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The Global M2M/IoT Communications Market - 6th Edition

  • ID: 5397217
  • Report
  • July 2021
  • Region: Global
  • 230 Pages
  • Berg Insight AB
Global Cellular IoT Connections Grew 12 Percent to Reach 1.7 Billion in 2020

FEATURED COMPANIES

  • 1NCE
  • CASC and CASIC
  • Globalstar
  • LPWA networks
  • Sierra Wireless
  • Telstra
What are the latest trends and developments in cellular IoT, satellite IoT and low power wireless networking? This report covers in-depth the mobile operator perspective on the global M2M/IoT communications market. Get up to date with the latest trends from all main regions and vertical markets with this unique 230 page report.

Highlights from the report:

  • 360-degree overview of the cellular IoT communications ecosystem.
  • Update on the adoption of NB-IoT and LPWA standards for M2M/IoT networking.
  • Reviews of the IoT strategies of leading mobile operators.
  • Summary of industry trends in all world regions.
  • IoT business KPIs for leading global mobile operators.
  • Statistical data on cellular IoT subscribers in all world regions.
  • Extensive global and regional market forecasts lasting until 2025.
The report says that the global number of cellular IoT subscribers increased by 12 percent during 2020 to reach 1.74 billion. The regional markets Western Europe and North America recorded the highest growth rates at over 15 percent. By 2025, the analyst now projects that there will be 3.74 billion IoT devices connected to cellular networks worldwide.

The top ten mobile operators reported a combined active base of 1.49 billion cellular IoT connections at the end of 2020, accounting for 86 percent of total connections. China Mobile is the world’s largest provider of cellular IoT connectivity services with an estimated 658 million cellular IoT connections. China Unicom and China Telecom ranked second and third with 240 million and 238 million connections respectively.

“The year 2020 marked the first year since the early 2010s that cellular IoT connections grew slower in China compared to the global average, as the largest player China Mobile reported a negative change in its IoT subscriber base”, says Fredrik Stalbrand, Senior Analyst. Following China Mobile’s decision to stop adding new IoT connections to its 2G network in the first half of 2020, it has embarked on a programme to migrate 2G users to NB-IoT and 4G LTE Cat-1 services.

Vodafone ranked first among the Western operators and fourth overall with 118 million connections, followed by AT&T with 81 million in fifth place. Verizon, Deutsche Telekom and Telefónica had in the range 26-48 million cellular IoT connections. Orange and Telenor were the last players in the top ten with about 18 million and 17 million connections respectively. Apart from Deutsche Telekom, year-on-year growth rates for the mentioned Western operators were in the span of 8-22 percent.

IoT connectivity services account for around 1 percent of total revenues for most operator groups. The analysis of the IoT business KPIs released by mobile operators in different parts of the world suggests that global IoT connectivity revenues increased by around 6 percent during 2020, while the monthly APRU dropped by 16 percent to € 0.39.



This report answers the following questions:

  • How will the global cellular IoT market evolve over the next five years?
  • Why has China become the world’s largest market for cellular IoT?
  • Which are the main market trends in Europe and North America?
  • What is the status of cellular IoT in emerging markets?
  • What impact will 5G have on the IoT market?
  • What are the leading global mobile operators’ strategies for the IoT market?
  • How much revenue from IoT was generated by major mobile operators in 2020?
  • What is the outlook for emerging low-power wireless networking technologies?

Who should buy this report?


The Global M2M/IoT Communications Market is the foremost source of information about cellular IoT and low power wireless networking in all regions and major M2M/IoT vertical markets. 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 this in-depth research.
Note: Product cover images may vary from those shown

FEATURED COMPANIES

  • 1NCE
  • CASC and CASIC
  • Globalstar
  • LPWA networks
  • Sierra Wireless
  • Telstra

