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2 Entire contents 2018 by ON World. All rights reserved. The information contained herein has been obtained from sources believed to be reliable. ON World takes no responsibility for any inaccuracies, completeness or adequacy of such information. ON World shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The reader assumes sole responsibility for the selection of these materials to achieve its intended results. The opinions expressed herein are subject to change without notice. No part of this report excerpt may be given, lent, resold, or disclosed to non-customers without permission. Reproduction or disclosure in whole or in part to other parties is permitted only with the written and express consent of ON World. This document is a free report excerpt. A full version of the report may be purchased directly from our website for an immediate download. If you need an invoice, please call or us at: research@onworld.com ON World Inc. Emerald Plaza Center 402 West Broadway Suite 400 San Diego, California Toll free (U.S.): International: ON World Inc. All Rights Reserved.

3 Executive Summary Executive Summary Wireless mesh sensor network standards have made the predominant networking technology for the Internet of Things. Half a billion mesh chips have been sold for smart homes and buildings, metering, smart cities, industrial automation and other IoT markets. Z-Wave, Bluetooth Low Energy (BLE) and low power WiFi have been unsuccessful at slowing market penetration. This success is demonstrated by leading consumer electronics manufacturers embedding in their products including Amazon s Echo Plus. Adoption of smart home wireless sensor networks (WSN) increased faster than BLE last year despite growing interest in BLE by new developers and the completion of Bluetooth Mesh. Today, device makers can choose /BLE combo chips that add little to their costs while providing the benefits of BLE smart phone integration and the sophistication of for WSN. Plummeting chip costs combined with the emergence of combo chips has reduced the risk associated with developing IoT solutions. This has resulted in manufacturers using in a variety of popular consumer products including smart speakers, routers and web cams as well as sensors, controllers and hubs. It has also drawn new entrants to the market such as Qualcomm and Nordic Semiconductor and resulted in several acquisitions. This is epitomized by Silicon Labs that has acquired half a dozen companies over the last few years including RTOS platform provider Micrium and Sigma Designs Z-Wave business. By 2023, 4.5 billion cumulative mesh devices will be sold worldwide. The majority of these will use smart home protocols such as Zigbee and Thread. However, other wireless mesh protocols such as Wi-SUN, JupiterMesh, WirelessHART and ISA100 Wireless have specific advantages for each of their respective markets including longer network range and high reliability. Figure 1: Global Mesh Devices ( ) 6,000 4,000 2,000 Millions Source: ON World 2018 ON World Inc. All Rights Reserved. 1

4 Executive Summary A few of the latest developments for markets include the following: Smart Homes & Buildings: Dozens of mainstream CE products with embedded including modems/set-top boxes by Arris, Comcast, Dish/Echostar, Technicolor and Verizon; WiFi routers by eero, Google, Linksys, Samsung, TP-Link and Extreme Networks; Nest s web cams; and Amazon s Echo Plus voice-controlled speaker that is also a smart home hub. Hundreds of Zigbee and products are sold from retail consumer channels. Managed service platforms such as Comcast s Xfinity Home with millions of subscribers. Increasing demand for wireless smart lighting platforms has resulted in acquisitions such as Current (GE) of Daintree and Osram of Digital Lumens. Smart lighting systems using currently cover 1 billion square feet in offices, warehouses, factories, retail stores/malls, schools, universities and government buildings. Smart Metering: Great Britain retailers are rolling out 50 million smart meters with plans to be completed within the next few years. Each household will have several Zigbee chips for hubs, electric/gas meters and in-home energy management devices. Japan s electric utilities are on track to have 68 million smart electric meters to be deployed by 2020 with the majority of these to have two g chips for the Wi-SUN compliant metering network and Home Area Network (HAN) interface. Smart Cities: Florida Power & Light has 500,000 smart streetlights using a g compliant IPv6 network by Silver Spring (Itron), the largest smart lighting deployment to date. Silver Spring s smart streetlighting systems have also been deployed in major cities around the world including Bristol, Copenhagen, Chicago, Glasgow, Paris, Providence, Halifax and Kingston, Jamaica. Other compliant smart city networking systems are available from CIMCON, CyanConnode, DimOnOff, Honeywell, Huawei, Landis+Gyr, Trilliant and others. For this report (14th edition), we did an exhaustive investigation of the ecosystem including phone interviews and surveys with component suppliers, manufacturers, service providers and distributors targeting 20+ market segments. We provide 6-year market size forecasts by product design (e.g., chipset/module), technology, frequency, topology, geography, chipset/module revenues and average sale price. The report also includes chipset market shares, an in-depth value system analysis and 90+ company profiles ON World Inc. All Rights Reserved. 2

