical monitoring, and maybe even a third managed low bandwidth network for connecting things like fridges, coffee machines, etc. And even worse, we will see a mix of WAN and LAN technologies being used as well. I simply don’t see how one can deliver sensible services like surveillance or smoke detection over an unmanaged best effort Wi-Fi network. Successful companies with such services like Verisure today typically manage their own network.
So I am probably wrong. Goggle sees something I don’t. And they also understand the down-side of connected hardware since Nest just had to recall 440.000 smoke alarms due to a potential risk that they didn’t alarm immediately. But I am happy for their acquisitions since it stimulates entrepreneurs, customers and other companies who consider playing a sincere role in building the Internet of Everything.
1 Comment | Business Models, Consumer market, IoE, IoT, M2M | Tagged: Business model, camera, Dropcam, Google, Home network, Internet of Everything, Internet of Things, Machine-to-Machine, Nest, Smart home, Smoke detector, Sonos, Surveillance camera, thermostat, Wi-Fi | Permalink
Posted by magnusmelander
April 10, 2014
While brands like Kodak and Agfa rarely are mentioned together with photography any longer, people are taking and dealing with photos all the time and everywhere. This is yet another astonishing example of what happens when an industry moves from analog to digital. The famous “Kodak moment” belongs to history and mobile phones with powerful cameras, panoramic pictures, SnapChat and selfies are here. With 24 or 36 photos in an expensive roll with even more expensive development and printing needed, we paid a lot of attention to each and everyone of our photos. Today we take shots to remember the registration plate of the car we rented, what was written on the whiteboard and to digitalize a piece of paper and transfer it somewhere.
But today I met the founder of a start-up in Berlin who immediately blew my socks off. His company is called Panono
and they have put 36 cameras in a small ball loaded with sensors and technology. With one quick toss of the Panono Ball Camera will capture everything in every direction into a high resolution 360° X 360° full- spherical panoramic image. What a wonderful idea! And even better, you will be part of the photo yourself! That takes selfies to a new level.
It goes without saying that the Panono Ball Camera is connected via mobile phones to the cloud.
For only 549€ this wonderful product is yours! Support truly innovative entrepreneurs! Go buy!
1 Comment | Consumer market, Inspiring example, M2M | Tagged: ball camera, camera, EIT ICT, Internet of Things, IoT, M2M, Machine-to-Machine, panino, panoramic, User interaction | Permalink
Posted by magnusmelander
March 19, 2014
Up until recently most operators had a similar approach to M2M: “it’s a very interesting opportunity, we’ll build a devoted team, we will make or buy a device connectivity platform, we will not be providing only connectivity but we are not ready to go down the verticals so we will build a partner program.” But things are changing. Telenor Connexion went their own way when they decided on a connectivity agnostic strategy to be able to follow their customers over time. Then they acquired the experienced M2M service enabler and developer Iowa in order to help customers from idea to ready to roll solution. And at MWC they announced adding Jasper’s platform to the Ericsson Device Connectivity platform already in use which as far as I know is a unique move. But perfectly in line with their customer centric strategy.
Last week, Tele2 finally announced their M2M strategy and plan at their M2M Talks event in Stockholm. Rami Avidan and his team declared loud and clear that they will provide connectivity and for the rest, work with and through partners. This was as clear and easy to understand as surprising. At the event they introduced a couple of partners including CSL and Wipro – two really well established and strong international players in the field of M2M.
It is promising and interesting that operators are starting to place their M2M bets differently now. With different approaches and offerings we will have more choices and constellations which will serve customers better and speed up the creation of the Internet of Everything.
Leave a Comment » | Business Models, M2M, M2M Service Enablers | Tagged: CLS, Ericsson, Internet of Everything, Internet of Things, IoT, Iowa, M2M, Machine-to-Machine, Mobile World Congress, Tele2, Telenor Connexion, Wipro | Permalink
Posted by magnusmelander
March 6, 2014
Device connectivity platforms for mobile operators have been discussed for years. There have been two primary platforms on the market – Ericsson and Jasper – with Ericsson more focused on the ability for the operator to manage M2M business efficiently and Jasper having been more focused on adding solution partners to their platform thus to their mobile operator customers. Up until now most mobile operators have had one of these platforms and in many cases an in-house alternative somewhere. But at MWC Telenor Connexion announced that they add Jasper to their Ericsson platform (once acquired from Connexion). According to Per Simonsson, CEO at Telenor Connexion: “Deploying services from the two leading platform providers ensures greater flexibility and enables us to collaborate with new partners and operators in global deployments“. I believe Telenor Connexion has a clever long-term strategy to become technology agnostic when it comes to platforms and bearer technologies in order to get a strong position for global business and to become flexible in supporting customer’s changing needs over time.
