IoT Central: From Sensor to Server: The Embedded Ecosystem of IoT, with Jim Edson, ARM

what I’m going to talk about today is the Internet of Things which since you’re an IOT meetup I suppose I don’t have to spend a whole lot of time on that and I’m also going to introduce you to arms and IOT device platform the agenda looks like this give just a brief overview of arm talk about IOT look at some use cases talk about some of the key IOT markets and applications and then finally wrap up with a couple comments about the arm and that ecosystem so hopefully most of you are familiar with arm but we are a global leader in semiconductor IP in fact Paulo you use arm every day arm has 95 percent market share in the smartphone and tablet processor market likewise 85 percent market share in computing application processor market 75 percent of the world’s population is touched by arm technology arm enjoys 50 percent market share in the IOT radio MCU market 30 percent growth rate in the arm and Cu it’s smart card market 26 percent market share in IOT EMC use generally since the founding of the company 60 billion ARM based chips have been shipped last year alone 12.1 billion chips were shipped that means not necessarily 12 billion products are shipped because there are multiple often multiple and CDs in a single product but nonetheless quite a few we have 1,100 signed our licensees we have 300 semiconductor partners including a development and Ford’s ranks are as the third most innovative company in the world I’m proud to be part of our frankly had they not acquired my company they would have never hired me so I’m fortunate to be here so it is an eye on what is IOT basically we’re connecting physical things with web services we’re also introducing innovative new business models all sorts of sensors and actuators are going to be connected to the cloud and then all that data that is streamed to the cloud can be used by applications AIIMS he is not in my definition the same as MTM and town is more vertically focused or silent whereas peyote is bringing all the data to the cloud and then allowing any application with the appropriate permissions to use that data this firm did is our perspective of the IOT space and what arc is doing in this domain first of all the title of this slide really is a message that is common throughout our little data enables Big Data everyone knows about big data the big data isn’t going to exist without the little data that’s going to be driven by all of the devices that are connected to the cloud we are offering two products one is the MN OS indicated here this is a free completely free and open source operating system designed from the ground up for IOT applications it is not a real-time OS for hard real-time applications you will continue to use things such as free archives but for everything else particularly with very small largely battery driven

devices a real-time OS is overcome so we are now in alpha release of the MLS beta release is planned for early August and production software remember to be coincident with techcom which is arms annual trade show in Santa Clara obviously making a product free is a challenging business case so how is our I’m going to make money we also have the end device server this is a commercially available product today it’s the used widely it is license that license mono or the derivative model business model Louise varies depending on our customer we try to adapt our business model to our customers business model some of the benefits of the embed OS and the end that device server the things that we were in the messiah’s a mark connectivity gente and security device management as well as data management and we’re at the development of new applications and services most people who are from the smartphone market and a mobile market mobile device market the IHC market is going to be very different as is expressed on this slide the IMT value chain is much more complicated it’s been to the learner collaborative effort amongst all of the value chain participants to bring value-added products and services to market interestingly Gartner said that within a few years half of all the IMT solutions will be provided by companies that may not exist today so the growth opportunities in the IOT space are phenomenal and the opportunity for new companies new startups is likewise very keen I personally have passion for startups after Qualcomm and Arabs and I spent 10 years working in a series of startups some of which did in some of which didn’t and my most recent startup with sensitive which thankfully had a successful exit with our and I wish all of you similar success so looking at the embedded world felt we go back a few years during the Apollo program in the 60s it was the leading edge technology driver in fact the Apollo program for many years in mid 60’s was the largest consumer of created circuits in the world look at what this computer this guidance computer for the Apollo program consists of it’s huge it’s got a two megahertz clock Ramnath around 55 watts of active power and the thing weighs 29 22 5 kilograms 30 close to 30 kilograms let’s look at today’s an MCU market this is a goth oh that’s an MC to the month and this MC as a 48 megahertz clock Boston brand for the necessary were wrong and of the flat and round very very very low power down the 1 million sleeper imagine what you can do with MC us like this from arms partners and parts partners in the MCU space consists of all 10 of the top 10 MCU manufacturers looking at the IOT space what are going to be the key drivers the key enablers

