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IoT(モノのインターネット)のプラットフォームとソフトウェア (第4版)

IoT Platforms and Software – 4th 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
2019年10月Eur1,200Eur1,800
1-5ユーザライセンス(PDF)
185

サマリー

IoT(モノのインターネット)ソリュージョンがますます複雑化し、機器、ネットワーク、アプリケーションの統合をシームレスに行えるような、より高度な通信プラットフォームやミドルウェアが求められている。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「IoT(モノのインターネット)のプラットフォームとソフトウェア (第4版)」は、IoT接続管理、機器管理、アプリケーション対応プラットフォームの市場に関する最新の動向を記載している。ベルグインサイト社は、サードパーティのIoTプラットフォームの収益は2018年の21億5000万ドルから年平均成長率(CAGR)33.7%で成長して2023年には92億ドルに達すると予測している。多くの専門家へのインタビューに基づき、185ページにわたって、ベンダ、製品、市場に関する最新情報を提供している。

目次(抜粋)

  • IoT技術スタック
  • 市場予測と動向
  • 接続管理プラットフォーム
    • IoT接続管理プラットフォーム
    • SIM管理ソリューション
    • IoT接続管理プラットフォームベンダ
    • MNO接続管理プラットフォーム
    • IoT管理サービスプロバイダ
    • SIM管理ソリューションプロバイダ
  • 機器管理プラットフォームとアプリケーション対応プラットフォーム
    • 機器管理とアプリケーション対応サービス
    • 企業概要と戦略

Description

Increasingly complex IoT solutions require more advanced communication platforms and middleware that facilitate seamless integration of devices, networks and applications. This new 185-page study analyses the latest developments on the IoT connectivity management, device management and application enablement platform markets. Berg Insight estimates that total revenues for third party IoT platforms will grow at a compound annual growth rate (CAGR) of 33.7 percent from US$ 2.15 billion in 2018 to US$ 9.20 billion in 2023. Get up to date with the latest trends and information about vendors, products and markets. The report is based on a large number of executive interviews.

 



IoT Platforms and Software is the fourth strategy report from Berg Insight analysing the latest developments on the IoT connectivity management, device management and application enablement platform markets.

This strategic research report from Berg Insight provides you with 185 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

Highlights from this report:

  • 360-degree overview of the IoT ecosystem.
  • Insights from 30 executive interviews with market leading companies.
  • Summary of the latest industry trends and developments.
  • Updated in-depth profiles of key players in the IoT platform market.
  • Reviews of the market strategies of leading platform vendors.
  • Perspectives on the evolution from vertical M2M solutions to the broader scale and scope of the IoT.
  • Extensive global market forecasts lasting until 2023.

 

The IoT platform market to reach US$ 9.2 billion in 2023

IoT platforms provide developers with tools to connect and manage devices and integrate collected data into various applications and services. These platforms are intended to reduce the cost and development time for IoT solutions by providing standardised components that enterprises can build upon. The product category facilitates the growing trend away from time-consuming in-house developed and bespoke IoT solutions. Broadly speaking, most IoT platforms fall into one of the following three categories: connectivity management platforms, device management platforms and application enablement platforms.

About 63 percent of the global installed base of 1.2 billion IoT SIMs were managed using commercial connectivity management platforms (CMPs) at the end of 2018. Huawei is the leading IoT CMP vendor with close ties to the domestic operators China Mobile and China Telecom and managed over 600 million IoT SIMs in mid-2019. Whale Cloud, formerly known as ZTEsoft and partly owned by Alibaba Group since 2018, is the runner up on the Chinese market. Cisco is the dominant IoT CMP vendor outside of China with 130 million connections, followed by Vodafone and Ericsson. As a response to the decline in IoT connectivity ARPUs, leading IoT CMP vendors are gradually moving up the stack to help network operators generate new revenue streams from value-added services and solutions.

IoT CMPs are also a key component in the value proposition from IoT managed service providers. Aeris and KORE have consolidated their positions as leading players in this segment, with 14 million and 11 million connections respectively in mid-2019. Several IoT managed service providers offer their solutions to mobile operators. Nokia’s Worldwide IoT Network Grid (WING) service has been selected by eight operators, including AT&T and Tele2. New entrants further include Arm as well as 1NCE, which announced Deutsche Telekom as the first customer to select its IoT CMP to address high-volume, low bandwidth use cases. EMnify and Eseye are at the forefront of integrating global cellular IoT connectivity with cloud platforms, enabling customers to seamlessly incorporate IoT connectivity management controls in their IoT solutions built on public cloud infrastructure.

The market for IoT device management and application enablement platforms is in a stage of transformation driven by investments from the major cloud service providers AWS, Microsoft, Alibaba and Google. While IoT platform providers have always had strengths and weaknesses in various parts of the stack, recent developments have led many vendors to re-align their solutions with a renewed focus on core capabilities. Increased focus is also being placed on interoperability, as partnerships are formed between vendors with complementing capabilities. Collaboration is also happening through open source initiatives, enabling companies across the IoT ecosystem to compete at scale by jointly developing open source components to be part of their solutions. Berg Insight estimates that the market for commercial device management and application enablement platforms grew 48 percent to reach about US$ 1.4 billion in 2018. Growing at a compound annual growth rate (CAGR) of 37 percent, the market value is expected to reach US$ 6.9 billion in 2023.

