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Innovation Management
Monetizing M2M
15 November 2012
Why now ?
Public
Public
Public
10
15
20
25
30
35
Public
LOW ARPU
Automation
Public
Billion devices
30.0
22.5
15.0
7.5
2010
2012
2014
2016
2018
2020
16
14
12
10
YoY adds
8
6
4
2
0
Public
MASSIVE SCALE
HUGE REAL-TIME TRANSACTION VOLUMES
Public
2015
Service Enablement
Application Services
Connectivity &
Hardware
2012
Communications services,
associated communications
hardware (modules, terminals,
devices)
M2M
revenue
distribution
Public
10
CSP
Telecom
Telecom
Device,
equipment Integrator
software
module,
vendor
vendor / ISV chipset maker
Partner mgmt
Flexible billing
Network traffic
& signalling loads
Cloud
service
provider
Cross-border roaming
Business analytics
Public
11
Consumers
NW operators Module and Terminal
vendors
App developers
Specialized
communication providers
App/Service
Store
Specialized solution
providers
Service
Provider
Specialized service
providers
$
Corporate
Clients
System integrators
Resellers
2012 SAP AG. All rights reserved.
Public
12
Public
13
51,8%
46,4%
Automotive
27,3%
Financial services
20,0%
Health
20,0%
Operators / MVNOs
15,5%
Consumer
14,5%
Public safety
11,8%
Integrators
11,8%
Manufacturing / 10,9%
Oil and gas / mining
4,5%
Agriculture / food
2,7%
Military / defence
0,9%
Other
3,6%
Don't know /
12,7%
Utilities
=
Parcel
tracking & alerts
Patient
tracking & alerts
Felony
tracking & alerts
% of CSPs
Opportunities:
Seek horizontal scale of M2M services and apps
Focus is shifting to specific apps versus specific industries
Monetize the value that lays in the data
Source: Informa & SAP, 02/2012
2012 SAP AG. All rights reserved.
Public
14
CHANGE
AHEAD
Revenue share
App based
RUN IT
BUILD IT
USE IT
IaaS
Infrastructure as a Service
PaaS
Platform as a Service
SaaS
Software as a Service
Public
15
Public
16
LOW ARPU
MASSIVE SCALE
Low TCO;
Low cost footprint
Simplified operation
What is
needed ?
Innovative pricing
Fast TTM
Scalability
Real-time
High performance
Public
17
Thank You
Contact information:
Name: Christina Giraud
Email: christina.giraud@sap.com
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