This announcement caused some stress here and there since some operators used the situation of being the only Jasper customer in a market as a differentiator. This is of course not a sustainable way to create a position in a market and it was only a matter of time until the opportunity would have been gone anyway.
I have always argued that mobile operators should refrain from a GSM-only approach in M2M and that they should be aware that Jasper’s business model is quite comparable with an MVNO from the operator’s point of view: The operator get some additional traffic but might loose the relationships with partners and customers and once and for all become a pure connectivity provider. Nothing necessarily wrong with that but most mobile operators active in M2M state that they don’t want to become just a connectivity provider. Yesterday I read that Jasper is launching the world’s first commercial end-to-end Global SIM product based on Giesecke & Devrient (G&D) technology. It’s is aimed at the IoT market and will allow enterprises to remotely manage embedded SIMs over the air (OTA).
The ability to change operator over-the-air is a necessity in M2M and I saw a GSMA demo at MWC 2012 demonstrating this. Mobile operators who don’t have the ability to go down the verticals and applications in M2M thus “outsource” partnership and business development, might be stuck with plumbing when the OTA provisioning is in place. I see only two main roads ahead for operators (including the M2M MVNOs): invest and get engaged in applications, solutions and verticals or provide the connectivity. And anyone getting involved in applications and solution, service enablers or operators, need to use a connectivity agnostic approach like Telenor Connexion.
Leave a Comment » | Business Models, M2M, M2M Service Enablers | Tagged: Business model, EDCP, embedded sim, Ericsson, giesecke & devrient, Internet of Things, IoT, Jasper, M2M, M2M MVNO, Machine-to-Machine, Mobile World Congress, MVNO, mwc, OTA, ota provisioing, SIM, Telenor Connexion | Permalink
Posted by magnusmelander
February 28, 2014
Yet another humongous Mobile World Congress is over. Almost 90.000 people from around the globe have spent a couple of days together in Barcelona with decent weather, amazingly good organization and an interesting mix of cava, business cards, pickpockets, technology and rock’n roll. This year was very much about improvement and evolution and little news and revolution. That is both serious and good but unfortunately less exciting and makes a show like this a little sleepy. Beyond a couple of quite expected things like Mozilla’s 25$ smart phone and that Nokia goes Android you mainly heard words like security, virtualization, big data, robustness and improved BSS/OSS at the show. From a helicopter perspective I believe it is a slow process of marrying IT and Telecommunications that we are looking at.
And then, of course, M2M and Internet of Things. It’s on everybody’s lips now, and it’s mainly questions. Ranging from companies considering to enter the market and wonder where to start to people already there trying to figure out where to go next. And my previous conclusion that we have left the connectivity phase behind and focus on the data and use of it was more clear than ever. I heard reference to the 50B devices three times during the entire event to be compared with hundreds of times a year ago.
I was there with a common stand in the Swedish Pavilion with nine of the 21 members of the Swedish M2M Service Enablers alliance: Kombridge, Springworks, Maingate, Possio, WSI, Fym, Evothings, Info24 and WBIRD. And I was amazed to see the interest in talking to experienced specialized m2m service enabler companies with solid solutions in use by real customers. From across the world we had operators, potential customers, vendors, analysts, regulators, consultants, investors and governments visiting us. We counted collectively to over 300 meetings with reasonable business potential after day three of the event. We also got the opportunity to explain to our Swedish Minister of ICT and Energy, Anna-Karin Hatt, that we are working hard together in SMSE to make Sweden the obvious country to go to for leading edge skills and knowledge in M2M aka Internet of Things.
