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M2M/IoT通讯的全球市场 - 第10版
市场调查报告书
商品编码
1777933

M2M/IoT通讯的全球市场 - 第10版

The Global M2M/IoT Communications Market - 10th Edition
出版日期: | 出版商: Berg Insight | 英文 240 Pages | 商品交期: 最快1-2个工作天内

价格

预计到 2024 年，全球蜂窝物联网用户数量将成长 14%，到年底将达到 38 亿。到 2029 年，预计蜂窝物联网用户数量将继续以 11.0% 的复合年增长率成长，到年底将达到 64 亿。

本报告提供全球 M2M/IoT 通讯市场的研究和分析，包括 5G 和 LPWA 标准采用的最新资讯、主要行动营运商策略和物联网业务 KPI 的评估、各地区行业趋势以及蜂窝物联网用户统计数据。

目录

图表的清单

摘要整理

第1章 IoT广域网

  • 3GPP蜂巢式技术家庭
    • 3GPP Release 13 - LTE-M 与 NB-IoT 简介
    • 3GPP Release 14 - 物联网增强功能与 C-V2X
    • 3GPP Release 15 - 5G 规范第一阶段
    • 3GPP Release 16 - URLLC 增强功能、IIoT 功能和 5G NR C-V2X
    • 3GPP Release 17 - RedCap 与非地面网路通信
    • 3GPP Release 18 - 首个 5G-Advanced 规范
    • 网路覆盖范围
    • 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
    • 卫星网路
  • 物联网连线管理平台与 eSIM 解决方案
    • 物联网连线管理平台
    • SIM/eSIM 解决方案
  • 国际覆盖与联盟
    • 漫游与国际覆盖
    • 行动电信商联盟

第2章 欧洲

  • 地区的市场趋势
    • 西欧
    • 中欧·东欧
  • 行动通讯业者
    • A1 Telekom Austria
    • Altice Group
    • Bouygues Telecom
    • BT Group
    • CK Hutchison Group Telecom
    • Deutsche Telekom
    • KPN
    • OV (Manx Telecom)
    • MegaFon
    • MTS
    • Orange
    • POST Luxembourg
    • Proximus
    • Tele2
    • Telecom Italia
    • Telefonica
    • Telenor
    • Telia Company
    • Vodafone
  • IoT管理服务供应商
    • 1GLOBAL
    • 1NCE
    • 1oT
    • Airnity
    • BICS
    • Com4 (Wireless Logic)
    • Cubic
    • CSL Group
    • emnify
    • Eseye
    • floLIVE
    • Freeeway
    • Giesecke+Devrient
    • iBASIS
    • Onomondo
    • Pelion
    • Velos IoT
    • Wireless Logic
  • LPWA网路
    • LoRa网路
    • 与Sigfox网路合作伙伴

第3章 南北美洲

  • 地区的市场趋势
    • 美国·加拿大
    • 巴西
    • 其他的南美
  • 行动通讯业者
    • AT&T
    • Bell
    • Verizon
    • T-Mobile USA
    • Rogers Communications
    • TELUS
    • America Movil
    • Vivo and Telefonica Hispam
    • 其他的南美的行动通讯业者
  • IoT管理服务供应商
    • Aeris
    • Hologram
    • KORE Wireless
    • Monogoto
    • Semtech
    • Teal
    • Telit Cinterion
  • LPWA网路
    • LoRa网路
    • Sigfox 及其网路合作伙伴

第4章 亚太地区

  • 地区的市场趋势
    • 中国
    • 日本和韩国
    • 澳洲·纽西兰
    • 印度
    • 东南亚
  • 行动通讯业者
    • China Mobile
    • China Unicom
    • China Telecom
    • KDDI
    • KT
    • NTT
    • Singtel
    • SK Telecom
    • SoftBank
    • Telstra
    • Vodafone Idea
  • IoT管理服务供应商
    • Lenovo Connect
    • Plintron
    • Quectel
    • Soracom
    • Tata Communications
  • LPWA网路
    • LoRa网路
    • Sigfox网路

