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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2版)

Cellular and LPWA IoT Device Ecosystems – 2nd Edition

 

出版社 出版年月冊子体価格電子版価格 ページ数
Berg Insight
ベルグインサイト社
2018年5月Eur1,200Eur1,800
1-5ユーザライセンス(PDF)
120

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2版)」は、2G/3G/4G/5GセルラーとLoRa、Sigfox、802.15.4 WANといったモノのインターネット(IoT)の主要な広域無線ネットワーク技術について概説している。5年間の市場予測と、専門家のコメントを記載している。

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 Q1-2018, about a 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-cellular LPWA IoT devices will grow at a compound annual growth rate (CAGR) of 24.5 percent from 352.6 million units in 2017 to 1312.9 million units in 2023. Get up to date with the latest trends from all main regions and vertical markets with this unique 120 page report.


 

Cellular and LPWA IoT Device Ecosystems gives a comprehensive overview of the main wide area networking technologies for the Internet of Things – 2G/3G/4G/5G cellular, LoRa, Sigfox and 802.15.4 WAN.

This strategic research report from Berg Insight provides you with 120 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

Highlights from the report:

  • 360-degree overview of the main IoT wide area networking ecosystems.
  • Comparison of technologies and standards.
  • Updated profiles of the main suppliers of IoT chipsets and modules.
  • Cellular IoT module market data for 2017.
  • Early adoption trends for emerging LPWA technologies.
  • Cellular and non-cellular LPWA IoT device market forecast until 2023.

 

NB-IoT set to lead the LPWA market

The Internet of Things is weaving a new worldwide web of interconnected objects. By the end of 2018, approximately one billion devices will be connected to wide area networks based on cellular or LPWA technologies. The market is highly diverse and divided into multiple ecosystems. This report will focus on the four most prominent technology ecosystems for wide area IoT networking – the 3GPP ecosystem of cellular technologies, the emerging LPWA technologies LoRa and Sigfox and the 802.15.4 ecosystem.

The 3GPP family of cellular technologies support the biggest ecosystem in wide area IoT networking. Berg Insight estimates that the global number of cellular IoT subscribers increased by 56 percent during 2017 to reach 647.5 million at the end of the year – corresponding to around 8 percent of all mobile subscribers. Yearly shipments of cellular IoT devices increased by 82.2 percent in to 318.1 million units. Growth was fuelled by an exceptional market expansion in China, where the installed base of cellular IoT connections more than doubled.

The cellular IoT technology landscape is in a phase of rapid transformation. Developments in China accelerate a global shift from 2G/3G to 4G technologies. As the initial focus for 5G will be highbandwidth applications, Berg Insight believes that 4G will become the preferred platform for industrial IoT in the foreseeable future. The move from 2G to 4G began in North America with 3G as an intermediate technology. The region has seen rapid uptake of LTE CAT-1 since 2017 and CAT-M starting in 2018 at the same time as GPRS and CDMA are fading away. Europe will begin to see adoption of LTE CAT-1 in 2018, followed by an accelerated uptake of LTE-M and NB-IoT in 2019. China is moving fast from GPRS to NB-IoT in the mass-market segment with deployments expected to exceed 100 million units by the end of 2018. At the same time there will also be fast-growing demand for LTE CAT-1 and LTE-M, as well as LTE CAT-3+. 2G and 3G will be in steady decline in all developed markets with demand shifting to developing countries with limited availability of 4G networks. Berg Insight expects that 5G will become commercially available for IoT applications such as automotive in 2020.