5 Report Scope & Methodology Report Scope In this report, we analyze and forecast seven application areas across ten target markets that are most suited to and its competing wireless alternatives such as Bluetooth, WiFi, Z-Wave, EnOcean, LoRa, NB-IoT, Sigfox and others. We analyze the whole value chain from chipset to end user and assess the forecast impact from a moderate and aggressive viewpoint. ON World has conducted research on low power wireless and wireless sensor network (WSN) markets and technologies since Yearly, we conduct phone interviews and survey individuals representing thousands of companies end users, service providers, vendors and suppliers-- in dozens of markets. Methodology Primary Research: For this report, ON World conducted phone interviews and/or surveyed over 2,500 individuals including: End users/distributors: Consumers, home service providers, professional installers, systems integrators, retailers and other distribution channels. Vendors: Component suppliers, device manufacturers, IoT platforms and service providers. Competitive Landscape: Analysis of 100+ companies including: Product segmentation: Chipsets, RF modules, Network stacks, Systems, Platforms. Competitive Analysis: Products/services/pricing/intellectual property, business models/distribution channels and financials/partners/industry alliances. Market Dynamics: Target Markets: AMI/DER; Smart Home; Media Center; Health & Wellness; Smart Buildings; Industrial, Logistics and Agriculture; Smart Cities; Retail, Automotive and Others. Applications: Energy/Metering, Lighting Controls, Health/Fitness, Security/Safety, Condition Monitoring/Asset Management, Entertainment Controls and Others. Market forces: Energy trends, economics, regulations, competitive forces along the value chain as well as end user adoption trends. Technology dynamics: Analysis of the latest technology advances, competing alternatives, standards efforts and industry alliances. Sales Data Collection: Unit sales, pricing, future predictions as well as breakdowns by market, geography, application, technology and module/chipset. Market Size Forecasts: Using a complete value chain approach that is based on device shipments to end users, our forecasts are based on extensive primary research, vendor feedback, market forces analysis and data modeling ON World Inc. All Rights Reserved. 11

6 Executive Summary... 1 Report Scope... 1 Methodology... 1 The Ecosystem... 2 WSN Market Landscapes... 2 Short Range Wireless... 3 Fixed Wireless Sensor Networks... 3 Mobile Sensing... 3 Outlook... 4 Long Range Wireless... 4 Total Potential Market Sizing... 5 The Value System... 6 Adoption Trends & Market Forces... 7 Cloud Development... 7 Smart Home... 8 Adoption Trends... 8 Consumer View... 9 Smart Buildings Smart Industries Smart Cities Low Power Wide Area Networks Technology Dynamics Summary Mesh Networking IP Addressable Sensors Multi-Protocol Chips Technologies & Standards Developments IEEE IEEE e IEEE e Time-slotted Channel Hopping (TSCH) IEEE k (Low Energy Critical Infrastructure Networks) IEEE g (Smart Utility Networks) ECHONET Consortium Wi-SUN Alliance Industrial WSN Standards WirelessHART ISA100 Wireless WIA-PA ON World Inc. All Rights Reserved. i