IoT platform providers span from start-ups to major technology companies, device makers and industrial software vendors. Even though consolidation is happening at a rapid pace, Berg Insight is of the opinion that a level of fragmentation in the market will remain due to specific requirements in industries such as manufacturing, utilities and automotive. In the industrial sector, PTC continues to expand, leveraging its strategic alliances with Rockwell Automation and Microsoft. Both Microsoft and AWS have recently put efforts into providing more capabilities for edge devices, while extending their reach into the industrial markets. The business software vendors SAP and Oracle increasingly focus on enabling customers to integrate IoT data to their existing business applications by adding built-in integrations and extensibility features. Asset-heavy companies like GE and Hitachi leverage their expertise in both the operational technology and information technology domains to help customers increase asset performance and process efficiency. Important IoT platform providers with high involvement in the industrial sector further include the vendors Altair Engineering, Bosch, Davra, Device Insight, Eurotech, Exosite, Relayr and Waylay. In the utilities sector, C3.ai and Nokia Software IoT have amassed large customer bases of utilities that use the companies’ analytics software to enhance grid asset management. Vendors with strong device management capabilities such as Arm, Amplía, AVSystem and Gemalto also have a strong market presence within the utilities sector. In the automotive space, several large automotive OEMs have chosen commercial IoT platforms from vendors such as Alibaba, Bosch, Huawei and Microsoft to support their connected car efforts.

This report answers the following questions:

  • Which trends and developments are shaping the IoT platform market?
  • What are the benefits of using commercial IoT platforms?
  • Who are the leading providers of IoT connectivity, device management and application enablement platforms?
  • What are the main drivers behind the adoption of IoT platforms?
  • Which are the leading IoT platform vendors in the major market verticals?
  • What are the key features of the application enablement platforms available today?
  • Which mobile operators have deployed IoT connectivity management platforms from third party vendors?
  • What is the potential market size for commercial IoT platforms?

 



目次

Executive Summary

1 The IoT technology stack
1.1 Introduction
1.1.1 IoT architectures
1.1.2 IoT standardisation initiatives
1.2 Devices
1.2.1 Embedded systems and microcontrollers
1.2.2 Embedded software and applications
1.3 Network technologies for the Internet of Things
1.3.1 The 3GPP family of cellular technologies
1.3.2 LPWA and satellite technologies
1.3.3 Wi-Fi
1.3.4 IEEE 802.15.4
1.3.5 Bluetooth
1.4 IoT platforms and middleware
1.4.1 IoT connectivity management
1.4.2 SIM management
1.4.3 Device management
1.4.4 Application enablement

2 Market forecasts and trends
2.1 The IoT market landscape
2.1.1 Connected things by vertical market
2.1.2 Connected things by network technology standard
2.2 Market analysis
2.2.1 IoT connectivity management platforms
2.2.2 IoT device management and application enablement platforms
2.3 Industry trends
2.3.1 The IoT platform market is in a consolidation phase
2.3.2 Network operators remain a significant channel for IoT platform providers
2.3.3 Software-defined networks widen the range of connectivity offerings

3 Connectivity management platforms
3.1 IoT connectivity management platforms
3.1.1 IoT CMP providers are moving up the stack
3.1.2 Mobile network operators adopt multiplatform strategies
3.2 SIM management solutions
3.3 IoT connectivity management platform vendors
3.3.1 Actility
3.3.2 Amdocs
3.3.3 Asavie
3.3.4 Cisco
3.3.5 Comarch
3.3.6 Ericsson
3.3.7 Flo Live
3.3.8 Huawei
3.3.9 Mavoco
3.3.10 Nexign
3.3.11 NTELS
3.4 MNO connectivity management platforms
3.4.1 Deutsche Telekom
3.4.2 Orange
3.4.3 Telefónica
3.4.4 Verizon
3.4.5 Vodafone
3.5 IoT managed service providers
3.5.1 1NCE
3.5.2 Aeris
3.5.3 Arkessa
3.5.4 BICS
3.5.5 Cubic Telecom
3.5.6 EMnify
3.5.7 Eseye
3.5.8 iBASIS
3.5.9 KORE Wireless
3.5.10 Nokia
3.5.11 Soracom
3.5.12 Thingstream
3.5.13 Transatel
3.5.14 Twilio
3.5.15 Wireless Logic
3.6 SIM solution providers
3.6.1 Gemalto
3.6.2 Giesecke+Devrient
3.6.3 IDEMIA

