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2019-06-13
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2019-06-12
Berg Insight says NB-IoT device shipments reached 53 million units in 2018
According to a new research report from IoT analyst firm Berg Insight, global shipments of NB-IoT devices reached 53 million units in 2018. Annual shipments are expected to almost triple in 2019 reaching 142 million units. Commercial deployments are essentially confined to China, where the semiconductor companies HiSilicon and MediaTek account for a large part of the NB-IoT modem volume. “NB-IoT device shipments will ramp up quickly on the European and North American market in the next 18 months”, says Fredrik Stalbrand, Senior Analyst, Berg Insight. “While early deployments have so far been focused on traditional verticals such as smart metering, we expect to see NB-IoT being integrated into a broader set of products in 2019–2020, including home appliances, door locks and smoke detectors”. Combining low power consumption and the inherent security of cellular connectivity, the NB-IoT standard provides multiple benefits to the connected home and building segment. The transition from 2G to 4G is a global trend, accelerated by NB-IoT. The major North American carriers were late adopters of the technology but are now adding or trialling NB-IoT in their networks as a complement to LTE-M. T-Mobile was the first to launch an NB-IoT service in 2018 and was followed by Verizon and AT&T in the first half of 2019. In Europe, the leading mobile operators are making good progress towards ubiquitous NB-IoT coverage. Vodafone has been among the leaders in the development of NB-IoT and will roll out commercial services across all its networks until 2020. At the end of 2018, the operator had live NB-IoT services in eleven countries, including Germany, Italy, UK, Spain and the Netherlands. Deutsche Telekom launched in Germany and the Netherlands in mid-2017 and offered coverage in five additional countries at the end of 2018. Telefónica has launched its first NB-IoT networks in Spain and Germany. Other mobile operators offering NB-IoT in the region include Orange in Belgium, TIM in Italy, MTS in Russia, Telia and Telenor in the Nordics, along with a number of national mobile operators. Australia, Singapore, South Africa, South Korea, Japan, Indonesia, Brazil, Turkey and the UAE are other examples of countries where network services are available.

2019-06-11
Shipments of cellular IoT modules reached 221 million units in 2018
Berg Insight estimates that global cellular IoT module shipments increased by 16 percent in 2018 to a new record level of 221 million. Annual revenues grew faster at 24 percent, reversing the trend of decreasing average module prices. The 3GPP standards for LTE – Cat M and NB-IoT – will contribute substantially to growth in the next coming five years. These new standards are designed to be less complex to limit power consumption and are priced more favourably to address the mass market and make it viable to connect entirely new applications. In the first half of 2019, several vendors announced 5G NR modules that will become available to developers in the second half of the year. Early adopters will include companies active in the PC, networking and OEM automotive segments. The results of Berg Insight’s latest cellular IoT module vendor market share assessment show that the four largest module vendors have 61 percent of the market in terms of revenues. “Annual module revenues for the four largest market players Sierra Wireless, Sunsea AIoT, Gemalto and Telit increased by 13 percent to US$ 1.85 billion, with the total market value reaching approximately US$ 3.0 billion”, says Fredrik Stalbrand, Senior Analyst at Sweden-based IoT analyst firm Berg Insight. Sierra Wireless leads IoT module revenues, followed by Sunsea AIoT and Gemalto. Sunsea AIoT leads in shipments and Quectel is number two in terms of volumes and in fifth place in terms of revenues. Fibocom reported the highest growth of 122 percent during the year, reaching US$ 189 million in cellular module sales. The year marks the first in which a China-based vendor ranks as high as the second largest cellular IoT module vendor by revenue and six of the top ten vendors were from China in 2018. Sunsea AIoT emerged as a new major industry player in 2017 through the acquisitions of Longsung and SIMCom, which had been the market leader by volume for three consecutive years. While there has been some consolidation among the larger suppliers, the long tail of companies with activities in the cellular IoT module market is growing. A number of new players have been attracted to the market, particularly in the emerging NB-IoT and LTE-M segment. Notable examples include the major Bluetooth LE SoC vendor Nordic Semiconductor and the Japanese electronics company Murata.

