IoT and M2M Services
Analysys Mason’s IoT Services research programme examines the Internet of Things (IoT) market from the perspective of the telecoms industry. The programme assesses the role of, and opportunities for, operators and connectivity disruptors including IoT MVNOs. We explore connectivity providers' IoT strategies and propositions including:
- connectivity (for example, cellular networks such as 5G and NB-IoT and alternative low power wide-area network technologies such as LoRaWAN, as well as key connectivity technologies such as eUICC and iSIM)
- enabling capabilities (integration with public cloud providers for IoT data, capabilities such as edge compute platforms, and areas such as 5G application enablement)
- vertical capabilities that are tailored to the needs of specific sectors including vertical-specific platforms and applications (healthcare, automotive, smart cities).
Our research findings are based on extensive research, involving interviews with vendors, operators, connectivity disruptors and end users. Our findings are also supported by some of the most detailed forecasts available on the IoT opportunity for telecoms operators, with data on the full value chain.
- Market size and forecasts: we have 10-year forecasts for 83 countries covering all value chain elements (hardware, connectivity and application) and by vertical market (automotive, fleet management, healthcare, agriculture, utilities and so on).
- Market trackers: we regularly update our tracker that include information on reported IoT connections and revenue, LPWA network deployments and M2M pricing.
- Network technology: we are closely following the developments in 5G, LPWA and other technologies.
- Operator and connectivity disruptor strategies: connectivity providers are still grappling with how best to take advantage of the opportunity IoT offers. We explore how players in different regions and of different sizes are approaching IoT.
- Vertical markets: the research covers all of the key vertical markets, with detailed studies of the main markets, such as automotive, healthcare and utilities, as well as niche IoT opportunities such as cellular drones.
MNO partnerships with public cloud providers for IoT: case studies and analysis
Our IoT survey results show that enterprises base their IoT connectivity partner selection on more than price
The number of IoT connections grew steadily in 2021, but IoT revenue continued to come under pressure