物联网 (IoT) 平台市场 - 增长、趋势、COVID-19 影响和预测（2022-2027 年）

物联网 (IoT) 平台市场预计在预测期内以 15.2% 的复合年增长率增长。

IoT 平台由专为 IoT 应用程序设计的开发板组成。这些平台在物联网设备的各种设计人员将他们的项目连接到互联网方面发挥着关键作用。物联网平台提供与各种支持物联网的硬件设备的连接，例如笔记本电脑、移动和可穿戴健身设备、工业控制系统和汽车远程信息处理单元。

主要亮点

• 物联网平台，也称为应用支持平台 (AEP)，被定义为一种中间件形式，位于物联网设备、网关和应用程序层之间，并支持其构建。典型的物联网平台由基本组件组成，包括处理单元、内存单元和连接模块。它们允许轻鬆集成现有的现成传感器和执行器。
• 物联网平台是物联网架构的关键组件，它连接虚拟世界和现实世界，在管理数据流的同时实现对象之间的通信。它还支持应用程序开发，并为连接的物联网设备提供基本分析。
• 物联网平台专为物联网应用而构建，并被多位支持物联网的硬件设备设计人员使用，例如手机、笔记本电脑、工业控制系统 (ICS)、可穿戴健身设备和汽车远程信息处理单元。由各种开发板组成，这些开发板在将项目连接到 Internet 方面发挥着重要作用。随着平台整合成为一种趋势，一致的协作正在扩大其市场地位，增加功能，同时专注于最大限度地减少访问所需的应用程序数量。例如，2022 年 1 月，物联网运营商 1NCE 和亚马逊网络服务 (AWS) 宣布建立合作伙伴关係，以促进 1NCE 物联网平台的扩展，并将其云原生物联网服务分发到更接近全球客户的位置。 1NCE 独特的软件产品基于 AWS 构建，可将蜂窝物联网连接快速即插即用地集成到物联网开发人员开发的解决方案中。
• 在物联网生态系统中，联网设备的数量持续增长。这使得传输、下载和上传大量数据至关重要，主要是在企业数据中心。这些数据中心正在部署物联网平台，以提高他们在管理物联网数据资源的专业知识、速度和敏捷性方面的能力。由于连接的物联网设备数量增加，数据量增加，大数据也有望成为研究市场的补充领域。
• 预计在预测期内，对云上数据存储的需求不断增加以及对数据分析的需求不断增加等因素将推动企业物联网平台市场的发展。不断增长的数据流量已成为导致云数据存储需求的主要潜在因素。随着全球物联网应用的增加，设备之间的连接性也在增加。因此，积累了大量的数据。
• 为了在大流行期间最大限度地减少接触，医疗保健组织正在部署物联网解决方案来帮助保护 PPE。五家美国医院已经开始测试美敦力世界上第一台可以远程监控和调整的呼吸机。美敦力 (Medtronic) 的呼吸机专为 COVID-19 打造，允许从业者使用笔记本电脑从任何地方远程监控和调整呼吸机，从而帮助医院减少 PPE 的使用。根据 Microsoft 2021 年 10 月的 IoT Signals 报告，COVID-19 为组织及其 IoT 战略带来了意想不到的好处，在接受调查的所有行业利益相关者中，约 44% 的人 31% 预计 COVID-19 将加速他们的 IoT 投资大流行。