LoRa is gaining momentum as a global connectivity platform for IoT devices. According to Semtech, the global installed base of LoRa devices was approximately 50 million at the beginning of 2018. The first major volume application segments are smart gas and water metering, where LoRa’s low power consumption matches the requirements for long-life battery operation. LoRa is also gaining traction for metropolitan area and local area IoT deployments as a platform for networking smart sensors in cities, buildings, manufacturing plants and similar. Semtech has stated that it generated in the range of US$ 42 million in revenues from LoRa chipsets in 2017 and expects to reach US$ 80–100 million in 2018. Berg Insight estimates that yearly shipments of LoRa devices were 17.1 million units in 2017. Until 2023, yearly shipments are forecasted to grow at a compound annual growth rate (CAGR) of 31.6 percent to reach 89.1 million units. Sigfox has very ambitious plans for establishing the technology bearing the company’s name as the leading global platform for ultra-narrow band IoT networks. In order to meet its strategic goals, Sigfox must be able to break into entirely new mass-volume device segments and prove its capability to create value by adding connectivity to things that never communicated before. At the end of 2017, Sigfox reported 2.5 million connected devices and issued a forecast to reach 6.0 million in 2018. In a positive scenario where early trials ramp up to large-scale commercial deployments, Berg Insight forecasts that shipments of Sigfox devices will grow at a compound annual growth rate (CAGR) of 94.3 percent from 1.2 million units in 2017 to 64.6 million units by 2023.

802.15.4 WAN is an established connectivity platform for private wide area wireless mesh networks used for applications such as smart metering. Faced with increasing competition from emerging LPWA standards, 802.15.4 WAN is however only expected to grow at moderate rate in the coming years. Berg Insight forecasts that shipments of 802.15.4 WAN devices will grow at a compound annual growth rate (CAGR) of 19.2 percent from 16.2 million units in 2017 to 46.6 million units by 2023. Smart metering is expected to account for the bulk of demand. Wi-SUN is the leading industry standard for smart electricity metering networks in North America, with adoption also spreading to Asia-Pacific and Europe.

This report answers the following questions:

  • How will the IoT wide area networking technology market evolve over the next five years?
  • Who are the new challengers in the cellular IoT module market?
  • Which new mass-volume segments can be addressed by lowcost LPWA technologies?
  • Why are the new standards LTE-M and NB-IoT so significant for the cellular IoT ecosystem?
  • How are Chinese national policies driving the migration from 2G to 4G?
  • When will 5G appear in the cellular IoT market?
  • What is the current installed base of LoRa and Sigfox?
  • What are the prospects for emerging LPWA technology standards?

 



目次

Executive Summary
 

1 Wide area networks for the Internet of Things
1.1 Which things will be connected to wide area networks?
1.1.1 Utility meters
1.1.2 Motor vehicles
1.1.3 Buildings
1.1.4 Low value assets – Industry 4.0 and consumer products
1.1.5 Future opportunities in smart cities and agriculture
1.2 What are the technology options?
1.2.1 Network architectures
1.2.2 Unlicensed and licensed frequency bands
1.3 Which are the leading technology ecosystems?

2 3GPP ecosystem
2.1 Technology characteristics
2.1.1 3GPP Release 13 – Introducing LTE-M and NB-IoT
2.1.2 3GPP Release 14 – IoT enhancements and V2X
2.1.3 3GPP Releases 15 and 16 – 5G phase 1 and 2
2.1.4 Network footprint
2.1.5 2G mobile networks
2.1.6 3G/4G mobile networks
2.1.7 4G-MTC mobile networks (eMTC/LTE-M and NB-IoT)
2.1.8 5G networks
2.2 Chipset vendors
2.2.1 Qualcomm
2.2.2 Mediatek
2.2.3 Unigroup Spreadtrum & RDA
2.2.4 Intel
2.2.5 HiSilicon
2.2.6 Sanechips Technology
2.2.7 Altair Semiconductors
2.2.8 Sequans Communications
2.2.9 Nordic Semiconductor
2.3 Module vendors
2.3.1 Sierra Wireless
2.3.2 Gemalto M2M
2.3.3 Telit
2.3.4 Quectel
2.3.5 Sunsea Telecommunications (SIMCom/ Longsung)
2.3.6 u-blox
2.3.7 Huawei
2.3.8 ZTE WeLink (Gosuncn)
2.3.9 Neoway
2.3.10 Fibcocom
2.3.11 Other cellular module vendors

