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[金融投资] 物联网IoT时代来临,投资上也得准备下了

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发表于 2015-1-16 00:03:58 | 显示全部楼层 |阅读模式
从概念到技术成熟再到应用,似乎IoT正在走近。。。是时候琢磨一下如何顺应IoT兴起的潮流而做些投资准备了。
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发表于 2015-1-17 01:51:36 来自手机 | 显示全部楼层
这个网站列了一些目前在iot发展,规模也比较大的参与者。

普通投资者不能像那些所谓的天使投资者喝头淡汤,也不用太过冒险。

真正的竞争序幕刚刚拉开,看看谁能在这个比互联网时代更大的机遇面前做正确的选择。

Key Internet of Things Players: Large

This has been a breakout year for the Internet of Things industry, with many new investments, mainstream press coverage, and new product lines being created. Within all of this commotion a handful of larger companies have started marketing campaigns trying to shape the topic for their customer base.

Below we take a closer look at the IoT initiatives from firms with over a billion dollars in market cap.


arm-iot
More Details        
ARM
Stock Ticker: ARMH
Market Cap: 22.07B
"ARM’s comprehensive product offering includes 32-bit RISC microprocessors, graphics processors, enabling software, cell libraries, embedded memories , high-speed connectivity products, peripherals and development tools."

IoT Overview: "ARM creates sensors, controllers, and other embedded intelligence in devices. The Internet of Things (IoT) is the collection of smart, sensor-enabled physical objects, and the networks, servers and services that interact with them. It is a trend and not a single sector or market. However, ARM’s technology designs enable the current and future IoT applications and services to become truly ubiquitous and intelligent."

IoT Projects & Activity:
- Internet of Things Site
- UK Technology Strategy Board project
- Aquired Sensinode
- Video - ARM CEO on the 'Internet of Things'

atmel-iotMore Details        
Atmel
Stock Ticker: ATML
Market Cap: 3.16B
"Worldwide leader in the design and manufacture of microcontrollers, capacitive touch solutions, advanced logic, mixed-signal, nonvolatile memory and radio frequency (RF) components."

IoT Overview: "Today, Atmel is right at the heart of The Internet of Things, a highly intelligent, connected world where Internet-enabled devices will outnumber people. Our technologies are fueling machine-to-machine (M2M) communications and the “industrial Internet.”

IoT Projects & Activity:
- Purchased Ozmo a provider of low power WiFi in 2004
- Embedded Design Blog // IoT Tag


bosch-iot

More Details        
Bosch
Stock Ticker: Private
Size: Approximately €52.5 billion in revenue in 2012
"The Bosch Group is a leading global supplier of technology and services, active in the fields of automotive technology, energy and building technology, industrial technology, and consumer goods."

IoT Tagline: The Internet of Things and Services
IoT Overview: "In the near future, more and more devices and systems will be capable of sending and receiving data automatically via the internet. We’re already poised on the verge of new developments that offer enormous market potential. According to our estimates, by the year 2015 more than six billion devices and systems will be connected to each other and exchanging data via the internet. The Internet of Things and Services (IoTS) isn’t just a distant vision of the future, however – it’s already very real and is having an impact on more than just technological developments."

IoT Projects & Activity:
- Internet of Things Blog // RSS
- Video Introduction
- Bosch IoT Labs


cisco-iot
More Details        
Cisco
Stock Ticker: CSCO
Market Cap: 125.08B
"Cisco hardware, software, and service offerings are used to create the Internet solutions that make networks possible-providing easy access to information anywhere, at any time."

IoT Tagline: The Internet of Everything
IoT Overview: "Cisco defines the Internet of Everything (IoE) as bringing together people, process, data, and things to make networked connections more relevant and valuable than ever before-turning information into actions that create new capabilities, richer experiences, and unprecedented economic opportunity for businesses, individuals, and countries."

IoT Projects & Activity:
- Whitepaper
- Video Introduction
- Infographic
- $150m IoT Fund
- IoT World Forum

ericsson-iotMore Details        
Ericsson
Stock Ticker: ERIC
Market Cap: 42.51B
"Ericsson is the world’s leading provider of technology and services to telecom operators."


IoT Tagline: Networked Society
IoT Overview: "Ericsson has a vision of 50 billion connected devices by 2020. Included in this vision is the Networked Society where all aspects of people's lives, the operations of enterprises and society in general are impacted by the proliferation of communications. The Internet of Things will be a major cornerstone of an emerging networked society."