clearly it’s gonna be tiny low-cost sensors secure standardized Internet interfaces went to the edge went to the tiniest devices authentication and Trust from our perspective security is essential without without trust the Internet of Things is not going to happen there must be Universal data model semantics and there must be easy and Hoban development as shown here by one projection nobody 26 billion leave its installed units by the year 2020 if anything that’s an extremely conservative projection you’ve seen published projections of 40 million by 2020 51 billion by 2020 no matter what the number is it’s likely going to be too low we do believe that anything that can be connected will be connected I’d like to modify that and say anything that should be connected will be connected and what’s going to drive that right size processing for new markets delivering more performance and less power most of these many of these most of these applications are going to be for battery terminal devices power consumption becomes a huge issue and then finally delivering time and innovation event each arm is focused on many ARM processors are found throughout these various verticals arm itself is focused on three we’re supporting all verticals and certainly our processors the MVNOs and the m10 device server are designed the last scooter designed this horizontal platforms and are usable in any vertical but like any company we have finite resources so we’re focused on three verticals one is the smart problem or connected home another is basic wearables and the third is smart cities you can see in the bottom ARM Cortex processors as well as arm and arm and that’s solutions across all these verticals everything will be connected as I mentioned earlier armed today has 24 25 percent market share and NCES and smart cards our technology rnc technology is being adopted for virtually for most if not all iit applications today there are over 35 hundred different are based microcontroller chips available from our semiconductor partners one of the things that’s going to drive the growth in the IOT space is the decline in the price of harbours in 2012 a typical or average selling price for nod and zero MCU who is 49 cents in 2016 next year that will decline to less than 30 cents and how emphasize the less than the price of hardware is coming down dramatically and likewise the other hardware indicated here Wi-Fi chips are coming down Bluetooth sensors camera chips as well as the GPS hardware efficiency is important what you can accomplish is going to be dictated by the type of processors to use as well as the software you’re going to want to have the maximum to intelligence down to the smallest device and with arms and class processors you have remarkable performance extreme costs are extinct power conservation in

a very small and cost-effective package this is going to be especially Nick especially important for new wearable space one thing to mention on this slide it is that wearables particularly the bulk is going to be a function of the battery size battery technology is not quite keeping up with the learning curve in the music’s there are a wide spectrum of devices to choose from these of Representative boards and you can see the size related to impending these are some of the support awards I asked about developers before it really into high ot space and our opinion is all about developers in the 1990s is about some Wars in the 2000s see moving forward it’s everywhere platforms or maybe eyes there’s going to be a diversity of products IOT products brought the market and they’re going to need a common framework for communications and that’s when embed embed OS and then bed device server can bring to the party you may have seen an announcement around the Bennet world in late February on an IBM introduced a co-branded IOT starter kit pictured here Warren came from Freescale this particular board is either net connected that’s got a freescale cortex m4 you can buy it through distribution or online you can literally hook up and connect and visualize them in five minutes out of the box looking forward there are others starter kits such as this that are in the pipeline you’ll see a variety including I don’t one from wot IO in the near future there will be other highly t starter is coming out shortly that will be wireless enabled connecting to their bluemix and iot Asian platforms and as I said there’s been tremendous amount of interest virtually all of our cloud partners to bring similar products to market another interesting activity or initiative that arm is involved in which you may have not seen in the u.s. is the BBC micro in this it is a program that was launched by the BBC they are building 1 million of these forms and they are going to be distributed free of charge to schoolchildren in the UK the purpose is to jumpstart innovation development a new new Europe of developers it’s a really creative idea and we go to the BBC there we have a number of departments that are working with our mothers including Microsoft the many devices are coming from burning semiconductor it is an exciting for and I hopefully just one of them in that will see throughout the world so talking a little bit about use cases as I mentioned earlier are his focus on three verticals which is a smartphone we believe that the consumer market generally drives dying and ever in every case and humble appliances connected home are going to take off Wi-Fi have been common in the in the home and also have a new technology called threat how many of you have heard about threat the threat step will be introduced in June mid mid-june the next other three did they need protocol networking protocol has been designed specifically for the home market the threat foundation there are seven founding partners including

