It is possible to overplay the implications of any single partnership between firms, including a new deal between Nokia and Bosch for internet of things. That partnership joins Bosch sensors with Nokia communications solutions to create industrial IoT solutions including asset tracking, predictive maintenance and environmental monitoring.
Separately, Nokia is partnering with Amazon Web Services to commercialize IoT, with several combining the features of AWS Greengrass, Amazon Machine Learning, Nokia Multi-access Edge Computing (MEC) and the Nokia IMPACT platform.
That, in turn, is part of a new emphasis by Nokia on edge computing solutions that will be foundational for new IoT use cases, those with low latency and latency-tolerant requirements, high and minimal bandwidth needs.
Nor is it illogical that a supplier in the mobile infrastructure business would want a higher profile in IoT. Many would argue that the business value of 5G, in terms of incremental new revenue, will comes precisely from IoT.
Still, it is not improper to note a shift in emphasis from the physical layer connectivity platform to the applications and solutions realm. It is not often that a major telecom infrastructure supplier has moved to supply industrial market solutions that go beyond connectivity, and embrace higher-order functions such as asset tracking.
Some might argue that the new move is a way of moving up the stack into vertical market solutions that build on Nokia’s legacy network infrastructure heritage. That never is easy, but arguably is necessary.
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