So what’s the state of the nation? Most players have understood that data is the gold of M2M, that the value of M2M is realized when the information is properly distributed to decision-making systems, business process applications, etc. and that a proper M2M solution consist of three different components: connected devices and sensors, collection and blending of data most often in the cloud and distribution of the information to apps, ERP systems, etc. The challenge is that each of these three components is a competitive industry by itself and each M2M solution must include all three to deliver the value. This is obviously not possible to solve without well working partnerships. The transition from quite ok complete generic proprietary M2M solutions to excellent M2M solutions for an industry or more often a specific organization is similar to what the IT industry went though over some 20 years starting from IBM providing everything from Nobel prize research and silicon to post service and financing. Our transition will be brutally fast and enable the fully international and layered Internet of Things industry needed for the real take-off. Companies perceived as providers of generic products or services with no edge will fade away in this process and simply just not be seen. This is why operators and vendors talk partnership now. It is needed but very difficult. To set up a well designed and attractive partner program is not rocket science but a lot of work. But making people work well together goes far beyond that. It is little about technology and a lot about trust, way of working, culture, business models and not the least “similar children play best” as we say in Sweden. And entrepreneurs are stressed people who have little to no patience with things that don’t contribute to their business. Partnerships are also initiated by government bodies and research organizations and a new LinkedIn group on IoT or M2M is established at least weekly.
It will be really interesting to follow how this will develop. In my mind this is mostly a commercial issue why any working partnership will have to be driven by people closest to the customers, who understand the context of the data and application the customers are looking for. Progress and success will only come when people start doing thing also in this field. Nobody, not even McKinzey or Accenture, designed the value chains, the standards or the API:s when we connected people and organizations to the Internet. It was created by people trying things and finding ways that customers liked. This is how the Internet of Things will be established as well. And this is the thinking behind our Swedish M2M Service Enablers Alliance. Avanti!
Leave a Comment » | Business Models, M2M, M2M Service Enablers | Tagged: Accenture, Android, Anna-Karin Hatt, Big Data, Business model, Evothings, Fym, IBM, Info24, Internet of Things, IoT, Kombridge, M2M, Machine-to-Machine, Maingate, McKinsey, Minister of ICT, Mobile World Congress, mozilla, mwc, Nobel prize, Nokia, OSS/BSS, Possio, security, SMSE, Springworks, virtualization, WSI | Permalink
Posted by magnusmelander
February 20, 2014
An old friend wrote: “Hi Magnus, Great to hear from you. Sounds like you are in the sweet spot of the next digital revolution.” Internet of Things is on everyone’s lips now! If we wouldn’t have had the M2M hype phase over ten years ago I would definitely be nervous, but this is for real. Kudos to Gartner who provided us with the hype curve!
IoT is still in the teenage phase but growing very fast. The industry obviously remains excited on ever new levels. But what makes me believe that we will be grown up by 2015 is the rapidly growing requests from businesses across industries and nations. They want better decision-making, faster processes, competitive advantages, security, sustainability, profitability and bottom line, success. And more and more we end up talking about strategic issues like addressing adjacent markets, “re-defining our industry”, brands and new business models. Somehow a lot of decision makers got the point: it’s time to act! Leaving discussions and PowerPoint behind and jump into trials and action.
The value of M2M becomes visible when the information appears in decision-making systems and processes. The data collected and blended will have to end up in the IT systems why solutions require context, i.e. industry experience, and will be developed by specialized companies. As vehicle specialist Springworks put it: “it took as a while to learn the difference between a hard break and a crash”. Specialized M2M Service Enablement remains the most critical part of building the Internet of Things. Context is king!
The Swedish M2M Service Enablers alliance (SMSE) was established 2012 on this insight and we are already 21 members – Imagimob and Expektra joined earlier this week. And we are now sponsored by six organizations including four operators. We believe the M2M service enablement business will have to be international for M2M to grow up. And with all national players competing on an international market, only the specialized ones will win. It is simply not good enough to connect a couple of things to the Internet, collect some data and distribute it to an App or web page. One needs the context to develop and sell really useful Service Enablement solutions.
We are working hard to demonstrate our combined skills and experience in M2M, or Internet of Things if you like, and that Sweden is a great place to look for advanced M2M applications. Over the last 12 months we have been on several trade missions including Italy, France, Spain, Holland and Germany. And starting on Monday nine of our members – Springworks, Maingate, Kombridge, Possio, EvoThings, Fym, WSI, Info24 and Wbird – represent SMSE in the Swedish Pavilion (7F41) at Mobile World Congress in Barcelona. Please come by and visit us during the week! And as proud sponsors of the traditional Sweden@MWC Cocktail we invite you for a drink with us on Monday afternoon as well!
