全球物聯網行業(yè)iot市場前景及投資研究報告-培訓課件外文版2024.4

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TRENDSInternetofThings(IoT)CHAPTER

01OverviewInternetofThings(IoT)totalannualrevenueworldwidefrom2020to2030(inbillionU.S.dollars)IoTglobalannualrevenue2020-2030700600500400300621.6570.6520.6472.3425.4380.1336293.2251.6213.12021181.5202020010002022*2023*2024*2025*2026*2027*2028*2029*2030*3Description:TheglobalInternetofThings(IoT)marketisforecasttobewortharound336billionU.S.dollarsin2024,andrisetomorethan621billionU.S.dollarsin2030,triplingitsrevenueintenyears.Notonlythis,butthenumberofIoTconnecteddevicesworldwideisforecasttotripleduringthisspanintime.ReadmoreNote(s):Worldwide;2020to2022;*ForecastReadmoreSource(s):TransformaInsightsPrognosisofworldwidespendingontheInternetofThings(IoT)from2018to2023(inbillionU.S.dollars)InternetofThings(IoT)spendingworldwide2023900805.7800749720.36867006005004003002001000646201820192020202220234Description:Asof2023,805billionU.S.dollarswerespentontheInternetofThings(IoT)technologyworldwide.Despitebeinganincreasefromtheyearbefore,the2023spendinggrewlessthanoriginallyforecast,duetotheglobalcoronaviruspandemic.TheprognosisforworldwidespendingonIoTby2023was1.1trillionU.S.dollars,asestimatedin2019.Region-wise,theAsiaPacificregionheldthelargestshareoftheIoTmarket.NorthAmericacameinsecond,followedbyEurope,MiddleEastand[...]

ReadmoreNote(s):Worldwide;2018to2023;*Forecast.For2022thesourcestatesthefollowing"WorldwideIoTspendingisforecasttopassthe$1trillionmarkin2022".

Datafor2021unavailable

ReadmoreSource(s):IDC;VarioussourcesRevenueintheinternetofthingsmarketWorldwidefrom2018to2028(inbillionU.S.dollars)RevenueintheinternetofthingsmarketWorldwide2018-20282,5002,0001,5001,0005000201820192020202120222023202420252026202720285Description:Theglobalrevenueintheinternetofthingsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal839.2billionU.S.dollars(+60.49percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach2.2trillionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueoftheinternetofthingsmarketwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Worldwide;2018to2028Source(s):MarketInsightsRevenuechangeintheinternetofthings(IoT)marketworldwidefrom2019to2028RevenuechangeintheIoTmarketworldwide2019-20284539.3440353025201510527.2421.3517.8415.08202513.111.710.3920289.775.70201920202021202220232024202620276Description:Therevenuechangeintheinternetofthingsmarketwasforecasttocontinuouslydecreasebetween2024and2028by7.5percentagepoints.Accordingtothisforecastin2028,revenuewillhavedecreasedfortheseventhconsecutiveyearto10.39percent.ReadmoreNote(s):WorldwideSource(s):NumberofInternetofThings(IoT)connecteddevicesworldwidefrom2019to2030,byvertical(inmillions)NumberofIoTconnecteddevicesworldwide2019-2030,byverticalAgriculture,Forestry&FishingElectricity,Gas,Steam&A/CRetail&WholesaleInformation&CommunicationAdministrativeMining&QuarryingWaterSupply&WasteManagementTransportation&StorageFinance&InsuranceGovernmentManufacturingConstructionAccommodation&FoodServiceProfessional,Scientific&TechnicalHealth&SocialCareConsumerArts&EntertainmentCross-verticalOtherServicesEducation35,00030,00025,00020,00015,00010,0005,000020192020202120222023*2024*2025*2026*2027*2028*2029*2030*7Description:TheconsumersectorisanticipatedtodominateintermsofnumberofInternetofThings(IoT)connecteddevicesin2030,with17billionconnecteddevicesworldwide.Thisnumberofconnecteddeviceswithintheconsumersectorisforecasttomorethantriplecomparedto2019.ReadmoreNote(s):Worldwide;2019to2022;*ForecastReadmoreSource(s):TransformaInsightsShareofrevenueofInternetofThings(IoT)solutionsworldwidein2023,bylayerGlobalrevenueshareofIoTsolutions2023,bylayer45%40%35%30%25%20%40%30%15%15%10%10%5%5%0%ConnectivityDevices/hardwareApplicationenablementProfessionalservicesOthers8Description:ApplicationenablementresultedinbeingthelayerwiththehighestshareofrevenueintermsofInternetofThings(IoT)solutionsin2023,with40percentofthetotalrevenue,followedbyprofessionalserviceswithabout30percent.ReadmoreNote(s):Worldwide;2023Source(s):GSMACHAPTER

