Aircraft engine customers may choose Rolls Royce/ GE or would they turn to Airbus/Boeing? Sensors are in machines and data/analytics more in the domain of IBM, SAP, HPE, Oracle.
Siemens and GE are building the ecosystems to dominate manufacturing and aftermarkets. The IT systems vendors likewise.
The winners will be the ones that own the complete industry stacks. The early birds may find themselves gobbles up by larger ravenous birds of prey now the IoT is growing exponentially. AI, Robotics Process Automation (RPA) and machine learning are critical to successful IoT projects and by nature these will be "Big Data". Who owns the core expertise to bring all these together?
“The platform market will increase, as will services relating to identity and access management,” she added. Tratz-Ryan believes companies such as HPE and IBM will focus on becoming providers of IoT platforms. At the same time, the major industrial firms, such as GE and Siemens, which previously invested in their own proprietary systems to run industrial machines, are set to become more open. “They are realising that only an ecosystem can work [for successful IoT],” said Tratz-Ryan. “Industrial companies have to become more open as they will not be able to integrate the diversity of industrial business applications into their own platforms.”