全球 M2M/IoT 通信市場:第 8 版
市場調查報告書
商品編碼
1310450

全球 M2M/IoT 通信市場:第 8 版

The Global M2M/IoT Communications Market - 8th Edition

出版日期: | 出版商: Berg Insight | 英文 220 Pages | 商品交期: 最快1-2個工作天內

價格

到 2022 年,全球蜂窩物聯網用戶數量預計將增長 27%,到年底將達到 27 億。 正在做。 預計到 2027 年,這一數字將達到 54 億,複合年增長率為 15.4%。

在本報告中,我們調查了全球M2M/IoT通信市場,涵蓋蜂窩物聯網通信生態系統、相關標準的採用趨勢、主要移動運營商的物聯網戰略、世界和地區的主要趨勢以及市場規模。總結趨勢和預測、主要技術趨勢等。

內容

第 1 章物聯網廣域網

  • 3GPP 蜂窩技術系列
  • LPWA 和衛星技術
  • 物聯網網絡平台
  • 全球覆蓋範圍和聯盟

第 2 章:歐洲

  • 區域市場趨勢
  • 移動運營商
    • A1 奧地利電信
    • 阿爾蒂斯集團
    • 布伊格電信
    • 英國電信集團
    • 長和集團電訊
    • 德國電信
    • 荷蘭皇家航空公司
    • MegaFon
    • MTS
    • 橙色
    • 馬恩島電信
    • 盧森堡郵報
    • 比鄰星
    • 電話2
    • 意大利電信
    • 西班牙電信
    • Telenor
    • Telia公司
    • 沃達豐
  • 物聯網託管服務提供商
    • 1NCE
    • 1oT
    • 空氣感
    • BICS
    • 卡伯恩集團(CSL 集團)
    • Com4(無線邏輯)
    • 立方電信
    • 中超集團
    • EMnify
    • 埃塞耶
    • floLIVE
    • 高速公路
    • iBASIS
    • 奧諾蒙多
    • 皮立翁山
    • Pod 組 (Giesecke+Devrient)
    • 俄羅斯電信
    • 特魯豐
    • Velos 物聯網
    • 無線邏輯
  • LPWA網絡
    • LoRa網絡
    • Sigfox 和網絡合作夥伴

第 3 章美洲

  • 區域市場趨勢
  • 移動運營商
    • 美國電話電報公司
    • 貝爾
    • 威瑞森
    • T-Mobile 美國
    • 羅傑斯通訊公司
    • 研科
    • 美國移動公司
    • Vivo 和 Telefonica Hispam
    • 拉丁美洲的其他移動運營商
  • 物聯網託管服務提供商
    • 艾裡斯
    • 藍調無線
    • 全息圖
    • KORE無線
    • Sierra Wireless (Semtech)
    • 泰利特辛泰隆
  • LPWA網絡
    • LoRaWAN 網絡
    • Sigfox 和網絡合作夥伴

第 4 章亞太地區

  • 區域市場趨勢
  • 移動運營商
    • 中國移動
    • 中國聯通
    • 中國電信
    • KDDI
    • KT
    • NTT Docomo
    • 新加坡電信
    • SK電訊
    • 軟銀
    • 澳洲電信
    • 沃達豐理念
  • 物聯網託管服務提供商
    • Plintron
    • 移遠通信
    • Soracom
    • 塔塔通訊公司
  • LPWA網絡
    • LoRa網絡
    • Sigfox 網絡

第 5 章中東和非洲

  • 區域市場趨勢
  • 移動運營商
    • e&
    • MTN
    • 奧雷多
    • 特克細胞
    • 沃達康
    • 扎因
  • 物聯網託管服務提供商
    • 輕彈開關
  • LPWA網絡
    • LoRa網絡
    • Sigfox 網絡

第六章衛星物聯網通信

  • 衛星物聯網網絡:簡介
  • 市場分析
  • 衛星物聯網運營商的市場份額
  • 歐洲衛星運營商
    • 天文廣播公司
    • 歐洲通信衛星組織
    • 國際海事衛星組織
    • 運動
    • 空白空間
    • 其他
  • 北美衛星運營商
    • 全球星
    • 開普勒通訊公司
    • Ligado 網絡
    • Orbcomm
    • Swarm 技術
    • 其他
  • 中國衛星運營商
    • 中國航天科技集團和中國航天科工集團
    • 通信衛星
    • 銀河空間
    • 主管航空航天
    • 其他
  • 其他全球衛星運營商
    • 艦隊空間技術
    • 創新空間
    • Myriota
    • 天空與太空公司
    • 蘇拉亞
    • 其他

