THE GLOBAL M2M/IOT COMMUNICATIONS MARKET

Transcription

1 THE GLOBAL M2M/IOT COMMUNICATIONS MARKET INDEX Index Table of Contents Table of Contents... i List of Figures... vi Executive summary M2M/IoT networking and technologies Cellular M2M/IoT from 2G to 4G and beyond G/3G mobile networks G mobile networks LTE-M and NB-IOT LPWA and satellite networks Cellular and LPWA technologies and the IoT market IoT devices in cellular networks Cellular IoT modules and hardware SIM solutions and embedded UICC IoT connectivity management platforms IoT application enablement platforms International coverage and alliances Roaming and international coverage Mobile operator alliances Europe Regional market trends Western Europe Regional market trends in Western Europe Central Eastern Europe and Russia & CIS Mobile operators Vodafone Deutsche Telekom Telefónica Orange STRATEGIC M2M RESEARCH SERIES i

2 INDEX THE GLOBAL M2M/IOT COMMUNICATIONS MARKET Telenor Group Europe Belgacom EE KPN MTS SFR Telecom Italia Swisscom Telekom Austria TeliaSonera Tele CDMA/LTE networks for the 450 MHz band M2M managed service providers Wireless Logic Sierra Wireless Wireless Maingate and MobiquiThings Telit Cubic Telecom Stream Technologies LPWA networks Sigfox and network partners LoRa networks The Americas Regional market trends United States and Canada Brazil Rest of Latin America Mobile operators AT&T Verizon Sprint T-Mobile USA ii STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

3 THE GLOBAL M2M/IOT COMMUNICATIONS MARKET INDEX Rogers Communications Bell Canada América Móvil Vivo and Telefónica Latin America Other mobile operators in Latin America M2M managed service providers Aeris Communications KORE Telematics Numerex Wyless LPWA networks Satellite networks Orbcomm Iridium Inmarsat Globalstar Asia-Pacific Regional market trends China Japan and South Korea Australia and New Zealand Southeast Asia India and South Asia Mobile operators China Mobile China Unicom China Telecom Softbank NTT Docomo KDDI SK Telecom SingTel STRATEGIC M2M RESEARCH SERIES iii

4 INDEX THE GLOBAL M2M/IOT COMMUNICATIONS MARKET Axiata Telstra Middle East & Africa Regional market trends Middle East Africa Mobile operators Etisalat FastNet Ooredoo MTN Turkcell Vodacom Market forecasts and trends Geographic markets Global market summary Europe North America Latin America Asia-Pacific Middle East & Africa Vertical markets Connected cars is becoming a global phenomenon International consolidation and growth in the fleet management industry Insurance and finance drive demand for consumer aftermarket telematics Nationwide smart metering rollouts behind growth in the utilities sector POS-terminals is a key application category in emerging markets Technology trends LTE set to become the future network platform for cellular M2M Massive interest in emerging LPWA technologies but will NB-IOT kill the market? Industry trends iv STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

5 THE GLOBAL M2M/IOT COMMUNICATIONS MARKET INDEX M2M/IoT finally becomes a substantial business for mobile operators M2M managed service providers continue to grow and consolidate Operators in search for an optimal business model for M2M/IoT Market co-opetition requires carefully balanced strategies International cellular M2M connectivity remains a challenge Glossary STRATEGIC M2M RESEARCH SERIES v

6 INDEX THE GLOBAL M2M/IOT COMMUNICATIONS MARKET Index List of Figures Figure 1.1: Comparison of LTE-family cellular technologies... 5 Figure 1.2: Comparison of LPWA and satellite technologies... 7 Figure 1.3: Cost comparison for IoT technologies (2015)... 9 Figure 1.4: Examples of cellular IoT modules Figure 1.5: Top wireless module vendors, by revenues and shipments (World 2014) Figure 1.6: Comparison of SIM form factors Figure 1.7: Mobile operators supporting GSMA Embedded SIM, by region (Q3-2015) Figure 1.8: IoT connectivity platform selection by mobile operator (Q3-2015) Figure 1.9: Application platform and mobile operator partnerships (Q3-2015) Figure 1.10: Mobile operator M2M alliances (Q3-2015) Figure 2.1: Mobile operators in Western Europe by M2M subscriber base (Q4-2014) Figure 2.2: Europe M2M connectivity market data (Q4-2014) Figure 2.3: France cellular M2M market connectivity data ( ) Figure 2.4: UK cellular M2M market connectivity data ( ) Figure 2.5: Germany cellular M2M market connectivity data ( ) Figure 2.6: Spain & Portugal cellular M2M market connectivity data ( ) Figure 2.7: Benelux cellular M2M market connectivity data ( ) Figure 2.8: Nordics cellular M2M market connectivity data ( ) Figure 2.9: Telefónica M2M subscribers by country ( ) Figure 2.10: Financial data for Telenor Connexion ( ) Figure 2.11: Sigfox network partners in Europe (Q3-2015) Figure 2.12: Planned LoRa network rollouts in Europe (Q3-2015) Figure 3.1: The Americas M2M connectivity market data (Q3-2015) Figure 3.2: US cellular M2M market connectivity data ( ) Figure 3.3: Brazil cellular M2M market connectivity data ( ) Figure 3.4: Estimated number of M2M subscribers in Latin America ex. Brazil (H1-2015) Figure 3.5: Telefónica M2M subscribers in Latin America by country ( ) Figure 3.6: Satellite network operators by M2M subscriber base (Q3-2015) vi STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

