Re: not just fridges and tellys
"Cant see how Carphone Warehouse would be able to crack into that equipment supply chain though."
They are assuming that there will be an aftermarket in IoT sims. Obviously the equipment makers will be looking to do deals with the networks for the OEM supplied sim, but CPW must be reasoning that the sims will be user-swappable, and that the market will be the same sort of model as that applying to contract phones (the contract handset model, rather than the contract sim-only model, I suspect).
As with other posters, I can't see the value for consumers of most of the IoT, nor that the contract model will match contract mobiles, but CPW's logic will be driven by the myth of large numbers. So their strategists will be saying "by 2025 each of the UK's 23m homes will have an average of four IoT devices that could be mobile network connected. If we can get 7% market share then we will be selling over 6m additional contracts, and over a two year contract life that's 3m per year, which is about three times what we sell at the moment".
Biting the hand that feeds IT