02SegmentsIndustrialInternetofThings(IIoT)marketsizeworldwidefrom2020to2030(inbillionU.S.dollars)IndustrialIoT-marketsizeworldwide2020-20304,0003,5003,0002,5002,0001,5001,0003,352.972,759.992,188.731,735.711,376.461,091.562025*865.632024*686.46544.3820225000263.522021216.1320202023*2026*2027*2028*2029*2030*10Description:TheglobalmarketforindustrialInternetofThings(IIoT)wassizedatover544billionU.S.dollarsin2022.Themarketisexpectedtogrowinsizeinthecomingyears,reachingsome3.3trillionU.S.dollarsby2030.

ReadmoreNote(s):Worldwide;2022;*ForecastFortheSource(s):GlobeNewswire;estimateanexponentialdevelopmentofthevaluesbetween2023and2030wasassumedtoestimatetheannualvalues.Thevaluesfor2022and2030wereprovidedbythesource.

ReadmoreProjectedrevenuegeneratedbycompaniesintheglobalsmartcityfrom2020to2028*(inbillionU.S.dollars)Smartcityrevenueworldwide2020-2028180160140120100165.8150.5135.3120104.889.4974.2480604020058.98202143.722020202220232024202520262027202811Description:Theprojectedglobalrevenueforsmartcitytechnologies,products,andservicesisforecasttoreach89billionU.S.dollarsin2023.Thisrevenueincludesallrevenuethatcompaniesgeneratebyofferingtechnologiesandproductsthatuseinformationanddatatechnologiestocreatemorevaluewithinthepubliccityenvironment.Thisincludescompaniesthatprovidethenecessaryinfrastructure(e.g.cloudcomputingandconnectivitytechnologies)forcitiestobeabletousethesetechnologies.[...]

ReadmoreNote(s):Worldwide;2023;*Forecastfrom2023-2028ReadmoreSource(s):SizeoftheInternetofThings(IoT)sensorsmarketworldwidefrom2018to2025(inbillionU.S.dollars)IoTsensorsmarketrevenuesworldwide2018-20254540353025201542.6727.423.8221.811.9120191055.2802018202120222024202512Description:TherevenuesfromtheIoTsensorsmarketamountedtoover27billionU.S.dollarsworldwidein2022,withforecastspredictingthatthisnumberwillincreasetoabout43billionby2025.

ReadmoreNote(s):Worldwide;2022Source(s):MarketWatchRevenueoftheAutomotiveIoTsegmentmarketsworldwidefrom2018to2028(inbillionU.S.dollars)RevenuefromtheAutomotiveIoTsegmentworldwide2018-20281,000900800700600500400300881.97785.02688.07591.12494.17397.22300.272022203.32200116.752018105.982019106.3720201000202120232024202520262027202813Description:TheglobalrevenueintheAutomotiveIoTsegmentoftheinternetofthingsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal387.8billionU.S.dollars(+78.48percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach881.97billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):WorldwideSource(s):ApplicationofIoTinagricultureMarketworldwidefrom2020to2026,bysegment(inmillionU.S.dollars)ApplicationofIoTinagriculturebysegment2020-2026PrecisioncropfarmingLivestockmonitoringandmanagementIndoorfarmingAquacultureOthers40,00035,00030,00025,00020,00015,00010,0005,00001,818.74,0166,086.91,285.12,327.23,707.41,152.58,797.62,011.13,234.15,503.34,834.113,1342026*8,280.620217,285.3202014Description:Overthepastfewyears,theapplicationofIoTinagriculturehasenabledsmartfarming.Thedeploymentofsuchtechnologyhasresultedinincreasedefficiencyinactivitiessuchasplanting,growing,harvesting,checkingcrops,andothers.In2020,theglobalapplicationofIoTinprecisioncropfarmingamountedto7.28billionU.S.dollarsandisexpectedtoreachmorethan13billionU.S.dollarsin2026.ReadmoreNote(s):Worldwide;2020to2021;*ForecastReadmoreSource(s):BISResearchCHAPTER

