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. The analyst 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.
Cellular and LPWA IoT Device Ecosystems give 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 provides you with 130 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 2019.
- Early adoption trends for emerging LPWA technologies.
- Cellular and non-3GPP LPWA IoT device market forecasts until 2024.
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 low-cost LPWA technologies?
- Why are the new standards LTE-M and NB-IoT so significant for the cellular IoT ecosystem?
- When will 5G appear in the cellular IoT market?
- Which IoT applications will drive the adoption of 5G?
- What is the current installed base of LoRa and Sigfox?
- What are the prospects for emerging LPWA technology standards?
Who Should Read this report?
Cellular and LPWA IoT Device Ecosystems is the foremost source of information about all the major wide area networking technologies for the Internet of Things. Whether you are a chipset or module vendor, software vendor, utility, vehicle manufacturer, telecom operator, investor, consultant, or government agency, you will gain valuable insights from our in-depth research.
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
1.1.4 Low value assets - Industry 4.0 and consumer products
1.1.5 Future opportunities in smart cities
1.2 What are the technology options?
1.2.1 Network deployment models
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 C-V2X
2.1.3 3GPP Release 15 – The first phase of 5G specifications
2.1.4 3GPP Release 16 – URLLC enhancements, IIoT features and 5G NR C-V2X
2.1.5 Network footprint
2.1.6 2G mobile networks
2.1.7 3G/4G mobile networks
2.1.8 4G mobile IoT networks (LTE-M and NB-IoT)
2.1.9 5G mobile networks
2.2 Semiconductor vendors
2.2.1 Altair Semiconductor (Sony)
2.2.2 HiSilicon (Huawei)
2.2.6 Sequans Communications
2.2.8 Other semiconductor vendors
2.3 Module vendors
2.3.3 Gosuncn WeLink
2.3.4 MeiG Smart Technology
2.3.6 Nordic Semiconductor
2.3.8 Sierra Wireless
2.3.9 Sunsea AIoT (SIMCom & Longsung)
2.3.13 Other cellular IoT module vendors
3 LoRa ecosystem
3.1 Technology characteristics
3.2 Network footprint
3.2.3 The Americas
3.2.4 Middle East & Africa
3.3 Semiconductor and module vendors
3.3.2 Other semiconductor vendors
3.3.3 LoRa module vendors
4 Sigfox ecosystem
4.1 Technology characteristics
1.2 Network footprint
4.2.2 The Americas
4.2.4 Middle East & Africa
4.2.5 Global satellite coverage planned in collaboration with Eutelsat
4.3 Semiconductor and module vendors
4.3.1 Semiconductor 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
5.2 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
6.5.1 Buildings & security
6.5.2 Consumer products
7 Market forecasts and trends
7.1 Market summary
7.2 3GPP family
7.2.1 Cellular IoT module market forecast
7.2.3 North America
7.2.4 Latin America
7.2.6 Middle East & Africa
7.5 802.15.4 WAN
List of Figures
Figure 1.1: Top wide area IoT target segments (2019)
Figure 1.2: Building stock by category (EU28+2/US 2019)
Figure 1.3: Unlicensed and reserved radio frequencies available for wireless IoT
Figure 2.1: Comparison of LTE IoT enhancements in 3GPP Release 14
Figure 2.2: LTE-M network availability (Q1-2020)
Figure 2.3: Select NB-IoT network availability (Q1-2020)
Figure 2.4: Cellular device value chain
Figure 2.5: Top cellular IoT module vendors, by revenues and shipments (World 2019)
Figure 2.6: Fibocom’s embedded cellular IoT modules (Q2-2020)
Figure 2.7: Gosuncn WeLink’s embedded cellular IoT modules (Q2-2020)
Figure 2.8: MeiG’s embedded cellular IoT modules (Q2-2020)
