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M2M/IoT 通讯的全球市场 - 第 9 版
市场调查报告书
商品编码
1524357

M2M/IoT 通讯的全球市场 - 第 9 版

The Global M2M/IoT Communications Market - 9th 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

预计 2023 年全球蜂窝物联网用户数量将成长 23%，年底达到 33 亿。到 2028 年，蜂窝物联网用户数量预计将以 12.8% 的复合年增长率继续增长，到该时期末将达到 60 亿。

本报告研究分析了全球M2M/IoT通讯市场，提供了有关5G和LPWA标准采用、主要行动电信商策略评估、物联网业务KPI、各地区产业趋势以及蜂窝物联网参与情况的最新资讯。统计数据等。

目录

图表列表

执行摘要

第1章 物联网广域网

  • 3GPP 蜂窝技术系列
    • 3GPP Release 13 - LTE-M 和 NB-IoT 的部署
    • 3GPP Release 14 - 物联网增强和 C-V2X
    • 3GPP Release 15 - 5G 规范第一阶段
    • 3GPP Release 16 - URLLC 增强、IIoT 功能、5G NR C-V2X
  • 3GPP Release 17 - RedCap 和非地面网路通信
    • 3GPP Release 18 - 第一个 5G 高阶规范
    • 网路足迹
    • 2G/3G行动网络
    • 4G行动网络
    • 4G/5G行动物联网网路（LTE-M和NB-IoT）
    • 5G行动网络
  • LPWA 和卫星技术
    • LoRa
    • Sigfox
    • 卫星网络
  • 物联网网路平台
    • 物联网连接管理平台
    • SIM解决方案与嵌入式UICC
  • 国际覆盖和联盟
    • 漫游和国际覆盖
    • 行动电信商协会

第2章 欧洲

  • 区域市场趋势
    • 西欧
    • 中欧/东欧
  • 行动电信商
    • A1. Telekom Austria
    • Altice Group
    • Bouygues Telecom
    • BT Group
    • CK Hutchison Group Telecom
    • Deutsche Telekom
    • KPN
    • Manx Telecom
    • MegaFon
    • MTS
    • Orange
    • POST Luxembourg
    • Proximus
    • Tele2
    • Telecom Italia
    • Telefonica
    • Telenor
    • Telia Company
    • Vodafone
  • IoT Managed Service Provider
    • 1GLOBAL
    • 1NCE
    • 1oT
    • Airnity
    • BICS
    • Com4 (Wireless Logic)
    • Cubic Telecom
    • CSL Group
    • emnify
    • Eseye
    • floLIVE
    • Freeeway
    • Giesecke+Devrient
    • iBASIS
    • Onomondo
    • Pelion
    • Velos IoT
    • Wireless Logic
  • 低功率广域网
    • LoRa网络
    • Sigfox 和网路合作伙伴

第3章 美洲

  • 区域市场趋势
    • 美国/加拿大
    • 巴西
    • 其他拉丁美洲
  • 行动电信商
    • AT&T
    • Bell
    • Verizon
    • T-Mobile USA
    • Rogers Communications
    • TELUS
    • America Movil
    • Vivo and Telefonica Hispam
    • 拉丁美洲的其他行动营运商
  • IoT Managed Service Provider
    • Aeris
    • Blues
    • Hologram
    • KORE Wireless
    • Semtech
    • Telit Cinterion
  • 低功率广域网
    • LoRaWAN网路
    • Sigfox 和网路合作伙伴

第4章 亚太地区

  • 区域市场趋势
    • 中国
    • 日本/韩国
    • 澳大利亚/纽西兰
    • 印度
    • 东南亚
  • 行动电信商
    • China Mobile
    • China Unicom
    • China Telecom
    • KDDI
    • KT
    • NTT
    • Singtel
    • SK Telecom
    • SoftBank
    • Telstra
    • Vodafone Idea
  • IoT Managed Service Provider
    • Plintron
    • Quectel
    • Soracom
    • Tata Communications
  • 低功率广域网
    • LoRa网络
    • Sigfox网络

第5章 中东和非洲

  • 区域市场趋势
    • 中东
    • 非洲
  • 行动电信商
    • e&
    • MTN
    • Ooredoo
    • Turkcell
    • Vodacom
    • Zain
  • IoT Managed Service Provider
    • 轻触开关
  • 低功率广域网
    • LoRa网络
    • Sigfox网络

