窄频物联网 -市场占有率分析、产业趋势与统计、2024 年至 2029 年成长预测

上年度窄频物联网市场规模为45.5亿美元，预计未来五年将达240.6亿美元，复合年增长率为31.82%。

NB-IoT 是一项相对较新的技术，仍处于普及的早期阶段。然而，预计它在未来几年将变得更加普及。

主要亮点

• NB-IoT（窄频物联网）是一种基于标准的低功耗广域通讯(LPWA) 技术，旨在支援各种创新的物联网产品和服务。 NB-IoT 大大提高了系统容量、频谱效率和用户设备功耗，尤其是在深度覆盖方面。
• NB-IoT 是由 3GPP 开发的无线通讯技术标准，3GPP 是负责所有重要行动通讯标准的全球标准机构，包括 LTE 等 4G 标准和 5G NR 等 5G 标准。 NB-IoT 模组在讯号处理过程中的低功耗有助于实现 10 年的电池寿命。
• 所有主要行动装置、晶片组和模组製造商都支援 NB-IoT，并且可以与 2G、3G 和 4G 行动网路共存。此外，您还可以受益于行动网路的所有安全和隐私特性，例如使用者身分机密性、实体身分验证、机密性、资料以及对行动装置识别的支援。
• 特别是，NB-IoT 用于需要低资料速率、长电池寿命和广域覆盖的智慧城市、智慧农业和资产追踪应用。 NB-IoT 可连接大量设备（通常为数百到数百万），非常适合需要大规模连接的物联网应用。
• 由于运动、健身、个人护理和诊断等医疗保健设备的需求快速增长，预计穿戴式装置市场也将占据很大一部分市场。可支配收入水准的提高和对健身益处的了解不断增加，鼓励年轻人使用运动和健身手环，而已开发国家医疗保健手环的使用也在增加。
• NB-IoT 技术应用的快速扩展导致开发 NB-IoT 设备和部署相关服务的技术公司和通讯服务供应商不断增加，预计将在预测期内加速市场成长。巨量资料分析、人工智慧 (AI) 和机器学习 (ML) 的进步将使企业能够透过物联网网路监控和监控活动来研究可用的大量资料。
• 汽车製造商正在透过引入新技术来应对乘客安全问题，这无疑可以提供更安全、更方便且更具成本效益的交通。因此，NB-IoT 能够准确追踪车辆、识别和避免严重交通拥堵，并有助于高效的交通管理，从而使其在汽车行业的应用不断增加。
• 此外，NB-IoT网路可以到达地下深处和封闭位置，使物联网设备能够部署在室内和地下。然而，即将缺乏标准化和负担得起的网路定价模式以及足够的网路覆盖范围来支援显着扩大的物联网部署，这限制了行业的成长。

窄频物联网市场趋势

智慧城市可望推动市场发展

• 行动行动通讯业者在行动物联网网路解决方案（例如NB-IoT）方面的进步是专门为满足智慧城市的需求而设计的，从而连接可持续提供各种服务的智慧城市资产。使用此类技术的经济性将带来价值的提高围绕网络和组件标准化的链。
• 此外，在人口稠密的都市区，蜂巢式网路可以管理来自大量物联网设备的流量，而对网路容量的负面影响很小。例如，窄频物联网技术可以应用于每平方公里1万户、数万个物联网设备的密集城市环境，对网路容量影响很小，可以处理大量物联网设备。
• 政府对智慧城市发展的措施可能会促进研究市场的成长。例如，2022年11月，智慧城市组织智慧城市理事会在英国开始运作。智慧城市理事会及其相关的全球影响力计画「Everybody」将政府、企业、学术界、慈善机构和慈善组织聚集在一起，共同应对当今城市和社区面临的主要挑战和机会，目的是采取行动并发挥影响力。人、安全、美丽、永续性、弹性、公平和包容性是英国地方和基础设施「智慧」扩展的一部分。
• 此外，据印度住宅和城市事务部称，这些智慧城市最近已收到 6,452 个计划的竞标，总成本达 1,84,998 千万印度卢比。授予 5,809 项工程，总造价 1,56,571 千万印度卢比，完成 3,131 项工程，总造价 53,175 千万印度卢比。同期，中央政府向各邦和中央直辖区提供了 2,723.5 亿卢比用于智慧城市计划。
• 根据经济学人集团统计，哥本哈根在2022年全球数位城市排名中以80.3分位居第一。首尔、北京、阿姆斯特丹和新加坡跻身最佳数位城市前五名。随着智慧城市计画的实施，物联网和连网型设备的成长趋势预计将在预测期内持续下去。由物联网驱动的连接连网型设备（例如智慧电錶、智慧家庭、智慧照明和智慧交通）的日益普及可能会推动所研究市场的成长。
• 到 2030 年，沙乌地阿拉伯希望成为世界上最宜居的大都市，吸引最聪明的头脑和人才。沙乌地阿拉伯已在285个城市投资5000亿美元建设智慧城市。该国也正在建设NEOM City，这是一个全长200公里的未来城市，将充分利用人工智慧和物最尖端科技。

