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M2M/IoT 通訊的全球市場 - 第 9 版
市場調查報告書
商品編碼
1524357

M2M/IoT 通訊的全球市場 - 第 9 版

The Global M2M/IoT Communications Market - 9th Edition
出版日期: | 出版商: Berg Insight | 英文 220 Pages | 商品交期: 最快1-2個工作天內

價格

預計 2023 年全球蜂窩物聯網用戶數量將成長 23%，年底達到 33 億。到 2028 年，蜂窩物聯網用戶數量預計將以 12.8% 的複合年增長率繼續增長，到該時期末將達到 60 億。

本報告研究分析了全球M2M/IoT通訊市場，提供了有關5G和LPWA標準採用、主要行動電信商策略評估、物聯網業務KPI、各地區產業趨勢以及蜂窩物聯網參與情況的最新資訊。統計數據等。

目錄

圖表列表

執行摘要

第1章 物聯網廣域網

  • 3GPP 蜂窩技術系列
    • 3GPP Release 13 - LTE-M 和 NB-IoT 的部署
    • 3GPP Release 14 - 物聯網增強和 C-V2X
    • 3GPP Release 15 - 5G 規範第一階段
    • 3GPP Release 16 - URLLC 增強、IIoT 功能、5G NR C-V2X
  • 3GPP Release 17 - RedCap 和非地面網路通信
    • 3GPP Release 18 - 第一個 5G 高階規範
    • 網路足跡
    • 2G/3G行動網絡
    • 4G行動網絡
    • 4G/5G行動物聯網網路（LTE-M和NB-IoT）
    • 5G行動網絡
  • LPWA 和衛星技術
    • LoRa
    • Sigfox
    • 衛星網絡
  • 物聯網網路平台
    • 物聯網連接管理平台
    • SIM解決方案與嵌入式UICC
  • 國際覆蓋和聯盟
    • 漫遊和國際覆蓋
    • 行動電信商協會

第2章 歐洲

  • 區域市場趨勢
    • 西歐
    • 中歐/東歐
  • 行動電信商
    • A1. Telekom Austria
    • Altice Group
    • Bouygues Telecom
    • BT Group
    • CK Hutchison Group Telecom
    • Deutsche Telekom
    • KPN
    • Manx Telecom
    • MegaFon
    • MTS
    • Orange
    • POST Luxembourg
    • Proximus
    • Tele2
    • Telecom Italia
    • Telefonica
    • Telenor
    • Telia Company
    • Vodafone
  • IoT Managed Service Provider
    • 1GLOBAL
    • 1NCE
    • 1oT
    • Airnity
    • BICS
    • Com4 (Wireless Logic)
    • Cubic Telecom
    • CSL Group
    • emnify
    • Eseye
    • floLIVE
    • Freeeway
    • Giesecke+Devrient
    • iBASIS
    • Onomondo
    • Pelion
    • Velos IoT
    • Wireless Logic
  • 低功率廣域網
    • LoRa網絡
    • Sigfox 和網路合作夥伴

第3章 美洲

  • 區域市場趨勢
    • 美國/加拿大
    • 巴西
    • 其他拉丁美洲
  • 行動電信商
    • AT&T
    • Bell
    • Verizon
    • T-Mobile USA
    • Rogers Communications
    • TELUS
    • America Movil
    • Vivo and Telefonica Hispam
    • 拉丁美洲的其他行動營運商
  • IoT Managed Service Provider
    • Aeris
    • Blues
    • Hologram
    • KORE Wireless
    • Semtech
    • Telit Cinterion
  • 低功率廣域網
    • LoRaWAN網路
    • Sigfox 和網路合作夥伴

第4章 亞太地區

  • 區域市場趨勢
    • 中國
    • 日本/韓國
    • 澳大利亞/紐西蘭
    • 印度
    • 東南亞
  • 行動電信商
    • China Mobile
    • China Unicom
    • China Telecom
    • KDDI
    • KT
    • NTT
    • Singtel
    • SK Telecom
    • SoftBank
    • Telstra
    • Vodafone Idea
  • IoT Managed Service Provider
    • Plintron
    • Quectel
    • Soracom
    • Tata Communications
  • 低功率廣域網
    • LoRa網絡
    • Sigfox網絡