03ConsumptionTotalglobalinvestmentintheInternetofThings(IoT)sectorfrom2018to2022(inmillionU.S.dollars)InvestmentinIoT(InternetofThings)2018-20228071706050403020105452340201820192021202216Description:TheamountofinvestmentintheInternetofThings(IoT)sectorhasfluctuatedovertheyears,havingpeakedin2018atabout71millionU.S.dollarsandthendecreasedto35millionU.S.dollarsin2022.

ReadmoreNote(s):WorldwideSource(s):VerdictSmarthomedevicesunitshipmentsworldwidefrom2018to2027,bycategory(inmillions)Globalshipmentforecastforsmarthomedevices2018-2027,bycategoryVideoEntertainmentHomeMonitoring/SecurityLightingSmartSpeakerThermostatOthers1,6001,4001,2001,00080060040020002018201920202021202220232024*(Sep.2020)2025*(Mar.2021)2026*(Oct.2022)2027*(Jun.2023)17Description:Theglobalshipmenttotalforsmarthomedevicesreachedaround857millionunitsin2023,with278millionofthosecomingfromthevideoentertainmentcategoryalone.Ofthespecificallydescribedtypesofdevices,lightingisthesectionthatisexpectedtogrowthemostbetween2023and2027ataCAGRof13.6percent.ReadmoreNote(s):Worldwide;2018to2022;*Forecast.ReadmoreSource(s):IDCWearablesunitshipmentsworldwidebyvendorfrom1stquarter2014to3rdquarter2023(inmillions)Quarterlywearablesshipmentsworldwide2014-2023,byvendorAppleXiaomiHuaweiSamsungFitbitBoAtGarminJawboneBBKLifesenseFossilImaginemarketingOther180160140120100806040200Q1

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'2318Description:Appleistheleadingvendorintermsofworldwidewearablesunitshipments,withatotalunitshipmentofalmost30millionunitsinthethirdquarterof2023.ReadmoreNote(s):Worldwide;Q12014toQ32023Source(s):IDCWorldwideInternetofThings(IoT)connectionsfrom2020to2030,byapplication(inbillions)IoTconnectionsglobally2020-2030,byapplicationConsumerIoTEnterpriseIoT3025201524211916.5141413.5131312.512111110.59.591058.5887.57.55.502020202120222023*2024*2025*2026*2027*2028*2029*2030*19Description:TheglobalnumberofInternetofThings(IoT)connectionsisexpectedtoalmostlinearlygrowthroughtheperiodfrom2020to2030,withanexpectednumberofabout24billionenterpriseIoTconnectionsin2030.ReadmoreNote(s):Worldwide;*ForecastReadmoreSource(s):GSMANumberofwide-areaandshort-rangeIoTdevicesworldwidefrom2014to2027(inmillions)Wide-areaandshort-rangeIoTdeviceinstalledbaseworldwide2014-2027Short-RangeIoTWide-AreaIoT35,00030,00025,00020,00015,00010,0005,00005,4234,8824,3363,82514,9002024*3,31912,3932023*25,1502027*1,8862,86221,5592026*1,5899,1492,2908,54617,9672025*1,1567,47579358010,74510,2953243,8846,1962454,9622,72820142015201620172018201920202021202220Description:In2022,thenumberofshort-rangeinternetofthings(IoT)devicesreached10.3billionworldwide.Thatnumberisforecasttoincreaseto25billionby2027.Thewide-areaIoTdevicesamountedto2.9billionin2021andarepredictedtoreach5.4billionby2027.ReadmoreNote(s):Worldwide;2023;*ForecastReadmoreSource(s):EricssonCHAPTER

04CellularIoTNumberoflicensedcellularInternetofThings(IoT)connectionsworldwidefrom2021to2030(inbillions)GloballicensedcellularIoTconnections2021-20306545.35.254.84.44.13.53.132102.62.1202120222023*2024*2025*2026*2027*2028*2029*2030*22Description:ThelicensedcellularInternetofThings(IoT)marketisexpectedtodoublefrom2022to2030.Asof2022,thenumberoflicensedcellularIoTconnectionswas2.6billion,whichisexpectedtoreach5.3billionby2030.