第七章市場預測和趨勢

  • 行業趨勢
  • 區域市場
  • 按行業劃分的市場
    • 聯網汽車的興起
    • 遠程信息處理巨頭席捲車隊管理行業
    • 創造更智能、更安全城市的機遇
    • 智能電錶:在 2020 年代引入 LPWA
    • 資產跟蹤推動了第二波 LPWA 採用
    • 消費級跟蹤解決方案:具有大眾市場潛力
    • 互聯醫療保健惠及大眾
    • 家庭能源和電動汽車充電解決方案進入新的容量領域
  • 技術趨勢
    • 蜂窩技術主導無線物聯網
    • NB-IoT 部署仍集中在中國
    • RedCap:加速物聯網中 5G 的採用
    • 分佈式核心網絡推動全球物聯網連接服務
    • 專用蜂窩市場從小眾市場成長為龐大市場
    • eSIM 的採用加速
    • 移動運營商與衛星物聯網運營商合作擴大覆蓋範圍
  • 首字母縮寫詞和縮寫詞列表

Berg Insight estimates that the global number of cellular IoT subscribers increased by 27 percent during 2022 to reach 2.7 billion at the end of the year. Until 2027, the number of cellular IoT subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 15.4 percent to reach 5.4 billion at the end of the period. This report covers in-depth the mobile operator perspective on the global M2M/IoT communications market. Get up to date with the latest trends from all main regions and vertical markets with this unique 220-page report.

Highlights from the report:

  • 360-degree overview of the cellular IoT communications ecosystem.
  • Update on the adoption of 5G and LPWA standards for IoT networking.
  • Reviews of the IoT strategies of the leading mobile operators.
  • Summary of industry trends in all world regions.
  • IoT business KPIs for leading global mobile operators.
  • Statistical data on cellular IoT subscribers in all world regions.
  • Extensive global and regional market forecasts lasting until 2027.

Table of Contents

  • Table of Contents
  • List of Figures
  • Executive Summary

1 Wide Area Networks for the Internet of Things

  • 1.1 3GPP family of cellular technologies
    • 1.1.1 3GPP Release 13 - Introducing LTE-M and NB-IoT
    • 1.1.2 3GPP Release 14 - IoT enhancements and C-V2X
    • 1.1.3 3GPP Release 15 - The first phase of 5G specifications
    • 1.1.4 3GPP Release 16 - URLLC enhancements, IIoT features and 5G NR C-V2X
    • 1.1.5 3GPP Release 17 - RedCap and non-terrestrial network communications
    • 1.1.6 Network footprint
    • 1.1.7 2G/3G mobile networks
    • 1.1.8 4G mobile networks
    • 1.1.9 4G/5G mobile IoT networks (LTE-M and NB-IoT)
    • 1.1.10 5G mobile networks
  • 1.2 LPWA and satellite technologies
    • 1.2.1 LoRa
    • 1.2.2 Sigfox
    • 1.2.3 Satellite networks
  • 1.3 IoT networking platforms
    • 1.3.1 IoT connectivity management platforms
    • 1.3.2 SIM solutions and embedded UICC
  • 1.4 International coverage and alliances
    • 1.4.1 Roaming and international coverage
    • 1.4.2 Mobile operator alliances

2 Europe

  • 2.1 Regional market trends
    • 2.1.1 Western Europe
    • 2.1.2 Central and Eastern Europe
  • 2.2 Mobile operators
    • 2.2.1 A1 Telekom Austria
    • 2.2.2 Altice Group
    • 2.2.3 Bouygues Telecom
    • 2.2.4 BT Group
    • 2.2.5 CK Hutchison Group Telecom
    • 2.2.6 Deutsche Telekom
    • 2.2.7 KPN
    • 2.2.8 MegaFon
    • 2.2.9 MTS
    • 2.2.10 Orange
    • 2.2.11 Manx Telecom
    • 2.2.12 POST Luxembourg
    • 2.2.13 Proximus
    • 2.2.14 Tele2
    • 2.2.15 Telecom Italia
    • 2.2.16 Telefónica
    • 2.2.17 Telenor
    • 2.2.18 Telia Company
    • 2.2.19 Vodafone
  • 2.3 IoT managed service providers
    • 2.3.1 1NCE
    • 2.3.2 1oT
    • 2.3.3 Airnity
    • 2.3.4 BICS
    • 2.3.5 Caburn Group (CSL Group)
    • 2.3.6 Com4 (Wireless Logic)
    • 2.3.7 Cubic Telecom
    • 2.3.8 CSL Group
    • 2.3.9 EMnify
    • 2.3.10 Eseye
    • 2.3.11 floLIVE
    • 2.3.12 Freeeway
    • 2.3.13 iBASIS
    • 2.3.14 Onomondo
    • 2.3.15 Pelion
    • 2.3.16 Pod Group (Giesecke+Devrient)
    • 2.3.17 Transatel
    • 2.3.18 Truphone
    • 2.3.19 Velos IoT
    • 2.3.20 Wireless Logic
  • 2.4 LPWA networks
    • 2.4.1 LoRa networks
    • 2.4.2 Sigfox and network partners

