– at which time it is forecasted that up to two-thirds of future demand for IoT
products will come from industrial applications. Industrial adoption of IoT has
historically been limited due to concerns about stability and security. These
issues have now been addressed except for the most rigorous cases. The
Manufacturing, Transportation and Utilities sectors are all projected spend over
$50 billion annually and they have already defined applications needed to drive
efficiencies critical to their evolution. Additional growth areas, according to
IDC, include: healthcare, insurance, and retail verticals.
In summary, the following graphic provides a good representation of
IoT investment opportunities by category and timing. VC investors seeking
consumer-centric investments should strive to find companies that are capital
This graphic illustrates both the categories and timing of IoT investment opportunities for VC investors.
Source: Based on Goldman Sachs Global Investment Research. Additional analysis by WMG
Figure 12 IoT Investment Opportunities
Industrial
Commerce
Towns & Cities
Homes
Vehicles
People
Operational Automation &
Operator Aids
Performance Optimization
Preventative Maintenance
Capacity Planning
Safety & Security
Infotainment
Environment
Appliances
Smart Office
Smart Store
Smart Shelf
Signage
Safety & Security
Traffic flow
Lighting
Safety & Security
Smart Meters
Structures
Engine & Drivetrain
Infotainment
Driver Aids
Auto-drive
Personal Health
Fitness & Diet
Healthcare monitoring
diagnostics & treatment
Cars
Trucks
Buses
Smart
Home
Smart Grid
Smart Roads
Smart
Buildings
Retail
Transit
(Passenger Rail, Air)
Phones
Tablets
Wearables
Education & Training
Energy (Oil & Gas)
Refining
Pipelines
Power Generation
Manufacturing
Agriculture
Transportation & Logistics (Rail
freight, Shipping, Air freight)
Research & Development
Health Care Delivery
53
Taiwan Economic Forum
Volume 15, Number 4
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