세계의 M2M/IoT 통신 시장 : 제10판

Berg Insight estimates that the global number of cellular IoT subscribers increased by 14 percent during 2024 to reach 3.8 billion at the end of the year. Until 2029, the number of cellular IoT subscribers is forecasted to grow at a compound annual growth rate (CAGR) of 11.0 percent to reach 6.4 billion at the end of the period. 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 240-page report.

Highlights from the report:

• 360-degree overview of the cellular IoT communications ecosystem.
• Update on the adoption of 5G and LPWA standards for IoT networking.
• Reviews of the IoT strategies of the 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 2029.

Table of Contents

Table of Contents

List of Figures

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. 3GPP Release 18 - The first 5G-Advanced specifications
  • 1.1.7. Network footprint
  • 1.1.8. 2G/3G mobile networks
  • 1.1.9. 4G mobile networks
  • 1.1.10. 4G/5G mobile IoT networks (LTE-M and NB-IoT)
  • 1.1.11. 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 connectivity management platforms and eSIM solutions
  • 1.3.1. IoT connectivity management platforms
  • 1.3.2. SIM and eSIM solutions
• 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 and Eastern Europe
• 2.2. Mobile operators
  • 2.2.1. A1 Telekom Austria
  • 2.2.2. Altice Group
  • 2.2.3. Bouygues Telecom
  • 2.2.4. BT Group
  • 2.2.5. CK Hutchison Group Telecom
  • 2.2.6. Deutsche Telekom
  • 2.2.7. KPN
  • 2.2.8. OV (Manx Telecom)
  • 2.2.9. MegaFon
  • 2.2.10. MTS
  • 2.2.11. Orange
  • 2.2.12. POST Luxembourg
  • 2.2.13. Proximus
  • 2.2.14. Tele2
  • 2.2.15. Telecom Italia
  • 2.2.16. Telefonica
  • 2.2.17. Telenor
  • 2.2.18. Telia Company
  • 2.2.19. Vodafone
• 2.3. IoT managed service providers
  • 2.3.1. 1GLOBAL
  • 2.3.2. 1NCE
  • 2.3.3. 1oT
  • 2.3.4. Airnity
  • 2.3.5. BICS
  • 2.3.6. Com4 (Wireless Logic)
  • 2.3.7. Cubic
  • 2.3.8. CSL Group
  • 2.3.9. emnify
  • 2.3.10. Eseye
  • 2.3.11. floLIVE
  • 2.3.12. Freeeway
  • 2.3.13. Giesecke+Devrient
  • 2.3.14. iBASIS
  • 2.3.15. Onomondo
  • 2.3.16. Pelion
  • 2.3.17. Velos IoT
  • 2.3.18. 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. Bell
  • 3.2.3. Verizon
  • 3.2.4. T-Mobile USA
  • 3.2.5. Rogers Communications
  • 3.2.6. TELUS
  • 3.2.7. America Movil
  • 3.2.8. Vivo and Telefonica Hispam
  • 3.2.9. Other mobile operators in Latin America
• 3.3. IoT managed service providers
  • 3.3.1. Aeris
  • 3.3.2. Hologram
  • 3.3.3. KORE Wireless
  • 3.3.4. Monogoto
  • 3.3.5. Semtech
  • 3.3.6. Teal
  • 3.3.7. Telit Cinterion
• 3.4. LPWA networks
  • 3.4.1. LoRa 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. KDDI
  • 4.2.5. KT
  • 4.2.6. NTT
  • 4.2.7. Singtel
  • 4.2.8. SK Telecom
  • 4.2.9. SoftBank
  • 4.2.10. Telstra
  • 4.2.11. Vodafone Idea
• 4.3. IoT managed service providers
  • 4.3.1. Lenovo Connect
  • 4.3.2. Plintron
  • 4.3.3. Quectel
  • 4.3.4. Soracom
  • 4.3.5. Tata Communications
• 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. e&
  • 5.2.2. MTN
  • 5.2.3. Ooredoo
  • 5.2.4. Turkcell
  • 5.2.5. Vodacom
  • 5.2.6. Zain
• 5.3. IoT managed service providers
  • 5.3.1. Flickswitch
• 5.4. LPWA networks
  • 5.4.1. LoRa networks
  • 5.4.2. 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 Group
  • 6.4.3. Kineis
  • 6.4.4. Lacuna Space
  • 6.4.5. OQ Technology
  • 6.4.6. Sateliot
  • 6.4.7. SES
  • 6.4.8. Additional satellite connectivity providers
• 6.5. North American satellite operators
  • 6.5.1. Globalstar
  • 6.5.2. Iridium
  • 6.5.3. Ligado Networks
  • 6.5.4. Lynk
  • 6.5.5. Orbcomm
  • 6.5.6. Skylo
  • 6.5.7. Starlink (SpaceX)
  • 6.5.8. Viasat (Inmarsat)
  • 6.5.9. 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. Innova Space
  • 6.7.2. Myriota
  • 6.7.3. Plan-S
  • 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 3.3 billion cellular IoT subscribers
  • 7.1.2. IoT revenues continue to grow slower than connections
  • 7.1.3. IoT managed service providers connect 200+ million cellular devices
  • 7.1.4. The international connectivity segment is evolving
  • 7.1.5. New entrants disrupt distribution channels
  • 7.1.6. eSIMs and fragmentation of CMPs drive the need for orchestration capabilities
  • 7.1.7. IoT MVNOs are driving consolidation in the IoT connectivity market
  • 7.1.8. Mobile operators partner with satellite IoT players to extend coverage
  • 7.1.9. Private cellular to grow from a niche into a substantial 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. Data consumption of connected cars will grow significantly
  • 7.3.3. Motor-powered two-wheeler telematics adoption picks up speed
  • 7.3.4. Telematics giants increasingly dominate the fleet management industry
  • 7.3.5. The opportunity to create smarter and safer cities
  • 7.3.6. Smart metering turns to new LPWA options for deployments in the 2020s
  • 7.3.7. Asset tracking to drive the second wave of LPWA deployments
  • 7.3.8. Connected healthcare reaches the masses
  • 7.3.9. Steady uptake of cellular connectivity in the POS terminal market
  • 7.3.10. Home energy and EV charging solutions to become new volume segments
• 7.4. Technology trends
  • 7.4.1. Cellular technologies dominate wireless IoT
  • 7.4.2. NB-IoT uptake is growing on a project-by-project basis
  • 7.4.3. RedCap will accelerate the adoption of 5G in IoT
  • 7.4.4. Distributed core networks facilitate global IoT connectivity services
  • 7.4.5. The SGP.32 specification will lower the barriers for eSIM adoption in IoT
• List of Acronyms and Abbreviations