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IoT 蜂窩物聯網

市場調查報告書

商品編碼

1876844

拉丁美洲蜂巢式物聯網市場（2022-2030 年）

LATAM Cellular IoT Market, 2022-2030

出版日期: 2025年09月22日 | 出版商:

Frost & Sullivan | 英文 78 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

5G 和 LPWAN 連接技術的進步推動動物聯網連接的變革性成長

本研究分析了拉丁美洲（LATAM）的蜂巢式物聯網連接市場。研究重點在於連接基地台和物聯網設備的蜂窩連接，並檢驗了5G、4G、3G、2G、NB-IoT和LTE-M等授權接入連接通訊協定。蜂巢式物聯網市場推動各個細分領域（包括消費者和企業應用）的顯著成長。它支援廣泛的應用場景，從資料傳輸量極小的低複雜度部署到高吞吐量、低延遲的設備以及邊緣運算等對延遲敏感的應用。巴西在拉丁美洲的物聯網技術發展中處於領先地位，但其他國家在這個充滿活力的市場中如何定位自己？本研究主要從區域觀點出發，同時也關注阿根廷、巴西、智利、哥倫比亞和墨西哥等主要國內市場的現況。本研究全面概述了拉丁美洲的蜂巢式物聯網產業，包括關鍵促進因素和限制因素、重要的市場趨勢和促進因素、成長機會以及其他重要見解。

分析範圍

本研究介紹了拉丁美洲（LATAM）的蜂巢式物聯網連接市場，確定了其主要促進因素和限制因素、最重要的市場趨勢和成長機會。
就本次分析而言，蜂巢式物聯網連線是指專用的SIM 卡在物聯網設備和蜂巢式網路之間傳輸資料。
物聯網產業由四大領域構成：硬體、網路連結、應用和平台。本研究的重點是網路連接，特別是蜂巢式網路連接，它透過授權接入連接通訊協定（例如 5G、4G、3G、2G、4G LPWAN（包括 NB-IoT 和 LTE-M）以及 5G RedCap）將基地台連接到物聯網設備。
目標區域為拉丁美洲（LATAM），特別致力於阿根廷、巴西、智利、哥倫比亞和墨西哥。
本研究的定量目標是計算2024年依國家、連接通訊協定、客戶端類型和網路類型分類的確切市場規模，並預測上述群體在未來六年內的市場成長。
2024年的產業規模測量和未來六年的預測均以企業物聯網訂閱量和收入（以美元（$）計）為基礎。
連接通訊協定的成長要素分析不包括依地區分類。

三大戰略挑戰對蜂巢式物聯網產業的影響

創新經營模式

原因：拉丁美洲的企業物聯網應用正擺脫起步階段。這種成長使得Start-Ups和中小企業更容易獲得物聯網技術。因此，越來越多的產業採用物聯網解決方案，產生了多樣化且獨特的物聯網需求。對於通訊業者（CSP）而言，這代表著圍繞醫療保健、製造業和物流等行業的新服務來建立新的收入模式的機會。
Frost的觀點：「鑑於互聯設備的激增將推動資料量的成長，這些新模式必須根據客戶的連接需求量身定做，以更高的效率、安全性和可靠性滿足各行業的需求。這項轉型需要先進的分析技術和技術創新。未來五到十年，拉丁美洲將出現一種融合的經營模式，涵蓋生成式人工智慧即服務（GaaS）、資料收益化、即資料服務（DaaS）、個人化物聯網平台、由生成式人工智慧驅動的物聯網通訊協定以及生成式人工智慧增強的分析。

變革性大趨勢

背景：在競爭激烈且監管嚴格的環境下，通訊服務供應商（CSP）必須緊跟市場趨勢，才能在 5G競標和部署延遲的情況下提供高品質的服務。企業領域面臨的主要挑戰包括永續性、網路安全和人工智慧（AI）的應用。然而，拉丁美洲的物聯網（IoT）產品發展落後。許多物聯網計劃未能充分利用人工智慧或資料管理能力，錯失了人工智慧帶來的潛在投資回報率（ROI）。
Frost的觀點：在世界其他地區，人工智慧驅動的物聯網系統為資料驅動的成果和自動化鋪平道路。拉丁美洲的物聯網供應商應開始將人工智慧軟體融入其服務、產品和解決方案中，以滿足未來的需求。隨著物聯網和人工智慧演算法的不斷發展，電信、雲端和基礎設施供應商應利用這項創新，提供能夠適應用戶需求和客戶不斷變化的客製化服務。

