5 Internet of Things Companies Investors Shouldn’t Overlook презентация

about?

-- for just $20
Allows companies big and small to cheaply create IoT prototypes
Device includes Broadcom's BCM20737 chip and a long list of sensors: Electric compass, barometer, altimeter, humidity and temperature sensors, and motion-sensing gyroscope and accelerometer

Source: Broadcom.

5 IoT Companies Investors Shouldn’t Overlook

iBeacon technology, the A4WP wireless charging standard, and has its own on-chip encryption and decryption security
Also added near-field communication (NFC) capabilities to the SDK
Broadcom’s new BCM43907 SoC is the industry's first dual-band Wi-Fi audio chip for embedded devices
WICED software can be found in LIFX smart lightbulbs, and Homeboy security cameras

5 IoT Companies Investors Shouldn’t Overlook

revenue from its semiconductors and wireless connectivity chips (for mobile behemoth Samsung)
Doesn’t break out IoT revenue, so it’s not likely to be much right now
Intel and Qualcomm are formidable opponents for the company
Broadcom is getting into IoT now, for a potential payoff much later

5 IoT Companies Investors Shouldn’t Overlook

comes from its wireless microcontrollers for the auto industry
Additional revenue generation is derived from LTE connectivity
Both of these markets (LTE and automotive) offer many opportunities for Freescale

Why Freescale Semiconductor?

Source: Freescale.

5 IoT Companies Investors Shouldn’t Overlook

directly benefits from
In 2014 the auto industry saw it’s best sales year since 2006. Expected to climb even higher over next two years

Why Freescale Semiconductor?

5 IoT Companies Investors Shouldn’t Overlook

business segments up double digit percentages year-over-year
Company is working to pay off debt, but still holds about $6.5 billion. Most won’t mature until 2020
Stock was up 53% in 2014, but is very volatile

5 IoT Companies Investors Shouldn’t Overlook

14% year over year
Has its small Quark processor and Edison board for Internet of Things devices
According to The Wall Street Journal, Intel’s chips will power the next hardware update for Google Glass
Recently launched the MICA bracelet with Opening Ceremony as a luxury wearable device
Founding member of the Industrial Internet Consortium to create IoT standards

Why Intel?

Source: Intel.

5 IoT Companies Investors Shouldn’t Overlook

San Jose
Purchased Basis Science last year and just introduced a new smart watch under the brand
Recently teamed up Accenture, Dell, SAP, and others to launch a new Internet of Things platform
Working on Predictive Maintenance software to analyze IoT data. Saved $9 million in one of its factories using the software and will sell the tech to companies starting this year

Why Intel?

5 IoT Companies Investors Shouldn’t Overlook

is clearly not a leader in mobile, which could potentially hold the company back as stronger mobile competitors (Qualcomm) transition to more Internet of Things solutions
Overall, Intel’s made huge strides just one year after establishing a dedicated IoT division

Opportunities and concerns for Intel:

5 IoT Companies Investors Shouldn’t Overlook

are in Samsung smart watches and smartphones, Apple’s iPhone 6 lineup, Google Glass, and other tech

Source: Invensense.

5 IoT Companies Investors Shouldn’t Overlook

three years -- from about $104 million in 2014 to $334 million by 2018, according to IHS
Has clients like LG and Xiaomi which sell lots of devices, and are expanding their reach

5 IoT Companies Investors Shouldn’t Overlook

sequentially, in fiscal Q2
Company wrote down about $7.4 million in inventory that "is now excess or obsolete," said Martin Dentinger, Invensense's CFO
Margins should rebound in the current quarter
Lots of exposure to larger clients, which lowers cost per unit.
Stock was down 26% in 2014. Still lots of potential for the company, but it needs to deliver on that potential soon

5 IoT Companies Investors Shouldn’t Overlook

technology
Chips are great in low-level light and for high-performance use
Just introduced its high-end chip -- the A9 SoC for high-definition and quick video compression. Leads in both of those categories

Source: Ambarella.

5 IoT Companies Investors Shouldn’t Overlook

manufacturer DJI (which makes cameras for filmmaking) just started using Amarella’s A9 chip for its 4K Ultra HD high-end drone

5 IoT Companies Investors Shouldn’t Overlook

commercial, AT&T has some high-definition security cameras that use company’s SoCs, but want to see more of this
Top security camera suppliers showed off cameras at trade show in October using Ambarella systems-on-a-chip

5 IoT Companies Investors Shouldn’t Overlook

is about to put the World-Wide-Web to bed. It could make early investors wildly rich. Experts are calling it the single largest business opportunity in the history of capitalism... The Economist is calling it "transformative"... But you’ll probably just call it "how I made my millions." Don't be too late to the party, click now for the free report.