3 LoRa ecosystem
3.1 Technology characteristics
3.2 Network footprint
3.2.1 Europe
3.2.2 Asia-Pacific
3.2.3 The Americas and Middle East & Africa
3.3 Chipset and module vendors
3.3.1 Semtech
3.3.2 LoRa module vendors

4 Sigfox ecosystem
4.1 Technology characteristics
4.2 Network footprint
4.2.1 Europe
4.2.2 The Americas
4.2.3 Asia-Pacific
4.2.4 Middle East & Africa
4.3 Chipset and module vendors
4.3.1 Chipset vendors
4.3.2 Sigfox module vendors

5 802.15.4 WAN ecosystem
5.1 Technology characteristics
5.1.1 IPv6 connectivity stacks based on 802.15.4
5.1.2 Wi-SUN
5.1.3 ZigBee
5.2 Network footprint
5.3 Chipsets and modules

6 Vertical market segments
6.1 Motor vehicles
6.1.1 OEM connected car applications
6.1.2 Aftermarket connected car applications
6.2 Energy & Infrastructure
6.2.1 Smart electricity metering
6.2.2 Smart gas and water metering
6.2.3 Smart cities
6.3 Industry & Transport
6.4 Other
6.4.1 Buildings & security
6.4.2 Consumer products
6.4.3 Payments

7 Market forecasts and trends
7.1 Market summary
7.2 3GPP family
7.2.1 Cellular IoT device market forecast
7.2.2 Europe
7.2.3 Americas
7.2.4 Asia-Pacific
7.2.5 Middle East & Africa
7.3 LoRa
7.4 Sigfox
7.5 802.15.4 WAN

Glossary

 

 

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プレスリリース

[プレスリリース原文]

2018-05-15
Berg Insight says NB-IoT device shipments will reach 613.2 million units in 2023
 

According to a new research report from IoT analyst firm Berg Insight, global shipments of NB-IoT devices will grow at a compound annual growth rate (CAGR) of 41.8 percent from 106.9 million units in 2018 to reach 613.2 million units in 2023. Strong growth is fueled by fast-growing demand in China where NB-IoT is set to replace 2G in mass-market applications. “China is driving a major paradigm shift in the global cellular IoT industry”, says Tobias Ryberg, senior analyst and author of the report. “The country has embarked on one of the world’s largest digital infrastructure projects that will result in billions of new connected devices in the coming five years. NB-IoT has been designated as the country’s preferred LPWA technology and plays a key role in the national policies.”

The transition from 2G to 4G is a global trend, accelerated by NB-IoT. In Europe, the leading mobile operators are making good progress towards ubiquitous coverage for NB-IoT. Vodafone has been among the leaders in the development of the standard and will roll out commercial services across all its networks until 2020. At the end of 2017, the operator had live NB-IoT services in Italy, Spain, Ireland and the Netherlands. During 2018, availability will be extended to Germany, the UK and Czechia. Deutsche Telekom launched in Germany and the Netherlands in Q2-2017 and plans to extend coverage to an additional six European countries.

Other European operators with live NB-IoT services in early 2018 included Orange, TIM and Telia Company. Telefónica will start deployments in Europe later this year. Adoption in North America is also starting to take off. T-Mobile USA switched on NB-IoT services in Las Vegas in February this year and Verizon has confirmed plans to build a nationwide network covering 2.56 million square miles by the year-end. Australia, Singapore, South Africa, South Korea, Turkey and the UAE are other examples of countries where rollouts are already underway.

LTE-M is another technology that will play a key role in the market transformation. Berg Insight predicts that adoption will accelerate during 2018/2019 and scale to massive volumes beyond 2020. Berg Insight forecasts that yearly shipments of LTE-M devices will reach 185.3 million units in 2023.

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