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Transcription:

Strategy& Foresight vol.3 2015 Spring IoT

vol.3 2015 SPRING Strategy& Foresight Strategy& Contents 特集 巻頭言 3 4 IoT 10 16 22 Strategy& Foresight Vol.3 2015 Spring 1

2 Strategy& Foresight Vol.3 2015 Spring

shoji.shiraishi@ strategyand.pwc.com Strategy& 25 205090 4120301000 IT IoT LNG IT 2 IoT IoT 3 IoT IoT Strategy& Foresight Vol.3 2015 Spring 3

IoT 2 IT IS CO2 IoT Internet of Thing 2 2 1 100 1 50 OPEC World Energy Council 8 4 Strategy& Foresight Vol.3 2015 Spring

takuro.okano@ strategyand.pwc.com Strategy& 10 EV HVAC 2015 12 COP212020 IoT IoT IoT 15 1 (Consumer Electronics Show, CES)IoT IoT Harvard Business Review (November 2014 Issue) IoT IoT P.10 Google /HEMS Home Energy Management Nest APIWorks with Nest 30 32 HEMS Product-as-a-Service IoT IT Strategy& Foresight Vol.3 2015 Spring 5

1 DR DR Industrie 4.0 HEMS AV EV Strategy& 1 Google P.22 HEMS DR HEMS - - 6 Strategy& Foresight Vol.3 2015 Spring

2 IoT+ Strategy& 205090 P.162030 41 1,000 2 2 IoT Strategy& Foresight Vol.3 2015 Spring 7

2014 2 A US/1 150 100 50 Bloomberg Strategy& 2019 2.2 2018 2.4-55% 52 0 06 07 08 09 10 11 12 13 14 15 16 Strategy& Fit for 50 1 50 50 8 Strategy& Foresight Vol.3 2015 Spring

viren.doshi@ strategyand.pwc.com Strategy& john.corrigan@ strategyand.pwc.com Strategy& 2015 Oil and Gas Trends,by Viren Doshi and John Corrigan Oil & Gas Outlook 2015 Supply and Demand 100 Strategy& http://www.strategyand.pwc.com/ perspectives/2015-oil-gas-trends Strategy& Foresight Vol.3 2015 Spring 9

IoT Internet of Things 15 IoT 2020 50031 32 10 IoT PC 31 IoT IoT IC RFID IoT 10 Strategy& Foresight Vol.3 2015 Spring

frank.burkitt@ strategyand.pwc.com Strategy& Strategy& IoT ReleasePlan CEO akira.matsumoto@ strategyand.pwc.com Strategy& 10 IT Strategy& strategy+business Edward H. Baker 1 IoT IoT 3 IoT IoT IoT IoT Strategy& IoT (chasm) IoT GPS IoT Strategy& Foresight Vol.3 2015 Spring 11

Nest Nest Nest IoT Nest Nest Google Wifi IoT 1 2. HVAC Nest Nest 3 2014 5Apple HomeKit HomeKit SolarGuard Goji/ LevitonHVAC Nest LG QMotion Roku Hue iphone Cisco Google HP IBMIntel IoT Kings of the Cloud Olaf Acker Germar 12 Strategy& Foresight Vol.3 2015 Spring

Schröder Florian Gröne s+b 2014 ) IoT Estimote Bluetooth IoT Intel IoT IoT IoT IoT Arrayent Whirlpool Whirlpool Arrayent IoT IoT IoT IT IoT N e s t A p p l e HomeKit IoT Google Glass Strategy& Foresight Vol.3 2015 Spring 13

Whirlpool Haier HVAC IoT IoT MetLife Fitbit Strava IoT IoT 3 IoT IoT 10 14 Strategy& Foresight Vol.3 2015 Spring

IoT 1 IoT 2 IoT IoT 3 IoT IoT 5 IoT 6 IoT IoT A Strategist s Guide to the Internet of Things by Frank Burkitt, strategy + business, Issue 77, Winter 2014 published by PwC Strategy& LLC 4 IoT IoT Strategy& Foresight Vol.3 2015 Spring 15