IoT Projects & Activity:
- IoT Research Blog
- Networked Society Film
- Video: The Social Web of Things


freescale-iotMore Details        
Freescale
Stock Ticker: FSL
Market Cap: 4.28B
"Freescale is a leader in embedded processing solutions for the automotive, consumer, industrial and networking markets. From microcontrollers and microprocessors to sensors, analog ICs and connectivity, our technologies are fueling the next great wave of innovation."

IoT Tagline: Connected Intelligence
IoT Overview: "At Freescale, we see the Internet of Things (IoT) as billions of intelligent connections that will encompass every aspect of our lives and make our world smarter, greener and safer. We believe that the biggest opportunities within the IoT will be in the transformational shift from the computing nexus to highly intelligent nodes - when intelligence massively scales, and the nodes have the power to learn, adapt and communicate."

IoT Projects & Activity:
- Created IoT World
- Infographic
- Whitepaper: What the Internet of Things Needs to Become a Reality (PDF)

ge-iotMore Details        
GE
Stock Ticker: GE
Market Cap: 248.43B
"We build appliances, lighting, power systems and other products that help millions of homes, offices, factories and retail facilities around the world work better."

IoT Tagline: Industrial Internet
IoT Overview: "New GE technology merges big iron with big data to create brilliant machines. This convergence of machine and intelligent data is known as the Industrial Internet, and it's changing the way we work."

IoT Projects & Activity:
- IndustrialInternet.com
- Minds & Machines Conference
- Whitepaper (PDF)
- Video: Brillant Machines

google-iotMore Details        
Google
Stock Ticker: GOOG
Market Cap: 397B
"Google is a global technology leader focused on improving the ways people connect with information."

IoT Overview: No statement from company on specific IoT outlook

IoT Projects & Activity:
- Event: Nest Labs aquired DropCam in June 2014
- Event: Company acquires Nest Labs in Jan 2014
- Event: Company acquires Waze in 2013
- Event: Company acquires several robotics, AI, and computer vision companies
- Google Ventures
- Android (Android @ Home)

ibm-iotMore Details        
IBM
Stock Ticker: IBM
Market Cap: 203.48B
"IBM offers a wide range of technology and consulting services; a broad portfolio of middleware for collaboration, predictive analytics, software development and systems management; and the world's most advanced servers and supercomputers."

IoT Tagline: Smarter Planet
IoT Overview: "Over the past century, we have seen the emergence of a kind of global data field. The planet itself—natural systems, human systems, physical objects—have always generated an enormous amount of data, but until recent decades, we weren't able to hear it, to see it, to capture it. Now we can because all of these things have been instrumented with microchips, UPC codes and other technologies. And they're all interconnected, so now we can actually have access to the data. In effect, the planet has grown a central nervous system and is developing intelligence. It's becoming a much smarter planet."

IoT Projects & Activity:
- Video: IoT Overview
- Whitepaper: A mandate for change is a mandate for smart (PDF)
- MQTT Support
- IBM MessageSight
- IBM MoteRunner

intel-iotMore Details        
Intel
Stock Ticker: INTC
Market Cap: 115.41B
"Intel Corporation designs, manufactures, and sells integrated digital technology platforms worldwide."

IoT Tagline: Intelligent Systems
IoT Overview: "The Internet of Things (IoT) is transforming our world from disconnected, isolated systems to Internet-enabled devices that can network and communicate with each other and the cloud, providing the opportunity for businesses to enhance productivity and efficiency, develop new services and improve real-time decision making. Intel is working to accelerate the development and deployment of the Internet of Things through building intelligent devices, creating systems of systems by connecting legacy devices to the cloud, and enabling end-to-end analytics."

IoT Projects & Activity:
- Video: Collaborating for the IoT
- Presentation: The Internet of Things starts with intelligence inside (PDF)
- Event: Company acquires Wind River in 2009
- Intel® Atom™ Processor E3800 Product Family
- Intel Arduino Galileo
- Infographic
- Backgrounder: TThe Internet of Things Backgrounder (PDF)
http://www.intel.com/content/www/us/en/intelligent-systems/iot/internet-of-things-starts-with-intelligence-inside.html
microsoft-iotMore Details        
Microsoft
Stock Ticker: MSFT
Market Cap: 373B
"Microsoft Corporation develops, licenses, markets, and supports software, services, and devices worldwide."

IoT Overview: "The Internet of Things (IoT) is here today in the devices, sensors, cloud services, and data your business uses. Begin with what matters most to your company: the Internet of Your Things."

