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0 / Internet of Things
Vendor Benchmark 2016
Germany
An Analysis by
Experton Group AG
Munich, Germany
Authors: Arnold Vogt, Dr. Henning Dransfeld, Dr. Michael Wei and Holm Landrock
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Experton Group AG
Copyright
This analysis has been prepared by Experton Group AG. The information and data
contained herein were gathered conscientiously and with the utmost care. Nevertheless,
we cannot guarantee their exhaustiveness and accuracy. Nobody should take action,
based on this information, without expert advice and an in-depth analysis of the individual
situation.
All rights to the content of this analysis are reserved by Experton Group. For privacy
reasons, the data and information remain the property of Experton Group. Reproduction
even of parts thereof may only be made with the written permission of Experton Group
AG.
Experton Group AG
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I4.0 & IoT have the potential to not only optimize existing
processes and products, but to transform the value chain
long-term.
Companies whose focus today is on the digital
optimization of their existing business models will not be
able to compete with real digital business models
tomorrow.
Ask yourself of which business models you are most
afraid of, before your competitors are asking this question,
and have in mind that it is not the Asian competitors
anymore that are most dangerous for the German
industry, but those from Silicon Valley."
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Arnold Vogt
Table of Content
1. Executive Summary......................................................... 7
2. Definition of the Topic ..................................................... 8
3. Market Development ........................................................ 9
3.1.
3.2.
3.3.
4.2.
4.3.
4.4.
Definition ........................................................................... 25
5.2.
5.3.
Vendor Selection............................................................... 26
Focus of Assessments ...................................................... 27
5.4.
5.5.
Vendor Evaluation............................................................. 29
Definition ........................................................................... 35
6.2.
6.3.
Vendor Selection............................................................... 36
Focus of Assessments ...................................................... 36
6.4.
6.4.1.
6.4.2.
6.5.
6.5.1.
Automotive Sector............................................................. 45
Market Situation ................................................................ 45
6.5.2.
6.6.
6.6.1.
6.6.2.
Definition ........................................................................... 55
7.2.
7.3.
Vendor Selection............................................................... 55
Focus of Assessments ...................................................... 56
7.4.
7.5.
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Definition ........................................................................... 63
8.2.
8.3.
Vendor Selection............................................................... 63
Focus of Assessments ...................................................... 64
8.4.
8.5.
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Table of Figures
Figure 1: I4.0 & IoT definitions ........................................................................... 8
Figure 2: Who is responsible for Industrie 4.0/ (IoT) in your company? ............ 9
Figure 3: Customer approaches and potential competitive advantages ......... 10
Figure 4: Business models are transforming the value chain .......................... 11
Figure 5: Value creation through increasing connectedness towards
integrated processes ................................................................................. 12
Figure 6: Value creation through increasing connectedness towards
integrated processes ................................................................................. 13
Figure 7: Value creation through increasing connectedness evolution
towards autonomous processes ............................................................... 13
Figure 8: Use case evolution from measuring and control to predictive
maintenance and regulation ...................................................................... 14
Figure 9: I4.0/IoT approaches .......................................................................... 15
Figure 10:
Figure 11:
Figure 12:
Figure 13:
Figure 14: Which criteria are relevant for your service provider selection for
I4.0 technologies? ..................................................................................... 34
Figure 15: Benchmarked consulting houses & system integrators machine
& plant engineering ................................................................................... 39
Figure 16: Benchmarked consulting houses & system integrators
automotive industry ................................................................................... 47
Figure 17: Benchmarked consulting houses & system integrators
transportation & logistics ........................................................................... 52
Figure 18:
Figure 19:
Figure 20:
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1. Executive Summary
Industrie 4.0 has a basic focus on the production process within a "smart
factory", while the Internet of Things focuses on the utilization phase of
digitalized and connected devices and products.
Most or today's real use cases have a focus on remote monitoring and
remote control scenarios.
Many small IoT platforms have evolved, which are used by the vendors
themselves in their role as full-service providers and/or are offered to
other full-service providers, based on the white-labeling model (platform
for platforms).
According to Experton Group estimates, more than 100 IoT platforms are
already available today worldwide, and in 2016, additional renowned
providers will enter this market. On the other hand, we also expect a first
selection and consolidation wave in 2016/2017.
New, innovative offerings have been developed to reduce I4.0 & IoT
complexity; examples include Axoom, Forcam, M2MGO and nemetris.
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Level of Connectedness
Research &
Development
Production &
Supply Chain
Sales &
Marketing
Customer
Service During
Use
Impact of
I4.0/IoT
Process Level
Device Groups/
Machine Park
Individual Devices/
Machine Level
Core of
Industrie 4.0
Core of Internet
of Things
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3. Market Development
3.1.
User Trends
On the user side, two things can be observed. On the one hand, Experton Group's
surveys have revealed that most companies do not have a central contact person
for issues relating to Industrie 4.0 & Internet of Things.
Services Manager
7%
No Responsible Contact
41%
Corporate Management
12%
Other
5%
Head of Production
20%
Head of IT / CIO
14%
Figure 2:
On the other hand, users do not pursue a strategic (top-down) approach for this
topic, but mostly address concrete use cases on a project base (bottom-up).
Experton Group thinks that this will change in the future, from a bottom-up to a
strategic/top-down approach, because the bottom-up approach has the single goal
of optimizing the existing value chain, whereas the highest competitive advantage
can be gained by implementing strategic top-down I4.0/IoT initiatives. However,
companies or whole industries will certainly not undergo transformation voluntarily,
but will be forced to do so sooner or later through competitive pressures exerted
by "digital players" and especially those from the Silicon Valley.
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Customers
Current Approach
Potential
Competitive
Advantages
Bottom-Up
Optimization of silos: logistics,
production or customer service
Responsibility: CIO, service
manager or head of production
80%
20%
Top-Down
Transformation of process
chains & business models
Responsibility: CDO or
corporate management
20%
80%
Often, discussions about new, digital business models are very abstract, and
therefore, we shall describe a simple example to illustrate what's it all about.
Normally, industrial enterprises have a "traditional" business model, based on the
traditional industrial value chain. Toothbrushes, for example, are developed,
manufactured, sold and then used by the customer. Those companies that
consider optimizing the toothbrush production through I4.0 and IoT would simply
increase the efficiency of existing production processes through connectedness
and automation and also connect the toothbrushes to collect data on customers'
usage behaviors to optimize related research & development efforts. As a result,
some minor efficiency gains, only few percentage points, might be achieved and
a new toothbrush, based on the collected customer usage data, could be
developed. But those who "only" pursue such approaches will not have done
enough once the next competitor leverages the technological I4.0/IoT
opportunities to transform his business model, for instance, towards "mass
customization", which means that toothbrushes are manufactured, based on a
customized, highly automated batch size 1 mass production (with individual
colors, brushes, designs, name engravings etc.). This business model requires a
focus on I4.0, since customers will certainly only accept slightly higher prices for
such customized toothbrush. Connecting the toothbrushes (IoT), on the other
hand, is not absolutely necessary to implement the business model. Sales &
marketing also will change completely through such business model. Products
are not sold anymore through traditional retailers, but must be sold via the
Internet. If a company is able to sell customized toothbrushes for slightly higher
prices via the Internet, the "mass customization" business model is certainly
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ahead of the "traditional business" model I4.0 and IoT are only a means to an
end. But that's not all. The competition from the Silicon Valley is often thinking
one more step ahead. For instance, "customer data-based" business models can
be used to eliminate whole markets. Let's use our toothbrush example again. This
effect could occur if toothbrushes are not sold to end customers or consumers
anymore, but to health insurances. Health insurances would supply connected
toothbrushes to their members for free and would measure their teeth brushing
behaviors. Control will certainly have an effect on the cleaning behavior, and
health insurances could adjust contributions to dental insurances to the cleaning
behavior of their members accordingly. While the health insurance would spend
some more money on preventive dentistry (for toothbrushes), related savings
would be much higher, and these financial resources could be spent on
conservative dentistry. As a result, the toothbrush market would practically be
merged with a larger conservative and preventive dentistry market. Considering
the fact that the Weight Watchers business model is even based on customers'
willingness to pay for their own weight control (plus tips & tricks on diet, food and
nutrition), this is a rather realistic model. For such business model, IoT would be
highly relevant, since it would require that toothbrushes are connected. I4.0, on
the other hand, is rather irrelevant within this context.
