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市場調查報告書
商品編碼
2035387
物聯網連接市場預測至2034年:按技術、網路類型、組件、部署模式、應用、最終用戶和地區分類的全球分析IoT Connectivity in Telecom Market Forecasts to 2034 - Global Analysis By Technology (Cellular Connectivity, LPWAN, Satellite Connectivity, and Short-Range Connectivity), Network Type Component, Deployment Model, Application, End User and By Geography |
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根據 Stratistics MRC 的數據,到 2026 年,全球物聯網通訊連接市場規模將達到 184 億美元,預計在預測期內將以 19.8% 的複合年成長率成長,到 2034 年將達到 786 億美元。
通訊領域的物聯網連接是指利用蜂窩網路、低功耗廣域網路 (LPWAN)、衛星網路和短距離無線技術實現的連接解決方案。通訊業者連接技術包括 NB-IoT、LTE-M、LoRaWAN、Sigfox、衛星物聯網、藍牙、Zigbee 和 Wi-Fi HaLow 等,它們通訊業者聯網平台和連接管理基礎設施進行管理。
工業IoT企業市場的擴張
在製造業、物流業、能源業和農業等各個領域,企業正迅速採用工業IoT解決方案,以實現預測性維護、資產追蹤、智慧製造和供應鏈視覺化。這導致數十億台連網設備的部署,需要可擴展的、通訊業者管理的物聯網連接。對於建立高品質物聯網連接服務組合的通訊業者,這帶來了巨大的商機。面向企業物聯網的專用5G網路部署正逐漸成為高利潤的連接服務產品,使通訊業者能夠直接從工業客戶那裡獲取企業物聯網市場的價值。
物聯網設備管理的碎片化和複雜性
物聯網連接生態系統的碎片化,涵蓋多種相互競爭的標準、頻段、協議差異以及區域監管差異,為物聯網應用開發和通訊業者帶來了設備管理的複雜性,他們需要管理跨越異構連接技術的多樣化物聯網設備組合。這導致互通性挑戰和平台複雜性,阻礙了物聯網服務交付的簡化,並增加了通訊業者在開發物聯網平台方面的投資需求。
私人 5G 企業物聯網市場
為專用工業IoT和自動化連接部署企業級私有5G網路,代表高階通訊領域一個快速成長的物聯網連接市場區隔領域。與公共網路共用連接費用相比,提供承包私有網路部署、管理和物聯網連接服務的通訊業者顯著提高了每次連接的收入。製造業、礦業、港口和機場的私有網路專案為擁有私有網路服務能力和企業解決方案專業知識的通訊業者創造了獲取大型企業客戶的巨大機會。
與通訊業者。
來自亞馬遜AWS IoT、微軟Azure IoT Hub和谷歌雲IoT等科技公司的物聯網平台和連接管理解決方案供應商,正在建立直接的企業物聯網解決方案關係,繞過通訊業者的物聯網服務組合,透過蜂窩SIM卡管理API來管理物聯網設備的連接。這帶來了被排除在外的風險,因為超大規模資料中心業者雲端物聯網平台正在從企業物聯網解決方案中分一杯羹,而這些解決方案的價值原本應由通訊業者透過自有品牌的物聯網服務產品來獲取。
為因應新冠疫情造成的供應鏈中斷,企業對物聯網解決方案(例如資產追蹤、遠端監控和預測性維護)的需求激增。企業尋求透過數位化監控技術提升營運視覺性和韌性,加速了工業IoT的部署。對智慧城市物聯網基礎設施的投資,例如用於接觸者追蹤、人群管理和公共衛生監測,也帶動了地方政府對物聯網部署的需求。後疫情時代工業數位化進程的加速,正推動物連網連接市場的成長。
在預測期內,短途連接領域預計將佔據最大的市場佔有率。
預計在預測期內,短距離連接領域將佔據最大的市場佔有率。這是因為,智慧家庭、穿戴式裝置和個人區域網路 (PAN) 等應用程式採用藍牙、Wi-Fi 和 Zigbee 等短距離連接技術,在整個物聯網連接市場中連接設備總數最多;此外,通訊業者和零售物聯網應用也採用 Wi-Fi 和藍牙閘道器架構,透過營運商管理的回程傳輸連接聚合大量短距離設備。
預計在預測期內,公共網路部分將呈現最高的複合年成長率。
在預測期內,通訊業者網路領域預計將呈現最高的成長率,這主要得益於智慧計量、智慧城市和消費物聯網應用中大規模物聯網設備的部署。營運商正在將公共NB-IoT和LTE-M網路作為大規模的物聯網設備連接。 5G低功耗設備標準的商業化正在催生新的公共網路物聯網用例,這些用例支援超越LPWAN能力的高吞吐量物聯網應用,這也為公共網路物聯網的強勁成長奠定了基礎。
在預測期內,北美預計將佔據最大的市場佔有率。這是因為美國擁有高度發展的企業物聯網和消費物聯網市場,而且AT&T、Verizon和T-Mobile等主要通訊業者經營成熟的物聯網連接服務組合,這些服務在國內創造了可觀的收入。此外,強大的企業專用網路部署計畫正在創造超越通用M2M連接服務的優質物聯網連接收入來源。
在預測期內,亞太地區預計將呈現最高的複合年成長率。這主要歸功於中國擁有全球最大的NB-IoT部署基礎,數億台智慧電錶和公用事業設備已接入網路;日本和韓國在物聯網創新部署方面主導;以及東南亞和印度製造業工業IoT應用的快速成長,從而推動了對物聯網連接服務的需求。
According to Stratistics MRC, the Global IoT Connectivity in Telecom Market is accounted for $18.4 billion in 2026 and is expected to reach $78.6 billion by 2034 growing at a CAGR of 19.8% during the forecast period. IoT connectivity in telecom refers to cellular, LPWAN, satellite, and short-range wireless technology connectivity solutions enabling telecommunications operators to provide network access for billions of industrial sensors, smart meters, connected vehicles, wearables, smart city infrastructure, and consumer IoT devices across public, private, and hybrid network deployment models, encompassing NB-IoT, LTE-M, LoRaWAN, Sigfox, satellite IoT, Bluetooth, Zigbee, and Wi-Fi HaLow connectivity technologies managed through telecom operator IoT platform and connectivity management infrastructure.
