蜂窝 M2M 加值服务市场机会、成长动力、产业趋势分析与预测 2025 - 2034

2024 年全球蜂窝 M2M 加值服务市场规模达到 56 亿美元，并有望大幅成长，预计 2025 年至 2034 年期间的复合年增长率为 16.2%。这项扩张主要得益于物联网 (IoT) 的快速普及以及各行各业对连网设备日益增长的需求。随着企业将物联网技术融入其运营，对高效、安全且可扩展的 M2M 服务的需求变得越来越重要。这些服务在增强设备通讯、优化运行效能以及确保跨各个平台的无缝连接方面发挥关键作用。随着连网装置数量的不断增长，企业积极寻求可靠的解决方案来管理、分析和保护其网络，进一步推动了对 M2M 增值服务的需求。

利用和分析庞大的物联网设备网路的资料的能力推动了设备管理、安全、资料分析和应用程式支援等关键领域的创新。全球各地的公司都认识到即时资料洞察的价值，从而导致用于优化 M2M 服务的投资激增。 5G网路的兴起也加速了这个市场的扩张，实现了更快、更有效率的资料传输，从而提升了M2M解决方案的整体效能。此外，医疗保健、智慧城市、物流和工业自动化等行业越来越多地整合 M2M 技术，以提高效率并简化营运。随着企业优先考虑自动化和数位转型，市场将在未来几年经历指数级成长。

蜂窝 M2M 加值服务市场细分为安全服务、设备管理、资料分析和应用程式支援。设备管理领域在 2024 年占据了 28% 的市场份额，反映了企业对监控和优化物联网设备的需求日益增长。随着公司越来越依赖连网设备，有效的管理解决方案对于确保安全性、效能和可扩展性至关重要。智慧家庭、医疗保健和工业自动化等行业对物联网设备的日益采用进一步推动了对先进设备管理服务的需求。随着越来越多的组织将连网技术融入其运营，预计到 2034 年该领域将创造 70 亿美元的收入。

就部署模型而言，市场分为基于云端的、本地的和混合解决方案。 2024 年，基于云端的服务占了 49% 的市场份额，为企业提供可扩展、经济高效且灵活的解决方案，用于管理 M2M 设备产生的大量资料。随着连网设备数量的不断增长，越来越多的公司开始采用云端解决方案来简化营运并降低基础设施成本。基于云端的平台的灵活性和效率使其成为希望扩展其 M2M 功能而又无需承担昂贵的内部设置负担的组织的首选。

2024 年，北美占据蜂窝 M2M 增值服务市场的 33%，其中美国占据领先地位。在电信和科技产业强劲发展的推动下，美国仍处于市场领先地位。该国先进的通讯基础设施，尤其是5G网路的广泛采用，正在促进更快、更可靠的设备通讯。医疗保健、製造业、物流和农业等行业越来越多地利用 M2M 解决方案来提高效率和连结性。领先技术供应商的强大影响力和持续的创新推动力进一步巩固了北美作为蜂窝 M2M 增值服务主要市场的地位。

目录

第 1 章：方法论与范围

• 研究设计
  • 研究方法
  • 资料收集方法
• 基础估计和计算
  • 基准年计算
  • 市场估计的主要趋势
• 预测模型
• 初步研究与验证
  • 主要来源
  • 资料探勘来源
• 市场定义

第 2 章：执行摘要

第 3 章：产业洞察

• 产业生态系统分析
• 供应商概况
  • M2M 设备製造商
  • 蜂窝网路营运商
  • 物联网平台供应商
  • 系统整合商
  • 最终用户
• 利润率分析
• 技术与创新格局
• 重要新闻及倡议
• 监管格局
• 蜂窝 M2M 加值服务的用例
• 产业衝击力
  • 成长动力
    • 物联网（IoT）的快速发展
    • 5G网路的扩展
    • 资料分析与人工智慧的进步
    • 远端监控和管理的需求增加
  • 产业陷阱与挑战
    • 实施成本高
    • 安全担忧加剧
• 成长潜力分析
• 波特的分析
• PESTEL 分析

第四章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第五章：市场估计与预测：按服务，2021 - 2034 年

