The Global M2M/IoT Communications Market - 6th Edition

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 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
• 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

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)