3 The Americas

  • 3.1 Regional market trends
    • 3.1.1 United States and Canada
    • 3.1.2 Brazil
    • 3.1.3 Rest of Latin America
  • 3.2 Mobile operators
    • 3.2.1 AT&T
    • 3.2.2 Bell
    • 3.2.3 Verizon
    • 3.2.4 T-Mobile USA
    • 3.2.5 Rogers Communications
    • 3.2.6 TELUS
    • 3.2.7 América Móvil
    • 3.2.8 Vivo and Telefónica Hispam
    • 3.2.9 Other mobile operators in Latin America
  • 3.3 IoT managed service providers
    • 3.3.1 Aeris
    • 3.3.2 Blues Wireless
    • 3.3.3 Hologram
    • 3.3.4 KORE Wireless
    • 3.3.5 Sierra Wireless (Semtech)
    • 3.3.6 Telit Cinterion
  • 3.4 LPWA networks
    • 3.4.1 LoRaWAN networks
    • 3.4.2 Sigfox and network partners

4 Asia-Pacific

  • 4.1 Regional market trends
    • 4.1.1 China
    • 4.1.2 Japan and South Korea
    • 4.1.3 Australia and New Zealand
    • 4.1.4 India
    • 4.1.5 Southeast Asia
  • 4.2 Mobile operators
    • 4.2.1 China Mobile
    • 4.2.2 China Unicom
    • 4.2.3 China Telecom
    • 4.2.4 KDDI
    • 4.2.5 KT
    • 4.2.6 NTT Docomo
    • 4.2.7 Singtel
    • 4.2.8 SK Telecom
    • 4.2.9 SoftBank
    • 4.2.10 Telstra
    • 4.2.11 Vodafone Idea
  • 4.3 IoT managed service providers
    • 4.3.1 Plintron
    • 4.3.2 Quectel
    • 4.3.3 Soracom
    • 4.3.4 Tata Communications
  • 4.4 LPWA networks
    • 4.4.1 LoRa networks
    • 4.4.2 Sigfox networks

5 Middle East & Africa

  • 5.1 Regional market trends
    • 5.1.1 Middle East
    • 5.1.2 Africa
  • 5.2 Mobile operators
    • 5.2.1 e&
    • 5.2.2 MTN
    • 5.2.3 Ooredoo
    • 5.2.4 Turkcell
    • 5.2.5 Vodacom
    • 5.2.6 Zain
  • 5.3 IoT managed service providers
    • 5.3.1 Flickswitch
  • 5.4 LPWA networks
    • 5.4.1 LoRa networks
    • 5.4.2 Sigfox networks

6 Satellite IoT Communications

  • 6.1 Introduction to satellite IoT networks
  • 6.2 Market analysis
  • 6.3 Satellite IoT operator market shares
  • 6.4 European satellite operators
    • 6.4.1 Astrocast
    • 6.4.2 Eutelsat
    • 6.4.3 Inmarsat
    • 6.4.4 Kineis
    • 6.4.5 Lacuna Space
    • 6.4.6 Additional satellite connectivity providers
  • 6.5 North American satellite operators
    • 6.5.1 Globalstar
    • 6.5.2 Iridium
    • 6.5.3 Kepler Communications
    • 6.5.4 Ligado Networks
    • 6.5.5 Orbcomm
    • 6.5.6 Swarm Technologies
    • 6.5.7 Additional satellite connectivity providers
  • 6.6 Chinese satellite operators
    • 6.6.1 CASC and CASIC
    • 6.6.2 Commsat
    • 6.6.3 Galaxy Space
    • 6.6.4 Head Aerospace
    • 6.6.5 Additional satellite connectivity providers
  • 6.7 Rest of World satellite operators
    • 6.7.1 Fleet Space Technologies
    • 6.7.2 Innova Space
    • 6.7.3 Myriota
    • 6.7.4 Sky and Space Company
    • 6.7.5 Thuraya
    • 6.7.6 Additional satellite connectivity providers