7 THE GLOBAL M2M/IOT COMMUNICATIONS MARKET INDEX Figure 4.1: Asia-Pacific M2M connectivity market data (2014/2015) Figure 4.2: Japan cellular M2M market connectivity data ( ) Figure 4.3: M2M subscribers by application category (South Korea, August 2015) Figure 5.1: Turkey cellular M2M market connectivity data ( ) Figure 6.1: Key regional markets for cellular M2M (Q1-2015) Figure 6.2: Cellular M2M subscriber forecast, by region (World ) Figure 6.3: Cellular M2M network revenue forecast, by region (World ) Figure 6.4: Cellular M2M communication market forecast (Europe ) Figure 6.5: Cellular M2M communication market forecast (North America ) Figure 6.6: Cellular M2M communication market forecast (Latin America ) Figure 6.7: Cellular M2M communication market forecast (Asia-Pacific ) Figure 6.8: Cellular M2M communication market forecast (MEA ) Figure 6.9: Cellular M2M communication market forecast, by vertical (World ) Figure 6.10: OEM telematics attach rates in new vehicles, by region (2015/2020) Figure 6.11: Top 25 international providers of fleet management solutions (2015) Figure 6.12: POS-terminal installed base in key emerging markets (World 2014) Figure 6.13: Cellular IoT device shipments, by network technology (World ) Figure 6.14: Top 10 mobile operators by M2M subscriber base (World Q1-2015) Figure 6.15: Quarterly M2M/IoT revenue estimates for major operators (Q3-2015) Figure 6.16: Top 5 M2M managed service providers by subscriber base (Q4-2015) STRATEGIC M2M RESEARCH SERIES vii

8 INDEX THE GLOBAL M2M/IOT COMMUNICATIONS MARKET viii STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

9 WIRELESS IOT CONNECTIVITY TECHNOLOGIES AND MARKETS INDEX Index Table of Contents Table of Contents... i List of Figures... v Executive summary Embedded systems and the Internet of Things Introduction to embedded systems Market figures and key segments Technology trends Business and adoption trends Embedded application environments Embedded hardware and chipsets Embedded software and applications End-to-end application platforms and solutions Embedded connectivity and the Internet of Things Wireless IoT connectivity technologies Wireless technologies and standards International standard organisations Network architectures Unlicensed and licensed frequency bands Cellular technologies G/3G networks G networks LTE-M and NB-IOT LPWA and satellite technologies Proprietary and semi-proprietary LPWA technologies LoRa Sigfox Ingenu Wi-SUN STRATEGIC M2M RESEARCH SERIES i

10 INDEX WIRELESS IOT CONNECTIVITY TECHNOLOGIES AND MARKETS Weightless Satellite technologies WLAN/WPAN technologies Wi-Fi Bluetooth ZigBee WirelessHART Thread Z-Wave ULE DSRC Semiconductor companies and module vendors Semiconductor industry players ARM Holdings Intel Qualcomm Atmel Broadcom Cypress Dialog Semiconductor Marvell Mediatek Microchip NXP Semiconductors Renesas Samsung Electronics STMicroelectronics Texas Instruments Toshiba Semiconductors Altair Semiconductors GreenPeak Technologies Nordic Semiconductor ii STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