7 Zigbee Zigbee PRO Zigbee Zigbee Home Automation Zigbee Light Link Zigbee Building Automation Zigbee Green Power Smart Energy JupiterMesh Dotdot The Thread Group Fairhair Alliance IETF Standards OMA SpecWorks Open Source Initiatives Competing Alternatives WiFi Bluetooth Low Energy EnOcean Z-Wave Low Power Wide Area Network Technologies Network Tests Battery Comparison in Years by 1 to 3 Volt Node Volt Chipset Test Battery Lifetime Series Years Energy Harvester Test Market Size Forecasts Methodology Total WSN Chipsets Market - Moderate & Aggressive Total WSN Chipsets by Landscape Total WSN Chipsets by Market Segment WSN Chipsets by Technology Units - Moderate & Aggressive Revenues - Moderate & Aggressive Units by Market Revenues by Market Units by Application Revenues by Application Average Sale Prices Units by Geography ON World Inc. All Rights Reserved. ii

8 Units by Protocol Units by Topology Units by Frequency Units by Product Design Target Markets Smart Home Market Trends & Developments Value System Market Size Forecasts & Others Moderate & Aggressive Units by Application Chipset/Module Revenues Units by Protocol Entertainment Controls Market Trends & Developments Market Size Forecasts & Others Moderate & Aggressive Chipset/Module Revenues Units by Protocol Health & Wellness Market Trends & Developments Value System Market Size Forecasts & Others Moderate & Aggressive Units by Application Chipset/Module Revenues Smart Buildings Market Trends & Developments Value System Market Size Forecasts & Others Moderate & Aggressive Units by Application Chipset/Module Revenues Units by Protocol Industrial, Logistics, Agriculture & Others Market Trends & Developments ON World Inc. All Rights Reserved. iii

9 Value System Market Size Forecasts & Others Moderate & Aggressive Chipset/Module Revenues Units by Protocol Advanced Metering/Distributed Energy Resources Market Trends & Developments Value System Market Size Forecasts & Others Moderate & Aggressive Chipset/Module Revenues Units by Protocol Smart Cities Market Trends & Developments Value System Market Size Forecasts & Others Moderate & Aggressive Chipset/Module Revenues Units by Protocol The Competitive Landscape Chipsets & Zigbee Market Shares Product Segmentation Chipset Profiles Network Stacks & Modules Product Segmentation Stacks & Modules Profiles Devices & Vertical Systems Software & IoT Platforms Automation/IT Platforms ON World Inc. All Rights Reserved. iv

10 List of Figures Figure 1: Global Mesh Devices ( )... 1 Figure 2: Converging WSN Landscapes... 2 Figure 3: Fixed WSN and Mobile Sensing... 3 Figure 4: Global TPM for WSN Devices by Market... 5 Figure 5: IoT Platforms Used... 7 Figure 6: Smart Home Growth by (Select) Product Segment... 8 Figure 7: Most Likely Smart Home Solutions... 9 Figure 8: Willing to Pay for a Smart Home Service... 9 Figure 9: Most Commonly Used Smart Building IoT Technologies Figure 10: Most Important Enterprise IoT Considerations Figure 11: Industrial Wireless Mesh Field Device Growth Figure 12: Adoption of WirelessHART & ISA100.11a Figure 13: Most Important WSN Features Figure 14: Satisfaction with WSN Systems Figure 15: Installed Smart Streetlight Controllers by Technology Figure 16: Industrial LPWA Awareness Figure 17: LPWA Most Likely Types of Applications Figure 18: Most Likely LPWAN Technologies in 10 Years Figure 19: LPWA Percent of Connected IoT Devices in 10 Years Figure 20: IEEE Protocol Stack & Associated Standards Figure 21: 1 Volt Battery Comparison in Years by Node Figure 22: 1 Volt Node Battery Lifetime in Years Figure 23: 3 Volt Node Battery Lifetime in Years Figure 24: 1 Volt Radio Harvester Size Figure 25: 3 Volt Radio Harvester Size Figure 26: Global WSN Annual Units, Moderate & Aggressive ( ) Figure 27: Global WSN Annual Units by Landscape ( ) Figure 28: Global WSN Annual Units by Market ( ) Figure 29: Global WSN Annual Units by Technology ( ) Figure 30: Global Annual Units, Moderate & Aggressive ( ) Figure 31: Global Chipset/Module Revenues, Moderate & Aggressive ( ) Figure 32: Global Annual Units by Market ( ) Figure 33: Global Chipset/Module Revenues by Market ( ) Figure 34: Global Annual Units by Application ( ) Figure 35: Global Chipset/Module Revenues by Application ( ) Figure 36: Global Chipset/Module ASPs by Select Market ( ) ON World Inc. All Rights Reserved. v

