IoT platform vendors are reviewing their current positionings and partnerships – hyperscalers on the rise

I'd like to present some quick insights into IoT platforms gained at the recent Hannover Messe 2018. It was in fact highly interesting to observe all the movement in the market, amongst other things complete repositionings and the emergence of exciting new partnerships. The announcement by Siemens that the new version of MindSphere – MindSphere 3.0 – is no longer provided from the SAP Cloud but from the AWS Cloud, is worthy of attention. Overall, the cloud hyperscalers (AWS, Microsoft, Google) are also gaining more and more ground in the industrial environment. AWS and Microsoft in particular were able to prove this at their exhibition stands with further good IoT reference projects. Other suppliers such as Bosch or Axoom (a subsidiary of the machine tool manufacturer Trumpf) have even changed their complete positioning in recent months. Axoom was launched as an IoT platform, then positioned itself as a consultant and systems integrator of complete IoT solutions, and has since returned to the platform operator model. The Bosch IoT Suite also started as an independent IoT platform and has sought to establish a partner ecosystem with system integrators around it. This approach is currently no longer in focus, however. Instead, individual functions of the Bosch IoT Suite are being integrated as IoT microservices in the AWS platform or also in IBM Watson IoT. In addition, Bosch is aiming to position its own strengths in the market within the framework of a dedicated IoT platform for connected cars. Furthermore, GE's Predix was virtually absent at the trade fair, which puts a question mark over its further positioning.

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