查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1876846

全球蜂巢式物联网及低功耗广域网路（LPWAN）市场预测至2030年

Global Cellular IoT and Low-Power Wide-Area Network (LPWAN) Market, Forecast to 2030
出版日期: | 出版商: Frost & Sullivan | 英文 36 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

透过在公共产业、智慧城市、製造业和交通运输领域的大规模应用，推动下一波物联网成长浪潮。

随着生成式人工智慧（GenAI）、嵌入式SIM卡（eSIM）和卫星网路的出现，物联网（IoT）领域正在经历一场重大变革时期。为了因应这些新兴趋势，本研究概述了传统蜂巢式物联网、大规模蜂巢式物联网和频宽低功率广域网路（LPWAN）市场。

预计传统蜂巢式物联网连接数将从2024年的27.7亿增长到2030年的44.6亿，年复合增长率（CAGR）为8.3%，这主要得益于中国物联网连接的快速扩张以及汽车、製造、银行和金融服务等行业对4G/5G网络的需求。随着通讯业者将2G/3G设备迁移到LTE-M和NB-IoT，以及5G RedCap的快速发展，预计2024年至2030年间，大规模蜂巢式物联网的年复合成长率将达到16.3%。

预计到2030年，频宽广域网路（LPWAN）连线数将从2024年的5亿成长到10.6亿，复合年增长率（CAGR）为13.3%。这主要得益于公共产业对电网现代化改造的投资，以及大规模用电池供电、覆盖范围广、成本低廉的设备替换燃气表和水錶。此外，客户也正在加速采用LoRaWAN、Sigfox和Wi-SUN等LPWAN技术，用于路灯照明、资产追踪、农业、智慧建筑等领域的大规模部署。

本研究分析了这三个市场，确定了关键驱动因素和限制因素，以及市场规模。基准年为2024年，预测期间为2025-2030年。本研究按技术类型、地区、垂直行业和网路类型（公共/私人）进行细分。

三大策略挑战对蜂巢式物联网和低功耗广域网路产业的影响

颠覆性技术

  • 原因：生成式人工智慧工具正日益融入物联网基础架构。私人MEC（一种专为企业量身定制的、具备边缘运算能力的私人行动网路部署）在过去两年中已在全球迅速扩展。
  • 弗若斯特洞察：根据弗若斯特沙利文公司2024年全球IT决策者（ITDM）调查，44%的企业正在物联网硬体处理器中应用人工智慧。弗若斯特沙利文预测，到2029年，通讯业的私人行动互联网（MEC）将以64.9%的复合年增长率成长，全球年收入将达到68.2亿美元。

创新经营模式

  • 原因：eSIM 的发展透过支援远端 SIM 卡配置 (RSP)、多设定檔功能和进阶编配，为创新的物联网经营模式提供了可能。这些功能使新创公司能够透过远端管理连线、在通讯业者之间切换以及自动化设备生命週期管理，实现全球扩张。
  • Frost的观点：根据GSM协会（GSMA）新发布的SGP.32规范，行动通讯业者（MNO）将不再负责物联网装置的设定檔监控。这项服务将由eSIM提供者或设备製造商提供。致力于eSIM服务创新的行动网路营运商主要面向消费者市场。我们预计未来两到五年内，eSIM在物联网领域的应用将会成长。

产业融合

  • 原因：大规模蜂巢式物联网（NB-IoT、LTE-M）和大规模免许可低功耗广域网路（LoRaWAN）的卫星整合将实现偏远地区的广域覆盖。低地球轨道（LEO）*卫星的普及将实现与设备的直接连接，从而降低网关和基础设施成本。
  • 弗罗斯特的观点是：“不同连接标准的整合将催生网路互联的趋势，使客户能够利用包括地面、卫星和高空平台（HAPS）在内的各种基础设施。生态系统协作将在农业、物流和环境监测等领域创造新的应用场景。”

按连接通讯协定进行分段

传统蜂巢式物联网（2G/3G、4G、5G）、大规模蜂巢式物联网（NB-IoT/LTE-M、5G RedCap）、大规模免许可低功耗广域网路（LoRaWAN、Sigfox 等）

