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Copyright © 2018 Arm, All rights reserved.
New Business Opportunities for Cellular IoT
Loic Bonvarlet
Director of Marketing – Secure Identity
Arm
2Copyright © 2018 Arm, All rights reserved.
Key Takeaways
Cellular IoT market worth $9.65 Billion by 2025 (CAGR: 21.4%)*
New SIM technologies unleash cellular IoT and new business opportunities
Arm Kigen offers a range of solutions for each of the ecosystem players
* Source: Grand View Research 2018
4Copyright © 2018 Arm, All rights reserved.
Cellular in IoT – Global, Scalable, Secure
0.1 0.5
8.2
14.4
22.9
34.8
50.1
0
10
20
30
40
50
60
1 2 3 4 5 6 7
Bill
ion
s o
f th
ings
co
nn
ecte
d t
o t
he
inte
rnet
Number of connected things
10 Billion Devices(1.5 /person)
50 Billion Devices(8 /person)
Data from connected things
20101.2 ZB
2012
2.8 ZB
20158.5 ZB
202044 ZB*
*ZB: Zettabytes (10^21 bytes)
Data explosion outpacing technology
$202 B $69 B $445 B $36 B
AutomotiveConsumer electronics
UtilitiesHealthcare
5Copyright © 2018 Arm, All rights reserved.
IoT: a Complex Value Chain with Multiple ChallengesIoT service user
Cloud services & device management
Network
Edge gateway
OEM/ODM
Module vendor
OS & ISV
Roots of trust
SoC manufacture
SoC vendor
EDA vendor
IP vendor
Fragmented devices
ecosystem
Inconsistentsecurity
Complex IoT value chain,
multiple stakeholders
6Copyright © 2018 Arm, All rights reserved.
IoT Deployment with “new” SIMs
SIM for identity and authentication*SIMs based on eUICC (embedded Universal Integrated Circuit Card) can now be remotely provisioned with an Operator profile
Vending
Smart cities
Air Condition/Heating
Transportation
Service Gateway
IoT Cloud
Remote SIM provisioning
service*
Multi-Service Gateway
No physical handling
Simplified distribution
Secure provisioning
7Copyright © 2018 Arm, All rights reserved.
SIM Evolution – Opening New Possibilities
SIM eSIM
Mini SIM25 x 15mm
1996
Micro SIM15 x 12mm
2003
Nano SIM12.3 x 8.8mm
2012
eSIM (MFF2)6 x 5mm
2016
iSIM
iSIMFraction of mm2
20 years in the making
8Copyright © 2018 Arm, All rights reserved.
Change in Lifecycle with eUICC
Manufacture SIM
Select MNO
Personalise
SIMDistribute
SIMActivate
SIMUseSIM
End of Life
Distributedwith device
Manufacture eSIMPersonalise eSIM
(Provisioning Profile)
Pre-issuance
$ $ $$ $$
$ $$ $$
$$
Select / Change MNO
UseeUICC
Personalise eUICC(Operational Profile)
End ofSubscription
Post-issuance
$
SIM
eSIM
9Copyright © 2018 Arm, All rights reserved.
Possible Cellular IoT Value Chains
Arm IP SiPModule Maker
OEM Enterprise Services
Arm IP SiPModule Maker
OEM MNO Enterprise Services
MNO1
MNO2
SIM Vendor
SIM Vendor
SIM
eSIM
10Copyright © 2018 Arm, All rights reserved.
eSIM Projections: explosive growth this year M2M/IoT eSIM Shipments
Worldwide Forecast: 2016 to 2023 (ABI Research Oct 2018)
0
50
100
150
200
250
1 2 3 4 5 6 7 8
系列1 系列2
(Mill
ion
s)
(Mill
ion
s)
eSIM Smartphone Shipment Penetration RateWorldwide Forecast: 2016 to 2023 (ABI Research Oct 2018)
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
100.0%
-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
1 2 3 4 5 6 7 8 9
系列1 系列2
11Copyright © 2018 Arm, All rights reserved.
Added SIM Use Cases
Category Emerging use-case Most suitable type of SIM
Industries likely to benefit the most
Devices likely to benefit
Merits of the SIM
Cellular connectivity
Machine/device authentication and connectivity in IoT market
Reprogrammable embedded for some use-cases. Any type of SIM for other use-cases.
• Automotive• Utilities• Healthcare• Agriculture
• Connected cars
• Smart meters
• Sensors
• Wide coverage
• Ultra reliability
Value-added services
Mobile-based digital identity and authorisation
Any SIM (reprogrammable or non-reprogrammable; removable or embedded)
• Public administration• Public transportation• Banking, finance,
insurance• Healthcare• Education
• Handsets• Wearables
• Security• Wide
coverage• Wide
adoption
12Copyright © 2018 Arm, All rights reserved. 12
Driving Automotive Forward
Copyright © 2018 Arm TechCon, All rights reserved.
