ラテンアメリカのLPWAN産業：～2023年

IoTの台頭によりニッチ市場が形成される中、モバイルキャリアは地域のニーズを満たし、通信事業者および非通信事業者の双方と競争するため、ネットワーク開発を再戦略化する必要に迫られています。

当レポートでは、ラテンアメリカ地域のLPWAN産業を調査し、LPWANの概要、主なLPWAN技術の解説、MNO・非通信事業者によるLPWANの実装動向、IoT用LPWAN技術の詳細分析、接続数の予測、市場成長への各種影響因子の分析、成長機会・成長戦略の分析などをまとめています。

エグゼクティブサマリー

• 主要調査結果
• マーケットエンジニアリング測定

イントロダクション

LPWAN：概要

• LPWAN 概要
• IoTコネクティビティ：新しい選択肢
• 主要LPWAN技術の詳細
• MNO・非通信事業者によるLPWANの実装

IoT向けLPWAN技術

• LTE-M
• NB-IoT
• Sigfox
• LoRa
• RPMA

外的課題：推進因子と障壁

市場予測

• マーケットエンジニアリング測定
• 接続数の予測
• 接続数の予測に関するディスカッション
• 接続数のタイプ別シェアの予測
• 接続数のタイプ別シェアの予測に関するディスカッション

成長機会・推奨行動

• 成長機会：政府との協業
• 成長機会：産業専用ソリューション
• 成長機会：消費者向けIoT用途
• 戦略的必須要件

総論

付録

FROST & SULLIVANについて

Rise of IoT Creates Niche Markets, Forcing Mobile Carriers to Re-strategize Network Development to Meet Local Needs and Compete with Both Telcos and Non-telcos

Low power wide area network (LPWAN) is a wireless technology that is optimized for lower-bandwidth machine-to-machine (M2M) and Internet of Things (IoT) communication, delivering the benefits of lower-cost operations, lower pricing for network services, enhanced coverage, and longer battery life. Leading LPWAN technologies include LoRaWAN from the LoRa Alliance; Sigfox from Sigfox, a global company headquartered in France; RPMA, a technology from Ingenu; and Weightless technology standards from SIG.

Proprietary LPWANs typically operate in the license-free industrial, scientific, and medical (ISM) bands and are hence less expensive on a per-connection basis than current mobile cellular and other licensed radio options. Latency is not the primary concern; hence long-range operation is feasible. However, they face strong competition from licensed LPWAN cellular-based technologies, since at the same time, the cellular industry is also developing standards to support M2M and IoT deployments in an efficient manner. Some of these technologies include narrowband (NB)-IoT, LTE-M, NB LTE-MTC, and EC-GSM-IoT.

The Latin American LPWAN market is still at a nascent stage; therefore, this study will focus on the most advanced LPWAN deployments in the region:

1. Proprietary LPWAN technologies (in unlicensed spectrum):

• LoRaWAN
• Sigfox
• RPMA

2. LPWAN Cellular technologies in licensed spectrum:

• Narrowband IoT (NB-IoT)

• Long Term Evolution Machine Type Communication (LTE-MTC)

No single technology or company can meet the demands of IoT across sectors and consumers. While most technologies can be expected to coexist, the best alternatives will emerge from trial and error and by mapping features to requirements. The scale of IoT, though vast already, is still far from what can be achieved, and the demand has only just scratched the surface.

This market insight covers the following for the Latin American region:

• LPWAN overview and characteristics

• Detailed leading LPWAN technologies

• Analysis of LPWAN and mobile technologies being implemented by both MNOs and non-telcos

• Detailed analysis of LPWAN technologies for IoT applications

• Market forecast in terms of connections

• Market drivers and restraints

• Growth opportunities and strategic imperatives for success

The base year of this insight is 2017, with forecasts running up to 2023. The research highlights key trends impacting the Latin American LPWAN market and outlines future implications.

Key Issues Addressed:

• Will the market continue to grow over the forecast period? If so, at what rate?

• Where does LPWAN stand today in Latin America?

• What are the primary challenges faced by vendors addressing this market?

• What are the drivers and restraints for market growth?

• What are the market opportunities for Mobile Network Operators?

• What are the revenue breakups by technology type (licensed/unlicensed)? Which is the fastest-growing?

Table of Contents

1. LATIN AMERICAN LPWAN INDUSTRY, FORECAST TO 2023

Executive Summary

• Key Findings
• Market Engineering Measurements
• Market Engineering Measurements (continued)

Introduction

• Market Definitions
• Research Scope
• Research Scope-Technology Segmentation
• Key Questions This Insight Will Answer

LPWAN Overview

• LPWAN Overview
• LPWAN Overview (continued)
• LPWAN Overview (continued)
• IoT Connectivity-Emerging Options
• Details of Leading LPWAN Technologies
• LPWAN Implementation by Both MNOs and Non-telcos

LPWAN Technologies for IoT Applications

• LTE-M for IoT Applications
• LTE-M for IoT Applications (continued)
• LTE-M for IoT Applications (continued)
• NB-IoT for IoT Applications
• NB-IoT for IoT Applications (continued)
• NB-IoT for IoT Applications (continued)
• Sigfox for IoT Applications
• Sigfox for IoT Applications (continued)
• Sigfox for IoT Applications (continued)
• LoRa for IoT Applications
• LoRa for IoT Applications (continued)
• LoRa for IoT Applications (continued)
• RPMA for IoT Applications
• RPMA for IoT Applications (continued)
• RPMA for IoT Applications (continued)

External Challenges: Drivers and Restraints - LPWAN Market

• Market Drivers
• Market Restraints

Market Forecast

• Market Engineering Measurements
• Market Engineering Measurements (continued)
• Connections Forecast
• Connections Forecast Discussion
• Percent Connection Forecast by Type
• Connections by Type Forecast Discussion

Growth Opportunities and Companies to Action

• Growth Opportunity 1: Working Closely with Governments
• Growth Opportunity 2: Vertical-specific Solutions
• Growth Opportunity 3: Consumer IoT Applications
• Strategic Imperatives for LPWAN Market Participants

The Last Word

• The Last Word-Key Takeaways
• Legal Disclaimer

Appendix

• List of Exhibits
• List of Exhibits (continued)

The Frost & Sullivan Story

• The Frost & Sullivan Story
• Value Proposition: Future of Your Company & Career
• Global Perspective
• Industry Convergence
• 360° Research Perspective
• Implementation Excellence
• Our Blue Ocean Strategy