셀룰러 및 LPWA IoT 디바이스의 생태계 6판 • Berg Insight

출판：Berg Insight 출판년월：2022년06월

Cellular and LPWA IoT Device Ecosystems -6th Edition

IoT (사물 인터넷)의 주요 광역 네트워킹의 주요 기술인 2G/3G/4G/5G 셀룰러, LoRa, Sigfox, 802.15.4 기반 프로토콜, 그리고 새로운 LPWA 기술 Wirepas Mesh, DECT-2020 NR, Mioty 등 폭넓은 기술을 대상으로 분석 해설하고 있습니다.

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Berg Insight「셀룰러 및 LPWA IoT 디바이스의 생태계 6판 – Cellular and LPWA IoT Device Ecosystems -6th Edition」IoT (사물 인터넷)의 주요 광역 네트워킹의 주요 기술인 2G/3G/4G/5G 셀룰러, LoRa, Sigfox, 802.15.4 기반 프로토콜, 그리고 새로운 LPWA 기술 Wirepas Mesh, DECT-2020 NR, Mioty 등 폭넓은 기술을 대상으로 분석 해설하고 있습니다. 또한 5년 시장 예측도 제공。

주요 게시물

사물 인터넷(IoT)용 광역 네트워크
3GPP 생태계
1. 기술적 특성
2. 반도체 공급업체
3. 모듈 공급업체
LoRa 및 LoRaWAN 생태계
1. 기술적 특성
2. 도달 범위
  1. 유럽
  2. 아시아 태평양 지역
  3. 남북미
  4. 중동 및 아프리카
3. 반도체 및 모듈 공급업체
Sigfox 생태계
1. 기술적 특성
2. 도달 범위
  1. 유럽
  2. 남북미
  3. 아시아 태평양 지역
  4. 중동 및 아프리카
3. 반도체 및 모듈 공급업체
LPWA의 새로운 생태계
1. IEEE 802.15.4
2. Wirepas Mesh
3. DECT-2020 NR
4. Mioty
5. 칩셋 및 모듈 공급업체
수직 시장 세그먼트
1. 전동 차량
2. 에너지 및 인프라
3. 산업 및 운송
4. 의료
5. 기타
시장 예측과 동향
1. 시장 요약
2. 3GPP
  1. 유럽
  2. 북미
  3. 라틴 아메리카
  4. 중국
  5. 기타 아시아 태평양 지역
  6. 중동 및 아프리카
3. LoRA
4. Sigfox
5. 새로운 LPWA 기술

Cellular and LPWA IoT Device Ecosystems gives a comprehensive overview of the main wide area networking technologies for the Internet of Things – 2G/3G/4G/5G cellular, LoRa, Sigfox as well as a group of emerging LPWA technologies including 802.15.4-based protocols, Wirepas Mesh, DECT-2020 NR and Mioty. This strategic research report from Berg Insight provides you with 160 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

The Internet of Things is weaving a new worldwide web of interconnected objects. As of Q1-2022, about 2.5 billion devices were connected to wide area networks based on cellular or LPWA technologies. The market is highly diverse and divided into multiple ecosystems. Berg Insight forecasts that annual shipments of cellular and non-3GPP LPWA IoT modules will grow at a compound annual growth rate (CAGR) of 18.2 percent from 507 million units in 2021 to 1.2 billion units in 2026.
사물 인터넷은 상호 연결된 개체의 새로운 전 세계 웹을 엮고 있습니다. 2022년 1분기 기준으로 약 25억 개의 장치가 셀룰러 또는 LPWA 기술을 기반으로 하는 광역 네트워크에 연결되었습니다. 시장은 매우 다양하며 여러 생태계로 나뉩니다. Berg Insight는 셀룰러 및 비3GPP LPWA IoT 모듈의 연간 출하량이 2021년 5억 700만 개에서 2026년 12억 개로 18.2%의 CAGR(연간 복합 성장률)로 성장할 것으로 예측합니다.
Get up to date with the latest trends from all main regions and vertical markets with this unique 160 page report.

Executive Summary

Cellular IoT module revenues grew 54 percent to reach US$ 5.3 billion in 2021

The Internet of Things is continuously evolving and expanding into new domains. By the end of 2021, approximately 2.5 billion devices were connected to wide area networks based on cellular or LPWA technologies. The market is highly diverse and divided into multiple ecosystems. This report will focus on the most prominent technology ecosystems for wide area IoT networking – the 3GPP ecosystem of cellular technologies and the LPWA technologies LoRa and Sigfox – as well as a group of emerging LPWA technologies including 802.15.4-based protocols, Wirepas Mesh, DECT-2020 NR and Mioty.