Executive summary 

1 Wide area networks for the Internet of Things 
1.1 3GPP family of cellular technologies 
1.1.1 3GPP Release 13 - Introducing LTE-M and NB-IoT 
1.1.2 3GPP Release 14 - IoT enhancements and C-V2X 
1.1.3 3GPP Release 15 - The first phase of 5G specifications 
1.1.4 3GPP Release 16 - URLLC enhancements, IIoT features and 5G NR C-V2X 
1.1.5 3GPP Release 17 - RedCap and non-terrestrial network communications 
1.1.6 Network footprint 
1.1.7 2G mobile networks 
1.1.8 3G/4G mobile networks 
1.1.9 4G mobile IoT networks (LTE-M and NB-IoT) 
1.1.10 5G mobile networks 
1.2 LPWA and satellite technologies 
1.2.1 LoRa 
1.2.2 Sigfox 
1.2.3 Satellite networks 
1.3 IoT networking platforms 
1.3.1 IoT connectivity management platforms 
1.3.2 SIM solutions and embedded UICC 
1.4 International coverage and alliances 
1.4.1 Roaming and international coverage 
1.4.2 Mobile operator alliances 

2 Europe 
2.1 Regional market trends 
2.1.1 Western Europe 
2.1.2 Central Eastern Europe 
2.1.3 Russia & CIS 
2.2 Mobile operators 
2.2.1 Vodafone 
2.2.2 Deutsche Telekom 
2.2.3 Orange
2.2.4 Telefónica 
2.2.5 Telenor 
2.2.6 CK Hutchison Group Telecom 
2.2.7 A1 Telekom Austria 
2.2.8 Altice Europe 
2.2.9 Bouygues Telecom 
2.2.10 BT Group 
2.2.11 KPN 
2.2.12 MegaFon 
2.2.13 MTS 
2.2.14 POST Luxembourg 
2.2.15 Proximus 
2.2.16 Telecom Italia 
2.2.17 Telia Company 
2.2.18 Tele2 
2.2.19 Utility Connect 
2.3 IoT managed service providers 
2.3.1 1NCE 
2.3.2 1oT 
2.3.3 Airnity 
2.3.4 Arkessa (Wireless Logic) 
2.3.5 BICS 
2.3.6 Caburn Group 
2.3.7 Com4 (Wireless Logic) 
2.3.8 Cubic Telecom 
2.3.9 EMnify 
2.3.10 Eseye 
2.3.11 Freeeway 
2.3.12 iBASIS 
2.3.13 JT IoT 
2.3.14 Onomondo 
2.3.15 Pelion 
2.3.16 Pod Group (Giesecke+Devrient) 
2.3.17 Telit 
2.3.18 Transatel 
2.3.19 Truphone 
2.3.20 u-blox 
2.3.21 Wireless Logic 
2.4 LPWA networks
2.4.1 LoRa networks 
2.4.2 Sigfox and network partners 

3 The Americas 
3.1 Regional market trends 
3.1.1 United States and Canada 
3.1.2 Brazil 
3.1.3 Rest of Latin America 
3.2 Mobile operators 
3.2.1 AT&T 
3.2.2 Verizon 
3.2.3 T-Mobile USA 
3.2.4 Rogers Communications 
3.2.5 Bell 
3.2.6 TELUS 
3.2.7 América Móvil 
3.2.8 Vivo and Telefónica Hispam 
3.2.9 Other mobile operators in Latin America 
3.3 IoT managed service providers 
3.3.1 Aeris 
3.3.2 KORE Wireless 
3.3.3 Sierra Wireless 
3.3.4 Twilio 
3.4 LPWA networks 
3.4.1 LoRaWAN networks 
3.4.2 Sigfox and network partners 

4 Asia-Pacific 
4.1 Regional market trends 
4.1.1 China 
4.1.2 Japan and South Korea 
4.1.3 Australia and New Zealand 
4.1.4 India 
4.1.5 Southeast Asia 
4.2 Mobile operators 
4.2.1 China Mobile 
4.2.2 China Unicom 
4.2.3 China Telecom 
4.2.4 SoftBank 
4.2.5 NTT Docomo 
4.2.6 KDDI 
4.2.7 SK Telecom 
4.2.8 KT 
4.2.9 Telstra 
4.2.10 Singtel
4.2.11 Vodafone Idea 
4.3 IoT managed service providers 
4.3.1 Plintron 
4.3.2 Soracom 
4.3.3 Tata Communications 
4.3.4 Unlimit
4.4 LPWA networks 
4.4.1 LoRa networks 
4.4.2 Sigfox networks 