ReadmoreNote(s):Worldwide;2023;*ForecastReadmoreSource(s):GSMAThe5GInternetofThings(IoT)installedbaseworldwidein2020and2023,bysegment(inmillions)Global5GIoTinstalledbase2020-2023,bysegment20202023*2519.09201510515.765.865.152.481.551.180.390.40.14Fleettelematicsdevices0.050.06Emergencyservices0Connectedcars-embedded(consumerandCommercial)OutdoorsurveillancecamerasIn-vehicletolldevicesOthers23Description:Theglobal5GInternetofThings(IoT)endpointmarketisforecasttohavealargegrowthintheconnectedcarssegment,from0.4millionin2020to19.1millionunitsin2023.Theoverall5GIoTinstalledbasehasbeenforecasttogrowtoaround49millionin2023.ReadmoreNote(s):Worldwide;2022;*ForecastReadmoreSource(s):AppinventivShareofglobalcellularIoTmoduleshipmentsbyvendorfrom2017to2023GlobalcellularIoTmoduleshipmentsshare2023QuectelWirelessTelitSIMComWirelessFibocomThalesSierraWirelessChinaMobileneowayGemaltoSunseaRollingWirelessu-bloxMEIGLGOther120%100%22.4%2.3%25.7%1.8%35%35.6%35.1%80%60%40%20%0%38%41.8%3%2.3%3.2%2.8%4%4.3%4.3%5.3%4.1%4.4%5.4%5%9%4%8.2%5.6%5%9%6.9%6.6%6.7%6.8%7.1%6.7%6.6%6.1%5.2%5.9%8%6.2%9.6%17%12%7.5%9.8%15%23%38.5%37.2%9%33.4%31.6%28.1%11%12%1H20172018Q12020Q42020Q32021Q42022Q1202324Description:QuectelwastheleadingvendorforIoTmodulesworldwideinthefirstquarterof2023.Thecompanyaccountedfor37percentofIoTmoduleshipments.OthercompanieswithatleastfivepercentmarketshareatthattimeareFibocom,ChinaMobile,andSunsea.ReadmoreNote(s):Worldwide;2017to2023Source(s):CounterpointResearchShareofIoTservicerequestsbyenterpriseprivatenetwork(4G/5G)customers2023EnterpriseprivatenetworkcustomershareofIoTservicerequests202360%52%50%40%30%26%19%20%10%0%3%OccasionallyRarelyVeryfrequentlyDon'tknow25Description:Accordingtoasurveyconductedin2023byGSMA,about52percentofenterprisecustomersrequestedIoTserviceswhilepurchasingprivatewirelessnetworks(4G/5G).However,about19percentofenterprisecustomersrequestedIoTservicesveryfrequently.ReadmoreNote(s):Worldwide;2023Source(s):GSMACHAPTER

05SmarthomeNumberofusersofsmarthomesworldwidefrom2019to2028(inmillions)Numberofusersofsmarthomesworldwide2019-2028900800700600500400785.16672.5576.22493.55422.19360.68307.822022300200100262.712021224.182020191.38201920232024202520262027202827Description:Theglobalindicator'SmartHomesbySegment'inthesmarthomemarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal424.5millionusers(+117.69percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach785.16millionusersandthereforeanewpeakin2028.Notably,theindicator'SmartHomesbySegment'ofthesmarthomemarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2019to2028Source(s):Penetrationrateofthesmarthomesmarketworldwidefrom2019to2028Penetrationrateofsmarthomesworldwide2019-2028353025201510533.228.8425.0621.7718.8916.3814.19202212.31202110.6820209.27201920232024202520262027202828Description:Theglobalindicator'HouseholdPenetrationRatebySegment'inthesmarthomemarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal16.8percentagepoints.Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach33.2percentandthereforeanewpeakin2028.Notably,theindicator'HouseholdPenetratio