全球蜂巢式物聯網聯網連接成長機會

5G 和 LPWAN 為新應用程式和用例提供跨產業成功的機會

全球蜂巢式物聯網市場正處於成長階段，通訊業者的連線數和收益淨增量不斷增加。儘管生態舉措加速關閉 2G 和 3G 網路，但蜂巢式物聯網市場仍在快速發展。許多發展中經濟體繼續使用 2G 和 3G 以確保低成本連接。然而，在全球範圍內，4G 的採用率超過了其他無線技術，而在中國，NB-IoT 成為 2022 年成長最快的技術，影響了整體市場的成長。

LTE-M在美國市場正在迅速擴張。 2023年，5G在亞太、北美、歐洲、拉丁美洲、歐洲、中東和非洲等已開發經濟體實現商用，新興經濟體網路部署持續擴大。蜂巢式物聯網市場整體收益預計將從 2022 年的 83 億美元成長到 2028 年的 156 億美元，2022 年至 2028 年年複合成長率為 10.9%。提供蜂巢式物聯網資料服務的主要通訊業者包括中國移動、中國電信、中國聯通、AT&T、Verizon、沃達豐、德國電信和西班牙電信。除了提供靈活的資料計劃、易於部署和高品質的連接服務外，參與企業還與雲端供應商、系統整合商和硬體製造商建立一個生態系統，以支援5G RedCap 以及地面和非地面網路（我們正在測試一種創新的NTN 解決方案）解決方案。該市場影響消費者和企業用例各個領域的成長機會。蜂巢式物聯網支援廣泛的用例，包括需要低資料傳輸的低複雜性部署、高吞吐量和低延遲設備、延遲敏感應用程式和邊緣運算。本研究提供了 2022 年至 2028 年收益和累積物聯網連接數的預測分析、按細分市場（協議、行業、地區）的收益預測、按累積市場（協議、行業、地區）的累計物聯網連接數。

目錄

戰略衝動

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 關鍵策略要務對蜂巢式物聯網聯網連接產業的影響
• 成長機會推動Growth Pipeline Engine（TM）

成長機會分析

• 分析範圍
• 市場定義
• 按連接協定分段
• 主要競爭
• 主要問題
• 成長環境
• 生長促進因子
• 成長抑制因素
• 預測假設
• 成長指標
• 預測收益和累積物聯網連接
• 按連接協議分類的收益預測
• 按地區分類的收益預測
• 按行業分類的收益預測
• 按連線協定分類的累積IoT 連線數
• 按地區分類的累積物聯網連線數
• 按行業分類的累積物聯網連線數
• 收益和累積物聯網連接數的預測分析
• 按連接協議分類的收益預測分析
• 按地區分類的收益預測分析
• 按行業分類的收益預測分析
• 價格趨勢和預測分析
• 競爭環境
• 收益佔有率
• 收益佔有率分析
• 累積物聯網連線數佔有率
• 累積物聯網連接佔有率分析

通訊業者：公司簡介

• AT&T
• China Mobile
• China Telecom
• China Unicom
• Deutsche Telekom
• Telefonica
• Verizon
• Vodafone

成長機會宇宙

• 成長機會 1：連網/自動駕駛汽車實現高效率、無事故的交通
• 成長機會 2：電腦視覺和其他分析即服務 (AaaS) 解決方案的 IoT/AI/ML 推理
• 成長機會3：提高生產力和零事故的工業4.0解決方案
• 成長機會 4：智慧城市應用改善公民服務、降低成本和碳排放

下一步

5G and LPWAN Bring Opportunities for New Applications and Use Cases to Flourish in Different Verticals

The global cellular IoT market is in the growth stage, with telecom operators expanding in terms of net add connections and revenue. Despite the acceleration initiative by the ecosystem to shut down their 2G and 3G networks, the cellular IoT market is evolving fast. A large number of developing economies continue to use 2G and 3G to ensure connectivity at a low cost. However, global 4G adoption surpassed other wireless technologies, and NB-IoT became the fastest-growing technology in China in 2022, which impacted overall market growth.

LTE-M is expanding rapidly in the US market. In 2023, 5G was commercially available in the most advanced economies in APAC, North America, Europe, LATAM, and EMEA, and network rollouts continued growing in emerging economies. Total cellular IoT market revenue is estimated to grow from $8.3 billion in 2022 to $15.6 billion in 2028, expanding at a CAGR of 10.9% from 2022 to 2028. The major telecom operators delivering cellular IoT data services include China Mobile, China Telecom, China Unicom, AT&T, Verizon, Vodafone, Deutsche Telekom, and Telefonica. Besides delivering connectivity services with flexible data plans, easy deployment, and high quality, participants are developing ecosystems with cloud providers, system integrators, and hardware manufacturers to test innovative solutions with 5G RedCap as well as terrestrial and non-terrestrial network (NTNs) solutions. This market influences growth opportunities in different areas for both consumer and enterprise use cases. Cellular IoT supports a wide range of use cases, including low-complexity deployments that require low data transmission; devices with higher throughput and low latency; as well as latency-sensitive applications and edge computing. This study provides a forecast analysis of revenue and cumulative IoT connections from 2022 until 2028; revenue forecast by segments (protocol, vertical, and region); and cumulative IoT connections by segments (protocol, vertical, and region).

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Cellular Internet of Things (IoT) Connectivity Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Market Definitions
• Segmentation by Connectivity Protocol
• Key Competitors
• Key Questions Addressed
• Growth Environment
• Growth Drivers
• Growth Restraints
• Forecast Assumptions
• Growth Metrics
• Revenue and Cumulative IoT Connections Forecast
• Revenue Forecast by Connectivity Protocol
• Revenue Forecast by Region
• Revenue Forecast by Vertical
• Cumulative IoT Connections by Connectivity Protocol
• Cumulative IoT Connections by Region
• Cumulative IoT Connections by Vertical
• Revenue and Cumulative IoT Connections Forecast Analysis
• Revenue Forecast Analysis by Connectivity Protocol
• Revenue Forecast Analysis by Region
• Revenue Forecast Analysis by Vertical
• Pricing Trends and Forecast Analysis
• Competitive Environment
• Revenue Share
• Revenue Share Analysis
• Cumulative IoT Connections Share
• Cumulative IoT Connections Share Analysis

Telecom Operators-Company Profiles

• AT&T
• China Mobile
• China Telecom
• China Unicom
• Deutsche Telekom
• Telefonica
• Verizon
• Vodafone

Growth Opportunity Universe

• Growth Opportunity 1-Connected/Autonomous Vehicles for Efficient and Accident-Free Transportation
• Growth Opportunity 2-IoT/AI/ML Inferencing for Computer Vision and Other Analytics-as-a-Service Solutions
• Growth Opportunity 3-Industry 4.0 Solutions for Enhanced Productivity and Zero Accidents
• Growth Opportunity 4-Smart City Applications to Serve Citizens Better and Reduce Costs and Carbon Dioxide Emissions

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