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IoTと組み込みOSの世界市場:ソフトウェアの価値と、中核部から導かれるその差別化

The Global Market for IoT and Embedded Operating Systems: Software Value & Differentiation Driven From the Core

発行 VDC Research Group, Inc. 商品コード 325240
出版日 ページ情報 英文 30 Pages
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IoTと組み込みOSの世界市場:ソフトウェアの価値と、中核部から導かれるその差別化 The Global Market for IoT and Embedded Operating Systems: Software Value & Differentiation Driven From the Core
出版日: 2015年02月28日 ページ情報: 英文 30 Pages
概要

IoT (モノのインターネット) は、組み込み/リアルタイムOSの世界を転換し、新しいコネクテッドデバイス・クラスや、アプリケーション規制の厳格化、そして新規ビジネスモデルや関連製品・サービスの充実したエコシステムに関する市場機会などに対応できるものへと転換しようとしています。組み込みOSのサプライヤーは、自社のソフトウェア開発やミドルウェア・サービス、関連エンジニアリングサービスなどを拡張させながら、自らの商用/Linux/オープンソースOSを急速に適応させて、接続性を確保する必要があります。

当レポートでは、リアルタイム式/非リアルタイム式の組み込み型OS (オペレーティングシステム) 市場における最新動向や、関連製品・サービス市場の概況、今後の市場機会・課題などについて分析しております。

エグゼクティブサマリー

  • 主な分析結果

世界市場の概況

  • 将来予測 (今後5年間) :IoTの拡大傾向
  • 近年の動向
  • 競争環境

地域別の予測

  • 南北アメリカ
    • 将来予測 (今後5年間) :過当競争状態
  • 欧州・中東・アフリカ地域 (EMEA)
    • 将来予測 (今後5年間) :主要産業向け需要の確保
  • アジア太平洋地域 (APAC)
    • 将来予測 (今後5年間) :世界最大の成長市場

産業別市場の予測結果の比較

  • 組み込み/リアルタイムOS&サービス
  • 通信/データ通信
  • 産業自動化
  • 軍事/航空宇宙
  • 新興国市場

競争環境

  • 市場概況
  • ベンダーの考察

競合情勢

  • セキュリティ上の要件に伴う、完全OSソリューション需要の拡大
  • エンジニアリング組織の規模がOSの利用状況に与える影響
  • 判断基準は産業により大きく異なる
  • 開発ツールに対する期待の変化

追加的な考察

  • 組み込みOS市場の差別化要因と分類方法

VDCの分析

目次

Embedded operating systems are rapidly evolving to support the growing performance and functionality requirements for both traditional and connected device classes across industries. Embedded software has emerged as a primary vehicle through which engineering organizations can provide more value, increase differentiation, and control end-user experiences. This report analyzes emerging trends for commercially available real-time and non-real-time operating systems and other related bundled products and services used in embedded systems.

What questions are addressed ?

  • How is open source software influencing the commercial markets for Linux and traditional real-time operating systems?
  • What OS markets will see the highest growth over the next several years?
  • What impact will the Internet of Things have on embedded OS offerings?
  • Is Android seeing strong adoption in embedded verticals beyond mobile devices?
  • How are Linux vendors differentiating their solutions?
  • Where should OS providers pool their investments for supporting software development and tooling?
  • Why are more users migrating to commercial OS solutions from in-house, roll-your-own systems?
  • How should vendors react to the expanding OS offerings of semiconductor suppliers and other non-traditional embedded software players?

Executive Summary

The Internet of Things is transforming the embedded/real-time operating systems space with new connected device classes, stricter application requirements, and opportunities for new business models and fruitful ecosystem relationships. The landscape and its vendors are challenged by growing competition produced by both traditional and unconventional sources, such as semiconductor providers. Embedded OS suppliers must rapidly adapt their commercial, Linux, and open source OSs to support secure connectivity while expanding their software development and middleware offerings and relevant engineering services.

Did You Know?

The software stack is the primary means for enabling embedded differentiation, delivering over-the-top value, and controlling end user experiences, which is especially crucial for OS vendors.

