협대역 IoT 기업 애플리케이션 시장 : 성장, 동향, COVID-19의 영향, 예측(2021-2026년)

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세계의 NB-IoT 기업 애플리케이션 시장 규모는 예측기간(2021-2026년)에 걸쳐서 61.3%의 CAGR로 성장할 것으로 예상됩니다. 많은 서비스 프로바이더는 밸류체인과 매출의 보다 넓은 부분을 확보하기 위해서 IoT 비지니스 유닛 설립에 임하고 있습니다.

• WCDMA, GSM 또는 LTE에 의한 폭넓은 전개, 낮은 전개 비용, 확장된 커버리지와 긴 배터리 수명을 비롯해 다양한 분야에서 LPWAN에 대한 수요가 증가하고 있습니다. 이것은 NB-IoT 애플리케이션 시장을 추진하는 요인입니다.
• NB-IoT는 상태 감시와 예지보전, 환경 감시, 트래커 등 인더스트리 4.0 전체에서 사용되고 있습니다.
• 시장 성장을 저해하는 요인에는 IT 시스템 변혁 다운타임이나 라이벌 LPWAN 테크놀러지와의 경쟁 등을 들 수 있습니다.

협대역 IoT 기업 애플리케이션(Narrowband IoT Enterprise Application) 시장을 조사했으며, 시장 개요, 시장 성장 촉진요인 및 저해요인 분석, 종류별·지역별 시장 규모 추정과 예측, 경쟁 상황, 주요 기업 개요, 시장 기회 등의 정보를 제공합니다.

목차

제1장 서론

제2장 조사 방법

제3장 주요 요약

제4장 시장 역학

• 시장 개요
• 시장 성장 촉진요인
  • 수직 시장 전체에서의 LPWAN 이용 사례에 대한 수요 증가
  • GSM, WCDMA 또는 LTE에 의한 폭넓은 전개
• 시장 성장 억제요인
  • 전개 문제와 라이벌 LPWAN 테크놀러지와의 경쟁
• 업계의 밸류체인/공급망 분석
• Porter's Five Forces 분석

제5장 시장 세분화

• 기업 규모별
  • 중소기업
  • 대기업
• 용도별
  • 스마트 미터링
  • 스마트 자산 추적
  • 스마트 거버넌스
  • 시설 관리 서비스
  • 기타 용도(보안, 접속된 산업 자산)
• 최종사용자 업계별
  • 에너지와 유틸리티
  • 소매
  • 산업 제조
  • 수송과 물류
  • 기타 최종 이용 산업
• 지역별
  • 북미
  • 유럽
  • 아시아태평양
  • 라틴아메리카
  • 중동과 아프리카

제6장 경쟁 상황

• 기업 개요
  • Vodafone Group PLC
  • AT&T Inc.
  • Telstra Corporation Limited
  • Etisalat Group
  • Orange SA
  • China Unicom Limited
  • Deutsche Telekom AG
  • SK Telecom Co. Ltd.
  • China Telecom Corporation
  • Huawei Technologies Co. Ltd.
  • Telefonica SA

제7장 투자 분석

제8장 시장 전망

The NB-IoT Enterprise Application Market is expected to register a CAGR of 61.3% over the forecast period (2021 - 2026). Many service providers are into setting up of their IoT business units in order to counter the growing number of companies embracing the benefits that mobile IoT brings with major operators acquiring business to capture the wider part of the value chain and revenues.

Key Highlights

• There is a growing demand for LPWAN across various verticals, along with high deployment flexibility with WCDMA, GSM, or LTE, low deployment cost, and extended coverage and long battery life. These are some of the factors responsible for driving the NB-IoT application market.
• The narrowband IoT also offers better performance in terms of network coverage, reliability and uplink, and downlink traffic as compared to other LPWA technologies such as Lora, SigFox, e-MTC. Vendors claimed that nb-IoT provides 20+dB coverages, 200 kHz bandwidth and 1000x connections, unlike the competition. This instance of NB IoT opens up a plethora of business opportunities for various end-users.
• NB-IoT is mostly used in applications having projects where non-cellular standards are often found. Examples include smart agriculture, smart city applications such as smart parking, smart street lighting, waste management), smart home applications, smart meters, manufacturing automation, smart grid applications, IIoT applications with many low-power devices. It also finds use across Industry 4.0 with condition monitoring and predictive maintenance, environmental monitoring, trackers and more.
• The factors hindering the market growth include transformation downtime of IT systems and competition from rival LPWAN technologies.