5 Middle East & Africa 
5.1 Regional market trends 
5.1.1 Middle East 
5.1.2 Africa
5.2 Mobile operators 
5.2.1 Etisalat 
5.2.2 MTN 
5.2.3 Ooredoo 
5.2.4 Turkcell 
5.2.5 Vodacom 
5.2.6 Zain 
5.3 LPWA networks
5.3.1 LoRa networks 
5.3.2 Sigfox networks 

6 Satellite IoT communications 
6.1 Introduction to satellite IoT networks 
6.2 Market analysis 
6.3 Satellite IoT operator market shares 
6.4 European satellite operators 
6.4.1 Astrocast 
6.4.2 Eutelsat 
6.4.3 Hiber 
6.4.4 Inmarsat 
6.4.5 Kineis 
6.4.6 Additional satellite connectivity providers 
6.5 North American satellite operators 
6.5.1 Globalstar 
6.5.2 Iridium 
6.5.3 Kepler Communications 
6.5.4 Orbcomm 
6.5.5 Swarm Technologies 
6.5.6 Additional satellite connectivity providers 
6.6 Chinese satellite operators 
6.6.1 CASC and CASIC 
6.6.2 Commsat 
6.6.3 Galaxy Space 
6.6.4 Head Aerospace 
6.6.5 Additional satellite connectivity providers 
6.7 Rest of World satellite operators 
6.7.1 Fleet Space Technologies 
6.7.2 Myriota 
6.7.3 Sky and Space Company 
6.7.4 Thuraya
6.7.5 Additional satellite connectivity providers 

7 Market forecasts and trends 
7.1 Industry trends 
7.1.1 Top ten mobile operators manage 1.5 billion cellular IoT subscribers 
7.1.2 IoT revenues continue to grow slower than connections 
7.1.3 IoT managed service providers connect 80+ million cellular devices 
7.1.4 International carriers enter the cellular IoT market 
7.1.5 New entrants disrupt distribution channels 
7.1.6 IoT MVNOs are driving consolidation in the IoT connectivity market 
7.2 Geographic markets 
7.2.1 Global market summary 
7.2.2 Europe 
7.2.3 North America 
7.2.4 Latin America 
7.2.5 Asia-Pacific 
7.2.6 Middle East & Africa 
7.3 Vertical markets 
7.3.1 Connected cars on the rise 
7.3.2 Telematics giants increasingly dominate the fleet management industry 
7.3.3 Smarter grids and safer cities 
7.3.4 Asset tracking to drive the second wave of LPWA deployments 
7.3.5 Connected healthcare reaches the masses 
7.3.6 Connected video cameras to become one of the early volume 5G use cases 2
7.4 Technology trends 
7.4.1 Cellular technologies dominate wireless IoT 
7.4.2 NB-IoT deployments remain concentrated to China 
7.4.3 Product launches of 5G devices are picking up 
7.4.4 Distributed core networks facilitate global IoT connectivity services 
7.4.5 Private cellular networks to replace wired and wireless LAN networks 
7.4.6 eSIM adoption is gathering pace as the standard matures 

