企业物联网现况（2026）：人工智慧时代的互联运营

报告概述

本报告全面概​​述了当前企业物联网市场评估及近期市场趋势。报告中还包含物联网分析团队在2025年第三季和第四季产生的详细洞察。这些洞察是基于对主要会议、贸易展览和网路研讨会的持续报告。物联网分析团队每年进行超过500次个人访谈与讨论。本报告也包含从各种报告和模型中得出的个别发现。此外，报告还展示了更新后的企业物联网市场模型的结果，并重点介绍了其他近期报告的内容。

本报告包​​含：

• 摘要整理：分析师对自主时代的展望以及主要发现的总结。
• 全球宏观经济环境：2019-2025 年关键指标，六大值得关注的主题，包括关税和人口趋势。
• 物联网整体业务趋势：深入分析宏观主题的影响、工业自动化市场前景及挑战。
• 物联网市场最新动态：2035 年前物联网设备连接数预测、按技术、细分市场和地区划分的企业物联网支出预测以及厂商市场占有率。
• 工业物联网趋势与发展：生成式人工智慧和基于代理的人工智慧的应用、西门子、微软和 AWS 等厂商的最新进展以及 Gridware 等新兴新创公司的发展动态。
• 物联网连接趋势与发展：LTE Cat-1 bis/5G RedCap 的应用、卫星通讯整合、eSIM/iSIM 的成长以及沃达丰、中国行动等厂商的最新动态。
• 物联网硬体趋势与发展：MCU中的边缘人工智慧、美国半导体投资、RISC-V发展势头以及高通和英飞凌的厂商动态
• 其他物联网相关趋势：永续发展与网路安全法规（CRA、ESPR）对物联网的影响以及资料中心基础设施投资分析
• 物联网人才趋势：工业物联网厂商招募趋势、人工智慧相关职缺成长以及近期技术裁员
• 投资与併购趋势：全球物联网融资趋势、新兴工业人工智慧独角兽企业以及对高通边缘人工智慧收购案的详细分析

目录

第一章：摘要整理

• 分析师观点：人工智慧时代的企业物联网
• 摘要整理 (4)部件）
• 註：本报告对企​​业物联网的定义较为广泛。
• 主要物联网分析报告的关键发现

第二章：全球宏观经济环境

• 宏观视角：关键指标
• 宏观视角：值得关注的关键主题
• 影响工业企业技术市场的宏观主题
• 儘管财报电话会议中提及物联网的次数有所减少，但物联网仍是热门话题
• 当前企业物联网市场的关键讯号

第三章：物联网业务整体展望

• 工业自动化市场展望
• 详细分析：物联网设备製造商面临的关键挑战（三部分系列）
• 已连接物联网设备的数量
• 智慧边缘AI物联网设备的数量
• 已连接企业物联网设备的数量
• 全球企业物联网市场预测

第四章：物联网市场趋势

• 全球物联网企业市场预测：依技术分类
• 企业物联网技术堆迭：定义
• 全球物联网企业市场预测：按细分市场
• 全球物联网企业市场预测：按地区
• 领先的企业物联网供应商：市场占有率
• 近期工业物联网趋势与发展
• 工业物联网趋势
• 物联网趋势
• 物联网分析 1：过去十年物联网平台的演进
• 工业物联网分析 2：最大的工业人工智慧供应商
• 工业物联网分析 3：基于代理的人工智慧 vs. 人工智慧代理 vs. 代理

第五章：工业物联网

• 工业物联网供应商更新：西门子
• 工业物联网供应商更新：研华
• 工业物联网供应商更新：ABB
• 工业物联网供应商更新：横河电机
• 工业物联网供应商更新：AWS
• 工业物联网供应商更新：微软
• 工业物联网公司专题 1：Gridware
• 工业物联网公司专题 2：Helsing
• 工业物联网公司专题 3：Nanoprecise
• 近期工业物联网产品发表新闻

第六章：物联网连线

• 近期物联网连结趋势与发展
• 物联网连线趋势
• 物联网连线分析：卫星物联网与其他物联网无线技术的比较
• 物联网连接供应商更新：沃达丰
• 物联网连接供应商更新：中国移动
• 物联网连结公司专题：Hubble Network
• 物联网连接公司专题：Morse Micro
• 物联网连接公司专题：One Layer
• 近期物联网连结产品发布新闻

第七章 物联网硬体

• 近期物联网硬体趋势与发展
• 物联网硬体趋势
• 物联网硬体分析：人工智慧的崛起
• 物联网硬体厂商动态：高通
• 物联网硬体厂商动态：英飞凌
• 特色物联网硬体公司：Openlight
• 特色物联网硬体公司：Axelera AI
• 特约物联网硬体公司：Ambiq Micro
• 近期物联网硬体产品发布新闻

第八章：其他物联网

• 近期物联网相关趋势与发展
• 其他物联网相关趋势
• 分析1：影响企业的法规
• 分析2：资料中心基础设施支出分布
• 其他厂商动态： Palantir

第九章：物联网人才团队建设

• 主要工业物联网供应商的职缺
• 按主要类别划分的职位索引（仅限美国）
• 人工智慧相关职位占总职位的百分比（仅限美国）
• 科技就业市场：近期裁员状况

第十章：投资与併购活动

• 全球物联网公司融资状况
• 2025 年工业物联网/人工智慧独角兽企业预测
• 近期物联网收购案
• 详细分析：高通近期收购建构边缘人工智慧开发平台

第十一章：物联网分析概论

A comprehensive 124-page report on the current state of enterprise Internet of Things with a focus on edge and industrial AI, including market update, forecasts, latest trends, and more.