Business Models
Research &
Development
Production &
Logistics
Sales &
Marketing
Use &
Customer
Service
Mass
Customization
Research &
Development
Sales &
Marketing
Production &
Logistics
Use &
Customer
Service
Based on
Customer Data
Research &
Development
Production &
Logistics
Use &
Customer
Service
Sales &
Marketing (to
third parties)
As already described, most customers pursue a bottom-up, rather than a topdown approach, with an interest on concrete use cases to optimize individual
steps of the value chain (production, logistics or customer service). Experton
Group has examined two aspects the question as to what a maturity model for
I4.0/IoT use cases could look like, and where most current use cases would be
positioned within this maturity model.
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Remote
monitoring
through operator
and/or service
staff (without
remote control)
Monitoring &
Control
Remote
monitoring and
control through
operator and/or
service staff
(2-way
communications)
Automated
Optimization
Increasingly
automated
remote
monitoring and
control to
increase
efficiency
Autonomous
Systems
Self-learning
systems are
increasingly
taking over
operational,
diagnostic,
service and
coordination
tasks
Degree of Automation
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Process
Level
Fleet
Level
Device
Level
Degree of Connectedness
Many-to-Many:
Connecting machine data to processes allows for the integrated
usage of machine data in various processes (ERP, PLM, CRM) and
new areas of application
One-to-Many:
Digitalized and networked machine parks allow for the collective
usage of machine data to monitor, control and optimize all devices
(swarm intelligence)
One-to-One:
Digitalized and networked devices allow for the individual usage of
machine data to monitor, control and optimize individual devices
If you lay both dimensions atop of each other, you will have a maturity model for
I4.0/IoT use cases that maps the increased value through increased automation
and connectedness, evolving from simple device monitoring on the individual
device level (bottom left in the picture) to completely autonomous processes (top
Process
Level
Process
Monitoring
Process
Monitoring &
Control
Automatic
Process
Optimization
Autonomous
Processes
Fleet
Monitoring
Fleet
Monitoring &
Control
Automatic Fleet
Optimization
Autonomous
Fleet
Device
Monitoring
Device
Monitoring &
Control
Automatic
Device
Optimization
Autonomous
Devices
Fleet
Level
Device
Level
Degree of Connectedness
right).
Degree of Automation
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In a next step, a variety of use cases was collected that are currently discussed
with the I4.0/IoT context to determine their current maturity level. As a result, we
have observed that most use cases are still in an early maturity stage and
practically all of them have to do with device monitoring and device control. Use
cases that are currently discussed as potential scenarios within the next phase
of evolution include predictive maintenance and increased and automated device
optimization (regulation). We can therefore state that while a lot of discussions
are dealing with such use cases, the largest part of the evolutionary process is
still ahead of us and it will take some time until autonomous processes can be
Process
Level
Fleet
Level
Device
Level
Degree of Connectedness
developed accordingly.
Process
Monitoring
Process
Monitoring &
Control
Automatic
Process
Optimization
Autonomous
Processes
Fleet
Monitoring
Predictive
Maintenance
Fleet
Monitoring &
Control
Automated
Fleet
Optimization
Autonomous
Fleet
Device
Monitoring
Device
Monitoring &
Control
Control
Automated
Device
Optimization
Regulation
Autonomous
Devices
Measuring
Degree of Automation
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3.2.
Vendor Trends
Customers can choose between two basic I4.0/IoT approaches to address their
requirements: a customized complete solution or a standardized platform.
Customized complete solutions (including required consulting and system
integration) to connect machines, products and things have been available for
quite some time, and vendors can demonstrate respective competences and
experiences gained for specific industries. Standardized platforms, on the other
hand, are new and still in their infancy, and there is still a lack of clarity regarding
their capabilities and functionality. Since the complexity of most I4.0/IoT solutions
is very high, most customers decide in favor of a customized complete solution,
rather than a standardized platform.
As the following picture illustrates, both approaches provide certain advantages,
depending on the user organization's specific situation. More experiences and a
higher degree of standardization will reduce the complexity and users' related
consulting needs as well as implementation efforts. Thus, we can conclude that
customers will increasingly have the courage to use standardized platforms,
which will enable them to also implement use cases with a low return on
investment.
Customer-Specific
Situation
Standardized
Platform
Requirements
Individual
Mainstream
Consulting Need
Rather High
Rather Low
Implementation Efforts
Time-Consuming
& Complex
Customers
Company Size
Medium to Large
Small to Medium
>95%
<5%
I4.0/IoT approaches
Also, these two approaches will not always compete with each other. Experton
Group expects them to merge, replacing (metaphorically) "custom-made suits"
(individual complete solutions) by "off-the-shelf suits" (standardized platforms).
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Today
Tomorrow
Kunde
Kunde
Kunde
Customized
IoT Complete
Solutions
Customized
IoT Complete
Solutions
Customized
IoT Complete
Solutions
Full-Service Provider
Own/ Internal
IoT Platforms
Full-Service Provider
Standard
IoT Platform
Full-Service Provider
Figure 10:
3.3.
Solution Pioneers
New technologies such as I4.0 & IoT are hotbeds of innovation. For Germany,
there is the great opportunity to strengthen its industrial competence through
consistent digitalization, which requires a broad, technology-driven innovation
culture addressing this topic, and this is a challenge for large, renowned
enterprises and small and medium-sized businesses alike. With great interest
Experton Group observes and watches the development of new solution
approaches in the German market that address the I4.0/IoT topic. This section
shall present start-ups and other young innovation leaders that we, as analyst
house, perceive in the German market, although they do not fall under the market
segments that have been analyzed within this benchmark, based on their current
focus,
and
are
therefore
not
analyzed
in
more
detail
within
the
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pioneers" that are breaking new ground and pursuing novel approaches. I4.0 &
IoT is a highly complex topic, and so we have focused on solutions that have the
goal to reduce this complexity to achieve ease of use and a fast and easy
deployment.
AXOOM digital business platform for manufacturers
In autumn 2015, Trumpf a manufacturer of machine tools and laser technology
founded the Axoom start-up. The company with headquarters in Karlsruhe has
20 employees. Axoom shall build up a platform for software that helps plan
production processes. Similar to an app store, applications for industrial
production shall be offered by Trumpf and also by other vendors. As of today,
cooperation partners include Klckner, Linde, Schmalz, Sick, Wicam and Zeiss.
Industrial companies shall be enabled to map whole production processes, from
order entry to delivery, and to also connect to suppliers and customers. The open,
vendor-independent platform ensures secure data transport and provides data
storage and analysis capabilities. The cloud-based platform is available to all
machine manufacturers. This is Trumpf's active approach to evolve from a
hardware vendor (of machines) to an operating system provider for these
machines to a software vendor.
