Speaking at a seminar held by European Communucations, titled "Beyond Connectivity", Schlautmann said that the Fleet and Freight Management and Security and Surveillance sectors are the only two sectors achieving market "breakthrough". (...)
Schlautmann added that he "can't see" payments, vending and NFC becoming "mass market" in Europe, and added that metering and monitoring, often touted as a key vertical, offers little beyond basic connectivity revenues. Schlautmann also pointed out that "no other market" is so dependent on regulatory and legislative drivers - referencing eCall and smart metering as example. "If smart metering was not regulated then there would be no market at all," he said.
But it was for the e- and m-health market that he expressed his strongest reservations.(...)
"It's not about the number of devices." he said, "it's about revenue." To build revenues, telcos will need to develop ecosystems that let them orchestrate and develop services, so that they can benefit from the created value. At the moment, most markets exhibit far too many players, operating in too small spheres of influence. Telcos, by partnering, co-operating and forming alliances with partners throught the value chaing, could drive the sort of ecosystem consolidation that is required, he said, to drive "breakthrough" revenues.