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市場調查報告書

物聯網 (IoT)

The Internet of Things

出版商 Juniper Research 商品編碼 245719
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
價格
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物聯網 (IoT) The Internet of Things
出版日期: 2015年07月29日 內容資訊: 英文
簡介

本報告提供物聯網 (IoT) 未來的產業機會的展望和收益化的可能性相關調查、消費者、產業、公共服務的IoT的主要用途、經營模式、實行及發展策略、主要技術及安全模式、市場規模 (裝機量、設備收益、業務收益等) 分析、預測、主要經營者簡介等彙整資料。

第1部分 市場趨勢、競爭環境

第1章 「Internet of Change (變化的網際網路)」

  • 網際網路的發展
  • IoT (Internet of Things) 定義
  • IoT架構
  • IoT的重要性
    • 消費者
    • 產業
    • 公共服務
  • IoT的影響
  • 成長推進因素、趨勢、規定

第2章 收益化及實行的策略

  • 簡介
    • 消費者取向IoT
      • 智慧家庭
      • 案例研究:SmartThings Open Cloud
      • 連網汽車
      • 案例研究:NVIDIA Drive PX
      • 醫療
      • Apple Watch
    • 產業的IoT
      • 零售業
      • 工業
      • 案例研究:米其林 EFFIFUEL
      • 建築物
      • 案例研究:HCL Building automation
      • 案例研究:米其林 EFFIFUEL
    • 公共部門IoT
      • 路燈
      • 案例研究:SIGFOX
      • 能源
      • 案例研究:丹麥的智慧電網
  • 第3章 IoT相關利益者分析
  • 簡介
  • 供應商矩陣
  • 有影響力的企業
  • 相關利益者分析
    • Dialog Semiconductor
    • Ericsson
    • Gemalto
    • General Electric
    • Huawei
    • Intel
    • Jasper
    • Marvell
    • SIGFOX
    • Splunk
    • TeleCommunication Systems
    • Xively
      • 企業簡介
      • 營業地區
      • 主要客戶、策略性聯盟
      • 產品與服務
      • Juniper的見解:主要的優勢、策略性發展機會

第2部分 市場規模、預測

第1章 「Internet of Change (變化的網際網路)」

  • 簡介
  • IoT (Internet of Things) 定義
  • IoT架構
  • IoT的重要性

第2章 預測:摘要

  • 簡介
    • 設備
    • 設備 & 收益模式
  • 設備:摘要
    • 消費者取向IoT設備
    • 其他IoT設備
    • 全設備的裝機量等

第3章 消費者取向IoT的預測

  • 簡介
  • 智慧家庭
    • 調查手法、前提條件
    • 設備
    • 業務收益
  • 消費者取向連網汽車
    • 調查手法、前提條件
    • 連網汽車
    • 業務收益
  • 數位醫療保健
    • 調查手法、前提條件
    • 設備
    • 業務收益

第4章 產業用IoT的預測

  • 簡介
  • 零售
    • 調查手法、前提條件
    • 設備
    • 零售支出額
  • 農業
    • 調查手法、前提條件
    • 設備
    • 實質價值
  • 商用、產業用大樓
    • 調查手法、前提條件
    • 設備
    • BEMS收益

第5章 公共服務IoT的預測

  • 簡介
  • 路燈
    • 調查手法、前提條件
    • 設備
    • LED支出額
  • 智慧電表&電網自動化
    • 調查手法、前提條件
    • 設備
    • 智慧電網的價值

第3部分 快速指南

第1章 快速指南:IoT的技術和安全性

  • 簡介
  • 各種技術
    • 低功率技術
      • Bluetooth Low Energy/Bluetooth Smart
      • ZigBee & Z-Wave
      • LTE-M (2017)
    • 寬頻技術
      • DSL
      • Fibre-Optic & 電纜網際網路
      • 3G/LTE
  • 安全
    • 攻擊的先進化
    • 軟體的漏洞和人為錯誤
    • 降低策略
      • 威脅的檢測
      • 防護牆方法
      • 系統壽命

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄

Overview

Juniper Research has a strong track record in assessing the future business opportunities and monetisation potential for new technologies and markets. Juniper's research on the Internet of Things sets the standard for research into this fast moving space.