第六章 卫星物联网通信

  • 卫星物联网网路介绍
  • 市场分析
  • 卫星物联网营运商市场份额
  • 欧洲卫星营运商
    • Astrocast
    • Eutelsat Group
    • Kineis
    • Lacuna Space
    • Sateliot
    • 其他卫星连线供应商
  • 北美卫星营运商
    • Globalstar
    • Iridium
    • Kepler Communications
    • Ligado Networks
    • Lynk
    • Orbcomm
    • Skylo
    • Starlink (SpaceX)
    • Viasat (Inmarsat)
    • 其他卫星连线供应商
  • 中国卫星营运商
    • CASC and CASIC
    • Commsat
    • Galaxy Space
    • Head Aerospace
    • 其他卫星连线供应商
  • 其他地区的卫星营运商
    • Innova Space
    • Myriota
    • Sky and Space Company
    • Thuraya
    • 其他卫星连线供应商

第七章市场预测与趋势

  • 行业动态
    • 十大行动电信商管理 29 亿蜂窝物联网用户
    • 物联网收入的成长速度持续慢于连线速度
    • IoT 託管服务供应商连接超过 2 亿行动设备
    • 国际连结领域正在不断发展
    • 新进业者扰乱通路
    • 物联网 MVNO 推动物联网连结市场整合
    • 行动营运商与卫星物联网公司合作扩大覆盖范围
  • 地理市场
    • 世界市场概览
    • 欧洲
    • 北美
    • 拉丁美洲
    • 亚太地区
    • 中东/非洲
  • 垂直市场
    • 连网汽车数量增加
    • 车联网数据消耗将大幅成长
    • 机动机车远程资讯处理的采用加速
    • 远端资讯处理巨头日益主导车队管理产业
    • 创造更聪明、更安全的城市的机会
    • 智慧电錶期待在 2020 年代部署新的 LPWA 选项
    • 资产追踪推动第二波 LPWA 部署
    • 互联医疗惠及大众
    • 蜂窝连接在 POS 终端市场的稳定渗透
    • 家庭能源和电动车充电解决方案成为新的区隔市场
  • 技术趋势
    • 蜂窝技术主导无线物联网
    • NB-IoT 的采用率随着每个项目的增加而增加
    • RedCap 加速物联网中 5G 的采用
    • 分散式核心网路为全球物联网连接服务提供动力
    • 专用蜂窝从小众市场成长为大市场
    • eSIM 的采用加速
  • 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 23 percent during 2023 to reach 3.3 billion at the end of the year. Until 2028, the number of cellular IoT subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 12.8 percent to reach 6.0 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 2028.

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. 3GPP Release 18 - The first 5G-Advanced specifications
    • 1.1.7. Network footprint
    • 1.1.8. 2G/3G mobile networks
    • 1.1.9. 4G mobile networks
    • 1.1.10. 4G/5G mobile IoT networks (LTE-M and NB-IoT)
    • 1.1.11. 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. Manx Telecom
    • 2.2.9. MegaFon
    • 2.2.10. MTS
    • 2.2.11. Orange
    • 2.2.12. POST Luxembourg
    • 2.2.13. Proximus
    • 2.2.14. Tele2
    • 2.2.15. Telecom Italia
    • 2.2.16. Telefonica
    • 2.2.17. Telenor
    • 2.2.18. Telia Company
    • 2.2.19. Vodafone
  • 2.3. IoT managed service providers
    • 2.3.1. 1GLOBAL
    • 2.3.2. 1NCE
    • 2.3.3. 1oT
    • 2.3.4. Airnity
    • 2.3.5. BICS
    • 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. Giesecke+Devrient
    • 2.3.14. iBASIS
    • 2.3.15. Onomondo
    • 2.3.16. Pelion
    • 2.3.17. Velos IoT
    • 2.3.18. 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. America Movil
    • 3.2.8. Vivo and Telefonica Hispam
    • 3.2.9. Other mobile operators in Latin America
  • 3.3. IoT managed service providers
    • 3.3.1. Aeris
    • 3.3.2. Blues
    • 3.3.3. Hologram
    • 3.3.4. KORE Wireless
    • 3.3.5. 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
    • 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 Group
    • 6.4.3. Kineis
    • 6.4.4. Lacuna Space
    • 6.4.5. Sateliot
    • 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. Lynk
    • 6.5.6. Orbcomm
    • 6.5.7. Skylo
    • 6.5.8. Starlink (SpaceX)
    • 6.5.9. Viasat (Inmarsat)
    • 6.5.10. 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. Innova Space
    • 6.7.2. Myriota
    • 6.7.3. Sky and Space Company
    • 6.7.4. Thuraya
    • 6.7.5. Additional satellite connectivity providers

