企業物聯網現況（2026）：人工智慧時代的互聯運營

報告概述

本報告全面概​​述了當前企業物聯網市場評估及近期市場趨勢。報告中還包含物聯網分析團隊在2025年第三季和第四季產生的詳細洞察。這些洞察是基於對主要會議、貿易展覽和網路研討會的持續報告。物聯網分析團隊每年進行超過500次個人訪談與討論。本報告也包含從各種報告和模型中得出的個別發現。此外，報告還展示了更新後的企業物聯網市場模型的結果，並重點介紹了其他近期報告的內容。

本報告包​​含：

• 摘要整理：分析師對自主時代的展望以及主要發現的總結。
• 全球宏觀經濟環境：2019-2025 年關鍵指標，六大值得關注的主題，包括關稅和人口趨勢。
• 物聯網整體業務趨勢：深入分析宏觀主題的影響、工業自動化市場前景及挑戰。
• 物聯網市場最新動態：2035 年前物聯網設備連接數預測、按技術、細分市場和地區劃分的企業物聯網支出預測以及廠商市場佔有率。
• 工業物聯網趨勢與發展：生成式人工智慧和基於代理的人工智慧的應用、西門子、微軟和 AWS 等廠商的最新進展以及 Gridware 等新興新創公司的發展動態。
• 物聯網連接趨勢與發展：LTE Cat-1 bis/5G RedCap 的應用、衛星通訊整合、eSIM/iSIM 的成長以及沃達豐、中國行動等廠商的最新動態。
• 物聯網硬體趨勢與發展：MCU中的邊緣人工智慧、美國半導體投資、RISC-V發展勢頭以及高通和英飛凌的廠商動態
• 其他物聯網相關趨勢：永續發展與網路安全法規（CRA、ESPR）對物聯網的影響以及資料中心基礎設施投資分析
• 物聯網人才趨勢：工業物聯網廠商招募趨勢、人工智慧相關職缺成長以及近期技術裁員
• 投資與併購趨勢：全球物聯網融資趨勢、新興工業人工智慧獨角獸企業以及對高通邊緣人工智慧收購案的詳細分析

目錄

第一章：摘要整理

• 分析師觀點：人工智慧時代的企業物聯網
• 摘要整理 (4)部件）
• 註：本報告對企​​業物聯網的定義較為廣泛。
• 主要物聯網分析報告的關鍵發現

第二章：全球宏觀經濟環境

• 宏觀視角：關鍵指標
• 宏觀視角：值得關注的關鍵主題
• 影響工業企業技術市場的宏觀主題
• 儘管財報電話會議中提及物聯網的次數有所減少，但物聯網仍是熱門話題
• 當前企業物聯網市場的關鍵訊號

第三章：物聯網業務整體展望

• 工業自動化市場展望
• 詳細分析：物聯網設備製造商面臨的關鍵挑戰（三部分系列）
• 已連接物聯網設備的數量
• 智慧邊緣AI物聯網設備的數量
• 已連接企業物聯網設備的數量
• 全球企業物聯網市場預測

第四章：物聯網市場趨勢

• 全球物聯網企業市場預測：依技術分類
• 企業物聯網技術堆疊：定義
• 全球物聯網企業市場預測：按細分市場
• 全球物聯網企業市場預測：按地區
• 領先的企業物聯網供應商：市場佔有率
• 近期工業物聯網趨勢與發展
• 工業物聯網趨勢
• 物聯網趨勢
• 物聯網分析 1：過去十年物聯網平台的演進
• 工業物聯網分析 2：最大的工業人工智慧供應商
• 工業物聯網分析 3：基於代理的人工智慧 vs. 人工智慧代理 vs. 代理

第五章：工業物聯網

• 工業物聯網供應商更新：西門子
• 工業物聯網供應商更新：研華
• 工業物聯網供應商更新：ABB
• 工業物聯網供應商更新：橫河電機
• 工業物聯網供應商更新：AWS
• 工業物聯網供應商更新：微軟
• 工業物聯網公司專題 1：Gridware
• 工業物聯網公司專題 2：Helsing
• 工業物聯網公司專題 3：Nanoprecise
• 近期工業物聯網產品發表新聞

