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2018-06-15
The IoT platform market has entered a consolidation phase
According to a new research report from the IoT analyst firm Berg Insight, the global market for IoT device management and application enablement platforms reached US$ 1.1 billion in 2017. Growing at a compound annual growth rate (CAGR) of 36.2 percent, the total market value is expected to reach US$ 4.9 billion in 2022. IoT platforms provide middleware to connect and manage devices and integrate collected data into various applications and services. These platforms are intended to reduce the cost and development time for IoT solutions by providing standardised components that enterprises can build upon. The IoT platform market is notably crowded and hosts a multitude of players spanning from small start-ups to major companies in the technology and industrial sectors. These companies have developed offerings that typically have a specific focus on a set of capabilities, often related to their core businesses. GE and PTC spearheaded the effort of promoting IoT in the industrial sector on a broader scale. While GE has shifted focus to mainly provide solutions rather than its Predix platform alone, PTC has emerged as the leader in the space. Software AG’s Cumulocity IoT business and the wireless IoT module vendor Telit have also built strong positions in the industrial sector. Software AG’s platform has for example been selected by Siemens to complement its IoT operating system MindSphere. Telit holds a strategic partnership with Wind River that leverages Telit’s technology in its Helix Device Cloud. Additional providers with high involvement in the industrial sector include Bosch, IBM, SAP, Oracle, Exosite, Device Insight and Altair Engineering. In 2017–2018, the major cloud infrastructure vendors Amazon, Microsoft and Google continued to invest heavily in their IoT offerings to drive growth in their cloud businesses. “The involvement of the cloud infrastructure providers will over time lead to commoditisation of some services currently offered by vendors in the IoT platform market and result in further specialisation of IoT platform providers”, said Fredrik Stålbrand, IoT Analyst, Berg Insight. Merger and acquisition activity has risen sharply in recent time and the market has now entered a consolidation phase. “Some level of fragmentation in the market is expected to remain due to lack of standards, but also due to specific requirements in industries characterised by mission critical applications such as automotive, healthcare and manufacturing, as well as in the critical infrastructure industries”, concluded Mr. Stålbrand.

2018-06-14
Third-party IoT CMPs had 120 million devices under management in 2017
According to a new research report from the IoT analyst firm Berg Insight, the number of devices managed on third-party connectivity management platforms (CMPs) will grow at a CAGR of 30.3 percent from 120 million in 2017 to reach 440 million by 2022. This accounted for about 18 percent of the total installed base of cellular IoT devices in 2017. Mobile operators use connectivity management platforms to facilitate the delivery of IoT connectivity services and offer self-service connectivity management solutions to enterprise customers. The adoption of third-party platforms has increased notably in recent years, although many mobile operators still use bespoke or in-house developed solutions to serve all or parts of their IoT operations. A number of leading mobile operators such as Vodafone, Deutsche Telekom, Verizon and Telefónica continue to invest in the development of their proprietary platforms to differentiate from the competition. IoT managed service providers comprise a third category of players that typically provide complete IoT connectivity management platforms next to connectivity and sometimes also other value-added services targeted at specific segments. A key differentiator for IoT managed service providers is the ability to aggregate multiple networks on their platforms and thus provide superior area coverage, multi-domestic footprints and multi-technology connectivity. The IoT connectivity management platform market is characterised by a limited number of vendors, although several new players have emerged recently following developments in the domains of LPWA and software-defined networks. Cisco Jasper is the dominant commercial IoT connectivity platform for mobile network operators worldwide, followed by Ericsson’s DCP. These two CMPs had an estimated 75 million and 12 million devices under management respectively in 2017. Other major players in the IoT connectivity management platform market include Huawei, Amdocs, Comarch as well as Nokia that launched its Nokia WING service in early 2017. IoT managed service providers managed close to 30 million devices together. Aeris and KORE have consolidated their positions as leading players in this segment, with 10 million and 9 million connections respectively at the end of 2017. “The IoT connectivity management platform market is evolving in the direction of greater sophistication to accommodate for specific customer needs in major market verticals”, said Fredrik Stålbrand, IoT Analyst, Berg Insight. Major providers including Cisco Jasper, Ericsson, Huawei, Nokia and Aeris maintain a strong focus on the automotive sector and smart cities is also becoming an increasingly targeted application area among vendors. “Value-added services and pre-packaged solutions will become an important part of mobile operators’ offerings, as a major challenge ahead will be to monetise LPWA technologies such as NB-IoT”, concluded Mr. Stålbrand.

