Wednesday, 28 January 2015

Mapping the DNA of M2M applications

One of the pieces of work we've had in gestation for a while at Machina Research is the mapping of the DNA of M2M applications. We just published the study yesterday. Link HERE.

The basis is that M2M applications are incredibly diverse (think location, security requirements, access to power, complexity of application etc. etc. etc.). In order to properly understand the market opportunity and segment that market any company needs to identify the piece of the market they can address. The DNA helps significantly with that, showing which applications have what characteristics.

It's particularly powerful when combined with a set of M2M Forecasts as detailed as ours which allow any company to cross reference the applications they can address with the size of the market opportunity. Understand the DNA, understand the market.

Friday, 2 January 2015

What will 2015 hold for the Internet of Things and M2M?

Every year Machina Research publishes its predictions for IoT and M2M. This year is no different. It promises to be a very interesting year. Rather than me regurgitating the ten predictions, I recommend you take a look at our website.

Thursday, 11 December 2014

Will draconian punishments stop drone use?

In the last week there was a report in the UK of a near miss between a plane landing at Heathrow Airport and an unmanned drone. With the US government admitting it's going to be more-or-less impossible to police drone use, the penalties for improper use will have to be draconian.

It's fairly well established that the difficulty of catching a transgressor has a direct impact on the weight of sentencing. As the old maxim goes, "men are not hung for stealing horses, but hung so that horses shall not be stolen", or words to that effect. The punishment may be extreme, but if there's very little chance of capture, they have to be in order to put people off.

Extending that to drone use, it is extremely difficult to catch users who don't comply with requirements to avoid airports etc. As a result the penalties will have to be severe. Perhaps to the point where no-one in their right mind would want one? Even businesses.

Wednesday, 10 December 2014

Welcome to the IoT Christmas

So it's been a long time since I last posted. To the point where people have even been asking me why I haven't put anything up here for a while. The long and short of it is that we've been massively overhauling and enhancing our product offering at Machina Research and I've just been completely tied up. Check out our new website if you want to know more.

As we wind down to Christmas things have eased off just a tiny bit and I'm able to share a quick post on my shopping experience over the weekend. I'm not one much given to shopping til I drop, but obviously with Christmas just around the corner I have to get out and pick up presents for my nearest and dearest. And there was a distinctly IoT skew to my day's shopping.

First stop was the Design Museum in London, where I spotted this, which neatly summed up what we're all about. Yes, eventually everything does connect.

After that it was off to John Lewis in Tunbridge Wells, and they had what I can only describe as an IoT section. Nest and Hive (you can probably just make out on the left of this pic)...

...and lots of health devices in the second, including Withings, Fitbit etc. 

This is mainstream now. Welcome to the IoT Christmas. 

Thursday, 14 August 2014

As OneM2M issues its candidate release, some thoughts on standards for the Internet of Things

OneM2M, the standards collaboration body for machine-to-machine, has made its candidate release available. This is effectively the first draft, and a request for comment from industry. If you work in M2M/IoT this will affect you in some way, so it's worth your company taking a look. That's what I have planned for today.

At Machina Research we just published a Strategy Report on Standards for the Internet of Things, which deals with OneM2M. I wrote a blogpost for M2M Now, which might be of interest and contains my main take on the research. Rather than regurgitate it here, I'll let you read it over there.

Safe to say that standards will be critical to the success of the IoT. Standardisation of the service layer, as OneM2M is attempting, is probably the most challenging as it's very fragmented today and has a diverse range of demands on it from the key stakeholders. 

Thursday, 24 July 2014

PTC acquires Axeda for USD170m - Machina Research predicted something similar in January

Yesterday PTC announced that it was further bolstering its M2M/IoT credentials by acquiring Axeda for USD170 million. This is hot on the heels of PTC's purchase of IoT platform provider ThingWorx for USD112 million in December 2013.

The idea that the capabilities of an M2M specialist such as Axeda could be combined with the horizontal IoT platform capabilities of ThingWorx, were predicted by Machina Research in our Strategy Report "Competitive Dynamics in the M2M Platform Space" published in January 2014:

"Application Support Platforms (such as Axeda) are likely to be hit hardest by the advent of the M2M/IoT Application Platform. Really, the best way forwards for Application Support platforms will be to secure deals with the likes of companies like ThingWorx so that they can market services as being 'powered by' a company like ThingWorx, or as having 'ThingWorx inside'. Essentially, Application Support platforms will suffer from the lack of scale needed to develop their own M2M/IoT Application Platform capability, whilst facing stiff competition from companies that do leverage M2M/IoT Application Platform capabilities to productise their competing offerings."

"An alternative approach may be for an Application Support platform to position itself as a niche specialist and to partner with a M2M/IoT Application Platform, effectively almost as a channel to market. Such a specialism could either be functional or industry led."

If you would like to know more about our research of M2M/IoT platforms, please contact me.

Sunday, 15 June 2014

Comparing and analysing CSPs' strategies for M2M: the results

Every year we at Machina Research undertake a very detailed study of what Communications Service Providers (CSPs) are doing in the world of M2M. This year's study was expanded to 15 CSPs including all the usual suspects (e.g. AT&T, Deutsche Telekom, Telefonica, Vodafone etc.). There were a lot of interesting developments. Here are the highlights:

  • Vodafone retained its #1 spot, with AT&T, Deutsche Telekom and Telefonica making up the top tier of CSPs.
  • Lots of work on collaboration and alliances, both in terms of the established GMA and MWA, as well as more interesting things coming up for Vodafone and the launch of the Bridge M2M Alliance. My view is that these alliances are critical but they'll evolve from being exclusive monolithic organisations to being more complementary, with different CSPs tapping into different groups to support customers.
  • SoftBank is the one-to-watch for the next 12 months. Lots of interesting things to come following the acquisition of Sprint and imminent acquisition of T-Mobile USA.
  • CSPs seem to be gearing up a little more for the Internet of Things. I wrote a little bit about that for M2M Now.

We published a press release last week.