第5章 中東和非洲

  • 區域市場趨勢
    • 中東
    • 非洲
  • 行動電信商
    • e&
    • MTN
    • Ooredoo
    • Turkcell
    • Vodacom
    • Zain
  • IoT Managed Service Provider
    • 輕觸開關
  • 低功率廣域網
    • LoRa網絡
    • Sigfox網絡

第六章 衛星物聯網通信

  • 衛星物聯網網路介紹
  • 市場分析
  • 衛星物聯網營運商市場份額
  • 歐洲衛星營運商
    • Astrocast
    • Eutelsat Group
    • Kineis
    • Lacuna Space
    • Sateliot
    • 其他衛星連線供應商
  • 北美衛星營運商
    • Globalstar
    • Iridium
    • Kepler Communications
    • Ligado Networks
    • Lynk
    • Orbcomm
    • Skylo
    • Starlink (SpaceX)
    • Viasat (Inmarsat)
    • 其他衛星連線供應商
  • 中國衛星營運商
    • CASC and CASIC
    • Commsat
    • Galaxy Space
    • Head Aerospace
    • 其他衛星連線供應商
  • 其他地區的衛星營運商
    • Innova Space
    • Myriota
    • Sky and Space Company
    • Thuraya
    • 其他衛星連線供應商

第七章市場預測與趨勢

  • 行業動態
    • 十大行動電信商管理 29 億蜂窩物聯網用戶
    • 物聯網收入的成長速度持續慢於連線速度
    • IoT 託管服務供應商連接超過 2 億行動設備
    • 國際連結領域正在不斷發展
    • 新進業者擾亂通路
    • 物聯網 MVNO 推動物聯網連結市場整合
    • 行動營運商與衛星物聯網公司合作擴大覆蓋範圍
  • 地理市場
    • 世界市場概覽
    • 歐洲
    • 北美
    • 拉丁美洲
    • 亞太地區
    • 中東/非洲
  • 垂直市場
    • 連網汽車數量增加
    • 車聯網數據消耗將大幅成長
    • 機動機車遠程資訊處理的採用加速
    • 遠端資訊處理巨頭日益主導車隊管理產業
    • 創造更聰明、更安全的城市的機會
    • 智慧電錶期待在 2020 年代部署新的 LPWA 選項
    • 資產追蹤推動第二波 LPWA 部署
    • 互聯醫療惠及大眾
    • 蜂窩連接在 POS 終端市場的穩定滲透
    • 家庭能源和電動車充電解決方案成為新的區隔市場
  • 技術趨勢
    • 蜂窩技術主導無線物聯網
    • NB-IoT 的採用率隨著每個項目的增加而增加
    • RedCap 加速物聯網中 5G 的採用
    • 分散式核心網路為全球物聯網連接服務提供動力
    • 專用蜂窩從小眾市場成長為大市場
    • eSIM 的採用加速
  • 首字母縮寫詞和縮寫詞列表

Berg Insight estimates that the global number of cellular IoT subscribers increased by 23 percent during 2023 to reach 3.3 billion at the end of the year. Until 2028, the number of cellular IoT subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 12.8 percent to reach 6.0 billion at the end of the period. This report covers in-depth the mobile operator perspective on the global M2M/IoT communications market. Get up to date with the latest trends from all main regions and vertical markets with this unique 220 -page report.

Highlights from the report:

  • 360 -degree overview of the cellular IoT communications ecosystem.
  • Update on the adoption of 5G and LPWA standards for IoT networking.
  • Reviews of the IoT strategies of the leading mobile operators.
  • Summary of industry trends in all world regions.
  • IoT business KPIs for leading global mobile operators.
  • Statistical data on cellular IoT subscribers in all world regions.
  • Extensive global and regional market forecasts lasting until 2028.