11 Figure 37: Global Annual Units by Geography ( ) Figure 38: Global Annual Units by Protocol ( ) Figure 39: Global Annual Units by Topology ( ) Figure 40: Global Annual Units by Frequency ( ) Figure 41: Global Annual Units by Product Design ( ) Figure 42: The Smart Home Value System Figure 43: Smart Home WSN Annual Units, & Others ( ) Figure 44: Smart Home Annual Units, Moderate & Aggressive ( ) Figure 45: Smart Home Annual Units by Application ( ) Figure 46: Smart Home Chipset/Module Revenues by Application ( ) Figure 47: Smart Home Annual Units by Protocol ( ) Figure 48: Media Center WSN Annual Units, & Others ( ) Figure 49: Media Center Annual Units, Moderate & Aggressive ( ) Figure 50: Media Center Chipset/Module Revenues ( ) Figure 51: Media Center Annual Units by Protocol ( ) Figure 52: Health & Wellness WSN Value System Figure 53: Health/Wellness WSN Annual Units, & Others ( ) Figure 54: Health/Fitness Annual Units, Moderate & Aggressive ( ) Figure 55: Health/Fitness Annual Units by Application ( ) Figure 56: Health/Fitness Chipset/Module Revenues by Application ( ) Figure 57: Smart Building WSN Value System Figure 58: Buildings WSN Annual Units, & Others ( ) Figure 59: Buildings Annual Units, Moderate & Aggressive ( ) Figure 60: Buildings Annual Units by Application ( ) Figure 61: Buildings Chipset/Module Revenues by Application ( ) Figure 62: Buildings Annual Units by Protocol ( ) Figure 63: Industrial WSN Value System Figure 64: Industrial WSN Annual Units, & Others ( ) Figure 65: Industrial Annual Units, Moderate & Aggressive ( ) Figure 66: Industrial Chipset/Module Revenues by Application ( ) Figure 67: Industrial Annual Units by Protocol ( ) Figure 68: AMI/DER Value System Figure 69: AMI/DER WSN Annual Units, & Others ( ) Figure 70: AMI/DER Annual Units, Moderate & Aggressive ( ) Figure 71: AMI/DER Chipset/Module Revenues ( ) Figure 72: AMI/DER Annual Units by Protocol ( ) Figure 73: Smart City WSN Value System Figure 74: Smart Cities WSN Annual Units, & Others ( ) ON World Inc. All Rights Reserved. vi

