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ブロックチェーンの未来:主要な垂直市場の市場機会&展開戦略 2018-2030年

The Future of Blockchain

Key Vertical Opportunities & Deployment Strategies 2018-2030

 

出版社 出版年月電子版価格 ページ数
Juniper Research
ジュニパーリサーチ社
2018年8月GBP4,090
企業ライセンス(PDF+Excel)
127

「Deep Dive Strategy & Competition」「Deep Dive Data & Forecasting」のみの購入も可能です。詳しくはお問合せ下さい。

サマリー

このレポートはブロックチェーン市場を調査し、今後の市場機会や課題を掲載しています。また、金融や土地管理/登記、食品の産地、自動車や医療などの垂直市場におけるブロックチェーンの展開についても言及しています。

Overview

This research provides in-depth analyses into the opportunities for, and challenges facing, blockchain deployments in verticals including financial services, land registry, food provenance, automotive and healthcare.

It assesses the impact on the industry of disruptive factors such as the surge in ICO (Initial Coin Offering) funding, national and state government investment and the emergence of new blockchain technologies.

This research suite includes:

  • Deep Dive Strategy & Competition (PDF)
  • Deep Dive Data & Forecasting (PDF & Excel)
  • Executive Summary & Core Findings (PDF)
  • 12 months' access to harvest online data platform

Key Features

  • Strategic Analysis: The major trends and key debates in the blockchain ecosystem, including:
    • The surge in ICO funding levels
    • The emergence of hybrid blockchains
    • Increased government interest in facilitating blockchain
  • Juniper Leaderboard: Key player capability and capacity assessment, together with Leaderboard vendor positioning for 13 leading blockchain companies
  • Innovation Indices: Assessment of the relative strengths of the blockchain offerings, and future business prospects, for 34 players in the blockchain space, across 3 key verticals:
    • Digital Identity
    • Asset Tracking
    • Financial Services
  • Benchmark Industry Forecasts: Includes forecasts for annual bank savings from blockchain implementation in B2B cross-border settlement, food export fraud reduction levels and consumer savings on property purchases, split by 8 key regions
  • Interviews: With leading players across the blockchain ecosystem, including
    • Applied Blockchain
    • BTL
    • Civic
    • Infosys Finacle
    • Evernym
    • Guardtime
    • IBM
    • Pithia

Key Questions

  1. Which industries and use cases stand to benefit most from blockchain technology?
  2. How much will banks and other industries save from integrating blockchain?
  3. Which companies emerge at the head of Juniper’s Blockchain Leaderboard and Innovation Indices?
  4. What are the major challenges facing companies as they seek to deploy blockchain?
  5. What is the scale of VC investment into, and ICO funding of, blockchain companies?

Companies Referenced

Interviewed: Applied Blockchain, BTL (Blockchain Technology Ltd), Civic, Evernym, Guardtime, IBM, Infosys Finacle, Pithia.
 
Profiled: Accenture, BTL (Blockchain Technology Ltd), Chain, Digital Asset, Deloitte, Evernym, Guardtime, IBM, Infosys Finacle, Microsoft, Oracle, Ripple, SAP.
 
Innovation Indices: Accenture, Applied Blockchain, BitFury, Bitnation, BitPesa, Blockchain HELIX, BlockVerify, BTL (Blockchain Technology Ltd), Capgemini, Chain, ChromaWay, Civic, Cognizant, Credits, Deloitte, Digital Asset, Evernym, Gemalto, Glance Technologies, Guardtime, HYPR, IBM, Infosys Finacle, KPMG, Microsoft, Oracle, Project Provenance, Propy, Publica, PwC, Ripple, SAP, Symbiont, uPort,
 
Case Studied: Hyperledger, ID2020 Alliance, Lantmäteriat (the Swedish National Land Survey), Project Provenance.
 
