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蜂窩物聯網和低功耗廣域網路 (LPWAN) 模組的成長機會
市場調查報告書
商品編碼
1368202

蜂窩物聯網和低功耗廣域網路 (LPWAN) 模組的成長機會

Cellular IoT and Low-power Wide-area Network (LPWAN) Modules Growth Opportunities
出版日期: | 出版商: Frost & Sullivan | 英文 54 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

蜂窩和專有 LPWAN 網路的擴展、策略併購和供應鏈恢復推動物聯網模組市場成長

全球蜂窩網路是物聯網和 LPWAN 模組市場轉型的策略必要事項。

醫療保健、連網和自動駕駛汽車、穿戴式裝置、元宇宙和身臨其境型體驗、製造和智慧移動等新使用案例變得越來越普及，導致對低成本、低功耗物聯網連接和模組的需求不斷增加。

亞太地區NB-IoT模組出出貨量較大，其中中國市場主要集中在移遠通訊、廣和通、日海等國內企業，而LTE-M在北美則快速成長。在西半球，LoRaWAN®和Sigfox等專有LPWAN越來越受歡迎，Amazon Sidewalk和Wi-SUN等新協定也逐漸出現。最後，由於網路部署、成本降低以及5G RedCap的商用，5G預計將在2024年加速擴張。

COVID-19 大流行中斷的供應鏈影響了 2020 年和 2021 年物聯網晶片組和模組的供應，導致設備短缺和成本上升。 2022年，市場處於復甦邊緣，但成長速度低於產業預期。然而，從2022年到2026年，預計年複合成長率將達到19.3%。

Frost & Sullivan 的這項研究按模組出貨量分析了全球蜂窩和 LPWAN 模組市場，預測期為 2023 年至 2026 年。我們還按技術類型以及蜂窩物聯網和 LPWAN 的佔有率估算了 2022 年模組總出出貨量。

成長機會

  • 用於穿戴式裝置、醫療保健和遠端監控的 5G 和 LTE-M 模組
  • 用於智慧電錶（瓦斯、水、電）的 LoRaWAN
  • 5G 蜂窩車聯網 (C-V2X)
  • 農業企業的 NB-IoT 和衛星連接
  • 用於資產追蹤和供應鏈的 Sigfox

目錄

戰略問題

  • 成長為何困難
  • The Strategic Imperative 8（TM）
  • 戰略要務對蜂窩物聯網和 LPWAN 模組產業的影響
  • 成長機會推動Growth Pipeline Engine（TM）

成長機會分析

  • 分析範圍
  • 市場定義
  • 按類型和技術細分
  • 本次調查回答的關鍵問題

供應商形勢

  • 製造商 - 主要競爭

成長機會分析

  • 成長指標
  • 預測假設
  • 成長促進因素
  • 成長抑制因素
  • 全球物聯網模組出貨
  • 全球物聯網模組出貨分析
  • 全球物聯網模組出貨（按類型）
  • 全球物聯網模組出貨依類型分析
  • 按技術分類的物聯網模組出貨的全球佔有率
  • 全球物聯網模組出貨依技術佔比分析

公司簡介

  • Quectel
  • Fibocom
  • Telit Cinterion
  • Sunsea AIoT
  • China Mobile IoT
  • Semtech/Sierra Wireless
  • u-blox
  • Neoway Technology
  • MeiG Smart Technology
  • Sequans

成長機會宇宙

  • 成長機會 1：用於穿戴式裝置、醫療保健和遠端監控的 5G 和 LTE-M 模組
  • 成長機會 2：用於智慧電錶（瓦斯、水、電）的 LoRaWAN(R)
  • 成長機會 3：5G 蜂窩車聯網 (C-V2X)
  • 成長機會 4：農業綜合企業的 NB-IoT 和衛星連接
  • 成長機會 5：用於資產追蹤和供應鏈的 Sigfox
  • 圖表列表
  • 免責聲明
簡介目錄
Product Code: K92C-67

Cellular and Proprietary LPWAN Network Expansion, Strategic Mergers and Acquisitions, and Supply Chain Recovery are Fueling IoT Modules Market Growth

Leading IoT module manufacturers' innovative business models, industry convergence between cellular IoT and low-power wide-area network (LPWAN), and the emergence of innovative technologies, such as non-terrestrial networks (NTN) and 5G-based hardware, are strategic imperatives transforming the global cellular IoT and LPWAN module market.

New use-cases, such as healthcare, connected and autonomous cars, wearables, metaverse and immersive experiences, manufacturing, and smart mobility are gaining traction, resulting in the increasing demand for low-cost and low-power consumption IoT connectivity and modules.

While NB-IoT module shipment is higher in Asia-Pacific, with China concentrating the market with domestic companies, such as Quectel, Fibocom, and SUNSEA, LTE-M is growing rapidly in North America. In the western hemisphere, proprietary LPWAN, such as LoRaWAN® and Sigfox, is gaining traction, while new protocols, including Amazon Sidewalk and Wi-SUN, are emerging slowly. Finally, 5G is anticipated to accelerate its expansion in 2024 with network rollouts, cost reductions, and the commercial launch of 5G RedCap.

Supply chains interrupted by the COVID-19 pandemic impacted the supply of IoT chipsets and modules in 2020 and 2021, resulting in a device shortage and elevated costs. In 2022, the market started to recover, but it grew less than industry expectations. However, from 2022 to 2026, it is expected to improve with a 19.3% compound annual growth rate (CAGR).

This Frost & Sullivan study analyzes the global cellular and LPWAN module market in terms of module shipment, with the forecast period running from 2023 to 2026. The study also estimates total module shipment by type of technology and the cellular IoT and LPWAN share for 2022.

Growth opportunities include:

  • 5G and LTE-M modules for wearables, healthcare, and remote monitoring
  • LoRaWAN for smart metering (gas, water, and electricity)
  • 5G for cellular vehicle-to-everything (C-V2X)
  • NB-IoT and satellite connectivity for agribusinesses
  • Sigfox for asset tracking and supply chain

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the Cellular IoT and LPWAN Modules Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

  • Scope of Analysis
  • Market Definitions
  • Segmentation by Type and Technology
  • Key Questions this Study will Answer

Vendor Landscape

  • Manufacturers-Key Competitors1

Growth Opportunity Analysis

  • Growth Metrics
  • Forecast Assumptions
  • Growth Drivers
  • Growth Restraints
  • Global IoT Module Shipment
  • Global IoT Module Shipment Analysis
  • Global IoT Module Shipment by Type
  • Global IoT Module Shipment by Type Analysis
  • Global IoT Module Shipment Share by Technology
  • Global IoT Module Shipment Share by Technology Analysis

Company Profiles

  • Quectel
  • Fibocom
  • Telit Cinterion
  • Sunsea AIoT
  • China Mobile IoT
  • Semtech/Sierra Wireless
  • u-blox
  • Neoway Technology
  • MeiG Smart Technology
  • Sequans

Growth Opportunity Universe

  • Growth Opportunity 1: 5G and LTE-M Modules for Wearables, Healthcare, and Remote Monitoring
  • Growth Opportunity 2: LoRaWAN® for Smart Metering (Gas, Water, and Electricity)
  • Growth Opportunity 3: 5G for Cellular Vehicle-to-Everything (C-V2X)
  • Growth Opportunity 4: NB-IoT and Satellite Connectivity for Agribusinesses
  • Growth Opportunity 5: Sigfox for Asset Tracking and Supply Chain
  • List of Exhibits
  • Legal Disclaimer