Deutsche Telekom Ag · XETR:DTE
Deutsche Telekom — Detecon — Investor Presentation (September 2013)
16 slides from Deutsche Telekom's investor presentation, Sep 3, 2013
Slide 1: M2M – uncovering opportunities
20130903_M2M PARTNER EVENT_DETECON.PPTX –1– M2M – uncovering opportunities © Detecon
Slide 2: Why is M2M so relevant?
Why is M2M so relevant? M2M devices already outnumber humans – and continue to grow at an astonishing pace. This growth is nothing short of revolutionary! During 2010 the number of things connected to the internet exceeded the number of people on Earth. 2003 20130903_M2M PARTNER EVENT_DETECON.PPTX 2
Slide 3: Where do we see its impact?
Where do we see its impact? We already see its benefits beyond the traditional verticals of automotive – such as healthcare, where M2M applications enhance and even save lives. Type of Healthcare Apps Weight 12% Diet & Calorie Menstrual Cycle 31% 7% 5% Blood Pressure 4% WebMD 41% 20130903_M2M PARTNE
Slide 4: Where do we see its impact?
Where do we see its impact? ……. while continuing to find new applications in existing verticals such as automotive through advanced traffic management and connected car systems.. US Connected Car Subscribers: From 6 million in 2012 to 19 million in 2017 +26% 20130903_M2M PARTNER EVENT_DETECON.PPTX 1
Slide 5: Where do we see its impact?
Where do we see its impact? …. and even improving our shopping experience through the NFC/ RFID devices and digital signage. Retailers Increasing RFID Adoption 5% 6% 3% 8% 8% 2007 2008 2009 2010 2011 20130903_M2M PARTNER EVENT_DETECON.PPTX © Detecon –5–
Slide 6: Where we are at present.
Where we are at present. Currently the primary M2M segments are Automotive, Building Automation, Smart Cities, Industrial Automation and Smart Grids. 20130903_M2M PARTNER EVENT_DETECON.PPTX © Detecon –6–
Slide 7: And moving towards the future
And moving towards the future These devices are increasingly connected and communicate via the internet – which brings us to the cross functional, converging world of the Internet of things. 20130903_M2M PARTNER EVENT_DETECON.PPTX © Detecon –7–
Slide 8: The M2M opportunity
Frame The Template M2M opportunity M2M has been associated with fantastic – and wildly varying projections. One point which is generally agreed on however, is that this is a big, big opportunity. Forecast 300 billion in M2M revenue 500% wireless across verticals in 2013. penetration is possible Juni
Slide 9: The M2M opportunity
The M2M opportunity This is given credence from the fact that every Tier 1 carrier along with many leading industry players have already established dedicated M2M units. 20130903_M2M PARTNER EVENT_DETECON.PPTX © Detecon –9–
Slide 10: M2M – Megatrends #1
M2M – Megatrends #1 “B2C emerging from the shadows of B2B” Implication: With B2C applications the number of use cases and applications will increase by an order of magnitude 20130903_M2M PARTNER EVENT_DETECON.PPTX © Detecon – 10 –
Slide 11: Megatrend #1
Megatrend #1 Although B2B has dominated M2M over the past decade the future points squarely towards B2C. B2C 1.5 billion phones per year! Emerging applications B2B in health, automotive ~ 10 major verticals and consumer 50 million devices per year electronics Y-o-Y growth of 20% 20130903_M2M PARTNER
Slide 12: M2M – Megatrends #2
M2M – Megatrends #2 “Miniaturization, commoditization and better power management ” Implication: M2M can be embedded into almost any device to make it smart and connect to the internet with minimal cost and long lifetime 20130903_M2M PARTNER EVENT_DETECON.PPTX © Detecon – 12 –
Slide 13: Megatrend #2
Megatrend #2 Continuously decreasing form factors coupled with increased battery life while improving processing capabilities allows us to embed m2m chips in almost any device. Reduced Form Factors Better computing power Increased Battery Life 20130903_M2M PARTNER EVENT_DETECON.PPTX © Detecon – 13 –
Slide 14: M2M – Megatrends #3
M2M – Megatrends #3 “Value in Data – just not any data but BIG DATA” Implication: Exponential increase in data generation – with significant opportunities in real time data analytics 20130903_M2M PARTNER EVENT_DETECON.PPTX © Detecon – 14 –
Slide 15: Megatrend #3
Megatrend #3 The explosion in the amount of unstructured data with the corresponding increase in computing power and tools provides an opportunity to extract additional value. 24,000,000,000 4,000,000,000 TB 65% believe connected of Data in biggest value and devices by 2020 2013 itself! need is in m
Slide 16: M2M – uncovering opportunities
20130903_M2M PARTNER EVENT_DETECON.PPTX – 16 – M2M – uncovering opportunities © Detecon