区域细分

亚太地区（不含中国）、中国、欧洲、拉丁美洲、中东和非洲、北美

行业细分

汽车与运输、商业、金融服务与保险 (BFI)、製造业、智慧城市、能源与公共产业、医疗产业、零售、其他（物流与供应链、航太与国防、建筑、教育、饭店、消费物联网、智慧家庭、自然资源，包括采矿、石油天然气和农业）

成长驱动因素

  • 2024 年和 2025 年中国物联网连接的显着增长正在推动传统蜂巢式物联网生态系统向前发展。
  • 大力投资物联网的公司，尤其是在汽车、运输和物流领域，正在推动 4G 和 5G 连接的普及。
  • eSIM 简化了物联网设备的启动和管理，无需实体 SIM 卡及其物流。新的 SGP.32 GSMA 标准可望加速蜂巢式物联网的普及。
  • 5G专用网路与MEC（行动边缘运算）在製造业中的兴起将支援自主移动机器人（AMR）、用于品质检测和预测性维护的扩增实境（AR）以及数位双胞胎等应用，从而实现即时自动化和机器对机器通讯。
  • 通讯业者和汽车製造商正在为汽车和运输业部署 4G/5G 解决方案。蜂巢式物联网可在 Wi-Fi 和乙太网路无法覆盖的地区提供连接，从而支援电动车充电、资讯娱乐、导航、远端资讯处理和车辆诊断等应用。

成长抑制因素

  • 传统蜂巢式物联网连接服务的商品化导致了每位用户的平均收入（ARPU）下降。即使用户数量持续成长，连线服务的商品化仍对ARPU构成下行压力。
  • 在基本关税情境下，全球经济成长预计将从 2024 年的 3.2% 放缓至 2025 年的 2.8%。包括美国和中国在内的已开发市场的经济放缓，以及主要针对晶片组和半导体的报復性关税，正在影响供应链。
  • 5G 独立组网 (SA) 网路切片需要大量的基础设施成本，而企业缺乏在内部部署和管理网路的专业知识。
  • 在美洲、欧洲和亚太地区，5G 在物联网领域的发展仍然缓慢，这些地区的市场目前专注于将 5G 整合到固定无线存取和智慧型手机中。
  • 产业内缺乏标准化的解决方案和整合合作伙伴，导致垂直整合生态系统发展不足，限制了蜂巢式物联网的可扩展性。

目录

调查范围

  • 分析范围
  • 市场定义
  • 按连接通讯协定进行分段

战略问题

  • 为什么经济成长变得越来越困难？
  • The Strategic Imperative 8（TM）
  • 三大策略挑战对蜂巢式物联网和低功耗广域网路产业的影响

成长机会分析：传统蜂巢式物联网

  • 成长指标
  • 成长驱动因素
  • 成长抑制因素
  • 连接号预测
  • 技术连接预测
  • 按地区分類的连线预测
  • 产业连结预测
  • 按网路类型分類的连线预测
  • 预测分析

成长机会分析：大规模蜂巢式物联网

  • 成长指标
  • 成长驱动因素
  • 成长抑制因素
  • 连接号预测
  • 技术连接预测
  • 按地区分類的连线预测
  • 产业连结预测
  • 按网路类型分類的连线预测
  • 预测分析

成长机会分析：大规模免许可低功耗广域网

  • 成长指标
  • 成长驱动因素
  • 成长抑制因素
  • 连接号预测
  • 技术连接预测
  • 按地区分類的连线预测
  • 产业连结预测
  • 按网路类型分類的连线预测
  • 预测分析

成长机会领域

  • 成长机会 1：连网自动驾驶汽车协助高效、无事故交通运输
  • 成长机会2：智慧城市的免许可频宽低功耗广域网路技术
  • 成长机会 3：建立合作伙伴关係，以支援大规模蜂巢式物联网和低功耗广域网路技术以及促进互通性的公共产业生态系统