Key Findings

  • The global market for embedded/real-time OSs will grow at a 3-year CAGR of X.X% through 2016 to amount to more than $X.XB.
  • Global shipments of embedded open source/freely available OSs totaled more than 3.7 times the shipments for commercial OSs in 2013.
  • The IoT will help drive embedded OS market growth in both leading vertical markets such as industrial automation and emerging industries like medical devices and retail automation.
  • Virtualization and hypervisor technologies are widely supported and supplied by leading vendors such as Green Hills Software, Microsoft, and Wind River.
  • Microsoft and Wind River account for more than half of global embedded/real-time OS market revenues in 2013.
  • Reliability/stability, real-time capabilities/performance, and the availability of development tools are the leading criteria for embedded OS selection for embedded engineers on current projects.

Global Market Overview

EXHIBIT 1:
Global Revenue & Unit Shipments oF Embedded/Real-time Operating Systems
and Related Services(US $m; Billions of Units)

EXHIBIT 2:
Global Shipments oF Embedded/Real-time Operating Systems
and Related Services by OS type(US $m)

Five-Year Forecast: IoT is a Growth Direction

The markets for embedded/real-time OSs are seeing new opportunities for growth and expansion through the rapidly developing Internet of Things (IoT). In 2013, the markets for traditional real-time OSs, embedded Linux, and other OSs amounted to approximately $XXX.XM, $XXX.XM, and $XXX.XM, respectively. The IoT enables the creation of new business models, licensing opportunities, and partnerships to increase revenues for embedded and enterprise software vendors across industries. These new connected device classes are supported by a wide variety of intelligent applications and services. At the core of each connected device, IoT node, intelligent gateway, and piece of IT infrastructure is a progressively more sophisticated embedded operating system that is often part of a larger solution/system architecture. As a result, the IoT will completely redefine the landscape for traditional embedded OSs and drive growth opportunities and embedded requirements for the next several years.

For engineers across vertical markets, the OS is the core of much more complex and difficult-to-design IoT and embedded systems, putting software support at a premium. OEMs are faced with a wide variety of challenges such as enabling connectivity and integrating with third-party services in addition to more-traditional challenges of producing new features and decreasing project schedules and budgets. Embedded/real-time OS vendors are now required to provide much more of the software stack in addition to supplying/supporting a variety of development tools/environments; they must facilitate complete solution development while enabling OEMs to differentiate their solutions. Embedded software has gradually emerged as the primary vehicle through which engineering organizations could differentiate their products and control end-user experiences.

The IoT is also driving the use of open source OSs and the need for open frameworks and interoperability/integration. A wide variety of open source IoT software frameworks and tools continues to emerge from the likes of Eclipse, DeviceHive, AllJoyn from Qualcomm with the AllSeen Alliance, and more. Linux, in particular, continues to grow its developer base and support from leading vendors and is the primary operating system for new connected device classes such as IoT gateways. Android saw more than 600 million unit shipments for mobile consumer devices in 2013 and continues to see strong traction in applications such as connected car systems, medical devices, and military communication devices (much to the expense of Windows CE/Compact). Android will benefit from the IoT with its integrated connectivity, vast developer community, and royalty-free licensing model.

The landscape for small-footprint, real-time OSs is changing. A variety of market factors - including the continued adoption of FreeRTOS and new offerings from non-traditional semiconductor suppliers (e.g. ARM, Freescale, Intel) - are pressuring vendors with low-footprint offerings such as CMX, Express Logic, and Micrium. Real-time capabilities/performance remain top of mind for many engineers of current embedded projects, and we expect RTOSs to absorb much adoption from no-OS systems, particularly as larger OS vendors push toward smaller device footprints with their generally broader portfolios of software, middleware, tools, and professional services.

Virtualization continues to be a major technology offered by leading OS vendors for enabling OEMs and service providers to save money through consolidating and controlling hardware resources. Use cases and developer familiarity/expertise continue grow in parallel with the addition of solutions to OS vendor portfolios. Just recently, QNX Software Systems announced its QNX Hypervisor 1.0, a real-time type-1 hypervisor for a variety of applications. QNX's main objective is to consolidate multiple OSs onto a single system-on-chip (SoC) or platform and simplify the certification process for safety-critical systems. The top four leading vendors of embedded/real-time OSs now support virtualization technology. Virtualization's future as a standalone solution is uncertain, but it presents embedded OS vendors an opportunity to provide support and value for engineers tackling progressively challenging and regulated embedded designs with complex multicore hardware architectures.