FORCAM Smart Factory Starter Kit
FORCAM is an IT technology and consulting provider headquartered in
Ravensburg near the Lake of Constance. The company was founded in 2001 by
former SAP managers. FORCAM's MES is used by renowned reference
customers such as Audi, BMW, Daimler, EADS, MTU Aero Engines, Hilti,
Mann+Hummel, MAHLE, MSR Technologies and WEIR Minerals. IBM is among
FORCAM's global sales and service partners. In 2015 and after five years of
development, FORCAM has launched its "FORCAM FORCE" solution, a novel
MES solution, based on in-memory technology, for real-time big data analyses.
The "Smart Factory Starter Kit" by FORCAM goes one step further to offer
FORCAM FORCE based on a "smart factory out of the box" concept, including
cloud-based connectivity of up to three machines, including big data analytics
and graphical visualization in real time. Obvious advantages for customers
include the fast and easy implementation of pilot projects at an affordable fixed
price (19,900 Euros including software licenses for three months).
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Leader
Product Challenger
Vendor 6
Vendor 2
Vendor 7
Vendor 11
Portfolio Attractiveness
Vendor 8
Vendor 4
Vendor 1
Vendor 12
Vendor 5
Vendor 10
50%
Vendor 3
Vendor 9
Market Challenger
Follower
0%
0%
50%
Competitive Strength
Rising Star
Figure 11:
100%
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Leaders
The "leaders" among the vendors have a highly attractive product and service
offering and a very strong market and competitive position; they fulfill all
requirements for successful market cultivation. They can be regarded as opinion
leaders, providing strategic impulses to the market and ensuring innovation and
stability.
Product challengers
The product challengers offer a product and service portfolio that provides an
above-average coverage of corporate requirements, but are not able to provide
the same resources and strengths as the leaders regarding the individual market
cultivation categories, often due to the weak footprint within the respective target
segment.
Market challengers
"Market challengers" are also very competitive, but there is still significant
portfolio potential and they clearly lag behind the "leaders". Often, the market
challengers are established vendors that are somewhat slow to address new
trends, due to their size and company structure, and have therefore still some
potential to optimize their portfolio and increase their attractiveness.
Followers
"Followers" are still lacking mature products and services or sufficient depth and
breadth of their offering, while also showing weaknesses and improvement
potentials in their market cultivation efforts.
Rising Star
Experton Group identifies "Rising Stars" within selected categories, which receive
the "Rising Star" award. These vendors have not reached the leader quadrant,
but have high future potentials. This award is only given to vendors or service
providers that have achieved a remarkable market entry or made extreme
progress towards their goals within the last 12 months and are on a good way to
reach the leader quadrant within the next 12-24 months, due to their aboveaverage impact and innovative strength.
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4.2.
With the I4.0/IoT market being still in its infancy, the focus of this first I4.0/IoT
Vendor Benchmark was on analyzing few, but clearly defined market segments
covering currently existing areas of application.
Basically, the selection of benchmarked market segments was determined by two
aspects. On the one hand, Experton Group always examines market segments
from a user/customer, rather than a provider/vendor perspective. On the other
hand, we have engaged in intense discussions with vendors, customers and
experts on current core topics, in particular, on the I4.0/IoT maturity level of
individual industries. These discussions were very helpful to help us select
relevant industries within the German market to be addressed within this first
I4.0/IoT Vendor Benchmark.
As a result, we have identified three segments:
Based on these results, this first I4.0/IoT Vendor Benchmark includes the
following six quadrants, which will be explained in more detail within the
respective chapters:
1. I4.0/IoT Consulting & System Integration Machine & Plant Engineering
2. I4.0/IoT Consulting & System Integration Automotive Industry
3. I4.0/IoT Consulting & System Integration Transportation & Logistics
4. IoT Platforms
5. I4.0 Analytics
6. I4.0 Analytics Visualization
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4.3.
Key criteria for the analysis and evaluation of vendors and service providers
within the individual categories of this I4.0/IoT Vendor Benchmark 2016 included
the following:
Portfolio attractiveness:
Scope of portfolio
o
Breadth of offering
Depth of offering
Quality of portfolio
o
Technology
Skill
Customer satisfaction
USP
Security
Product roadmap
Thought leadership
Strategic investments
Local specifics
o
Product support
Infrastructure
Competitive strength:
Market position
o
Revenues
Growth
Customer perspective
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Core competences
o
Innovative power
Stability
Ecosystem
Business model
Go-to-market
o
Sales
Channel
Marketing
4.4.
Analysis Design
The analysis for this "4.0/IoT Vendor Benchmark 2016" was conducted based on
three phases:
Research:
Extensive secondary research was performed to ensure sound data for those
evaluations that are not based on the vendors' own information; it included a
review of the individual vendors' offerings and also an analysis of their Internet
presences, product specifications and marketing materials.
Many interviews with product managers, technology experts and vendors'
customers also contributed greatly to this benchmark. Based on numerous
consulting engagements on the user side, Experton Group also has
comprehensive experience when it comes to assess the actual performance of
the individual vendors.
Vendor survey:
A vendor survey, which was conducted based on a questionnaire and interviews
between our analysts and executives on the vendor side, formed another key part
of this study.
The questionnaire consisted of 31 pages. These questions addressed the
company and its I4.0/IoT strategy, technological characteristics of the respective
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solutions and services and also the company's commitment to address user
requirements. Additional questions also provided answers on the company's
market presence in Germany and additional products and services. Samples
were taken to validate information provided by vendors.
Benchmark evaluation:
The three previous steps formed the basis for the final evaluation and vendor
positioning within this I4.0/IoT Vendor Benchmark 2016. Information and
insights gained in the individual steps were consolidated and analyzed, based on
the predefined criteria.
Project Schedule:
Start
End
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5. IoT Platforms
5.1.
Definition
Data & device management is the core functionality of an IoT platform to allow
for the centralized management of connected things (devices, products,
machines) and for processing (storing, integrating, analyzing and visualizing)
their data. Common additional functionality includes big data analytics,
application development and connectivity management. IoT platforms are no
vertical, i.e., industry-specific, but horizontal platforms to connect data and things
across multiple industries.
IoT platforms connect four key elements: things, user devices, business
applications and web services. Information is collected by things (machines,
devices, products, components and materials) and prepared accordingly to
visualize this information on various user devices. Remote access to "things" via
user devices is also possible, as is data integration with business applications
(ERP, CRM or PLM) and external web services such as social media data or
weather information.
Business
Applications
(ERP, CRM, PLM)
Web Services
(Social Media, Weather, etc.)
IoT Platform
Things
(Machines, Devices, Products,
Components, Material)
User Devices
(PC, Tablet, Smartphone)
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5.2.
Vendor Selection
According to Experton Group's estimates, far more than 100 IoT platforms are
already available worldwide. For the purpose of this vendor benchmark, we have
examined nearly 50 IoT platforms; the following 17 out of these platforms were
perceived as relevant for the German market and were included in the final
benchmark:
Atos
Axiros
Bosch SI
Capgemini
Cognizant
CSC
Cumulocity
Deutsche Telekom
Device Insight
Eurotech
HP
IBM
Infosys
Intel
Microsoft
PTC
QSC
While a number of renowned vendors of IoT platforms were examined prior to the
actual analysis, they were not included into the benchmark, for various reasons.
For instance, we excluded those vendors that do not provide their own data and
device management, including Cisco, Wipro, Vodafone and Telefnica, as well
as vendors whose platform is still in the beta phase, such as AWS, SAP, GE,
Siemens or Salesforce, and non-horizontal platforms that have a focus on a
certain topic or area, such as Google and Apple with their focus on smart home
offerings. Vendors that do not market their platforms actively in Germany were
also excluded, for instance, providers such as Jasper and Ayla Network. Many
among the vendors named above will certainly evolve quickly and be included in
next year's edition of the I4.0/IoT Vendor Benchmark within this IoT platform
quadrant.
