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Automation of
5.2–6.7
knowledge work
3D printing 0.2–0.6
15 100
10
Human
population 10
5
0 1
2015 2016 2017 2018 2019 2020 2015.0 2017.5 2020.0 2022.5 2025.0
360
275 250 237 230 209
196
157 144 112 98
60
Verticals
Infrastructure
Public sector
Automotive
Aerospace
Consumer
Advanced
Banking
Mining
goods
Retail
TMT
TTL
Consumer Enterprise
679
563
360
275 250 237 196 230 209
157 144 112 98 60
Verticals
Infrastructure
Public sector
Automotive
Aerospace
Consumer
Advanced
Banking
Mining
goods
Retail
TMT
TTL
Consumer Enterprise
679
563
360
275 250 237 196 230 209
157 144 112 98 60
Verticals
Infrastructure
Public sector
Automotive
Aerospace
Consumer
Advanced
Banking
Mining
goods
Retail
TMT
TTL
Consumer Enterprise
SW infra-
80-219 7-20% 15-30%
structure & apps
1200-3200 10-29
505-900 Connectivity 8-19% 0-10%
205-300
ICT Hardware 44-121 8-19% 0-10%
Other 300-600
Total 227-581 7-19% 8%
2015 2020
Endpoint protection & ▪ Spans entire technology stack and includes multifactor identity and authentication management and
Security endpoint protection
IAM
Enterprise & ▪ Web or mobile applications that leverage IoT data and algorithms to solve specific business or
consumer apps consumer needs
Apps
Analytics and ▪ Advanced analytics solutions that can aggregate, analyze and display data from millions of nodes to
visualization extract insights
▪ API services (e.g., create, maintain and analyze) that enable integration and communication with 3rd
API management party solutions
SW
infrastru
Enablem- ▪ Libraries, algorithms and engines that makes App development on IoT cloud platform possible
ent platf- App engine
cture &
orm
apps
▪ Management tool to remotely control and manage the access, configuration and OTA updates of IoT
Device mgmt devices
▪ Protocols and services for long-haul communications over 4G/LTE, GPS and other networks
Backhaul
Connectivity
▪ Protocols and/or services for short-range and machine-to-machine communications
Local
Devices/ ▪ Custom packaging, particularly those designed for harsh and rugged environments
Packaging
▪ OS, SDK, and other tools that allow OEMs and developers to easily tap into the sensor’s features
Hardware On-device software and capabilities
Board-level ▪ Sensors, actuators and other components that collect and relay contextual / real-world data
components
Healthcare
Enterprise & Self-service
App store
consumer apps portal / UI
Apps Automotive
Analytics and Data Machine
Hadoop Rules engine Advanced
visualization orchestration learning
electronics
API publishing Tokenization / API analytics / Developer
API management TMT
and discovery authentication reporting tools/ portal
SW
Enablem- Consumer
infrastru Search & User Blob Algorithms
ent platf- App engine SDK goods
cture & query authentication management engine
orm
apps
Retail
Registration Policy mgt. & Configuration Patching/
Device mgmt Authentication Log tracking
and Pwd mgt Key rotation mgt Updates
Public sector
Protocol Data caching /
Data processing Data validation Data logging
Cloud normalization storing Agriculture
infra-
structure Non-relational Operational Data backup & Orchestration
Data storage Relational DB Data indexing Infrastructure
DB data stores DWH & security
100
Who will
capture this
~107 ~75 ~18 value pool
1 Assuming 10 USD revenue per connected device with 10bn IoT devices
SOURCE: McKinsey team analysis; Google annual filings 2014 McKinsey & Company 13
IoT PLATFORM MECHANICS
…creating a very
competitive and
highly dynamic
arena, and
…requiring to move
fast
Hyper-incentives
Nothing is sure, yet if goal is achieved, personal reward is
disproportionate
End-goal focus
Everything geared towards reaching exit value. Simple
governance
Infrastructure and
Hosting Provider
Connectivity Layer
Head-unit
Sen- Actu-
ECUs …
sors ators
Implementation
Amazon Jumps Into
Endpoint protection & Internet Of Things
Security
IAM Frenzy With New Cloud
Apps Platform For Devices
(Enterprise, consume Like Cars
Apps r)
Analytics and
visualization
Samsung launches
API management SmartThings Internet of
Things hub
Enablement
App engine & tools
platform
Device mgmt &
registration Cisco to pay $1.4 billion
for Internet of Things
Data collection &
Software firm Jasper
management
infra-
structure Data storage/ cloud
infrastructure
AT&T's plan for the
Backhaul Internet of Things goes
Connectivity way beyond the network
Local
Devices/Packaging &
software
Hardware IBM Watson Platform
Board-level Puts Algorithm-Driven
components Business to the Test
http://www.mckinsey.com/global-themes/internet-of-things