• 主要趋势
• 安全服务
• 设备管理
• 数据分析
• 应用程式支援
• 其他的

第六章：市场估计与预测：依部署模式，2021 - 2034 年

• 主要趋势
• 基于云端
• 本地
• 杂交种

第 7 章：市场估计与预测：按技术，2021 - 2034 年

• 主要趋势
• 2G/3G
• 4G/LTE
• 5G

第 8 章：市场估计与预测：按最终用途，2021 - 2034 年

• 主要趋势
• 製造业
  • 安全服务
  • 设备管理
  • 数据分析
  • 应用程式支援
  • 其他的
• 卫生保健
  • 安全服务
  • 设备管理
  • 数据分析
  • 应用程式支援
  • 其他的
• 运输与物流
  • 安全服务
  • 设备管理
  • 数据分析
  • 应用程式支援
  • 其他的
• 能源与公用事业
  • 安全服务
  • 设备管理
  • 数据分析
  • 应用程式支援
  • 其他的
• 汽车
  • 安全服务
  • 设备管理
  • 数据分析
  • 应用程式支援
  • 其他的
• 其他的

第 9 章：市场估计与预测：按地区，2021 - 2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 西班牙
  • 义大利
  • 俄罗斯
  • 北欧
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳新银行
  • 东南亚
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• 中东及非洲
  • 阿联酋
  • 南非
  • 沙乌地阿拉伯

第十章：公司简介

• AT&T
• Aeris Communications
• Amdocs
• Digi International Inc
• eDevice
• Intel
• KDDI Corporation
• KORE Wireless
• Orange SA
• Oxio
• Rogers Communication
• Semtech
• Telefonica
• Telit Cinterion
• Verizon
• Vodafone

The Global Cellular M2M Value-Added Services Market reached USD 5.6 billion in 2024 and is poised for substantial growth, with a projected CAGR of 16.2% between 2025 and 2034. This expansion is primarily fueled by the rapid proliferation of the Internet of Things (IoT) and the increasing demand for interconnected devices across industries. As businesses integrate IoT technologies into their operations, the need for efficient, secure, and scalable M2M services is becoming more critical. These services play a pivotal role in enhancing device communication, optimizing operational performance, and ensuring seamless connectivity across various platforms. With an ever-growing number of connected devices, businesses actively seek reliable solutions to manage, analyze, and secure their networks, further boosting demand for M2M value-added services.

The ability to harness and analyze data from a vast network of IoT devices drives innovation in key areas such as device management, security, data analytics, and application enablement. Companies worldwide recognize the value of real-time data insights, leading to a surge in investments aimed at optimizing M2M services. The rise of 5G networks is also accelerating this market expansion, enabling faster and more efficient data transmission, which enhances the overall performance of M2M solutions. Moreover, industries such as healthcare, smart cities, logistics, and industrial automation are increasingly integrating M2M technologies to enhance efficiency and streamline operations. With businesses prioritizing automation and digital transformation, the market is set to experience exponential growth in the coming years.

The cellular M2M value-added services market is segmented into security services, device management, data analytics, and application enablement. The device management segment accounted for 28% of the market share in 2024, reflecting the growing need for businesses to monitor and optimize IoT-enabled devices. As companies become more reliant on connected devices, effective management solutions are essential for ensuring security, performance, and scalability. The increasing adoption of IoT devices in industries such as smart homes, healthcare, and industrial automation further drives demand for advanced device management services. This segment is expected to generate USD 7 billion by 2034, as more organizations integrate connected technologies into their operations.

Regarding deployment models, the market is divided into cloud-based, on-premises, and hybrid solutions. Cloud-based services held a dominant 49% market share in 2024, offering businesses scalable, cost-effective, and flexible solutions for managing the vast amounts of data generated by M2M devices. As the number of connected devices continues to grow, companies are increasingly turning to cloud solutions to streamline operations and minimize infrastructure costs. The flexibility and efficiency of cloud-based platforms make them the preferred choice for organizations looking to scale their M2M capabilities without the burden of costly on-premises setups.