Table of Contents

Table of Contents

List of Figures

Executive Summary

1. Wide Area Networks for the Internet of Things

  • 1.1. 3GPP family of cellular technologies
    • 1.1.1. 3GPP Release 13 - Introducing LTE-M and NB-IoT
    • 1.1.2. 3GPP Release 14 - IoT enhancements and C-V2X
    • 1.1.3. 3GPP Release 15 - The first phase of 5G specifications
    • 1.1.4. 3GPP Release 16 - URLLC enhancements, IIoT features and 5G NR C-V2X
  • 1.1.5.. 3GPP Release 17 - RedCap and non-terrestrial network communications
    • 1.1.6. 3GPP Release 18 - The first 5G-Advanced specifications
    • 1.1.7. Network footprint
    • 1.1.8. 2G/3G mobile networks
    • 1.1.9. 4G mobile networks
    • 1.1.10. 4G/5G mobile IoT networks (LTE-M and NB-IoT)
    • 1.1.11. 5G mobile networks
  • 1.2. LPWA and satellite technologies
    • 1.2.1. LoRa
    • 1.2.2. Sigfox
    • 1.2.3. Satellite networks
  • 1.3. IoT networking platforms
    • 1.3.1. IoT connectivity management platforms
    • 1.3.2. SIM solutions and embedded UICC
  • 1.4. International coverage and alliances
    • 1.4.1. Roaming and international coverage
    • 1.4.2. Mobile operator alliances

2. Europe

  • 2.1. Regional market trends
    • 2.1.1. Western Europe
    • 2.1.2. Central and Eastern Europe
  • 2.2. Mobile operators
    • 2.2.1. A1. Telekom Austria
    • 2.2.2. Altice Group
    • 2.2.3. Bouygues Telecom
    • 2.2.4. BT Group
    • 2.2.5. CK Hutchison Group Telecom
    • 2.2.6. Deutsche Telekom
    • 2.2.7. KPN
    • 2.2.8. Manx Telecom
    • 2.2.9. MegaFon
    • 2.2.10. MTS
    • 2.2.11. Orange
    • 2.2.12. POST Luxembourg
    • 2.2.13. Proximus
    • 2.2.14. Tele2
    • 2.2.15. Telecom Italia
    • 2.2.16. Telefonica
    • 2.2.17. Telenor
    • 2.2.18. Telia Company
    • 2.2.19. Vodafone
  • 2.3. IoT managed service providers
    • 2.3.1. 1GLOBAL
    • 2.3.2. 1NCE
    • 2.3.3. 1oT
    • 2.3.4. Airnity
    • 2.3.5. BICS
    • 2.3.6. Com4 (Wireless Logic)
    • 2.3.7. Cubic Telecom
    • 2.3.8. CSL Group
    • 2.3.9. emnify
    • 2.3.10. Eseye
    • 2.3.11. floLIVE
    • 2.3.12. Freeeway
    • 2.3.13. Giesecke+Devrient
    • 2.3.14. iBASIS
    • 2.3.15. Onomondo
    • 2.3.16. Pelion
    • 2.3.17. Velos IoT
    • 2.3.18. Wireless Logic
  • 2.4. LPWA networks
    • 2.4.1. LoRa networks
    • 2.4.2. Sigfox and network partners

3. The Americas

  • 3.1. Regional market trends
    • 3.1.1. United States and Canada
    • 3.1.2. Brazil
    • 3.1.3. Rest of Latin America
  • 3.2. Mobile operators
    • 3.2.1. AT&T
    • 3.2.2. Bell
    • 3.2.3. Verizon
    • 3.2.4. T-Mobile USA
    • 3.2.5. Rogers Communications
    • 3.2.6. TELUS
    • 3.2.7. America Movil
    • 3.2.8. Vivo and Telefonica Hispam
    • 3.2.9. Other mobile operators in Latin America
  • 3.3. IoT managed service providers
    • 3.3.1. Aeris
    • 3.3.2. Blues
    • 3.3.3. Hologram
    • 3.3.4. KORE Wireless
    • 3.3.5. Semtech
    • 3.3.6. Telit Cinterion
  • 3.4. LPWA networks
    • 3.4.1. LoRaWAN networks
    • 3.4.2. Sigfox and network partners

4. Asia-Pacific

  • 4.1. Regional market trends
    • 4.1.1. China
    • 4.1.2. Japan and South Korea
    • 4.1.3. Australia and New Zealand
    • 4.1.4. India
    • 4.1.5. Southeast Asia
  • 4.2. Mobile operators
    • 4.2.1. China Mobile
    • 4.2.2. China Unicom
    • 4.2.3. China Telecom
    • 4.2.4. KDDI
    • 4.2.5. KT
    • 4.2.6. NTT
    • 4.2.7. Singtel
    • 4.2.8. SK Telecom
    • 4.2.9. SoftBank
    • 4.2.10. Telstra
    • 4.2.11. Vodafone Idea
  • 4.3. IoT managed service providers
    • 4.3.1. Plintron
    • 4.3.2. Quectel
    • 4.3.3. Soracom
    • 4.3.4. Tata Communications
  • 4.4. LPWA networks
    • 4.4.1. LoRa networks
    • 4.4.2. Sigfox networks

5. Middle East & Africa

  • 5.1. Regional market trends
    • 5.1.1. Middle East
    • 5.1.2. Africa
  • 5.2. Mobile operators
    • 5.2.1. e&
    • 5.2.2. MTN
    • 5.2.3. Ooredoo
    • 5.2.4. Turkcell
    • 5.2.5. Vodacom
    • 5.2.6. Zain
  • 5.3. IoT managed service providers
    • 5.3.1. Flickswitch
  • 5.4. LPWA networks
    • 5.4.1. LoRa networks
    • 5.4.2. Sigfox networks

6. Satellite IoT Communications

  • 6.1. Introduction to satellite IoT networks
  • 6.2. Market analysis
  • 6.3. Satellite IoT operator market shares
  • 6.4. European satellite operators
    • 6.4.1. Astrocast
    • 6.4.2. Eutelsat Group
    • 6.4.3. Kineis
    • 6.4.4. Lacuna Space
    • 6.4.5. Sateliot
    • 6.4.6. Additional satellite connectivity providers
  • 6.5. North American satellite operators
    • 6.5.1. Globalstar
    • 6.5.2. Iridium
    • 6.5.3. Kepler Communications
    • 6.5.4. Ligado Networks
    • 6.5.5. Lynk
    • 6.5.6. Orbcomm
    • 6.5.7. Skylo
    • 6.5.8. Starlink (SpaceX)
    • 6.5.9. Viasat (Inmarsat)
    • 6.5.10. Additional satellite connectivity providers
  • 6.6. Chinese satellite operators
    • 6.6.1. CASC and CASIC
    • 6.6.2. Commsat
    • 6.6.3. Galaxy Space
    • 6.6.4. Head Aerospace
    • 6.6.5. Additional satellite connectivity providers
  • 6.7. Rest of World satellite operators
    • 6.7.1. Innova Space
    • 6.7.2. Myriota
    • 6.7.3. Sky and Space Company
    • 6.7.4. Thuraya
    • 6.7.5. Additional satellite connectivity providers

7. Market Forecasts and Trends

  • 7.1. Industry trends
    • 7.1.1. Top ten mobile operators manage 2.9 billion cellular IoT subscribers
    • 7.1.2. IoT revenues continue to grow slower than connections
    • 7.1.3. IoT managed service providers connect 200+ million cellular devices
    • 7.1.4. The international connectivity segment is evolving
    • 7.1.5. New entrants disrupt distribution channels
    • 7.1.6. IoT MVNOs are driving consolidation in the IoT connectivity market
    • 7.1.7. Mobile operators partner with satellite IoT players to extend coverage
  • 7.2. Geographic markets
    • 7.2.1. Global market summary
    • 7.2.2. Europe
    • 7.2.3. North America
    • 7.2.4. Latin America
    • 7.2.5. Asia-Pacific
    • 7.2.6. Middle East & Africa
  • 7.3. Vertical markets
    • 7.3.1. Connected cars on the rise
    • 7.3.2. Data consumption of connected cars will grow significantly
    • 7.3.3. Motor-powered two-wheeler telematics adoption picks up speed
    • 7.3.4. Telematics giants increasingly dominate the fleet management industry
    • 7.3.5. The opportunity to create smarter and safer cities
    • 7.3.6. Smart metering turns to new LPWA options for deployments in the 2020s
    • 7.3.7. Asset tracking to drive the second wave of LPWA deployments
    • 7.3.8. Connected healthcare reaches the masses
    • 7.3.9. Steady uptake of cellular connectivity in the POS terminal market
    • 7.3.10. Home energy and EV charging solutions to become new volume segments
  • 7.4. Technology trends
    • 7.4.1. Cellular technologies dominate wireless IoT
    • 7.4.2. NB-IoT uptake is growing on a project-by-project basis
    • 7.4.3. RedCap will accelerate the adoption of 5G in IoT
    • 7.4.4. Distributed core networks facilitate global IoT connectivity services
    • 7.4.5. Private cellular to grow from a niche into a substantial market
    • 7.4.6. eSIM adoption is gathering pace
  • List of Acronyms and Abbreviations

