全球 M2M/IoT 通信市场:第 8 版
市场调查报告书
商品编码
1310450

全球 M2M/IoT 通信市场: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个工作天内

价格

到 2022 年,全球蜂窝物联网用户数量预计将增长 27%,到年底将达到 27 亿。 正在做。 预计到 2027 年,这一数字将达到 54 亿,复合年增长率为 15.4%。

在本报告中,我们调查了全球M2M/IoT通信市场,涵盖蜂窝物联网通信生态系统、相关标准的采用趋势、主要移动运营商的物联网战略、世界和地区的主要趋势以及市场规模。总结趋势和预测、主要技术趋势等。

内容

第 1 章物联网广域网

  • 3GPP 蜂窝技术系列
  • LPWA 和卫星技术
  • 物联网网络平台
  • 全球覆盖范围和联盟

第 2 章:欧洲

  • 区域市场趋势
  • 移动运营商
    • A1 奥地利电信
    • 阿尔蒂斯集团
    • 布伊格电信
    • 英国电信集团
    • 长和集团电讯
    • 德国电信
    • 荷兰皇家航空公司
    • MegaFon
    • MTS
    • 橙色
    • 马恩岛电信
    • 卢森堡邮报
    • 比邻星
    • 电话2
    • 意大利电信
    • 西班牙电信
    • Telenor
    • Telia公司
    • 沃达丰
  • 物联网託管服务提供商
    • 1NCE
    • 1oT
    • 空气感
    • BICS
    • 卡伯恩集团(CSL 集团)
    • Com4(无线逻辑)
    • 立方电信
    • 中超集团
    • EMnify
    • 埃塞耶
    • floLIVE
    • 高速公路
    • iBASIS
    • 奥诺蒙多
    • 皮立翁山
    • Pod 组 (Giesecke+Devrient)
    • 俄罗斯电信
    • 特鲁丰
    • Velos 物联网
    • 无线逻辑
  • LPWA网络
    • LoRa网络
    • Sigfox 和网络合作伙伴

第 3 章美洲

  • 区域市场趋势
  • 移动运营商
    • 美国电话电报公司
    • 贝尔
    • 威瑞森
    • T-Mobile 美国
    • 罗杰斯通讯公司
    • 研科
    • 美国移动公司
    • Vivo 和 Telefonica Hispam
    • 拉丁美洲的其他移动运营商
  • 物联网託管服务提供商
    • 艾里斯
    • 蓝调无线
    • 全息图
    • KORE无线
    • Sierra Wireless (Semtech)
    • 泰利特辛泰隆
  • LPWA网络
    • LoRaWAN 网络
    • Sigfox 和网络合作伙伴

第 4 章亚太地区

  • 区域市场趋势
  • 移动运营商
    • 中国移动
    • 中国联通
    • 中国电信
    • KDDI
    • KT
    • NTT Docomo
    • 新加坡电信
    • SK电讯
    • 软银
    • 澳洲电信
    • 沃达丰理念
  • 物联网託管服务提供商
    • Plintron
    • 移远通信
    • Soracom
    • 塔塔通讯公司
  • LPWA网络
    • LoRa网络
    • Sigfox 网络

第 5 章中东和非洲

  • 区域市场趋势
  • 移动运营商
    • e&
    • MTN
    • 奥雷多
    • 特克细胞
    • 沃达康
    • 扎因
  • 物联网託管服务提供商
    • 轻弹开关
  • LPWA网络
    • LoRa网络
    • Sigfox 网络

第六章卫星物联网通信

  • 卫星物联网网络:简介
  • 市场分析
  • 卫星物联网运营商的市场份额
  • 欧洲卫星运营商
    • 天文广播公司
    • 欧洲通信卫星组织
    • 国际海事卫星组织
    • 运动
    • 空白空间
    • 其他
  • 北美卫星运营商
    • 全球星
    • 开普勒通讯公司
    • Ligado 网络
    • Orbcomm
    • Swarm 技术
    • 其他
  • 中国卫星运营商
    • 中国航天科技集团和中国航天科工集团
    • 通信卫星
    • 银河空间
    • 主管航空航天
    • 其他
  • 其他全球卫星运营商
    • 舰队空间技术
    • 创新空间
    • Myriota
    • 天空与太空公司
    • 苏拉亚
    • 其他

第七章市场预测和趋势

  • 行业趋势
  • 区域市场
  • 按行业划分的市场
    • 联网汽车的兴起
    • 远程信息处理巨头席捲车队管理行业
    • 创造更智能、更安全城市的机遇
    • 智能电錶:在 2020 年代引入 LPWA
    • 资产跟踪推动了第二波 LPWA 采用
    • 消费级跟踪解决方案:具有大众市场潜力
    • 互联医疗保健惠及大众
    • 家庭能源和电动汽车充电解决方案进入新的容量领域
  • 技术趋势
    • 蜂窝技术主导无线物联网
    • NB-IoT 部署仍集中在中国
    • RedCap:加速物联网中 5G 的采用
    • 分布式核心网络推动全球物联网连接服务
    • 专用蜂窝市场从小众市场成长为庞大市场
    • eSIM 的采用加速
    • 移动运营商与卫星物联网运营商合作扩大覆盖范围
  • 首字母缩写词和缩写词列表

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