The 3GPP family of cellular technologies support the largest ecosystem in wide area IoT networking. Berg Insight estimates that the global number of cellular IoT subscribers amounted to 2.1 billion at the end of the year – corresponding to 20 percent of all mobile subscribers. Yearly shipments of cellular IoT modules increased by 39 percent in 2021 to reach 442 million units. Annual cellular IoT module revenues grew faster at 54 percent and amounted to US$ 5.3 billion in the year, reflecting strong customer demand in a constrained supply environment.

The cellular IoT technology landscape is in a phase of rapid transformation. Developments in China accelerate a global shift to 4G LTE technologies from 2G. The migration from 2G to 4G LTE began in advanced markets like the US, Japan, South Korea and Australia with 3G as an intermediate technology. The regions are early adopters of LTE Cat-1 devices, which are now showing rapid uptake globally. China is moving from GPRS to LTE Cat-1 and NB-IoT in the mass-market segment. NB-IoT module shipments remain highly concentrated to the country, though an increasing number of utilities worldwide are selecting the technology for their gas or water metering projects. LTE-M module shipments are in contrast growing rapidly across North America, Europe and parts of the Asia-Pacific region, primarily in the transport & logistics and utilities segments. At the high end, higher categories of LTE remain the main alternative for high-speed IoT devices, but will over time be replaced by 5G NR as network coverage and pricing improves. A key accelerator for the adoption of 5G in less demanding applications will be support for reduced capability (RedCap) devices.

LoRa is gaining momentum as a global connectivity platform for IoT devices. According to Semtech, the installed base of LoRa end nodes reached 240 million at the beginning of 2022. The first major volume application segments are smart gas and water metering, where LoRa’s low power consumption matches the requirements for long-life battery operation. LoRa is also gaining traction for metropolitan and local area IoT deployments for networking smart sensors and tracking devices in cities, industrial plants, commercial buildings and homes. Semtech generated US$ 134 million in annual revenues from the sales of LoRa chipsets in its financial year ending in January 2022. The company anticipates a 40 percent compound annual growth rate (CAGR) over the next five years. Berg Insight estimates that yearly shipments of LoRa devices reached 62 million units in calendar year 2021. Until 2026, yearly shipments are forecasted to grow at a CAGR of 33.5 percent to reach 263 million units. While China accounted for more than 50 percent of total shipments in 2021, LoRa device shipments in Europe and North America are expected to scale into significant volumes in the coming years as adoption increases in the consumer and enterprise sectors.

The Singapore-based Sigfox operator UnaBiz took over as the new owner of Sigfox in April 2022, setting a new direction for the Sigfox technology and operating model for the business. At the end of 2021, Sigfox reported close to 20 million connected devices. Berg Insight believes that the critical test for Sigfox will be how the technology is received in the asset tracking segment. In addition, sensor solutions in different industries is one of the most promising application areas for the technology. Berg Insight forecasts that shipments of Sigfox devices will grow at a CAGR of 19.3 percent from 2.6 million units in 2021 to 6.3 million units by 2026.

Emerging LPWA device ecosystems such as IEEE 802.15.4, Wirepas Mesh, Mioty and DECT-2020 NR has the potential to growth into significant IoT networking platforms in the coming years. So far, IEEE 802.15.4 has achieved the most widespread adoption. The technology is the most mature in the group and has gained support from several of the leading smart metering vendors. Wirepas Mesh counts an installed base in the millions and has been used in a number of large-scale projects. Mioty and DECT-2020 NR represent two even more nascent technologies – the former is yet mainly deployed in pilot projects while the latter is expecting its first commercial devices in 2022.

Highlights from the report

360-degree overview of the main IoT wide area networking ecosystems.
Comparison of technologies and standards.
Updated profiles of the main suppliers of IoT chipsets and modules.
Cellular IoT module market data for 2021.
Adoption trends for LPWA technologies including NB-IoT, LTE-M, LoRa and Sigfox.
Cellular and non-3GPP LPWA IoT device market forecasts until 2026.

Executive summary

1 Wide area networks for the Internet of Things

1.1 Which things will be connected to wide area networks?
1.1.1 Utility meters
1.1.2 Motor vehicles
1.1.3 Buildings
1.1.4 Low value assets – Industry 4.0 and consumer products
1.1.5 Future opportunities in smart cities
1.2 What are the technology options?
1.2.1 Network deployment models
1.2.2 Unlicensed and licensed frequency bands
1.2.3 Cost comparison for cellular and LPWA technologies
1.3 Which are the leading technology ecosystems?