Juniper's IoT (Internet of Things) research provides a comprehensive perspective on the three key market segments encompassing IoT applications: Consumer, Industrial and Public Services. It provides a segment-by-segment breakdown of how stakeholders can maximise the IoT opportunity.

Key Features

  • Analysis across three key market segments: Consumer, Industrial and Public Services
    • Consumer: Smart Home, Connected Vehicles, Healthcare
    • Industrial: Retail, Connected Buildings, Agriculture
    • Public Services: Street Lighting and Smart Metering & Smart Grid Distribution Automation
  • Business model, implementation & road map strategies for stakeholders.
  • Analysis of key technologies and IoT security models.
  • Interviews with leading players, including
    • Dialog Semiconductor
    • Gemalto
    • Intel
    • Jasper
    • Marvell
    • SIGFOX
    • Splunk
    • TeleCommunication Systems
    • Xively
  • Key player capability and capacity assessment, together with market positioning matrix.
  • Market forecasts for IoT adoption, devices, spend, revenue and cost-savings across consumer, industrial and public services segments.

Key Questions

  • 1. What is the IoT and how is it a disruptive concept?
  • 2. How will the IoT impact consumer, industrial & public services markets?
  • 3. Which sector will derive the most value from the IoT?
  • 4. What are the primary challenges facing progression of the IoT?
  • 5. What strategies should be implemented to maximise the potential of the IoT?

Companies Referenced

Interviewed: Dialog Semiconductor, Gemalto, Intel, Jasper Technologies, Marvell Technology Group, SIGFOX, Splunk, TCS (TeleCommunication Systems), Xively.

Profiled: Dialog Semiconductor, Ericsson Gemalto, GE (General Electric), Huawei, Intel, Jasper Technologies, Marvell Technology Group, SIGFOX, Splunk, TCS (TeleCommunication Systems), Xively.

Case Studied: Cisco, Diageo, HCL, Michelin, Microsoft, NVIDIA, SIGFOX, SmartThings, Xerox.

Mentioned: ABB, Accenture, Adobe, Aerea, Agence Parisienne du Climat, AirStrip, Alcatel-Lucent, Alere, AllSeen Alliance, Alstom, AMA, Amazon, Anyware Technologies, Apache, Apple, Arendi, ARM, ARPANET (Advanced Research Projects Agency Network), Arqiva, AT&T, ATIM, Atmel, Audi, AvantWave, Axalto, Banco Santander, Biolabs, BioTelemetry, Blackberry, Blue Coat, Bluetooth SIG (Special Interest Group), Boeing, Bosch, Broadcom, CarePointe, Caspida, Celeno, Cellnex, China Mobile, Cigna, Cinterion, Citrix, Connected Health, Dell, Deloitte, DrPeering, eCardio, Eclipse, EnergiNet, Enterprise Mobility Services, Eurosmart, F5 Networks, FAO (Food and Agriculture Organization), Frost Data Capital, Gigaset, Goldman Sachs, Google, Hadoop, Healthrageous, Heroku, Hitachi, Honeywell, Humana, IBM, IEEE (Institute of Electrical and Electronics Engineers), INRIA, Intel Internet of Things Solutions Alliance, Intent Technologies, ITU (International Telecommunication Union), iWatt, Juniper Networks, Libelium, LifeWatch, LogMeIn, Lutron Electronics, Medicare, Mitsumi, Murata, Narrownet, Nest, Neul, New England Biolabs, Nissan, Nokia, NSA, NTT DoCoMo, Ofcom, OnStar, Open Interconnect Consortium, Oracle, Palo Alto Networks, Panasonic, Pivotal, Qualcomm, RAND, Red Hat, Samsung, SAP, Schlumberger, Schneider Electric, Seagate, Sendmail, Siemens, Sigma Designs, Silicon Labs, Sinotech Electronics, SK Telecom, Softbank, Songas, Sony, Sprint, Stuxnet, Supply Chain, TeleAtlas, TeliaSonera, Telus, TES Electronics Solutions, Texas Instruments, Thinfilm, ThingWorx, Three, United Healthcare, US Cellular, Verifone, Verizon, VMWare, Vodafone , Western Digital, Wheaton Franciscan, Wind River, World Bank, ZigBee Alliance.