顛覆性技術

原因：除了提供具有競爭力的行動資料方案並滿足最新的用戶需求和關注點外，供應商還應致力於能夠提升產品品質和終端用戶體驗的技術進步。以軟體為基礎的SIM卡，例如整合SIM卡（iSIM）和嵌入式SIM卡（eSIM），可以更輕鬆地啟動和管理物聯網連線。低功耗廣域網路（LPWAN）技術，例如LTE-M、NB-IoT和5G RedCap，也開闢新的應用場景。
Frost的觀點：在拉丁美洲，2G 和 3G 網路逐步淘汰，大多數物聯網設備將透過 4G 和 LPWAN 網路連接。這些技術有望推動蜂巢式物聯網連接的成長。然而，對於關鍵任務型應用，物聯網設備將使用 5G 網路連線。營運商需要做好準備，將 eSIM 和 iSIM 以及 5RedCap 等 LPWAN 技術商業化，以確保基於靈活性、低成本、互通性和擴充性的服務交付。

主要競爭對手

阿根廷
- Claro Argentina
- Movistar Argentina
- Personal Argentina
巴西
- Claro Brasil
- Vivo
- TIM Brazil
- Oi
智利
- Entel Chile
- Movistar Chile
- Entel Chile
- WOM Chile
哥倫比亞
- Claro Colombia
- Telefonica Colombia
- Tigo Colombia
- WOM Colombia
墨西哥
- Telcel Mexico
- Movistar Mexico
- AT&T Mexico
其他拉丁美洲國家
- Movistar Peru
- Claro Peru
- Bitel
- Conecel SA
- Otecel
- Altice Dominicana
- 其他

競爭環境

競爭對手數量
- 預計到2024年，超過20家公司將創造超過8.1221億美元的收入。
競爭因素
- 在成本、效能、可靠性、靈活性、生態系統關係、創新經營模式和新型物聯網連接解決方案方面進行產品創新
主要終端用戶產業
- 農業、物流、製造業、安防、智慧城市、醫療保健、石油天然氣、零售業
主要競爭對手
- Claro Argentina、Claro Brasil、Claro VTR、Claro Colombia、Telcel、Movistar Argentina、VIVO、Movistar Chile、Movistar Colombia、Movistar Mexico、Personal Argentina、TIM Brasil、Oi、Tigo Colombia、WOM
前四大連結通訊協定收入佔有率（2024年）
- 95.6%（NB-IoT、4G LTE、2G、3G總合）
其他值得關注的競爭對手
- Tigo、Oi、AT&T、American Tower do Brasil、Embratel、WOM
流通結構
- 物聯網硬體供應商、監管機構、通訊業者（CSP）、物聯網應用供應商、系統整合商

成長要素

推動物聯網發展的技術突破：LPWAN、eSIM、人工智慧和邊緣運算的持續部署，為大規模物聯網部署提供更廣泛的連接，降低物聯網部署的成本和複雜性。
物聯網設備的普及：在企業領域，對用於追蹤、自動化和物流的物聯網設備的需求日益成長。在消費領域，智慧家庭和穿戴式裝置等物聯網應用在不同國家的發展階段各不相同。互聯設備滿足的多樣化需求凸顯了過去十年物聯網技術的創新，而拉丁美洲市場目前正從中受益。
資料驅動的洞見：物聯網設備在使用過程中會產生資料，企業開始意識到這些資料在預測性維護、客製化客戶體驗和營運最佳化方面的價值，推動了對更強大的物聯網連接服務的需求。
管理方案：3GPP等監管機構和各國政府正積極承擔責任，並透過發布監管性數位化舉措來推動物聯網的普及應用。過去兩年，多個拉丁美洲國家政府宣布了國家數位化議程，目的是加速5G、LPWAN和NTN等技術在物聯網應用中的普及。