Industrial IoT Enterprise Market Expansion
Rapid enterprise adoption of industrial IoT solutions for predictive maintenance, asset tracking, smart manufacturing, and supply chain visibility across manufacturing, logistics, energy, and agriculture sectors generating tens of billions of connected device deployments requiring scalable telecommunications operator-managed IoT connectivity creates substantial revenue opportunity for operators building premium IoT connectivity service portfolios. Private 5G network deployment for enterprise IoT is emerging as a high-margin connectivity service product enabling operators to capture enterprise IoT market value directly from industrial customers.
IoT Device Fragmentation Management Complexity
IoT connectivity ecosystem fragmentation across multiple competing standards, frequency bands, protocol variants, and regional regulatory differences creating device management complexity for both IoT application developers and telecommunications operators managing diverse IoT device portfolios across heterogeneous connectivity technologies generates interoperability challenges and platform complexity that constrains simplified IoT service delivery and increases operator IoT platform development investment requirements.
Private 5G Enterprise IoT Market
Enterprise private 5G network deployment for dedicated industrial IoT and automation connectivity representing a rapidly growing premium telecommunications market segment where operators providing turnkey private network deployment, management, and IoT connectivity services command substantially higher revenue per connection than public network shared connectivity pricing. Manufacturing, mining, port, and airport private network programs creating large enterprise customer opportunities for operators with private network service delivery capability and enterprise solution expertise.
Non-Telco IoT Platform Provider Competition
Technology company IoT platform and connectivity management solution providers including Amazon AWS IoT, Microsoft Azure IoT Hub, and Google Cloud IoT building direct enterprise IoT solution relationships that bypass telecommunications operator IoT service portfolios by managing IoT device connectivity through cellular SIM management APIs create disintermediation risk as hyperscaler cloud IoT platforms capture enterprise IoT solution value that operators previously expected to capture through operator-branded IoT service products.
COVID-19 supply chain disruption management requirements creating demand for asset tracking, remote monitoring, and predictive maintenance IoT solutions as enterprises sought operational visibility and resilience through digital monitoring technology accelerated industrial IoT deployment programs. Smart city IoT infrastructure investment for contact tracing, crowd management, and public health monitoring generated municipal IoT deployment demand. Post-pandemic industrial digitalization acceleration sustains IoT connectivity market growth.
The Short-Range Connectivity segment is expected to be the largest during the forecast period
The Short-Range Connectivity segment is expected to account for the largest market share during the forecast period, due to the massive consumer IoT device ecosystem using Bluetooth, Wi-Fi, and Zigbee short-range connectivity for smart home, wearable, and personal area network applications representing the highest total connected device volume within the IoT connectivity landscape, combined with industrial and retail IoT applications using Wi-Fi and Bluetooth gateway architectures that aggregate large short-range device populations through telecom operator-managed cellular backhaul connectivity.
The Public Networks segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Public Networks segment is predicted to witness the highest growth rate, driven by massive IoT device deployment across smart meter, smart city, and consumer IoT applications using public NB-IoT and LTE-M networks that telecommunications operators have deployed as standard network capabilities enabling low-cost IoT device connection at scale. 5G Reduced Capability device standard commercialization creating new public network IoT connectivity use cases supporting higher throughput IoT applications beyond LPWAN capability sustains strong public network IoT growth.
During the forecast period, the North America region is expected to hold the largest market share, due to the United States hosting highly developed enterprise IoT and consumer IoT markets with leading telecommunications operators including AT&T, Verizon, and T-Mobile operating established IoT connectivity service portfolios generating substantial domestic revenue, and strong enterprise private network deployment programs creating premium IoT connectivity revenue streams beyond commodity M2M connectivity services.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, due to China hosting the world's largest NB-IoT deployment with hundreds of millions of connected smart meter and utility devices, Japan and South Korea leading IoT innovation deployment programs, and rapidly growing industrial IoT adoption across manufacturing sectors in Southeast Asia and India creating expanding IoT connectivity service market demand.
Key players in the market
Some of the key players in IoT Connectivity in Telecom Market include Cisco Systems, AT&T, Verizon Communications, Deutsche Telekom, Telefonica, Vodafone Group, Orange S.A., China Mobile, China Telecom, Nokia Corporation, Ericsson, Huawei Technologies, Amazon Web Services, Microsoft Corporation, and Telit Cinterion.
In April 2026, Verizon Communications launched a new private 5G enterprise IoT managed service portfolio enabling manufacturers to deploy dedicated industrial IoT networks with guaranteed SLA performance and integrated IoT device management platform administration.
In March 2026, Deutsche Telekom introduced a pan-European IoT connectivity aggregation platform enabling enterprises to manage multi-operator NB-IoT and LTE-M connectivity across 30 European countries through a single SIM and management interface.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) are also represented in the same manner as above.