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Copyright © 2018 Arm, All rights reserved. New Business Opportunities for Cellular IoT Loic Bonvarlet Director of Marketing – Secure Identity Arm

New Business Opportunities for Cellular IoT · Cellular IoT market worth $9.65 Billion by 2025 (CAGR: 21.4%)* New SIM technologies unleash cellular IoT and new business opportunities

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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

3Copyright © 2018 Arm, All rights reserved.

Recognize These?

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

19Copyright © 2018 Arm, All rights reserved.

Partners announcements with Kigen

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!

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