Internet of Things（モノのインターネット）の基礎としてのM2Mおよびクラウド
M2M and Cloud as the Foundation for the Internet of Things
|出版日||ページ情報||英文 47 Pages
|Internet of Things（モノのインターネット）の基礎としてのM2Mおよびクラウド M2M and Cloud as the Foundation for the Internet of Things|
|出版日: 2012年07月17日||ページ情報: 英文 47 Pages||
M2Mソリューションの実現に向けて、ベンダーおよびサプライヤー各社は様々の異なるアプローチを採用していますが、M2Mソリューションの大規模導入の実現にはクラウドコンピューティングが必須であり、クラウドコンピューティングが「Internet of Things（モノのインターネット）」の基礎を築き、次世代のイノベーションとM2Mの商業化をサポートするものとなるだろう、という共通の認識を共有しています。M2Mの商業化は明確に定義されていないものの、バリューチェーン各所の既存の事業者や新規参入事業者にとって広く開かれた大きな市場機会となるでしょう。
当レポートでは、M2Mのバイヤー、サプライヤー、ベンダー、インテグレーター、投資家などを対象に調査を行った結果から、M2Mソリューションの普及における課題、クラウドの重要性、「Internet of Things（モノのインターネット）」への移行の見通しについて検証し、主要ベンダーのプロファイルもまとめ、概略以下の構成でお届けいたします。
The study is a result of phone and in-person interviews and online surveys with M2M buyers, suppliers, vendors, integrators, and investors worldwide. The vendor profile component of the study looked at infrastructure, professional services and enabling technology that vendors and providers are offering to operators and enterprise customers for M2M solutions and services.
The machine-to-machine (M2M) market has been around for well over 10 years, and for decades in the industrial sector, depending on how you define M2M. Based on the study and numerous discussions, the general consensus is that the M2M market is at a key inflection point for supporting mass market adoption, while providing the foundation for the broader concept of the Internet of Things (or Internet of Everything, as some call it).
Figure 1: M2M to Internet of Things
Over the past 10 to 20 years, many vendors and industry thought leaders have provided visions and developed labs to demonstrate the future of what we are now calling M2M, Connected Devices and the Internet of Things. These visions are now becoming reality, particularly in terms of vendors, suppliers and providers positioning for current and future value chain positions and differentiation.
While vendors and suppliers are taking different approaches to enabling M2M solutions, the common theme is that cloud computing is essential in enabling mass adoption of M2M solutions, which will also support the next wave of innovation, laying the foundations for the broader Internet of Things, and the consumerization of M2M. The consumerization of M2M is not well defined, but will become a massive and wide-open opportunity for established players and newcomers up and down the value chain, including for developers migrating away from the saturated mobile application market.
There have M2M platform vendors and suppliers focused on the market during the past 10 years with a mix of success in implementing customer solutions in a variety of industry vertical sectors. There are many interesting customer solution stories, but mass adoption worldwide has not taken off to the frustration of many of the vendors and operators. Established M2M platform vendors also point out that there have been some expensive failures in the implementation of customer solutions that have contributed to the cautious approach to M2M initiatives by enterprise buyers.
Figure 2: M2M Transition to Internet of Things
However, starting in 2011, the market received renewed attention by all players in the supply chain, including mobile operators aggressively targeting M2M subscription growth. Based on the study, most the top vendors agreed that M2M and the Internet of Things are going through a peak hype cycle now, for better or for worse. The attention is helping drive awareness and interest among business customers while forcing the M2M supply chain players to address the numerous adoption challenges.
The M2M market is different from other hi-tech markets, which typically progress through emerging, growth, and consolidation phases. The hype cycle for hi-tech markets typically hit a peak and then dips with diminished expectations, and then finally levels out as the market continues to mature. However, the M2M market is highly vertically-integrated and while common (horizontal) standards and platforms are emerging, the market will always have a significant amount of fragmentation based on significant differences between the vertical sectors and the related machines and connected devices. As a result, consolidation to a just a few end-to-end players is not likely to occur as is often the case in other market segments. Further, Tier-1 mobile operators are also positioning as platform and end-to-end players, which injects another unique component into the maturation of the market as well as the ongoing consolidation of the M2M industry by way of M&A and partnerships.