物联网现况：2024年夏季

本报告全面总结了当前物联网市场评估和近期市场趋势，包括物联网分析团队为2024年第一季和第二季创建的许多详细见解。这些见解是基于 30 多个（虚拟）会议和网路研讨会、100 多个个人访谈和讨论以及各种报告和模型的独立调查结果。还包括企业物联网市场模型的更新结果以及其他最新报告的亮点。

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本报告的主要目的是丰富读者对物联网的了解，让他们了解当前塑造市场的趋势及其中短期发展。儘管讨论的焦点是物联网相关的主题，但有许多案例超出了物联网框架。本报告涵盖了最新的市场环境和预测、区域和行业重点领域、技术堆迭（网路安全、分析/人工智慧、平台/云端、通用软体、连接、硬体）、对併购活动的见解等等。相关的例子和证据证实了见解。

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目录

第1章 执行摘要

第2章 全球宏观经济环境

第3章 整体物联网业务前景

• 公司技术重点
• 宏观主题对物联网和整体技术市场的影响
• 2023年股指与物联网ETF表现对比
• 2024年第三季物联网业务整体前景
• 2024年第三季物联网实施的 5个热门主题/主题/领域

第4章 物联网市场最新趋势

• 世界物联网市场预测
• 为什么物联网连接总数的预测发生了变化
• 全球企业物联网市场预测
• 全球企业物联网市场预测：依细分市场
• 全球企业物联网市场预测：依技术分类
• 全球企业物联网市场预测：依地区
• 物联网用例：快照

第5章 影响物联网的主要技术趋势

• 影响物联网的主要技术趋势
• 人工智慧（新一代人工智慧、边缘人工智慧、AIoT）
• 连结性
• 物联网安全
• 永续发展

第6章 当前物联网趋势：分析师的观点

• 分析师对关键技术趋势和趋势的看法

第7章 近期物联网新闻

• 与物联网法规相关的公告
• 政府/公营部门物联网新闻
• 半导体投资新闻：2024年第一季至2024年第二季
• 推出新的物联网产品
• 与云端相关的物联网新闻
• 错误/漏洞新闻
• 永续发展新闻
• AI&AIoT相关新闻
• F1 中物联网失败与成功的差异

第8章 物联网人力资源发展

• 技术就业市场：2021-2024年美国就业状况
• 科技就业市场：人工智慧技能的取得与发展是重中之重
• 科技就业市场：人工智慧会抢走我们的工作吗？ - 不同的观点
• 技术就业市场：技术裁员

第9章 物联网/数位情绪：依地区

• 主要企业技术评论：依地区

第10章 物联网/数位情绪：依产业

• 主要企业技术备註：依行业

第11章 物联网/数位情绪：依技术堆迭分割

• 企业关键技术的评论：依技术堆迭

第12章 投资併购活动

• 物联网公司的全球融资：2017年至今
• 2024年第一季/第二季物联网相关新创企业融资轮数排名前100的公司
• 2024年第一季/第二季最大的三轮融资的详细信息
• 2024年第一第/第二季与物联网相关的着名 IPO
• 物联网相关收购
• 2024年第一季/第二季发生50项相关收购

第13章 物联网公司营收及股价表现

• 报告收益/股价表现：云端/平台公司
• 报告收益/股价表现：连结相关公司
• 报告收益/股价表现：半导体公司
• 报告收益/股价表现：安全和系统整合公司
• 报告收益和股价表现：工业自动化和城市基础设施公司

第14章 关于 IoT 分析

A comprehensive 171-page report on the current state of the Internet of Things, incl. market update, forecast, latest trends, and more.

The "State of IoT Summer 2024" is a current IoT market assessment and comprehensive summary of recent market actions, including a number of detailed insights generated by the IoT Analytics team in Q1 and Q2 2024. These insights are based on more than 30 (virtual) conferences and webinars, more than 100 individual interviews and discussions, and individual research results derived from different reports and models. The report also shows the results of our updated enterprise IoT market model and highlights from other recent reports.

SAMPLE VIEW

The main purpose of this document is to broaden our readers' knowledge of IoT and inform them about current trends shaping the market and short- and medium-term developments. All the discussed insights center around IoT-related topics but, in many instances, expand beyond IoT. The report presents a discussion of many current market developments, including the latest market environment and forecasts, regional and vertical focus areas, technology stack (cybersecurity, analytics/artificial intelligence [AI], platform/cloud, general software, connectivity, and hardware), and a discussion of investment and merger and acquisition (M&A) activities. Insights are substantiated with relevant examples and evidence.

