IoTプラットフォームとソフトウェア　第7版

出版：Berg Insight（ベルグインサイト社）　出版年月：2022年12月

IoTプラットフォームとソフトウェア　第7版
IoT Platforms and Software – 7th Edition

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Berg Insightでは2021年に42億ドルだったサードパーティーのIoTプラットフォームの総収益が2026年までに年平均成長率（CAGR）で17.5％となる94億ドルに達すると予測しています。

Berg Insight「IoTプラットフォームとソフトウェア　第7版 –  IoT Platforms and Software – 7th Edition」はIoTのコネクティビティ管理、デバイス管理、アプリケーション実現プラットフォームの最新動向を調査・分析しています。またベンダ、製品、市場の最新動向と情報も提供しています。

主な掲載内容

1. IoT技術スタック
   1. 概説
   2. デバイス
   3. IoTネットワーク技術
   4. IoTプラットフォームとミドルウェア
2. 市場予測と動向
   1. IoTコネクティビティ管理プラットフォーム
   2. IoTデバイス管理とアプリケーション実現プラットフォーム
3. コネクティビティ管理プラットフォーム
   1. IoTコネクティビティ管理プラットフォーム
   2. SIM管理ソリューション
   3. IoT向けコネクティビティ管理プラットフォームベンダ
   4. MNO向けコネクティビティ管理プラットフォーム
   5. IoTマネージドサービスプロバイダ
   6. SIMソリューションプロバイダ
4. デバイス管理とアプリケーションプラットフォーム
   1. デバイス管理とアプリケーション実現サービス
   2. 企業情報と戦略

Report Overview

IoT Platforms and Software is the seventh strategy report from Berg Insight analysing the latest developments on the IoT connectivity management, device management and application enablement platform markets. This strategic research report from Berg Insight provides you with 160 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

Increasingly complex IoT solutions require more advanced communication platforms and middleware that facilitate seamless integration of devices, networks and applications. This new 160-page study analyses the latest developments on the IoT connectivity management, device management and application enablement platform markets. Berg Insight estimates that total revenues for third party IoT platforms will grow at a compound annual growth rate (CAGR) of 17.5 percent from US$ 4.2 billion in 2021 to US$ 9.4 billion in 2026. Get up to date with the latest trends and information about vendors, products and markets.

Highlights from the report:

• 360-degree overview of the IoT ecosystem.
• Insights from 30 executive interviews with market leading companies.
• Summary of the latest industry trends and developments.
• Updated in-depth profiles of key players in the IoT platform market.
• Reviews of the market strategies of leading platform vendors.
• Perspectives on the evolution from vertical M2M solutions to the broader scale and scope of the IoT.
• Extensive global market forecasts lasting until 2026.

The IoT platform market reached US$ 4.2 billion in 2021

IoT platforms provide developers with tools to connect and manage devices and integrate collected data into various applications and services. These platforms are intended to reduce the cost and development time for IoT solutions by providing standardised components that enterprises can build upon. Broadly speaking, most IoT platforms fall into one of the following three categories: connectivity management platforms, device management platforms and application enablement platforms.

IoT connectivity management platforms (CMPs) enable mobile operators to support their enterprise customers by providing functionality for provisioning, subscription management, cost monitoring and event management. About 31 percent of the global installed base of 2.1 billion IoT SIMs were managed using third-party IoT CMPs at the end of 2021. Cisco is the largest IoT CMP provider by mobile operator partners, supporting the IoT operations of more than 60 mobile operators worldwide. The main challengers are Ericsson, Vodafone and MAVOCO. These companies focus on reducing the complexity associated with multinational deployments of cellular IoT devices. The China-based vendors Huawei and Whale Cloud are key players on the domestic market.

