全球物聯網和嵌入式作業系統（OS）市場：即時和安全運算推動商業作業系統市場

由於物聯網和智慧型裝置的激增以及對高階即時功能的需求不斷增長，嵌入式作業系統 (OS) 和物聯網市場預計將出現強勁成長。 遠端監控、預測性維護和自治系統等高價值嵌入式運算應用的特點是低延遲和其他應用要求，例如靈活的 I/O 支援、多核心效能和加速工作負載處理。需要支援的作業系統。

物聯網 (IoT) 和工業 4.0 的出現顯著增加了對智慧連網設備的需求，導致嵌入式作業系統的採用和要求迅速增加。 隨著系統複雜性的增加和多核心處理器的使用，即時應用程式的要求和對（多）操縱系統功能的需求不斷增長。 此外，隨著軟體變得越來越複雜，許多傳統作業系統供應商正在其產品的基礎上提供其他軟體，例如支援更高連接性和安全性的軟體。 嵌入式作業系統市場在部署機會、要求和競爭格局方面正在經歷快速變化。

開源作業系統因其靈活性、成本效益和軟體工具的普遍可用性而變得越來越流行。 儘管有這些優勢，開源作業系統仍面臨安全挑戰。 然而，人們對認證開源作業系統以增加安全關鍵產業的採用非常感興趣。 虛擬機器管理程式透過支援多作業系統系統，成為安全關鍵產業採用開源作業系統的最大推動者。 混合關鍵嵌入式系統在汽車、A&D 和工業自動化領域變得越來越重要，我們預計 Android/Linux 將在遠端監控、預測性維護和自主系統中進一步採用。

進入 2023 年，隨著銀行倒閉、利率上升和全球緊張局勢加劇，經濟不確定性不斷增加。 儘管遇到這些挫折，汽車、國防和通訊等某些產業仍可能實現穩定成長。 由於全球緊張局勢加劇，全球國防預算正在增加，並可能推動該領域對商業嵌入式作業系統的需求。 此外，由於自動駕駛系統和軟體定義車輛的競爭，汽車產業將在未來五年內經歷顯著成長。 在電信業，政府補貼的 5G 站的部署增加將推動邊緣運算的採用，從而導致虛擬機器管理程序和容器的使用增加。 鑑於物聯網和嵌入式運算應用程式和軟體開發的發展，嵌入式作業系統市場可能會發生巨大變化。

本報告審視了全球物聯網和嵌入式作業系統 (OS) 市場，提供了市場概況、行業和區域趨勢以及對進入市場的供應商的見解。

目錄

執行摘要

世界市場概覽

• 近期趨勢

按地區預測比較

• 美洲
• 歐洲/中東/非洲
• 亞太地區

產業比較預測

• 航空航太/國防
• 汽車/鐵路/交通
• 通訊/網絡
• 工業自動化

供應商見解

• BlackBerry QNX
• Canonical
• Enea
• eSOL
• Foundries.io
• Green Hills Software
• Lynx
• Microsoft
• PX5
• Red Hat
• Siemens EDA
• SYSGO
• TenAsys
• Wind River

最終使用者見解

關於 VDC 研究

附件

INSIDE THIS REPORT:

The embedded operating system (OS) and IoT market will experience steady growth, driven by the increasing adoption of IoT and smart devices and the growing need for advanced real-time capabilities. High-value embedded computing applications such as remote monitoring and control, predictive maintenance, and autonomous systems feature low latency and other application requirements for flexible I/O support, multicore performance, and accelerated workload processing, demanding a well-supported OS. This report defines and examines the market for IoT and embedded operating systems, quantifying and qualifying market dynamics through an in-depth discussion of recent events, engineering trends, and vendor strategies. This report also analyzes market dynamics according to leading vendors, geographic regions, and vertical markets.

WHAT QUESTIONS ARE ADDRESSED?

• Which industries and regions are set to emerge the strongest and will be drivers of growth over the next five years?
• How should OS vendors capitalize on increasing safety and security concerns?
• Which software capabilities should OS vendors enable to offer a more complete software platform?
• Will the increased adoption of open-source solutions affect OS vendor strategies?
• How will future safety certifications for Linux affect safety-critical markets?
• Which industries will be affected the most because of emerging global economic concerns?