成長限制因素

連接基礎設施可用性：由於基礎設施有限，以及中小企業（SME）面臨挑戰，5G 在物聯網領域的推廣在全部區域仍然緩慢，部分原因是經濟不確定性和對 5G 和物聯網基礎設施的投資緩慢，尤其是在阿根廷、哥倫比亞和委內瑞拉。
供應商複雜性：整合物聯網解決方案（例如企業連接和網路安全）需要來自不同供應商的服務。缺乏標準化通訊協定會使整合過程複雜化，並抑制市場需求。
用戶平均收入下降：蜂巢式物聯網連接服務日益商品化，導致用戶平均收入（ARPU）降低。每個國家平均有三家主要營運商，它們提供的服務和資料費率都大同小異。
永久漫遊限制：這些限制給在該地區部署物聯網解決方案的供應商帶來了營運負擔。 eSIM 和多 IMSI SIM 等技術雖然提供了解決方案，但也增加了設備管理的複雜性，而且該地區監管環境的多樣性仍然是一項重大挑戰。

分析範圍
國家細分
依網路類型細分
依客戶類型細分
消費者區隔
依行業分類的公司區隔
公司區隔：農業
公司區隔：供應鏈與物流
公司區隔：製造業
公司區隔：能源
公司區隔：安全
公司區隔：零售和POS
公司區隔：智慧城市
公司區隔：醫療保健
公司區隔：其他

成長環境：拉丁美洲蜂巢式物聯網市場的轉型

為什麼成長變得越來越困難
策略要務
三大策略要務對蜂巢式物聯網產業的影響

蜂巢式物聯網市場概覽

關鍵定義
物聯網的演進
蜂巢式物聯網：連接通訊協定
接取技術
連線通訊協定比較
其他物聯網連接方案

拉丁美洲蜂巢式物聯網市場生態系統

監管狀態
競爭環境
主要競爭對手
夥伴關係、併購
市場創新

拉丁美洲蜂巢式物聯網市場的成長促進因素

成長指標
成長促進因素
促進因素分析
成長限制因素
生長抑制分析
生命週期分析
拉丁美洲發生什麼
經營模式
物聯網連接的定價模式
依連線通訊協定定價模式
預測考量

收入和物聯網連接預測

依網路類型分類的蜂巢式物聯網連接預測
依網路類型分類的蜂巢式物聯網收入預測
依網路類型分類的連線數和收入預測分析
依客戶類型分類的收入和物聯網連接預測
依客戶類型分類的物聯網蜂窩連接和收入預測分析
產業蜂巢式物聯網連接預測
依行業分類的蜂巢式物聯網收入預測
產業關聯及收入預測分析
各國行動電話連線預測
依國家分類的蜂巢式物聯網收入預測
依國家分類的連線數和收入預測分析
依連接通訊協定預測蜂巢式物聯網連接
依連接通訊協定分類的蜂巢式物聯網收入預測
依連接通訊協定進行連接和收入預測分析
依連接通訊協定共用
依連接通訊協定進行收益分成
依連接通訊協定進行連接和收入分成分析

價格趨勢

依連接通訊協定的成長促進因素：5G

成長指標
依連接通訊協定蜂巢式物聯網連接預測：5G
預測分析：5G網路

依連線通訊協定的成長促進因素：4G

成長指標
依連接通訊協定蜂巢式物聯網連接預測：4G
預測分析：4G

依連線通訊協定的成長促進因素：3G

成長指標
依連接通訊協定蜂巢式物聯網連接預測：3G
預測分析：3G

依連接通訊協定的成長促進因素：2G、拉丁美洲

成長指標
依連接通訊協定蜂巢式物聯網連接預測：2G
預測分析：2G

依連接通訊協定的成長要素：4G LPWAN、拉丁美洲

成長指標
依連線通訊協定蜂巢式物聯網連線預測：4G LPWAN
預測分析：4G LPWAN

依連接通訊協定的成長促進因素：5G RedCap，拉丁美洲

成長指標
依連接通訊協定蜂巢式物聯網連接預測：5G RedCap
預測分析：5G RedCap

拉丁美洲蜂巢式物聯網市場的成長機會

成長機會1：LPWAN基礎設施聯盟帶來的成本降低
成長機會2：通訊業者在拉丁美洲自動駕駛汽車市場的作用
成長機會3：託管式物聯網保全服務

附錄與後續步驟

簡介目錄

Product Code: KB72-65

IoT Connectivity Is Experiencing Transformational Growth Due to Technological Advances in 5G and LPWAN Connectivity