2 3GPP ecosystem

2.1 Technology characteristics
2.1.1 3GPP Release 13 – Introducing LTE-M and NB-IoT
2.1.2 3GPP Release 14 – IoT enhancements and C-V2X
2.1.3 3GPP Release 15 – The first phase of 5G specifications
2.1.4 3GPP Release 16 – URLLC enhancements, IIoT features and 5G NR C-V2X
2.1.5 3GPP Release 17 – RedCap and non-terrestrial network communications
2.1.6 Network footprint
2.1.7 2G mobile networks
2.1.8 3G/4G mobile networks
2.1.9 4G/5G mobile IoT networks (LTE-M and NB-IoT)
2.1.10 5G mobile networks
2.2 Semiconductor vendors
2.2.1 ASR Microelectronics
2.2.2 Eigencomm
2.2.3 Intel
2.2.4 MediaTek
2.2.5 MLINK
2.2.6 Qualcomm
2.2.7 Samsung Electronics
2.2.8 Sequans Communications
2.2.9 Sony
2.2.10 UNISOC
2.2.11 Other semiconductor vendors
2.3 Module vendors
2.3.1 Cheerzing
2.3.2 China Mobile IoT
2.3.3 Fibocom
2.3.4 Gosuncn WeLink
2.3.5 MeiG Smart Technology
2.3.6 Murata
2.3.7 Neoway
2.3.8 Nordic Semiconductor
2.3.9 Quectel
2.3.10 Rolling Wireless
2.3.11 Sierra Wireless
2.3.12 Sunsea AIoT (SIMCom & Longsung)
2.3.13 Telit
2.3.14 Thales
2.3.15 u-blox
2.3.16 Other cellular IoT module vendors

3 LoRa and LoRaWAN ecosystem

3.1 Technology characteristics
3.2 Network footprint
3.2.1 Europe
3.2.2 Asia-Pacific
3.2.3 The Americas
3.2.4 Middle East & Africa
3.3 Semiconductor and module vendors
3.3.1 Semtech
3.3.2 Other semiconductor vendors
3.3.3 LoRa module vendors

4 Sigfox ecosystem

4.1 Technology characteristics
4.2 Network footprint
4.2.1 Europe
4.2.2 The Americas
4.2.3 Asia-Pacific
4.2.4 Middle East & Africa
4.2.5 Global satellite coverage planned in collaboration with Eutelsat
4.2.6 Examples of major Sigfox use cases
4.3 Semiconductor and module vendors
4.3.1 Semiconductor vendors
4.3.2 Sigfox module vendors

5 Emerging LPWA ecosystems

5.1 IEEE 802.15.4
5.1.1 Connectivity stacks based on 802.15.4
5.1.2 Network footprint
5.2 Wirepas Mesh
5.3 DECT-2020 NR
5.4 Mioty
5.5 Chipset and module vendors

6 Vertical market segments

6.1 Motor vehicles
6.1.1 OEM connected car applications
6.1.2 Aftermarket connected car applications
6.1.3 Connected commercial vehicle applications
6.2 Energy & Infrastructure
6.2.1 Smart electricity metering
6.2.2 Smart gas and water metering
6.2.3 Smart cities
6.3 Industry & Transport
6.4 Healthcare
6.5 Other
6.5.1 Buildings & security
6.5.2 Consumer products
6.5.3 Payments

7 Market forecasts and trends

7.1 Market summary
7.2 3GPP family
7.2.1 Europe
7.2.2 North America
7.2.3 Latin America
7.2.4 China
7.2.5 Rest of Asia-Pacific
7.2.6 Middle East & Africa
7.3 LoRa
7.4 Sigfox
7.5 Emerging LPWA technologies