Data & Interactive Forecast

Juniper Research's highly granular interactive excels enable clients to manipulate Juniper's forecast data and charts to test their own assumptions using the Interactive Scenario Tool; and compare select markets 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.

Forecast suite includes:

  • Updated forecasts for 11 countries including: Canada, China, Denmark, Germany, Japan, Norway, Portugal, Spain, Sweden, UK, USA, as well as 8 Key Regions.
  • IoT Devices
    • Consumer Devices
    • All Other IoT Devices
  • Consumer Market
    • Smart Home, Connected Vehicles, Digital Health Monitoring
    • Devices and Service Revenues
  • Industrial Market
    • Retail, Connected Buildings, Agriculture
    • Devices, Spend and Net Value-Added
  • Public Services Market
    • Smart Street Lighting, Smart Metering, Smart Grid Distribution Automation
    • Devices, Spend and Cost-Avoidance
  • Interactive Scenario Tool allowing user the ability to manipulate Juniper's data for 12 different metrics.
  • Access to the full set of forecast data of 116 tables and over 15,000 datapoints.

Table of Contents

1. Market Trends & Competitive Landscape

1. The Internet of Change

  • 1.1. An Internet in Evolution
    • Figure 1.1: Juniper Phased Evolution Model: Internet
  • 1.2. Definition of the Internet of Things
  • 1.3. Framework for the IoT
    • Figure 1.2: IoT Device Framework
  • 1.4. Why an IoT
    • 1.4.1. Consumer
      • i. Use Case Scenario: Energy Efficiency & Expanding beyond the Insular
        • Figure 1.3: Smart Thermostat Data Inputs
    • 1.4.2. Industrial
      • i. Case Study: Diageo
        • Figure 1.4: Diageo/thinfiIm NFC ‘Smart Bottle' solution
    • 1.4.3. Public Services
      • i. Case Study: Barcelona Smart Water
  • 1.5. IoT Implications
    • Figure 1.5: IoT Benefits by Segment
    • Figure 1.6: IoT Scale &Impact by Segment
  • 1.6. Drivers, Trends & Constraints
    • Figure 1.7: IoT Drivers, Trends & Constraints
    • 1.6.1. Drivers
      • i. Technological
        • Figure 1.8: US Internet Transit Costs 1998-2015
      • ii. Customer
      • iii. Service Provider
    • 1.6.2. Trends
      • i. Technological
      • ii. Customer
      • iii. Case Study: Microsoft Continuum
      • iv. Service Provider
    • 1.6.3. Constraints
      • i. Technological
        • Figure 1.9: IoT Standards
      • ii. Case Study: Cisco Fog Computing
      • iii. Customer
      • iv. Case Study: PARC Content Centric Networking
        • Figure 1.10: TCP/IP & CCN Protocol Stacks
      • v. Service Provider