2019-05-30
The global installed base of connected mining solutions will reach 1.2 million units in 2023
According to a new research report from the IoT analyst firm Berg Insight, the total active installed base of connected mining solutions reached almost 0.6 million units in the equipment, people and environment segments in 2018. The equipment segment accounts for the largest share of the total, representing connected units deployed on machines and vehicles used in mining operations. This includes solutions ranging from OEM telematics systems on mining equipment to advanced connected solutions supplied by mining technology specialists. The people segment includes various solutions deployed to support the safety and productivity of mining personnel, while the environment segment consists of sensor technology implemented for environmental monitoring of the mine itself. Growing at a compound annual growth rate of 15.5 percent, the total installed base of connected mining solutions in all these segments is forecasted to reach close to 1.2 million units in 2023. The top players active in the connected mining space include strikingly different types of companies, ranging from specialised independent technology suppliers of varying sizes up to the leading mining equipment manufacturers. “Many of the key players today serve both surface and underground mining customers”, said Rickard Andersson, Principal Analyst, Berg Insight. The surface segment is dominated by Modular Mining Systems (owned by Komatsu), Hexagon Mining, Wenco International Mining Systems (owned by Hitachi Construction Machinery) and Caterpillar through its Cat MineStar suite. “Modular, Hexagon and Caterpillar all serve underground customers in addition to a primary presence in the surface segment, while Wenco is fully focused on surface mining”, continued Mr. Andersson. He adds that VIST Group is also active in the surface segment and serves some underground operations as well. Examples of key technology providers focused specifically on underground applications are Newtrax Technologies (recently acquired by Sandvik) and Mobilaris (partially owned by Epiroc). The underground segment is in general less mature and more fragmented. “Mine Site Technologies, MICROMINE and rapidBizApps are additional players in the underground segment that all also serve surface customers to varying extents”, concluded Mr. Andersson.

2019-05-29
The installed base of active cargo tracking units reached 6.1 million in 2018
Berg Insight, the world’s leading IoT market research provider, today released a new market report covering the cargo tracking market. The number of active tracking devices deployed for cargo loading units including trailers, intermodal containers, rail freight wagons, air cargo containers, cargo boxes and pallets reached 6.1 million worldwide in 2018. Growing at a compound annual growth rate (CAGR) of 27.3 percent, this number is expected to reach 20.4 million by 2023. Trailer telematics is today the most developed market, followed by tracking devices for general cargo applications and intermodal containers. The markets for rail freight wagon and air freight cargo tracking are considerably smaller but will grow substantially during the coming five years. The total market value for trailer and cargo container tracking solutions reached at the same time an estimated € 857 million in 2018. The market for remote tracking solutions for cargo containers has entered a period of healthy growth that will continue for several years. Growing at a CAGR of 16.3 percent, the total market value is forecasted to reach € 1.8 billion in 2023. Berg Insight ranks ORBCOMM as the largest vendor of tracking solutions for cargo loading units, having a significant installed base of trailers as well as containers. ORBCOMM is together with SkyBitz, Omnitracs, Spireon and I.D. Systems the leading players on the North American trailer telematics market in terms of number of active units. The European trailer telematics market is substantially smaller than the North American and is dominated by Idem Telematics, Schmitz Cargobull, CLS Group and Transics/WABCO. On the market for container tracking solutions, three major vendors are Malaysia-based Envotech and Sierra Wireless and Geoforce based in the US. Mecomo and Agheera, both based in Europe, are strong vendors in the adjacent swap body segment. Future Telematics, Intermodal Telematics and Nexiot based in Europe and Amsted Rail based in North America are significant vendors of tracking solutions for rail freight wagons. Sensitech, Roambee and OnAsset Intelligence are moreover notable players in the general cargo segment, also offering solutions for air freight cargo tracking. Technological developments in the telematics industry in recent years have resulted in more advanced tracking solutions. “Today’s telematics solutions generate an increasing amount of data on the status and location of cargo and cargo loading units”, says Martin Bäckman, IoT Analyst at Berg Insight. Along with the development of more capable tracking solutions, low-end solutions are becoming increasingly affordable. “The price for real-time tracking technology is now at a point where customers find it viable to track also low-value goods such as non-perishable food”, continues Mr. Bäckman. This enlarges the addressable market significantly and tracking of trailers, containers, rail wagons and cargo boxes is expected to become increasingly common in the next decade.

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