Mentioned: 2 Sisters Food Group, AB InBev, ABN AMRO, Adidas, AirWallex, Aldi, Aletheia, Alibaba, Alternatifbank, American Express, Ant Financial, ANZ, APL, Arab Jordan Investment Bank, ASCAP (American Society for Composers, Authors and Publishers), ASX (Australian Securities Exchange), ATB Financial, Atlantis Group, Avanade, Axis Bank, Banco Bilbao Vizcaya Argentaria, Banco de Chile, Bank of America, Bank of Canada, Bank of Montreal, Bank of Russia, Barclays, Betable, Bexs Banco, Bits of Proof, Blockchain Food Safety Alliance, Blockchain Research Institute, BlockCypher, BlockEx, Blockstack, Bloq, BMW, BNP Paribas, BNY Mellon, Borsa Italiana, Bosch, BP, British Airways, Broadridge, Bureau of Survey and Mapping, CaixaBank, Cambridge Innovation Center, Canadian Imperial Bank of Commerce, Cargosmart, CBW, CCDI Copyright Cloud, Centre for Counter Fraud Studies, Certified Origins, China Construction Bank Asia, Citigroup, Clearmatics, CME Ventures, Colu, Comigel, Commercial Bank, Commerzbank, ConsenSys, Co-operative Group, Cosmos, Credit Agricole, Credit Suisse, CreditKarma, Cross River Bank, Crypto Valley, Cuallix, CULedger, Currencies Direct, CYCL, Daimler, DCC (Deloitte Cryptocurrency Community), Denmark’s Central Bank, Depository Trust & Clearing Corporation, Deutsche Bank, Deutsche Börse Group, Deutsche Telekom, Digital Bazaar, Digital Currency Group, dLocal, DNB (De Nederlandsche Bank, Dutch Central Bank), Dole, Driscoll’s, DTCC (The Depository Trust & Clearing Corporation), du, Dubai Customs, eBay, EDF Lumnus, EDRID (United Depository of Intellectual Property Products), Efma, Electronic Privacy Information Center, Elevence Digital Finance AG, Emirates NBD, Enel SpA, Eni Trading & Shipping, Enterprise Ethereum Alliance, EPC (European Payment Council), Erste Group, Estonian Stock Exchange, Ethereum Project, Everledger, Facebook, Fantasy 6 Sports, Farmdrop, FCA (Financial Conduct Authority), Fidor, Findus, First Data, Ford, Freepoint, FSA (Food Safety Authority), Fujitsu, Gazprom, GCash, GE, Gem, General Motors, GIA (Gemological Institute of America), Golden State Foods, Google, GSMA, Gyft, Hashed Health, Healthcare Gateway, Hitachi, HM Land Registry, HS Property Group, HSBC, Humanity United, Iberdrola, IBM, IC3 (Initiative for Cryptocurrency and Contracts), ICAP, ICICI Bank, IFX, III (Insurers’ Information Institute), Illinois Blockchain Initiative, Indian Oil, IndusInd Bank, Innovate UK, Intel, Intellipost, Intrinsic ID, Japan Exchange Group, JD.com, JP Morgan Chase, Kairos Future, Kaiser Permanente, KASIKORNBANK, KBC, Kellogg, Kimberly-Clark, KlickEx Group, Kotak Mahindra Bank, Kroger, Krungsri, Kuehne + Nagel, Landshypotek Bank, LinkedIn, LO3 Energy, London Stock Exchange, Louis Vuitton, Loyyal, Maersk, MBA (Mortgage Brokers' Association), McCormick and Company, McKinsey, McLane Company, Mediaocean, Mercuria, Mercy Corps, Metaco, MIT Media Lab, MOBI (Mobility Open Blockchain Initiative), MoneyGram, MUFG (Mitsubishi UFJ Financial Group), MUSO, MyData, NASDAQ, National Australia Bank, National Bank of Oman, National Food Crime Unit, National Institute of Standards and Technology, Natixis, NATO, Nestlé, NHS (National Health Service), NIAP (National Information Assurance Partnership), Nigerian Customs, NMC Health, Norwegian Refugee Council, Oaken Innovations, Ordnance Survey, Oxchain, Parity Technologies, Payments Canada, Petroineos, Pfizer, Pivit, PKF Littlejohn, Plug and Play Tech Center, PNC Financial Services Group, PokitDok, Porsche, Primrose’s Kitchen, PRS for Music, R3, Rabobank, RAKBANK, RBL Bank, Renault, Republic of Georgia’s National Agency of Public Registry, Reserve Bank of India, Resonate, RIA (Riigi Infosüstemi Amet: Estonian Information Systems Authority), Riksbank, RWE AG, SACEM (Society of Authors, Composers and Publishers of Music), SAMA (Saudi Arabian Monetary Authority), Santander, SBAB Bank, Scentre Group, SEC (Securities and Exchange Commission), Setl, Siemens, SITA, SIX Securities Services, Skandinaviska Enskilda Banken AB, Societe Generale, Software AG, Soil Association, Solar SiteDesign, Sony, South Indian Bank, SSX (Sydney Stock Exchange), State Street, Stellar Development Foundation, Stellar.org, Sumitomo Mitsui Financial Group, Sun, Superfinanceria, SWIFT, Telegram, Telia, Tesco, Thales, The Four Seasons, The Guggenheim, The Linux Foundation, The People’s Supermarket, Tideford Organic, TMX Group R3, Total, Toyota, TransferGo, Tsinghua University, Tyson Foods, Ubitquity, UBS, UN International Computing Center, UN Food and Agiculture Organisation, Unicredit, Unilever, United Arab Bank, US Department for Homeland Security, US Department of Energy, US Department of Health and Human Services, US Treasury, Vattenfall, Verizon, Visa, Walmart, Web3 Foundation, Westpac, WHO (World Health Organisation), Wien Energy, Wikihow, World Bank, World Customs Union, XAIN, Xapcash, XinFin, Yes Bank, ZF.
 