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5.3.
Focus of Assessments
The following evaluation criteria were of high relevance for the portfolio
attractiveness ratings.
For Experton Group, a clear and strong USP is a key evaluation criterion,
considering the challenge of mastering the expected consolidation of the
IoT platform market.
While local support structures and infrastructures are key basic topics,
they were of minor relevance for the analysis of this quadrant.
On the competitive strength side, the following evaluation criteria were important:
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5.4.
Market Situation
The I4.0/IoT market is still in its infancy. While these terms have been hype topics
for quite some time, only few vendors have entered the German market with a
concrete offering. Customers are primarily looking for full-service providers that
are able to completely cover their individual solution requirements, rather than for
providers of standardized platforms. To address these demands, solution
vendors and system integrators act as full-service providers to provide a complete
offering from a single source. Many small IoT platforms have evolved within short
time; they are used by the vendors themselves in their role as full-service
providers and/or are offered to other full-service providers that do not have their
own IoT platform, based on the white-labeling model (platform for platforms).
According to Experton Group's estimates, far more than 100 IoT platforms are
already available worldwide, and consolidation is inevitable. The interesting
question is which providers will be able to establish themselves in the market with
their IoT platform. Experton Group thinks that it will not necessarily be the vendors
with the technologically best platform that will succeed in the market, but those
that are able to speedily set up a strong ecosystem around their own IoT platform.
Their respective business model will play quite an important role to ensure a
successful IoT platform, including ecosystem.
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5.5.
Vendor Evaluation
The following six out of the 17 benchmarked IoT platform providers were able to
reach the leader quadrant: Atos, Bosch SI, Deutsche Telekom, IBM, Microsoft,
and PTC.
Leader
Product Challenger
Portfolio Attractiveness
PTC
Bosch SI
Device Insight
Cumulocity
50%
Eurotech
Cognizant
CSC
IBM
Atos
Microsoft
Capgemini Deutsche Telekom
Axiros
QSC
Infosys
HP
Intel
Follower
Market Challenger
0%
0%
50%
100%
Competitive Strength
Source: Experton Group 2015
Figure 13:
Atos "Connected Living Enabler" IoT platform is a very advanced platform with
enormous future potential. The provider has realized rather early that a specific
IoT/I4.0 business unit is required and that it is also important to invest into the
development of dedicated IoT business models. Atos is strongly involved into the
"Gemini 4.0" initiative to gain important new insight for its own company as well
as their customers. Also, the SIS acquisition is paying off two-fold. On the one
hand, Atos has acquired important interface expertise between IT and industry,
on the other hand, Siemens is a strong industrial partner with whom Atos has
engaged in close cooperation to invest into innovations. Atos has to catch up as
a thought leader and is challenged to further enhance the ecosystem around the
provider's own IoT platform.
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On the portfolio side, the Bosch IoT Suite is the strongest competitor of PTC. The
Bosch IoT Suite is based on a combination of acquisitions and in-house
developments of Bosch Software Innovations. Bosch wants to position itself as
IoT/I4.0 "lead user" and, with the Bosch SI business unit, also as IoT/I4.0 "lead
provider" in the market. No other vendor pursues such strong marketing efforts,
and Bosch SI is perceived as "the" IoT/I4.0 thought leader in the German market,
and quite rightly so. The annual Bosch ConnectedWorld event in Berlin is unique
in Germany. Also, no other vendor is so strongly committed to business models,
not only through its close cooperation with the University of St. Gallen in the
"Business Model Navigator" context, but also through the vendor's workshops for
its IoT Suite customers to support their search for new digital IoT/I4.0 business
models.
Deutsche Telekom's "Connected Industry / DT IoT Platform" is a highly
performant, modular end-to-end solution. No other vendor has so many
renowned references in the German market as Deutsche Telekom, which
Experton Group perceives as a real USP in the current market situation. Many
providers are still struggling to name any references at all or only do so behind
closed doors. IoT platforms are a topic where Deutsche Telekom can leverage
its very own local strengths under performance, security and connectivity
considerations, whereas thought leadership and ecosystem for their own IoT
platform can still be improved.
IBM is another strong player in this market segment and can add various
strengths to its "IoT Foundation" IoT platform, such as its excellent analytics/big
data expertise and application development in the Blue Mix IoT Zone. This Blue
Mix IoT Zone is an opportunity for IBM to build up a developer and ISV ecosystem
around its IoT Foundation platform. IBM also demonstrates strong IoT
commitment through investments and organizational initiatives, as is reflected in
the newly founded, independent IoT business unit and IBM's announcement of
plans to invest a total of three billion USD into the development of new IoT
solutions. Compared to the competition, IBM should improve its IoT thought
leadership in Germany.
Microsoft and its Azure IoT Suite platform are relatively new in the market.
Microsoft's great strength, besides the actual platform, is the vendor's ecosystem.
No other vendor can provide such a strong developer and ISV ecosystem as
Microsoft on its Azure Cloud. Now the vendor must pave the way toward IoT for
its existing ecosystem of developers, ISVs and system integrators. If Microsoft is
able to successfully undergo this development, the vendor will become a really
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strong IoT and especially IoT platform player, thanks to its partners. We urgently
recommend that Microsoft improves its thought leadership in Germany.
Under portfolio aspects, PTC with its Thingworx IoT platform can be regarded as
the leader in this market segment who has secured a strong starting position
through the acquisition of Thingworx in 2013 and Axeda in 2014. The Thingworx
acquisition is an important USP for PTC, compared to many other IoT platforms.
The platform does not only have a focus on data and device management, but
also offers application development capabilities. The Thingworx motto is "rapid
application development" to enable users to create their own IoT applications and
dashboards, based on a self-service mode, also without in-depth IT skills and
long learning phases fast and easily, which is an enormous advantage and a
strong USP. Regarding the ecosystem, PTC is also ahead of its competitors and
has already built up a marketplace with 200 apps around Thingworx. PTC also
has numerous references in the German market and is highly respected as
genuine thought leader when it comes to IoT platforms. Experton Group
perceives PTC as a leader in the race for establishing itself as an economically
successful IoT platform.
Besides the leaders in this segment, there is a number of other players, which
can be categorized in groups, based on their origins and their respective focus.
For instance, Capgemini, HP, CSC, QSC, Cognizant and Infosys are renowned
IT service providers that have launched their own IoT platform in the German
market with the primary goal of establishing their respective IoT platform as a fullservice provider in customer organizations, which means that IoT platforms are
mainly offered as an integrated component of an industry-specific complete
solution, including consulting and system integration, depending on the provider's
core competence and with a focus on cloud-based data and device management
functionality and analytics. For Experton Group, these are all good platforms
technologically, but we do not see the willingness among these providers to build
up a strong ecosystem around their own IoT platform. Only platforms that can
scale, based on their business model, will ultimately be successful in the market
in the future. Consulting houses and system integrators are especially challenged
to make a decision about their future focus the model of the full-service provider
or the IoT platform. It will be extremely difficult to be successful with both models
in the market.