Glossary  
Index 

List of Figures 
Figure 1.1: Comparison of LTE IoT specifications 
Figure 1.2: Cost and capabilities of 5G NR devices 
Figure 1.3: The number of LTE-M and NB-IoT networks (World 2018-2020) 
Figure 1.4: Select LoRaWAN network operators by country 
Figure 1.5: Select Sigfox network operators by country 
Figure 1.6: MSS operator data services and coverage 
Figure 1.7: IoT connectivity management platform by mobile operator (Q4-2020) .
Figure 1.8: Comparison between traditional SIM and eUICC lifecycle models 
Figure 1.9: Operators with international numbering resources assigned by ITU 
Figure 1.10: Mobile operator M2M/IoT alliances (Q1-2021) 
Figure 2.1: Europe cellular IoT connectivity market data (Q4-2020) 
Figure 2.2: Western Europe cellular IoT connectivity market data (Q2-2020) 
Figure 2.3: Germany cellular IoT connectivity market data (2017-2020) 
Figure 2.4: Italy cellular IoT connectivity market data (2016-2020) 
Figure 2.5: France cellular IoT connectivity market data (2016-2020) 
Figure 2.6: UK cellular IoT connectivity market data (2015-2019) 
Figure 2.7: Spain & Portugal cellular IoT connectivity market data (2016-2020) 
Figure 2.8: Benelux cellular IoT market connectivity data (2016-2020) 
Figure 2.9: Nordics cellular IoT market connectivity data (2016-2020) 
Figure 2.10: Sweden cellular IoT data traffic and revenues (2017-2020) 
Figure 2.11: Central & Eastern Europe cellular IoT connectivity market data (Q2-2020) 
Figure 2.12: Russia & CIS cellular IoT market connectivity data (2016-2020) 
Figure 2.13: Vodafone Group IoT business KPIs (FY2018-FY2021) 
Figure 2.14: Orange cellular IoT subscribers by country (2015-2020) 
Figure 2.15: Telefónica IoT business KPIs (2019-2020) 
Figure 2.16: Telefónica IoT subscribers by country (2015-2020) 
Figure 2.17: Financial data for Telenor Connexion (2012-2019) 
Figure 2.18: A1 Telekom Austria IoT subscribers by country (2016-2020) 
Figure 2.19: KPN IoT business KPIs (2016-2020) 
Figure 2.20: Telia Company IoT subscribers by country (2017-2020) 
Figure 2.21: IoT managed service providers in Europe by installed base (Q4-2020) 
Figure 2.22: Eseye’s AnyNet+ solution vs. standard eUICC 
Figure 2.23: u-blox Thingstream platform overview 
Figure 2.24: Public LoRaWAN network operators in Europe (Q2-2021) 
Figure 2.25: Sigfox network operators in Europe (Q2-2021) 
Figure 3.1: The Americas cellular IoT connectivity market data (Q4-2020) 
Figure 3.2: US cellular IoT connectivity market data (2016-2020) 
Figure 3.3: Brazil cellular IoT market connectivity data (2016-2020) 
Figure 3.4: Estimated number of IoT subscribers in Latin America ex. Brazil (2020) 
Figure 3.5: Telefónica IoT subscribers in Latin America by country (2016-2020) 
Figure 3.6: IoT managed service providers in North America by installed base (2020) 
Figure 3.7: LPWA network operators in the Americas (Q1-2021) 
Figure 4.1: Asia-Pacific cellular IoT connectivity market data (Q4-2020) 
Figure 4.2: China cellular IoT connectivity market data (2017-2020) 
Figure 4.3: Japan cellular IoT connectivity market data (2016-2020) 
Figure 4.4: Cellular IoT subscribers by application category (South Korea, Q4-2020) 
Figure 4.5: China Mobile IoT business KPIs (2016-2020) 
Figure 4.6: China Unicom IoT business KPIs (2016-2020) 
Figure 4.7: China Telecom IoT business KPIs (2016-2020) 
Figure 4.8: Telstra IoT business KPIs (2016-2020) 
Figure 4.9: Public LoRaWAN network operators in Asia-Pacific (Q2-2021) 
Figure 4.10: Sigfox network operators in Asia-Pacific (Q2-2021) 
Figure 5.1: Middle East & Africa cellular IoT connectivity market data (Q2-2020) 
Figure 5.2: Turkey cellular IoT market connectivity data (2016-2020) 
Figure 5.3: Vodacom IoT business KPIs (FY2017-FY2021) 
Figure 5.4: Public LoRaWAN network operators in Middle East & Africa (Q2-2021) 
Figure 5.5: Sigfox network operators in Middle East & Africa (Q2-2021) 
Figure 6.1: The main satellite orbits 
Figure 6.2: Satellite network operators by IoT subscriber base (Q4-2020) 
Figure 7.1: Top 10 mobile operators by IoT connections (World Q4-2020) 
Figure 7.2: Top mobile operators by IoT connectivity revenues (World 2020) 
Figure 7.3: Top 10 IoT managed service providers by IoT connections (Q4-2020) 
Figure 7.4: Merger & acquisition activity in the IoT connectivity market (2016-2021) 
Figure 7.5: Key regional markets for cellular IoT (Q4-2020) 
Figure 7.6: Monthly ARPU data for cellular IoT by country (2020) 
Figure 7.7: Cellular IoT subscriber forecast, by region (World 2019-2025) 
Figure 7.8: Cellular IoT connectivity revenue forecast, by region (World 2019-2025) 
Figure 7.9: Cellular IoT subscriber forecast, by vertical (Europe 2019-2025) 
Figure 7.10: Cellular IoT connectivity revenue forecast, by vertical (Europe 2019-2025) 
Figure 7.11: Cellular IoT subscriber forecast, by vertical (NA 2019-2025) 
Figure 7.12: Cellular IoT connectivity revenue forecast, by vertical (NA 2019-2025) 
Figure 7.13: Cellular IoT subscriber forecast, by vertical (Latin America 2019-2025) 
Figure 7.14: Cellular IoT connectivity revenue forecast, by vertical (LATAM 2019-2025) .
Figure 7.15: Cellular IoT subscriber forecast, by vertical (APAC 2019-2025) 
Figure 7.16: Cellular IoT connectivity revenue forecast, by vertical (APAC 2019-2025) 
Figure 7.17: Cellular IoT subscriber forecast, by vertical (MEA 2019-2025) 
Figure 7.18: Cellular IoT connectivity revenue forecast, by vertical (MEA 2019-2025) 
Figure 7.19: Cellular IoT subscriber forecast, by vertical (World 2019-2025) 
Figure 7.20: Cellular IoT connectivity revenue forecast, by vertical (World 2019-2025) .
Figure 7.21: Top five cellular IoT connectivity providers for connected cars (Q4-2020) .
Figure 7.22: Top 25 international providers of fleet management solutions (Q4-2019) 
Figure 7.23: Cellular IoT connections by network technology (World 2019-2025) 
Figure 7.24: Non-cellular IoT connections by technology (World 2019-2025)