北美占据主要市场占有率

• 北美是几家主要设备製造商和网路服务供应商的所在地，专注于工业和商业应用的测试和商业部署解决方案，为该行业创造了巨大的需求。此外，互联网普及的上升、高速互联网基础设施网络的持续部署、智慧城市计划的不断增加以及可支配收入水平的上升，特别是在美国、加拿大、巴西和该地区其他国家，正在推动市场发展成长显着，预计将占据较大市场份额。
• 美国和加拿大都是新兴经济体，可以在研发方面投入大量资金。各产业重点领域的数位化不断提高、技术不断进步以及智慧连网型设备的普及不断提高，正在推动北美窄频物联网市场的成长。连网型设备和相关网路基础设施的使用不断增加，以及网路、硬体和软体供应商之间的协作不断加强，是推动北美物联网市场扩张的关键因素。
• 据思科称，预计到 2022 年，美国和加拿大的人均设备和连接数量将达到最高。此外，工业界对物联网设备的认知度明显高于其他地区。 Mendix的研究显示，78%的美国製造业工人欢迎数位化，十分之八的製造业工人有兴趣学习新的数位技能。物联网设备的增加可能会推动研究市场的需求。
• 2022 年 9 月，美国标准与技术研究院 (NIST) 发布了美国物联网设备安全建议草案。由于物联网经常因骇客攻击和资料外洩而带来网路安全风险，因此 NIST 的核心基准提供了建议的安全功能，製造商应将这些功能内建到物联网设备中，并且消费者应在购物时检查其设备的包装盒和线上描述。重点强调了阅读文字的指南。
• AT&T 等公司推出了窄频物联网网路来满足客户业务，提供智慧照明解决方案等各种物联网产品。未来20年，全国城市将投资约41兆美元来发展智慧城市、智慧型能源和其他连网型，包括智慧照明。据联邦政府称，气候智慧建筑计画将支出增加五倍，从 2021 年的 2.51 亿美元增加到 2030 年的每年 12 亿美元。智慧建筑支出的大幅增加可能为智慧照明厂商创造多个开发新产品以赢得市场占有率的机会。
• 许多政府已经开始考虑长期目标的智慧照明计划。加拿大蒙特利尔圣洛朗区发起了一项创建智慧照明系统的倡议。该市节省了 50% 的能源支出，降低了近 55% 的维护成本，并减少了光污染。 Saint Laurent 大约 90% 的路灯已更换为 LED 灯。更换工作是蒙特利尔市和圣洛朗市正在进行的多项资本投资的一部分。蒙特利尔市支付了约 1.1 亿美元的计划，将 19 个城市的 132,000 盏路灯更换为 LED 灯。智慧照明的这种成长预计将为所研究的市场创造成长机会。

窄频物联网产业概况

全球窄频物联网市场适度整合，存在一些主要参与者。公司不断投资于策略合作伙伴关係和产品开拓，以占领更多的市场占有率。最近的市场开拓包括：

• 2022 年 9 月 - 卫星通讯业者Sateliot 宣布正在利用低地球轨道 (LEO) 卫星开发直接卫星间窄频联网 (NB-IoT) 连接。本週，该公司宣布与 Amazon Web Services (AWS) 合作，为 NB-IoT 服务开发完全虚拟的云端原生 5G 核心。 Sateriot打算透过漫游协定向行动电话营运商提供无缝覆盖，而不是出售服务本身。
• 2022 年 9 月 - 纽西兰物联网连接供应商 Vodafone NZ 与全球 GPS 和物联网资产追踪硬体和软体公司 Digital Matter 合作，为纽西兰企业提供完整的物联网资产追踪解决方案。透过将 Digital Matter 的大量电池供电物联网资产监控设备与白标资产追踪软体、一流的 LTE-M (Cat-M1)、NB-IoT 连接和内部技术支援相结合，沃达丰新西兰将我们建立了完全託管的端到端资产管理解决方案。