第5章 中东·非洲

  • 地区的市场趋势
    • 中东
    • 非洲
  • 行动通讯业者
    • e&
    • MTN
    • Ooredoo
    • Turkcell
    • Vodacom
    • Zain
  • IoT管理服务供应商
    • Flickswitch
  • LPWA网路
    • LoRa网路
    • Sigfox网路

第6章 卫星IoT通讯

  • 卫星IoT网路的简介
  • 市场分析
  • 卫星IoT经营者的市场占有率
  • 欧洲的卫星经营者
    • Astrocast
    • Eutelsat Group
    • Kineis
    • Lacuna Space
    • OQ Technology
    • Sateliot
    • SES
    • 附加的卫星连接性供应商
  • 北美的卫星经营者
    • Globalstar
    • Iridium
    • Ligado Networks
    • Lynk
    • Orbcomm
    • Skylo
    • Starlink (SpaceX)
    • Viasat (Inmarsat)
    • 附加卫星连接性供应商
  • 中国的卫星经营者
    • CASC and CASIC
    • Commsat
    • Galaxy Space
    • Head Aerospace
    • 附加的卫星连接性供应商
  • 其他地区的卫星经营者
    • Innova Space
    • Myriota
    • Plan-S
    • Thuraya
    • 附加的卫星连接性供应商

第7章 市场预测和趋势

  • 产业趋势
    • 十大行动电信商管理33亿蜂窝物联网用户
    • 物联网收入成长持续低于连线数成长速度
    • 物联网託管服务供应商连接超过2亿台蜂窝设备
    • 国际连结领域正在不断发展
    • 新进者扰乱通路
    • eSIM卡和CMP碎片化推动了对业务流程编排功能的需求
    • 物联网MVNO推动物联网连结市场整合
    • 行动电信商与卫星物联网公司合作扩大覆盖范围
    • 私有蜂窝网路从利基市场发展成为主要市场
  • 地理市场
    • 全球市场的摘要
    • 欧洲
    • 北美
    • 南美
    • 亚太地区
    • 中东·非洲
  • 垂直市场
    • 连网汽车普及率
    • 连网汽车数据消耗将大幅成长
    • 机动机车远端资讯处理应用加速
    • 远端资讯处理领导者在车队管理产业中占据主导地位
    • 打造更智慧、更安全城市的机遇
    • 智慧电錶将成为2020年的关键参与者，重点在于下一代部署的全新LPWA选项
    • 资产追踪推动第二波LPWA部署浪潮
    • 连网医疗保健普及大众
    • 蜂窝连线在POS终端市场保持稳定
    • 家庭能源和电动车充电解决方案成为新的市场细分
  • 技术趋势
    • 蜂窝技术占据主导地位无线物联网
    • NB-IoT 的采用率逐一计画成长
    • RedCap 加速 5G 在物联网领域的应用
    • 分散式核心网路协助全球物联网连接服务
    • SGP.32 规格降低了物联网中 eSIM 的采用门槛
  • 缩写和简称的清单

Berg Insight estimates that the global number of cellular IoT subscribers increased by 14 percent during 2024 to reach 3.8 billion at the end of the year. Until 2029, the number of cellular IoT subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 11.0 percent to reach 6.4 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 240-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 2029.

