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zyne: ZYNE Issue 6 - IoT Internet of things a budding industry

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                                            Edited by jack@zyne.com

 

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7/06/2017  ZYNE Issue 6  -  IoT Internet of things a budding industry

 

 

---Greetings :-D ---------

Welcome all new readers! Another great issue on IoT, an advancement in automation

rests sorely on the foundation of cheap prices.

Hope all our readers catch the IoT wave. Enjoy

 

    Jack Meister

 

 

---General <><  --  General market

Summertime, downwards to nowhere action, same as last week. Everybody's on vacation,

2nd year analysts still working :)

 

 

---Growth []_____[]-- IoT a booming market, where is the price

 

Lets first look at the pricing for IoT mobile networks, there is no IoT without the mobile

 networks supporting the "24/7" connection.

T-mobile        

                    Per month

                    ($1.7 per month first year)

5mb transfer/month  (50 cents per month)

 

NTT DoCoMo     

                       Per Month

1mb transfer/month     89 cents per month per device

 

 

Verizon                 Per month

200 kb transfer/month   $2 per month

 

We can see every month is equivalent to $50 cents to $2 connectivity, Around $6 to 15$ a year.

Most devices don't need more then 1,000,000 bytes of transfer each month ,

 

This sentence is equivalent to 40 bytes.

buy AAPL 500 LMT 169.50 = 23 bytes.

send electric technician to 40th wall street APT #5d = 53 bytes

light bulb #7 off  = 18 bytes

GPS coordinates 515151516.5251515156  Time 03:34 PM 7/6/2017=  60 bytes

 

Average byte count = 38.8 bytes

 

Verizon 200kb package = 5128 messages (2500 send , 2500 receive)   85 roundtrip messages per day

NTT DoCoMo 1000kb package = 25,000 messages ,427 roundtrip messages per day

 

 

50 cent/month packages more then enough for IoT.

 

 

SourceLink:http://iot.t-mobile.com/pricing/

SourceLink: http://asia.nikkei.com/Business/Companies/NTT-unit-offers-low-cost-internet-of-things-network-in-25-countries?utm_source=paid.outbrain.com&utm_campaign=BA%20EAsia&utm_medium=referral

Sourcelink: https://www.verizonwireless.com/biz/plans/m2m-business-plans/

 

 

If the average person uses  10 IoT per month, that is $5 recurring every month.

The efficiency of 10 IoT probably saves a lot of hours of manual monitoring due to the

24/7 connectivity auto monitoring, I'd say 10 hours of productivity per week , 4 weeks.

40 hours of productivity , 40 * $15 = $450 per month of value/ per person/ $5 per month upkeep

 

 

---Growth []_____[]-- IoT , what are the products

 

Softbank - Sprint Network, along with ARMH mBed chips for IoT

Softbank owns the Sprint network, so they have the IoC network , 50 cents per device per month , or less.

Softbank owns the ARM holdings,  which makes mBed motherboards, these chips run at 100mhz

(compared to 1.2ghz on phones)  to extend battery life

on small devices.

Softbank also owns the cellular network in Japan.

 

Softbank is listed pink sheets (https://www.google.com/finance?q=OTCMKTS%3ASFTBF&ei=RFVeWaOnJ8-H0ATdhYGgBw)

 at $83 billion USD market capital,

a bit heavy on the top.

 

BBRY - Blackberry owns the QNX operating system, which is a very small IoT operating system

that does not crash,  they are the software operating systems which sit on the ARM mBed 100mhz

type motherboards.  BBRY at a market capital 5.2 billion USD, extremely light on the bottom: this company can fly.

 

SourceLink: https://us.blackberry.com/internet-of-things

 

CHL - China mobile , will most likely open up IoT subscriptions and smart(ify) all appliances

in china, there are many.

@ $200 billion USD market capital, also a bit heavy on the top.

 

 

The light on the assets that will benefit from IoT has yet to appear and be announced.

These will be the companies making devices that will be hot from 0 customers to big time.

Softbank owns a key fixture in IoT which is ARM mBed motherboards,

 

Sourcelink: https://www.arm.com/products/processors/cortex-m

 

 

IoT Tree:

 

[hardware device washing machines, amazon echo ,GPS , auto lights, small pc's]  - retail devices

 \                          /

[operating system QNX by blackberry, Linux for free]  - software

 \                         /

[hardware core ARM Holdings by Softbank]  - core hardware

 \                       /

[mobile networks CHinaMobiLe ,VeriZon , Sprint, aT&t, VODafone]  - foundation

 

 

 

Until next week or the week after... Zyne Letters.

 

 

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