Leave a Comment » | M2M, M2M Service Enablers | Tagged: context, Evothings, expektra, Fym, Gartner, Hype curve, imagimob, Info24, Internet of Things, IoT, Kombridge, M2M, Machine-to-Machine, Maingate, Mobile World Congress, mwc, Possio, SMSE, Springworks, User interaction, Wbird, WSI | Permalink
Posted by magnusmelander
February 18, 2014
Intelligent Transportation Systems (ITS) is one of the areas where M2M will make a huge difference in our lives. Transportation of people and goods will be more sustainable, safer, more efficient and more predictable. The communication required is complex and includes communication between vehicles, between vehicles and road infrastructure. The EU has invested over €180 million in more than 40 research projects since 2002 and last week the European standards organisations, ETSI and CEN, confirmed that the basic set of standards requested by the European Commission to make connected cars a reality has been fully completed. The European car industry is eager to translate these enabling standards to competitive advantages and we could see the first connected cars able to communicate with road infrastructure already 2015.
With some 200 million vehicles in Europe it’s easy to understand that proper implementation of these standards will make big impact on road efficiency, safety and sustainability. And if the initiated collaboration for global standards with the US and Japan becomes successful, the reward can be many times bigger.
This is good news and enables yet another area where M2M will make big impact on society here and now. And as always, there will be winners and losers based on how well organizations leverage this opportunity. And it definitely made the 10:th ITS European Congress in Helsinki, 16 – 19 June 2014, more interesting to visit.
Leave a Comment » | ITS, M2M, Transportation | Tagged: 802.11p, CEN, ETSI, EU, Internet of Things, IoT, ITS European Congress, M2M, Machine-to-Machine, Traffic, Transportation | Permalink
Posted by magnusmelander
January 31, 2014
What a wonderful idea: a cute teddy bear full of sensors to track vital signs of the kid who is playing with it. Vulnerable babies will be measured and monitored without being bothered. And even better, the data collected will be more accurate than when they are bothered by a nurse or doctor. As well as taking measurements, nurses and parents can also communicate with their children remotely by playing songs and recording bedtime stories through the toy.Two master students from Zagreb, Croatia, Josipa Majic and Ana Burica, came up with the idea and their joint baby, Little Teddy the Guardian, is now for sale at 169 EUR. He keeps an eye on health parameters like heart rate, oxygen saturation, body temperature, and stress levels. The idea behind disguising medical tech in a lovable toy is to provide pediatricians as well as parents with more accurate, consistent and reliable data points that will give a meaningful and complete insight in the child’s health condition. Every time a child takes Teddy The Guardian by the hand or puts Teddy’s paw on his forehead sensors detect the values, capture them and transmit in real-time to a mobile app where data is analyzed, visualized, managed and downloaded by the medical staff and parents.
I can see a lot of applications where sensors embedded in something else could open new possibilities and opportunities.
1 Comment | Consumer market, Healthcare, Inspiring example, M2M, User Interaction | Tagged: babies, children, croatia, eHealth, healthcare, Internet of Things, IoT, M2M, Machine-to-Machine, mHealth, monitoring, sensors, teddy the guardian, User interaction | Permalink
Posted by magnusmelander
January 15, 2014
In my Christmas Internet of Everything Chronicle I wrote that 2014 will be the year when IT players jump on the band wagon and when M&A activities will accelerate. With Google acquisition of Nest for $2,3B and PCT’s acquisition of Internet of things startup ThingWorx for $112M I have already delivered on my prediction. And it’s only January 15 today!
Since data is the gold of M2M Google is an obvious player in this field. And by buying Nest they made a clever inroad to people’s homes. The logic is that people buy “the thermostat that Jobs would have loved” regardless if they need it or not, Google start collect valuable data and use it together with all the other data they have. Then Google can leverage the Nest thermostat and other devices to also collect other type of data from the homes. Brilliant! But it is worthwhile to notice that some Nest loving consumers have already stated in public that Google is not welcome in their home and some have even smashed their Nest device. But I think this is a clever move which will put Google in an interesting position. And their acquisition will be an eye-opener to many other companies. You already know that I believe the only difference between when we connected people and business to the Internet and now when we connect things to the Internet is that ignorance will be no excuse this time.
What an exciting start of the Internet of Everything year 2014!
1 Comment | Consumer market, M2M | Tagged: Google, Internet of Things, IoT, M&A, M2M, Machine-to-Machine, Nest, PCT, thermostat, ThingWorx | Permalink
Posted by magnusmelander