主要市场趋势

医疗保健有望显着增长

• 根据 BICS SA/NV 的数据，联网医疗设备占所有物联网技术的 40%，并且有望通过易于部署的监控和报告功能打造更好的患者体验来改变整个行业。
• 全球医护人员短缺是该行业的主要问题。预计到 2025 年，仅美国就将面临 124,000 名医生的短缺。虽然这在亚洲和非洲低于预期，但仍然是一个严重的赤字。这一因素表明需要升级医疗设施和医疗保健行业的快速增长，这可能会进一步推动市场。对先进医疗设备和联网医疗设备的需求可能会增加。
• 使用物联网对抗与生活方式相关的疾病仍处于早期阶段，而且成本高昂。一般消费者一般不会体验到这些服务。这为服务于此类消费群体的供应商提供了机会。
• 例如，在 2022 年 1 月的 CES 2022 上，Olea Sensor Networks 宣布了基于 Olea 用于非接触式和远程生命体征监测的下一代系统“OleaSense”的“OSN 数位健康平台”。用于物联网产品开发和高级研究的数字健康开发平台使用 Olea 的 AI 信号处理和峰值检测算法来处理实时数据并提取心率、呼吸和心率变异性等生命统计数据。
• 为了推动物联网应用的创新，支持技术已成为医疗保健行业的一项基本需求。基于物联网的医疗保健系统的实施基于从医院、康復中心、社区和家庭收集的大数据。收集到的数据实时更新，连接的事物之间可以同时发生数据交易。资讯可以存储在服务器上。

北美有望占据很大份额

• 根据 GSMA Intelligence 的数据，到 2025 年，北美将有 54 亿个物联网 (IoT) 连接。北美在 2019 年拥有 28 亿个物联网连接。组织推动物联网的采用是为了提高运营效率和提高竞争力，但在这个领域，物联网的采用是由成本降低推动的。 Ovum 的一项研究发现，美国公司经常使用物联网来降低成本。
• 物联网在美国是一个快速发展的行业。美国的现代製造设施依靠新技术和创新以更低的成本和更高的速度生产更高质量的产品。根据消费者技术协会的数据，到 2021 年，美国联网设备的出货量将从 2016 年的 6.21 亿台增长到 7.91 亿台。
• 物联网技术正在克服製造业的人力短缺问题，尤其是在美国等发达国家。出于这个原因，美国联邦政府和私营公司正在投资工业 4.0 物联网技术，以增加美国在中国等劳动力成本低的国家失去的工业基础。因此，物联网技术可以主要推动整个地区采用智能工厂解决方案。
• 为了满足客户的动态需求并加强其产品组合，公司正在为现有产品添加新功能并开发新产品。例如，2021 年 11 月，加速消费品牌和互联网服务提供商 (ISP) 数位化转型的物联网 (IoT) 平台参与者 Isla Networks 将成为一家在全国拥有 500 多家门店的加拿大公司。轮胎集团公司宣布将采用该公司的交钥匙物联网固件来交付可在全球范围内使用的全新智能家居产品系列。
• 此外，2022 年 2 月，Rogers Communications 的业务部门 Rogers Business 宣布推出适用于智能城市和智能建筑的全新 IoT（物联网）解决方案。这些来自罗杰斯多元化合作伙伴的新解决方案将通过提高水、停车、交通、运输和车队管理方面的响应能力和效率来增强罗杰斯当前的物联网产品组合。空气质量、安全和数位标牌系统的先进技术也包含在新的智能建筑解决方案中。

竞争格局

由于国内和国际市场存在众多参与者，物联网 (IoT) 平台市场分散且竞争激烈。由于市场上有许多技术巨头，因此市场显得分散。市场参与者正在采取各种策略，例如产品创新和併购。市场上的主要参与者包括 IBM Corporation、Microsoft Corporation、SAP 等。

• 2022 年 3 月 - MVNO 和物联网解决方案提供商 Sierra Wireless 是 5G 领域的市场领导者，是美国规模最大、速度最快的 5G 网络，旨在增强其在全球范围内提供低功耗广域 (LPWA) 连接的智能连接服务。宣布它将扩大与拥有全国性 5G 网络的 T-Mobile 的合同。通过此次合作，T-Multiband Mobile 的 5G 连接将为需要高吞吐量和低延迟的固定应用提供 4G LTE 超高数据，例如商业安全/影像监控、远程医疗服务、数位自动售货和标牌。美国客户也一样。
• 2021 年 11 月 - L&T Technology Services Ltd (LTTS) 能源与可持续发展管理器解决方案现已在 Microsoft Azure 上推出，以进行数位化转型并构建未来增长的可持续工厂。该交易是 LTTS 与微软加强合作的一部分，旨在通过 Azure 的企业云优先、移动优先架构向全球企业提供其先进的技术製造解决方案套件。

