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Berg Insight在12月中旬发布的《全球M2M/IoT通讯市场（Global M2M/IoT Communications Market）》报告预估，2016年全球蜂窝M2M订户数量将增加30%，并在年底达到3.981亿户，占所有移动订户总数的5%。到2021年，蜂窝M2M订户数将以26.2%的复合年增长率，并在这一阶段末实现12.748亿户规模。同一时期，移动通信用户的增长率为26%。
地域上，欧洲和北美的M2M通信最发达，采用率超过20%。其中，欧洲Q2-2016期间的M2M订户数估计为9550万户，北美为6250万户。日本、韩国的M2M订户比例分别为10.3%、8.5%。
在新兴国家中，中国、巴西、俄罗斯、南非、土耳其的蜂窝M2M订户率居前。其中，中国在Q2-2016已经安装了1.18亿台M2M设备，但是相对采用率只有欧洲和北美的一般，为8.6%。
Index
Table of Contents
Table of Contents ......................................................i
List of Figures ........................................................vi
Executive summary ......................................................1
1 M2M/IoT networking and technologies ..................................3
1.1 Cellular M2M/IoT from 2G to 4G and beyond ..........................3
1.1.1 2G/3G mobile networks ............................................3
1.1.2 4G mobile networks ...............................................4
1.1.3 LTE-M and NB-IoT .................................................5
1.2 LPWA and satellite technologies ....................................7
1.2.1 LoRa .............................................................8
1.2.2 Sigfox ...........................................................9
1.2.3 Ingenu ...........................................................11
1.2.4 Satellite technologies ...........................................11
1.3 Cellular and LPWA technologies in the IoT market ...................11
1.4 IoT devices in cellular networks ...................................14
1.4.1 Cellular IoT modules and hardware ................................14
1.4.2 SIM solutions and embedded UICC ..................................16
1.4.3 IoT connectivity management platforms ............................19
1.4.4 IoT application enablement platforms .............................22
1.5 International coverage and alliances ...............................26
1.5.1 Roaming and international coverage ...............................26
1.5.2 Mobile operator alliances ........................................27
2 Europe ...............................................................31
2.1 Regional market trends .............................................31
2.1.1 Western Europe ...................................................33
2.1.2 Regional market trends in Western Europe .........................36
2.1.3 Central Eastern Europe ...........................................43
2.1.4 Russia & CIS......................................................44
2.2 Mobile operators ...................................................45
2.2.1 Vodafone .........................................................46
2.2.2 Deutsche Telekom .................................................49
2.2.3 Telefónica .......................................................51
2.2.4 Orange............................................................55
2.2.5 Telenor ..........................................................57
2.2.6 3 Group Europe ...................................................59
2.2.7 EE ...............................................................60
2.2.8 Jersey Telecom ..........................................61
2.2.9 KPN ............................................................61
2.2.10 Megafon .....................................................62
2.2.11 MTS ............................................................63
2.2.12 POST Luxembourg .....................................64
2.2.13 Proximus .....................................................64
2.2.14 SFR .............................................................65
2.2.15 Telecom Italia .............................................66
2.2.16 Swisscom ...................................................66
2.2.17 Telekom Austria ..........................................67
2.2.18 Telia Company ...........................................69
2.2.19 Tele2 ...................................................................71
2.2.20 UtilityConnect .....................................................72
2.2.21 Vimpelcom .........................................................72
2.3 M2M managed service providers .............................73
2.3.1 Com4 ..................................................................74
2.3.2 Cubic Telecom ...................................................74
2.3.3 Eseye ..................................................................75
2.3.4 Sierra Wireless ....................................................75
2.3.5 Stream Technologies .........................................76
2.3.6 Telit .....................................................................78
2.3.7 Wireless Logic ....................................................78
2.3.8 Others ..............................................................80
2.4 LPWA networks ......................................................81
2.4.1 LoRa networks .................................................81
2.4.2 Sigfox and network partners ...........................83
3 The Americas .................................................................85
3.1 Regional market trends .........................................85
3.1.1 United States and Canada ..............................87
3.1.2 Brazil ................................................................89
3.1.3 Rest of Latin America ...............................90
3.2 Mobile operators .............................................91
3.2.1 AT&T .........................................................92
