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IoT予測:接続数・収益・技術動向 (2019-2028年)

IoT Forecast: Connections, Revenue and Technology Trends 2019-2028

発行 Analysys Mason 商品コード 922962
出版日 ページ情報 英文 25 Slides
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=111.31円で換算しております。
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IoT予測:接続数・収益・技術動向 (2019-2028年) IoT Forecast: Connections, Revenue and Technology Trends 2019-2028
出版日: 2020年01月22日 ページ情報: 英文 25 Slides
概要

世界のIoT接続数は予測期間中22%のCAGRで推移し、2028年には53億の規模に達すると予測されています。アクティブ接続数では予測期間を通じて中国が支配的位置付けとなる見通しです。5G IoT接続は2020年にスタートする見込みであり、接続数は2028年には1億4900万に拡大すると予測されています。バリューチェーン全体の総収益は2028年には2115億米ドルに増加すると予測されていますが、このうちわずか8%が接続収益となる見込みです。

当レポートでは、世界のIoT市場を調査し、世界および地域別の主要動向、バリューチェーンエレメント別の収益予測、地域・技術別の接続数の予測、産業部門別の接続数および収益の予測などをまとめています。

地域区分

  • 中欧・東欧
  • 中国
  • アジア太平洋先進国
  • アジア太平洋新興国 (中国を除く)
  • ラテンアメリカ
  • 中東・北アフリカ
  • 北米
  • サブサハラアフリカ
  • 西欧

主要メトリクス

  • 収益:バリューチェーンエレメント別
    • アプリケーション
    • 接続サービス
    • IoTハードウェア
  • IoT接続数:世界/地域別・技術別
    • 2G
    • 3G/4G
    • 5G
    • NB-IoT
    • LTE-M
    • その他LPWA
  • 接続数・収益:部門別
    • 自動車
    • 金融
    • ヘルス
    • 産業
    • スマートシティ
    • 小売
    • スマートビルディング
    • ユーティリティ
    • 農業
    • トラッキング
目次

"Connectivity revenue accounts for only 8% of the total IoT revenue opportunity; operators should therefore evaluate their strategies for capturing revenue from other areas of the value chain."

The total number of IoT connections worldwide will grow at a CAGR of 22% between the end of 2018 and 2028, and will reach 5.3 billion in 2028. China will dominate in terms of the number of active IoT connections throughout the forecast period. The first 5G IoT connections will emerge in 2020 and their number will grow to 149 million by 2028. The total value chain revenue will grow to USD211.5 billion by 2028, but connectivity revenue will only account for 8% of this. This report analyses the future trends in the growth of IoT revenue and the number of IoT connections, the impact of emerging IoT technologies and the sectors driving growth.

This report includes the analysis of:

  • technology trends including the number of 2G, 3G/4G, 5G, NB-IoT, LTE-M and ‘other LPWA' connections worldwide
  • key industry sectors and the share of connections and revenue that they contribute
  • the revenue generated worldwide from hardware, applications and connectivity services.

COVERAGE:

Geographical coverageKey metrics

  Regions modelled

  • Central and Eastern Europe (CEE)
  • China
  • Developed Asia-Pacific (DVAP)
  • Emerging Asia-Pacific excluding China (EMAP)
  • Latin America (LATAM)
  • Middle East and North Africa (MENA)
  • North America (NA)
  • Sub-Saharan Africa (SSA)
  • Western Europe (WE)

  Revenue for the following value chain elements:

  • applications
  • connectivity services
  • IoT hardware.

  IoT connections worldwide and by region, by technology type:

  • 2G
  • 3G/4G
  • 5G
  • NB-IoT
  • LTE-M
  • 'other LPWA'.

  Connections and revenue, by sector:

  • automotive
  • finance
  • health
  • industries
  • smart cities
  • retail
  • smart buildings
  • utilities
  • agriculture
  • tracking.

Full country level coverage of the forecasts is included in Analysys Mason's DataHub.