12 Figure 75: Smart Cities Annual Units, Moderate & Aggressive ( ) Figure 76: Smart Cities Chipset/Module Revenues by Application ( ) Figure 77: Smart Cities Annual Units by Protocol ( ) Figure 78: IEEE Chipsets - Disruption & Sustainability Figure 79: IEEE Unit Shipments Market Shares in Figure 80: Zigbee/Thread Unit Shipments Market Shares in Figure 81: Zigbee/ Network Stacks & Modules - Disruption & Sustainability List of Tables Table 1: The Value System... 6 Table 2: Short Range Wireless Sensor Network Technologies Table 3: Open Source WSN Initiatives Table 4: LPWAN Technologies Summarized Table 5: Battery Comparison in Years by 1 Volt Node Table 6: Battery Comparison in Years by 3 Volt Node Table 7: Global WSN Annual Units, Aggressive & Moderate ( ) Table 8: Global WSN Annual Units by Landscape ( ) Table 9: Global WSN Annual Units by Market ( ) Table 10: Global WSN Annual Units by Technology ( ) Table 11: Global Annual Units, Moderate & Aggressive ( ) Table 12: Global Chipset/Module Revenues, Moderate & Aggressive ( ) Table 13: Global Annual Units by Market ( ) Table 14: Global Chipset/Module Revenues by Market ( ) Table 15: Global Annual Units by Application ( ) Table 16: Global Chipset/Module Revenues by Application ( ) Table 17: Global Chipset/Module ASPs by Select Market ( ) Table 18: Global Annual Units by Geography ( ) Table 19: Global Annual Units by Protocol ( ) Table 20: Global Annual Units by Topology ( ) Table 21: Global Annual Units by Frequency ( ) Table 22: Global Annual Units by Product Design ( Table 23: Smart Home WSN Annual Units, & Others ( ) Table 24: Smart Home Annual Units, Moderate & Aggressive ( ) Table 25: Smart Home Annual Units by Application ( ) Table 26: Smart Home Chipset/Module Revenues by Application ( ) Table 27: Smart Home Annual Units by Protocol ( ) Table 28: Media Center - WSN Annual Units, & Others ( ) ON World Inc. All Rights Reserved. vii

13 Table 29: Media Center Annual Units, Moderate & Aggressive ( ) Table 30: Media Center Chipset/Module Revenues ( ) Table 31: Media Center Annual Units by Protocol ( ) Table 32: Health/Wellness WSN Annual Units, & Others ( ) Table 33: Health/Fitness Annual Units, Moderate & Aggressive ( ) Table 34: Health/Fitness Annual Units by Application ( ) Table 35: Health/Fitness Chipset/Module Revenues by Application ( ) Table 36: Buildings WSN Annual Units, & Others ( ) Table 37: Buildings Annual Units, Moderate & Aggressive ( ) Table 38: Buildings Annual Units by Application ( ) Table 39: Buildings Chipset/Module Revenues by Application ( ) Table 40: Buildings Annual Units by Protocol ( ) Table 41: Industrial WSN Annual Units, & Others ( ) Table 42: Industrial Annual Units, Moderate & Aggressive ( ) Table 43: Industrial Chipset/Module Revenues by Application ( ) Table 44: Industrial Annual Units by Protocol ( ) Table 45: AMI/DER WSN Annual Units, & Others ( ) Table 46: AMI/DER Annual Units, Moderate & Aggressive ( ) Table 47: AMI/DER Chipset/Module Revenues ( ) Table 48: AMI/DER Annual Units by Protocol ( ) Table 49: Smart Cities WSN Annual Units, & Others ( ) Table 50: Smart Cities Annual Units, Moderate & Aggressive ( ) Table 51: Smart Cities Chipset/Module Revenues by Application ( ) Table 52: Smart Cities Annual Units by Protocol ( ) Table 53: IEEE Chipset Suppliers Product Offerings Table 54: Zigbee/ Chipsets - Profiles Table 55: Zigbee/ Network Stacks & Modules - Product Offerings Table 56: Zigbee/ Network Stacks & Modules Profiles Table 57: Zigbee/ Systems Profiles Table 58: Software/IoT Platforms Profiles Table 59: Platform Providers Company Profiles ON World Inc. All Rights Reserved. viii

14 ON World Inc. Emerald Plaza Center 402 West Broadway Suite 400 San Diego, California Toll free phone (U.S.): International callers: ON World provides business intelligence on Internet of Things markets. Our market research is used by Fortune 1000 companies, startups and investors worldwide. If you have any questions on the report, please call us or send us an at: 2018 ON World Inc. All Rights Reserved.