SAMPLE VIEW

The report includes:

• Overview and summary
• Global macroeconomic environment (indicators and their impact on IoT)
• General IoT business sentiment (how macro themes affect IoT and the broader technology markets)
• Updated IoT market (size and forecast on IoT enterprise spending and the number of connected devices)
• Major tech trends affecting IoT (trends that are currently affecting IoT)
• The analysts' take (analysts providing their views of current market developments and trends)
• Recent IoT news (new regulations affecting IoT, government projects, product launches, security breaches, and more)
• IoT workforce developments (layoffs and job postings by IoT broader technology vendors and end users)
• IoT/digital sentiment by region (CEO quotes on short- and mid-term IoT/digital business sentiment)
• IoT/digital sentiment by vertical/industry (CEO quotes on short- and mid-term IoT/digital business sentiment by segment)
• IoT/digital sentiment by tech stack (CEO quotes on sentiment around software, cloud, platforms, cybersecurity, analytics/AI, connectivity, and hardware)
• IoT start-up investment and M&A activity (top recent IoT-related investments, funding rounds, initial public offerings, and acquisitions)
• IoT company revenues and stock performances (IoT-related revenues by IoT vendors and stock price performance)

Table of Contents

1. Executive summary

• 1.1. Executive summary
• 1.2. How IoT Analytics defines the "Internet of Things"
• 1.3. Key findings from selected IoT Analytics reports in Q1 2024 -Q2 2024

2. Global macroeconomic environment

• 2.1. The macro view-key indicators 2019-2024
• 2.2. The macro view-8 key themes to watch
• 2.3. Macro themes mentioned in corporate earnings calls in Q2 2024

3. General IoT business sentiment

• 3.1. Corporate technology priorities 2019-2025
• 3.2. How macro themes affect IoT and the broader technology markets
• 3.3. Performance comparison of stock indicates and IoT ETF in 2023
• 3.4. General IoT business sentiment going into Q3 2024
• 3.5. Five hot IoT adoption themes/topics/areas for 3Q 2024

4. Updated IoT market

• 4.1. Global IoT market forecast (in $B of connected IoT devices)
• 4.2. Global IoT market forecast (data table)
• 4.3. Why our forecast for the total number of IoT connections has changed
• 4.4. Global IoT enterprise market forecast
• 4.5. Global IoT enterprise market forecast by segment
• 4.6. Global IoT enterprise market forecast by technology
• 4.7. Global IoT enterprise market forecast by region
• 4.8. IoT Use Case snapshot

5. Major tech trend affecting IoT

• 5.1. Major tech trends affecting IoT
• 5.2. AI (GenAI, edge AI and AIoT)
• 5.3. Connectivity
• 5.4. IoT security
• 5.5. Sustainability

6. Current IoT trends - The analysts' take

• 6.1. Analysts' take on key tech trends and developments

7. Recent IoT news

• 7.1. IoT regulation-related announcements
• 7.2. Government and public sector-related IoT news
• 7.3. Semiconductor investments news Q1 2024-Q2 2024
• 7.4. New IoT product launches
• 7.5. IoT news related to the cloud
• 7.6. Bugs/vulnerabilities news
• 7.7. Sustainability news
• 7.8. News related to AI&AIoT
• 7.9. Difference between IoT failure and IoT success in Formula 1

8. IoT workforce developments

• 8.1. The tech job market: Job openings in the U.S. 2021-2024
• 8.2. The tech job market: Getting and developing AI skills is a top priority
• 8.3. Tech job market: Will Ai take our jobs?-Perspectives vary
• 8.4. Tech job market: Tech layoffs

9. IoT/digital sentiment by region

• 9.1. Selected enterprise technology quotes on regions

10. IoT/digital sentiment by vertical/industry

• 10.1. Selected enterprise technology quotes on verticals

11. IoT/digital sentiment by tech stack

• 11.1. Selected quotes on tech stack trends

12. Investments and M&A activity

• 12.1. Global funding of IoT companies-2017 until now
• 12.2. Top 100 IoT-related start-up funding rounds from Q1/Q2 '24
• 12.3. Zoom-in on the three biggest funding rounds from Q1/Q2 2024
• 12.4. Notable IoT-related IPOs from Q1/Q2 2024
• 12.5. IoT-related acquisitions
• 12.6 50-related acquisitions from Q1/Q2 2024

13. IoT company revenues and stock performance

• 13.1. Reported revenues and stock performance of cloud/platform players
• 13.2. Reported revenues and stock performance of connectivity players
• 13.3. Reported revenues and stock performance of semiconductor players
• 13.4. Reported revenues and stock performance of security and system integration players
• 13.5. Reported revenues and stock performance of industrial automation and city and infrastructure players

14. About IoT Analytics