11 WIRELESS IOT CONNECTIVITY TECHNOLOGIES AND MARKETS INDEX SemTech Sequans Communications Silicon Labs Cellular M2M/IoT module vendors Sierra Wireless Gemalto M2M Telit u-blox SIMCom Quectel Huawei ZTE WeLink Fibocom Other cellular module vendors WLAN/WPAN M2M/IoT module vendors Adeunis RF Advantech Bluegiga Digi International GainSpan Ingenu Laird Technologies Lantronix Linear Technology Murata NWave Technologies Radiocrafts Sigma Designs Silex Technology Key vertical markets Automotive & Industrial OEM automotive STRATEGIC M2M RESEARCH SERIES iii

12 INDEX WIRELESS IOT CONNECTIVITY TECHNOLOGIES AND MARKETS Aftermarket automotive Industrial automation Infrastructure Smart grids Smart cities Intelligent traffic systems Consumer & Home IoT platforms for the consumer market Smart homes and building automation Consumer electronics, small appliances and toys Market analysis and forecasts IoT market analysis Insights from the US IoT market Market positioning of major network technologies Cellular technologies Cellular IoT device shipments Vertical markets Regional markets Technology standards LPWA technologies WLAN/WPAN technologies Glossary iv STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES

13 WIRELESS IOT CONNECTIVITY TECHNOLOGIES AND MARKETS INDEX Index List of Figures Figure 1.1: Examples of MPU architectures... 7 Figure 1.2: Microcontroller revenues and market share by vendor (World 2013)... 9 Figure 1.3: Examples of embedded operating systems and memory requirements Figure 2.1: Unlicensed and reserved radio frequencies available for wireless IoT Figure 2.2: Comparison of LTE-family cellular technologies Figure 2.3: Comparison of LPWA and satellite technologies Figure 2.4: Major LPWA technology platforms for smart metering (2014) Figure 2.5: Overview of the LoRa wide area network architecture Figure 3.1: Top ten semiconductor vendors by revenue (World 2014) Figure 3.2: Overview of the mbed ecosystem Figure 3.3: Overview of the Intel IoT platform Figure 3.4: Qualcomm IoT/M2M cellular module vendor licensees (June 2015) Figure 3.5: Top wireless module vendors, by M2M sales and shipments (World 2014) Figure 3.6: Sierra Wireless embedded modules and terminals (Q2-2015) Figure 3.7: Gemalto M2M embedded modules and terminals (Q2-2015) Figure 3.8: Telit embedded wireless modules (Q2-2015) Figure 3.9: u-blox embedded wireless modules (Q2-2015) Figure 3.10: SIMCom embedded wireless modules (Q2-2015) Figure 3.11: Quectel embedded wireless modules (Q2-2015) Figure 3.12: Huawei embedded wireless modules (Q2-2015) Figure 4.1: Motor vehicle production, by region and country (World 2014) Figure 4.2: Motor vehicle sales by market (2014) Figure 4.3: Estimated number of vehicles in use (World 2013) Figure 4.4: Smart meter penetration in key markets (2013/2023) Figure 4.5: Installed base of smart electricity meters by technology (EU/US ) Figure 4.6: HVAC market estimates (World 2014) Figure 4.7: Installed base of smart thermostats (Europe/North America ) Figure 4.8: Top providers of monitored security alarms (World 2015) STRATEGIC M2M RESEARCH SERIES v

14 INDEX WIRELESS IOT CONNECTIVITY TECHNOLOGIES AND MARKETS Figure 4.9: Connected wearables shipments by region (World ) Figure 4.10: Global small appliances unit sales (2013) Figure 5.1: Estimated shipments of microprocessor powered products (World 2014) Figure 5.2: Primary market segments for consumer-related IoT (US 2014) Figure 5.3: Cost comparison for IoT technologies (2015) Figure 5.4: Main wireless technologies for major IoT segments Figure 5.5: Cellular IoT device shipment forecast, by region (World ) Figure 5.6: Cellular IoT device revenue forecast, by region (World ) Figure 5.7: Cellular IoT device market forecast, by vertical (World ) Figure 5.8: Cellular IoT device market forecast, by vertical (Europe ) Figure 5.9: Cellular IoT device market forecast, by vertical (North America ) Figure 5.10: Cellular IoT device market forecast, by vertical (Latin America ) Figure 5.11: Cellular IoT device market forecast, by vertical (Asia-Pacific ) Figure 5.12: Cellular IoT device market forecast, by vertical (MEA ) Figure 5.13: Cellular IoT device shipments, by network technology (World ) Figure 5.14: LPWA IoT device shipments (World ) vi STRATEGIC RESEARCH SERIES M2M RESEARCH SERIES