其他特典

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

内容

第 1 章介绍

• 研究假设和市场定义
• 调查范围

第 2 章研究方法

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 工业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买家的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场动态

• 市场促进因素（自动化的进步、使大数据分析成为重要资产、增加对物联网的投资等）
• 市场挑战（市场分散、缺乏平台扩展和管理的基础设施等）
• 主要用例和案例研究（供应链可视化、智能灌溉、服务管理、製造绩效等）
• 市场进入策略（生态系统开发、客户成功、定价等）
• 物联网市场格局（当前情景、各种类别的支出、影响行业增长的关键因素、按支出划分的关键最终用户行业、关键发展等）

第 6 章市场细分

• 按部署
  • 本地
  • 云端/服务
• 按平台类型
  • 应用启用
  • 设备管理
  • 高级分析
  • 云存储/IaaS
  • 连接性
• 按最终用户行业
  • 工业领域
  • 互联建筑
  • 智能家居
  • 移动性
  • 医疗
  • 其他最终用户应用
• 区域资讯
  • 北美
  • 欧洲
  • 亚太地区
  • 世界其他地区

第 7 章竞争格局

• 公司简介
  • IBM Corporation
  • Microsoft Corporation
  • PTC Inc.
  • SAP SE
  • Siemens AG
  • C3.ai
  • Oracle Corporation
  • GE Digital（General Electric Company）
  • Hitachi Ltd
  • Software AG
  • ABB Ltd
  • Amazon Web Services Inc.
  • AVEVA Group PLC
  • Alitzon Inc.
  • Robert Bosch GmbH

第 8 章投资分析

第 9 章市场潜力

The Internet of Things (IoT) platform market is expected to register a CAGR of 15.2% over the forecast period. IoT platforms consist of development boards that are designed particularly for IoT applications. These platforms play an important role in helping various designers of IoT devices to connect their projects to the internet. IoT platform provides connectivity to various IoT-compatible hardware devices such as laptops, mobiles, wearable fitness devices, industrial control systems, automotive telematics units, etc.

Key Highlights

• IoT platforms, also called application enablement platforms or AEPs, are defined as a form of middleware that lies between the layers of IoT devices and gateways and applications, which it enables to build. A typical IoT platform consists of essential components that include a processing unit, a memory unit, and a connectivity module. They allow easy integration of existing commercial sensors and actuators.
• IoT platforms are the main component of IoT architecture that connects the virtual world and the real world and enable communication between objects while managing data flows. They also support application development and provide basic analytics for connected IoT devices.
• IoT platforms are designed specifically for IoT applications and consist of various development boards that play a crucial role in helping multiple designers of IoT-compatible hardware devices such as mobiles, laptops, industrial control systems (ICS), wearable fitness devices, and automotive telematics units to connect their project to the internet. Consistent collaborations are broadening market positions as consolidations of platforms has become the trend, with an emphasis on increasing functionality whilst minimizing the number of applications required to access them. For instance, in January 2022, the IoT Carrier 1NCE and Amazon Web Services (AWS) collaborated to boost the expansion of 1NCEs IoT platform, dispersing its cloud-native IoT offering closer to customers worldwide. Its unique software offering is built on AWS to enable quick integration of cellular IoT connectivity into solutions developed by IoT developers with plug-and-play functionalities.
• The market has been witnessing an increasing number of connected devices in an IoT ecosystem. Because of this, the need for transferring, downloading, and uploading large volumes of data, mostly in enterprise data centers, has become essential. These centers are deploying IoT platforms to enhance their capabilities in terms of expertise, speed, and agility to manage IoT data resources. As the amount of data grows owing to an increasing number of connected IoT devices, big data is another field that is expected to complement the studied market.
• Factors such as increasing demand for data storage over the cloud and growing demand for data analytics are expected to boost the market for enterprise IoT platforms over the forecast period. Increased data traffic has been the main underlying factor responsible for the demand for cloud data storage. With an increase in IoT adoption across the world, connectivity among devices is also growing. Hence, there is an accumulation of vast piles of data.
• The increased efforts to minimize contact amid the pandemic drive healthcare organizations to deploy IoT solutions that help preserve PPE. Five US hospitals have jumped to test Medtronic's first-of-its-kind ventilator that can be monitored and adjusted remotely. Medtronics' ventilator, which was created in response to COVID-19, is helping to reduce hospital use of PPE by allowing practitioners to remotely monitor and adjust the ventilator via a laptop computer from anywhere. According to Microsoft's IoT Signals report from October 2021, COVID-19 resulted in unexpected benefits for organizations and their IoT strategies, with nearly 44% of all surveyed industry professionals expected to accelerate their IoT investments as a result of the COVID-19 pandemic compared to 31% in 2020.