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 connectivity management platforms and eSIM solutions
    • 1.3.1. IoT connectivity management platforms
    • 1.3.2. SIM and eSIM solutions
  • 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. OV (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
    • 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. Hologram
    • 3.3.3. KORE Wireless
    • 3.3.4. Monogoto
    • 3.3.5. Semtech
    • 3.3.6. Teal
    • 3.3.7. Telit Cinterion
  • 3.4. LPWA networks
    • 3.4.1. LoRa 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. Lenovo Connect
    • 4.3.2. Plintron
    • 4.3.3. Quectel
    • 4.3.4. Soracom
    • 4.3.5. 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. OQ Technology
    • 6.4.6. Sateliot
    • 6.4.7. SES
    • 6.4.8. Additional satellite connectivity providers
  • 6.5. North American satellite operators
    • 6.5.1. Globalstar
    • 6.5.2. Iridium
    • 6.5.3. Ligado Networks
    • 6.5.4. Lynk
    • 6.5.5. Orbcomm
    • 6.5.6. Skylo
    • 6.5.7. Starlink (SpaceX)
    • 6.5.8. Viasat (Inmarsat)
    • 6.5.9. 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. Plan-S
    • 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 3.3 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. eSIMs and fragmentation of CMPs drive the need for orchestration capabilities
    • 7.1.7. IoT MVNOs are driving consolidation in the IoT connectivity market
    • 7.1.8. Mobile operators partner with satellite IoT players to extend coverage
    • 7.1.9. Private cellular to grow from a niche into a substantial 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. 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. The SGP.32 specification will lower the barriers for eSIM adoption in IoT
  • 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: LoRaWAN network architecture
  • 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 (Q4-2024)
  • Figure 1.8: Overview of SIM form factors
  • Figure 1.9: Comparison between traditional SIM and eUICC lifecycle models
  • Figure 1.10: Mobile operator M2M/IoT alliances (Q1-2025)
  • Figure 2.1: Europe cellular IoT connectivity market data (Q4-2024)
  • Figure 2.2: Western Europe cellular IoT connectivity market data (Q2-2024)
  • Figure 2.3: Germany cellular IoT connectivity market data (2020-2024)
  • Figure 2.4: Italy cellular IoT connectivity market data (2020-2024)
  • Figure 2.5: UK & Ireland cellular IoT connectivity market data (2020-2024)
  • Figure 2.6: France cellular IoT connectivity market data (2020-2024)
  • Figure 2.7: Spain & Portugal cellular IoT connectivity market data (2020-2024)
  • Figure 2.8: Benelux cellular IoT market connectivity data (2020-2024)
  • Figure 2.9: Nordics cellular IoT market connectivity data (2020-2024)
  • Figure 2.10: Sweden cellular IoT data traffic and revenues (2021-2024)
  • Figure 2.11: Central & Eastern Europe cellular IoT connectivity market data (Q2-2024)
  • Figure 2.12: Russia cellular IoT market data (2020-2024)
  • Figure 2.13: Objenious' Getway platform
  • Figure 2.14: T IoT Hub platform integrations
  • Figure 2.15: Orange cellular IoT connections by country (2019-2024)
  • Figure 2.16: Telefonica cellular IoT connections by country (2019-2024)
  • Figure 2.17: Financial data for Telenor Connexion (2022-2024)
  • Figure 2.18: Telenor IoT's IoT Complete solution
  • Figure 2.19: Telia Company IoT subscribers by country (2020-2024)
  • Figure 2.20: IoT managed service providers in Europe by installed base (Q4-2024)
  • Figure 2.21: Eseye's SMARTconnect solution
  • Figure 2.22: Eseye's Infinity IoT Connectivity Management Platform
  • Figure 2.23: The floCONTROL dashboard
  • Figure 2.24: Public LoRaWAN network operators in Europe (Q2-2025)
  • Figure 2.25: Sigfox network operators in Europe (Q2-2025)
  • Figure 3.1: The Americas cellular IoT connectivity market data (Q4-2024)
  • Figure 3.2: US cellular IoT connectivity market data (2020-2024)
  • Figure 3.3: Brazil cellular IoT market connectivity data (2020-2024)
