物联网设备：市场占有率分析、产业趋势/统计、2024年至2029年成长预测

今年的物联网设备市场估计为 980.6 亿美元。

该市场复合年增长率为23.25%，预计五年内将达3,366.4亿美元。物联网技术是各种公司进行数位转型的基础，使他们能够开发和监控新的经营模式并改善当前的业务。物联网被视为企业和服务供应商加速数位转型和提高业务效率的关键推动因素。

主要亮点

• 物联网设备可能会从资料传输速度中受益更多。物联网的采用和发展依赖5G作为趋势。该技术可实现高达 10Gbps 的预测速度。物联网网路的分析和其他功能将随着资料交换的速度和可访问性而进步。由于其低延迟和高容量，5G 预计将彻底改变物联网设备的操作和通讯方式。
• 各个领域采用连网型设备的趋势不断增长，对所研究的市场产生了积极影响。爱立信表示，大规模物联网连接数量预计将翻一番，达到近2亿人。据爱立信称，到年终，40% 的蜂巢式物联网连接可能是宽频物联网，其中大部分由 4G 连接。然而，随着在新频段和现有频段中引入 5G 新无线电 (NR)，该细分市场的吞吐量和资料速率预计将显着增加。
• 物联网 (IoT) 需要可靠的连接和通讯来建立合适的资料共用网路。消费者的需求为通讯业者和开发商提供了广泛的连接技术选择。
• 开放标准对于 RFID 和 GSM 等无线通讯技术以及一般机器对机器通讯(M2M) 的成功至关重要。如果没有全球公认的标准，RFID 和 M2M 解决方案向物联网 (IoT) 的扩展将无法达到全球规模。快速配置可互通标准的需求已被认为是物联网应用部署中的一个基本要素。除非物联网设备的引进普及广泛应用，否则物联网设备的使用可能会受到阻碍。
• 在 COVID-19 大流行期间，物联网被大量用于监测患者健康状况。例如，2020 年 4 月，SPHCC 宣布使用蓝牙物联网产品和解决方案供应商Cassia Network 的闸道以及 VivaLNK 的医用穿戴式感测器来监测 COVID-19 患者。医务人员使用 Cassia 的网路管理工具 IoT Access Controller 来监控患者并更即时地了解他们的生命征象。 Cassia 的网关使近 40 个低功耗蓝牙装置能够同时配对和连接，同时提供覆盖 SPHCC 多个房间所需的远距连接。

物联网设备市场趋势

医疗物联网应用可望占据主要市场占有率

• 连网型医疗设备市场是过去十年因依赖物联网技术而持续成长的新兴医疗产业之一。这项功能使我们更接近工业 4.0 范式。在连网型医疗设备的世界中，从製造、维护到使用的整个设备生命週期中存在技术整合的机会。 20多年来，消费者医疗保健产业顽强地抵制着颠覆该产业的创新浪潮。人工智慧 (AI) 和机器学习 (ML) 等技术对于进一步释放连网型医疗保健的潜力至关重要。
• 根据美国疾病管制与预防中心的报告，出生时平均寿命正在稳定成长，目标是从2017年的73.3岁增加到2022年的74.4岁。这一增长大部分是由于婴幼儿死亡率降低。根据同一调查，美国的平均寿命为78.6岁，连续第三年下降。人们努力追求健康的生活方式，以保持健康并监控自己的饮食习惯。人们行为的这些变化可能会增加对连网型医疗设备的需求。
• 此外，由于生活方式不活跃、饮食不健康和肥胖，一些新兴国家和已开发国家的糖尿病盛行率不断上升，促使市场参与者开发智慧穿戴医疗设备。 Beta Bionics 开发了一款完全整合的医疗穿戴设备，可 24/7 自主管理第 1 型糖尿病患者的血糖值。目前正处于临床试验阶段，尚未上市销售。
• IoMT 应用的范例包括检测不规则或过低心率的心电图监视器，以及智慧胰岛素笔针和血糖仪等糖尿病设备。
• 智慧型装置的采用率不断提高、医疗保健领域对资料分析的需求不断增长、智慧型装置的价格可得性以及智慧连网型装置和穿戴式装置的市场渗透等因素正在推动医疗物联网设备市场的发展，并刺激其增长。根据思科年度网路报告，到年终，连网设备和连线数量将接近 300 亿，高于 2018 年的 184 亿。到 2023 年，物联网设备将占所有连网装置的 50%（147 亿），高于 2018 年的 33%（61 亿）。
• 另一方面，医疗物联网设备的成长受到引入物联网设备成本高昂以及因引入物联网设备而引发的医疗机构安全担忧等因素的阻碍。