7 Market Forecasts and Trends

  • 7.1 Industry trends
    • 7.1.1 Top ten mobile operators manage 2.3 billion cellular IoT subscribers
    • 7.1.2 IoT revenues continue to grow slower than connections
    • 7.1.3 IoT managed service providers connect 150+ million cellular devices
    • 7.1.4 International carriers enter the cellular IoT market
    • 7.1.5 New entrants disrupt distribution channels
    • 7.1.6 IoT MVNOs are driving consolidation in the IoT connectivity market
  • 7.2 Geographic markets
    • 7.2.1 Global market summary
    • 7.2.2 Europe
    • 7.2.3 North America
    • 7.2.4 Latin America
    • 7.2.5 Asia-Pacific
    • 7.2.6 Middle East & Africa
  • 7.3 Vertical markets
    • 7.3.1 Connected cars on the rise
    • 7.3.2 Telematics giants increasingly dominate the fleet management industry
    • 7.3.3 The opportunity to create smarter and safer cities
    • 7.3.4 Smart metering turns to new LPWA options for deployments in the 2020s
    • 7.3.5 Asset tracking to drive the second wave of LPWA deployments
    • 7.3.6 Consumer-grade tracking solutions have mass-market potential
    • 7.3.7 Connected healthcare reaches the masses
    • 7.3.8 Home energy and EV charging solutions to become new volume segments
  • 7.4 Technology trends
    • 7.4.1 Cellular technologies dominate wireless IoT
    • 7.4.2 NB-IoT deployments remain concentrated to China
    • 7.4.3 RedCap will accelerate the adoption of 5G in IoT
    • 7.4.4 Distributed core networks facilitate global IoT connectivity services
    • 7.4.5 Private cellular to grow from a niche into a substantial market
    • 7.4.6 eSIM adoption is gathering pace
    • 7.4.7 Mobile operators partner with satellite IoT players to extend coverage
  • List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: Comparison of LTE-M and NB-IoT specifications
  • Figure 1.2: Technology positioning of RedCap in relation to eMBB, URLLC and mMTC
  • Figure 1.3: The number of LTE-M and NB-IoT networks (World 2018-2022)
  • Figure 1.4: Select Sigfox network operators by country
  • Figure 1.5: MSS operator data services and coverage
  • Figure 1.6: IoT connectivity management platform by mobile operator (Q4-2022)
  • Figure 1.7: Comparison between traditional SIM and eUICC lifecycle models
  • Figure 1.8: Mobile operator M2M/IoT alliances (Q2-2023)
  • Figure 2.1: Europe cellular IoT connectivity market data (Q4-2022)
  • Figure 2.2: Western Europe cellular IoT connectivity market data (Q2-2022)
  • Figure 2.3: Germany cellular IoT connectivity market data (2019-2022)
  • Figure 2.4: Italy cellular IoT connectivity market data (2018-2022)
  • Figure 2.5: France cellular IoT connectivity market data (2018-2022)
  • Figure 2.6: UK cellular IoT connectivity market data (2017-2021)
  • Figure 2.7: Spain & Portugal cellular IoT connectivity market data (2018-2022)
  • Figure 2.8: Benelux cellular IoT market connectivity data (2018-2022)
  • Figure 2.9: Nordics cellular IoT market connectivity data (2018-2022)
  • Figure 2.10: Sweden cellular IoT data traffic and revenues (2019-2022)
  • Figure 2.11: Central & Eastern Europe cellular IoT connectivity market data (Q2-2022)
  • Figure 2.12: Russia cellular IoT market data (2018-2022)
  • Figure 2.13: Orange cellular IoT subscribers by country (2017-2022)
  • Figure 2.14: Telefónica cellular IoT connections by country (2017-2022)
  • Figure 2.15: Financial data for Telenor Connexion (2021-2022)
  • Figure 2.16: Telia Company IoT subscribers by country (2018-2022)
  • Figure 2.17: IoT managed service providers in Europe by installed base (Q4-2022)
  • Figure 2.18: Eseye's SMARTconnect solution
  • Figure 2.19: Eseye's Infinity IoT Connectivity Management Platform
  • Figure 2.20: The floCONTROL dashboard
  • Figure 2.21: Public LoRaWAN network operators in Europe (Q2-2023)
  • Figure 2.22: Sigfox network operators in Europe (Q2-2023)
  • Figure 3.1: The Americas cellular IoT connectivity market data (Q4-2022)
  • Figure 3.2: US cellular IoT connectivity market data (2018-2022)