The following IoT platforms were categorized under the "IT service provider"
group and were examined accordingly:
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HP IoT Platform
CSC xIP
QSC Solucon
Cognizant Foresight
Besides this group of IT consultants and system integrators that provide a broad
IT portfolio and have launched their IoT platforms only recently, there is another
group of companies that have their origins in the M2M segment and have evolved
into IoT platform providers. These smaller companies could be named IoT
specialists and this group includes vendors such as Device Insight, Eurotech,
Cumulocity and Axiros. Device Insight and Axiros can be regarded as genuine
IoT platform pioneers, since both companies have been intensely engaged with
M2M/IoT and platforms since 2002/2003. Eurotech has been active in the market
for embedded systems since the 1990ies, but has only launched its own M2M/IoT
platform, the "Everyware Cloud", in 2010. Cumulocity, too, has launched its
platform in 2010 and was founded in the same year, with origins in Nokia Siemens
Networks. While Eurotech sells its platform primarily to users, the three other
providers closely cooperate with large telco providers, who offer these smaller
IoT specialists market access and reach, which is exactly what they are lacking.
For instance, Device Insight acts independently in the German market, but is also
engaged in close cooperation with Vodafone. Similarly, Cumulocity cooperates
with Deutsche Telekom and Axiros has its sole focus on telcos as target group
and has established partnerships with a number of telcos all over Europe. For
Experton Group, the picture is quite similar to the group of IT service providers.
While there are good technological platforms, we miss efforts by the providers to
build up a strong ecosystem around their own IoT platform. But according to
Experton Group, they will not be able to act successfully in the market without
such ecosystem.
The following IoT platforms were assigned to the group of "IoT specialists" and
examined accordingly:
Cumulocity Platform
Axiros Axperience
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IT Competence
Business Process Competence
Total
Economic Stability
Local Presence
500 - 999
employees
Internationality
Vendor Independence
Industry-Specific Know-how
Reference Projects
Partnerships
Figure 14:
4
....... Unimportant
Which criteria are relevant for your service provider selection for I4.0
technologies?
The most relevant Industrie 4.0/IoT criteria to be met by service providers are
very similar across the various company sizes and include economic stability,
manufacturing competence and business process competence. IT competence
is also deemed relevant and reference projects are very important. Not
surprisingly, the internationality of a service provider does not play a role for small
businesses that are mostly acting locally and must themselves gain a foothold in
smart factory value chains across multiple locations. On the other hand, the
relevance of a global player increases with users' company size. Both midmarket
businesses and large enterprise are willing to work with national or international
providers on smart factory initiatives.
Many companies are just beginning to seriously consider concrete steps
accordingly. Connectedness to ensure a more efficient control of machines in the
"smart factory" is still in a very early phase. Within this context, Experton Group
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Automotive
6.1.
Definition
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6.2.
Vendor Selection
Companies that met the following exclusion criteria were not analyzed within the
three industry categories:
No I4.0/IoT focus
No references
6.3.
Focus of Assessments
The specific evaluation criteria for IoT/I4.0 consulting & system integration
providers within the three examined industry categories are derived from the
requirements described above and include the following:
Portfolio Attractiveness
Competitive Strength
Position within the analyzed industries and competed IoT or Industrie 4.0
projects
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6.4.
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ABB
Accenture
Atos
Beckhoff
Bosch Rexroth
Bosch SI
Cisco
CSC
Deutsche Telekom
Forcam
Freudenberg IT
IBM
KUKA
Microsoft
SAP
Siemens
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Leader
Product Challenger
Portfolio Attractiveness
Deutsche Telekom
IBM
FORCAM
Freudenberg IT
SAP
BOSCH REXROTH
ABB
KUKA
Wipro
Device Insight
USU
CSC
HP
ProSyst
Accenture
BEDM
Cognizant Vodafone
Akquinet
Microsoft
FuM
CGI
50%
Atos
Bosch SI
Siemens
Beckhoff
BDE
Alegri
QSC
Infosys
Market Challenger
Follower
20%
20%
50%
80%
Competitive Strength
Source: Experton Group 2015
Figure 15:
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good portfolio strategy, covering consulting and system integration services for
specific automation and application programs, security solutions and specific
high-performance control solutions, which have a very good reputation among
Industrie 4.0 experts and customers.
Bosch Rexroth is a manufacturer and global technology leader of drive and
control technology. Since the merger of Mannesmann Rexroth AG and the
automation technology business of Robert Bosch GmbH in 2001, Bosch Rexroth
has become a 100-percent subsidiary of Robert Bosch GmbH. Bosch Rexroth is
a leading Industrie 4.0 user as well as leading Industrie 4.0 industrial supplier.
The company has realized the advantages of the horizontal value chain rather
early and was able to derive respective added values. Bosch Rexroth's consulting
and system integration for smart factory/smart industry services for the machine
& plant engineering sector are very advanced, and the company enjoys a very
good position on the global machine & plant engineering market with its
decentralized, integration-oriented Industrie 4.0 product and service portfolio.
Growth potentials have been identified for the vendor's portfolio strategy and
market awareness.
Bosch SI Bosch Software Innovations is the software and system house of
the Bosch group. The focus is on the design, development and operations of
innovative software and system solutions that address customers' specific
requirements. The company provides its own Bosch IoT Suite as well as an IoT
platform. As the global sensor technology market leader and based on its
hardware and software know-how and derivation of networked products and new
business models, Bosch SI is positioned as one of the lead users and leading
vendors of smart industry consulting and system integration services. Under
thought leadership and market awareness aspects, our analysis has revealed
additional potentials for improvement.
CISCO is an US-American telecommunications company and renowned for its
routers and switches that are used in a large number of Internet backbones.
Based on CISCO's specific networking competence, the vendor's smart factory
consulting and system integration portfolio has a focus on the CISCO Connected
Factory the Converged Plantwide Ethernet (CPWE) and also sets a clear
signal in the factory automation segment through its cooperation with Rockwell
Automation. For Experton Group, CISCO's strengths include the digital
transformation, whereas the rather low awareness in the German machine &
plant engineering sector is perceived as a weakness.
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CSC has a long tradition in the IT business. Digital convergence processes and
products are integral components of the provider's consulting portfolio. CSC
operates a center of excellence and offers a MES-as-a-service model. Many use
cases that were developed in cooperation with partners were industrialized and
are offered, based on an as-a-service model. While the awareness in the machine
& plant engineering market could be improved, since CSC is not fully established
as Industrie 4.0/IoT consulting house and system integrator, due to its strong IT
history, the provider has bundled his IT know-how with industry expertise and
data analysts to offer a strong consulting and integration portfolio.
For Deutsche Telekom the Internet of Things (and Services) (IoT) refers to the
complete digitalization of industrial production. Respective platforms, solutions
and products are bundled as "Dynamic Services for Industrial Internet" and
comprise machine-to-machine (M2) and industrial Internet (Industrie 4.0) topics.
Deutsche Telekom also offers its own independent MES solution. The new
"Digital Division" business units of T-Systems, a Telekom subsidiary, is of specific
relevance; it offers global E2E services, also for industrial Internet/M2M
environments and bundles all IoT topics. The vendor provides an integrated
offering consisting of its own products, solutions and platforms and partner
products. One of Deutsche Telekom's key markets is the machine & plant
engineering and the industrial automation market, which is addressed through
condition monitoring & tracking (cloud of things) offerings. Deutsche Telekom's
strengths include digital transformation, the smart industry services offering and
the broad portfolio attractiveness, while the competitive strength, in particular the
awareness within the machine & plant engineering sector, is perceived as a
weakness.
Forcam is an independent IT technology and consulting house. The company
has a leading position in the market, based on the development of and respective
consulting and system integration services for its own leading-edge MES
solution, which is used by renowned machine & plant engineering companies.
Forcam's clear strength are its smart industry services consulting and system
integration offerings, while the competitive strength has still some improvement
potential. FORCAM FORCE is certainly another promising USP; this is a new
technology for the smart factory that can be used to create a digital image of the
real production to plan and test productive simulations.
Freudenberg IT is a global IT company with a very strong focus on the
manufacturing industry, based on SAP solutions. Industry-specific know-how,
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solutions.
