セルラーと省電力広域無線技術（LPWA）対応IoT機器のエコシステム（第4版）

サマリー

スウェーデンの調査会社ベルグインサイト社（Berg Insight）の調査レポート「セルラーと省電力広域無線技術（LPWA）対応IoT機器のエコシステム（第4版）」は、セルラーと省電力広域無線技術（LPWA)対応IoT機器市場を調査し、2024年までの予測結果を提供しています。

目次（抜粋）

• モノのインターネットの広域無線ネットワーク
• 3GPPのエコシステム
• LoRaのエコシステム
• Sigfoxのエコシステム
• 802.15.4 WANのエコシステム
• 産業垂直市場セグメント
• 市場予測と動向

Description

The Internet of Things is weaving a new worldwide web of interconnected objects. As of Q1-2020, about 1.9 billion devices were connected to wide area networks based on cellular or LPWA technologies. The market is highly diverse and divided into multiple ecosystems. Berg Insight forecasts that annual shipments of cellular and non-3GPP LPWA IoT modules will grow at a compound annual growth rate (CAGR) of 19.5 percent from 344 million units in 2019 to 839 million units in 2024. Get up to date with the latest trends from all main regions and vertical markets with this unique 130 page report.

目次

Table of Contents

Table of Contents ................................................. i
List of Figures ................................................... v

Executive summary ................................................ 1

1 Wide area networks for the Internet of Things .............................. 3

1.1 Which things will be connected to wide area networks? .................... 3
1.1.1 Utility meters ........................................... 4
1.1.2 Motor vehicles ........................................... 4
1.1.3 Buildings .............................................. 5
1.1.4 Low value assets ? Industry 4.0 and consumer products ............... 6
1.1.5 Future opportunities in smart cities ............................. 7
1.2 What are the technology options? ................................. 8
1.2.1 Network deployment models ................................ 8
1.2.2 Unlicensed and licensed frequency bands ........................ 10
Which are the leading technology ecosystems?...................... 11

2 3GPP ecosystem ............................................. 13

2.1 Technology characteristics ..................................... 13
2.1.1 3GPP Release 13 - Introducing LTE-M and NB-IoT ................... 15
2.1.2 3GPP Release 14 - IoT enhancements and C-V2X .................... 15
2.1.3 3GPP Release 15 - The first phase of 5G specifications ............... 17
2.1.4 3GPP Release 16 - URLLC enhancements, IIoT features and 5G NR C-V2X .... 17
2.1.5 Network footprint ........................................ 17
2.1.6 2G mobile networks ...................................... 18
2.1.7 3G/4G mobile networks ................................... 18
2.1.8 4G mobile IoT networks (LTE-M and NB-IoT) ....................... 19
2.1.9 5G mobile networks ...................................... 21
2.2 Semiconductor vendors ...................................... 21
2.2.1 Altair Semiconductor (Sony) .................................. 24
2.2.2 HiSilicon (Huawei) ...................................... 24
2.2.3 Intel ................................................. 25
2.2.4 MediaTek .............................................. 27
2.2.5 Qualcomm ............................................ 28
2.2.6 Sequans Communications .................................. 30
2.2.7 UNISOC ............................................. 31
2.2.8 Other semiconductor vendors ............................... 32
2.3 Module vendors .......................................... 35
2.3.1 Cheerzing ............................................. 37
2.3.2 Fibocom ............................................ 37
2.3.3 Gosuncn WeLink ........................................ 39
2.3.4 MeiG Smart Technology .................................. 41
2.3.5 Neoway .............................................. 43
2.3.6 Nordic Semiconductor ..................................... 45
2.3.7 Quectel .............................................. 46
2.3.8 Sierra Wireless ......................................... 49
2.3.9 Sunsea AIoT (SIMCom & Longsung) ........................... 52
2.3.10 Telit ................................................. 55
2.3.11 Thales ................................................ 58
2.3.12 u-blox .............................................. 62
2.3.13 Other cellular IoT module vendors ............................ 64

3 LoRa ecosystem .............................................. 69

3.1 Technology characteristics ..................................... 69
3.2 Network footprint ........................................... 70
3.2.1 Europe ............................................... 71
3.2.2 Asia-Pacific ........................................... 72
3.2.3 The Americas........................................... 73
3.2.4 Middle East & Africa ...................................... 74
3.3 Semiconductor and module vendors .............................. 75
3.3.1 Semtech ............................................ 76
3.3.2 Other semiconductor vendors ............................... 78
3.3.3 LoRa module vendors ...................................... 79

4 Sigfox ecosystem ............................................. 83

4.1 Technology characteristics ..................................... 83
4.2 Network footprint ........................................... 85
4.2.1 Europe ............................................... 85
4.2.2 The Americas .......................................... 87
4.2.3 Asia-Pacific ........................................... 88
4.2.4 Middle East & Africa ...................................... 89
4.2.5 Global satellite coverage planned in collaboration with Eutelsat ........... 89
Semiconductor and module vendors .............................. 90
4.3.1 Semiconductor vendors ................................... 90
4.3.2 Sigfox module vendors .................................... 91

5 802.15.4 WAN ecosystem ......................................... 97

5.1 Technology characteristics ..................................... 97
5.1.1 IPv6 connectivity stacks based on 802.15.4 ...................... 98
5.1.2 Wi-SUN .............................................. 98
5.1.3 ZigBee ............................................... 99
5.2 Network footprint ......................................... 100
5.3 Chipsets and modules ....................................... 101