Key Market Trends

Smart Metering Expected to Witness Significant Growth

• Smart metering is expected to witness significant growth for the NB-IoT application market. It is sub-segmented into smart water, smart gas, and smart electric. Smart meters are important elements for utility monitoring and billing and one of the main components of the smart cities. They ensure the most accurate energy bills. Smart metering is further expected to see NB-IoT being integrated into a broader set of products in the coming years, including home appliances, door locks, and smoke detectors.
• Deployment of smart metering systems provides solutions to curb energy wastage in the industry. Implementation of smart metering systems enables energy suppliers to continuously monitor electricity usage by employing smart meter systems at multiple points in the grid.
• The smart metering entity maintains and operates the smart meter data repository that processes, stores, and protects electricity consumption data used for consumer billing by Ontario's local distribution companies.
• In July 2019, a contract was signed between Smart meters company Landis+Gyr and German electric utility E.ON, to install one million smart electricity meters with NB-IoT communication technology, as well as a head-end system on the Gridstream Connect platform. The upgrade will allow end-consumers to improve the efficiency of energy usage.
• According to Pietro Fiorentini, approximately 8 million smart gas meters are installed in Italy, and 0.5 million commercial and industrial gas meter installations are all smart gas meters. About 22 million residential gas meters are expected to be converted to smart gas meters by 2021, as estimated by the company, with the aid of NB IoT infrastructure.
• Moreover, Shenzhen Gas, a prominent energy company, has partnered with China Telecom, Huawei and Goldcard Smart, to test the feasibility of NB-IoT gas meters to solve some of the challenges that the industry faces with the current smart gas meters.
• Government mandates in developed and developing countries, such as Iran, are expected to remain as the primary driver for the smart gas meter deployments. For instance, in Iran, the National Iranian Gas Company has launched a 'smart gas meter' project, which makes use of NB-IoT technology for installing 5,000 smart gas meters in the shrine city of Mashhad. Without nation-wide mandates, gas utilities are expected to introduce smart gas meters only for commercial and industrial customers with annual consumption of more than 1,500,000 kWh.

North America Expected to Hold Significant Market Share

• North America is expected to hold a major market share for the NB-IoT application market owing to the early adoption of technologies such as IoT. Businesses in the US are investing billions into LTE network, smart cities projects such as Smart City Accelerator Program, also the presence of major players such as AT&T is able to generate significant revenue share from the region, which further aids to the growth of the market.
• Telecom operators initially deployed LTE-M networks in the region. In April 2019, AT&T, an American multinational telecom company, announced the launch of NarrowBand Internet of Things (NB-IoT) in the US. According to the company, the new network will be able to unlock the next wave of IoT connection, which will further showcase its major step towards 5G and massive IoT. Additionally, businesses also have more choices as the company offers both LTE-M and NB-IoT networks in the US and Mexico by ensuring carrier-grade security.
• Furthermore, In 2019, other players, like Orange, AT & T, and Swisscom, collaborated to launch their LTE-M roaming across their respective IoT networks. The objective of this collaboration is to enable IoT low power devices to operate on multiple networks across North America efficiently. This is suggestive of a step toward global standard development, which will lead to lowered costs and wider deployment in the region, thereby constituting the growth of the market in the region.

Competitive Landscape

The major companies include Huawei Technologies Co., Ltd, Telefonica S.A., AT&T, Telstra Corporation, among others. The market is highly competitive due to the presence of many major players who are competing among themselves and are also investing huge amounts in R&D for developing better, reliable smart products. Therefore, the market concentration will be low.

• April 2020 - Deutsche Telekom signed its first NB-IoT roaming agreements with partners, including Vodafone, Swisscom, and Telia Company, which will be followed by a complete EU roaming footprint before the end of the year.
• June 2019 - Huawei Technologies Co., Ltd partnered with Nowi Energy B.V in order to leverage its flagship NB-IoT device Soc with the Nowi' energy harvesting PMIC which will further drive new IoT applications requiring an ultra-low-power autonomous operation. The company will also deploy its Boudica V150 development board with integrated V150 NB-IoT SoC and battery charging circuity based on NOWI's NW-A2.3 PMIC Energy Harvesting device in order to counter the power bottleneck in many IoT applications.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Growing Demand for LPWAN Use Cases Across Verticals
  • 4.2.2 High Deployment Flexibility with GSM, WCDMA, or LTE
• 4.3 Market Restraints
  • 4.3.1 Deployment Issues & Competition From Rival LPWAN Technologies
• 4.4 Industry Value Chain / Supply Chain Analysis
• 4.5 Industry Attractiveness - Porter's Five Force Analysis
  • 4.5.1 Bargaining Power of Suppliers
  • 4.5.2 Bargaining Power of Buyers/Consumers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By Enterprise Size
  • 5.1.1 Small and Medium Enterprises
  • 5.1.2 Large Enterprises
• 5.2 By Application
  • 5.2.1 Smart Metering
  • 5.2.2 Smart Asset Tracking
  • 5.2.3 Smart Governance
  • 5.2.4 Facility Management Services
  • 5.2.5 Other Applications (Security, Connected Industrial Assets)
• 5.3 By End-user Industry
  • 5.3.1 Energy & Utilities
  • 5.3.2 Retail
  • 5.3.3 Industrial Manufacturing
  • 5.3.4 Transportation & Logistics
  • 5.3.5 Other End-user Industries
• 5.4 Geography
  • 5.4.1 North America
  • 5.4.2 Europe
  • 5.4.3 Asia-Pacific
  • 5.4.4 Latin America
  • 5.4.5 Middle East & Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Vodafone Group PLC
  • 6.1.2 AT&T Inc.
  • 6.1.3 Telstra Corporation Limited
  • 6.1.4 Etisalat Group
  • 6.1.5 Orange S.A.
  • 6.1.6 China Unicom Limited
  • 6.1.7 Deutsche Telekom AG
  • 6.1.8 SK Telecom Co. Ltd.
  • 6.1.9 China Telecom Corporation
  • 6.1.10 Huawei Technologies Co. Ltd.
  • 6.1.11 Telefonica S.A.

7 INVESTMENT ANALYSIS

8 FUTURE OF THE MARKET