3.2.2 Verizon ......................................................94
3.2.3 Sprint ........................................................96
3.2.4 T-Mobile USA ...........................................98
3.2.5 Rogers Communications ..........................99
3.2.6 Bell Canada ..............................................100
3.2.7 América Móvil ...........................................100
3.2.8 Vivo and Telefónica Latin America ...........101
3.2.9 Other mobile operators in Latin America .102
3.3 M2M managed service providers ...................104
3.3.1 Aeris Communications .............................104
3.3.2 KORE Telematics .....................................105
3.3.3 Numerex ...................................................107
3.4 LPWA networks...............................................107
3.4.1 LoRa networks ..........................................108
3.4.2 Ingenu ......................................................108
3.4.3 Sigfox and network partners ....................109
3.4.4 Silver Spring Networks .............................109
3.5 Satellite networks ............................................110
3.5.1 Orbcomm .................................................111
3.5.2 Iridium .......................................................112
3.5.3 Inmarsat ....................................................112
3.5.4 Globalstar .................................................113
4 Asia-Pacific ..............................................................115
4.1 Regional market trends ..................................115
4.1.1 China ........................................................117
4.1.2 Japan and South Korea ...........................119
4.1.3 Australia and New Zealand ......................120
4.1.4 Southeast Asia .........................................121
4.1.5 India and South Asia ................................122
4.2 Mobile operators .............................................122
4.2.1 China Mobile ............................................123
4.2.2 China Unicom ...........................................125
4.2.3 China Telecom .........................................126
4.2.4 Softbank ...................................................127
4.2.5 NTT Docomo ............................................128
4.2.6 KDDI .........................................................129
4.2.7 SK Telecom ..............................................130
4.2.8 Reliance ....................................................131
4.2.9 Singtel.......................................................132
4.2.10 Telstra .......................................................133
4.3 LPWA networks ...............................................134
5 Middle East & Africa ................................................137
5.1 Regional market trends ..................................137
5.1.1 Middle East ...............................................138
5.1.2 Africa .........................................................139
5.2 Mobile operators .............................................140
5.2.1 Etisalat ......................................................140
5.2.2 FastNet .....................................................141
5.2.3 Ooredoo ...................................................142
5.2.4 MTN ..........................................................143
5.2.5 Turkcell .....................................................143
5.2.6 Vodacom ..................................................144
5.2.7 Zain ...........................................................145
5.3 LPWA networks ...............................................145
6 Market forecasts and trends ...................................147
6.1 Geographic markets .......................................147
6.1.1 Global market summary ...........................149
6.1.2 Europe ......................................................152
6.1.3 North America ..........................................154
6.1.4 Latin America ............................................156
6.1.5 Asia-Pacific ...............................................158
6.1.6 Middle East & Africa .................................160
6.2 Vertical markets ..............................................162
6.2.1 Connected cars are here and soon they will be autonomous .......................... 164
6.2.2 International consolidation and growth in the fleet management industry ....... 165
6.2.3 Governments and utilities leverage IoT to address critical challenges ............. 167
6.2.4 POS terminals is a key application category in emerging markets .................. 168
6.2.5 Is the time ripe for IoT to break into the consumer market? ............................. 169
6.3 Technology trends ...................................................................171
6.3.1 2G is still thriving as 4G replaces 3G ................................171
6.3.2 NB-IoT gets a warm reception from the mobile operator community .............. 172
6.3.3 LoRa takes early lead in the alternative LPWA race ..........173
6.4 Industry trends .........................................................................175
6.4.1 Mobile operators reveal financial metrics for IoT ..............175
6.4.2 Successful vertical market plays are key to revenue growth ............................ 177
6.4.3 Tier-1 mobile operators and managed service providers enable global IoT .... 178
Glossary .................................................................181
List of Figures