P.21 502050 70 5 1 2 3 4 5 ICT ICT e- 16 Strategy& Foresight Vol.3 2015 Spring

olaf.acker@ strategyand.pwc.com Strategy& / 14 toshiya.imai@ strategyand.pwc.com Strategy& 25IT IT ryo.okazaki@ strategyand.pwc.com Strategy& 3 60 300 BMAC BMAC 3,500 300 CO2 5 5 1 IP Strategy& Foresight Vol.3 2015 Spring 17

1 5 e- TV IPTV OTT e- GIS API WCDMA WiMAX Wi-FiIP VoIP API =GIS = IPTV = IPOTT = VoIP = WCDMA =Wi-Fi =LAN WiMAX = Strategy& 18 Strategy& Foresight Vol.3 2015 Spring

2 Tele-health Strategy& 2 2 IOC IBMIOC IOC 2010 3 CO2 Strategy& Foresight Vol.3 2015 Spring 19

4 Google Nest 5 ICT * Building next-generation sustainable cities, by Ramez T. Shehadi, Olaf Acker, Danny Karam, and Keirin K. Lee, Originally published by Booz & Company, February 21, 2014 20 Strategy& Foresight Vol.3 2015 Spring

30 350 2 50 2009 2100 CO2 870 30 870 30 350 22 30 2010 2040 CO2 ICT ICT 91 18 46 24 Strategy& 33 50 2 374 26 145 203 ICT ICT Reinventing the City to Combat Climate Change by Nick Pennell, Sartaz Ahmed, and Stefan Henningsson, strategy+business, Issue 60 Autumn 2010 30 2010 2040 2000 249 5 28 169 31 16 102 8 43 51 Strategy& Foresight Vol.3 2015 Spring 21

10 IT Google 5 7 22 Strategy& Foresight Vol.3 2015 Spring

richard.viereckl@ strategyand.pwc.com Strategy& 30 joerg.assmann@ strategyand.pwc.com Strategy& ken.aoi@ strategyand.pwc.com Strategy& 2015 2020 41,13015 1 2015~2020 1 10 +29% CAGR 2 113 1 2 3 P.24 2 49 +40% 4 2 2 4 31 9 10 +28% +18% +35% +25% +9% 2015 2020 33 10 8 7 6 3 : Strategy& Strategy& Center of Automotive Management 2015 2020 4 1,13015 1 Strategy& Foresight Vol.3 2015 Spring 23

2 6 - - - - - - - - - - - LAN - - - - - - : Strategy& 6 6 2 24 Strategy& Foresight Vol.3 2015 Spring

G P S TomTom 127 2020 2015 2020 9 160 400 103,000 20203 2015 2020 35 1930 LAN SNS 2020 18% ecall 28 20203004) Strategy& Foresight Vol.3 2015 Spring 25

2017 2020 40 IT IT IT IT 8 1 26 Strategy& Foresight Vol.3 2015 Spring

5 7 In the fast lane the bright future of connected cars, by Richard Viereckl, Jörg Assmann and Christian Radüge, originally published by Booz & Company, February 3, 2014 Strategy& Foresight Vol.3 2015 Spring 27

Media highlights Strategy& 15 CEO 2014 2,500 14.3% CEO 2000 CEO 78 % 15 % CEO 52 10 92 % 0% 62 33 % 17 % 96.7 % 3.3 % 99.3 % 0.7 % 2015 Industry Perspective Strategy& 16 2015 Strategy& http://www.strategyand.pwc.com/industry-perspectives Strategy& について Strategy& 100PwC 157 195,000 PwC 経営課題に関するご相談はこちらまで info.japan@strategyand.pwc.com 106-6127 6-10-1 27 03-6757-8600 Fax 03-6757-8667 http://www.strategyand.pwc.com/jp 28 Strategy& Foresight Vol.3 2015 Spring

Strategy& 100 PwC 157 195,000 PwC www.strategyand.pwc.com www.strategyand.pwc.com 2015 PwC. All rights reserved. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity. Please see www.pwc.com/structure for further details. Disclaimer: This content is for general information purposes only, and should not be used as a substitute for consultation with professional advisors.