第六章：物聯網連線

• 近期物聯網連結趨勢與發展
• 物聯網連線趨勢
• 物聯網連線分析：衛星物聯網與其他物聯網無線技術的比較
• 物聯網連接供應商更新：沃達豐
• 物聯網連接供應商更新：中國移動
• 物聯網連結公司專題：Hubble Network
• 物聯網連接公司專題：Morse Micro
• 物聯網連接公司專題：One Layer
• 近期物聯網連結產品發布新聞

第七章 物聯網硬體

• 近期物聯網硬體趨勢與發展
• 物聯網硬體趨勢
• 物聯網硬體分析：人工智慧的崛起
• 物聯網硬體廠商動態：高通
• 物聯網硬體廠商動態：英飛凌
• 特色物聯網硬體公司：Openlight
• 特色物聯網硬體公司：Axelera AI
• 特約物聯網硬體公司：Ambiq Micro
• 近期物聯網硬體產品發布新聞

第八章：其他物聯網

• 近期物聯網相關趨勢與發展
• 其他物聯網相關趨勢
• 分析1：影響企業的法規
• 分析2：資料中心基礎設施支出分佈
• 其他廠商動態： Palantir

第九章：物聯網人才團隊建設

• 主要工業物聯網供應商的職缺
• 按主要類別劃分的職位索引（僅限美國）
• 人工智慧相關職位佔總職位的百分比（僅限美國）
• 科技就業市場：近期裁員狀況

第十章：投資與併購活動

• 全球物聯網公司融資狀況
• 2025 年工業物聯網/人工智慧獨角獸企業預測
• 近期物聯網收購案
• 詳細分析：高通近期收購建構邊緣人工智慧開發平台

第十一章：物聯網分析概論

A comprehensive 124-page report on the current state of enterprise Internet of Things with a focus on edge and industrial AI, including market update, forecasts, latest trends, and more.

Overview of the State of Enterprise IoT 2026 report

The State of Enterprise IoT 2026: Connected operations in the AI era report is a current enterprise IoT market assessment and comprehensive summary of recent market actions, including a number of detailed insights generated by the IoT Analytics team in Q3 and Q4 2025. These insights are based on our continued coverage of leading conferences, fairs and exhibits as well as webinars. IoT Analytics conducts more than 500 individual interviews and discussions per year. This report also includes individual research results derived from different reports and models. The report shows the results of our updated enterprise IoT market model and highlights from other recent reports.

The main purpose of this document is to broaden our readers' knowledge of enterprise IoT and inform them about current trends shaping the market and short- and medium-term developments. All the discussed insights center around IoT-related topics but, in many instances, expand beyond IoT. The report presents a discussion of many current market developments, including the latest market environment and forecasts, regional and vertical focus areas, technology stack (cybersecurity, analytics/AI, platform/cloud, general software, connectivity, and hardware), and a discussion of investment and merger and acquisition (M&A) activities. Insights are substantiated with relevant examples and evidence.

The report includes

• Executive summary (Analyst opinion on the autonomous operations era, summary of key findings)
• Global macroeconomic environment (Key indicators 2019-2025, 6 key themes to watch including tariffs and demographics)
• General IoT business sentiment (Impact of macro themes, industrial automation market view, and deep dive on challenges)
• Updated IoT market (IoT device connections forecast to 2035, enterprise IoT spending forecast by technology/segment/region, and vendor market shares)
• Industrial IoT trends & developments (GenAI and agentic AI adoption, vendor updates from Siemens/Microsoft/AWS, and upcoming startups like Gridware)
• IoT connectivity trends & developments (Adoption of LTE Cat-1 bis/5G RedCap, satellite integration, eSIM/iSIM growth, and vendor updates from Vodafone/China Mobile)
• IoT hardware trends & developments (Edge AI in MCUs, US semiconductor investment, RISC-V momentum, and vendor updates from Qualcomm/Infineon)
• Other IoT-related trends (Impact of sustainability and cybersecurity regulations (CRA, ESPR) on IoT, and analysis of data center infrastructure spending)
• IoT workforce developments (Job opening trends for industrial IoT vendors, rise in AI roles, and recent tech layoffs)
• Investments and M&A activity (Global IoT funding trends, new industrial AI unicorns, and deep dive on Qualcomm's edge AI acquisitions)