2018-05-29
The global installed base of airport asset tracking systems to reach 0.3 million units in 2022
Berg Insight estimates that the global installed base of active airport asset tracking systems was less than 0.2 million units in 2017. Growing at a compound annual growth rate (CAGR) of 12.5 percent, the active installed base is estimated to reach close to 0.3 million units worldwide in 2022. This includes all airport asset tracking systems deployed for various motorised ground support equipment (GSE), non-motorised equipment (NME) as well as other applicable airport assets including on-road vehicles used in airport environments. The airport asset tracking market is served by a number of different types of players, ranging from specialists focused exclusively on tracking solutions for specific airport assets, to companies that offer a more comprehensive set of solutions for the aviation sector, and more general telematics players that also serve other industries. “Berg Insight ranks Undagrid, Resonate MP4 and Quantum Aviation Solutions as the leading providers of airport asset tracking solutions, all having estimated installed bases of 10,000 active units or more“, said Rickard Andersson, Principal Analyst, Berg Insight. He adds that other notable players include EC2E, ADVEEZ and Pinnacle Telematics which all have installed bases of at least 4,000 units each. “Targa Telematics is moreover a fast-growing provider which is expected to increase its market share considerably following a strategic alliance with the new partner TCR Group in 2018”, continued Mr. Andersson. TCR is also collaborating with Sensolus for non-motorised GSE tracking. Additional players active in the field of airport asset tracking for example include Litum IoT, INFORM, Tri-Logical Technologies, Smart Asset Manager, Geotab, I.D. Systems, Speedshield Technologies and Ctrack (Inseego). The latter cooperates with Undagrid for the non-motorised component of its airport solution. “Relatively different competencies are needed for motorised and non-motorised asset tracking respectively, so partnerships can make perfect sense in order to cover the full spectrum of assets”, concluded Mr. Andersson.

2018-05-15
Berg Insight says NB-IoT device shipments will reach 613.2 million units in 2023
According to a new research report from IoT analyst firm Berg Insight, global shipments of NB-IoT devices will grow at a compound annual growth rate (CAGR) of 41.8 percent from 106.9 million units in 2018 to reach 613.2 million units in 2023. Strong growth is fueled by fast-growing demand in China where NB-IoT is set to replace 2G in mass-market applications. “China is driving a major paradigm shift in the global cellular IoT industry”, says Tobias Ryberg, senior analyst and author of the report. “The country has embarked on one of the world’s largest digital infrastructure projects that will result in billions of new connected devices in the coming five years. NB-IoT has been designated as the country’s preferred LPWA technology and plays a key role in the national policies.” The transition from 2G to 4G is a global trend, accelerated by NB-IoT. In Europe, the leading mobile operators are making good progress towards ubiquitous coverage for NB-IoT. Vodafone has been among the leaders in the development of the standard and will roll out commercial services across all its networks until 2020. At the end of 2017, the operator had live NB-IoT services in Italy, Spain, Ireland and the Netherlands. During 2018, availability will be extended to Germany, the UK and Czechia. Deutsche Telekom launched in Germany and the Netherlands in Q2-2017 and plans to extend coverage to an additional six European countries. Other European operators with live NB-IoT services in early 2018 included Orange, TIM and Telia Company. Telefónica will start deployments in Europe later this year. Adoption in North America is also starting to take off. T-Mobile USA switched on NB-IoT services in Las Vegas in February this year and Verizon has confirmed plans to build a nationwide network covering 2.56 million square miles by the year-end. Australia, Singapore, South Africa, South Korea, Turkey and the UAE are other examples of countries where rollouts are already underway. LTE-M is another technology that will play a key role in the market transformation. Berg Insight predicts that adoption will accelerate during 2018/2019 and scale to massive volumes beyond 2020. Berg Insight forecasts that yearly shipments of LTE-M devices will reach 185.3 million units in 2023.

2018-05-04
The installed base of active cargo tracking units will reach 8.9 million by 2022
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 3.7 million worldwide in 2017. Growing at a compound annual growth rate (CAGR) of 19.6 percent, this number is expected to reach 8.9 million by 2022. Trailer telematics is today the most developed market, however in terms of installed units the intermodal container tracking market is expected to take over the leading position during the forecasted period. The markets for rail freight wagon and air freight cargo tracking are considerably smaller but will grow substantially during the coming five years. 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. The company has been highly involved in M&A activity related to real-time asset tracking, including notable acquisitions such as Blue Tree Systems, Euroscan and WAM Technologies. ORBCOMM has been involved in the Maersk/AT&T project to equip Maersk’s entire fleet of nearly 300,000 refrigerated containers with real-time tracking solutions. The project is one of the largest cellular-based industrial IoT deployments of its kind. 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 considerably smaller than the North American and is dominated by Idem Telematics, Schmitz Cargobull and Novacom. On the market for container tracking solutions, two major vendors are Envotech and Numerex based in Malaysia and the US respectively. Asto Telematics and Nexiot based in Europe and Amsted Rail based in North America are significant vendors of tracking solutions for rail freight wagons. Sensitech and Sendum Wireless are moreover notable players in the general cargo segment, also offering solutions for air freight cargo tracking. Tracking of trailers, containers, rail wagons and cargo boxes has become increasingly common across all markets during the past years. “The market for remote tracking solutions for cargo containers has entered a growth period that will continue for several years to come”, said Martin Bäckman, IoT Analyst at Berg Insight. He adds that there will be a strong focus on increased supply chain visibility and transport security in the coming years. “Customers today demand and expect information about the status and location of their shipments in real-time and shippers who cannot provide this type of data will miss out on business opportunities”, concludes Mr. Bäckman.

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