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?