IoT Platforms and Software - 5th Edition

Increasingly complex IoT solutions require more advanced communication platforms and middleware that facilitate seamless integration of devices, networks and applications. This new 180-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 28.9 percent from US$ 2.98 billion in 2019 to US$ 10.60 billion in 2024. 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.

Table of Contents

Table of Contents

List of Figures

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. IoT networking technologies
  • 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. eUICC management
  • 1.4.3. Multi IMSI technology
  • 1.4.4. Device management
  • 1.4.5. Application enablement

2. Market forecasts and trends

• 2.1. IoT connectivity management platforms
  • 2.1.1. IoT connectivity management platform market forecast
  • 2.1.2. Incumbents dominate the IoT connectivity management platform market
  • 2.1.3. New entrants drive market change offering managed services
  • 2.1.4. IoT MVNOs account for 15 percent of IoT connections in mature markets
  • 2.1.5. LoRaWAN continues its momentum
  • 2.1.6. IoT MVNOs are driving consolidation in the IoT connectivity market
  • 2.1.7. Distributed core networks facilitate global IoT connectivity services
• 2.2. IoT device management and application enablement platforms
  • 2.2.1. IoT device management and application enablement platform market forecast
  • 2.2.2. Industrial IoT is the largest addressable market for IoT platform vendors
  • 2.2.3. Secure device management key to smart meter deployments
  • 2.2.4. Consumer electronics suppliers adopt commercial IoT platforms
  • 2.2.5. Automotive OEMs implement OTA update services
  • 2.2.6. MQTT is the dominant IoT-specific communication protocol
  • 2.2.7. The IoT platform market is in a consolidation phase

3. Connectivity management platforms

• 3.1. IoT connectivity management platforms
  • 3.1.1. Mobile network operators adopt multi-platform strategies
• 3.2. SIM management solutions
  • 3.2.1. eSIM adoption is gathering pace as standard matures
• 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. EMnify
  • 3.3.7. Ericsson
  • 3.3.8. floLIVE
  • 3.3.9. Huawei
  • 3.3.10. IoTM Solutions
  • 3.3.11. Mavoco
  • 3.3.12. Nexign
  • 3.3.13. Nokia
  • 3.3.14. 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. Caburn Group
  • 3.5.6. Cubic Telecom
  • 3.5.7. Eseye
  • 3.5.8. iBASIS
  • 3.5.9. KORE Wireless
  • 3.5.10. Pod Group
  • 3.5.11. Soracom
  • 3.5.12. Transatel
  • 3.5.13. Truphone
  • 3.5.14. Twilio
  • 3.5.15. u-blox
  • 3.5.16. Wireless Logic
• 3.6. SIM solution providers
  • 3.6.1. Giesecke+Devrient
  • 3.6.2. IDEMIA
  • 3.6.3. Thales

4. Device management and application enablement platforms

• 4.1. Device management and application enablement services
  • 4.1.1. Cloud service providers increasingly dominate 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. AVSystem
  • 4.2.6. Axonize
  • 4.2.7. Ayla Networks
  • 4.2.8. Bosch
  • 4.2.9. C3.ai
  • 4.2.10. Chordant
  • 4.2.11. Davra
  • 4.2.12. Device Insight
  • 4.2.13. Eurotech
  • 4.2.14. Exosite
  • 4.2.15. Friendly Technologies
  • 4.2.16. General Electric
  • 4.2.17. Google
  • 4.2.18. Hitachi
  • 4.2.19. IBM
  • 4.2.20. IoTerop
  • 4.2.21. Losant
  • 4.2.22. Microsoft
  • 4.2.23. Oracle
  • 4.2.24. Particle
  • 4.2.25. Pelion (Arm)
  • 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

List of Figures

• Figure 1.1: The core elements of an IoT solution
• Figure 1.2: IoT protocols and standards
• Figure 1.3: Cost comparison between wireless module and wireless SoC designs
• Figure 1.4: The evolution of SIM form factors
• Figure 1.5: Top programming languages
• Figure 1.6: Major embedded operating systems
• Figure 1.7: Comparison between wireless technologies
• Figure 1.8: Comparison between traditional SIM and eUICC lifecycle models
• Figure 2.1: Distribution of IoT SIMs by IoT CMP category (World 2019)
• Figure 2.2: IoT connectivity management platform market forecast (World 2018-2024)
• Figure 2.3: Top 5 IoT connectivity management platform vendors (Q4-2019)
• Figure 2.4: IoT connectivity management services market landscape
• Figure 2.5: Top 10 IoT managed service providers by IoT connections (Q4-2019)
• Figure 2.6: Merger & acquisition activity in the IoT connectivity market (2016-2020)
• Figure 2.7: IoT DMP and AEP revenues (World 2018-2024)
• Figure 2.8: Merger & acquisition activity in the IoT platform market (2016-2020)
• Figure 3.1: Cellular IoT subscribers by region (World 2018-2024)
• Figure 3.2: IoT connectivity management platform by mobile operator (Q2-2020)
• Figure 3.3: eSIM market landscape
• Figure 3.4: Actility's ThingPark Wireless platform
• Figure 3.5: IoT billing monetisation models supported by Amdocs' IoT Monetization
• Figure 3.6: Cisco IoT Control Center partners by region (Q2-2020)
• Figure 3.7: Ericsson IoT Accelerator operator partners by region (Q2-2020)
• Figure 3.8: Nokia WING operator partners by region (Q4-2020)
• Figure 3.9: NTELS' IoT Business Support System
• Figure 3.10: Orange cellular IoT subscribers by country (2015-2019)
• Figure 3.11: Telefónica IoT business KPIs (2015-2019)
• Figure 3.12: Telefónica IoT subscribers by country (2015-2019)
• Figure 3.13: Vodafone Group IoT business KPIs (FY2017-FY2020)
• Figure 3.14: Vodafone's IoT operator partners by region (Q4-2019)
• Figure 3.15: u-blox Thingstream platform overview
• Figure 4.1: Cloud infrastructure service provider market shares (World 2019)
• Figure 4.2: Cellular baseband and IoT module vendor market shares (World 2019)
• Figure 4.3: Industrial automation architecture
• Figure 4.4: Alibaba Cloud IoT Platform
• Figure 4.5: IoT solutions in Altair's SmartWorks suite
• Figure 4.6: AWS IoT services
• Figure 4.7: Eurotech's Everyware IoT solution
• Figure 4.8: The two software stacks of the Predix Platform
• Figure 4.9: Lumada IoT platform architecture
• Figure 4.10: IBM Watson IoT Platform architecture
• Figure 4.11: Azure IoT technologies and solutions
• Figure 4.12: PTC IoT business KPIs (FY-2016-2019)
• Figure 4.13: PTC's ThingWorx platform
• Figure 4.14: Sierra Wireless' device-to-cloud offering
• Figure 4.15: Software AG cloud and IoT revenues (2017-2019)
• Figure 4.16: Software AG's product portfolio
• Figure 4.17: Telit IoT Platform
• Figure 4.18: Tuya Smart overview
• Figure 4.19: Waylay's automation platform