XX Commercial in Confidence.

About the Authors

Daniel Mandell supports a variety of syndicated market research programs and custom engagements in the IoT & Embedded Technology practices. He leads the research services for IoT gateways, embedded processors, and other computing hardware in addition to supporting programs such as embedded/real-time operating systems. Daniel also develops, programs, and manages end-user surveys to embedded engineers and uncovers useful and interesting insights regarding buyer behaviors, technology adoption, and device/application requirements. His working relationship with VDC dates back to 2005 and includes stints with Business Development as well as the AutoID practice. Daniel holds a B.S. in Management Information Systems from Bridgewater State University.

Chris Rommel is responsible for syndicated research and consulting engagements focused on development and deployment solutions for intelligent systems. He has helped a wide variety of clients respond to and capitalize on the leading trends impacting next-generation device markets, such as security, the Internet of Things, and M2M connectivity as well as the growing need for system-level lifecycle management solutions. Chris has also led a range of proprietary consulting projects, including competitive analyses, strategic marketing initiative support, ecosystem development strategies, and vertical market opportunity assessments. Chris holds a B.A. in Business Economics and a B.A. in Public and Private Sector Organization from Brown University.

Table of Contents

Executive Summary

  • Key Findings

Global Market Overview

  • Exhibit 1: Global Revenue & Unit Shipments of Embedded/Real-Time Operating Systems and Related Services (US $M; Billions of Units)
  • Exhibit 2: Global Shipments of Embedded/Real-Time Operating Systems and Related Services by OS Type (US $M)
  • Five-Year Forecast: IoT is a Growth Direction
  • Recent Developments
  • Competitive Landscape

Regional Forecasts

  • Exhibit 3: Global Shipments of Embedded/Real-Time Operating Systems and Related Services by Geographic Region (US $M)
  • The Americas
    • Five-Year Forecast: Crowded With Competition
  • Europe, the Middle East, and Africa (EMEA)
    • Five-Year Forecast: Entrenched in Key Verticals
  • Asia-Pacific (APAC)
    • Five-Year Forecast: Largest Area for Growth

Comparative Forecast by Vertical Market

  • Exhibit 4: Global Shipments of Embedded/Real-Time Operating Systems and Related Services by Vertical Market (US $M)
  • Exhibit 5: Global Shipments of Embedded/Real-Time Operating Systems and Related Services by Vertical Market (units)
  • Embedded/Real-Time Operating Systems & Services
  • Telecom/Datacom
  • Industrial Automation
  • Military/Aerospace
  • Emerging Markets

Competitive Landscape

  • Exhibit 6: Global Shipments of Embedded/Real-Time Operating Systems and Related Services by Leading Vendors (% of Revenues)
  • Exhibit 7: Global Shipments of Embedded/Real-Time Operating Systems and Related Services by Leading Vendors and Vertical Market (% of Revenues)
  • Exhibit 8: Global Shipments of Embedded/Real-Time Operating Systems and Related Services by Leading Vendors and Geography (% of Revenues)
  • Market Overview
    • Exhibit 9: Global Shipments of Traditional Real-Time Operating Systems and Related Services by Leading Vendors (% of Revenues)
    • Exhibit 10: Global Shipments of Linux and Related Services by Leading Vendors (% of Revenues)
  • Vendor Insights

Competitive Landscape

  • Security Requirements Push for Complete OS Solutions
    • Exhibit 11: Importance of Security in Current Project, by Primary OS Type (% of Respondents)
  • OS Use Impacted by Engineering Organizations' Size
    • Exhibit 12: Primary OS Used in Current Projects, by Total Full-Time Employees at Respondent Companies (% of Respondents)
  • Criteria Valued Differently Across Industries
    • Exhibit 13: Most Important Characteristics When Selecting Primary OS, by Vertical Market (% of Respondents)
  • Expectations for Development Tools are Changing
    • Exhibit 14: Expected Change in Use of Tool Types over Next 3 Years, by Primary OS type (% of Respondents)
    • Exhibit 15: IDE Use by Vertical Market (% of Respondents)

Additional Insights

  • Embedded Operating System Market Definitions & Segmentations

VDC Research

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