世界のM2M/IoT通信市場 第7版

出版:Berg Insight(ベルグインサイト社) 出版年月:2022年7月

The Global M2M/IoT Communications Market – 7th Edition
世界のM2M/IoT通信市場(第7版)

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Berg Insightでは世界のセルラーIoT加入者数が2026年末までに43億4,000万に達し、年平均成長率(CAGR)は15.6%になると予測しています。セルラーIoT接続の収益については、2021年の86億ユーロから2026年に166億ユーロ、CAGRで14%の成長を予測しています。

Berg Insight(ベルグインサイト)「世界のM2M/IoT通信市場(第7版) – The Global M2M/IoT Communications Market – 7th Edition」はM2M/IoT市場を世界および世界の主要地域毎に調査・分析し、最新情報、関連市場データ、2026年までの市場予測などを提供します。

当レポートの特長

  • セルラーIoT通信のエコシステムを多角的に調査
  • M2M/IoTネットワーキング向け5GおよびLPWA規格採用状況の最新情報
  • 主要モバイル事業者のIoT戦略をレビュー
  • 世界の産業動向サマリー
  • 世界の上位モバイル事業者向けIoT事業KPI
  • 世界のセルラーIoT加入者の統計データ
  • 2026年までの世界および主要地域別市場予測

主な掲載内容

  1. モノのインターネット(IoT)向けWAN
    1. セルラー技術の3GPPファミリー
    2. LPWAと衛星技術
    3. IoTネットワークプラットフォーム
    4. 世界のカバー状況とモバイル事業者のアライアンス
  2. 欧州
    1. 欧州の市場動向
    2. モバイル事業者
    3. IoTマネージドサービス提供企業
    4. LPWAネットワーク
  3. 南北アメリカ
    1. 南北アメリカの市場動向
    2. モバイル事業者
    3. IoTマネージドサービス提供企業
    4. LPWAネットワーク
  4. アジア太平洋地域
    1. アジア太平洋地域の市場動向
    2. モバイル事業者
    3. IoTマネージドサービス提供企業
    4. LPWAネットワーク
  5. 中東&アフリカ
    1. 中東&アフリカの市場動向
    2. モバイル事業者
    3. IoTマネージドサービス提供企業
    4. LPWAネットワーク
  6. 衛星IoT通信
    1. 衛星IoTネットワークの概説
    2. 市場分析
    3. 衛星IoT事業者の市場シェア
    4. 欧州の衛星事業者
    5. 北米の衛星事業者
    6. 中国の衛星事業者
    7. その他の地域の衛星事業者
  7. 市場予測と動向
    1. 業界動向
    2. 地域別市場
    3. 垂直市場
    4. 技術動向

Berg Insight estimates that the global number of cellular IoT subscribers increased by 22 percent during 2021 to reach 2.1 billion at the end of the year. Until 2026, the number of cellular IoT subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 15.6 percent to reach 4.3 billion at the end of the period. This report covers in-depth the mobile operator perspective on the global M2M/IoT communications market. Get up to date with the latest trends from all main regions and vertical markets with this unique 250 page report.

Highlights from the report:

  • 360-degree overview of the cellular IoT communications ecosystem.
  • Update on the adoption of 5G and LPWA standards for M2M/IoT networking.
  • Reviews of the IoT strategies of the leading mobile operators.
  • Summary of industry trends in all world regions.
  • IoT business KPIs for leading global mobile operators.
  • Statistical data on cellular IoT subscribers in all world regions.
  • Extensive global and regional market forecasts lasting until 2026.

Executive Summary

Global cellular IoT connections hit 2 billion in 2021

Berg Insight estimates that the global number of cellular IoT subscribers increased by 22 percent during 2021 to reach 2.1 billion at the end of the year – corresponding to around 21 percent of all mobile subscribers. Until 2026, the number of cellular IoT subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 15.6 percent to reach 4.34 billion at the end of the period. During the same period, cellular IoT connectivity revenues are forecasted to grow at a CAGR of 14 percent from € 8.6 billion in 2021 to approximately € 16.6 billion in 2026. Meanwhile the monthly ARPU is expected to drop to € 0.34.

China is the world’s largest market for cellular IoT connectivity services by volume. According to data from the national regulator, the installed base grew by 23 percent year-on-year to reach 1.4 billion IoT connections at the end of 2021. This corresponded to two thirds of the global installed base. Berg Insight believes that the role of the Chinese government is the main explanation for why China is ahead of the rest of the world in the adoption of IoT. Authorities actively endorse large-scale IoT deployments as a method for addressing problems affecting the society, whether it is crime, fire safety, energy conservation or traffic management. The private sector is directed and encouraged to do the same.

North America and Western Europe ranks as the second and third largest markets for IoT solutions with 215 million and 194 million IoT subscribers respectively at the end of 2021. In contrast to China, developments in these regions are largely driven by commercial interests. The connected car is currently one of the strongest trends with more than 80 percent of new cars sold featuring embedded cellular connectivity in the regions. Other key application areas are fleet management of commercial vehicles, smart utility metering and monitored alarm systems. Latin America and South Asia had in the range of 39–58 million IoT subscribers, while Russia & CIS, Middle East and Africa had around 30 million each. Southeast Asia, Central Eastern Europe and Australia & Oceania were in the span 9–20 million.

China Mobile is the world’s largest provider of cellular IoT connectivity. At the end of 2021, the operator had an estimated 801 million cellular IoT connections and a year-on-year growth rate of 22 percent. China Unicom and China Telecom ranked second and third with 300 million and 298 million connections respectively. Vodafone ranked first among the Western operators and fourth overall with 142 million connections, followed by AT&T with 95 million in fifth place. Deutsche Telekom and Verizon had in the range of 45–55 million cellular IoT connections each, when counting T-Mobile USA’s customers as part of DT’s IoT subscriber base. Telefónica, KDDI and Orange were the last players in the top ten with about 31 million, 23 million and 20 million connections respectively. The year-on-year growth rates for the mentioned operators were in the span of 0–41 percent.

IoT connectivity revenues are growing at a considerably slower rate than the number of connections. Berg Insight’s analysis of the IoT business KPIs released by mobile operators in different parts of the world suggests that global IoT connectivity revenues increased by around 15 percent during 2021, while the monthly APRU dropped by 2 percent. On average, IoT connectivity revenues account for around 1 percent of total revenues for most operator groups. As the value in IoT lies in value-added services rather than connectivity, mobile operators increasingly focus on boosting their IoT portfolios by adding cloud services and security capabilities on top of their connectivity offering to capture a larger share of the market. Several players have embarked on vertical integration strategies, typically by acquiring local solution providers in application areas like fleet and asset tracking. Private LTE/5G is an emerging focus area, where many operators act as managed service providers.

China Mobile reported the highest IoT connectivity revenues of € 1.5 billion but had the lowest monthly ARPU of just € 0.13. AT&T is believed to have generated IoT connectivity revenues in the range of € 900 million. Similarly, annual IoT revenues for the Vodafone group amounted to around € 900 million with a monthly ARPU of € 0.58. IoT connectivity services account for the vast majority of the revenues. China Unicom is the fourth largest mobile operator by IoT connectivity revenue, reporting € 787 million in IoT sales for the year. Verizon generates annual IoT revenues in the range of € 1.5 billion with close to 60 percent coming from the Verizon Connect fleet management and telematics business.

 

目次

Executive summary

1 Wide area networks for the Internet of Things

1.1 3GPP family of cellular technologies

1.1.1 3GPP Release 13 – Introducing LTE-M and NB-IoT
1.1.2 3GPP Release 14 – IoT enhancements and C-V2X
1.1.3 3GPP Release 15 – The first phase of 5G specifications
1.1.4 3GPP Release 16 – URLLC enhancements, IIoT features and 5G NR C-V2X
1.1.5 3GPP Release 17 – RedCap and non-terrestrial network communications
1.1.6 Network footprint
1.1.7 2G mobile networks
1.1.8 3G/4G mobile networks
1.1.9 4G/5G mobile IoT networks (LTE-M and NB-IoT)
1.1.10 5G mobile networks

1.2 LPWA and satellite technologies

1.2.1 LoRa
1.2.2 Sigfox
1.2.3 Satellite networks

1.3 IoT networking platforms

1.3.1 IoT connectivity management platforms
1.3.2 SIM solutions and embedded UICC

1.4 International coverage and alliances

1.4.1 Roaming and international coverage
1.4.2 Mobile operator alliances

2 Europe

2.1 Regional market trends
2.1.1 Western Europe
2.1.2 Central Eastern Europe
2.1.3 Russia & CIS
2.2 Mobile operators
2.2.1 Vodafone
2.2.2 Deutsche Telekom
2.2.3 Orange
2.2.4 Telefónica
2.2.5 Telenor
2.2.6 CK Hutchison Group Telecom
2.2.7 A1 Telekom Austria
2.2.8 Altice Group
2.2.9 Bouygues Telecom
2.2.10 BT Group
2.2.11 KPN
2.2.12 MegaFon
2.2.13 MTS
2.2.14 POST Luxembourg
2.2.15 Proximus
2.2.16 Telecom Italia
2.2.17 Telia Company
2.2.18 Tele2
2.3 IoT managed service providers
2.3.1 1NCE
2.3.2 1oT
2.3.3 Airnity
2.3.4 Arkessa (Wireless Logic)
2.3.5 BICS
2.3.6 Caburn Group
2.3.7 Com4 (Wireless Logic)
2.3.8 Cubic Telecom
2.3.9 EMnify
2.3.10 Eseye
2.3.11 floLIVE
2.3.12 Freeeway
2.3.13 iBASIS
2.3.14 JT IoT
2.3.15 Onomondo
2.3.16 Pelion
2.3.17 Pod Group (Giesecke+Devrient)
2.3.18 Transatel
2.3.19 Truphone
2.3.20 u-blox
2.3.21 Wireless Logic
2.4 LPWA networks
2.4.1 LoRa networks
2.4.2 Sigfox and network partners

3 The Americas

3.1 Regional market trends
3.1.1 United States and Canada
3.1.2 Brazil
3.1.3 Rest of Latin America
3.2 Mobile operators
3.2.1 AT&T
3.2.2 Verizon
3.2.3 T-Mobile USA
3.2.4 Rogers Communications
3.2.5 Bell
3.2.6 TELUS
3.2.7 América Móvil
3.2.8 Vivo and Telefónica Hispam
3.2.9 Other mobile operators in Latin America
3.3 IoT managed service providers
3.3.1 Aeris
3.3.2 Blues Wireless
3.3.3 Hologram
3.3.4 KORE Wireless
3.3.5 Sierra Wireless
3.3.6 Telit
3.3.7 Twilio
3.4 LPWA networks
3.4.1 LoRaWAN networks
3.4.2 Sigfox and network partners

4 Asia-Pacific

4.1 Regional market trends
4.1.1 China
4.1.2 Japan and South Korea
4.1.3 Australia and New Zealand
4.1.4 India
4.1.5 Southeast Asia
4.2 Mobile operators
4.2.1 China Mobile
4.2.2 China Unicom
4.2.3 China Telecom
4.2.4 SoftBank
4.2.5 NTT Docomo
4.2.6 KDDI
4.2.7 SK Telecom
4.2.8 KT
4.2.9 Telstra
4.2.10 Singtel
4.2.11 Vodafone Idea
4.3 IoT managed service providers
4.3.1 Plintron
4.3.2 Quectel
4.3.3 Soracom
4.3.4 Tata Communications
4.4 LPWA networks
4.4.1 LoRa networks
4.4.2 Sigfox networks

5 Middle East & Africa

5.1 Regional market trends
5.1.1 Middle East
5.1.2 Africa
5.2 Mobile operators
5.2.1 e&
5.2.2 MTN
5.2.3 Ooredoo
5.2.4 Turkcell
5.2.5 Vodacom
5.2.6 Zain
5.3 IoT managed service providers
5.3.1 Flickswitch
5.4 LPWA networks
5.4.1 LoRa networks
5.4.2 Sigfox networks

6 Satellite IoT communications

6.1 Introduction to satellite IoT networks
6.2 Market analysis
6.3 Satellite IoT operator market shares
6.4 European satellite operators
6.4.1 Astrocast
6.4.2 Eutelsat
6.4.3 Inmarsat
6.4.4 Kineis
6.4.5 Lacuna Space
6.4.6 Additional satellite connectivity providers
6.5 North American satellite operators
6.5.1 Globalstar
6.5.2 Iridium
6.5.3 Kepler Communications
6.5.4 Orbcomm
6.5.5 Swarm Technologies
6.5.6 Additional satellite connectivity providers
6.6 Chinese satellite operators
6.6.1 CASC and CASIC
6.6.2 Commsat
6.6.3 Galaxy Space
6.6.4 Head Aerospace
6.6.5 Additional satellite connectivity providers
6.7 Rest of World satellite operators
6.7.1 Fleet Space Technologies
6.7.2 Myriota
6.7.3 Sky and Space Company
6.7.4 Thuraya
6.7.5 Additional satellite connectivity providers

7 Market forecasts and trends

7.1 Industry trends

7.1.1 Top ten mobile operators manage 1.8 billion cellular IoT subscribers
7.1.2 IoT revenues continue to grow slower than connections
7.1.3 IoT managed service providers connect 100+ million cellular devices
7.1.4 International carriers enter the cellular IoT market
7.1.5 New entrants disrupt distribution channels
7.1.6 IoT MVNOs are driving consolidation in the IoT connectivity market

7.2 Geographic markets

7.2.1 Global market summary
7.2.2 Europe
7.2.3 North America
7.2.4 Latin America
7.2.5 Asia-Pacific
7.2.6 Middle East & Africa

7.3 Vertical markets

7.3.1 Connected cars on the rise
7.3.2 Telematics giants increasingly dominate the fleet management industry
7.3.3 The opportunity to create smarter and safer cities
7.3.4 Smart metering turns to new LPWA options for deployments in the 2020s
7.3.5 Asset tracking to drive the second wave of LPWA deployments
7.3.6 Consumer-grade tracking solutions have mass-market potential
7.3.7 Connected healthcare reaches the masses
7.3.8 Connected video cameras to become one of the early volume 5G use cases

7.4 Technology trends

7.4.1 Cellular technologies dominate wireless IoT
7.4.2 NB-IoT deployments remain concentrated to China
7.4.3 RedCap will accelerate the adoption of 5G in IoT
7.4.4 Distributed core networks facilitate global IoT connectivity services
7.4.5 Private cellular to grow from a niche into a substantial market
7.4.6 eSIM adoption is gathering pace as the standard matures Glossary

List of Figures

Figure 1.1: Comparison of LTE IoT specifications……….4
Figure 1.2: Cost and capabilities of 5G NR devices ………..8
Figure 1.3: Number of LTE-M and NB-IoT networks (World 2018–2021)…..10
Figure 1.4: Select Sigfox network operators by country ……….15
Figure 1.5: MSS operator data services and coverage ……..17
Figure 1.6: IoT connectivity management platform by mobile operator (Q4-2021)…..19
Figure 1.7: Comparison between traditional SIM and eUICC lifecycle models …….22
Figure 1.8: Operators with international numbering resources assigned by ITU…..24
Figure 1.9: Mobile operator M2M/IoT alliances (Q2-2022)…….27
Figure 2.1: Europe cellular IoT connectivity market data (Q4-2021)……..32
Figure 2.2: Western Europe cellular IoT connectivity market data (Q2-2021)……34
Figure 2.3: Germany cellular IoT connectivity market data (2018–2021)…..35
Figure 2.4: Italy cellular IoT connectivity market data (2017–2021) ………36
Figure 2.5: France cellular IoT connectivity market data (2017–2021)…..37
Figure 2.6: UK cellular IoT connectivity market data (2016–2020)…….38
Figure 2.7: Spain & Portugal cellular IoT connectivity market data (2017–2021) ….39
Figure 2.8: Benelux cellular IoT market connectivity data (2017–2021)…….39
Figure 2.9: Nordics cellular IoT market connectivity data (2017–2021) …….40
Figure 2.10: Sweden cellular IoT data traffic and revenues (2018–2021) ….41
Figure 2.11: Central & Eastern Europe cellular IoT connectivity market data (Q2-2021) ….42
Figure 2.12: Russia & CIS cellular IoT market connectivity data (2017–2021)…..43
Figure 2.13: Vodafone Group IoT business KPIs (FY2019–FY2022)……..46
Figure 2.14: Orange cellular IoT subscribers by country (2016–2021)….52
Figure 2.15: Telefónica IoT subscribers by country (2016–2021) ……..55
Figure 2.16: Financial data for Telenor Connexion (2013–2020) ………57
Figure 2.17: KPN IoT business KPIs (2017–2021)……..64
Figure 2.18: Telia Company IoT subscribers by country (2017–2021) ….69
Figure 2.19: IoT managed service providers in Europe by installed base (Q4-2021)..73
Figure 2.20: Eseye’s Infinity IoT Connectivity Management Platform …… 83
Figure 2.21: Eseye’s AnyNet+ solution vs. standard eUICC ……. 84
Figure 2.22: The floCONTROL dashboard ……….. 85
Figure 2.23: u-blox Thingstream platform overview ……… 94
Figure 2.24: Public LoRaWAN network operators in Europe (Q2-2022)…… 97
Figure 2.25: Sigfox network operators in Europe (Q2-2022)…….. 99
Figure 3.1: The Americas cellular IoT connectivity market data (Q4-2021) ……. 102
Figure 3.2: US cellular IoT connectivity market data (2017–2021)……… 103
Figure 3.3: Brazil cellular IoT market connectivity data (2017–2021)….. 104
Figure 3.4: Estimated number of IoT subscribers in Latin America ex. Brazil (2021) ….105
Figure 3.5: Telefónica IoT subscribers in Latin America by country (2017–2021) …..114
Figure 3.6: IoT managed service providers in North America by installed base (2021) ….116
Figure 3.7: LPWA network operators in the Americas (Q2-2022)……. 125
Figure 4.1: Asia-Pacific cellular IoT connectivity market data (Q4-2021)……. 128
Figure 4.2: China cellular IoT connectivity market data (2017–2021) …. 129
Figure 4.3: Japan cellular IoT connectivity market data (2017–2021)…. 131
Figure 4.4: Cellular IoT subscribers by application category (South Korea, Q4-2021)..132
Figure 4.5: China Mobile IoT business KPIs (2017–2021)…… 136
Figure 4.6: China Unicom IoT business KPIs (2017–2021)…….. 138
Figure 4.7: China Telecom IoT business KPIs (2017–2021)……. 140
Figure 4.8: Telstra IoT business KPIs (2016–2021) …….. 148
Figure 4.9: Public LoRaWAN network operators in Asia-Pacific (Q2-2022) ……. 155
Figure 4.10: Sigfox network operators in Asia-Pacific (Q2-2022)……. 156
Figure 5.1: Middle East & Africa cellular IoT connectivity market data (Q2-2021)…..157
Figure 5.2: Turkey cellular IoT market connectivity data (2017–2021)……. 158
Figure 5.3: Vodacom IoT business KPIs (FY2018–FY2022)……. 164
Figure 5.4: Public LoRaWAN network operators in Middle East & Africa (Q2-2022) …..167
Figure 5.5: Sigfox network operators in Middle East & Africa (Q2-2022)……. 168
Figure 6.1: The main satellite orbits………… 173
Figure 6.2: Satellite network operators by IoT subscriber base (Q4-2021)…. 176
Figure 7.1: Top 10 mobile operators by IoT connections (World Q4-2021)……. 208
Figure 7.2: Top mobile operators by IoT connectivity revenues (World 2021) …… 209
Figure 7.3: Top 10 IoT managed service providers by IoT connections (Q4-2021)…210
Figure 7.4: Merger & acquisition activity in the IoT connectivity market (2018–2022)…213
Figure 7.5: Key regional markets for cellular IoT (Q4-2021)…….214
Figure 7.6: Monthly ARPU data for cellular IoT by country (2021)………215
Figure 7.7: Cellular IoT subscriber forecast, by region (World 2020–2026)…….217
Figure 7.8: Cellular IoT connectivity revenue forecast, by region (World 2020–2026)…218
Figure 7.9: Cellular IoT subscriber forecast, by vertical (Europe 2020–2026) …….219
Figure 7.10: Cellular IoT connectivity revenue forecast, by vertical (Europe 2020–2026) …..220
Figure 7.11: Cellular IoT subscriber forecast, by vertical (NA 2020–2026) ….222
Figure 7.12: Cellular IoT connectivity revenue forecast, by vertical (NA 2020–2026)….223
Figure 7.13: Cellular IoT subscriber forecast, by vertical (Latin America 2020–2026) …224
Figure 7.14: Cellular IoT connectivity revenue forecast, by vertical (LATAM 2020–2026) …..225
Figure 7.15: Cellular IoT subscriber forecast, by vertical (APAC 2020–2026)….226
Figure 7.16: Cellular IoT connectivity revenue forecast, by vertical (APAC 2020–2026)….227
Figure 7.17: Cellular IoT subscriber forecast, by vertical (MEA 2020–2026)……228
Figure 7.18: Cellular IoT connectivity revenue forecast, by vertical (MEA 2020–2026) …..229
Figure 7.19: Cellular IoT subscriber forecast, by vertical (World 2020–2026)….231
Figure 7.20: Cellular IoT connectivity revenue forecast, by vertical (World 2020–2026) …232
Figure 7.21: Top five cellular IoT connectivity providers for connected cars (Q4-2021)….233
Figure 7.22: Top 25 international providers of fleet management solutions (Q4-2020)…..234
Figure 7.23: Cellular IoT connections by network technology (World 2020–2026) …243
Figure 7.24: Non-cellular IoT connections by technology (World 2020–2026)……244


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