世界のセルラーIoTゲートウェイ市場　第6版

出版：Berg Insight（ベルグインサイト社）　出版年月：2022年11月

The Global Cellular IoT Gateway Market – 6th Edition
世界のセルラーIoTゲートウェイ市場　第6版

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Berg InsightはセルラーIoTゲートウェイの出荷数は2021年の450万台からCAGR12.1％で増加し、2026年までには800万台に達すると予測しています。

Berg Insight「世界のセルラーIoTゲートウェイ市場（第6版）- The Global Cellular IoT Gateway Market – 6th Edition」は世界のセルラーIoTゲートウェイ市場を調査・分析し、2026年までの市場予測を行っています。

主な掲載内容

• 主要企業の30名のエグゼクティブインタビューを基にした識見
• M2M／IoTハードウェアバリューチェーンのサマリー
• 市場動向と主な発展に関する詳細分析
• セルラーIoTゲートウェイベンダ32社とモジュラーベンダ15社の最新企業情報
• セルラー機器に必要な認可の概要
• IoTゲートウェイベンダ間の価格比較
• 2026年までの市場予測

目次訳（抜粋）

1. IoTネットワーキングと通信
   1. 概説
   2. ゲートウェイ、ルーター、モデム
   3. 製品およびシステム内の組み込みセルラー技術
   4. 2Gから5GまでのセルラーIoT
2. 市場予測と動向
   1. 市場予測
   2. 市場動向
3. 企業情報と戦略
   1. セルラーゲートウェイベンダ
   2. セルラーIoTモジュラーベンダ

Report Overview

The Global Cellular IoT Gateway Market analyses the latest developments on the cellular router, gateway and modem market. This strategic research report from Berg Insight provides you with more than 115 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

Berg Insight has done a major survey among all the cellular IoT gateway vendors and found that the global cellular IoT gateway market was worth approximately US$ 1.15 billion in 2021, an increase of 14 percent from the previous year. Berg Insight estimates that shipments of cellular IoT gateways will grow from 4.5 million units in 2021 at a compound annual growth rate (CAGR) of 12.1 percent to reach 8.0 million units in 2026. The report also includes vendor market shares and market forecasts for the IoT module market. Get up to date on the latest trends from all the main regions with this unique 115 page report.

Highlights from the report:

• Insights from 30 executive interviews with market-leading companies.
• Summary of the M2M/IoT hardware value chain.
• In-depth analysis of market trends and key developments.
• Updated profiles of 32 cellular IoT gateway vendors and 15 module vendors.
• Overview of certifications required for cellular devices.
• Price comparisons between IoT gateway vendors.
• Market forecasts lasting until 2026.

The cellular IoT gateway market to reach US$ 2.2 billion in 2026

Cellular IoT gateways are standalone devices that provide primary or backup cellular connectivity to devices in a local network. For the purpose of this report, Berg Insight defines cellular IoT gateways as general-purpose cellular routers, gateways and modems that are enclosed in a chassis with external power supply, no display and at least one input/output port. The product category has evolved over the past decades from simple networking devices to aggregation points for devices, implementing advanced functionality for security and edge computing.
The cellular IoT gateway market is driven by the growing need to connect assets and work forces in remote and temporary locations as enterprises digitalise their operations. Annual shipments amounted to 4.5 million units in 2021, generating annual revenues of US$ 1.1 billion, an increase of 14 percent from the previous year. The Americas is the largest regional market, accounting for about US$ 582 million. The average selling price in the region is significantly higher compared to other markets, primarily due to a higher share of feature-rich, high-speed 4G LTE and 5G devices in the product mix. The market value of the European and Asia-Pacific regions accounted for US$ 309 million and US$ 222 million respectively. Berg Insight forecasts that the market will grow at a CAGR of 13.6 percent in the next five years to reach US$ 2.2 billion in 2026.
Berg Insight ranks US-based Cradlepoint as the market leader with an estimated US$ 290 million in annual revenues from IoT gateway sales (adjusted for comparability due to the company’s subscription model). Teltonika Networks is the second largest provider with US$ 95 million in annual revenues. Top players further include Cisco, Sierra Wireless and Digi International, which generated an estimated US$ 90 million, US$ 85 million and US$ 65 million respectively. The top five vendors held a combined market share of about 54 percent.

Other vendors with significant presence on the cellular IoT gateway market are InHand Networks, Peplink, Hongdian, HMS Networks and Robustel. All of the top ten cellular IoT gateway vendors shipped more than 100,000 devices in the year. Notable vendors further include MultiTech, Lantronix, Systech, Casa Systems in North America; Advantech, Four-Faith, Milesight and Moxa in the Asia-Pacific region; and NetModule, Matrix Electrónica, Westermo, RAD, Eurotech, Thales and Option in the EMEA region.
Though many distributed enterprises are already taking advantage of the fast deployment time and ease of use of cellular solutions, Berg Insight believes that the trend will accelerate in the 5G era. As the cost per GB decreases, 5G connectivity will become an increasingly attractive alternative to fixed broadband and over time reach a level in which the monthly fee is comparable to a fixed broadband subscription, thereby expanding the market for cellular routers, gateways and modems.