North America accounted for 33% of the cellular M2M value-added services market in 2024, with the U.S. leading the region. The U.S. remains at the forefront of the market, driven by a robust telecom and technology sector. The country's advanced communication infrastructure, particularly the widespread adoption of 5G networks, is facilitating faster and more reliable device communication. Industries such as healthcare, manufacturing, logistics, and agriculture are increasingly leveraging M2M solutions to enhance efficiency and connectivity. The strong presence of leading technology providers and the continuous push for innovation further solidify North America's position as a key market for cellular M2M value-added services.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Base estimates and calculations
  • 1.2.1 Base year calculation
  • 1.2.2 Key trends for market estimates
• 1.3 Forecast model
• 1.4 Primary research & validation
  • 1.4.1 Primary sources
  • 1.4.2 Data mining sources
• 1.5 Market definitions

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Supplier landscape
  • 3.2.1 M2M device manufacturers
  • 3.2.2 Cellular network operators
  • 3.2.3 IoT platform providers
  • 3.2.4 System integrators
  • 3.2.5 End users
• 3.3 Profit margin analysis
• 3.4 Technology & innovation landscape
• 3.5 Key news & initiatives
• 3.6 Regulatory landscape
• 3.7 Use cases of cellular M2M value added services
• 3.8 Industry impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Rapid growth of the Internet of Things (IoT)
    • 3.8.1.2 Expansion of 5G networks
    • 3.8.1.3 Advances in data analytics and AI
    • 3.8.1.4 Increased demand for remote monitoring and management
  • 3.8.2 Industry pitfalls & challenges
    • 3.8.2.1 High cost of implementation
    • 3.8.2.2 Rising security concerns
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Service, 2021 - 2034 ($Bn)

• 5.1 Key trends
• 5.2 Security services
• 5.3 Device management
• 5.4 Data analytics
• 5.5 Application enablement
• 5.6 Others

Chapter 6 Market Estimates & Forecast, By Deployment Mode, 2021 - 2034 ($Bn)

• 6.1 Key trends
• 6.2 Cloud-based
• 6.3 On-premises
• 6.4 Hybrid

Chapter 7 Market Estimates & Forecast, By Technology, 2021 - 2034 ($Bn)

• 7.1 Key trends
• 7.2 2G/3G
• 7.3 4G/LTE
• 7.4 5G

Chapter 8 Market Estimates & Forecast, By End Use, 2021 - 2034 ($Bn)

• 8.1 Key trends
• 8.2 Manufacturing
  • 8.2.1 Security services
  • 8.2.2 Device management
  • 8.2.3 Data analytics
  • 8.2.4 Application enablement
  • 8.2.5 Others
• 8.3 Healthcare
  • 8.3.1 Security services
  • 8.3.2 Device management
  • 8.3.3 Data analytics
  • 8.3.4 Application enablement
  • 8.3.5 Others
• 8.4 Transportation & logistics
  • 8.4.1 Security services
  • 8.4.2 Device management
  • 8.4.3 Data analytics
  • 8.4.4 Application enablement
  • 8.4.5 Others
• 8.5 Energy & utilities
  • 8.5.1 Security services
  • 8.5.2 Device management
  • 8.5.3 Data analytics
  • 8.5.4 Application enablement
  • 8.5.5 Others
• 8.6 Automotive
  • 8.6.1 Security services
  • 8.6.2 Device management
  • 8.6.3 Data analytics
  • 8.6.4 Application enablement
  • 8.6.5 Others
• 8.7 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Russia
  • 9.3.7 Nordics
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 ANZ
  • 9.4.6 Southeast Asia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 MEA
  • 9.6.1 UAE
  • 9.6.2 South Africa
  • 9.6.3 Saudi Arabia

Chapter 10 Company Profiles

• 10.1 AT&T
• 10.2 Aeris Communications
• 10.3 Amdocs
• 10.4 Digi International Inc
• 10.5 eDevice
• 10.6 Intel
• 10.7 KDDI Corporation
• 10.8 KORE Wireless
• 10.9 Orange SA
• 10.10 Oxio
• 10.11 Rogers Communication
• 10.12 Semtech
• 10.13 Telefonica
• 10.14 Telit Cinterion
• 10.15 Verizon
• 10.16 Vodafone