Data & Interactive Forecast

Juniper’s Future of Blockchain forecast suite includes:
  • Total consumer savings on property purchases realised per annum via blockchain.
  • Value of food exports tracked via blockchain.
  • Reduction in food documentation compliance costs achievable via blockchain per annum.
  • Food exports, annual fraud reduction via blockchain.
  • Total annual bank savings from blockchain implementation in B2B cross-border settlement.
  • Interactive Scenario Tool allowing users to manipulate Juniper’s data for 5 different metrics.
  • Access to the full set of forecast data of 35 tables and over 4,000 datapoints.
Juniper Research’s highly granular IFxls (Interactive Forecast Excels) enable clients to manipulate Juniper’s forecast data and charts to test their own assumptions by using the Interactive Scenario Tool and compare select markets and sectors side by side in customised charts and tables. IFxls greatly increase clients’ ability to both understand a particular market and to integrate their own views into the model.

Studied Regions:

8 Key Regions - includes North America, Latin America, West Europe, Central & East Europe, Far East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle East
 
Studied Countries:
Canada, China, Japan, UK, USA

 



目次

Table of Contents

1. Deep Dive Strategy & Competition

1. Blockchain: Market Status & Disruption

1.1 Introduction . 6
1.2 Key Trends . 6
1.2.1 Blockchain Awareness Continues to Increase . 6
Figure 1.1: Juniper Blockchain Survey, June 2017: Blockchain Awareness &
Usefulness . 7
1.2.2 The Rise of the ICO . 8
Figure 1.2: Number of ICOs Launched, 2016-2018 . 8
i. ICO Investment Exceeds VC Investment . 9
Figure 1.3: Blockchain Company Funding, ICO vs VC, ($m) 2015-H1 2018. 9
Figure 1.4: Blockchain Company Cumulative Funding, ICO vs VC, ($ billion)
2015-H1 2018. 9
ii. Challenge: ICO Fraud . 9
1.2.3 Governments Legislate for Blockchain . 10
i. Regulatory Activities - UK . 10
ii. Regulatory Activities - US . 11
iii. Regulatory Activities - China . 11
Figure 1.5: China’s Blockchain Boom . 12
1.3 The Public Blockchain Challenge . 12
1.3.1 Network Throughput Capacity. 12
Figure 1.6: Blockchains, Comparative Transaction Capacity Per Second . 13
Figure 1.7: Cryptokitties Key Statistics . 13
i. Addressing the Capacity Issue . 13
ii. Beyond Ethereum . 15
1.3.2 Functionality . 15
1.4 From Public Blockchains to Private Blockchains . 16
Table 1.8: Public vs Private Blockchains: Key Characteristics . 17
i. Juniper’s View . 18
Case Study: Hyperledger . 19
1.5 Key Challenges in Deployment - Generic . 20