目次

Executive Summary

1 IoT Networking and Communications

1.1 Introduction

1.1.1 The IoT technology stack

1.2 Gateways, routers and modems

1.3 Embedding cellular technology in products and systems

1.3.1 Cellular IoT hardware value chain
1.3.2 Carrier, industry and region specific certifications

1.4 Cellular IoT from 2G to 5G

1.4.1 2G mobile networks
1.4.2 3G/4G mobile networks
1.4.3 4G/5G mobile IoT networks (LTE-M and NB-IoT)
1.4.4 5G networks
1.4.5 LPWA and satellite technologies
1.4.6 Cost comparison for cellular and LPWA technologies

2 Market Forecasts and Trends

2.1 Market forecasts

2.1.1 The embedded cellular IoT module market and vendor market shares
2.1.1 Cellular IoT module market analysis and forecasts
2.1.3 The cellular IoT gateway market and vendor market shares
2.1.4 Cellular IoT gateway market analysis and forecasts

2.2 Market trends

2.2.1 Transportation is the largest cellular IoT gateway end market
2.2.2 5G router shipments are set to accelerate in 2023
2.2.3 Enterprises adopt 5G/LTE solutions for resilient connectivity
2.2.4 Private cellular networks to expand the addressable market for IoT gateways
2.2.5 Vendors move to employ vertical integration strategies in attractive niches
2.2.6 Modular devices enable flexibility and upgradability
2.2.7 Sales growth accelerates as supply constraints ease
2.2.8 The cellular IoT gateway industry continues its consolidation journey

3 Company Profiles and Strategies

3.1 Cellular IoT gateway vendors

3.1.1 Acksys
3.1.2 ADLINK Technology
3.1.3 Advantech
3.1.4 Belden
3.1.5 Casa Systems
3.1.6 Cisco
3.1.7 Cradlepoint (Ericsson)
3.1.8 Digi International
3.1.9 Eurotech
3.1.10 Four-Faith Communication Technology
3.1.11 HMS Networks
3.1.12 Hongdian
3.1.13 InHand Networks
3.1.14 INSYS Microelectronics
3.1.15 Lantronix
3.1.16 Matrix Electrónica
3.1.17 MB Connect Line (Red Lion)
3.1.18 MC Technologies
3.1.19 Milesight
3.1.20 Moxa
3.1.21 MultiTech
3.1.22 NetModule (Belden)
3.1.23 Option (Crescent)
3.1.24 Peplink
3.1.25 Queclink Wireless Solutions
3.1.26 RAD
3.1.27 Red Lion
3.1.28 Robustel
3.1.29 Sagemcom Dr. Neuhaus
3.1.30 Systech Corporation
3.1.31 Teltonika Networks
3.1.32 Westermo

3.2 Cellular IoT module vendors

3.2.1 Cheerzing
3.2.2 China Mobile IoT
3.2.3 Fibocom
3.2.4 Gosuncn WeLink
3.2.5 MeiG Smart Technology
3.2.6 Murata
3.2.7 Neoway
3.2.8 Nordic Semiconductor
3.2.9 Quectel
3.2.10 Rolling Wireless
3.2.11 Sierra Wireless
3.2.12 Sunsea AIoT (SIMCom & Longsung)
3.2.13 Telit
3.2.14 Thales
3.2.15 u-blox
3.2.16 Other cellular IoT module vendors

Glossary

List of Figures

Figure 1.1: The core elements of an IoT solution …………………………. 5
Figure 1.2: Common features in cellular IoT gateways and routers……………… 6
Figure 1.3: Examples of cellular IoT gateways ………………………….. 7
Figure 1.4: Cost versus time diagram for cellular technology integration…………… 8
Figure 1.5: Routes to market for cellular chipsets ………………………… 9
Figure 1.6: 3GPP cellular network connections by generation (World 2021)………….. 11
Figure 1.7: The number of LTE-M and NB-IoT networks (World 2018–2021) …………. 12
Figure 1.8: Cost comparison for wireless modules (2022)…………………… 15
Figure 2.1: Top cellular IoT module vendors, by revenues and shipments (World 2021) …… 18
Figure 2.2: Cellular IoT module shipments, by region (World 2020–2026)………….. 19
Figure 2.3: Cellular IoT module shipment forecast (World 2020–2026) ……………. 20
Figure 2.4: Top cellular IoT gateway vendors by revenues and shipments (World 2021)…… 22
Figure 2.5: Cellular IoT gateway market forecast by region (World 2020–2026) ……….. 24
Figure 2.6: Average selling price by region (World 2015–2021)…………………. 25
Figure 2.7: Cellular IoT gateway revenues by vertical market (World 2021) ………… 26
Figure 2.8: Technology positioning of RedCap in relation to eMBB, URLLC and mMTC …. 27
Figure 2.9: Potential sites for deploying private cellular networks ……………… 29
Figure 2.10: SmartSense by Digi cellular gateways for cold chain applications………… 30
Figure 2.11: Sierra Wireless’ modular XR90 5G router……………………… 31
Figure 2.12: Examples of vendors offering modular device concepts (Q3-2022)………. 32
Figure 2.13: Annual sales for leading cellular IoT gateway vendors (2021/2022)………. 33
Figure 2.14: IoT gateway vendor mergers and acquisitions (2010–2022) …………… 34
Figure 3.1: ADLINK’s IoT gateways (Q3-2022) ………………………… 39
Figure 3.2: ADLINK Edge Apps…………………………………… 39
Figure 3.3: Advantech’s routers and gateways (Q3-2022) …………………… 40
Figure 3.4: Hirschmann, GarrettCom and ProSoft Technology devices (Q3-2022)………. 42
Figure 3.5: Casa Systems’ IoT routers and modems (Q3-2022)………………… 43
Figure 3.6: Cisco’s IoT routers and gateways (Q3-2022) …………………….. 45
Figure 3.7: Cradlepoint’s range of cellular routers and adapters (Q3-2022)………… 47
Figure 3.8: Digi International’s cellular routers and gateways (Q3-2022)………….. 50
Figure 3.9: Eurotech’s modular IoT edge platform………………………… 53
Figure 3.10: Four-Faith’s cellular modems and routers (Q3-2022) ……………….. 54
Figure 3.11: HMS’ cellular IoT gateways ……………………………… 56
Figure 3.12: Hongdian’s industrial communications devices (Q3-2022)…………… 58
Figure 3.13: InHand Networks’ InGateway 902 ………………………….. 59
Figure 3.14: InHand Networks’ industrial communications devices (Q3-2022) ………. 60
Figure 3.15: INSYS icom’s industrial 4G LTE routers …………………….. 61
Figure 3.16: Lantronix’s cellular IoT routers and modems (Q3-2022)……………. 63
Figure 3.17: Matrix Electrónica’s MTX-IoT-XS modem and MTX-EOS router………….. 64
Figure 3.18: Moxa’s industrial cellular routers and gateways (Q3-2022) ………….. 68
Figure 3.19: MultiTech’s cellular IoT gateways, routers and modems (Q3-2022)………. 69
Figure 3.20: NetModule’s IIoT and industrial routers……………………… 71
Figure 3.21: CloudGate cellular IoT gateway…………………………… 73
Figure 3.22: Robustel Cloud Manager Service interface …………………… 77
Figure 3.23: Robustel’s IoT routers………………………………… 78
Figure 3.24: Sagemcom Dr. Neuhaus’ cellular M2M routers (Q3-2022) …………… 79
Figure 3.25: Systech’s SysCORE series ……………………………. 80
Figure 3.26: Teltonika’s range of cellular routers (Q3-2022) …………………… 82
Figure 3.27: Westermo’s cellular routers (Q3-2022)………………………. 83
Figure 3.28: Fibocom’s embedded cellular IoT modules (Q2-2022)……………… 87
Figure 3.29: Gosuncn WeLink’s embedded cellular IoT modules (Q2-2022) …………. 89
Figure 3.30: MeiG’s embedded cellular IoT modules (Q2-2022) ……………….. 90
Figure 3.31: Neoway’s embedded cellular IoT modules (Q2-2022)………………. 92
Figure 3.32: Regulatory certifications overview for nRF9160…………………… 94
Figure 3.33: Quectel’s cellular IoT module series (Q2-2022) ………………….. 95
Figure 3.34: Sierra Wireless’ device-to-cloud offering ………………………. 98
Figure 3.35: Sierra Wireless’ embedded cellular modules (Q2-2022)……………. 99
Figure 3.36: Sierra Wireless cellular routers and gateways (Q3-2022) …………… 100
Figure 3.37: SIMCom’s and Longsung’s embedded cellular IoT modules (Q2-2022)……. 102
Figure 3.38: Telit’s embedded cellular IoT modules (Q2-2022) ……………….. 105
Figure 3.39: Thales’ embedded cellular IoT modules (Q2-2022)……………… 108
Figure 3.40: Thales’ IoT terminals (Q3-2022)…………………………. 109
Figure 3.41: u-blox’ embedded cellular IoT modules (Q2-2022)………………. 111
Figure 3.42: u-blox Thingstream platform overview……………………… 112

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