KUKA's
strengths
include
the
vendor's
digital
transformation offerings, the portfolio quality and the portfolio strategy and also
the number of portfolio-related references.
Microsoft, the global B2B and B2C software player, addresses the machine &
plant engineering sector with a focus on the integration of all kinds of systems
(SCADA, MES, etc.) into an overall platform architecture and leverages this
foundation to drive value chain digitalization. The Microsoft Azure IoT services
and Windows Embedded (Windows 10 IoT) are key for setting up vertical and
horizontal value chains, complemented by consulting and system integration
services provided by Microsoft and its large network of renowned partners that
have a focus on Industrie 4.0. For Experton Group, Microsoft demonstrates
increasing digital transformation strength, including consulting and system
integration for the IT-based optimization of the value chain towards new digital
services and business models. Microsoft has already engaged in cooperation
with renowned machine & plant engineering vendors to address these topics.
SAP, as a global ERP and business warehouse leader, has realized the Industrie
4.0/IoT potentials very early and has integrated these topics into new
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Maximilian
University
of
Munich
(LMU),
DFIK
(Deutsches
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6.5.
Automotive Sector
information
systems
and
drivers'
smartphones.
The
automotive
manufacturers as the "masters" of all vehicle sensor data are "sensing" the
potential power and also the huge business potential of this topic, which is gaining
traction with real implementations that do not only deal with infotainment, but
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address the connectedness with external services for smart control, including use
cases such as smart home control (prior to arrival), the localization of power
supplies for electric vehicles and insurance policies that adapt to the driving
behavior (pay as you drive, PAYD tariffs). CPS (cyber-physical systems), cloud
services, big data and analytics, mobile devices and security are contributing to
help integrate additional services such as connected car and autonomous driving
into this mobility service that has a strong IoT focus.
Accenture
Atos
Bosch SI
Capgemini
Deutsche Telekom
Forcam
Freudenberg IT
HP
IBM
Microsoft
Siemens
Vodafone
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Leader
Product Challenger
IBM
Capgemini
Infosys
Atos
CSC
Portfolio Attractiveness
Wipro
NTT Data
PTC
TCS
50%
FORCAM
Bosch SI
Cognizant
Cisco
ABB
Microsoft
Siemens
ProSyst
Vodafone
Computacenter
Device Insight
All for One Steeb
Unity
FuM
QSC
CGI
Alegri
Deutsche Telekom
Freudenberg IT
Accenture
HP
SAP
Akquinet
Market Challenger
Follower
20%
20%
50%
80%
Competitive Strength
Rising Star
Figure 16:
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also engaged in cooperation with Fraunhofer Institute and with Siemens to work
on embedded systems and production process automation. Reference
customers include Daimler and Michelin.
Bosch SI has also reached the leader quadrant of the integration and consulting
category for the automotive sector. While Bosch SI is smaller than many of its
competitors, this subsidiary of one of the largest automotive suppliers enjoys a
strong position, due to its highly innovative sensor technology solutions and the
very high degree of adoption in the automotive segment. Bosch SI provides
consulting and integration services for the smart factory, based on the
connectedness of industrial facilities and robots. As a thought leader, Bosch SI
cooperates with research institutions on Industrie 4.0 topics; partners include the
Fraunhofer Institute, the Hasso Plattner Institute and the University of St. Gallen.
Capgemini is one of the leading IT service providers for the German automotive
sector. "AutomotiveConnect" is Capgemini's label for its consulting and thought
leadership portfolio for the automotive industry 4.0. The company provides a
broad portfolio of solutions, from sensor technology developed by its own Sogetia
daughter company to predictive analytics. As a partner of IBM, HP and SAP, the
French service provider integrates a number of best-of-breed solutions for smart
factory analytics. Projects completed with German OEMs include connected car
integrations, smart factory networks and business process transformation
projects.
For Deutsche Telekom Industrie 4.0 has three dimensions: connectivity of
things, enabling services such as APIs or standard SDKs to enable services and
vertical solutions for differentiated value creation. The third level of vertical
solutions provides an integrated portfolio of all end-to-end offerings for industrial
Internet and M2M. This dominant German player is familiar with automotive
production processes and offers holistic solutions through its IT daughter TSystems and based on this provider's Gedas and Debis Systemhaus history. The
telematics business unit for connected car offerings is built up in cooperation with
a renowned German manufacturer. Deutsche Telekom works as data aggregator
for three OEMS on automated driving topics.
Forcam is a specialized consulting and integration house with roots in the
automotive supply chain automation business and has a leading position with its
Industrie 4.0 approach, based on its own MES platform. FORCAM FORCE, which
was described in the previous chapter, is also used successfully within the
automotive industry, for instance, by BorgWarner, a US-American supplier.
References include renowned German OEMs and suppliers.
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monitored in real time; robot automation and diagnostics are integrated to detect
problems immediately. Siemens demonstrates its thought leadership, also in the
automotive segment, through research partnerships, as described above, with
the Technical University of Munich (TUM), the Ludwig Maximilian University of
Munich (LMU), the DFKI (Deutsches Forschungszentrum fr Knstliche
Intelligenz, German Research Center for Artificial Intelligence) and the
Fraunhofer Institute for Applied and Integrated Security.
Telecommunications provider Vodafone has also reached the leader quadrant.
Vodafone is very active in this segment to provide added-value services through
SIM cards that are placed within cars. For instance, Vodafone supplies equipment
to all vehicles of the BMW 3 series and the new Mercedes-Benz E Class. In 2014,
Vodafone acquired the Italian telematics vendor Cobra to integrate even more
value-added telematics services. Through Cobra, Vodafone sells telematics
solutions to a number of European premium manufacturers. Vodafone has
initiated a project with Porsche to track stolen cars. Similar to many other
providers, Vodafone now enables insurances to adjust their policies to user
behaviors.
"Rising Star" Device Insight was founded in 2003 and is a vendor of software for
M2M
service
enablement
platforms
(M2M
communications).
The
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6.6.
Smart Logistics: solutions to track and trace goods for optimized logistics
management at sea, from the port to the route and the optimized goods
delivery, based on big data analysis
Providers come from the traditional IT service segment or are specialized ERP
system integration partners and specialized solution vendors for the logistics
industry.
Atos
Capgemini
CGI
FUM
IBM
Microsoft
Deutsche Telekom
Sopra Steria
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Portfolio Attractiveness
Product Challenger
Leader
Atos
CGI
Capgemini
IBM
Bosch SI
FuM
Deutsche Telekom
PTC
Infosys
Sopra Steria Accenture
Wipro
Microsoft
Device Insight
Inconso
Cognizant Vodafone
SAP
Akquinet
Alegri
50%
CSC
Follower
Market Challenger
0%
0%
50%
100%
Competitive Strength
Rising Star
Figure 17:
automation
solution.
ICAM
(Integrated
Computer-Aided
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the supply chain within production environments, and so, the consulting and
integration offerings have a focus on connected production processes.
CGI has focused on the transportation sector at an early point in time and offers
a number of IoT solutions for this industry, for instance, Terminal Management
System (TMS) for the better handling of logistics processes in the port terminal,
and Intelligent Cargo, a solution that allows vehicles and systems to communicate
with each other to improve the efficiency of logistics processes and minimize CO2
emissions. In most cases, Capgemini starts with consulting, not only on the IT,
but also the LoB level to create customized IoT solutions.