2. Monetization & Implementation Strategies

  • 2.1. Introduction
    • 2.1.1. Consumer IoT
      • i. The Smart Home
        • Figure 2.1: Juniper Road Mapping-Smart Home
      • ii. Case Study: SmartThings Open Cloud
        • Table 2.2: Smart Home Business Models
      • iii. Connected Vehicles
        • Figure 2.3: Juniper Road Mapping - Connected Car Service Development
      • iv. Case Study: NVIDIA Drive PX
        • Figure 2.4: Telematics Billing Scenarios
        • Figure 2.5: Current Services Enabled through Telematics
      • v. Healthcare
        • Figure 2.6: Juniper Road Mapping - Digital Healthcare Development
      • vi. Apple Watch, Not Quite There Yet
    • 2.1.2. Industrial IoT
      • i. Retail
        • Figure 2.7: Juniper Road Mapping - Retail
        • Figure 2.8: Juniper Retail Ecosystem - IoT
        • Figure 2.9: RFID vs Barcode asset Tracking
      • ii. Industry
        • Figure 2.10: Juniper Road Mapping -Industry
        • Figure 2.11: IoT Implementation Stages
      • iii. Case Study: Michelin EFFIFUEL
      • iv. Buildings
        • Figure 2.12: Juniper Road Mapping - Buildings
      • v. Case Study: HCL Building automation
        • Figure 2.13: HCL Building automation
        • Figure 2.10: Juniper Road Mapping - Industry
        • Figure 2.11: IoT Implementation Stages
      • iii. Case Study: Michelin EFFIFUEL
      • iv. Buildings
        • Figure 2.12: Juniper Road Mapping - Buildings
    • 2.1.3. Public Services IoT
      • i. Street Lighting
        • Figure 2.14: Juniper Road Mapping - Street Lighting
      • ii. Case Study: SIGFOX
      • iii. Energy
        • Figure 2.15: Juniper Road Mapping - Smart Grid
      • iv. Case Study: Smart Grid, Denmark
      • v. Case Study:
        • Figure 2.16: Danish Smart Grid architecture

3. IoT Stakeholder Analysis

  • 3.1. Introduction
  • 3.2. Vendor Matrix
    • Table 3.1: Vendor Capability assessment Criteria
    • 3.2.1. Limitations &Interpretation
    • 3.2.2. Positioning Matrix Results
      • Figure 3.2: IoT Stakeholder Scoring Matrix
      • Figure 3.3: IoT Stakeholder Positioning Matrix
    • 3.2.3. Stakeholder Groupings
      • i. Summary
      • ii. Stakeholders On Track
      • iii. Stakeholders Exceeding Expectations
      • iv. Stakeholders with Further Potential
  • 3.3. IoT Movers and Shakers
  • 3.4. Stakeholder Analysis
    • 3.4.1. Dialog Semiconductor
      • i. Corporate Profile
        • Figure 3.4: Dialog Semiconductor Revenues 2011-2014 ($m)
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partners hips
      • iv. Products & Services
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.2. Ericsson
      • i. Corporate Profile
        • Table 3.5: Ericsson Net Sales per Segment (SEKm/$m)
      • ii. Geographic Spread
      • iii. Key Clients & Partnerships
      • iv. Products & Services
        • Figure 3.6: Ericsson Radio Dot
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.3. Gemalto
      • i. Corporate
        • Figure 3.7: Gemalto Revenue 2011-2014 ($m)
      • ii. Geographic Spread
      • iii. Key Clients & Partnerships
      • iv. Products & Services
        • Figure 3.8: Gemalto M2M application Enablement Platform
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.4. General Electric
      • i. Corporate Profile
        • Figure 3.9: GE Consolidated Revenues 2012-2014 ($bn)
        • Figure 3.10: GE Business Structure
      • ii. Geographic Spread
      • iii. Key Clients & Partnerships
      • iv. Products & Services
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.5. Huawei
      • i. Corporate Profile
        • Figure 3.11: Huawei Revenues 2011-2014 ($m)
      • ii. Geographic Spread
      • iii. Key Clients & Partnerships
      • iv. Products & Services
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.6. Intel
      • i. Corporate Profile
        • Figure 3.12: Intel Revenues ($m) 2012-2014
      • i. Corporate Profile
      • ii. Geographic Spread
      • iii. Key Clients & Partnerships
      • iv. Products & Services
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.7. Jasper
      • i. Corporate Profile
      • ii. Geographic Spread
      • iii. Key Clients & Partnerships
      • iv. Products & Services
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.8. Marvell
      • i. Corporate Profile
        • Figure 3.13: Marvell Revenues 2011-2015 ($m)
      • ii. Geographic Spread
      • iii. Key Clients & Partnerships
      • iv. Products & Services
        • Figure 3.14: Marvell 88MZ100 ZigBee Block Diagram
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.9. SIGFOX
      • i. Corporate Profile
      • ii. Geographic Spread
      • iii. Key Clients & Partnerships
      • iv. Products & Services
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.10. Splunk
      • i. Corporate Profile
      • ii. Geographic Spread
        • Figure 3.15: Splunk Revenue 2011-2015 ($m), Split by Income Stream
      • iii. Geographic Spread
      • iv. Key Clients & Partnerships
      • v. Products & Services
      • vi. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.11. TeleCommunication Systems
      • i. Corporate Profile
      • ii. Geographic Spread
      • iii. Key Clients & Strategic Partnerships
        • Figure 3.16: TCS Revenues 2011-2014 ($m)Split by Business Unit
      • iv. Products & Services
        • Figure 3.17: TCS Location Services Venn
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities
    • 3.4.12. Xively
      • i. Corporate Profile
        • Figure 3.18: LogMeln Revenues 2011-2014 ($m)
      • ii. Geographic Spread
      • iii. Key Clients & Partnerships
      • iv. Products & Services
      • v. Juniper's View: Key Strengths & Strategic Development Opportunities