  • Figure 3.4: Estimated number of IoT subscribers in Latin America ex. Brazil (2024)
  • Figure 3.5: Telefonica's cellular IoT connections in Latin America (2020-2024)
  • Figure 3.6: IoT managed service providers in North America by installed base (2024)
  • Figure 3.7: Semtech's Carrier+ offering
  • Figure 3.8: Public LoRaWAN network operators in the Americas (Q2-2025)
  • Figure 3.9: Amazon Sidewalk network coverage
  • Figure 3.10: Sigfox network operators in the Americas (Q2-2025)
  • Figure 4.1: Asia-Pacific cellular IoT connectivity market data (Q4-2024)
  • Figure 4.2: China cellular IoT connectivity market data (2020-2024)
  • Figure 4.3: Japan cellular IoT connectivity market data (2020-2024)
  • Figure 4.4: South Korea cellular IoT connectivity data (2020-2024)
  • Figure 4.5: Cellular IoT subscribers by application category (South Korea, Q4-2024)
  • Figure 4.6: China Mobile IoT business KPIs (2020-2024)
  • Figure 4.7: China Unicom IoT business KPIs (2019-2024)
  • Figure 4.8: Telstra IoT business KPIs (2019-2024)
  • Figure 4.9: IoT managed service providers in Asia-Pacific by installed base (2024)
  • Figure 4.10: Soracom's product portfolio
  • Figure 4.11: Public LoRaWAN network operators in Asia-Pacific (Q2-2025)
  • Figure 4.12: Sigfox network operators in Asia-Pacific (Q2-2025)
  • Figure 5.1: Middle East & Africa cellular IoT connectivity market data (Q2-2024)
  • Figure 5.2: Turkey cellular IoT market connectivity data (2020-2024)
  • Figure 5.3: Vodacom IoT business KPIs (FY2021-FY2025)
  • Figure 5.4: Public LoRaWAN network operators in Middle East & Africa (Q2-2025)
  • Figure 5.5: Sigfox network operators in Middle East & Africa (Q2-2025)
  • Figure 6.1: The main satellite orbits
  • Figure 6.2: Satellite network operators by IoT subscriber base (Q4-2024)
  • Figure 7.1: Top 10 mobile operators by IoT connections (World 2024)
  • Figure 7.2: Top mobile operators by IoT connectivity revenues (World 2024)
  • Figure 7.3: Top 10 IoT managed service providers by IoT connections (Q4-2024)
  • Figure 7.4: Merger & acquisition activity in the IoT connectivity market (2019-2025)
  • Figure 7.5: Announced satellite IoT partnerships
  • Figure 7.6: Key regional markets for cellular IoT (Q4-2024)
  • Figure 7.7: Monthly ARPU data for cellular IoT by country (2024)
  • Figure 7.8: Cellular IoT connections forecast, by region (World 2023-2029)
  • Figure 7.9: Cellular IoT connectivity revenue forecast, by region (World 2023-2029)
  • Figure 7.10: Cellular IoT connections forecast, by vertical (Europe 2023-2029)
  • Figure 7.11: Cellular IoT connectivity revenue forecast, by vertical (Europe 2023-2029)
  • Figure 7.12: Cellular IoT connections forecast, by vertical (NA 2023-2029)
  • Figure 7.13: Cellular IoT connectivity revenue forecast, by vertical (NA 2023-2029)
  • Figure 7.14: Cellular IoT connections forecast, by vertical (LATAM 2023-2029)
  • Figure 7.15: Cellular IoT connectivity revenue forecast, by vertical (LATAM 2023-2029)
  • Figure 7.16: Cellular IoT connections forecast, by vertical (APAC 2023-2029)
  • Figure 7.17: Cellular IoT connectivity revenue forecast, by vertical (APAC 2023-2029)
  • Figure 7.18: Cellular IoT connections forecast, by vertical (MEA 2023-2029)
  • Figure 7.19: Cellular IoT connectivity revenue forecast, by vertical (MEA 2023-2029)
  • Figure 7.20: Cellular IoT connections forecast, by vertical (World 2023-2029)
  • Figure 7.21: Cellular IoT connectivity revenue forecast, by vertical (World 2023-2029)
  • Figure 7.22: Top five cellular IoT connectivity providers for connected cars (Q4-2024)
  • Figure 7.23: Average annual data consumption per connected car (World 2023-2029)
  • Figure 7.24: Top 25 international providers of fleet management solutions (Q4-2023)
  • Figure 7.25: Cellular IoT connections by network technology (World 2023-2029)
  • Figure 7.26: Non-cellular IoT connections by technology (World 2023-2029)
  • Figure 7.27: Cost comparison between high-speed 4G LTE modules and 5G modules
  • Figure 7.28: eSIM IoT connections (World 2023-2029)