2. Blockchain: The Digital Identity Opportunity

2.1 Introduction: Establishing a Digital Identity . 23
2.2 Enabling the Digital Society . 24
2.2.1 Developed Markets . 24
2.2.2 Emerging Markets . 25
Figure 2.1: Living Without Identity: Percentage of Population Without ID, 2017 . 25
Case Study: ID2020 Alliance. 26
2.2.3 Divergent Approaches: Bitnation & Civic . 26
i. Bitnation . 26
ii. Civic . 27
2.3 Digital Identity: Blockchain Challenges . 27
2.4 Juniper Blockchain Digital Identity Innovation Index . 29
2.4.1 Criteria for Innovation Index & Limitations . 29
Table 2.2: Juniper Blockchain Digital Identity Innovation Index Capability
Assessment Factors . 30
Table 2.3: Juniper Blockchain Digital Identity Innovation Index Scores . 30
Figure 2.4: Juniper Blockchain Digital Identity Innovation Index . 31
2.4.2 Conclusions . 32
i. Cluster 1: ‘Leading’ . 32
ii. Cluster 2: ‘Aspiring’ . 32
iii. Cluster 3: ‘Developing’ . 32

3. Blockchain: Opportunities in Land Registry & Asset Tracking

3.1 The Land Registry Opportunity . 35
3.1.1 Introduction . 35
3.1.2 Key Benefits . 35
Case Study: Lantmateriat . 37
3.1.3 Other Testbeds. 38
3.1.4 Challenges . 38
3.2 Other Assets. 39
Figure 3.1: Diamond Industry Snapshot . 39
3.2.1 Food Provenance . 40
Figure 3.2: Food Production: Ethics, Illness & Wastage . 41
Case Study: Provenance . 42
Figure 3.3: Provenance Ecosystem . 43
i. Other Players . 43
3.2.2 Automotive . 43
i. MOBI . 45
3.2.3 Content Management . 45
3.2.4 Utilities . 46
i. Microgrids . 46
ii. Energy Trading . 46
3.2.5 Healthcare . 47
3.3 Juniper Blockchain Provenance Innovation Index . 48
3.3.1 Criteria for Innovation Index & Limitations . 48
Table 3.4: Juniper Blockchain Provenance Innovation Index Capability
Assessment Factors . 49
Table 3.5: Juniper Blockchain Provenance Innovation Index Scores . 50
Figure 3.4: Juniper Blockchain Provenance Innovation Index . 51
3.3.2 Conclusions . 52
i. Cluster 1: ‘Leading’ . 52
ii. Cluster 2: ‘Aspiring’ . 52
iii. Cluster 3: ‘Developing’ . 52

4. Blockchain: Opportunities in the Financial Ecosystem

4.1 Financial Settlement . 55
Figure 4.1: Current Cross-border Settlement Process . 55
Figure 4.2: Blockchain-based Cross-border Settlement Process . 56
4.1.1 Banks & the Ripple Network . 56
4.1.2 Other Settlement Projects . 56
4.1.3 From Currency-led to Purpose Built Chains . 57
i. Exchanges Follow Suit . 57
4.1.4 Dissenting Voices . 58
4.2 Digital Currency . 58
4.3 Juniper Blockchain Financial Services Innovation Index . 59
4.3.1 Criteria for Innovation Index & Limitations . 59
Table 4.3: Juniper Blockchain Financial Services Innovation Index Capability
Assessment Factors . 60
Table 4.4: Juniper Blockchain Financial Services Index Scores . 60
Figure 4.5: Juniper Blockchain Financial Services Innovation Index . 61
4.3.2 Conclusions . 62
i. Cluster 1: ‘Leading’ . 62
ii. Cluster 2: ‘Aspiring’ . 62
iii. Cluster 3: ‘Developing’ . 63