Note: Product cover images may vary from those shown

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A selection of companies mentioned in this report includes:

  • 1NCE 
  • 1oT 
  • A1 Telekom Austria 
  • Aeris 
  • Airnity 
  • Altice Europe 
  • América Móvil 
  • Arkessa (Wireless Logic) 
  • Astrocast 
  • AT&T 
  • Bell 
  • BICS 
  • Bouygues Telecom 
  • BT Group 
  • Caburn Group 
  • CASC and CASIC 
  • China Mobile 
  • China Telecom 
  • China Unicom 
  • CK Hutchison Group Telecom 
  • Com4 (Wireless Logic) 
  • Commsat 
  • Cubic Telecom 
  • Deutsche Telekom 
  • EMnify 
  • Eseye 
  • Etisalat 
  • Eutelsat 
  • Fleet Space Technologies 
  • Freeeway 
  • Galaxy Space 
  • Globalstar 
  • Head Aerospace 
  • Hiber 
  • iBASIS 
  • Inmarsat 
  • Iridium 
  • JT IoT 
  • KDDI 
  • Kepler Communications 
  • Kineis 
  • KORE Wireless 
  • KPN 
  • KT 
  • LoRa networks 
  • LoRaWAN networks 
  • LPWA networks
  • MegaFon 
  • MTN 
  • MTS 
  • Myriota 
  • NTT Docomo 
  • Onomondo 
  • Ooredoo 
  • Orange
  • Orbcomm 
  • Pelion 
  • Plintron 
  • Pod Group (Giesecke+Devrient) 
  • POST Luxembourg 
  • Proximus 
  • Rogers Communications 
  • Sierra Wireless 
  • Sigfox and network partners 
  • Sigfox networks 
  • Singtel
  • SK Telecom 
  • Sky and Space Company 
  • SoftBank 
  • Soracom 
  • Swarm Technologies 
  • T-Mobile USA 
  • Tata Communications 
  • Tele2 
  • Telecom Italia 
  • Telefónica 
  • Telenor 
  • Telia Company 
  • Telit 
  • Telstra 
  • TELUS 
  • Thuraya
  • Transatel 
  • Truphone 
  • Turkcell 
  • Twilio 
  • u-blox 
  • Unlimit
  • Utility Connect 
  • Verizon 
  • Vivo and Telefónica Hispam 
  • Vodacom 
  • Vodafone Idea 
  • Vodafone 
  • Wireless Logic 
  • Zain 
Note: Product cover images may vary from those shown

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.

 

 

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