Overview of the State of Enterprise IoT 2026 report

The State of Enterprise IoT 2026: Connected operations in the AI era report is a current enterprise IoT market assessment and comprehensive summary of recent market actions, including a number of detailed insights generated by the IoT Analytics team in Q3 and Q4 2025. These insights are based on our continued coverage of leading conferences, fairs and exhibits as well as webinars. IoT Analytics conducts more than 500 individual interviews and discussions per year. This report also includes individual research results derived from different reports and models. The report shows the results of our updated enterprise IoT market model and highlights from other recent reports.

The main purpose of this document is to broaden our readers' knowledge of enterprise 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/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.

The report includes

• Executive summary (Analyst opinion on the autonomous operations era, summary of key findings)
• Global macroeconomic environment (Key indicators 2019-2025, 6 key themes to watch including tariffs and demographics)
• General IoT business sentiment (Impact of macro themes, industrial automation market view, and deep dive on challenges)
• Updated IoT market (IoT device connections forecast to 2035, enterprise IoT spending forecast by technology/segment/region, and vendor market shares)
• Industrial IoT trends & developments (GenAI and agentic AI adoption, vendor updates from Siemens/Microsoft/AWS, and upcoming startups like Gridware)
• IoT connectivity trends & developments (Adoption of LTE Cat-1 bis/5G RedCap, satellite integration, eSIM/iSIM growth, and vendor updates from Vodafone/China Mobile)
• IoT hardware trends & developments (Edge AI in MCUs, US semiconductor investment, RISC-V momentum, and vendor updates from Qualcomm/Infineon)
• Other IoT-related trends (Impact of sustainability and cybersecurity regulations (CRA, ESPR) on IoT, and analysis of data center infrastructure spending)
• IoT workforce developments (Job opening trends for industrial IoT vendors, rise in AI roles, and recent tech layoffs)
• Investments and M&A activity (Global IoT funding trends, new industrial AI unicorns, and deep dive on Qualcomm's edge AI acquisitions)

Table of Contents

1. Executive summary

• Analyst opinion: Enterprise IoT in the era of AI
• Executive summary (4 parts)
• Reminder: This report takes a broad definition of enterprise IoT
• Key findings from selected IoT Analytics reports

2. Global macroeconomic environment

• The macro view: Key indicators
• The macro view: Key themes to watch
• How macro themes affect industrial enterprise technology markets
• IoT sentiment remains elevated, despite fewer mentions in corporate earnings calls
• Key signals in the enterprise IoT market right now

3. General IoT business sentiment

• Industrial automation market view
• Deep dive: Key challenges for IoT device makers (3 parts)
• Number of connected IoT devices
• Number of intelligent edge AI IoT devices
• Number of connected enterprise IoT devices
• Global IoT enterprise market forecast

4. Updated IoT market

• Global IoT enterprise market forecast by technology
• Enterprise IoT tech stack: Definitions
• Global IoT enterprise market forecast by segment
• Global IoT enterprise market forecast by region
• Leading enterprise IoT vendors: Market share 2024
• Recent IIoT trends & developments
• IIoT Trend 1
• IoT Trend 2
• IIoT Trend 3 (2 parts)
• IIoT Trend 4
• IoT analysis 1: IoT platforms evolution in past 10 years (2 parts)
• IIoT analysis 2: The largest industrial AI vendors
• IIoT analysis 3: Agentic AI vs. AI agents vs. agents

5. Industrial IoT

• IIoT vendor update 1: Siemens (3 parts)
• IIoT vendor update 2: Advantech (2 parts)
• IIoT vendor update 3: ABB
• IIoT vendor update 4: Yokogawa (2 parts)
• IIoT vendor update 4: AWS (2 parts)
• IIoT vendor update 5: Microsoft (2 parts)
• Upcoming IIoT company 1: Gridware
• Upcoming IIoT company 2: Helsing
• Upcoming IIoT company 3: Nanoprecise
• Recent IIoT product launch news (4 parts)

6. IoT connectivity

• Recent IoT connectivity trends & developments
• IoT connectivity trend 1
• IoT connectivity trend 2
• IoT connectivity trend 3
• IoT connectivity trend 4
• IoT connectivity analysis 1: Comparing satellite IoT vs other IoT wireless technologies
• IoT connectivity vendor update 1: Vodafone
• IoT connectivity vendor update 2: China Mobile (2 parts)
• Upcoming IoT connectivity company 1: Hubble Network
• Upcoming IoT connectivity company 2: Morse Micro
• Upcoming IoT connectivity company 3: One Layer
• Recent IoT connectivity product launch news

7. IoT hardware

• Recent IoT hardware trends & developments
• IoT hardware trend 1
• IoT hardware trend 2
• IoT hardware trend 3
• IoT hardware analysis 1: The rise of artificial intelligence (3 parts)
• IoT hardware vendor update 1: Qualcomm
• IoT hardware vendor update 2: Infineon
• Upcoming IoT hardware company 1: Openlight
• Upcoming IoT hardware company 2: Axelera AI
• Upcoming IoT hardware company 3: Ambiq Micro
• Recent IoT hardware product launch news

8. Other IoT

• Recent other IoT-related trends & developments
• Other IoT-related trend 1
• Other IoT-related trend 2
• Analysis 1: Regulations that will impact enterprises
• Analysis 2: Data center spending distribution across infrastructure
• Other vendor update: Palantir

9. IoT workforce developments

• Job openings by selected leading industrial IoT vendors
• Job opening index in selected categories (US only)
• AI job openings as share of all job openings (US only)
• The tech job market: Selected recent layoffs

10. Investments and M&A activity

• Global funding of IoT companies
• Industrial IoT/AI unicorns produced in 2025
• Recent IoT-related acquisitions
• Deep dive: Qualcomm's recent acquisitions are building an edge AI development platform

11. About IoT Analytics