This report helps the user to understand trends in big data, cloud and medical devices, the key players in the ecosystem , the top users of this technology
Cloud Revolution: Exploring the New Wave of Serverless Spatial Data
Big data
1. An assessment report on
Big Data
Cloud computing
Medical Devices
Date : 29-Oct-2013
2. Disclaimer
Sources referred in preparing the report
• Forrester, Morgan Stanley research, IDC research, Zinnov, Gartner :- detailed reports / overview reports
• Public sources - public websites,blogs, press releases, online forums and associations etc.,
• Company websites – Accenture, TCS, Infosys, IBM, HP etc.,
The views / inferences are based out of the reading and understanding of these above mentioned
articles
3. Index
• Big Data and Cloud introduction
• Big data
–
–
–
–
Highlights
Trends and challenges
Key players in the ecosystem
Customers of Big Data and their challenges
• Cloud computing
–
–
–
–
Highlights
Trends and challenges
Key players in the ecosystem
Customers of cloud computing and their challenges
• Medical devices
–
–
–
–
Industry round up
Growth segments
Trends and challenges
Key players in the ecosystem
4. Think Big, Think Cloud
Big Data & Cloud : Introduction
“Big data” refers to datasets
whose size is beyond the ability of
typical database software tools to
capture, store, manage, and
analyze
“Cloud” is a cluster of internet
based or private network based
storage capacity providing users
with abstracted IT capabilities
which includes software,
development platform and
virtualized servers
Pay-as-you use
Multi-tenant
Highly abstracted
Rapidly scalable
5. Big Data has significant impact across industries
Analyzing terabytes of data & deriving meaningful
insights for
Estimated Business Impact
Better monitoring of supply chain, inventory and logistics cost
Proactive customer service, feedback and after sales support
Increase in operating
margins for retailers
embracing big data
Competitive advantage through dynamic pricing , cross-selling
and innovative business models
Deeper insights into customer spending patterns, sentiment and
preferences for designing innovative and relevant products
In Manufacturing - R&D,
production, and supply chain
accounts for a total
productivity gain
Targeted marketing campaigns, promotional offers and events
Analyzing behavioral patterns in hiring and retaining talent and
skills
Better services and cost operations in public administration and
healthcare
Potential market for Medical
Clinical information
providers which aggregate
data and perform the
analyses to improve health
care efficiency, by 2020.
6. Trends & Challenges: Big Data
Storage
Massive spurt in digital data after 2000
(from 25% in 2000 to 94% in 2007)
Content
– Expansion in multimedia content
– Increasing popularity in social media
– Proliferation in use of sensors in
Internet of Things
Investments
Big Data investment are geared towards
generating and maintaining revenue
[Sales, Marketing, Customer service, R&D]
Data usage Policy
• Data Privacy , Intellectual property rights
• Data security
Shortage of skills
• To derive insights from big data
• Demand for deep analytical talent in the US could be 50-60%
greater than its projected supply by 2018
Technology and Analyses techniques
• Deploy new technology (storage computing & analytical
software, analytic techniques)
• Upgrade legacy systems & incompatible standards for
integration
Internet based business
Industries generating revenues over
Internet spend the most (>75%) on Big
Data
Big data & Meaningful content
• Large tracts of data is unstructured and in inaccessible form
• Organizational structures & workflows not aligned to optimize
use of big data
7. Key players in the ecosystem
Biggest Enablers
Analytics & BI Infrastructure
Hadoop Map Reduce
•
Technologies
Hadoop File system
•
Infrastructure and Databases
•
Informatica
•
Cloudera
8. Top Customers for Big Data : Retailers
Rev (Bn USD)
460
Analyst view
Expected growth
Consensus analyst opinion is "mostly bullish". Not a stock for short
term sellers.
Recent revenue results are poor due to gloomy consumer spending
environment globally
Revenue guidance
FY14 have been
lowered by 3-4%
Sales have fallen recently though beating forecast estimates
92
Have invested in transformation initiatives balancing cost-saving
measures
On the road to recovery after a sluggish previous year, however is
under the watch.