Figure 1.1: Comparison of LTE-family cellular technologies ......................6
Figure 1.2: Comparison of LPWA and satellite technologies .....................8
Figure 1.3: Examples of network operators deploying LoRa .....................9
Figure 1.4: Sigfox network operators by country .....................................10
Figure 1.5: Cost comparison for IoT technologies .......................................12
Figure 1.6: Examples of cellular IoT modules ...........................................13
Figure 1.7: Top wireless module vendors, by revenues and shipments （World 2015） ....... 15
Figure 1.8: Comparison of SIM form factors .............................................17
Figure 1.9: Mobile operators supporting GSMA Embedded SIM, by region （Q1-2016） ........ 18
Figure 1.10: IoT connectivity platform selection by mobile operator （Q2-2016） ......... 21
Figure 1.11: Application platform and network operator partnerships （Q2-2016） ......... 23
Figure 1.12: Mobile operator M2M/IoT alliances （Q2-2016） ...............................27
Figure 2.1: Europe M2M connectivity market data （Q2-2016） .........................32
Figure 2.2: Western Europe M2M connectivity market data （Q4-2015） .................36
Figure 2.3: France cellular M2M market connectivity data （2013–2016） .............38
Figure 2.4: UK cellular M2M market connectivity data （2013–2015） .................39
Figure 2.5: Germany cellular M2M market connectivity data （2014–2016） ................... 40
Figure 2.6: Spain & Portugal cellular M2M market connectivity data （2013–2016） .......... 41
Figure 2.7: Benelux cellular M2M market connectivity data （2013–2016） 41
Figure 2.8: Nordics cellular M2M market connectivity data （2013–2015） 42
Figure 2.9: Europe non-domestic cellular M2M market connectivity data （Q2-2016） .......... 43
Figure 2.10: Central Eastern Europe M2M connectivity market data （Q4-2015） ............... 44
Figure 2.11: Russia & CIS cellular M2M market connectivity data （2013–2016） ............. 45
Figure 2.12: Telefónica M2M subscribers by country （2014–2015） ...............54
Figure 2.13: Financial data for Telenor Connexion （2011–2015） ................58
Figure 2.14: LoRa network operators Europe （Q4-2016） ..........................82
Figure 2.15: Sigfox network partners in Europe （Q4-2016） ......................83
Figure 3.1: The Americas M2M connectivity market data （Q2-2016） ...............86
Figure 3.2: US cellular M2M market connectivity data （2012–2015） .............87
Figure 3.3: Brazil cellular M2M market connectivity data （2013–2016） .........90
Figure 3.4: Estimated number of M2M subscribers in Latin America ex. Brazil （H1-2016） ...... 91
Figure 3.5: Telefónica M2M subscribers in Latin America by country （2013–2016） .............. 102
Figure 3.6: Satellite network operators by M2M subscriber base （Q2-2016） ......................... 110
Figure 4.1: Asia-Pacific M2M connectivity market data （2016） ............................................... 116
Figure 4.2: Japan cellular M2M market connectivity data （2012–2016） ................................. 119
Figure 4.3: M2M subscribers by application category （South Korea, June 2016） ................. 120
Figure 4.4: Planned LPWA network rollouts in Asia-Pacific （November 2016） ...................... 135
Figure 5.1: Middle East & Africa M2M connectivity market data （Q2-2016） ........................... 137
Figure 5.2: Turkey cellular M2M market connectivity data （2013–2016） ................................ 138
Figure 5.3: Planned LPWA network rollouts in Middle East & Africa （November 2016） ........ 146
Figure 6.1: Key regional markets for cellular M2M （Q2-2016） ................................................ 148
Figure 6.2: Monthly ARPU data for cellular M2M by country （2015/2016） ............................. 149
Figure 6.3: Cellular M2M subscriber forecast, by region （World 2015–2021） ........................ 150
Figure 6.4: Cellular M2M network revenue forecast, by region （World 2015–2021） .............. 151
Figure 6.5: Cellular M2M communication market forecast （Europe 2015–2021） ................... 153
Figure 6.6: Cellular M2M communication market forecast （North America 2015–2021） ....... 155
Figure 6.7: Cellular M2M communication market forecast （Latin America 2015–2021） ......... 157
Figure 6.8: Cellular M2M communication market forecast （Asia-Pacific 2015–2021） ............ 159
Figure 6.9: Cellular M2M communication market forecast （MEA 2015–2021） ....................... 161
Figure 6.10: Cellular M2M communication market forecast, by vertical （2015–2021） ........... 163
Figure 6.11: OEM telematics attach rates in new vehicles, by region （2015/2020） ............... 164
Figure 6.12: Top 25 international providers of fleet management solutions （Q1-2016） ......... 166
Figure 6.13: Projected smart meter penetration in key markets （2023） ................................. 167
Figure 6.14: POS-terminal installed base in key emerging markets （World 2015） ................ 169
Figure 6.15: Cellular IoT device shipments, by network technology （World 2015–2021） ...... 172
Figure 6.16: Mobile operators piloting or deploying NB-IoT in 2017/2018 ............................ 173
Figure 6.17: Top 10 mobile operators by M2M subscriber base （World Q2-2016） ............... 174
Figure 6.18: Reported IoT revenues for major operators （2016） ............................................ 176
查询进一步信息，请访问官方网站 http://www.berginsight.com/ReportPDF/ProductSheet/bi-globaliot2-ps.pdf。
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