Table of Contents

  • 7. Worldwide trends
  • 8. Worldwide: the total number of IoT connections worldwide will grow sevenfold between 2018 and 2028 to reach 5.3 billion in 2028
  • 9. Worldwide: the number of LPWA connections will surpass that of traditional cellular connections in 2025
  • 10. Worldwide: China will generate the largest number of high-bandwidth 5G IoT connections
  • 11. Worldwide: the total number of LPWA connections will grow to 3.2billion by 2028 at a CAGR of 45%
  • 12. Worldwide: automotive is the largest sector in terms of the total value chain revenue throughout the forecast period
  • 13. Worldwide: application revenue will form the largest share of the total value chain revenue, reaching 66% by 2028
  • 14. Worldwide: a larger proportion of LPWA revenue comes from hardware than for cellular revenue
  • 15. Worldwide: connectivity ARPC is low and is subject to increasing price pressure
  • 16. Worldwide: China, North America and Western Europe generate almost two thirds of the total IoT revenue worldwide
  • 17. Regional trends
  • 18. Regional trends: IoT revenue in North America will grow to USD49 billion by 2028 and will form the largest share of the global total (23%)
  • 19. Regional trends: China will generate significant IoT revenue from sectors other than automotive
  • 20. Regional trends: Western Europe will generate the third-highest IoT revenue by 2028
  • 21. Regional trends: there will be 500 million IoT connections in developed Asia-Pacific by 2028; utilities and automotive will be the largest sectors
  • 22. Regional trends: there will be almost 350 million IoT connections in Central and Eastern Europe by 2028, leading to USD16 billion in revenue
  • 23. Regional trends: emerging Asia-Pacific (excluding China) will generate USD13billion in IoT revenue by 2028, USD1 billon of which will be from connectivity
  • 24. Regional trends: the IoT sector in Latin America will be driven by tracking and automotive applications by 2028
  • 25. Regional trends: the IoT market in the Middle East and Africa has been slow to develop, but IoT revenue will grow to USD6.5 billion in 2028
  • 26. Regional trends: new entrants deploying LPWA networks are shaking up the IoT connectivity market in Sub-Saharan Africa
  • 27. IoT sector trends
  • 28. Sector analysis: the automotive sector will generate the greatest share of IoT connections and connectivity revenue worldwide
  • 29. Sector analysis: sector applications that are largely supported by LPWA technology will generate a much lower monthly connectivity ARPC
  • 30. Sector analysis: the 5G IoT opportunity should be considered in terms of short-term, medium-term and long-term opportunities
  • 31. Sector analysis: the automotive sector will generate 2.5 times more revenue than the next-largest sector
  • 32. Sector analysis: few operators have built credibility in the utilities, smart cities or agriculture sectors; competition from specialists is intense
  • 33. Sector analysis: other sectors generate less IoT revenue, but IoT could still form part of a broader and more-valuable proposition
  • 34. Comparison with previous forecast
  • 35. Comparison of the January 2020 forecast with the March 2019 forecast
  • 36. About the authors and Analysys Mason
  • 37. About the authors
  • 38. Analysys Mason's consulting and research are uniquely positioned
  • 39. Research from Analysys Mason
  • 40. Consulting from Analysys Mason

List of Figures

  • Figure 1: Total IoT connections by region, 2016-2028
  • Figure 2: Total IoT connections by network type, 2016-2028
  • Figure 3: 5G IoT connections by region, 2020-2028
  • Figure 4: LPWA connections, by technology, 2028
  • Figure 5: LPWA network announcements, by technology, 4Q 2018 and 4Q 2019
  • Figure 6: Connections share by sector, worldwide, 2016-2028
  • Figure 7: Connectivity revenue share by sector, worldwide, 2016-2028
  • Figure 8: Revenue by type and blended ARPC, worldwide, 2016-2028
  • Figure 9: Percentage of TVC revenue from each component for traditional cellular and LPWA networks, worldwide, 2028
  • Figure 10: IoT connections, by technology, worldwide, 2028
  • Figure 11: Percentage of cellular revenue from each component, worldwide, 2028
  • Figure 12: Percentage of LPWA revenue from each component, worldwide, 2028
  • Figure 13: Cellular and LPWA connectivity revenue and ARPC, worldwide, 2016-2028
  • Figure 14: Total IoT connections and total value chain revenue by region, 2028
  • Figure 15: IoT connections by sector, North America, 2028
  • Figure 16: 5G IoT connections by sector, North America, 2028
  • Figure 17: IoT connections by sector, China, 2028
  • Figure 18: 5G IoT connections by sector, China, 2028
  • Figure 19: IoT connections by sector, Western Europe, 2028
  • Figure 20: 5G IoT connections by sector, Western Europe, 2028
  • Figure 21: IoT connections by sector, DVAP, 2028
  • Figure 22: Connections share by technology, DVAP, 2018 and 2028
  • Figure 23: IoT connections by sector, CEE, 2028
  • Figure 24: Connections share by technology, CEE, 2018 and 2028
  • Figure 25: IoT connections by sector, EMAP, 2028
  • Figure 26: Connections share by technology, EMAP, 2018 and 2028
  • Figure 27: IoT connections by sector, LATAM, 2028
  • Figure 28: Connections share by technology, LATAM, 2018 and 2028
  • Figure 29: IoT connections by sector, MENA, 2028
  • Figure 30: Connections share by technology, MENA, 2018 and 2028
  • Figure 31: IoT connections by sector, SSA, 2028
  • Figure 32: Connections share by technology, SSA, 2018 and 2028
  • Figure 33: IoT connections by sector, worldwide, 2028
  • Figure 34: Connectivity revenue by sector, worldwide, 2028
  • Figure 35: Connectivity ARPC by sector, worldwide, 2016-2028
  • Figure 36: 5G IoT connections by sector, worldwide, 2020-2028
  • Figure 37: Percentage of the total value chain revenue from each revenue component, automotive sector, worldwide, 2028
  • Figure 38: Percentage of the total value chain revenue from each revenue component, smart buildings sector, worldwide, 2028
  • Figure 39: Percentage of the total value chain revenue from each revenue component, tracking sector, worldwide, 2028
  • Figure 40: Percentage of the total value chain revenue from each revenue component, utilities sector, worldwide, 2028
  • Figure 41: Percentage of the total value chain revenue from each revenue component, smart cities sector, worldwide, 2028
  • Figure 42: Percentage of the total value chain revenue from each revenue component, agriculture sector, worldwide, 2028
  • Figure 43: Percentage of the total value chain revenue from each revenue component, other sectors, worldwide, 2028
  • Figure 44: Previous IoT connections forecast versus new IoT connections forecast, worldwide, 2016-2027
  • Figure 45: Previous total value chain revenue forecast versus new total value chain revenue forecast, worldwide, 2016-2027
  • Figure 46: Previous connectivity revenue forecast versus new connectivity revenue forecast, worldwide, 2016-2027
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