This study explores the cellular IoT connectivity market in Latin America (LATAM). It focuses on cellular connections, which link cell towers to IoT devices, and examines licensed access connectivity protocols, including 5G, 4G, 3G, 2G, NB-IoT, and LTE-M. The cellular IoT market drives significant growth opportunities across various sectors for both consumer and enterprise applications. It supports a wide range of use cases, from low-complexity deployments with minimal data transmission to high-throughput, low-latency devices, as well as latency-sensitive applications such as edge computing. In LATAM, Brazil leads in IoT technological advancements, but how do other countries precisely fit into this dynamic landscape? While this study primarily takes a regional perspective, it also highlights the current status of key national markets: Argentina, Brazil, Chile, Colombia, and Mexico. This study provides a comprehensive overview of the LATAM cellular IoT industry, including key drivers and restraints, significant market trends, growth opportunities, and other essential insights.

Scope of Analysis

This study presents the cellular IoT connectivity market in Latin America (LATAM), showcasing its key drivers and restraints, the most significant market trends, and growth opportunities.
For this analysis, a cellular IoT connection is defined as a unique SIM card that transmits data over the cellular network from and to an IoT device.
The IoT industry encompasses 4 major divisions: hardware, network connectivity, applications, and platforms. The focus of this study is network connectivity, specifically in cellular connections, which are those that connect a cell tower to an IoT device through licensed access connectivity protocols: 5G, 4G, 3G, 2G, 4G LPWAN (comprehending NB-IoT, and LTE-M), and 5G RedCap.
The geographic region covered is LATAM, with a focus on Argentina, Brazil, Chile, Colombia, and Mexico.
The quantitative objectives of this study are to determine an accurate market size for 2024, segmented by country, connectivity protocol, client type, and network type, and to forecast the market's growth for the next 6 years, segmented by the groups already mentioned.
To measure the 2024 industry size and forecast for the next 6 years, the study is based on the number of enterprise IoT subscriptions and revenue, which was calculated in US dollars ($).
Growth Generator Analysis of Connectivity Protocols does not include segmentation by region.

The Impact of the Top 3 Strategic Imperatives on the Cellular IoT Industry

Innovative Business Models

Why: In LATAM, IoT implementations for the corporate segment is moving beyond the nascent stage. This growth has boosted the accessibility of IoT technologies for start-ups and SMEs. As a result, the number of industry verticals adopting IoT solutions multiplied, creating different and unique IoT demands. For CSPs, this is an opportunity to create new revenue models around new services in industry sectors such as healthcare, manufacturing, and logistics.
Frost Perspective: To adjust to each vertical need with greater efficiency, security, and reliability, these new models must tailor to client connectivity needs, considering that the increase of connected devices drives growth in data volume. This shift requires sophisticated analysis means and technological innovations. In the next 5 to 10 years, LATAM is expected to see merging business models that include GenAI as a service (GaaS), data monetization, Data as a service (DaaS), personalized IoT platforms, GenAI-powered IoT protocols, and GenAI-enhanced analytics.

Transformative Megatrends

Why: In a highly competitive and regulated environment, CSPs must stay current with market trends to deliver high-quality services despite delays in 5G auctions and deployments. Key topics in the corporate sector include sustainability, cybersecurity, and AI adoption. However, LATAM's IoT offerings lag. Many IoT projects are not yet utilizing AI and data management capabilities, missing out on the potential ROI that AI could deliver.
Frost Perspective: In the rest of the world, AI-powered IoT systems are paving the way for data-driven outcomes and automation. Iot LATAM providers should begin incorporating AI software in services, products, and solutions to address future demand. As IoT and AI algorithms keep evolving, CSP, cloud, and infrastructure vendors should leverage this innovation to provide customized services that can adapt to the needs of users and customer continuous evolution over time.