As in other industries, Deutsche Telekom offers a broad portfolio for the
transportation & logistics segment, with a focus on telematics and tracking &
tracing solutions. Deutsche Telekom has some IoT references in the logistics
sector, including the optimization of the freight handling processes in the Port of
Hamburg. The system integrates data to use real-time information to generate
recommendations for action for the dispatcher/driver automatically (predictive
analytics) or calculate an intelligent navigation for individual trucks. Another IoT
reference is the Bag2Go solution for airline passengers, which was developed in
cooperation with Rimowa and Airbus. The smart baggage mobility system is
based on an electronic tag in the Rimowa suitcase.
Fritz & Macziol's consulting & integration offering for the logistics sector features
its own VAS platform for shipping automation, including the centralized control of
global logistics processes, the web integration of carriers and customers and
connectivity to all industrial sensors (to determine the status and also to identify
and control the industrial facility) to allow for the automatic control of planning,
production and logistics processes, based on this information. Customers that
use this solution include Heidelberger Zement.
IBM is among the leaders, also in the transportation & logistics segment, and
differentiates itself with its specialized consulting team, vertical know-how and its
own solution portfolio. The American service provider offers its "Consult, Build,
Operate" consulting model also in the logistics sector. Industrie 4.0 integration
has a focus on integrating suppliers into the production process and on supply
chain integration. Integration services are based on SAP projects as well as the
provider's own solutions, including the IBM Websphere Telemetry application,
which is used by customers such as Deutsche Bahn (German Rail).
Sopra Steria is another provider of dedicated consulting services and solutions
to help optimize transportation, from the road to rails, sea and air routes. The
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Definition
7.2.
Vendor Selection
Alegri
Atos
Blue Yonder
Bosch SI
Capgemini
CGI
Cognizant
CSC
Deutsche Telekom
Device Insight
Empolis
HP
IBM
Microsoft
MIOsoft
NorCom
ParStream
PTC
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Resolto
SAP
SAS
Splunk
Synop
Wipro
MES and ERP vendors and vendors whose products are not perceived as
solutions used to process machine data were not examined. While CEP (complex
event processing) solutions were also excluded, CEP functionality may be part of
IoT/I4.0 analytics software. CAM systems were not analyzed either, although they
may be part of the analyzed solutions, executing respective measuring, control
or regulation functions, based on machine data analyses.
Considering the current market development, a clear division into pure consulting
houses (consulting including system integration) and pure product vendors (ISVs,
independent software vendors) is not possible at the moment. Currently, all
solutions must be added respective assessment and implementation services.
7.3.
Focus of Assessments
The IoT/I4.0 offering must also comprise current references, which also means
that the reference project must have been conducted not earlier than 2013 (in
April 2013 and on the occasion of the Hanover Fair, a practical definition of the
theoretical Industrie 4.0 construct was presented). However, in discussions prior
to this analysis some automation solutions from 2000 were presented as
"Industrie 4.0" solutions. While automation technology is regarded as a key
component of such solutions, it is not the subject of our industrial big data
analysis. Rather, we want to show solutions that deliver new insights, for
instance, through streaming analyses of all data, or that influence systems and
facilities, based on the analysis of certain characteristic diagrams.
The generalists and consulting companies that provide a comprehensive
solutions portfolio, also dealing with large amounts of streaming data and linking
them with other, often poly-structured data, have all made the same interesting
remark: They say that they grow and develop "as needed", which, however, also
means that they have not set up a respective strategy yet. This is partly true for
other providers who were not able to provide exact customer numbers or
expected growth rates and provided strongly varying statements, which supply
quite interesting indicators of IoT/I4.0 maturity levels.
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Many providers had difficulties to supply concrete figures for the required system
configuration for their solution. Neither reference architectures nor performance
limits are provided, which may well reflect the actual situation in such a young
market and the high share of assessment and consulting services around the
solution, but may also indicate that the vendors' offering lacks the necessary
degree of maturity. Solutions that reduce or filter data in a first step are critical,
since this is contrary to the actual purpose which is to gain insights into a certain
situation with the machine or system, based on an analysis of all available data.
Big Data
Repository
Big Data
Analytics
DERIVATIONS:
Task: abstracted & combined BD (supply chain)
Process view: detailed; derivation based on analysis:
facility C needs other configuration and supplier for
blanks
Figure 18:
When it comes to the level of innovation and based on the definition given for this
benchmark, we have observed that many vendors seem to work with prototypes,
set up POCs (proofs of concept) or conduct pilot projects. However, many
companies can look back on a certain and sometimes even many years of history
with machine data, often related to the import and preprocessing of data for ERP
and MES.
Criteria include the vendors' flexibility and agility. For instance, the dependency
of companies or their German subsidiaries on guidelines specified by their
(international) mother companies plays an important role. The local presence of
the German organization and the influence of the local management onto the
strategy have also impacted the competitive strength ratings.
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7.4.
Market Situation
In the age of Industrie 4.0 & IoT, it is important to not only collect data streams
from machines, sensors, ERP systems, manufacturing execution systems (MES)
and other sources, but to also ensure a detailed analysis of these data. Data
collection is done via adapters (also called connectors, agents etc.). Typically,
these adapters transmit machine-readable data into traditional systems such as
databases or databases that are integrated with an ERP system or MES to
conduct various analysis of these data, which today often must be prepared
manually by specialists. Very advanced solutions are able to process certain data
without intermediate processing steps.
Another issue is the sheer amount of data. Based on the assumption that critical
information might be hidden in a single value for a certain signal source that may
vary from the mass of other values, raw data must not be filtered, compressed or
changed otherwise.
Modern mathematical procedures such as compressed sensing could be
implemented within the machine to reduce the amount of generated signals
without losses.
Although improved predictive maintenance is of quite some relevance today,
industrial analytics goes far beyond such predictive analytics. We will see the
convergence of CAD, CAM, PLM and ERP topics, for instance, to allow for masscustomized, batch size 1 production, which is an aspect that hardly plays a role
for the benchmarked vendors. Still, vendors' offerings are limited to forecasts,
which are sold under new names such as "predictive" and "prescriptive". A
common differentiation in the market classifies analyses as follows:
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not only optimize existing business processes, which is the core task, but to also
generate novel kinds of products and services, based on data analyses.
7.5.
Evaluation of Vendors
Blue Yonder
Bosch SI
Deutsche Telekom
Device Insight
HP
IBM
Microsoft
PTC
SAP
Leader
Product Challenger
Portfolio Attractiveness
Device Insight
Blue Yonder HP
MIOsoft
Bosch SI
SAP
Empolis
IBM
Resolto
Deutsche Telekom
Splunk SAS
Microsoft
Capgemini
NorCom Atos
CGI Alegri
Cognizant
Wipro
Synop
50%
ParStream
0%
PTC
CSC
Market Challenger
Follower
0%
50%
100%
Competitive Strength
Rising Star
Figure 19:
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Blue Yonder is a renowned data analytics vendor, with a focus on forecasts for
the retail sector. Blue Yonder with headquarters in Karlsruhe has realized at an
early point that it is possible to analyze additional data, for instance, to improve
predictive maintenance, and has neither missed the trend towards the
production-related analysis of large amounts of data. The company provides
demand forecasts and spare parts logistics, failure predictions with remote
emergency analysis, predictive maintenance (including condition-based services)
and consumption forecasts such as energy efficiency analyses. Partnerships with
renowned service providers also contribute to the good rating.
Bosch SI was one of the pioneers that have shaped the Industrie 4.0 term. This
analysis has not examined the whole Bosch group or other Bosch business units
and subsidiaries. Bosch SI has already gathered experiences in many industries
and can be deemed a pioneer in this segment. Bosch SI has set up a dedicated
Industrie 4.0 team. Project planning is based on procedure models. A clearly
defined roadmap, including a cloud offering that will be available starting 2016,
contributes to the very good position.