Table of Contents

1. Executive summary

• Analyst opinion: Enterprise IoT in the era of AI
• Executive summary (4 parts)
• Reminder: This report takes a broad definition of enterprise IoT
• Key findings from selected IoT Analytics reports

2. Global macroeconomic environment

• The macro view: Key indicators
• The macro view: Key themes to watch
• How macro themes affect industrial enterprise technology markets
• IoT sentiment remains elevated, despite fewer mentions in corporate earnings calls
• Key signals in the enterprise IoT market right now

3. General IoT business sentiment

• Industrial automation market view
• Deep dive: Key challenges for IoT device makers (3 parts)
• Number of connected IoT devices
• Number of intelligent edge AI IoT devices
• Number of connected enterprise IoT devices
• Global IoT enterprise market forecast

4. Updated IoT market

• Global IoT enterprise market forecast by technology
• Enterprise IoT tech stack: Definitions
• Global IoT enterprise market forecast by segment
• Global IoT enterprise market forecast by region
• Leading enterprise IoT vendors: Market share 2024
• Recent IIoT trends & developments
• IIoT Trend 1
• IoT Trend 2
• IIoT Trend 3 (2 parts)
• IIoT Trend 4
• IoT analysis 1: IoT platforms evolution in past 10 years (2 parts)
• IIoT analysis 2: The largest industrial AI vendors
• IIoT analysis 3: Agentic AI vs. AI agents vs. agents

5. Industrial IoT

• IIoT vendor update 1: Siemens (3 parts)
• IIoT vendor update 2: Advantech (2 parts)
• IIoT vendor update 3: ABB
• IIoT vendor update 4: Yokogawa (2 parts)
• IIoT vendor update 4: AWS (2 parts)
• IIoT vendor update 5: Microsoft (2 parts)
• Upcoming IIoT company 1: Gridware
• Upcoming IIoT company 2: Helsing
• Upcoming IIoT company 3: Nanoprecise
• Recent IIoT product launch news (4 parts)

6. IoT connectivity

• Recent IoT connectivity trends & developments
• IoT connectivity trend 1
• IoT connectivity trend 2
• IoT connectivity trend 3
• IoT connectivity trend 4
• IoT connectivity analysis 1: Comparing satellite IoT vs other IoT wireless technologies
• IoT connectivity vendor update 1: Vodafone
• IoT connectivity vendor update 2: China Mobile (2 parts)
• Upcoming IoT connectivity company 1: Hubble Network
• Upcoming IoT connectivity company 2: Morse Micro
• Upcoming IoT connectivity company 3: One Layer
• Recent IoT connectivity product launch news

7. IoT hardware

• Recent IoT hardware trends & developments
• IoT hardware trend 1
• IoT hardware trend 2
• IoT hardware trend 3
• IoT hardware analysis 1: The rise of artificial intelligence (3 parts)
• IoT hardware vendor update 1: Qualcomm
• IoT hardware vendor update 2: Infineon
• Upcoming IoT hardware company 1: Openlight
• Upcoming IoT hardware company 2: Axelera AI
• Upcoming IoT hardware company 3: Ambiq Micro
• Recent IoT hardware product launch news

8. Other IoT

• Recent other IoT-related trends & developments
• Other IoT-related trend 1
• Other IoT-related trend 2
• Analysis 1: Regulations that will impact enterprises
• Analysis 2: Data center spending distribution across infrastructure
• Other vendor update: Palantir

9. IoT workforce developments

• Job openings by selected leading industrial IoT vendors
• Job opening index in selected categories (US only)
• AI job openings as share of all job openings (US only)
• The tech job market: Selected recent layoffs

10. Investments and M&A activity

• Global funding of IoT companies
• Industrial IoT/AI unicorns produced in 2025
• Recent IoT-related acquisitions
• Deep dive: Qualcomm's recent acquisitions are building an edge AI development platform

11. About IoT Analytics