13Copyright © 2018 Arm, All rights reserved.
Distributed Intelligent Sensors and Processors
Mid-range
radar
Ultra sonic
sensor
Mid-range
radar
Mid-range
radarMid-range
radar
Rear view
camera
Lidar
360°camera
360°camera
360°camera
Frontview
camera
Ultra sonic
sensor
Long-range
radar
Laser
scanner
Cabin monitor camera
Microphone
Biometric sensors
14Copyright © 2018 Arm, All rights reserved.
Enabling Today as Well as TomorrowIdentity and remote provisioning
Vehicle with two integrated SIMs
Consumer eSIM/iSIM
• Voice, text, internet
• WiFi access point
M2M eSIM/iSIM
• Telematics
• Emergency calls, Tracking
• C-V2X
Arm Kigen SIM provisioning solution
Arm Kigen SIM OS
Automotive-grade eSIM/iSIM enabling future-proof cars
15Copyright © 2018 Arm, All rights reserved.
Automotive Opportunity “Data, cloud technology and new business models will be the major drivers of innovation and create an ecosystem around our core product,” said AlfonsPfaller, head of infotainment development, AUDI AG
98%Of all new cars with modems
Car manufacturers MNO & services providers
Simplified fleet management
Single SKU, reduce manufacturing complexity
Global connectivity
Car manufacturers can offer new services (eCall, breakdown, maintenance)
SIM-based identity services –payment, ticketing, car-sharing, mobile marketing
5G ready
New services (Telefonica fleet management service)
$1BVerizon revenue IoT and
telematics
1MNew cars added to
AT&T each quarter
16Copyright © 2018 Arm, All rights reserved.
MNO/MVNO Benefit from IoT Device Diversity Devices based on common security principles and standards
SILICON PARTNER A SILICON PARTNER B SILICON PARTNER C
OEM 1 OEM 2 OEM 3
SILICON PARTNER D
MNO
17Copyright © 2018 Arm, All rights reserved.
Introducing the Arm Kigen Family
Arm Kigen SIM OS
• Secure, GSMA compliant SIM OS stack
• Optimized for code compactness and implementation flexibility
Arm Kigen SIM services
• GSMA SAS-SM accredited remote SIM provisioning server
• Designed for easy integration, flexibility and scalability
Arm Kigen SIM Service
Network Access
IoT Device
Provisioning of profile
Arm KigenSIM OS
Provisioning Request
Cellular Network
CAT-NB1
CAT-M1
LTE-CAT1
LTE
5G
2G, 3G
18Copyright © 2018 Arm, All rights reserved.
GSMA SAS-SM accreditation fully completed
UK Redhill Data Center
20Copyright © 2018 Arm, All rights reserved.
Leading SIM Solutions Provider Identity and remote provisioning
>700M SIMs enabled
50% of regional SIM vendors
#4 in SIM Cards (volumes)
A differentiated model…
21Copyright © 2018 Arm, All rights reserved.
Kigen – Flexible Business Models
Remote Service Offer
On-premise
Product Offer
Hosted
Service OfferSelf-service
Product Offer
Hosted byPartner
Hosted byArm
Managed by Arm Managed by Partner
Customization
Tim
e to
mar
ket
Partner needs accredited data centre Partner needs accredited data centre
Accredited data centre Accredited data centre
22Copyright © 2018 Arm, All rights reserved.
Kigen: Solutions for the New Value Chain
Module maker &
OEM
Silicon partner
IoT service
providers
Operator (MNO/ MVNO)
Arm provides full hardware and software solution to
build iSIM in your silicon for faster time-to-market
Arm provides lowest power eUICC solution in multiple
form factors (eSIM or iSIM or traditional SIM). You own the profile or eSIM/iSIM root-key
Arm allows you to keep control of network profile which increases security
Arm enables you to be operator-agnostic
23Copyright © 2018 Arm, All rights reserved.
Summary
eSIM/iSIM open new ecosystems and service opportunities for IoT
Offer secure connectivity with devices for fastest time-to-market
Arm Kigen solutions: connect, service and monetize cellular devices securely
Visit Arm demo stand for Kigen + Pelion demo
24Copyright © 2018 Arm, All rights reserved.
Trademark and copyright statementThe trademarks featured in this presentation are registered and/or unregistered trademarks of <COMPANY NAME> (or its subsidiaries) in the EU and/or elsewhere. All rights reserved. All other marks featured may be trademarks of their respective owners.
Copyright © 2018
Thank You!
24
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