Glossary

List of Figures

Figure 1.1: Top wide area IoT target segments (2021) ……………………………………………………..4
Figure 1.2: Building stock by category (EU27+3/US 2020)……………………………………………….5
Figure 1.3: Unlicensed and reserved radio frequencies available for wireless IoT………………10
Figure 1.4: Cost comparison for wireless modules (2022)………………………………………………. 12
Figure 2.1: Comparison of LTE IoT specifications………………………………………………………….. 16
Figure 2.2: Cost and capabilities of 5G NR devices ……………………………………………………….. 20
Figure 2.3: Number of LTE-M and NB-IoT networks (World 2018?2021)…………………………… 22
Figure 2.4: IoT solution design options ………………………………………………………………………… 24
Figure 2.5: Cost comparison between module and chipset designs………………………………… 24
Figure 2.6: Routes to market for cellular IoT chipsets …………………………………………………….. 25
Figure 2.7: Cellular IoT chipset vendor volume market shares (World 2021)…………………….. 26
Figure 2.8: Business activities of key global semiconductor vendors……………………………….. 27
Figure 2.9: MLINK’s product portfolio roadmap …………………………………………………………….. 32
Figure 2.10: QCT revenue streams………………………………………………………………………………. 34
Figure 2.11: Samsung’s latest automotive chip solutions……………………………………………….. 36
Figure 2.12: Sequans’ revenues by product segment ……………………………………………………. 37
Figure 2.13: Top cellular IoT module vendors, by revenues and shipments (World 2021)…..44
Figure 2.14: Fibocom’s embedded cellular IoT modules (Q2-2022) ………………………………… 48
Figure 2.15: Gosuncn WeLink’s embedded cellular IoT modules (Q2-2022)…………………….. 50
Figure 2.16: MeiG’s embedded cellular IoT modules (Q2-2022)……………………………………… 52
Figure 2.17: Neoway’s embedded cellular IoT modules (Q2-2022)………………………………….. 54
Figure 2.18: Regulatory certifications overview for nRF9160 …………………………………………… 57
Figure 2.19: Quectel’s cellular IoT module series (Q2-2022)…………………………………………… 59
Figure 2.20: Sierra Wireless’ device-to-cloud offering…………………………………………………….. 62
Figure 2.21: Sierra Wireless’ embedded cellular modules (Q2-2022) ………………………………. 62
Figure 2.22: SIMCom’s and Longsung’s embedded cellular IoT modules (Q2-2022) …………65
Figure 2.23: Telit’s embedded cellular IoT modules (Q2-2022)……………………………………….. 68
Figure 2.24: Thales’ embedded cellular IoT modules (Q2-2022)……………………………………… 71
Figure 2.25: u-blox’ embedded cellular IoT modules (Q2-2022)……………………………………….75
Figure 3.26: u-blox Thingstream platform overview ………………………………………………………..76
Figure 3.1: LoRaWAN network architecture……………………………………………………………………82
Figure 3.2: Public LoRaWAN network operators in Europe (Q2-2022)………………………………83
Figure 3.3: Public LoRaWAN network operators in Asia-Pacific (Q2-2022) ………………………..85
Figure 3.4: Public LoRaWAN network operators in the Americas (Q2-2022)………………………87
Figure 3.5: Public LoRaWAN network operators in Middle East & Africa (Q2-2022) ……………88
Figure 3.6: Semtech’s LoRa business KPIs (FY-2019?FY-2022)……………………………………….90
Figure 3.7: List of LoRa modules by vendor (Q2-2022)……………………………………………………93
Figure 4.1: Sigfox network architecture …………………………………………………………………………98
Figure 4.2: Sigfox network partners in Europe (Q1-2022)………………………………………………100
Figure 4.3: Sigfox networks in the Americas (Q1-2022)…………………………………………………102
Figure 4.4: Sigfox networks in Asia-Pacific and MEA (Q1-2022)……………………………………..103
Figure 4.5: List of Sigfox module vendors by supported regions (Q1-2022)…………………….107
Figure 5.1: Major 802.15.4 networking platforms for smart metering (Q1-2022)……………….114
Figure 5.2: Members of the Mioty Alliance …………………………………………………………………..118
Figure 6.1: OEM telematics attach rates in new vehicles, by region (2021/2026) ……………..122
Figure 6.2: Projected smart meter penetration in key markets (2026)……………………………..126
Figure 7.1: Cellular/LPWA IoT device shipment forecast, by region (World 2020?2026) ……137
Figure 7.2: Cellular/LPWA IoT device shipment forecast, by technology (2020?2026) ………138
Figure 7.3: Cellular IoT module shipments, by region (World 2020?2026)……………………….139
Figure 7.4: Cellular IoT module shipment forecast (World 2020?2026)……………………………140
Figure 7.5: Cellular IoT module shipment forecast (Europe 2020?2026)………………………….143
Figure 7.6: Cellular IoT module shipment forecast (North America 2020?2026) ……………….145
Figure 7.7: Cellular IoT module shipment forecast (Latin America 2020-2026) ………………..146
Figure 7.8: Cellular IoT module shipment forecast (China 2020-2026)……………………………148
Figure 7.9: Cellular IoT module shipment forecast (Rest of Asia-Pacific 2020-2026)…………150
Figure 7.10: Cellular IoT module shipment forecast (Middle East & Africa 2020-2026)……..152
Figure 7.11: LoRa device shipments forecast (World 2020-2026)…………………………………..154
Figure 7.12: Sigfox device shipments forecast (World 2020-2026)…………………………………155
Figure 7.13: 802.15.4 WAN device shipments forecast (World 2020-2026)……………………..157

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