7. Market Forecasts and Trends

  • 7.1. Industry trends
    • 7.1.1. Top ten mobile operators manage 2.9 billion cellular IoT subscribers
    • 7.1.2. IoT revenues continue to grow slower than connections
    • 7.1.3. IoT managed service providers connect 200+ million cellular devices
    • 7.1.4. The international connectivity segment is evolving
    • 7.1.5. New entrants disrupt distribution channels
    • 7.1.6. IoT MVNOs are driving consolidation in the IoT connectivity market
    • 7.1.7. Mobile operators partner with satellite IoT players to extend coverage
  • 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. Data consumption of connected cars will grow significantly
    • 7.3.3. Motor-powered two-wheeler telematics adoption picks up speed
    • 7.3.4. Telematics giants increasingly dominate the fleet management industry
    • 7.3.5. The opportunity to create smarter and safer cities
    • 7.3.6. Smart metering turns to new LPWA options for deployments in the 2020s
    • 7.3.7. Asset tracking to drive the second wave of LPWA deployments
    • 7.3.8. Connected healthcare reaches the masses
    • 7.3.9. Steady uptake of cellular connectivity in the POS terminal market
    • 7.3.10. 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 uptake is growing on a project-by-project basis
    • 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
  • List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: Comparison of LTE Cat-1, LTE Cat-1 bis, LTE-M and NB-IoT specifications
  • Figure 1.2: Comparison of RedCap and eRedCap specifications
  • Figure 1.3: Technology positioning of RedCap in relation to eMBB, URLLC and mMTC
  • Figure 1.4: The number of LTE-M and NB-IoT networks (World 2018-2023)
  • Figure 1.5: Select Sigfox network operators by country
  • Figure 1.6: MSS operator data services and coverage
  • Figure 1.7: IoT connectivity management platform by mobile operator (Q4-2023)
  • Figure 1.8: Comparison between traditional SIM and eUICC lifecycle models
  • Figure 1.9: Mobile operator M2M/IoT alliances (Q2-2024)
  • Figure 2.1: Europe cellular IoT connectivity market data (Q4-2023)
  • Figure 2.2: Western Europe cellular IoT connectivity market data (Q2-2023)
  • Figure 2.3: Germany cellular IoT connectivity market data (2019-2023)
  • Figure 2.4: Italy cellular IoT connectivity market data (2019-2023)
  • Figure 2.5: UK & Ireland cellular IoT connectivity market data (2019-2023)
  • Figure 2.6: France cellular IoT connectivity market data (2019-2023)
  • Figure 2.7: Spain & Portugal cellular IoT connectivity market data (2019-2023)
  • Figure 2.8: Benelux cellular IoT market connectivity data (2019-2023)
  • Figure 2.9: Nordics cellular IoT market connectivity data (2019-2023)
  • Figure 2.10: Sweden cellular IoT data traffic and revenues (2020-2023)
  • Figure 2.11: Central & Eastern Europe cellular IoT connectivity market data (Q2-2023)
  • Figure 2.12: Russia cellular IoT market data (2019-2023)
  • Figure 2.13: T-IoT Hub platform integrations
  • Figure 2.14: Orange cellular IoT subscribers by country (2018-2023)
  • Figure 2.15: Telefonica cellular IoT connections by country (2018-2023)
  • Figure 2.16: Financial data for Telenor Connexion (2022-2023)
  • Figure 2.17: Telia Company IoT subscribers by country (2019-2023)
  • Figure 2.18: IoT managed service providers in Europe by installed base (Q4-2023)
  • Figure 2.19: Eseye's SMARTconnect solution
  • Figure 2.20: Eseye's Infinity IoT Connectivity Management Platform
  • Figure 2.21: The floCONTROL dashboard
  • Figure 2.22: Public LoRaWAN network operators in Europe (Q2-2024)
  • Figure 2.23: Sigfox network operators in Europe (Q2-2024)
  • Figure 3.1: The Americas cellular IoT connectivity market data (Q4-2023)
  • Figure 3.2: US cellular IoT connectivity market data (2019-2023)
  • Figure 3.3: Brazil cellular IoT market connectivity data (2019-2023)
  • Figure 3.4: Estimated number of IoT subscribers in Latin America ex. Brazil (2023)