2. Market Sizing & Forecasts

1. The Internet of Change

  • 1.1. Introduction
    • Figure 1.1: Phased Evolution of the Internet
  • 1.2. Definition of the Internet of Things
  • 1.3. Framework for the IoT
    • Figure 1.2: IoT Device Framework
  • 1.4. Why an IoT?

2. Forecast Summary

  • 2.1. Introduction
    • 2.1.1. Devices
    • 2.1.2. Devices & Revenue Model
  • 2.2. Devices Summary
    • 2.2.1. Consumer IoT Devices
    • 2.2.1. Consumer IoT Devices
      • Figure & Table 2.1: Total Installed Base Consumer Devices (m) Split by 8 Key Regions 2015-2020
    • 2.2.2. Other IoT Devices
      • Figure & Table 2.2: Total Installed Base Other IoT Devices (m) Split by 8 Key Regions 2015-2020
    • 2.2.3. Total Device Installed Base
      • Figure & Table 2.3: Total IoT Device Installed Base (m)Split by 8 Key Regions 2015-2020
    • 2.2.4. IoT Value - Devices
      • Figure & Table 2.4: Total IoT Devices, Revenue Modelled, Split by Segment 2015-2020
    • 2.2.5. Total IoT Value

3. Consumer IoT Forecasts

  • 3.1. Introduction
    • Figure & Table 2.5: Total IoT Value ($m) Split by Segment 2015-2020
  • 3.2. The Smart Home
    • 3.2.1. Methodology & Assumptions
      • Figure 3.1: Smart Home Methodology
    • 3.2.2. Devices
      • Figure & Table 3.2: IoT Connected Smart Home Devices (m)Split by 8 Key Regions 2015-2020
    • 3.2.3. Service Revenues
      • Figure & Table 3.3: IoT Smart Home Service Revenues ($bn) Split by 8 Key Regions 2015-2020
  • 3.3. Connected Consumer Vehicles
    • 3.3.1 Connected Consumer Vehicle Methodology & Assumptions
      • Figure 3.4: Connected Consumer Vehicles Methodology
    • 3.3.2. Connected Vehicles
      • Figure &Table 3.5: Total Consumer Vehicles with Installed Telematics (m)Split by 8 Key Regions 2015-2020
    • 3.3.3. Service Revenues
      • Figure & Table 3.6: Consumer Vehicle Telematics Service Revenue ($bn) Split by 8 Key Regions 2015-2020
  • 3.4. Digital Healthcare
    • 3.4.1. Methodology & Assumptions
      • Figure 3.7: Digital Healthcare Methodology
    • 3.4.2. Devices
      • Figure & Table 3.8: Total Digital Healthcare Remote Monitoring Devices (m)Split by 8 Key Regions 2015-2020
    • 3.4.3. Service Revenue
      • Figure & Table 3.9: Digital Health Monitoring Service Revenue ($m) Split by 8 Key Regions 2015-2020