亚太地区预计将占据主要市场占有率

• 亚太地区是人工智慧和物联网等技术进步的早期采用者。在这些开发中国家，市场在采用工业自动化方面提供了重要优势，因为它们没有重建遗留自动化系统或投资机械的负担。
• 广泛采用的关键因素包括该地区各国政府推动的智慧国家计划，以及当前製造业和物流业推动的工业 4.0。此外，良好的基础设施，例如高光纤连接、资料中心、海底电缆以及通讯业者对低功耗和 5G 网路的投资，将进一步推动物联网的采用。
• 製造业是亚太地区的重要产业。其中扮演重要角色的中国经济，由于人事费用急剧上升以及传统移工模式缺乏永续性，正在进入快速变革时期时期。这些趋势正在推动中国经济将自动化引入一些製造流程。
• 物联网是整个开发、生产和物流链（称为智慧工厂自动化）的新技术方法的核心，进一步推动了该地区工业自动化的采用。
• 此外，自动化流程的通讯支援使製造商更容易采用。感测器组件、更快的网路、高品质的诊断软体、具有高可靠性和安全分层存取的灵活介面以及纠错选项提高了该地区的生产力并确保高品质的交货。我们将继续这样做，并将製造成本保持在最低限度。

物联网设备产业概况

物联网设备市场高度分散。着名的参与者包括苹果、谷歌（Alphabet）和三星电子有限公司。市场参与者正在采取联盟、合资和收购等策略来增强其产品供应并获得永续的竞争优势。

2022 年 11 月，三星印度宣布推出一款支援物联网 (IoT) 的新型空气清净机。新款空气清净机系列包括 AX46 和 AX32 两种型号，只需一个按钮即可操作，保证去除 99.97% 的奈米颗粒、超细灰尘、细菌和过敏物质。它还可以轻鬆去除甲醛等潜在有害的挥发性有机化合物 (VOC)，让顾客呼吸洁净的空气。此外，三星将于 2022 年 8 月推出 SmartThings Home Life，这是一个更新的家庭中心，将世界各地的客户连接到智慧生活解决方案生态系统，从而扩展他们的家庭生活体验。

2022 年 9 月，Honeywell与沙乌地阿拉伯公共投资基金 (PIF) 和 STC 集团 (STC) 的合资企业物联网科技公司 (IoT-squared)宣布推出永续物流平台，以推动沙乌地阿拉伯的数位化阿拉伯：签署了一份谅解备忘录（MoU），以促进城市和技术领域的永续。该战略谅解备忘录支持沙乌地阿拉伯 2030 年愿景中製定的发展智慧城市和扩大技术在社会中采用的目标。

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

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

• 市场概况
• 产业吸引力－波特五力分析
  • 供应商的议价能力
  • 买方议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 产业相关人员分析
• 物联网生命週期分析

第五章市场动态

• 市场驱动因素
  • 主要细分市场对连网型/智慧物联网设备的需求稳定成长
  • 软体创新和连接技术的改进推动市场成长（由于更换週期缩短）
• 市场抑制因素
  • 不同平台之间的通讯协定缺乏标准化
  • 资料安全和隐私问题阻碍了物联网设备的普及
• 产业法规 - ISO/IEC JTC、ETSI、ITU 等。
• 价格分析

第 6 章 技术概览

• 物联网的演变
• 分析预计将推动普及的主要颠覆性技术
• 物联网关键组件分析

第七章市场区隔

• 按应用程式类型
  • 连网型与智慧家居
  • 医疗物联网
  • 联网汽车
  • 智慧城市
  • 工业IoT
  • 个人物联网
  • 其他应用程式类型
• 按连线类型
  • WPAN
  • WLAN
  • LPWA
  • 蜂窝/M2M
  • 其他连线类型
• 按地区
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东/非洲

第八章 竞争形势

• 公司简介
  • Apple Inc.
  • ABB Limited
  • Cisco Systems Inc
  • Google Inc.（Alphabet）
  • Samsung Electronics Co. Limited
  • LG Electronics
  • Siemens AG
  • Honeywell International Inc.
  • Sony Corporation
  • Amazon.com, Inc.
  • Robert Bosch GMBH

第九章投资分析

第10章市场的未来

The IoT devices market was estimated at USD 98.06 billion in the current year. The market is expected to register a CAGR of 23.25%, reaching USD 336.64 billion in five years. IoT technology is the foundation for different enterprises to undergo a digital transformation, enabling them to improve current operations by developing and monitoring new business models. IoT has been viewed as the primary enabler in boosting digital transformation and uncovering operational efficiencies by businesses and service providers.