5. Competitive Landscape & Leaderboard

5.1 Introduction . 65
5.2 Vendor Analysis . 65
5.2.1 Vendor Assessment Criteria . 65
Table 5.1: Blockchain Vendor Capability Assessment Factors . 66
5.2.2 Vendor Analysis: Capability Assessment & Market
Positioning . 67
Table 5.2: Juniper Blockchain Leaderboard Scoring Heatmap . 67
Figure 5.3: Juniper Blockchain Leaderboard 2018 . 68
i. Summary . 69
ii. Established Leaders . 69
iii. Leading Challengers . 69
iv. Disruptors & Emulators . 70
5.2.3 Limitations & Interpretation . 71
5.2.4 Juniper Competitive Web Analysis . 72
Figure 5.4: Juniper Competitive Web: Selected Blockchain & Cryptocurrency
Players . 72
5.3 Blockchain Industry Movers & Shakers 2018 . 73
5.4 Vendor Profiles . 75
5.4.1 Accenture . 75
iii. Key Clients & Strategic Partnerships . 75
v. Juniper’s View: Accenture Key Strengths & Strategic Development
Opportunities . 76
5.4.2 BTL (Blockchain Technology Limited) . 76
v. Juniper’s View: BTL Key Strengths & Strategic Development Opportunities . 78
5.4.3 Chain . 78
Figure 5.5: Sequence Secure Ledger . 80
v. Juniper’s View: Chain Key Strengths & Strategic Development Opportunities 80
5.4.4 Digital Asset . 81
i. Corporate . 81
ii. Geographic Spread . 81
iii. Key Clients & Strategic Partnerships . 81
iv. High Level View of Offerings . 82
v. Juniper’s View: Digital Asset Key Strengths & Strategic Development
Opportunities . 83
5.4.5 Deloitte . 83
i. Corporate . 83
ii. Geographic Spread . 84
iii. Key Clients & Strategic Partnerships . 84
iv. High Level View of Offerings . 84
v. Juniper’s View: Deloitte Key Strengths & Strategic Development
Opportunities . 85
5.4.6 Evernym . 85
i. Corporate . 85
ii. Geographic Spread . 86
iii. Key Clients & Strategic Partnerships . 86
iv. High Level View of Offerings . 86
v. Juniper’s View: Evernym Key Strengths & Strategic Development
Opportunities . 87
5.4.7 Infosys Finacle (EdgeVerve Systems) . 87
i. Corporate . 87
ii. Geographic Spread . 87
iii. Key Clients & Strategic Partnerships . 87
iv. High Level View of Offerings . 88
v. Juniper’s View: Infosys Finacle Key Strengths & Strategic Development
Opportunities . 89
5.4.8 Guardtime . 89
i. Corporate . 89
ii. Geographic Spread . 89
iii. Key Clients & Strategic Partnerships . 90
iv. High Level View of Offerings . 91
v. Juniper’s View: Guardtime Key Strengths & Strategic Development
Opportunities . 91
5.4.9 IBM . 92
i. Corporate . 92
Table 5.6: IBM Financial Snapshot ($m) 2015-2017 . 92
ii. Geographical Spread . 93
iii. Key Clients & Strategic Partnerships . 93
iv. High Level View of Blockchain Offerings . 93
v. Juniper View: IBM Key Strengths & Development Opportunities . 95
5.4.10 Microsoft . 95
i. Corporate . 95
Table 5.7: Microsoft Financial Snapshot ($m) FY2015-2017 . 95
ii. Geographic Spread . 95
iii. Key Clients & Strategic Partnerships . 95
iv. High Level View of Offerings . 96
v. Juniper’s View: Microsoft Key Strengths & Strategic Development
Opportunities . 97
5.4.11 Oracle . 97
i. Corporate . 97
Table 5.8: Oracle Financial Snapshot ($m) FY2015-2017 . 97
ii. Geographic Spread . 97
iii. Key Clients & Strategic Partnerships . 97
iv. High Level View of Offerings . 98
v. Juniper’s View: Oracle Key Strengths & Strategic Development Opportunities 98
5.4.12 Ripple . 98
i. Corporate . 98
ii. Geographic Spread . 98
iii. Key Clients & Strategic Partnerships . 98
iv. High Level View of Offerings . 99
v. Juniper’s View: Ripple Key Strengths & Strategic Development
Opportunities . 100
5.4.13 SAP . 100
i. Corporate . 100
Table 5.9: SAP Financial Performance Snapshot (€m) FY2015-FY2017 . 100
ii. Geographic Spread . 100
iii. Key Clients & Strategic Partnerships . 100
iv. High Level View of Offerings . 101
v. Juniper’s View: SAP Key Strengths & Strategic Development Opportunities 101