其他福利：

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

目录

第一章简介

• 研究成果
• 研究场所
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场动态

• 市场概况
• 市场驱动因素
• 市场抑制因素
• 价值链分析
• 波特五力分析
  • 新进入者的威胁
  • 买家/消费者的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间敌对关係的强度
• 评估 COVID-19 对产业的影响

第五章市场区隔

• 成分
  • 网路
  • 模组
• 部署
  • 独立的
  • 带内
  • 保护带
• 设备类型
  • 穿戴式的
  • 追踪器
  • 智慧电錶
  • 智慧照明
  • 警报器和侦测器
  • 其他的
• 目的
  • 智慧城市
  • 运输/物流
  • 能源与公用事业
  • 零售
  • 农业
  • 其他的
• 地区
  • 北美洲
    • 美国
    • 加拿大
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 欧洲其他地区
  • 亚太地区
    • 印度
    • 中国
    • 日本
    • 其他亚太地区
  • 拉丁美洲
    • 巴西
    • 阿根廷
    • 其他拉丁美洲
  • 中东/非洲
    • 阿拉伯聯合大公国
    • 沙乌地阿拉伯
    • 其他中东/非洲

第六章 竞争形势

• 公司简介
  • Huawei Technologies Co., Ltd
  • Ericsson Corporation
  • Qualcomm Technologies
  • AT&T Inc
  • Verizon Wireless
  • Nokia Corporation
  • Vodafone Group
  • SEQUANS Communications
  • Intel Corporation
  • Intel Corporation
  • Deutsche Telekom
  • Twilio
  • SEQUANS Communications

第七章 投资分析

第八章 市场机会及未来趋势

Narrowband IoT Market was valued at USD 4.55 billion in the previous year and is expected to register a CAGR of 31.82%, reaching USD 24.06 billion by the next five years. As a relatively new technology, NB-IoT is still in the early phases of adoption. However, in the upcoming years, it is anticipated to increase quickly.

Key Highlights

• The NarrowBand-Internet of Things (NB-IoT) is a standards-based low-power wide area (LPWA) technology designed to support a variety of innovative IoT products and services. NB-IoT dramatically increases system capacity, spectrum efficiency, and user device power consumption, especially in deep coverage.
• NB-IoT is a wireless telecommunications technology standard created by 3GPP, the worldwide standards body responsible for all significant mobile telecommunications standards, including 4G standards like LTE and 5G standards like 5G NR. The NB-IoT modules' low power consumption during signal processing contributes to a ten-year battery life.
• All significant manufacturers of mobile devices, chipsets, and modules support NB-IoT, which can coexist alongside 2G, 3G, and 4G mobile networks. Additionally, it gains the advantages of all mobile networks' security and privacy characteristics, including support for user identity confidentiality, entity authentication, confidentiality, data integrity, and mobile equipment identification.
• In particular, NB-IoT is used in smart cities, smart agricultural, and asset-tracking applications that need low data rates, long battery life, and wide-area coverage. It is ideal for IoT applications that demand massive connectivity since it enables the connection of many devices, generally in hundreds or even millions.
• The wearables sector is also predicted to contribute a major portion of the market due to the fast expanding demand for sports, fitness, and healthcare gadgets for personal care and diagnostics. While the younger population is encouraged to use sports and fitness bands due to rising disposable income levels and increased knowledge of the benefits of physical fitness, the use of healthcare bands is rising in developed nations.
• As a result of the NB-IoT technology's fast-expanding uses, an increasing number of technology firms and telecommunications service providers are projected to develop NB-IoT devices and roll out related services, accelerating market growth throughout the projection period. Big data analytics, artificial intelligence (AI), and machine learning (ML) advancements would allow firms to study enormous volumes of data obtained by watching and monitoring activities via IoT networks.
• Automobile manufacturers are responding to passenger safety concerns by implementing new technology that will undoubtedly provide safer, more convenient, and cost-effective transportation. As a result, NB-IoT is increasingly being used in the automobile industry due to its ability to precisely track vehicles, identify and avoid major traffic jams, and contribute to efficient traffic management.
• Additionally, the capacity of the NB-IoT network to reach deep underground and enclosed locations would allow for the deployment of IoT devices indoors and underground. However, the impending lack of standardized and affordable network pricing models and sufficient network coverage to support the vastly expanded IoT deployments limits industry growth.

Narrowband IoT Market Trends

Smart Cities is Expected to Drive the Market

• Advancements in mobile IoT networks solutions such as Nb-IoT from mobile operators offer a scalable, secure, and standardized way to connect smart city assets that offer a wide variety of services sustainably as they are particularly designed to meet the needs of smart city, the economics of using such technology is leading to improvement in value chain standardizes around networks and components.
• Additionally, in densely populated urban areas, cellular networks can manage traffic from a sizable number of IoT devices with little negative influence on network capacity. For instance, narrow band-IoT technology can handle a huge number of enormous IoT devices with little impact on network capacity, even in a dense metropolitan environment with 10,000 households per km2 and tens of thousands of installed IoT devices.
• The government's initiatives towards developing smart cities would allow the studied market to grow. For instance, in November 2022, the Smart Cities Council, a smart cities organization, began operations in the United Kingdom. The Smart Cities Council and its associated global impact program, "Everyone," bring together government, business, academia, philanthropy, and charity to take action and have an impact on the key challenges and possibilities that cities and communities face today. People, safety, beauty, sustainability, resilience, equity, and inclusion will be included in expanding "smart" from place and infrastructure in the United Kingdom.
• Further, According to the Union Housing and Urban Affairs Ministry, these Smart Cities recently bid out 6,452 projects totaling INR 1,84,998 crore. Work orders have been issued for 5,809 projects totaling INR 1,56,571 crore, with 3,131 projects totaling INR 53,175 crore completed. During the same period, the Central government provided INR 27,235 crore to states and union territories for smart city projects.
• According to the Economist group, Copenhagen was the leading worldwide digital city in 2022, according to the index rating above, with a score of 80.3. Seoul, Beijing, Amsterdam, and Singapore completed the top five list of best digital cities. With smart city initiatives, the trend of an increasing number of IoT and connected devices is expected to continue over the forecast period. The growing adoption of connected devices that include smart meters, smart homes, smart lighting, and smart transportation, among others that use IoT to connect, is likely to propel the growth of the studied market.
• By 2030, Saudi Arabia wants to have the most livable metropolis in the world, one that can draw the brightest brains and most talented people. To construct smart cities, the Kingdom has already set up USD 500 billion to invest across 285 municipalities. The nation is also constructing NEOM City, a futuristic 200 km long city with a wealth of cutting-edge technology that utilizes AI and IoT to the maximum.

North America Holds Major Market Share

• North America is home to several significant device makers and network service providers who focus on testing and commercial deployment of solutions for industrial and commercial applications, creating a massive demand for the industry. Additionally, the market is anticipated to contribute a sizeable share due to rising internet penetration, the continued rollout of high-speed internet infrastructure networks, the rise in smart city initiatives, and rising levels of disposable income, especially in economies like the United States, Canada, Brazil, and other nations in the region.
• The United States and Canada have developed economies that enable them to invest heavily in R&D. Rising digitization throughout the industrial emphasis areas, steady technological advancements, and rising penetration of smart connected devices have all contributed to the growth of the North American Narrowband IoT market. The increased usage of connected devices and associated network infrastructure, as well as the increased collaboration of network, hardware, and software providers, are the primary drivers that assist in expanding the IoT market in the North American region.
• According to Cisco, the United States and Canada are expected to have the highest average per capita devices and connections by 2022. Moreover, awareness about IoT devices in industries is significantly higher in the region compared to others. According to a study by Mendix, 78% of US manufacturing workers welcome digitalization; eight in ten manufacturing workers are interested in learning new digital skills. Such a rise in IoT devices would drive the demand for the studied market.
• In September 2022, The National Institute of Standards and Technology (NIST) issued Draft Security Recommendations for IoT Devices in the United States. Because IoT regularly poses a cybersecurity risk through hacks and data breaches, the NIST's Core Baseline highlights recommended security features for manufacturers to incorporate into their IoT devices and guidelines for consumers to look for on a device's box or online description while shopping.
• Companies like AT&T had launched NarrowBand IoT Network to cater to customers' business needs, providing them with a range of IoT offerings, including smart lighting solutions. Over the next 20 years, the cities in the country are planning to invest about USD 41 trillion to develop smart cities, smart energy, and other connected technologies, including smart lighting. According to the federal government, the Climate Smart Buildings Initiative is planned to boost performance contract spending from USD 251 million in FY2021 to USD 1.2 billion per year by 2030, a fivefold increase. Such a massive rise in spending on smart buildings would create several opportunities for the smart lighting players to develop new products to capture the market share.
• Many governments initiated smart lighting schemes with long-term goals in mind. Saint-Laurent, a borough of Montreal, Canada, launched an initiative to create a smart lighting system. The city saved 50% on energy expenditures, nearly 55% on maintenance costs, and reduced light pollution. Around 90% of the streetlamps on Saint-Laurent's roads have been replaced with LEDs. This replacement work was completed as part of numerous capital investment initiatives that the Ville de Montreal and the Arrondissement de Saint-Laurent run. The City of Montreal paid about USD 110 million in a project to replace 132,000 street lighting in 19 municipalities with LEDs. Such a rise in smart lighting is expected to create opportunities for the studied market to grow.

Narrowband IoT Industry Overview

The Global Narrowband IoT Market is moderately consolidated, with the presence of a few major companies. The companies continuously invest in strategic partnerships and product developments to gain more market share. Some of the recent developments in the market are:

• September 2022 - Sateliot, a satellite communication operator, announced that it is developing direct-to-satellite narrowband IoT (NB-IoT) connectivity using Low Earth Orbiting (LEO) satellites. This week, the business announced a collaboration with Amazon Web Services (AWS) to develop a completely virtualized cloud-native 5G core for its NB-IoT service, which is slated to be commercially operational in the second half of 2023. Rather than selling the service itself, Sateliot intends to provide seamless coverage for cell operators through roaming agreements.
• September 2022 - Vodafone NZ, New Zealand's IoT connection provider, has worked with Digital Matter, a global player in GPS and IoT asset tracking hardware and software, to provide complete IoT asset tracking solutions for New Zealand businesses. Vodafone NZ has created a fully managed, end-to-end asset management solution by combining numerous battery-powered IoT asset monitoring devices from Digital Matter with white-label asset tracking software, best-in-class LTE-M (Cat-M1), NB-IoT connection, and in-house technical support.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Deliverables
• 1.2 Study Assumptions
• 1.3 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Market Drivers
• 4.3 Market Restraints
• 4.4 Value Chain Analysis
• 4.5 Porters Five Force Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Buyers/Consumers
  • 4.5.3 Bargaining Power of Suppliers
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry
• 4.6 Assestment of the Impact of COVID-19 on the Industry

5 MARKET SEGMENTATION

• 5.1 Component
  • 5.1.1 Network
  • 5.1.2 Module
• 5.2 Deployment
  • 5.2.1 Standalone
  • 5.2.2 In-band
  • 5.2.3 Guard-band
• 5.3 Device Type
  • 5.3.1 Wearables
  • 5.3.2 Tracker
  • 5.3.3 Smart Meter
  • 5.3.4 Smart Lighting
  • 5.3.5 Alarm & Detector
  • 5.3.6 Others
• 5.4 Application
  • 5.4.1 Smart Cities
  • 5.4.2 Transportation & Logistics
  • 5.4.3 Energy & Utilities
  • 5.4.4 Retail
  • 5.4.5 Agriculture
  • 5.4.6 Others
• 5.5 Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
  • 5.5.2 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 India
    • 5.5.3.2 China
    • 5.5.3.3 Japan
    • 5.5.3.4 Rest of Asia-Pacific
  • 5.5.4 Latin America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of Latin America
  • 5.5.5 Middle East and Africa
    • 5.5.5.1 United Arab Emirates
    • 5.5.5.2 Saudi Arabia
    • 5.5.5.3 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Huawei Technologies Co., Ltd
  • 6.1.2 Ericsson Corporation
  • 6.1.3 Qualcomm Technologies
  • 6.1.4 AT&T Inc
  • 6.1.5 Verizon Wireless
  • 6.1.6 Nokia Corporation
  • 6.1.7 Vodafone Group
  • 6.1.8 SEQUANS Communications
  • 6.1.9 Intel Corporation
  • 6.1.10 Intel Corporation
  • 6.1.11 Deutsche Telekom
  • 6.1.12 Twilio
  • 6.1.13 SEQUANS Communications

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS