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AspenCore Global Report

IoT Rolls Up its Sleeves

Market watchers recalibrate the trajectory
8/15/2017 00:01 AM EDT
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name99
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Re: Improvement but still much too Consumer IoT biased
name99   10/9/2017 4:07:59 PM
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Seems like IoT is like AI --- anything successful becomes, by definition, something OTHER than IoT... Apple Watch seems like a successful IoT product by any measure. How about Amazon Echo and the whole smart speaker segment? How about Tesla, as an early, but still legit, conected smart car? How many internet-connected security cameras are there now (Nest, Blink, etc)?   Seems like the only market that isn't doing well is the market for garbage products at garbage prices. That might be sad for the garbage merchants, but I don't see why the rest of us should be especially upset. I for one am willing to buy a number of IoT objects --- but I expect those to come with HomeKit functionality, serious security, and a support plan. And if you can't fit that into your $25 budget, perhaps you ought to rethink your business plan?

rick merritt
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Re: Improvement but still much too Consumer IoT biased
rick merritt   8/15/2017 7:06:21 PM
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@Don Herres Great question! Stay tuned. Another part of this IoT report will be a story written by one of the editors based in Shenzhen of our sister publication, EETimes China.

sranje
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Re: Improvement but still much too Consumer IoT biased
sranje   8/15/2017 2:20:41 PM
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Thank you Rick, 

This century is the century of growth of cities. Humanity (humans) are migrating into cities -- they are more dynamic, interesting, young people escape traditional customs/prejudices/cultural chains, etc.

NY metropolitan area is about 13M people or so. Just in China several new are being created. Cities are unmanageable without IoT - traffic signs, lighting, survaillance, garbage collection, buildings, smart grid, etc.

Smart City and Industrial IIoT is fragmented but in command economies much less so. And - the Smart Citi IoT has three inter-related subsegments - Government, Industrial and Business.

There is a new and truly wonderful book "Scale" by Geoffrey West - written with high integrity -- a nuclear physist who changed his focus after the collider in Texas was idiotically cancelled (after billions were already spent). In a refreshing study of biological systems and their growth -- he discovered that -- unlike business firms or animals/plants -- cities can actually grow pretty much indefinitely.... 

Reasons are too complex to list here but it is evident that few cities have ever completely disappeared (even Hiroshima).  For example, NYC is actually among the "greenest" cities in America -- quite unexpected, is it not? But the humans growth and their massive migrations are elsewhere - not in the US... - hence less visible in the US

Many thanks for your outstanding articles, Rick

Don Herres
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Re: Improvement but still much too Consumer IoT biased
Don Herres   8/15/2017 12:27:30 PM
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Aside from your comments on metro governments, which I consider accurate, you also have to count in the average voter's well justified paranoia over the government tracking every citizen's movements.  Any knowledge of what is happening in China where there is more everyday tracking and the governments are more top-down driven?

rick merritt
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Re: Improvement but still much too Consumer IoT biased
rick merritt   8/15/2017 12:11:57 PM
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@sranje The market watchers have a special focus on consumer because ultimately it is expected to be the largest segment by far.

Re smart cities: Please share any contacts. We want to track this.

I have done a couple stories on projects in places such as San Jose and LA (See http://www.eetimes.com/document.asp?doc_id=1328658). I came away with the perception this is a really hard market because

--metro govts can be conservative and bureaucratic

--they don't seem to have many clear ideas about what to sense or what to do with the data

--vendors have to create and sell the ROI for each deployment

I'd love to hear about more real life stories of smart cities.

 

 

 

 

 

sranje
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Improvement but still much too Consumer IoT biased
sranje   8/15/2017 10:54:22 AM
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In the meantime the Industrial and Smart City IoT markets are doing very well as illustrated by Industrial IC and MCU vendor revenues and by distributors' heightened interest in IIoT... The Consumer IoT obsession by analysts in the US is somewhat puzzling

Maybe the third installment will fully discover IIoT (which includes the huge Smart Citi IoT market)  ;-))

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