Monday, April 8, 2019

IoT Markets are Hard to Quanify with Any Precision

Quantifying the size of edge computing or internet of things markets is difficult, if in fact both have both horizontal capability (general purpose use cases) as well as vertical (within specific industry vertical) implications.

Most firms--even those focusing on IoT--will not likely derive most of their revenue from specific edge or IoT sales. When “everybody” can claim to be, and in fact might be, a participant in the broad ecosystem, it also is nearly impossible to specify the specific value or revenue upside. Virtually all the major cloud suppliers, mobile and fixed connectivity providers, end user appliance and general-purpose computing firms can claim to have some role.

That means virtually every large enterprise software or solution provider, every large ISP, every large computing solutions suppliers, many device and component suppliers and system integrators can claim to have a role.

Security, robotics, connectivity services, chipsets, databases, devices, enterprise software, consulting and implementation services, vertical industry software suppliers, server suppliers, analytics, embedded computing suppliers all would have plausible roles.

Consider just industrial IoT, which might include firms such as DHL, Hitachi, Huawei, SAP, GE, Rolls Royce, Dell, ARM, Bosch, Cisco, AWS, AT&T, Fujitsu, Deutsche Telecom, Telefonica, Google, HPE, IBM, Intel, Microsoft, Oracle, Qualcomm, Salesforce, Samsung, Sierra Wireless and PC-Tel, as well as any firm that competes with these firms.

Siemens, ABB, Honeywell, Schneider Electric, ON Semiconductors, Micron, Broadcom, Analog Devices, NXP, Texas Instruments, Gemalto, RSA, Symantec, Kaspersky, Palo Alto Networks, ThingWorx, Sigfox, Ingenu, Accenture, Fujitsu, Tata, Infosys, Tech Mahindra, Fanuc, Kuka, Boston Dynamics, Zebra and ProGlove also are among firms with possible roles to play.

Verizon, Fortinet, Samsara, Eaton, SonicWall, Johnson Controls, Vertiv and Honeywell are some of the other names any industrial IoT potential participants list would tend to include.

PTC, IGEL, Red Hat, Senet, Cambium, Lenovo, National Instruments, Particle, Rigado, Roambee, Armis, Claroty, Cradlepoint, ForeScout, Trend Micro, VDOO, Xage Security, Zingbox, Falkonry, Foghorn Systems, IoTium, KMC Controls and Seeq might also be names with industrial IoT credibility.

But few of those firms will be able to generate specific industrial IoT revenue that moves the needle much on overall firm revenues.

And much the same can be said for potential suppliers in any other vertical market IoT realm. As a general theme, IoT is going to be significant. But specific forecasts will be difficult.

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