THE GLOBAL M2M/IOT TERMINAL MARKET

Transcription

1 Index Table of Contents Table of Contents... i List of Figures... iv Executive summary M2M/IoT networking and technologies Machine-to-machine communications (M2M) Chipsets, modules and terminals Cellular modules Cellular M2M/IoT terminals SIM solutions and embedded UICC Device design and machine integration Carrier, industry and region specific certifications Value chain Cellular M2M/IoT from 2G to 4G and beyond G/3G mobile networks G mobile networks LTE Cat-M1 and NB-IoT LPWA and satellite networks Cost comparison for cellular and LPWA technologies Market forecasts and trends Market forecasts Module vendor market shares Terminal vendor market shares Cellular module market forecasts Cellular terminal market forecasts Regional market dynamics Market trends The leading terminal vendors experienced healthy revenue growth in Few M&A activities on the cellular terminal market i

2 2.2.3 The impact of macroeconomic factors on the cellular terminal market Decommissioning of 2G networks drives adoption of LTE terminals Small and medium-sized vendors offer modular routers and gateways M2M terminal prices vary widely, targeting different market segments Company profiles and strategies M2M/IoT terminal vendors ADLINK Technology Advantech B+B SmartWorx Beijer Electronics Group (Westermo and Korenix) CalAmp Cisco Cradlepoint Digi International Dr. Neuhaus Encore Networks Eurotech HMS Networks InHand Networks INSYS Microelectronics Maestro Wireless Solutions Matrix Electrónica MC Technologies Moxa MultiTech Systems NetComm Wireless NetModule Option Red Lion Controls Systech Corporation Teltonika Xiamen Four-Faith Communication Technology Cellular M2M/IoT module vendors ii

3 3.2.1 Sierra Wireless Telit Gemalto M2M SIMCom u-blox Huawei ZTE WeLink Quectel Fibocom Other cellular module vendors Glossary iii

4 Index List of Figures Figure 1.1: Core elements of wireless M2M solutions... 3 Figure 1.2: Cost versus time diagram for wireless technology integration... 5 Figure 1.3: Examples of wireless M2M modules... 6 Figure 1.4: Examples of wireless M2M terminals... 7 Figure 1.5: Common features in cellular gateways and routers... 8 Figure 1.6: Comparison of SIM form factors Figure 1.7: System architecture for an end-to-end M2M solution Figure 1.8: PTCRB operator members (Q3-2016) Figure 1.9: M2M device value chain overview Figure 1.10: Comparison of LTE-family cellular technologies Figure 1.11: Comparison of LPWA and satellite technologies Figure 1.12: Cost comparison for IoT technologies (2015) Figure 2.1: Top wireless module vendors, by revenues and shipments (World 2015) Figure 2.2: Top M2M terminal vendors, by revenues and shipments (World 2015) Figure 2.3: Cellular IoT device shipment forecast, by region (World ) Figure 2.4: Cellular terminal shipment forecasts by region (World ) Figure 2.5: Financial data for leading M2M terminal vendors (2015) Figure 2.6: M2M Terminal vendor mergers and acquisitions (World ) Figure 2.7: Examples of terminal vendors offering a modular device concept (Q3-2016) Figure 2.8: Terminal prices by vendor (Q3-2016) Figure 3.1: ADLINK s IoT gateways (Q3-2016) Figure 3.2: Advantech B+B SmartWorx terminals (Q2-2016) Figure 3.3: Westermo and Korenix terminals (Q2-2016) Figure 3.4: CalAmp terminals (Q2-2016) Figure 3.5: Cisco terminals (Q2-2016) Figure 3.6: Cradlepoint s range of IoT/M2M terminals (Q3-2016) Figure 3.7: Digi International s cellular M2M terminals Figure 3.8: Dr. Neuhaus cellular M2M terminals Figure 3.9: Encore Networks cellular IoT/M2M terminals iv

5 Figure 3.10: Eurotech s IoT/M2M architecture Figure 3.11: ewon Flexy modular M2M router and gateway Figure 3.12: InHand Networks M2M terminals (Q3-2016) Figure 3.13: Maestro Wireless Solutions M2M terminals (Q2-2016) Figure 3.14: Moxa M2M terminals (Q2-2016) Figure 3.15: MultiTech Systems cellular M2M terminals (Q3-2016) Figure 3.16: NetComm Wireless M2M terminals (Q2-2016) Figure 3.17: NetModule s cellular routers Figure 3.18: CloudGate cellular M2M terminal Figure 3.19: Systech s SysLINK series (Q2-2016) Figure 3.20: Teltonika s range of cellular routers (Q2-2016) Figure 3.21: Xiamen Four-Faith Communication Technology M2M terminals (Q2-2016) Figure 3.22: Xiamen Four-Faith Communication Technology M2M terminals (Q2-2016) Figure 3.23: Sierra Wireless embedded modules and terminals (Q2-2016) Figure 3.24: Telit M2M embedded wireless modules (Q2-2016) Figure 3.25: M2M terminals from Telit (Q2-2016) Figure 3.26: Gemalto M2M embedded modules (Q2-2016) Figure 3.27: Gemalto M2M terminals (Q2-2016) Figure 3.28: SIMCom embedded wireless modules and terminals (Q2-2016) Figure 3.29: u-blox embedded wireless modules (Q2-2016) Figure 3.30: Huawei embedded wireless modules (Q2-2015) Figure 3.31: ZTE WeLink embedded wireless modules (Q2-2016) Figure 3.32: Quectel embedded wireless modules (Q2-2016) v