Disruptive Technologies

Why: Beyond offering competitively priced mobile data plans and covering the latest concerns and demands, vendors should be aware of technological advances that can change product quality and end-user experience. Software-based SIMs, such as integrated SIM (iSIM) and embedded SIM (eSIM), make it easier to activate and manage IoT connections. LPWAN technologies, such as LTE-M, NB-IoT, and 5G RedCap, are also unlocking new use cases.
Frost Perspective: LATAM is expected to see a progressive shutdown of 2G and 3G networks, leaving most IoT devices connected through 4G and LPWAN networks. These are the technologies expected to increase the volume of cellular IoT connections. However, for mission-critical applications, IoT devices will connect using 5G. Providers should be prepared to commercially launch eSIM and iSIM and LPWAN technologies such as 5RedCap, along with 5G connectivity, to ensure an offering based on flexibility, lower costs, interoperability, and scalability.

Key Competitors

Argentina
- Claro Argentina
- Movistar Argentina
- Personal Argentina
Brazil
- Claro Brasil
- Vivo
- TIM Brazil
- Oi
Chile
- Entel Chile
- Movistar Chile
- Entel Chile
- WOM Chile
Colombia
- Claro Colombia
- Telefonica Colombia
- Tigo Colombia
- WOM Colombia
Mexico
- Telcel Mexico
- Movistar Mexico
- AT&T Mexico
Rest of LATAM
- Movistar Peru
- Claro Peru
- Bitel
- Conecel S.A.
- Otecel
- Altice Dominicana
- Others

Competitive Environment

Number of Competitors
- 20+ with revenue greater than $812.21 million in 2024
Competitive Factors
- Cost, performance, reliability, flexibility, ecosystem relationships, innovative business models, product innovation in new IoT connectivity solutions
Key End-User Industry Verticals
- Agriculture, logistics, manufacturing, security, smart cities, healthcare, oil and gas, retail
Leading Competitors
- Claro Argentina, Claro Brasil, Claro VTR, Claro Colombia, Telcel, Movistar Argentina, VIVO, Movistar Chile, Movistar Colombia, Movistar Mexico, Personal Argentina, TIM Brasil, Oi, Tigo Colombia, WOM
Revenue Share of Top 4 Connectivity Protocols (2024)
- 95.6% (between NB-IoT, 4G LTE, 2G, and 3G)
Other Notable Competitors
- Tigo, Oi, AT&T, American Tower do Brasil, Embratel, WOM
Distribution Structure
- IoT hardware vendors, regulation organizations, CSPs, IoT app providers, system integrators

Growth Drivers

Technological breakthroughs enabling IoT: The continuous rollouts of LPWAN, eSim, AI, and edge computing are paving the way to connectivity expansion for large-scale IoT deployments, reducing IoT implementation costs and complexity.
Spread of IoT devices: The demand for IoT devices in tracking, automation, and logistics is growing in the corporate sector. IoT applications, such as smart homes and wearables in the consumer sector, are at different growth stages, depending on the country. The variety of needs addressed by connected devices highlights the innovation in IoT technology during the last decade, and the LATAM market is now benefitting.
Data-driven insights: IoT devices emit data because of their usage. Companies are starting to acknowledge the value of the information emitted for predictive maintenance, customized customer experience, and operational optimizations. This is boosting demand for stronger IoT connectivity services.
Regulatory initiatives: Regulatory entities such as 3GPP and national governments are taking responsibility and promoting IoT use through the emission of regulatory digital initiatives. During the last two years, several national LATAM governments launched national digital agendas to promote the adoption of 5G, LPWAN, and NTN technologies for IoT applications.

Growth Restraints

Developing connectivity infrastructure: The development of 5G for IoT is still slow across LATAM. Issues include infrastructure buildout and smaller business sizes, partly caused by economic instability and slow investments in 5G and IoT infrastructure, especially in Argentina, Colombia, and Venezuela.
Vendor complexity: Integrating IoT solutions such as connectivity and cybersecurity for businesses requires service from separate vendors. The lack of standardized protocols leads to complex integration processes that act as restraints from the demand side.
Decreasing ARPU: The commoditization of cellular IoT connectivity services pricing is eroding ARPU. Countries have 3 major operators, on average, that have similar offerings and data prices.
Permanent roaming restrictions: These restrictive regulations are an operational burden for vendors deploying IoT solutions in LATAM. While technologies such as eSIMs and multi-IMSI SIMs offer solutions, they add complexity to device management, and the diverse regulatory landscape of the region remains a significant challenge.