附录：未来倡议

  • 成长机会带来的益处和影响
  • 未来计划
  • 图表清单
  • 免责声明

调查范围

分析范围

市场定义

按连接通讯协定进行分段

战略要务

为什么经济成长变得越来越困难？

策略要务8 (TM)

三大策略挑战对蜂巢式物联网和低功耗广域网路产业的影响

简介目录
Product Code: KB89-67

Driving the Next Wave of IoT Growth through Large-Scale Deployments in Utilities, Smart Cities, Manufacturing, and Transportation

With the emergence of generative AI (GenAI), embedded SIM (eSIM), and satellite networks, the Internet of Things (IoT) space is undergoing a profound transformation. In response to these emerging trends, this study provides an overview of the traditional cellular IoT, massive cellular IoT, and non-licensed low-power wide area network (LPWAN) markets.

Traditional cellular IoT connections are expected to grow from 2.77 billion in 2024 to 4.46 billion in 2030 at a compound annual growth rate (CAGR) of 8.3%, fueled by massive growth in IoT connections in China and investments in automotive, manufacturing, and banking and financial services that require 4G and 5G. Massive cellular IoT will grow at a 16.3% CAGR between 2024 and 2030, as operators migrate 2G/3G devices to LTE-M and NB-IoT and 5G RedCap grows exponentially.

Non-licensed LPWAN connections are forecast to grow from 0.50 billion in 2024 to 1.06 billion in 2030 at a 13.3% CAGR, mainly due to investments from utilities seeking to modernize electricity grids and replace gas/water meters with battery-powered, large-coverage, and low-cost devices on a large scale. Furthermore, customers are accelerating the adoption of LPWAN technologies, such as LoRaWAN, Sigfox, and Wi-SUN, for large-scale deployments in street lighting, asset tracking, agriculture, and smart buildings.

This study analyzes these 3 markets, highlighting their key drivers and restraints, as well as market size. 2024 is the base year, and the forecast period is from 2025 to 2030. The study is segmented by technology type, region, vertical, and network type (public and private).

The Impact of the Top 3 Strategic Imperatives on the Cellular IoT and LPWAN Industry

Disruptive Technologies

  • Why: GenAI tools are being increasingly integrated into IoT infrastructures. Private MEC, a private mobile network deployment with edge computing capabilities custom-built for enterprises, has expanded globally over the past 2 years.
  • Frost Perspective: Frost & Sullivan's 2024 Global IT Decision Maker (ITDM) Survey revealed that 44% of organizations utilize AI in IoT hardware and processors. Frost & Sullivan expects a CAGR of 64.9% for private MEC in telecommunications through 2029, reaching a global annual revenue of $6.82 billion.

Innovative Business Models

  • Why: eSIM development enables innovative IoT business models by supporting remote SIM provisioning (RSP), multi-profile capabilities, and advanced orchestration. These features allow new companies to scale globally by remotely managing connectivity, switching between operators, and automating the device life cycle.
  • Frost Perspective: According to the new GSM Association (GSMA) SGP.32 specification, MNOs will no longer manage profile monitoring in IoT devices. Instead, eSIM providers or device manufacturers will offer this service. MNOs innovating in eSIM services focus on the consumer segment. eSIM offerings for IoT will grow in the next 2-5 years.

Industry Convergence

  • Why: Massive cellular IoT (NB-IoT and LTE-M) and massive non-licensed LPWAN (LoRaWAN) integration with satellites enables wider area coverage in remote locations. The proliferation of LEO* satellites enables direct-to-device connectivity, reducing costs on gateways and infrastructure.
  • Frost Perspective: The convergence of different connectivity standards is giving rise to the network-of-networks trend, allowing customers to leverage various terrestrial, satellite, and high-altitude platform striving (HAPS) platforms. Ecosystem collaboration will drive new use cases across agriculture, logistics, and environmental monitoring.