  • Figure 3.5: Telefonica cellular IoT connections in Latin America by country (2019-2023)
  • Figure 3.6: IoT managed service providers in North America by installed base (2023)
  • Figure 3.7: Public LoRaWAN network operators in the Americas (Q2-2024)
  • Figure 3.8: Amazon Sidewalk network coverage
  • Figure 3.9: Total onboarded Helium LoRaWAN gateways
  • Figure 3.10: Sigfox network operators in the Americas (Q2-2024)
  • Figure 4.1: Asia-Pacific cellular IoT connectivity market data (Q4-2023)
  • Figure 4.2: China cellular IoT connectivity market data (2019-2023)
  • Figure 4.3: Japan cellular IoT connectivity market data (2019-2023)
  • Figure 4.4: Cellular IoT subscribers by application category (South Korea, Q4-2023)
  • Figure 4.5: China Mobile IoT business KPIs (2019-2023)
  • Figure 4.6: China Unicom IoT business KPIs (2019-2023)
  • Figure 4.7: China Telecom IoT business KPIs (2019-2023)
  • Figure 4.8: Telstra IoT business KPIs (2018-2023)
  • Figure 4.9: IoT managed service providers in Asia-Pacific by installed base (2023)
  • Figure 4.10: Public LoRaWAN network operators in Asia-Pacific (Q2-2024)
  • Figure 4.11: Sigfox network operators in Asia-Pacific (Q2-2024)
  • Figure 5.1: Middle East & Africa cellular IoT connectivity market data (Q2-2023)
  • Figure 5.2: Turkey cellular IoT market connectivity data (2019-2023)
  • Figure 5.3: Vodacom IoT business KPIs (FY2020-FY2024)
  • Figure 5.4: Public LoRaWAN network operators in Middle East & Africa (Q2-2024)
  • Figure 5.5: Sigfox network operators in Middle East & Africa (Q2-2024)
  • Figure 6.1: The main satellite orbits
  • Figure 6.2: Satellite network operators by IoT subscriber base (Q4-2023)
  • Figure 7.1: Top 10 mobile operators by IoT connections (World Q4-2023)
  • Figure 7.2: Top mobile operators by IoT connectivity revenues (World 2023)
  • Figure 7.3: Top 10 IoT managed service providers by IoT connections (Q4-2023)
  • Figure 7.4: Merger & acquisition activity in the IoT connectivity market (2018-2024)
  • Figure 7.5: Announced satellite IoT partnerships
  • Figure 7.6: Key regional markets for cellular IoT (Q4-2023)
  • Figure 7.7: Monthly ARPU data for cellular IoT by country (2023)
  • Figure 7.8: Cellular IoT connections forecast, by region (World 2022-2028)
  • Figure 7.9: Cellular IoT connectivity revenue forecast, by region (World 2022-2028)
  • Figure 7.10: Cellular IoT connections forecast, by vertical (Europe 2022-2028)
  • Figure 7.11: Cellular IoT connectivity revenue forecast, by vertical (Europe 2022-2028)
  • Figure 7.12: Cellular IoT connections forecast, by vertical (NA 2022-2028)
  • Figure 7.13: Cellular IoT connectivity revenue forecast, by vertical (NA 2022-2028)
  • Figure 7.14: Cellular IoT connections forecast, by vertical (LATAM 2022-2028)
  • Figure 7.15: Cellular IoT connectivity revenue forecast, by vertical (LATAM 2022-2028)
  • Figure 7.16: Cellular IoT connections forecast, by vertical (APAC 2022-2028)
  • Figure 7.17: Cellular IoT connectivity revenue forecast, by vertical (APAC 2022-2028)
  • Figure 7.18: Cellular IoT connections forecast, by vertical (MEA 2022-2028)
  • Figure 7.19: Cellular IoT connectivity revenue forecast, by vertical (MEA 2022-2028)
  • Figure 7.20: Cellular IoT connections forecast, by vertical (World 2022-2028)
  • Figure 7.21: Cellular IoT connectivity revenue forecast, by vertical (World 2022-2028)
  • Figure 7.22: Top five cellular IoT connectivity providers for connected cars (Q4-2023)
  • Figure 7.23: Average annual data consumption per connected car (World 2023-2028)
  • Figure 7.24: Top 25 international providers of fleet management solutions (Q4-2022)
  • Figure 7.25: Cellular IoT connections by network technology (World 2022-2028)
  • Figure 7.26: Non-cellular IoT connections by technology (World 2022-2028)
  • Figure 7.27: Cost comparison between high-speed 4G LTE modules and 5G modules
  • Figure 7.28: eSIM shipments (World 2018-2023)