6 Vertical market segments ....................................... 103

6.1 Motor vehicles .......................................... 103
6.1.1 OEM connected car applications ............................ 103
6.1.2 Aftermarket connected car applications .......................... 105
6.2 Energy & Infrastructure ...................................... 106
6.2.1 Smart electricity metering ................................. 106
6.2.2 Smart gas and water metering ................................ 108
6.2.3 Smart cities ............................................ 109
6.3 Industry & Transport ....................................... 110
6.4 Healthcare ............................................. 112
6.5 Other ................................................ 113
6.5.1 Buildings & security ..................................... 113
6.5.2 Consumer products .................................... 113
6.5.3 Payments ............................................ 115

7 Market forecasts and trends ...................................... 117

7.1 Market summary .......................................... 117
7.2 3GPP family .............................................. 119
7.2.1 Cellular IoT module market forecast .......................... 120
7.2.2 Europe ............................................. 122
7.2.3 North America .......................................... 123
7.2.4 Latin America ......................................... 125
7.2.5 Asia-Pacific ............................................ 126
7.2.6 Middle East & Africa .................................... 130
7.3 LoRa ................................................. 130
7.4 Sigfox .................................................. 132
7.5 802.15.4 WAN ........................................... 133

Glossary .................................................... 135

List of Figures

Figure 1.1: Top wide area IoT target segments (2019) .......................... 4
Figure 1.2: Building stock by category (EU28+2/US 2019) ...................... 5
Figure 1.3: Unlicensed and reserved radio frequencies available for wireless IoT ......... 10
Figure 2.1: Comparison of LTE IoT enhancements in 3GPP Release 14 ............... 16
Figure 2.2: LTE-M network availability (Q1-2020) .............................. 19
Figure 2.3: Select NB-IoT network availability (Q1-2020) ........................ 20
Figure 2.4: Cellular device value chain .................................. 22
Figure 2.5: Top cellular IoT module vendors, by revenues and shipments (World 2019) .... 36
Figure 2.6: Fibocom’s embedded cellular IoT modules (Q2-2020) ................. 38
Figure 2.7: Gosuncn WeLink’s embedded cellular IoT modules (Q2-2020) ............. 40
Figure 2.8: MeiG’s embedded cellular IoT modules (Q2-2020) .................... 42
Figure 2.9: Neoway’s embedded cellular IoT modules (Q2-2020) ................... 44
Figure 2.10: Select Quectel cellular IoT modules (Q2-2020) ..................... 47
Figure 2.11: Sierra Wireless’ device-to-cloud offering .......................... 50
Figure 2.12: Sierra Wireless’ embedded cellular modules (Q1-2020) ................ 51
Figure 2.13: SIMCom’s and Longsung’s embedded cellular IoT modules (Q2-2020) ...... 54
Figure 2.14: Telit’s embedded cellular IoT modules (Q2-2020) .................... 57
Figure 2.15: Thales’ embedded cellular IoT modules (Q2-2020) .................. 60
Figure 2.16: u-blox’ embedded cellular IoT modules (Q2-2020)................... 63
Figure 3.1: LoRaWAN network architecture ................................ 70
Figure 3.2: Public LoRaWAN network operators in Europe (Q1-2020) ............... 71
Figure 3.3: Public LoRaWAN network operators in Asia-Pacific (Q1-2020) .............. 73
Figure 3.4: Public LoRaWAN network operators in the Americas (Q1-2020) ............ 74
Figure 3.5: Public LoRaWAN network operators in Middle East & Africa (Q1-2020) ...... 75
Figure 3.6: Semtech’s LoRa business KPIs (2018-2021E) ........................ 77
Figure 3.7: List of LoRa modules by vendor (Q2-2020) ........................ 79
Figure 4.1: Sigfox network architecture .................................... 84
Figure 4.2: Sigfox network partners in Europe (Q1-2020) ....................... 86
Figure 4.3: Sigfox networks in the Americas (Q1-2020) .......................... 87
Figure 4.4: Sigfox networks in Asia-Pacific and MEA (Q1-2020) ................... 88
Figure 4.5: List of Sigfox module vendors by supported regions (Q1-2020) ............ 92
Figure 5.1: Major 802.15.4 networking platforms for smart metering (2020) .......... 100
Figure 6.1: OEM telematics attach rates in new vehicles, by region (2019/2024) ........ 104
Figure 6.2: Projected smart meter penetration in key markets (2024) .............. 107
Figure 7.1: Cellular/LPWA IoT device shipment forecast, by region (World 2018-2024) ... 117
Figure 7.2: Cellular/LPWA IoT device shipment forecast, by technology (2018-2024) ...... 118
Figure 7.3: Cellular IoT module shipments, by region (World 2018-2024) ............. 120
Figure 7.4: Cellular IoT module shipments, by network technology (World 2018-2024) ... 121
Figure 7.5: Cellular IoT module shipment forecast (Europe 2018-2024) ............. 122
Figure 7.6: Cellular IoT module shipment forecast (North America 2018-2024) .......... 124
Figure 7.7: Cellular IoT module shipment forecast (Latin America 2018-2024) ........ 126
Figure 7.8: Cellular IoT module shipment forecast (Asia-Pacific 2018-2024) ............ 127
Figure 7.9: Cellular IoT module shipment forecast (Middle East & Africa 2018-2024) .... 129
Figure 7.10: LoRa device shipments forecast (World 2018-2024) ................. 132
Figure 7.11: Sigfox device shipments forecast (World 2018-2024) .................. 133
Figure 7.12: 802.15.4 WAN device shipments forecast (World 2018-2024) ........... 134