Together with its IT service daughter T-Systems Deutsche Telekom provides
one of the most comprehensive offerings for users that are interested in Industrie
4.0 solutions. A major component is the infrastructure offering, from secure
transmission paths and secure data centers to the "German Cloud". The
company has all kinds of concrete reference projects from practically all
segments of the supply chain, has the required consulting competence and also
provides its own technological developments. Deutsche Telekom has set up their
Digital Division as an organizational measure to address users' requirements and
needs.
Device Insight has been a renowned player within the manufacturing industry
for several years. The centralized data collection functionality is the core
component of the vendor's solutions. Based on the company's experiences,
various functionality for subsequent processes was developed, including data
analysis and results interpretation functionality. Device Insight understands that
domain knowledge is a key prerequisite for efficient analyses and their
interpretation, which is also reflected in the vendor's specific focus on individual
branches of the manufacturing industry.
Hewlett-Packard Enterprise (HPE) has embraced the platform concept;
together with the providers comprehensive experience in the manufacturing
industry, this ensured a good position in this category. HPE provides its own
analytics solutions and has developed them into platform concepts that are
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Empolis has been identified as the "Rising Star" of this segment, because this
company pursues its own, unique technological approaches. The Empolis
solutions have been designed to detect still unknown relations between machine
data and other data from a company's IT landscape, for instance, to develop use
cases that shall not only find out when or why a component fails, but also, why
there are differences in the yield of identical production lines. Empolis' solution
offering is complemented with cloud services that also meet users' data security
and data protection requirements, in compliance with German data protection
laws.
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Definition
Big data visualization refers to solutions that can be used to graphically prepare
and visualize machine data from multiple sources to help users gain new insights.
Typically, dashboards are used for visualization; ideally, they can present many
kinds of data and, in a broader context, even analysis results as meaningful
diagrams. A progress bar would certainly be the simplest way to display
information from machines in IT systems. Due to the high complexity and the
sheer amount of machine data today's "visualization solutions" are not simply
machine displays, "traffic light" systems or a list of values from an MES.
8.2.
Vendor Selection
Data Watch
Datameer
Device Insight
IBM
Microsoft
OpenText
pmOne
Splunk
Tableau
All of these companies are software vendors. Products that display a status
directly in the machine were not examined. Control stations, MES and companies
with no distinct footprint in Germany were also excluded.
Big data (see analytics category) must not only be analyzed, but also processed
and prepared for all involved parties. While the vendor landscape is still rather
limited, it is already highly qualified.
Companies that met the following exclusion criteria were not analyzed:
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Solution is an MES
8.3.
Focus of Assessments
Strategy & vision criteria included the software vendor's offering of data
visualization solutions that were originally designed for machine data or
production-related environments, under consideration of the vendor's history and
vision for the digitalization trend. Other criteria were the degree of adoption and
the vendor's technological competence as well as the completeness of offerings.
Another group of criteria with a focus on the vendors' technological performance
included the number of various industrial platforms, machines and systems
whose data can be visualized.
Selected performance indicators, the service offering and the partner landscape
were criteria used to assess the vendors' competitive strength.
Other criteria include the vendors' flexibility and agility. For instance, the
dependency of companies or their German subsidiaries on guidelines specified
by their (international) mother companies plays an important role. The local
presence of the German organization and the influence of the local management
onto the strategy have also impacted the competitive strength ratings.
Knowledge is power, also in this category, in particular, domain knowledge of an
individual group of machines and systems of specific manufacturers, and so,
expert knowledge of these systems and also trainings for employees and
customers contributed to a vendor's ratings.
8.4.
Market Situation
When it comes to analyzing data from machines and production facilities and also
from products, one key aspect is how situations are represented or system states
are visualized accordingly. It is important to display charts with as many colors as
possible and, if possible, to also use a novel form of charts. Bubble charts are
highly popular, because they can visualize three dimensions, which is not
possible with dots and lines. Bubbles can be positioned in the Cartesian
coordinate system to represent two values (including the common x and y
values), while also visualizing a third value through the size of the respective
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bubble. The latest visualization solutions try to outdo one another with their
colorfulness and backgrounds, from technically inspired structures to flower
designs.
Experton Group has decided to set up a specific visualization category for this
benchmark to also account for solutions that are able to graphically prepare
analysis results, but do not trigger measures, based on these results,
automatically.
However, these solutions might easily be confused with dashboards for key
performance indicators and business charts. Many of these solutions are still
challenged to prove their visualization capabilities when it comes to millions of
records and also less common data formats, including streaming data.
8.5.
Evaluation of Vendors
A group of four vendors was able to reach a leadership position within this
category already in this early phase:
Device Insight
IBM
Microsoft
OpenText
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Leader
Portfolio Attractiveness
Product Challenger
Tableau
Splunk
Datameer
Data Watch
Device Insight
OpenText
IBM
50%
Microsoft
pmOne
Market Challenger
Follower
0%
0%
50%
100%
Competitive Strength
Source: Experton Group 2015
Figure 20:
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of
Bonn
(Rheinische
Friedrich-Wilhelms-
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Dr. Henning Dransfeld is Manager Advisor & Program Manager Mobile Enterprise
at Experton Group.
Dr. Dransfeld advises both ICT users and ICT vendors; his
main areas of coverage include the mobile enterprise with a
focus on issues such as client strategy, mobile productivity,
security and employee motivation. Dr. Dransfeld is a
recognized expert for ICT trend analyses, vendor strategy
evaluation and competitive positioning and has more than 18
years of industry experience. Dr. Dransfeld also advises ICT
users on their core marketing and sales messages.
Prior to joining Experton Group, Dr. Dransfeld worked as head of Forrester
Research's Mobile Enterprise unit in Europe. In this position, he published various
analyses on current mobility topics, including Demystifying BYOD in Europe.
Before, he worked for T-Systems. Within eight years, he held a variety of positions
as marketing, sales strategy and business strategy project manager. Most recently,
he was responsible for T-Systems' solution marketing for mobile enterprise and
workplace services.
Before, Dr. Dransfeld worked six years as an analyst for Ovum in London, where he
was head of the IP Communications Services advisory service. He was responsible
for numerous studies and forecasts, including IP communications services, and
acted as Research Director for the ICT Network Strategy division.
Dr. Henning Dransfeld is an experienced speaker on international conferences, such
as the European VPN User Association (EVUA) and the European IPQC Mobility
Exchange.
Dr. Dransfeld has studied at Henley Business School, the University of Wales,
Swansea and the Universit 1, Institut de Gestion, Rennes. He is married and has
four children.
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B2C
Business to business
B2C
Business to consumer
BI
Business intelligence
BITKOM
C&SI
CAD
Computer-aided design
CAE
Computer-aided engineering
CAM
Computer-aided manufacturing
CEP
CIO
CPS
Cyber-physical systems
CRM
DFKI
ERP
FIT
Freudenberg IT
HPC
High-performance computing
HW
Hardware
I4.0
Industrie 4.0
IaaS
Infrastructure as a service
ICAM
ICS
ISV
IoT
Internet of Things
IT
Information technology
LMU
Ludwig-Maximilians-Universitt Mnchen
M2M
Machine-to-Machine
MES
MIT
OEM
OS
Operating system
PAYD
PLM
POC
Proof of concept
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SaaS
Software as a service
SCADA
SCM
SI
System integrator
SLA
SW
Software
TIA
TMS
TUM
USP
VDMA
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http://experton-group.de
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https://twitter.com/ExpertonGroup
Contact
Experton Group AG
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D-85737 Ismaning
Tel. +49 89 923331-0
Fax +49 89 923331-11
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