The product concepts of Nokia WING and floLIVE’s floNET encompass IoT CMPs and distributed core networks deployed in key countries and regions, which are offered as a managed service. Several IoT MVNOs, including 1NCE, Eseye and Soracom also provide white-labelled or branded IoT connectivity services via mobile operators. The major US-based IoT MVNO Aeris’ acquisition of Ericsson’s IoT business marks a significant development in this space and will bring the number of IoT connections managed by Aeris to more than 100 million. Addressing enterprise pain points related to multi-platform SIM deployments, IoTM provides a bring-your-own MNO platform, enabling management of large-scale SIM deployments through integrations with third-party CMPs.

Providers of IoT device management and application enablement platforms span from start-ups to major technology companies, device makers, industrial software vendors and equipment manufacturers. The market is today in a stage of transformation, driven by major cloud service providers’ investments and move up the stack. While IoT platform vendors have always had strengths and weaknesses, recent developments have led many vendors to re-align their solutions with a renewed focus on core capabilities. In many cases, vendors that have built IoT platforms on public cloud infrastructure are transitioning to provide higher-level building blocks that can be used as a starting point when building solutions or end-to-end solutions for specific use cases. The trend has accelerated in 2020–2022 as a number of major industrial software vendors no longer offer their IoT platforms as a standalone product.

The industrial IoT segment comprises the largest addressable market for IoT platform providers. Both Microsoft and AWS have pushed to extend their reach into the industrial markets in recent years, and work closely with customers to help them integrate foundational IoT platform services such as Azure IoT Hub and AWS IoT Core into their products. PTC and Software AG are other major players in the space with strengths in different areas. Asset-heavy companies like ABB, Hitachi and Siemens leverage their expertise in both the operational technology and information technology domains to help customers increase asset performance and process efficiency. Important IoT platform providers with high involvement in the industrial sector further include the vendors Altair Engineering, Amplía, Davra, Device Insight, Eurotech, Exosite, Losant, Relayr, Telit and Waylay.

A varying degree of system integration is still required to build and deploy an IoT solution. While large customers typically have the capabilities to integrate devices into their system architecture in-house, small and medium-sized firms turn to system integrators when investing in IoT solutions. To address this gap in the market, a group of vendors have developed full-stack IoT platforms, spanning hardware, firmware and platform services. These solutions are designed to provide an integrated set of customisable building blocks to shorten the journey from prototyping to deployment. Tuya has emerged as the most prominent full-stack IoT platform vendor with a strong presence in the consumer electronics market. Other vendors with similar product concepts are Twilio that acquired Electric Imp in mid-2020, as well as Ayla Networks, Blues Wireless, Embever, Particle and Taoglas. Berg Insight estimates that the market for commercial device management and application enablement platforms amounted to US$ 3.2 billion in 2021. Growing at a CAGR of 19 percent, the market value is expected to reach US$ 7.5 billion in 2026.

目次

Executive Summary

1 The IoT Technology Stack

1.1 Introduction
1.1.1 IoT architectures
1.1.2 IoT standardisation initiatives
1.2 Devices
1.2.1 Embedded systems and microcontrollers
1.2.2 Embedded software and applications
1.3 IoT networking technologies
1.3.1 The 3GPP family of cellular technologies
1.3.2 LPWA and satellite technologies
1.3.3 Wi-Fi
1.3.4 IEEE 802.15.4
1.3.5 Bluetooth
1.4 IoT platforms and middleware
1.4.1 IoT connectivity management
1.4.2 Device management
1.4.3 Application enablement

2 Market Forecasts and Trends

2.1 IoT connectivity management platforms
2.1.1 IoT connectivity management platform market forecast
2.1.2 Incumbents dominate the IoT connectivity management platform market
2.1.3 New entrants drive market change offering managed services
2.1.4 IoT MVNOs account for 15 percent of IoT connections in mature markets
2.1.5 LoRaWAN continues its momentum
2.1.6 IoT MVNOs are driving consolidation in the IoT connectivity market
2.2 IoT device management and application enablement platforms
2.2.1 IoT device management and application enablement platform market forecast
2.2.2 Industrial IoT is the largest addressable market for IoT platform vendors
2.2.3 Device-to-cloud solutions enable rapid prototyping and deployment
2.2.4 Consumer electronics suppliers adopt commercial IoT platforms
2.2.5 Automotive OEMs implement OTA update services
2.2.6 MQTT is the dominant IoT-specific communication protocol
2.2.7 The IoT platform market is in a consolidation phase

