More from a Telecom POV. Trigger warning: FT has a paywall but you get a number of articles free per month.
Against this backdrop, an intense battle is developing between technology and telecoms groups over who will provide the software and services to enable the internet of things. At the moment the market is fragmented, but companies including Arm, Google and Vodafone are trying to secure leading positions in the technology infrastructure that will provide connections to smart devices.
…“The fragmentation and lack of technology standards could provide the biggest opportunity for telecoms operators in a fast-evolving industry already changing how people live,” says Matthew Howett, analyst at Ovum. “There is a clear opportunity for an aggregator who is able to interconnect the myriad inoperable devices.”