Key Market Trends

Medical is Expected to Witness Significant Growth

• According to the BICS SA/NV, connected medical devices are expected to represent 40% of all IoT technology, transforming the industry by building an enhanced patient experience with easy-to-deploy monitoring and reporting proficiencies.
• A worldwide shortage of healthcare workers is a significant concern for the industry. In the United States alone, the shortage is projected at 124,000 physicians by 2025. Although it is lower than the anticipated shortages in Asia and Africa, it still signifies a crucial deficiency. This factor indicates a need for upgraded medical facilities and rapid growth in the healthcare sector, which may further drive the market. Advanced and connected medical equipment are more likely to experience demand.
• Lifestyle disease management applications involving IoT are still at a nascent stage and are costly. Ordinary consumers generally do not experience these services. This creates an opportunity for vendors serving such consumer segments.
• For instance, in January 2022, Olea Sensor Networks announced the OSN Digital Health Platform at CES 2022, based on Olea's next-gen system for contactless and remote vital sign monitoring of OleaSense. The digital health development platform for IoT product development and advanced research processes real-time data using Olea's AI signal processing and peak detection algorithms, extracting vital statistics such as cardiac, respiration, and heart-rate variability.
• To promote innovations in IoT applications, enabling technologies is an essential need for the healthcare sector. The implementation of IoT-based healthcare systems is based on big data collected from hospitaals, rehabilitation centers, communities, and homes. The gathered data updates in real-time, and the data transactions may happen simultaneously among the connected things. Information can be stored on the servers.

North America Expected to Witness Significant Share

• According to GSMA Intelligence, it is anticipated that there will be 5.4 billion Internet of Things (IoT) connections overall in North America by 2025. In North America, there was 2.8 billion Internet of Things connections in 2019. In order to promote operational efficiency and boost competitiveness, IoT adoption is driven by organizations; however, in the area, IoT adoption is driven by the desire to save costs. An Ovum survey found that American businesses frequently used IoT to cut costs.
• IoT is a rapidly growing industry in the United States. Modern manufacturing facilities in the US rely on new technologies and innovations for producing higher quality products at an enhanced rate with lower costs. According to Consumer Technology Association, in 2021, the connected device shipments will be 791 million units in the United States from 621 million units in 2016.
• IoT technologies are overcoming the labor shortage in the manufacturing sector, especially in developed countries, like the United States. Due to this, the Federal Government and the private sector in the United States are investing in Industry 4.0 IoT technologies to increase the American industrial base, which China and other low-labor cost countries have taken over. Therefore, IoT technologies may mainly drive the adoption of smart factory solutions across the region.
• To meet the dynamic demands of the customers and enhance their product portfolio, the companies are incorporating new features in existing products and developing new products. For instance, in November 2021, Ayla Networks, a player in the Internet of Things (IoT) platforms that speed up digital transformation for consumer brands and Internet service providers (ISPs), announced that Canadian Tire, a member of the Canadian Tire Corporation group of companies with over 500 stores across Canada, selected its turnkey IoT firmware to power a new, globally available line of smart home products.
• Furthermore, in February 2022, New internet of things (IoT) solutions for smart cities and smart buildings was introduced by Rogers Business, the part of Rogers Communications that focuses on businesses. These new solutions from diverse Rogers partners increase response and efficiency in water, parking, traffic, transit, and fleet management, expanding Rogers' current IoT portfolio. Advanced technology in air quality, security, and digital signage systems have also been included in new smart building solutions.