Key Highlights

• IoT devices might benefit more from data transmission speeds. IoT adoption and development are reliant on 5G as a trend. Predictive speeds of up to 10Gbps are possible with this technology. IoT networks' analysis and other capabilities will advance, along with the speed and accessibility of data exchange. 5G will revolutionize how IoT equipment operates and communicates with lower latency rates and more capacity.
• The growing trend of adopting connected devices in various sectors positively influences the market studied. According to Ericsson, the number of massive IoT connections is expected to have doubled, reaching nearly 200 million. According to Ericsson, by the end of 2027, 40% of cellular IoT connections will likely be broadband IoT, with 4G connecting most of them. However, with the introduction of 5G New Radio (NR) in the old and new spectrum, throughput data rates are expected to increase substantially for this segment.
• The Internet of Things (IoT) requires dependable connectivity and communications to establish proper data-sharing networks. Due to consumer demand, operators and developers have a wide selection of connectivity technologies.
• Open standards are critical enablers for the success of wireless communication technologies, such as RFID or GSM, and, in general, for any machine-to-machine communication (M2M). Without globally recognized standards, the expansion of RFID and M2M solutions to the Internet of Things (IoT) cannot reach a global scale. The need for faster setting of interoperable standards has been recognized as an essential factor for deploying IoT applications. It may hinder the usage of IoT devices if the implementation does not gain significant traction.
• IoT is significantly being utilized for monitoring patients' health status during the COVID-19 pandemic. For instance, in April 2020, SPHCC announced that it is using Bluetooth IoT products and solutions provider Cassia Network's gateways and VivaLNK's medical wearable sensors to monitor COVID-19 patients. Cassia's IoT Access Controller, a network management tool, is used by medical staff to monitor patients and provide a better real-time view of their vitals. Cassia's gateways allow almost 40 Bluetooth low-energy devices to be paired and connected simultaneously while giving the long-range connectivity required to cover several rooms in the SPHCC.

IoT Devices Market Trends

Medical IoT Application Segment is Expected to Hold Significant Market Share

• The market for connected medical devices is one of those new medical industries that has consistently grown over the last decade, given its dependency on IoT technologies. This feature brings it closer to Industry 4.0 paradigms. In the world of connected medical devices, opportunities for technological integration exist throughout the device's lifecycle, from manufacturing and maintenance to use. For over two decades, consumer-facing healthcare has steadfastly resisted the wave of innovations that have been disrupting industries. This means that the industry is ripe for disruption, and technologies like Artificial Intelligence (AI) and Machine Learning (ML) will be vital to unlocking greater connected healthcare possibilities.
• According to the US Centers for Disease and Prevention report, the overall life expectancy at birth is steadily increasing, with a target of 74.4 years by 2022, up from 73.3 years in 2017. Most of the increase is due to lower infant mortality. According to the same survey, life expectancy in the United States has dropped for the third year in a row to 78.6 years. People strive toward a healthy lifestyle to keep fit and monitor their eating habits. Such changes in people's behavior will increase the demand for connected medical devices.
• Moreover, due to inactive lifestyles, unhealthy diets, and obesity, some emerging and developed regions are witnessing a rising number of diabetic patients, encouraging market players to develop smart wearable medical devices. Beta Bionics developed a fully integrated medical wearable device that can autonomously manage blood sugar levels 24/7 for type 1 diabetes. Currently, it is in the state of clinical testing and unavailable for sale.
• Examples of IoMT applications include an electrocardiogram monitor that will detect irregular heartbeats or rates that are too low and diabetes devices such as smart insulin pens and glucose meters.
• Factors such as increased adoption of smart devices, rising demand for data analytics in the health sector, availability of smart devices at affordable pieces, and the market penetration of smart connected devices and wearables provide impetus to the market growth of Medical IoT devices. According to Cisco's Annual Internet Report, by the end of the current year, there will be close to 30 billion network-connected devices and connections, up from 18.4 billion in 2018. By 2023, IoT devices will make up 50% (14.7 billion) of all networked devices, up from 33% (6.1 billion) in 2018.
• On the flip side, factors such as the cost to implement IoT devices can be difficult, and health organizations' security concerns due to the implementation of IoT devices hinder the growth of medical IoT devices.