List of Figures

  • Figure 1.1: Comparison of LTE Cat-1, LTE Cat-1 bis, LTE-M and NB-IoT specifications
  • Figure 1.2: Comparison of RedCap and eRedCap specifications
  • Figure 1.3: Technology positioning of RedCap in relation to eMBB, URLLC and mMTC
  • Figure 1.4: The number of LTE-M and NB-IoT networks (World 2018-2023)
  • Figure 1.5: Select Sigfox network operators by country
  • Figure 1.6: MSS operator data services and coverage
  • Figure 1.7: IoT connectivity management platform by mobile operator (Q4-2023)
  • Figure 1.8: Comparison between traditional SIM and eUICC lifecycle models
  • Figure 1.9: Mobile operator M2M/IoT alliances (Q2-2024)
  • Figure 2.1: Europe cellular IoT connectivity market data (Q4-2023)
  • Figure 2.2: Western Europe cellular IoT connectivity market data (Q2-2023)
  • Figure 2.3: Germany cellular IoT connectivity market data (2019-2023)
  • Figure 2.4: Italy cellular IoT connectivity market data (2019-2023)
  • Figure 2.5: UK & Ireland cellular IoT connectivity market data (2019-2023)
  • Figure 2.6: France cellular IoT connectivity market data (2019-2023)
  • Figure 2.7: Spain & Portugal cellular IoT connectivity market data (2019-2023)
  • Figure 2.8: Benelux cellular IoT market connectivity data (2019-2023)
  • Figure 2.9: Nordics cellular IoT market connectivity data (2019-2023)
  • Figure 2.10: Sweden cellular IoT data traffic and revenues (2020-2023)
  • Figure 2.11: Central & Eastern Europe cellular IoT connectivity market data (Q2-2023)
  • Figure 2.12: Russia cellular IoT market data (2019-2023)
  • Figure 2.13: T-IoT Hub platform integrations
  • Figure 2.14: Orange cellular IoT subscribers by country (2018-2023)
  • Figure 2.15: Telefonica cellular IoT connections by country (2018-2023)
  • Figure 2.16: Financial data for Telenor Connexion (2022-2023)
  • Figure 2.17: Telia Company IoT subscribers by country (2019-2023)
  • Figure 2.18: IoT managed service providers in Europe by installed base (Q4-2023)
  • Figure 2.19: Eseye's SMARTconnect solution
  • Figure 2.20: Eseye's Infinity IoT Connectivity Management Platform
  • Figure 2.21: The floCONTROL dashboard
  • Figure 2.22: Public LoRaWAN network operators in Europe (Q2-2024)
  • Figure 2.23: Sigfox network operators in Europe (Q2-2024)
  • Figure 3.1: The Americas cellular IoT connectivity market data (Q4-2023)
  • Figure 3.2: US cellular IoT connectivity market data (2019-2023)
  • Figure 3.3: Brazil cellular IoT market connectivity data (2019-2023)
  • Figure 3.4: Estimated number of IoT subscribers in Latin America ex. Brazil (2023)
  • Figure 3.5: Telefonica cellular IoT connections in Latin America by country (2019-2023)
  • Figure 3.6: IoT managed service providers in North America by installed base (2023)
  • Figure 3.7: Public LoRaWAN network operators in the Americas (Q2-2024)
  • Figure 3.8: Amazon Sidewalk network coverage
  • Figure 3.9: Total onboarded Helium LoRaWAN gateways
  • Figure 3.10: Sigfox network operators in the Americas (Q2-2024)
  • Figure 4.1: Asia-Pacific cellular IoT connectivity market data (Q4-2023)
  • Figure 4.2: China cellular IoT connectivity market data (2019-2023)
  • Figure 4.3: Japan cellular IoT connectivity market data (2019-2023)