IoT Projects & Activity:
- Whitepaper; Creating the Internet of your Things (PDF)
- Azure IoT overview (PDF)
- Microsoft IoT Blog
- Windows Developer Program for IoT - Github site
- Microsoft IoT Twitter @microsoftiot
- Article: Nadella says Windows 10 will tie everything together in the IoT

oracle-iotMore Details        
Oracle
Stock Ticker: ORCL
Market Cap: 181.42B
"Oracle Corporation develops, manufactures, markets, hosts, and supports database and middleware software, application software, cloud infrastructure, hardware systems, and related services worldwide."

IoT Overview: "In this connected world, the proliferation of intelligent devices has created a market for entirely new solutions based on Internet of Things (IoT) technology. With the ever-increasing amount of data that is inherent in an IoT world, the key to gaining real business value is effective communication among all elements of the architecture.

Only Oracle’s Internet of Things platform delivers an integrated, secure, comprehensive platform for the entire IoT architecture across all vertical markets."

IoT Projects & Activity:
- Java Embedded
- Oracle IoT Community
- Video: IoT Keynote
- Whitepaper: Oracle's Internet of Things Platform: The M2M Platform for a Connected World
- Online Event: IoT Forum

ptc-thingworxMore Details        
PTC / ThingWorx / Axeda
Stock Ticker: PTC
Market Cap: 4.4B
"PTC delivers technology solutions that transform the way you create and service your products."

IoT Overview: "In the IoT era, PTC's customers are bringing to market increasingly smart and connected products which can generate value in new ways as streams of real-time operational data are captured, analyzed, and shared to deepen a company's understanding of its products' performance, use, and reliability. PTC will use the ThingWorx platform to speed the creation of high value IoT applications that support manufacturers' service strategies, such as predictive maintenance and system monitoring, in complement to PTC's existing service lifecycle management (SLM) and extended product lifecycle management (PLM) solution portfolio."

IoT Projects & Activity:
- Video: IoT Vision
- Event: Company acquires ThingWorx in late 2013
- Event: Company aquires Axeda IoT Platform in July 2014
- PTC Service Lifecycle Management
- PTC Product Lifecycle Management
- Analysis: PTC extending product lifecycle to Internet of Things

SAP-iotMore Details        
SAP
Stock Ticker: SAP
Market Cap: 92.02B
"SAP AG provides enterprise application software and software-related services worldwide. It offers products in applications, analytics, cloud, mobile, and database and technology categories."

IoT Overview: "Transform the way you do business with Internet of Things offerings from SAP. Our end-to-end offering for Internet of Things provides everything your business needs to create a System of Things - M2M Connectivity, cloud platform, device management, big data management, event stream processing, predictive analytics, and apps-to make IoT projects real, repeatable and scalable."

IoT Projects & Activity:
- SAP IoT Blog (IoT Consultant David Stephenson's posts)
- SAP IoT Twitter
- IoT Solutions Overview
- SAP President Steve Lucas IoT keynote video.

tiMore Details        
Texas Instruments
Stock Ticker: TXN
Market Cap: 44.48B
"Texas Instruments (TI) is a global analog and digital semiconductor IC design and manufacturing company."

IoT Overview: "The Internet of Things (IoT) is quickly growing with the expectation of 50 billion connected devices by 2020 to provide smart,invisible technology that works for you based on your preferences. With the industry's broadest portfolio of embedded wireless connectivity technologies, microcontrollers, processors and analog solutions, Texas Instruments offers many cloud-ready system solutions for the IoT."

IoT Projects & Activity:
- ConnecTIng Wirelessly Blog
- SimpleLink product line
- Whitepaper: The Evolution of the Internet of Things (PDF)
- Product: Bluetooth SensorTag

qualcommMore Details        
Qualcomm
Stock Ticker: QCOM
Market Cap: 124.26B
"The world leader in next-gen mobile technologies that accelerate wireless life."

IoT Overview: "The Internet of Everything is here and rapidly evolving. It is heterogeneous - encompassing both vertical and horizontal products and services - wireless and wireline, indoors and outdoors, and it is populated by products that run the gamut from smart computing devices to simple machines that have ‘smart’ capabilities because of the network and services to which they connect. It serves consumers and enterprises and will increasingly pervade all aspects of life in the modern world.

Qualcomm is addressing numerous vertical markets and fostering open, horizontal interoperability supporting healthy and dynamic ecosystems."

IoT Projects & Activity:
- AllSeen Alliance
- M2M Search

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发表于 2015-2-7 01:42:58 来自手机 | 显示全部楼层
ARM的生意模式挺棒的,风险是风云变幻太快,会不会有新技术彻底颠覆它?英特尔也不会轻易让出的。。。目前的估值也有点高。。。
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