90
Sluggish
Marginal increase in
revenue by 1-2 %
Company is investing sufficiently into online business while market
share in UK has fallen
Kroger has consistently driven positive identical-store sales and gained
market share despite increasing competition from nontraditional
grocers
90
Kroger has greater control over its supply chain and can capture all
the profits from selling higher margin private label, allowing the
company to remain competitive on price while preserving margin
Expected growth rate
5-8% in revenue
Investments made in online are saying positive outcomes.
61
21% growth in sales
Strong market share positions in retail, as well as marketplace,
device and cloud infrastructure businesses.
continued
9. Challenges faced by retailers
•
Vagaries of the Economy
–
–
•
Risks of recession remain significant
Low-demand environment causing a zero-sum game thereby acute
competition
Cost pressures
– Low margin businesses shifts entire focus on costs for profitability
•
Agility in response to consumer spending patterns
– The dynamic nature of consumer behavior ensures that retailers always
have to play catch up with pricing and sales
•
Supply chain risks
– Location specific risk arising out of global sourcing models
•
Emerging markets is unavoidable and unviable
– To operate efficiently in emerging markets, achieving critical mass in
store and revenue is a long drawn timeline
10. Top Semiconductor OEMs and challenges faced by this
segment of customers
CPU’s, GPU’s, chip-based sensors, 3-D IC’s etc are expected to
support across industries such as Healthcare, Energy and utilities,
retail, Internet-of-things
–
Real time aggregating and managing large terabytes of data coming from Field
nodes, Network infrastructure & back-end analytics across Real time
extracting meaning from data
–
Real time extracting meaning from data for which high end machine learning
algorithms are to be developed. Challenges include building and optimizing
algorithms for large clusters of chipsets
–
Real time analytics : Putting together the processed data in meaningful
formats to support different use cases for different industries Eg., Refresh rate
Trend is towards All-in-one smart chip in the form 3-D IC’s, array of
cluster of sensors (GPS, accelormeters etc., )
Along with hardware innovation Software analytics is key to
adoption
12. Similarly Cloud computing is also transforming
businesses
By adopting the cloud model, organizations are
Saving significant Capex costs in server spend, maintenance and
upgrades
Estimated Business Impact
Consolidation of servers
Pay-as-you-use : Optimized usage of IT infrastructure on need basis
across functions
Assured monitoring, upkeep and maintenance
Increasing Revenues : Serving more customers and new markets
Innovative delivery models
SaaS – Software-as-a-Service
IaaS – Infrastructure-as-a-Service
PaaS – Platform-as-a-Service
Re-invest savings from cloud adoption to marketing and sales efforts
Growing more nimble and agile in their operations
Availability of On-demand information
Elasticity in scaling IT infrastructure requirements
Improved collaboration opportunities
Bandwidth to focus on core competencies
3 year CAGR in SaaS based
workloads ; robust growth
going forward
13. Trends & Challenges: Cloud computing
Cloud models
IaaS : will hit its peak early and then commoditize quickly
PaaS : ISVs are buying PaaS technology and potentially hosting
services. System integrators and outsourcing providers are
building PaaS/legacy integration skills.
Data Security
• Data ownership
• Data access
• Compliance with regulations
SaaS : -is the most sustainable growth opportunity ; will grow
over the next 5 years
Service Quality
Hybrid cloud
• SLAs does not guarantee service outcome entirely
A combination of public cloud services and private cloud
could lead to a unified model made up of multiple cloud
platforms (internal or external) is being embraced
Not just capex saving
The cloud is also being used to shift the focus of IT
resources to higher-value-added activities for the business,
or to support business innovation and, potentially, lower
risks.
Rise of new role of Service provider
A cloud services brokerage (CSB) is a service provider that
plays an intermediary role in cloud computing ; where a IT
functions acts as a business unit providing cloud adoption
services
Integration issues
• Integration of on-premise and cloud based application is
incurring time and cost
Responsive services
• Delivery of complex services through the network is clearly
impossible if the network bandwidth is not adequate
14. Top Semiconductor OEMs and opportunities from the
cloud adoption
• With growth in cloud computing the focus is on processor companies
to design processors with :
– Support data center demands
– Higher security
– Increased processing power to support high computing needs
•
Server shipment will reduce however, multicore processors will
increase in shipments
•
Growing prevalence of 1040100 Gigabit Ethernet
– Its become a data center protocol
– Demand for greater bandwidth, and higher resilience & reliability
•
Network OEM’s are adopting advanced & yet cost effective ASIC
solutions from chip OEMs foregoing custom ASIC solutions built inhouse
16. Medical Devices : Industry round up
By 2017, the global medical device market
Annual average growth from 2012.
This growth will be achieved in the face of
• Cost pressure
• Against market demands for more effective products.
North America : Federal programs, such as Medicare and Medicaid, as well as state governments,
made “anemic” spending increases to hospitals, which are the key purchasers of medical devices,
Europe : Extreme economic downturn in Spain, Ireland, Greece and Portugal led to layoffs
and proposed reforms to the healthcare systems.
Emerging markets provide a key strategy for leaders, driven through acquisitions:
• Johnson & Johnson acquired local Chinese company Guangzhou Bioseal Biotechnology Co. Ltd,
• Medtronic announced it would acquire China Kanghui Holdings, a developer and producer of
trauma and spine orthopedic transplants.
17. • Medical Device industry is highly fragmented
along the following lines
–
–
–
–
Surgical,
Cardiovascular
home healthcare
general medical
• A study from EvaluateMedTech, suggests that
technological advancements
– may lead to nanotechnology applications
– use of surgical robots as a new segment entering the
medical device industry
• The cardiovascular segment is anticipated to
witness growth due to an increase in the number
of heart patients.
Estimated Market share (%)
Medical Device : Growth segments
12
10
8
10
6
20
30
4
40
2
50
0
0
20
Estimated Sales (B USD)
In Vitro Diagnostics
Cardiology
Diagnostic Imaging
• The figure alongside shows the expected top 5
medical device areas by the year 2018
40
Orthopedics
Ophthalmic
60
18. Trends & Challenges: Medical Devices
Connected Health
Flat growth prospects
Interoperability of devices for
-Enhanced the functionality of devices
-Reduce manpower costs
• Major economies are under stress, can hurt spending
Regulatory Challenges
Versatile & Multifunctional
devices
preferred over highly specialized equipment
- Due to price pressures
- Available floor space
Personalized Healthcare
Shift from a traditional model built on regulatory
approval and selling to claims, to one of medical
evidence through improved analytically-derived
insights
Cost effective R&D
₋ Leveraging healthcare eco-system
(universities, state institutions etc)
₋ Partner programs, JV & R&D centers within
emerging markets
• Compliance requirement is different across geographies
and keeping tab on them is a cost-drain for OEM’s
• Long and iterative regulatory compliance and approval
processes
• With new technologies such as Mobility, regulatory
approvals are arduous
Integration & Interoperability
challenges
• workflow needs in various clinical environments differ, he
said, making it difficult for providers to keep track of the necessary
patient data.
Hefty Tax
• The largest medical device companies are based in US and
they are burdened by the $20B tax levied on the industry as
part of the Affordable Care Act(ACA)
19. Key players in the ecosystem
Key Industry Bodies
Medical Device manufacturers
association
Players
SW & HW Components
Who
Texas Instruments,
Renesas, STMicro and
Freescale
Wind River, MKS, LDRA,
Visure Solutions
Design Consultants
LogicPD and Sterling
Medical Devices
Role
come up with new
silicon, modules and
supporting software to
help solve the device
makers’ design
challenges.
provide design expertise
to solve tough design
problems & compliance
issues
• Members – 270+
Medical Device
Innovation, Safety and Security
Consortium (MDISS)
21. About me
Abhijit Madhwaraj
Marketing & Business Development professional
– Industry domains
•
•
•
•
Embedded Technology - DSP Multimedia, Networking, Wireless
Product engineering services for ISVs
Cloud Computing, Enterprise mobility, Big Data
Packaged Business Applications – SAP, Oracle
– Experience in sales and account management
– Experience in driving business opportunities across geographies such as
Japan, North America, Germany and India
– Ability to comprehend articulate technology to sales team effectively
– 8 years of professional experience in High Tech and IT services industry
22. We can connect
Phone :- +91 9945281202
Email id :- abhijit.maddy@gmail.com
Linkedin: http://www.linkedin.com/in/abhijitmadhwaraj