WHO SHOULD READ THIS REPORT?

This research report is written for those making critical business decisions regarding products, markets, channels, and competitive strategies and tactics. This report is intended for senior decision-makers who are developing and using embedded, IoT, and cloud services technology, including those in the following roles:

• CEO and other C-level executives
• Corporate development and M&A teams
• Marketing executives
• Business development and sales leaders
• Product development and product strategy leaders

VENDORS LISTED IN THIS REPORT:

EXECUTIVE SUMMARY:

With the advent of the Internet of Things (IoT) and Industry 4.0, the demand for intelligent and interconnected devices has grown significantly, leading to a surge in deployments and requirements for embedded OSs. Realtime application requirements and increasing demand for (multi-)OS capabilities are growing alongside system complexity and multicore processor use. Additionally, many traditional OS vendors are using their products as a foundation for providing other software offerings, such as those that support greater connectivity and security, as software complexity increases. The embedded OS market is in a state of rapid change for deployment opportunities and requirements as well as the composition of its competitive landscape.

Open-source OSs are becoming increasingly popular for their flexibility, cost effectiveness, and generally greater availability of software tools. Despite these benefits, open-source OSs still face mounting safety and security challenges. Yet, there is significant interest in certifying open-source OS to increase adoption in safety-critical industries. Hypervisors are the biggest enablers for driving open-source OS deployments in safety-critical industries by supporting multi-OS systems. Mixed-criticality embedded systems are becoming more important in automotive, A&D, and industrial automation verticals and will fuel further Android/Linux adoption in remote monitoring and control, predictive maintenance, and autonomous systems.

Economic uncertainty is increasing as 2023 progresses, with bank failures, increasing interest rates, and global tensions rising. Despite these setbacks, certain industries, including automotive, defense, and telecommunications, will see stable growth. Defense budgets are increasing worldwide in response to rising global tensions, which will in turn drive demand for commercial embedded OSs in the sector. Additionally, the automotive industry will experience significant growth over the next five years driven by autonomous systems and the race towards the software-defined vehicle. For telecommunications, increased 5G station deployments subsidized by governments will drive edge computing adoption, and hypervisor and container usage as a result. The embedded OS market is set for a dramatic change given the evolution in IoT and embedded computing applications and software development.

KEY FINDINGS:

• Comprising more than half of global OS revenues combined, the market is led by the automotive, A&D, communications, and industrial automation verticals.
• Multi-OS systems are gaining popularity, particularly in automotive, as a means of using operating systems that support different safety-critical standards and/or application requirements, such as RTOSs and Linux.
• Open-source OSs for embedded applications continue to grow in use, and projects run by The Linux Foundation, such as the Enabling Linux In Safety Applications (ELISA) project, the Zephyr project, and Automotive Grade Linux (AGL), are working to extend Linux within safe and secure applications.
• OS vendors should look to expand their software stack beyond OSs by adding components such as hypervisors and cloud agents to help OEMs shorten development times, as developers will be able to focus on building applications and services on top of a reliable OS platform.

REPORT EXCERPT:

EXPANDING THE SOFTWARE STACK CAN CREATE NEW VALUE FOR OS VENDORS

Outside of operating systems, vendors are looking to support other aspects of the software stack, as the complexity and sophistication of embedded software continues to grow. OS vendors need to incorporate or add other aspects of software development, such as security features, file systems, web browsers, cloud agents, and embedded databases. By integrating these components into a cohesive software stack, OS providers can offer a complete solution for OEMs and other engineering houses.

In particular, containers and hypervisor solutions have seen significant growth and are now crucial aspects of the software stack for OS vendors. Hypervisors are used to support multi-OS systems, while containers are being more commonly deployed in applications such as telecommunications to support cloud-native development. Containers are expected to grow in usage over the next three years to 22.4% from 18.1%.