  • Figure 4.4: Cellular IoT subscribers by application category (South Korea, Q4-2023)
  • Figure 4.5: China Mobile IoT business KPIs (2019-2023)
  • Figure 4.6: China Unicom IoT business KPIs (2019-2023)
  • Figure 4.7: China Telecom IoT business KPIs (2019-2023)
  • Figure 4.8: Telstra IoT business KPIs (2018-2023)
  • Figure 4.9: IoT managed service providers in Asia-Pacific by installed base (2023)
  • Figure 4.10: Public LoRaWAN network operators in Asia-Pacific (Q2-2024)
  • Figure 4.11: Sigfox network operators in Asia-Pacific (Q2-2024)
  • Figure 5.1: Middle East & Africa cellular IoT connectivity market data (Q2-2023)
  • Figure 5.2: Turkey cellular IoT market connectivity data (2019-2023)
  • Figure 5.3: Vodacom IoT business KPIs (FY2020-FY2024)
  • Figure 5.4: Public LoRaWAN network operators in Middle East & Africa (Q2-2024)
  • Figure 5.5: Sigfox network operators in Middle East & Africa (Q2-2024)
  • Figure 6.1: The main satellite orbits
  • Figure 6.2: Satellite network operators by IoT subscriber base (Q4-2023)
  • Figure 7.1: Top 10 mobile operators by IoT connections (World Q4-2023)
  • Figure 7.2: Top mobile operators by IoT connectivity revenues (World 2023)
  • Figure 7.3: Top 10 IoT managed service providers by IoT connections (Q4-2023)
  • Figure 7.4: Merger & acquisition activity in the IoT connectivity market (2018-2024)
  • Figure 7.5: Announced satellite IoT partnerships
  • Figure 7.6: Key regional markets for cellular IoT (Q4-2023)
  • Figure 7.7: Monthly ARPU data for cellular IoT by country (2023)
  • Figure 7.8: Cellular IoT connections forecast, by region (World 2022-2028)
  • Figure 7.9: Cellular IoT connectivity revenue forecast, by region (World 2022-2028)
  • Figure 7.10: Cellular IoT connections forecast, by vertical (Europe 2022-2028)
  • Figure 7.11: Cellular IoT connectivity revenue forecast, by vertical (Europe 2022-2028)
  • Figure 7.12: Cellular IoT connections forecast, by vertical (NA 2022-2028)
  • Figure 7.13: Cellular IoT connectivity revenue forecast, by vertical (NA 2022-2028)
  • Figure 7.14: Cellular IoT connections forecast, by vertical (LATAM 2022-2028)
  • Figure 7.15: Cellular IoT connectivity revenue forecast, by vertical (LATAM 2022-2028)
  • Figure 7.16: Cellular IoT connections forecast, by vertical (APAC 2022-2028)
  • Figure 7.17: Cellular IoT connectivity revenue forecast, by vertical (APAC 2022-2028)
  • Figure 7.18: Cellular IoT connections forecast, by vertical (MEA 2022-2028)
  • Figure 7.19: Cellular IoT connectivity revenue forecast, by vertical (MEA 2022-2028)
  • Figure 7.20: Cellular IoT connections forecast, by vertical (World 2022-2028)
  • Figure 7.21: Cellular IoT connectivity revenue forecast, by vertical (World 2022-2028)
  • Figure 7.22: Top five cellular IoT connectivity providers for connected cars (Q4-2023)
  • Figure 7.23: Average annual data consumption per connected car (World 2023-2028)
  • Figure 7.24: Top 25 international providers of fleet management solutions (Q4-2022)
  • Figure 7.25: Cellular IoT connections by network technology (World 2022-2028)
  • Figure 7.26: Non-cellular IoT connections by technology (World 2022-2028)
  • Figure 7.27: Cost comparison between high-speed 4G LTE modules and 5G modules
  • Figure 7.28: eSIM shipments (World 2018-2023)