出版：Kaleido Intelligence（カレイドインテリジェンス） 出版年月：2024年3月
TRANSPORT & LOGISTICS OPPORTUNITIES & FORECASTS
輸送＆物流におけるセルラーIoTの機会と予測
CELLULAR IOT CONNECTIVITY SERIES
| ページ数 | 44 |
| 価格 | GBP 2,500 |
| ベーシックライセンス | |
| 種別 | 英文調査報告書 |
Report Overview
Research Highlights:
- Connectivity trends across the transport and logistics industry
- Cellular connectivity insights for automotive industry players
- Extensive industry findings from Kaleido’s IoT Connectivity Survey
- Forecasts for cellular connections and data revenues from across the transportation industry
The new report in Kaleido Intelligence’s Vertical Sector Connectivity series presents the market for cellular connectivity in the automotive and logistics sectors. This sector has been one of the largest sectors adopting connectivity in various ways, and the report outlines how this can be taken further and expanded, for use cases ranging from telematics to goods tracking and warehouse connectivity.
Based on direct feedback from transportation and logistics stakeholders surveyed in Kaleido’s latest IoT connectivity survey of 800 enterprises, the report provides valuable insights showcasing requirements and expectations surrounding the provision of connectivity in a transport and logistics context. In addition, the report highlights the impact of macro technology trends on the industry’s use of connectivity in the coming years.
The 44-page concise report provides forecasts for transportation cellular connections split by use case, and regional and country markets. In addition, readers will gain insight into the growth of data usage and IoT connectivity revenues in these industries.
The PDF report provides market data at a global & regional level for the following metrics:
- Number of transportation and logistics cellular connections across vehicle telematics, infotainment, goods tracking, eMobility and other transport and logistics use cases
- Transport and logistics data volume
- Airtime revenues from transport and logistics cellular connectivity
Readers will receive the following insights:
- How key macro trends are affecting the adoption of connectivity for the transport and logistics industry
- What features and types of connectivity are most appealing to the transport and logistics sector
- What the best sectors are for a variety of connectivity types and associated business models
- How the desire for sustainability, both from industry and consumer perspectives, is shaping the needs of this industry
This report provides market sizing and forecasts for cellular connectivity across the logistics sector, projecting connection volume and revenue.
Press Release
IN-VEHICLE INFOTAINMENT CONNECTIVITY TO EXCEED $35 BILLION IN REVENUE BY 2028
London, 26th March 2024 – A new report by connectivity experts Kaleido Intelligence forecasts that in-vehicle infotainment connectivity revenue will grow by an average of 40% each year between 2023 and 2028. This growth will exceed that of most other sectors in the automotive, transport and logistics connectivity market.
Infotainment Generates Massive Data, Unstable Revenue
Kaleido’s latest report, Cellular IoT Connectivity Series: Transport & Logistics Opportunities & Forecasts 2023-2028, shows that the high data consumption of infotainment, totalling over 1 exabyte per annum from 2027, will dwarf many other connectivity sectors, even with provisions within many platforms that require Wi-Fi to be used in some situations.
The report notes that infotainment’s integrated data consumption will increase further as several automakers attempt to bring more functions into the vehicles and away from tethering platforms like Android Auto and Apple CarPlay. However, particularly in the initial phase of this change, much of the connectivity cost will ultimately be a cost to automakers, as customers take up free trial opportunities and cancel when the subscription charges begin.
Telematics to Remain the Biggest Sector
Telematics, the transmission of data relating to the location and condition of a vehicle, will grow to over 600 million connections by 2028, the largest subsector of the industry. These will grow increasingly more sophisticated, but the implementation of edge computing in many logistics vehicles will limit the data transfers required. As such, Kaleido believes that connectivity revenue from this sector will only exceed $5 billion by 2028.
“The telematics subsector has been the bedrock of much automotive connectivity,” remarked research author James Moar. “However, the key to monetisation of that data has been at the platform level, often captured by software providers. If they don’t provide this themselves, telcos and other connectivity providers need to offer VAS that improves the value of the transmitted data, rather than generating more of it.”
Cargo Tracking Faces Sustainability Concerns & Competition
Kaleido forecasts that cargo tracking will account for over 60 million connections in 2028, more than double 2023’s volume. This will be bolstered to a degree by cellular smart labels, which are just starting to scale and has a huge addressable market, but the report notes that these are both competing with unlicensed technology offering similar functions and with the perception that single-use electronics are wasteful. This will dampen enthusiasm for the sector, restricting aggregate growth to 23% per annum over the forecast period.
Report Overview
Table of Contents