are obviously Google Nest Samsung silicon devices Freescale thread is going to enable interoperability of all devices again here one of the science activity need for absolute security and then the ability of the end met device server to provide both device management as well as data management the average family of four according to the OECD in the year 2020 will have 50 interconnect connected devices that might be a lowest and then for some homes and a really interesting number this assumes two teenage teenage children hard for me to believe that there’s only going to be 50 connected devices in that home but it is indicative of the growth potential in the connected home or smartphone market so what else is going to be connected in the home smoke alarms security cameras smart meters toys lighting the list goes on there is expected to be a billion and installed smart meters by the year 2020 25 billion smart appliances shipped 12 million home automation system the shipping by 2017 this chart is just a graphic that shows the applications for the aforementioned friend if you’re interested let me know and I can provide you some more information on the threat armed in the connected home this is just indicative of some of the products where our MEMC users are used here you can see microcontrollers used in a nest of like device there’s also alarm processors in CB radio and in this case in the apps processor I mentioned wearables was another of the verticals that were focused on low power devices driven by our own MC use and using a net OS are going to be common they will typically connect to a using bluetooth to a mobile phone or a home gateway and then connect to the cloud in the connected home will be the connected individual many of you who already have health monitoring devices tippets and what have you smartwatches are coming many are already here believe me baby monitors smart jewelry mood rings posture monitors expected the 70 million aware of those shipping in the year 2017 arm is widely used in fact probably close to 100 percent market share in the wearable space or here you can see our patrol disease in fitmin and comment here from Jim Park beyond the price and performance benefits the engineering engineering team enjoyed the code density offered by the arm of 32-bit parked I sure many of you saw bond gardens fall or jumping from space there are a lot of go cameras attached and those cameras GoPro cameras are power bi arm devices smart cities is an area where we have tremendous F we believe smart cities in terms of time to money is where a lot of companies will be

focusing you can see many applications ranging from parking to electric vehicle charging public transportation energy management power management having one projection has a million smart parking spaces by 2020 that’s likely also to be conservative number street lighting is an area where we have a lot of experience the energy savings both the switch to LED lamps as well as making these very intelligent is phenomenal also the cost savings in terms of maintenance is an entrepreneur in this instance we use a mesh network to mention all the louse together then there is a 3G backhaul from a border and router back to the cloud where the unbent device server will sit and it’s used to control all of the lamps in the city one example of this is G’s light grid solution GE has deployed four thousand e street lamps in the city of San Diego 7000 street lamps in the city of Carl’s an epic city state of the Oceanside which is also in San Diego this solution is based on an armed software technology in the street lamps as well as they have been device server controlling all of the lamps this is maybe stretching the bounds of a smart city application but we are working with SK Telecom and Korea them on in farming or fish farming or Apopka foreign farming and they are using an OS in all the devices that are monitoring the Papua area they’re using the device server the backend to control everything today this is being used in one application literally the neo farmer Korean aqua farming fish farming these might be a big industry is a big industry and SKT is very excited about taking this product to other other markets another armed partner is negatives and they’re using our solution for life stock Monica intelligent sensors attached to each of the livestock cattle there’s an access point various access points and then that call to the cloud so what are some of the P IOT markets and applications according to Gartner consumer or other consumer indoor lighting smart TVs various automotive applications will we lead the grade all of these applications shown on this chart have greater than one percent market share the second chart also from Gartner are the applications that have expected they have less than one percent market share terms of connectivity solutions we believe that Bluetooth smart formerly Bluetooth IP is going to be the leaving connectivity solution for similarly for connected home and wearable applications then I wanted to mention him been partnering ecosystem we launched and then the invent and that IOT device server at Tech Con last October we have basically four types of partners you can be a community member which you just go online and you sign up and you’re instantly a number there’s no cost however there are three fee based memberships one for silicon partners self-explanatory another for cloud

partners which would be companies like what I own as well as other service providers and then ecosystem partners which are everyone in between the common thread among all the partners is we have a shared vision about openness and adherence to open standards we know open standards are necessary to enable scale and these embed partners are willing to collaborate with each other and our intent is to enable the commercial deployment and rapid scaling of IOT devices and services when we launched in October last year we these were our launch partners including as you can see here at NOAA and a silicon partner layer yio as a partner in cloud services and you can see a number of other generally household names that recognize the technical and that OS and then the device server we had 26 partners have launched in October we will have roughly 100 partners have tech Commons this year which is the first week of November so to close let me just invite you to join them that either as a community member or if the value proposition resonates with you feel free to talk to us about joining and taking advantage of the other benefits of being a paid and that partner so with that thank you very much