3 Connectivity Management Platforms

3.1 IoT connectivity management platforms
3.1.1 Mobile network operators adopt multi-platform strategies
3.2 SIM management solutions
3.2.1 eSIM adoption is gathering pace as the standard matures
3.2.2 iSIMs will bring about significant cost reductions
3.3 IoT connectivity management platform vendors
3.3.1 Actility
3.3.2 Cisco
3.3.3 Comarch
3.3.4 Ericsson
3.3.5 Enea
3.3.6 Flickswitch
3.3.7 floLIVE
3.3.8 Huawei
3.3.9 IoTM Solutions
3.3.10 MAVOCO
3.3.11 Nexign
3.3.12 Nokia
3.3.13 NTELS
3.3.14 Whale Cloud
3.4 MNO connectivity management platforms
3.4.1 China Mobile
3.4.2 Deutsche Telekom
3.4.3 Orange
3.4.4 Telefónica
3.4.5 Verizon
3.4.6 Vodafone
3.5 IoT managed service providers
3.5.1 1NCE
3.5.2 Aeris
3.5.3 Airnity
3.5.4 BICS
3.5.5 Caburn Group
3.5.6 Cubic Telecom
3.5.7 EMnify
3.5.8 Eseye
3.5.9 Hologram
3.5.10 iBASIS
3.5.11 KORE Wireless
3.5.12 Onomondo
3.5.13 Pelion
3.5.14 Pod Group (Giesecke+Devrient)
3.5.15 Soracom
3.5.16 Tata Communications
3.5.17 Transatel
3.5.18 Truphone
3.5.19 u-blox
3.5.20 Velos IoT
3.5.21 Wireless Logic
3.6 SIM solution providers
3.6.1 Giesecke+Devrient
3.6.2 IDEMIA
3.6.3 Kigen
3.6.4 Thales

4 Device Management and Application Enablement Platforms

4.1 Device management and application enablement services
4.1.1 Cloud service providers increasingly dominate the IoT platform market
4.1.2 Industrial software vendors refine IoT strategies
4.2 Company profiles and strategies
4.2.1 Alibaba Group
4.2.2 Altair Engineering
4.2.3 Amazon
4.2.4 Amplía
4.2.5 AVSystem
4.2.6 Ayla Networks
4.2.7 Blues Wireless
4.2.8 C3.ai
4.2.9 Davra
4.2.10 Device Insight
4.2.11 Embever
4.2.12 Eurotech
4.2.13 Exosite
4.2.14 Friendly Technologies
4.2.15 Google
4.2.16 Hitachi
4.2.17 IoTerop
4.2.18 Izuma Networks
4.2.19 Losant
4.2.20 Microsoft
4.2.21 Particle
4.2.22 PTC
4.2.23 Relayr
4.2.24 Sierra Wireless
4.2.25 Software AG
4.2.26 Taoglas
4.2.27 Telit
4.2.28 Tuya
4.2.29 Twilio
4.2.30 Waylay

Glossary

List of Figures

Figure 1.1: The core elements of an IoT solution ………………. 6
Figure 1.2: IoT protocols and standards…………………… 7
Figure 1.3: Cost comparison between wireless module and wireless SoC designs…… 10
Figure 1.4: Top programming languages ………………….. 12
Figure 1.5: Major embedded operating systems……………… 13
Figure 1.6: Comparison between wireless technologies…………… 15
Figure 1.7: Comparison of LTE IoT specifications………………. 16
Figure 1.8: Wi-Fi generations ……………………… 19
Figure 1.9: Comparison between traditional SIM and eUICC lifecycle models…….. 22
Figure 2.1: Distribution of IoT SIMs by IoT CMP category (World 2021)……… 26
Figure 2.2: IoT connectivity management platform market forecast (World 2020–2026)….. 27
Figure 2.3: Top IoT connectivity management platform vendors (Q2-2022)……… 28
Figure 2.4: IoT connectivity management services market landscape ……….. 29
Figure 2.5: Top 10 IoT managed service providers by IoT connections (Q4-2021)……. 31
Figure 2.6: Merger & acquisition activity in the IoT connectivity market (2017–2022) …… 33
Figure 2.7: IoT DMP and AEP revenues (World 2020–2026)…………… 34
Figure 2.8: Tuya’s product concept …………………….. 36
Figure 2.9: Merger & acquisition activity in the IoT platform market (2015–2022) …… 39
Figure 3.1: Cellular IoT subscribers by region (World 2018–2026) ………….. 42
Figure 3.2: IoT connectivity management platform by mobile operator (Q4-2022) ……. 43
Figure 3.3: eSIM market landscape …………………….. 45
Figure 3.4: eSIM shipments (World 2018–2021)………………. 46
Figure 3.5: The evolution of SIM form factors………………….. 47
Figure 3.6: Actility’s ThingPark Wireless platform……………….. 48
Figure 3.7: Cisco IoT Control Center partners by region (Q4-2022) ………… 51
Figure 3.8: IoT Accelerator enterprise services ……………….. 54
Figure 3.9: Ericsson IoT Accelerator operator partners by region (Q4-2022) ………. 55
Figure 3.10: Enea’s IoT connectivity control service ……………… 57
Figure 3.11: The floCONTROL dashboard…………………. 59
Figure 3.12: The Nexign IoT platform …………………….. 64
Figure 3.13: Overview of Nokia IMPACT IoT…………………. 66
Figure 3.14: Nokia WING operator partners by region (Q4-2022)…………. 67
Figure 3.15: NTELS’ IoT Business Support System ………………. 68
Figure 3.16: China Mobile IoT business KPIs (2017–2021)…………….. 70
Figure 3.17: Orange cellular IoT subscribers by country (2016–2021) ……….. 74
Figure 3.18: Telefónica IoT subscribers by country (2016–2021) …………. 77
Figure 3.19: Vodafone Group IoT business KPIs (FY2019–FY2022)………… 80
Figure 3.20: Vodafone’s IoT operator partners by region (Q4-2022) ………….. 82
Figure 3.21: Eseye’s Infinity IoT Connectivity Management Platform …………. 90
Figure 3.22: Eseye’s AnyNet+ solution vs. standard eUICC…………… 91
Figure 3.23: u-blox Thingstream platform overview……………… 100
Figure 4.1: Public cloud service provider market shares (World 2021)……… 111
Figure 4.2: Industrial automation architecture ……………….. 112
Figure 4.3: Alibaba Cloud IoT Platform…………………. 114
Figure 4.4: AWS IoT services ………………………. 118
Figure 4.5: AWS IoT partnership approach ………………… 120
Figure 4.6: C3.ai KPIs (FY2019–FY2022)…………………. 125
Figure 4.7: Eurotech’s modular IoT edge platform………………. 130
Figure 4.8: Losant’s visual workflow engine ………………….. 135
Figure 4.9: Azure IoT technologies and solutions ……………….. 137
Figure 4.10: PTC’s ThingWorx and Vuforia KPIs (FY-2019–2020)………….. 140
Figure 4.11: Sierra Wireless’ device-to-cloud offering …………….. 144
Figure 4.12: Software AG’s product portfolio…………………. 146
Figure 4.13: Taoglas EDGE platform overview………………. 148
Figure 4.14: Telit IoT Platform ……………………… 151
Figure 4.15: Tuya KPIs (2019–2021)…………………….. 153
Figure 4.16: Overview of Tuya’s business model ……………… 153
Figure 4.17: The Tuya IoT Cloud Platform ………………….. 155
Figure 4.18: Waylay’s automation platform ………………… 157