Competitive Landscape

The Internet of Things (IoT) Platform Market is fragmented and highly competitive, owing to the presence of many players in the market operating in the domestic as well as the international market. The market appears to be fragmented due to the presence of many technological giants in the market. Various strategies are being adopted by the major players in the market, such as product innovation and mergers and acquisitions. Some of the major players in the market are IBM Corporation, Microsoft Corporation, and SAP, among others.

• March 2022 - In order to strengthen its global Low Power Wide Area (LPWA) connectivity offering through its Smart Connectivity service, Sierra Wireless, an MVNO and provider of IoT solutions, announced an expanded agreement with T-Mobile, the market leader in 5G and owner of the largest and fastest nationwide 5G network in the United States. The collaboration also makes T-multi-band Mobile's 5G connectivity available to customers in the US, along with 4G LTE ultra-high data offers for fixed applications like commercial security/video surveillance, telehealth services, digital vending, signage, and others that demand high throughput and low latency.
• November 2021 - The Energy & Sustainability Manager solution from L&T Technology Services Ltd (LTTS) will be made available on Microsoft Azure in order to transform and build sustainable factories of the future digitally. The most recent deal is a part of LTTS' growing collaboration with Microsoft to make its advanced technology manufacturing solution suite available to businesses all over the world via Azure's enterprise cloud-first, mobile-first architecture.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Threat of New Entrants
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Bargaining Power of Suppliers
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry

5 MARKET DYNAMICS

• 5.1 Market Drivers (Growing Automation, Big Data Analytics becoming a Key Asset, Greater IoT Spending, etc.)
• 5.2 Market Challenges (Market Fragmentation, Lack of Infrastructure to Scale Platforms and Manage them, etc.)
• 5.3 Key Use-cases and Case Studies (Supply Chain Visibility, Smart Irrigation, Service Management, Manufacturing Performance, etc.)
• 5.4 Go-To-Market Strategies (Ecosystem Development, Customer Success, Pricing, etc.)
• 5.5 IoT Market Landscape (Current Scenario, Spending Across Various Categories, Key Factors Influencing the Growth of the Industry, Major End-user Industries by Spending, and Key Developments)

6 MARKET SEGMENTATION

• 6.1 By Deployment
  • 6.1.1 On-premise
  • 6.1.2 Cloud/Saas
• 6.2 By Type of Platform
  • 6.2.1 Application Enablement
  • 6.2.2 Device Management
  • 6.2.3 Advanced Analytics
  • 6.2.4 Cloud Storage/IaaS
  • 6.2.5 Connectivity
• 6.3 By End-user Industry
  • 6.3.1 Industrial
  • 6.3.2 Connected Building
  • 6.3.3 Smart Home
  • 6.3.4 Mobility
  • 6.3.5 Medical
  • 6.3.6 Other End-user Applications
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia Pacific
  • 6.4.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 IBM Corporation
  • 7.1.2 Microsoft Corporation
  • 7.1.3 PTC Inc.
  • 7.1.4 SAP SE
  • 7.1.5 Siemens AG
  • 7.1.6 C3.ai
  • 7.1.7 Oracle Corporation
  • 7.1.8 GE Digital (General Electric Company)
  • 7.1.9 Hitachi Ltd
  • 7.1.10 Software AG
  • 7.1.11 ABB Ltd
  • 7.1.12 Amazon Web Services Inc.
  • 7.1.13 AVEVA Group PLC
  • 7.1.14 Alitzon Inc.
  • 7.1.15 Robert Bosch GmbH

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET