世界のM2M／IoT通信市場　第8版

出版：Berg Insight（ベルグインサイト社）　出版年月：2023年7月

The Global M2M/IoT Communications Market – 8th Edition
世界のM2M／IoT通信市場　第8版

レポート目次　　お問合せ・ご注文　価格・納期について

Berg Insight（ベルグインサイト）「世界のM2M／IoT通信市場　第8版） – The Global M2M/IoT Communications Market – th 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、2027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
• 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
• 2027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
      1. LoRaネットワーク
      2. SigFox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

Report Overview

Berg Insight estimates that the global number of cellular IoT subscribers increased by 27 percent during 2022 to reach 2.7 billion at the end of the year. Until 2027, the number of cellular IoT subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 15.4 percent to reach 5.4 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 220-page report.

Highlights from the report:

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/3G mobile networks
1.1.8 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 and Eastern Europe
2.2 Mobile operators
2.2.1 A1 Telekom Austria
2.2.2 Altice Group
2.2.3 Bouygues Telecom
2.2.4 BT Group
2.2.5 CK Hutchison Group Telecom
2.2.6 Deutsche Telekom
2.2.7 KPN
2.2.8 MegaFon
2.2.9 MTS
2.2.10 Orange
2.2.11 Manx Telecom
2.2.12 POST Luxembourg
2.2.13 Proximus
2.2.14 Tele2
2.2.15 Telecom Italia
2.2.16 Telefónica
2.2.17 Telenor
2.2.18 Telia Company
2.2.19 Vodafone
2.3 IoT managed service providers
2.3.1 1NCE
2.3.2 1oT
2.3.3 Airnity
2.3.4 BICS
2.3.5 Caburn Group (CSL Group)
2.3.6 Com4 (Wireless Logic)
2.3.7 Cubic Telecom
2.3.8 CSL Group
2.3.9 EMnify
2.3.10 Eseye
2.3.11 floLIVE
2.3.12 Freeeway
2.3.13 iBASIS
2.3.14 Onomondo
2.3.15 Pelion
2.3.16 Pod Group (Giesecke+Devrient)
2.3.17 Transatel
2.3.18 Truphone
2.3.19 Velos IoT
2.3.20 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 Bell
3.2.3 Verizon
3.2.4 T-Mobile USA
3.2.5 Rogers Communications
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 (Semtech)
3.3.6 Telit Cinterion
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 KDDI
4.2.5 KT
4.2.6 NTT Docomo
4.2.7 Singtel
4.2.8 SK Telecom
4.2.9 SoftBank
4.2.10 Telstra
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 Ligado Networks
6.5.5 Orbcomm
6.5.6 Swarm Technologies
6.5.7 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 Aerospac
6.6.5 Additional satellite connectivity providers
6.7 Rest of World satellite operators
6.7.1 Fleet Space Technologies
6.7.2 Innova Space
6.7.3 Myriota
6.7.4 Sky and Space Company
6.7.5 Thuraya
6.7.6 Additional satellite connectivity providers

7 Market Forecasts and Trends

7.1 Industry trends
7.1.1 Top ten mobile operators manage 2.3 billion cellular IoT subscribers
7.1.2 IoT revenues continue to grow slower than connections
7.1.3 IoT managed service providers connect 150+ 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 Home energy and EV charging solutions to become new volume segments
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
7.4.7 Mobile operators partner with satellite IoT players to extend coverage

Glossary

List of Figures

Figure 1.1: Comparison of LTE-M and NB-IoT specifications ………… 5
Figure 1.2: Technology positioning of RedCap in relation to eMBB, URLLC and mMTC … 8
Figure 1.3: The number of LTE-M and NB-IoT networks (World 2018–2022) ……. 10
Figure 1.4: Select Sigfox network operators by country………. 14
Figure 1.5: MSS operator data services and coverage ……….. 15
Figure 1.6: IoT connectivity management platform by mobile operator (Q4-2022) …. 17
Figure 1.7: Comparison between traditional SIM and eUICC lifecycle models….. 20
Figure 1.8: Mobile operator M2M/IoT alliances (Q2-2023) ………… 23
Figure 2.1: Europe cellular IoT connectivity market data (Q4-2022)……… 27
Figure 2.2: Western Europe cellular IoT connectivity market data (Q2-2022)……. 29
Figure 2.3: Germany cellular IoT connectivity market data (2019–2022)…….. 30
Figure 2.4: Italy cellular IoT connectivity market data (2018–2022) ………. 30
Figure 2.5: France cellular IoT connectivity market data (2018–2022)……… 31
Figure 2.6: UK cellular IoT connectivity market data (2017–2021) ……… 32
Figure 2.7: Spain & Portugal cellular IoT connectivity market data (2018–2022)….. 32
Figure 2.8: Benelux cellular IoT market connectivity data (2018–2022)……. 33
Figure 2.9: Nordics cellular IoT market connectivity data (2018–2022) ……. 34
Figure 2.10: Sweden cellular IoT data traffic and revenues (2019–2022)…….. 34
Figure 2.11: Central & Eastern Europe cellular IoT connectivity market data (Q2-2022).. 35
Figure 2.12: Russia cellular IoT market data (2018–2022) ………… 36
Figure 2.13: Orange cellular IoT subscribers by country (2017–2022) …….. 46
Figure 2.14: Telefónica cellular IoT connections by country (2017–2022)…… 52
Figure 2.15: Financial data for Telenor Connexion (2021–2022)……… 54
Figure 2.16: Telia Company IoT subscribers by country (2018–2022)……… 56
Figure 2.17: IoT managed service providers in Europe by installed base (Q4-2022)…. 60
Figure 2.18: Eseye’s SMARTconnect solution…………. 69
Figure 2.19: Eseye’s Infinity IoT Connectivity Management Platform ……. 71
Figure 2.20: The floCONTROL dashboard……………. 72
Figure 2.21: Public LoRaWAN network operators in Europe (Q2-2023) …… 80
Figure 2.22: Sigfox network operators in Europe (Q2-2023)………… 82
Figure 3.1: The Americas cellular IoT connectivity market data (Q4-2022)…….. 84
Figure 3.2: US cellular IoT connectivity market data (2018–2022)……… 85
Figure 3.3: Brazil cellular IoT market connectivity data (2018–2022)…….. 86
Figure 3.4: Estimated number of IoT subscribers in Latin America ex. Brazil (2022)….. 87
Figure 3.5: Telefónica cellular IoT connections in Latin America by country (2018–2022).. 95
Figure 3.6: IoT managed service providers in North America by installed base (2022)…. 96
Figure 3.7: Public LoRaWAN network operators in the Americas (Q2-2023)…… 103
Figure 3.8: Amazon Sidewalk network coverage…………. 103
Figure 3.9: Total onboarded Helium LoRaWAN gateways ………. 104
Figure 3.10: Sigfox network operators in the Americas (Q2-2023)………. 105
Figure 4.1: Asia-Pacific cellular IoT connectivity market data (Q4-2022) …… 108
Figure 4.2: China cellular IoT connectivity market data (2018–2022)……… 109
Figure 4.3: Japan cellular IoT connectivity market data (2018–2022)…….. 110
Figure 4.4: Cellular IoT subscribers by application category (South Korea, Q4-2022)… 111
Figure 4.5: China Mobile IoT business KPIs (2018–2022)……….. 114
Figure 4.6: China Unicom IoT business KPIs (2018–2022) ………… 116
Figure 4.7: China Telecom IoT business KPIs (2018–2022)……….. 118
Figure 4.8: Telstra IoT business KPIs (2017–2022) ………… 125
Figure 4.9: IoT managed service providers in Asia-Pacific by installed base (2022) … 126
Figure 4.10: Public LoRaWAN network operators in Asia-Pacific (Q2-2023)……. 130
Figure 4.11: Sigfox network operators in Asia-Pacific (Q2-2023)……… 131
Figure 5.1: Middle East & Africa cellular IoT connectivity market data (Q2-2022) …. 133
Figure 5.2: Turkey cellular IoT market connectivity data (2018–2022)……. 134
Figure 5.3: Vodacom IoT business KPIs (FY2019–FY2023) ……….. 139
Figure 5.4: Public LoRaWAN network operators in Middle East & Africa (Q2-2023)…. 141
Figure 5.5: Sigfox network operators in Middle East & Africa (Q2-2023)…… 142
Figure 6.1: The main satellite orbits …………… 146
Figure 6.2: Satellite network operators by IoT subscriber base (Q4-2022)…… 148
Figure 7.1: Top 10 mobile operators by IoT connections (World Q4-2022)…….. 177
Figure 7.2: Top mobile operators by IoT connectivity revenues (World 2022)…. 178
Figure 7.3: Top 10 IoT managed service providers by IoT connections (Q4-2022)….. 180
Figure 7.4: Merger & acquisition activity in the IoT connectivity market (2017–2023) …. 182
Figure 7.5: Key regional markets for cellular IoT (Q4-2022)……….. 183
Figure 7.6: Monthly ARPU data for cellular IoT by country (2022) ………. 184
Figure 7.7: Cellular IoT subscriber forecast, by region (World 2021–2027)…….. 185
Figure 7.8: Cellular IoT connectivity revenue forecast, by region (World 2021–2027)…. 186
Figure 7.9: Cellular IoT subscriber forecast, by vertical (Europe 2021–2027)….. 187
Figure 7.10: Cellular IoT connectivity revenue forecast, by vertical (Europe 2021–2027) …. 188
Figure 7.11: Cellular IoT subscriber forecast, by vertical (NA 2021–2027)……. 189
Figure 7.12: Cellular IoT connectivity revenue forecast, by vertical (NA 2021–2027) ….. 190
Figure 7.13: Cellular IoT subscriber forecast, by vertical (LATAM 2021–2027)…… 191
Figure 7.14: Cellular IoT connectivity revenue forecast, by vertical (LATAM 2021–2027).. 192
Figure 7.15: Cellular IoT subscriber forecast, by vertical (APAC 2021–2027)….. 193
Figure 7.16: Cellular IoT connectivity revenue forecast, by vertical (APAC 2021–2027)…. 194
Figure 7.17: Cellular IoT subscriber forecast, by vertical (MEA 2021–2027)……. 195
Figure 7.18: Cellular IoT connectivity revenue forecast, by vertical (MEA 2021–2027)… 196
Figure 7.19: Cellular IoT subscriber forecast, by vertical (World 2021–2027)….. 197
Figure 7.20: Cellular IoT connectivity revenue forecast, by vertical (World 2021–2027)…. 198
Figure 7.21: Top five cellular IoT connectivity providers for connected cars (Q4-2022)…. 199
Figure 7.22: Top 25 international providers of fleet management solutions (Q4-2021).. 200
Figure 7.23: Cellular IoT connections by network technology (World 2021–2027)…… 207
Figure 7.24: Non-cellular IoT connections by technology (World 2021–2027) …… 208
Figure 7.25: Cost comparison between high-speed 4G LTE modules and 5G modules… 209
Figure 7.26: eSIM shipments (World 2018–2022)………… 211
Figure 7.27: Announced satellite IoT partnerships …………. 212