Asia Pacific is Expected to Hold Significant Market Share

• Asia Pacific has been an early adopter of technological advancements like AL and IoT. In these developing economies, the market poses a key advantage in implementing industrial automation since it is not tormented with rebuilding legacy automation systems and machine investments.
• Some critical factors for the widespread adoption include the Smart Nation initiatives driven by the governments of the various countries in the region and the current Industry 4.0 drive in the manufacturing and logistics sectors. Also, favorable infrastructures, such as high fiber connectivity, data centers, submarine cables, and operators' investments in low-power and 5G networks, are likely to drive the adoption of IoT further.
• Manufacturing serves as a significant industry in the Asia Pacific. As a significant contributor, the Chinese economy is undergoing a rapid transformation as labor costs have risen and the conventional model of migrant workers has lost sustainability. Such trends have pushed the economy to adopt automation as a part of manufacturing processes.
• IoT, being at the center of new technological approaches for development, production, and the entire logistics chain (otherwise known as smart factory automation), has further driven the adoption of industrial automation in the region.
• Moreover, the communications support for automated processes has facilitated easier adoption among manufacturers. Sensor components, faster networks, quality diagnostic software, and flexible interfaces with high levels of reliability and secured hierarchical access, along with error-correction options, have added productivity, continued quality deliveries, and minimized the cost of manufacturing in the region.

IoT Devices Industry Overview

The IoT devices market is highly fragmented. Some prominent players include Apple Inc., Google Inc. (Alphabet), and Samsung Electronics Co. Limited. Players in the market are adopting strategies such as partnerships, joint ventures, and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

In November 2022, Samsung India unveiled its new Internet of Things (IoT)-enabled air purifiers. The new air purifier line contains two models, AX46 and AX32, with a one-button operation and guarantees to remove 99.97% of nano-sized particles, ultrafine dust, germs, and allergies. They also claim to easily remove potentially hazardous volatile organic compounds (VOCs), such as formaldehyde, ensuring that customers breathe clean air. Furthermore, Samsung announced SmartThings Home Life in August 2022, and the updated family hub links customers worldwide to an ecosystem of smarter living solutions that expand their home life experience.

In September 2022, Honeywell and Internet of Things Technologies Company (IoT-squared), a joint venture between Saudi Arabia's Public Investment Fund (PIF) and STC Group (STC), signed a Memorandum of Understanding (MoU) to advance the fields of logistics platforms, sustainable cities, and technologies which would drive the digitalization in Saudi Arabia. The strategic MoU supports the goals established in Saudi Vision 2030 for smart city development and expanding technology adoption in society.

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 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Stakeholder Analysis
• 4.4 IoT Lifecycle Analysis

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Steady Growth in Demand for Connected/Smart IoT Devices in Key Segments
  • 5.1.2 Software Innovations and Improvements in Connectivity Technologies to drive market growth (by Lowering Replacement Cycle)
• 5.2 Market Restraints
  • 5.2.1 Lack of Standardization of Communication Protocol across Different Platforms
  • 5.2.2 Issues Related to Security and Privacy of Data to Hinder the Adoption of IoT Devices
• 5.3 Industry Regulations - ISO/IEC JTC, ETSI, ITU, etc.
• 5.4 Pricing Analysis

6 TECHNOLOGY SNAPSHOT

• 6.1 Evolution of IoT
• 6.2 Analysis of Key Disruptive Technologies Expected to Aid Adoption
• 6.3 Analysis of Major IoT Components

7 MARKET SEGMENTATION

• 7.1 By Application Type
  • 7.1.1 Connected and Smart Home
  • 7.1.2 Medical IoT
  • 7.1.3 Connected Car
  • 7.1.4 Smart Cities
  • 7.1.5 Industrial IoT
  • 7.1.6 Personal IoT
  • 7.1.7 Other Application Type
• 7.2 By Connectivity Type
  • 7.2.1 WPAN
  • 7.2.2 WLAN
  • 7.2.3 LPWA
  • 7.2.4 Cellular/M2M
  • 7.2.5 Other Connectivity Type
• 7.3 By Geography
  • 7.3.1 North America
  • 7.3.2 Europe
  • 7.3.3 Asia Pacific
  • 7.3.4 Latin America
  • 7.3.5 Middle East and Africa

8 COMPETITIVE LANDSCAPE

• 8.1 Company Profiles
  • 8.1.1 Apple Inc.
  • 8.1.2 ABB Limited
  • 8.1.3 Cisco Systems Inc
  • 8.1.4 Google Inc. (Alphabet)
  • 8.1.5 Samsung Electronics Co. Limited
  • 8.1.6 LG Electronics
  • 8.1.7 Siemens AG
  • 8.1.8 Honeywell International Inc.
  • 8.1.9 Sony Corporation
  • 8.1.10 Amazon.com, Inc.
  • 8.1.11 Robert Bosch GMBH

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET