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蜂窝物联网和低功耗广域网路 (LPWAN) 模组的成长机会
市场调查报告书
商品编码
1368202

蜂窝物联网和低功耗广域网路 (LPWAN) 模组的成长机会

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个工作天内

价格
简介目录

蜂窝和专有 LPWAN 网路的扩展、策略併购和供应链恢復推动物联网模组市场成长

全球蜂窝网路是物联网和 LPWAN 模组市场转型的策略必要事项。

医疗保健、连网和自动驾驶汽车、穿戴式装置、元宇宙和身临其境型体验、製造和智慧移动等新使用案例变得越来越普及，导致对低成本、低功耗物联网连接和模组的需求不断增加。

亚太地区NB-IoT模组出出货量较大，其中中国市场主要集中在移远通讯、广和通、日海等国内企业，而LTE-M在北美则快速成长。在西半球，LoRaWAN®和Sigfox等专有LPWAN越来越受欢迎，Amazon Sidewalk和Wi-SUN等新协定也逐渐出现。最后，由于网路部署、成本降低以及5G RedCap的商用，5G预计将在2024年加速扩张。

COVID-19 大流行中断的供应链影响了 2020 年和 2021 年物联网晶片组和模组的供应，导致设备短缺和成本上升。 2022年，市场处于復苏边缘，但成长速度低于产业预期。然而，从2022年到2026年，预计复合年增长率将达到19.3%。

Frost & Sullivan 的这项研究按模组出货量分析了全球蜂窝和 LPWAN 模组市场，预测期为 2023 年至 2026 年。我们还按技术类型以及蜂窝物联网和 LPWAN 的份额估算了 2022 年模组总出出货量。

成长机会

  • 用于穿戴式装置、医疗保健和远端监控的 5G 和 LTE-M 模组
  • 用于智慧电錶（瓦斯、水、电）的 LoRaWAN
  • 5G 蜂窝车联网 (C-V2X)
  • 农业企业的 NB-IoT 和卫星连接
  • 用于资产追踪和供应链的 Sigfox

目录

战略问题

  • 成长为何困难
  • The Strategic Imperative 8（TM）
  • 战略要务对蜂窝物联网和 LPWAN 模组产业的影响
  • 成长机会推动Growth Pipeline Engine（TM）

成长机会分析

  • 分析范围
  • 市场定义
  • 按类型和技术细分
  • 本次调查回答的关键问题

供应商形势

  • 製造商 - 主要竞争

成长机会分析

  • 成长指标
  • 预测假设
  • 成长促进因素
  • 成长抑制因素
  • 全球物联网模组出货
  • 全球物联网模组出货分析
  • 全球物联网模组出货（按类型）
  • 全球物联网模组出货依类型分析
  • 按技术分類的物联网模组出货的全球份额
  • 全球物联网模组出货依技术占比分析

公司简介

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

成长机会宇宙

  • 成长机会 1：用于穿戴式装置、医疗保健和远端监控的 5G 和 LTE-M 模组
  • 成长机会 2：用于智慧电錶（瓦斯、水、电）的 LoRaWAN(R)
  • 成长机会 3：5G 蜂窝车联网 (C-V2X)
  • 成长机会 4：农业综合企业的 NB-IoT 和卫星连接
  • 成长机会 5：用于资产追踪和供应链的 Sigfox
  • 图表列表
  • 免责声明
简介目录
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