ABOUT THE AUTHORS:

Dan Mandell

Dan Mandell supports a variety of syndicated market research programs and custom consulting engagements in the IoT and Embedded Technology practice. He leads VDC's annual research services for embedded processors, boards, integrated systems, edge gateways, and other computing hardware. Dan's insights help leading technology providers align their go-to-market planning and competitive strategies with the dynamic embedded landscape and its constantly evolving buyer behaviors, technology adoption, and application requirements. His working relationship with VDC dates back to 2005 and includes time supporting Business Development as well as the AutoID practice. Dan holds a B.S. in Information Systems Management from Bridgewater State University.

Chris Rommel

Chris Rommel leads VDC's syndicated research programs and consulting engagements focused on development and deployment solutions for intelligent systems. He has helped a wide variety of clients respond to and capitalize on the leading trends impacting nextgeneration industrial and device markets, such as security, the IoT, and engineering lifecycle management solutions. Chris has also led a range of proprietary consulting projects, including competitive analyses, strategic marketing initiative support, ecosystem development strategies, and vertical market opportunity assessments. Chris holds a B.A. in Business Economics and a B.A. in Public and Private Sector Organization from Brown University.

Table of Contents

Executive Summary

• Key Findings

Global Market Overview

• Recent Developments
  • Embedded Linux Aims for Safety-Critical Systems
  • RISC-V Emerges to Compete with Established Hardware Architectures

Comparative Forecasts by Region

• Americas
• EMEA Region
• APAC Region

Comparative Forecasts by Vertical Market

• Aerospace & Defense
• Automotive/rail/transport
• Communications and Networking
• Industrial Automation

Vendor Insights

• BlackBerry QNX
• Canonical
• Enea
• eSOL
• Foundries.io
• Green Hills Software
• Lynx
• Microsoft
• PX5
• Red Hat
• Siemens EDA
• SYSGO
• TenAsys
• Wind River

End User Insights

• Characteristics Influencing the Selection of Embedded Operating Systems
• Factors Affecting Engineering Organization OS Choices
• Expanding the Software Stack Can Create New Value for OS Vendors

About VDC Research

Report Exhibits

• Exhibit 1: Global Revenue of IoT & Embedded Operating Systems and Related Services
• Exhibit 2: Global Unit Shipments of IoT & Embedded Operating Systems
• Exhibit 3: Global Unit Shipments of IoT & Embedded Operating Systems by OS Type
• Exhibit 4: Global Revenue of IoT & Embedded Operating Systems and Related Services by OS Type
• Exhibit 5: Global Revenue of IoT & Embedded Operating Systems and Related Services by Geographic Region
• Exhibit 6: Global Revenue of IoT & Embedded Operating Systems and Related Services by Geographic Region (Excluding Microsoft)
• Exhibit 7: Global Revenue of IoT & Embedded Operating Systems and Related Services by Leading Vendors and Geography, 2022
• Exhibit 8: Global Revenue of IoT & Embedded Operating Systems and Related Services by Vertical Market, 2022
• Exhibit 9: Global Unit Shipments of IoT & Embedded Operating Systems and Related Services by Vertical Market
• Exhibit 10: Global Revenue of IoT & Embedded Operating Systems and Related Services by Leading Vendors and Vertical Market, 2022
• Exhibit 11: Global Revenue Share of IoT & Embedded Operating Systems and Related Services by Revenue Leaders, 2022
• Exhibit 12: Global Unit Share of IoT & Embedded Operating Systems by Revenue Leaders
• Exhibit 13: Global Unit Share of IoT & Embedded Operating Systems by Unit Leaders
• Exhibit 14: Global Revenue of RTOS and Related Services by Revenue Leaders
• Exhibit 15: Global Revenue of Commercial Linux and Related Services by Revenue Leaders
• Exhibit 16: Most Important Characteristics When Selecting the Primary Embedded Operating System for Current Project
• Exhibit 17: Likelihood of Using the Same Operating System on a Similar Project Three Years From Now
• Exhibit 18: Embedded Software Stack Components Required on Current/Most Recent Project, Other than the Operating System