Segmentation by Connectivity Protocol

Traditional Cellular IoT (2G/3G, 4G, 5G); Massive Cellular IoT (NB-IoT/LTE-M and 5G RedCap); and Massive Non-Licensed LPWAN (LoRaWAN, Sigfox, Others)

Segmentation by Region

Asia-Pacific (APAC, excluding China); China; Europe; Latin America (LATAM); Middle East and Africa (MEA); and North America

Segmentation by Vertical

Automotive and Transportation; Business, Financial Services, and Insurance (BFI); Manufacturing; Smart Cities; Energy and Utilities; Healthcare; Retail; and Others (logistics and supply chain, aerospace and defense, construction, education, hospitality, consumer IoT, smart homes, and natural resources that include mining, oil and gas, and agriculture)

Growth Drivers

  • China's massive growth in IoT connections in 2024 and 2025 is pushing the traditional cellular IoT ecosystem forward.
  • Enterprises making significant investments in IoT, particularly in the automotive, transportation, and logistics sectors, are driving the adoption of 4G and 5G connectivity.
  • An eSIM makes it easier to activate and manage IoT devices without a physical SIM card and its logistics. The new SGP.32 GSMA standard will accelerate cellular IoT adoption.
  • The rise of 5G private networks with MEC in manufacturing enables real-time automation and machine communication, supporting applications such as autonomous mobile robots (AMRs), augmented reality (AR) for quality inspections and predictive maintenance, and digital twins.
  • Telcos and vehicle manufacturers are launching solutions for the automotive and transportation industry with 4G/5G. Cellular IoT ensures connectivity when Wi-Fi and Ethernet are unavailable, enabling applications such as EV charging, infotainment, navigation, telematics, and vehicle diagnosis.

Growth Restraints

  • The commoditization of traditional cellular IoT connectivity service pricing is eroding ARPU. The commoditization of connectivity services puts downward pressure on average revenue per unit, even as adoption rises.
  • The global growth slowdown from 3.2% in 2024 to 2.8% in 2025 is expected under a baseline tariff scenario. Economic deceleration in advanced markets, including the United States and China, coupled with retaliatory tariffs, primarily targeting chipsets and semiconductors, is affecting supply chains.
  • 5G Standalone (SA) and network slicing require significant infrastructure costs, and businesses lack the expertise to deploy and manage networks internally.
  • The development of 5G for IoT is still slow across the Americas, Europe, and APAC. Markets are currently focusing on integrating 5G into fixed wireless access and smartphones.
  • Underdeveloped vertical ecosystems are limiting the scalability of cellular IoT as industries lack standardized solutions and integration partners.

Table of Contents

Research Scope

  • Scope of Analysis
  • Market Definitions
  • Segmentation by Connectivity Protocol

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 Industry

Growth Opportunity Analysis Traditional Cellular IoT

  • Growth Metrics
  • Growth Drivers
  • Growth Restraints
  • Connections Forecast
  • Connections Forecast by Technology
  • Connections Forecast by Region
  • Connections Forecast by Vertical
  • Connections Forecast by Type of Network
  • Forecast Analysis

Growth Opportunity Analysis Massive Cellular IoT

  • Growth Metrics
  • Growth Drivers
  • Growth Restraints
  • Connections Forecast
  • Connections Forecast by Technology
  • Connections Forecast by Region
  • Connections Forecast by Vertical
  • Connections Forecast by Type of Network
  • Forecast Analysis

Growth Opportunity Analysis Massive Non-Licensed LPWAN

  • Growth Metrics
  • Growth Drivers
  • Growth Restraints
  • Connections Forecast
  • Connections Forecast by Technology
  • Connections Forecast by Region
  • Connections Forecast by Vertical
  • Connections Forecast by Type of Network
  • Forecast Analysis

Growth Opportunity Universe

  • Growth Opportunity 1: Connected/Autonomous Vehicles for Efficient and Accident-Free Transportation
  • Growth Opportunity 2: Non-Licensed LPWAN Technology for Smart Cities
  • Growth Opportunity 3: Alliances Encourage the Utility Ecosystem to Promote Massive Cellular IoT and LPWAN Technologies and Interoperability

Appendix & Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer

Research Scope

Scope of Analysis

Market Definitions

Segmentation by Connectivity Protocol

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 Industry