  • Figure 3.3: Brazil cellular IoT market connectivity data (2018-2022)
  • Figure 3.4: Estimated number of IoT subscribers in Latin America ex. Brazil (2022)
  • Figure 3.5: Telefónica cellular IoT connections in Latin America by country (2018-2022)
  • Figure 3.6: IoT managed service providers in North America by installed base (2022)
  • Figure 3.7: Public LoRaWAN network operators in the Americas (Q2-2023)
  • Figure 3.8: Amazon Sidewalk network coverage
  • Figure 3.9: Total onboarded Helium LoRaWAN gateways
  • Figure 3.10: Sigfox network operators in the Americas (Q2-2023)
  • Figure 4.1: Asia-Pacific cellular IoT connectivity market data (Q4-2022)
  • Figure 4.2: China cellular IoT connectivity market data (2018-2022)
  • Figure 4.3: Japan cellular IoT connectivity market data (2018-2022)
  • Figure 4.4: Cellular IoT subscribers by application category (South Korea, Q4-2022)
  • Figure 4.5: China Mobile IoT business KPIs (2018-2022)
  • Figure 4.6: China Unicom IoT business KPIs (2018-2022)
  • Figure 4.7: China Telecom IoT business KPIs (2018-2022)
  • Figure 4.8: Telstra IoT business KPIs (2017-2022)
  • Figure 4.9: IoT managed service providers in Asia-Pacific by installed base (2022)
  • Figure 4.10: Public LoRaWAN network operators in Asia-Pacific (Q2-2023)
  • Figure 4.11: Sigfox network operators in Asia-Pacific (Q2-2023)
  • Figure 5.1: Middle East & Africa cellular IoT connectivity market data (Q2-2022)
  • Figure 5.2: Turkey cellular IoT market connectivity data (2018-2022)
  • Figure 5.3: Vodacom IoT business KPIs (FY2019-FY2023)
  • Figure 5.4: Public LoRaWAN network operators in Middle East & Africa (Q2-2023)
  • Figure 5.5: Sigfox network operators in Middle East & Africa (Q2-2023)
  • Figure 6.1: The main satellite orbits
  • Figure 6.2: Satellite network operators by IoT subscriber base (Q4-2022)
  • Figure 7.1: Top 10 mobile operators by IoT connections (World Q4-2022)
  • Figure 7.2: Top mobile operators by IoT connectivity revenues (World 2022)
  • Figure 7.3: Top 10 IoT managed service providers by IoT connections (Q4-2022)
  • Figure 7.4: Merger & acquisition activity in the IoT connectivity market (2017-2023)
  • Figure 7.5: Key regional markets for cellular IoT (Q4-2022)
  • Figure 7.6: Monthly ARPU data for cellular IoT by country (2022)
  • Figure 7.7: Cellular IoT subscriber forecast, by region (World 2021-2027)
  • Figure 7.8: Cellular IoT connectivity revenue forecast, by region (World 2021-2027)
  • Figure 7.9: Cellular IoT subscriber forecast, by vertical (Europe 2021-2027)
  • Figure 7.10: Cellular IoT connectivity revenue forecast, by vertical (Europe 2021-2027)
  • Figure 7.11: Cellular IoT subscriber forecast, by vertical (NA 2021-2027)
  • Figure 7.12: Cellular IoT connectivity revenue forecast, by vertical (NA 2021-2027)
  • Figure 7.13: Cellular IoT subscriber forecast, by vertical (LATAM 2021-2027)
  • Figure 7.14: Cellular IoT connectivity revenue forecast, by vertical (LATAM 2021-2027)
  • Figure 7.15: Cellular IoT subscriber forecast, by vertical (APAC 2021-2027)
  • Figure 7.16: Cellular IoT connectivity revenue forecast, by vertical (APAC 2021-2027)
  • Figure 7.17: Cellular IoT subscriber forecast, by vertical (MEA 2021-2027)
  • Figure 7.18: Cellular IoT connectivity revenue forecast, by vertical (MEA 2021-2027)
  • Figure 7.19: Cellular IoT subscriber forecast, by vertical (World 2021-2027)
  • Figure 7.20: Cellular IoT connectivity revenue forecast, by vertical (World 2021-2027)
  • Figure 7.21: Top five cellular IoT connectivity providers for connected cars (Q4-2022)
  • Figure 7.22: Top 25 international providers of fleet management solutions (Q4-2021)
  • Figure 7.23: Cellular IoT connections by network technology (World 2021-2027)
  • Figure 7.24: Non-cellular IoT connections by technology (World 2021-2027)
  • Figure 7.25: Cost comparison between high-speed 4G LTE modules and 5G modules
  • Figure 7.26: eSIM shipments (World 2018-2022)
  • Figure 7.27: Announced satellite IoT partnerships