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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
---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.
($1.7 per month first year)
5mb transfer/month (50 cents 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.
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.
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,
[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.