2. Deep Dive Data & Forecasting

1. Blockchain: An Introduction

1.1 Introduction . 4
1.1.1 Blockchain Awareness Continues to Increase . 4
Figure 1.1: Juniper Blockchain Survey, June 2017: Blockchain Awareness &
Usefulness . 4
1.2 From Public Blockchains to Private Blockchains . 5
Table 1.2: Public vs Private Blockchains: Key Characteristics . 5

2. Blockchain: Land Registry Forecasts

2.1 Introduction . 7
2.2 Savings Forecast: Reduction in Legal Fees & Registration Costs . 7
2.2.1 Methodology. 7
Figure 2.1: Percentage of Property Sale Price Accounted for by Registration &
Legal Fees (%), 2017, Split by 8 Key Regions . 7
Figure 2.2: Proportion of Property Transactions Recorded on Blockchain (%),
2021-2030 . 8
Figure 2.3: Average Savings Realised Per Property Registered on Blockchain ($)
2026-2030 . 8
Figure 2.4: Methodology: Blockchain Consumer Land Registry Savings . 9
2.2.2 Consumer Savings Forecast . 10
Figure & Table 2.5: Total Consumer Savings Realised Per Annum Via Blockchain
Land Registry Deployments ($m), 2025-2030 . 10
2.3 Smart Contracts: Additional Savings . 11

3. Blockchain Food Provenance Forecasts

3.1 Documentary Compliance Forecast . 13
3.1.1 Methodology: Introduction & Assumptions . 13
Figure 3.1: Leading Exporters of Food/Agricultural Products, ($bn) 2017 . 13
Figure 3.2: Documentary Compliance Cost per Container, Selected Markets, ($) 2017 . 13
Figure 3.3: Documentary Compliance Costs as Proportion of Food Export Value, (%) By Region, 2017 . 14
3.1.2 Savings Forecast: How Much Can Blockchain Reduce Compliance Costs? . 14
Figure 3.4: Proportion of Food Exports Tracked on Blockchain, (%) 2021-2030 . 14
Figure 3.5: Methodology: Blockchain Food Export Compliance & Fraud Savings 15
3.1.3 Value of Food Exports Tracked via Blockchain Forecast . 16
Figure & Table 3.6: Value of Food Exports Tracked via Blockchain ($m), Split by 8
Key Regions, 2021-2030 . 16
3.1.4 Food Documentation Compliance Cost Savings Forecast . 17
Figure & Table 3.7: Reduction in Food Documentation Compliance Costs Achievable via Blockchain Per Annum ($m), 2021-2030 . 17
3.2 Fraud Reduction Forecasts: Food Provenance . 18
3.2.1 Methodology: Savings From Fraud Reduction . 18
Figure 3.8: Global Food Export Fraud, Percentage by Region, 2017 ($51.5 billion) . 18
3.2.2 Fraud Reduction Forecast . 19
Figure & Table 3.9: Food Exports, Annual Fraud Reduction via Blockchain ($m) 2021-2030 . 19
3.3 Wastage & Illness: Additional Savings . 20

4. Blockchain Cross-border Settlement Forecasts

4.1 Introduction . 22
4.2 Savings Forecast: What Settlement Cost Elements Can
Blockchain Effect?. 22
4.2.1 Methodology. 22
Figure 4.1: Cross-Border Settlement Cost Elements Addressable by Blockchain,
Juniper Research Estimates Per Transaction ($) . 22
4.2.2 Modelling The Savings . 23
Figure 4.2: B2B Cross-border Transactions (bn), 2018-2030 . 23
Figure 4.3: Proportion of B2B Cross-Border Transactions Recorded on the
Blockchain (%), 2021-2030 . 23
Figure 4.4: Methodology: Blockchain Consumer Land Registry Savings . 24
4.2.3 Bank Savings Forecast . 25
Figure & Table 4.5: Total Annual Bank Savings from Blockchain Implementation
in B2B Cross-border Settlement, ($m) 2021-2030 . 25
Figure 4.6: B2B Settlem-ent Savings by Element (%) . 26

 

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