4 Device management and application enablement platforms
4.1 Device management and application enablement services
4.1.1 Cloud service providers expand aggressively into the IoT platform market
4.1.2 Cellular IoT device vendors diversify into software and services
4.1.3 Industrial software vendors refine IoT strategies
4.2 Company profiles and strategies
4.2.1 Alibaba Group
4.2.2 Altair Engineering
4.2.3 Amazon
4.2.4 Amplía
4.2.5 Arm
4.2.6 AVSystem
4.2.7 Axonize
4.2.8 Ayla Networks
4.2.9 Bosch
4.2.10 C3.ai
4.2.11 Chordant
4.2.12 Davra
4.2.13 Device Insight
4.2.14 Electric Imp
4.2.15 Eurotech
4.2.16 Exosite
4.2.17 Friendly Technologies
4.2.18 General Electric
4.2.19 Google
4.2.20 Hitachi
4.2.21 IBM
4.2.22 Losant
4.2.23 Microsoft
4.2.24 Oracle
4.2.25 Particle
4.2.26 PTC
4.2.27 Relayr
4.2.28 SAP
4.2.29 Sierra Wireless
4.2.30 Software AG
4.2.31 Telit
4.2.32 Tuya
4.2.33 Waylay

Glossary

 

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プレスリリース

[サマリー訳]

IoT(モノのインターネット)ソリュージョンが複雑化し、機器、ネットワーク、アプリケーションの統合をシームレスに行えてるような、より高度な通信プラットフォームやミドルウェアが求められている。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「IoT(モノのインターネット)のプラットフォームとソフトウェア (第4版)」は、IoT接続管理、機器管理、アプリケーション対応プラットフォームの市場に関する最新の動向を記載している。ベルグインサイト社は、サードパーティのIoTプラットフォームの収益は2018年の21億5000万ドルから年平均成長率(CAGR)33.7%で成長して2023年には92億ドルに達すると予測している。多くの専門家へのインタビューに基づき、185ページにわたって、ベンダ、製品、市場に関する最新情報を提供している。


[サマリー原文]


Increasingly complex IoT solutions require more advanced communication platforms and middleware that facilitate seamless integration of devices, networks and applications. This new 185-page study analyses the latest developments on the IoT connectivity management, device management and application enablement platform markets. Berg Insight estimates that total revenues for third party IoT platforms will grow at a compound annual growth rate (CAGR) of 33.7 percent from US$ 2.15 billion in 2018 to US$ 9.20 billion in 2023. Get up to date with the latest trends and information about vendors, products and markets. The report is based on a large number of executive interviews.

 


 

[プレスリリース原文]

2019-10-21
Commercial IoT CMPs had 1 billion devices under management in mid-2019
 

According to a new research report from the IoT analyst firm Berg Insight, the number of devices managed on commercial IoT connectivity management platforms (CMPs) will grow at a CAGR of 32.6 percent from 770 million in 2018 to reach 3.15 billion by 2023. This accounted for about 63 percent of the total installed base of cellular IoT devices in 2018. Mobile operators use connectivity management platforms to facilitate the delivery of IoT connectivity services and offer self-service connectivity management solutions to enterprise customers. The adoption of third-party platforms has increased notably in recent years, although many mobile operators still use bespoke or in-house developed solutions to serve all or parts of their IoT operations.

A number of leading mobile operators such as Vodafone, Deutsche Telekom, Verizon and Telefónica continue to invest in the development of their proprietary platforms to differentiate from the competition. IoT managed service providers comprise a third category of players that typically provide complete IoT connectivity management platforms next to connectivity and sometimes also other value-added services targeted at specific segments. A key differentiator for IoT managed service providers is the ability to aggregate multiple networks on their platforms and thus provide superior area coverage, multi-domestic footprints and multi-technology connectivity. Huawei is the leading IoT CMP vendor with close ties to the domestic mobile operators China Mobile and China Telecom and managed more than 600 million IoT SIMs in mid-2019. Whale Cloud, formerly known as ZTEsoft and partly owned by Alibaba Group since 2018, is the runner up on the Chinese market and managed 106 million IoT SIMs. Cisco is the largest commercial IoT CMP vendor outside of China with 130 million connections, followed by Vodafone and Ericsson.

Vodafone is the only mobile network operator that licenses its platform to third-party service providers. “IoT managed service providers play a key role in the ecosystem in western markets, where they account for around 10–15 percent of IoT subscribers”, said Fredrik Stålbrand, Senior Analyst, Berg Insight. Aeris and KORE have consolidated their positions as leading players in North America, with 14 million and 11 million connections respectively. In Europe, Wireless Logic has close to 4 million IoT subscribers and is systematically expanding its regional presence through a combination of strategic acquisitions and organic growth. Cubic Telecom, Sierra Wireless, Arm, BICS and Transatel all have around 2–3 million IoT subscribers each. IoT managed service providers like EMnify and Eseye are at the forefront of integrating global cellular IoT connectivity with cloud platforms, enabling customers to seamlessly incorporate IoT connectivity management controls in their IoT solutions built on public cloud infrastructure. The variety of players in the IoT CMP market reflects the growing diversity of IoT connectivity offerings available.

“Enterprises will need to reevaluate their connectivity needs and make more refined decisions about service delivery, carrier switching capabilities, coverage, security and pricing as their IoT projects evolve to the next level”, concluded Mr. Stålbrand.

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