4. Industrial IoT Forecasts

  • 4.1. Introduction
  • 4.2. Retail
    • 4.2.1. Methodology & Assumptions
      • Figure 4.1: Retail IoT Methodology- RFID & Beacons
    • 4.2.2. Devices
      • Figure & Table 4.2: Combined RFID & Bluetooth Beacon Installed Base (m)Split by 8 Key Regions 2015-2020
    • 4.2.3. Retail Spend
      • Figure & Table 4.3: Combined Retail RFID & Bluetooth Beacon Hardware & Implementation Spend ($m) Split by 8 Key Regions 2015-2020
  • 4.3. Agriculture
    • 4.3.1. Methodology & Assumptions
      • Figure 4.4: IoT in Agriculture Methodology
    • 4.3.2. Devices
      • Figure & Table 4.5: Total Farmland Sensors Used for Soil & Weather Monitoring Analytics (m) Split by 8 Key Regions 2015-2020
    • 4.3.3. Net Value
      • Figure & Table 4.6: Net Value-Add Through Crop-Monitored Farming ($m) Split by 8 Key Regions 2015-2020
  • 4.4. Commercial & Industrial Buildings
    • 4.4.1. Methodology & Assumptions
      • Figure 4.7: Commercial & Industrial BEMS Methodology
    • 4.4.2. Devices
      • Figure & Table 4.8: Total Installed Sensors for Advanced BEMS, Commercial & Industrial Facilities (m) Split by 8 Key Regions 2015-2020
    • 4.4.3. BEMS Revenue
      • Figure & Table 4.9: Total Advanced BEMS System Revenue ($m) Split by 8 Key Regions 2015-2020

5. Public Services IoT Forecasts

  • 5.1. Introduction
  • 5.2. Street Lighting
    • 5.2.1. Methodology & Assumptions
      • Figure 5.1: Smart LED Street Lighting Methodology
    • 5.2.2. Devices
      • Figure & Table 5.2: Total Connected LED Street Lighting Sensors (m) Split by 8 Key Regions 2015-2020
    • 5.2.3. LED Spend
      • Figure & Table 5.3: Total Annual LED + Microcontroller Street Light Spend ($m) Split by 8 Key Regions 2015-2020
  • 5.3. Smart Metering & Grid Automation
    • 5.3.1. Methodology & Assumptions
      • Figure 5.4: Smart Metering & DA Methodology
    • 5.3.2. Devices
      • Figure & Table 5.5: Total Installed Base of Smart Meters & DA Sensors & Devices (m) Split by 8 Key Regions 2015-2020
    • 5.3.3. Smart Grid Value
      • Figure & Table 5.6: Smart Grid Net Value ($bn) Split by 8 Key Regions 2015-2020

3. A Quick Guide

1. A Quick Guide to IoT Technologies & Security

  • 1.1. Introduction
  • 1.2. Technologies
    • Figure 1.1: Juniper Road Mapping - IoT Technology & Communications
    • 1.2.1. Low Power Technologies
      • Figure 1.2: Libelium Agricultural Sensor
      • i. Bluetooth Low Energy/Bluetooth Smart
        • Figure 1.3: BLE Power Consumption, Libelium Waspmote Module, Single Data Transmission Frame
        • Figure 1.4: Bluetooth Version Specifications: Classic OR High Speed Combined with Low Energy Stack
      • ii. ZigBee & Z-Wave
        • Table 1.5: ZigBee and Z-Wave Evaluation
      • iii. LTE-M (2017)
    • 1.2.2. Broadband Technologies
      • i. DSL
      • ii. Fibre-Optic & Cable Internet
      • iii. 3G/LTE
  • 1.3. Security
    • 1.3.1. Attack Sophistication
    • 1.3.2. Software & Human Vulnerabilities
      • i. Software Vulnerabilities
      • ii. Human Error
    • 1.3.3. Mitigation
      • i. Threat Detection
      • ii. Employ a Bulkhead Approach
      • iii. System Longevity
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