Figure 2.9: Neoway’s embedded cellular IoT modules (Q2-2020)
Figure 2.10: Select Quectel cellular IoT modules (Q2-2020)
Figure 2.11: Sierra Wireless’ device-to-cloud offering
Figure 2.12: Sierra Wireless’ embedded cellular modules (Q1-2020)
Figure 2.13: SIMCom’s and Longsung’s embedded cellular IoT modules (Q2-2020)
Figure 2.14: Telit’s embedded cellular IoT modules (Q2-2020)
Figure 2.15: Thales’ embedded cellular IoT modules (Q2-2020)
Figure 2.16: u-blox’ embedded cellular IoT modules (Q2-2020)
Figure 3.1: LoRaWAN network architecture
Figure 3.2: Public LoRaWAN network operators in Europe (Q1-2020)
Figure 3.3: Public LoRaWAN network operators in Asia-Pacific (Q1-2020)
Figure 3.4: Public LoRaWAN network operators in the Americas (Q1-2020)
Figure 3.5: Public LoRaWAN network operators in Middle East & Africa (Q1-2020)
Figure 3.6: Semtech’s LoRa business KPIs (2018–2021E)
Figure 3.7: List of LoRa modules by vendor (Q2-2020)
Figure 4.1: Sigfox network architecture
Figure 4.2: Sigfox network partners in Europe (Q1-2020)
Figure 4.3: Sigfox networks in the Americas (Q1-2020)
Figure 4.4: Sigfox networks in Asia-Pacific and MEA (Q1-2020)
Figure 4.5: List of Sigfox module vendors by supported regions (Q1-2020)
Figure 5.1: Major 802.15.4 networking platforms for smart metering (2020)
Figure 6.1: OEM telematics attach rates in new vehicles, by region (2019/2024)
Figure 6.2: Projected smart meter penetration in key markets (2024)
Figure 7.1: Cellular/LPWA IoT device shipment forecast, by region (World 2018–2024)
Figure 7.2: Cellular/LPWA IoT device shipment forecast, by technology (2018–2024)
Figure 7.3: Cellular IoT module shipments, by region (World 2018–2024)
Figure 7.4: Cellular IoT module shipments, by network technology (World 2018–2024)
Figure 7.5: Cellular IoT module shipment forecast (Europe 2018–2024)
Figure 7.6: Cellular IoT module shipment forecast (North America 2018–2024)
Figure 7.7: Cellular IoT module shipment forecast (Latin America 2018–2024)
Figure 7.8: Cellular IoT module shipment forecast (Asia-Pacific 2018–2024)
Figure 7.9: Cellular IoT module shipment forecast (Middle East & Africa 2018–2024)
Figure 7.10: LoRa device shipments forecast (World 2018–2024)
Figure 7.11: Sigfox device shipments forecast (World 2018–2024)
Figure 7.12: 802.15.4 WAN device shipments forecast (World 2018–2024)
- Altair Semiconductor (Sony)
- Gosuncn WeLink
- HiSilicon (Huawei)
- MeiG Smart Technology
- Nordic Semiconductor
- Other semiconductor vendors
- Sequans Communications
- Sierra Wireless
- Sunsea AIoT (SIMCom & Longsung)
The Internet of Things is very diverse. There are hundreds of different use cases, each with different dynamics. The starting point is to segment the market.
The analyst begins with a number of sectors: Automotive, Cities, Health, Industry, Home, Industrial, Energy, Retail and Consumer Electronics. Each of these sectors breaks down into a number of applications. In total across all sectors, the analyst examines around 150 separate applications. It is at this application level that they generate their IoT forecast. The analyst builds reliable data bottom-up. They take into consideration the current adoption rate, regulations, demographics, vertical-specific statistics, value chain structure, etc.
The rigorous data collection methods are based on first-hand and secondary sources. The analyst conducts many hundreds of executive interviews on a yearly basis with companies from all parts of the IoT value chain. They talk to on a regular basis all major mobile operator groups and regulators as well as the chipset, module, and terminal vendors. They also interview many companies in each of the vertical markets.