Public Space Lighting: 165 million connections by 2035 helping to reduce costs and energy consumption

Internet of Things
IoT
Cellular
Connected Streetlights
Energy Savings
Lamp Post
Public Utilities
Smart City
Smart Lighting
Street Lighting
Sustainability

Paras Sharma
Nikita Singh
Matt Arnott

This report provides Transforma Insights’ view on the use of IoT devices in the public space lighting market. This segment includes the monitoring, control, and management of lighting for streets and other public spaces, typically provided by local government or utilities. Streetlights are a significant contributor to the electricity bills of local authorities, accounting for 20-40% of total energy consumption in cities worldwide and resulting in significant greenhouse gas emissions. To reduce this cost and make street lighting more sustainable, governments across the globe are spending heavily to replace them with smart LED lamps that can be controlled remotely using different technologies, including Wi-Fi, Cellular, LPWA, and RF mesh. The report provides a detailed definition of the sector, analysis of market development and profiles of the key vendors in the space. It also provides a summary of the status of adoption and Transforma Insights’ ten-year forecasts for the market. The forecasts include analysis of the number of IoT connections by geography, the technologies used (including splits by 2G, 3G, 4G, 5G, LPWA, short range, satellite, and others), as well as the revenue split between module, value-added connectivity, and services. A full set of forecast data, including country-level forecasts, sector breakdowns and public/private network splits, is available through the IoT Forecast tool.

Auckland Transport
Cimcon
Dimonoff
Dongguan
GE Lighting
GridComm
InteliLIGHT
Itron
Paradox Engineering
Philips Lighting
Quantela
Samudra
ShotSpotter
Sierra Wireless
Signify
Spie
TerraGo
T-Systems
Telensa
The City of Edinburgh Council
Tvlight
Ubicquia
Verizon
Websym Tezeva
Xiamen Iotcomm Technology

Internet of Things
Hyperconnectivity

Electricity, Gas, Steam & A/C
Government

Remote SIM provisioning forecast: SGP.32 will account for 53% of cellular shipments in 2035

Internet of Things
IoT
M2M
eSIM
eUICC
embedded SIM
MFF2
RSP
Remote SIM Provisioning
SGP.02
SGP.22
SGP.32
forecast

Matt Hatton

In July 2023 Transforma Insights published a forecast of our expectations of the adoption of different approaches to Remote SIM Provisioning (RSP), with a particular motivation to assess the likely growth of the SGP.32 standard, the arrival of which was imminent. Fast forward three years and the standard has only just been finalised with fully standards-compliant solutions being launched into the market in 2026. Having had our fingers burnt on forecasting this space in 2023 we have waited until now before providing an update on the expected adoption. This report provides our view of the overall adoption of SGP.32 alongside the other existing RSP standards SGP.02 and SGP.22, the use of which will be affected by the growing adoption of the latest standard. The report provides our expectations of the proportions of shipments of cellular-based IoT connections that will use each of those three technology standards, as well as the overall adoption of standards-based RSP. We include our methodology, which is based on a assessment of the likely use of each of the three standards across the hundreds of different applications included in our IoT Forecast Database.

Hyperconnectivity
Internet of Things

IoT connectivity and fleet management: technology trends driving changing behaviour

Internet of Things
IoT
fleet
management
5G
AI
artificial intelligence
connectivity
cellular
Non-Terrestrial Networks
NTN
eSIM

Matt Hatton

Transforma Insights, the world’s leading IoT analyst firm, has today published a new report ‘IoT connectivity and fleet management: technology trends driving changing behaviour’, which provides a guide to the latest developments in cellular-connected fleet management.

Edge Computing
Artificial Intelligence
Human Machine Interface
Hyperconnectivity
Internet of Things
Autonomous Robotic Systems

Transportation & Storage

Stolen Vehicle Recovery: Rising vehicle theft encourages a 54 million device market by 2035

Internet of Things
IoT
Hyperconnectivity
Automotive
Connected Car
On-Board Diagnostic
OBD-II
Stolen Vehicle Recovery
Vehicle Hijacking
Vehicle Security
Vehicle Stealing
Vehicle Theft

Nikita Singh
Matt Arnott
Suruchi Dhingra

This report provides Transforma Insights’ view on the Stolen Vehicle Recovery market. This segment comprises applications supported on the factory-fit Vehicle Head Unit as well as aftermarket devices. Vehicle theft is a pervasive issue in many countries, leading to the need for Stolen Vehicle Recovery devices. These devices include vehicle tracking to warn of break-ins, prevent theft or facilitate vehicle recovery in the event of theft. In more sophisticated systems it may be possible to sound alarms or shut down vehicle functions. This application comprises aftermarket devices that can be placed in the vehicle in addition to applications running on the factory-fit vehicle head unit. There are a variety of business models. For instance, automotive OEMs are using embedded Stolen Vehicle Recovery services as one of a series of value-added services to generate alternative and recurring revenue streams. In some cases, aftermarket devices are also offered as complimentary service by automotive dealers and insurance companies. Over the years, there has been an increasing availability of factory-fit vehicle head unit applications, which has pushed aftermarket device providers to offer simpler and cheaper solutions. Additionally, alternative security monitoring and device tracking technologies have also challenged the market. These include the launch of consumer tracking devices such as Apple AirTags and Samsung SmartTags intended for lost item finding, as well as security monitoring solutions such as doorbells and CCTV cameras that are useful in recording vehicle theft activities. Public deployment of automatic number plate recognition (ANPR) cameras also allows license plate verification of vehicles against a stolen vehicle database. The lack of consumer awareness about Stolen Vehicle Recovery devices is another potential barrier to the market. The report provides a detailed definition of the sector, analysis of market development and profiles of the key vendors in the space. It also provides a summary of the current status of adoption and Transforma Insights’ ten-year forecasts for the market. The forecasts include analysis of the number of IoT connections by geography, the technologies used (including splits by 2G, 3G, 4G, 5G, LPWA, short range, satellite and others), as well as the revenue split between module, value-added connectivity and services. A full set of forecast data, including country-level forecasts, sector break-downs and public/private network splits, is available through the IoT Forecast tool.

Apple
AT&T
Audi
BMW
Coyote
Diamond Landscapes
General Motors
Hyundai
Ituran Global
LandAirSea Systems
LoJack
Mercedes Benz
Meta System
National Insurance Crime Bureau
RecovR
Samsung
Scorpion Automotive
Shield GPS
Sirius XM
Spireon
Spytec GPS
Subaru
Teltonika Networks
Tesla
Tracker Network (UK)
Verizon
Viper Telematics
Vodafone
Vodafone Automotive
Volvo

Internet of Things
Hyperconnectivity

Administrative

IoT network anomaly and threat detection market landscape

ATD
IoT security
Network anomaly and threat detection
Network monitoring
Network security.

Paras Sharma

As IoT and OT deployments expand, the growing number and sophistication of connected devices increase cyber risks across industries and critical infrastructure. Attacks such as DDoS, Man-in-the-Middle, firmware exploitation, and physical tampering can disrupt operations, compromise sensitive data, and threaten public safety and national security. This report examines key IoT network security risks and explains why network anomaly and threat detection solutions are essential for protecting connected environments and supporting secure IoT deployments.

Aeris
Forescout
Nozomi Networks
Palo Alto Networks
Unimicron Technology
Wireless Logic.

Edge Computing
Data Sharing
Artificial Intelligence
Hyperconnectivity
Internet of Things

IoT network anomaly and threat detection vendor profiles

ATD
IoT network anomaly
IoT threat detection
Network anomaly and threat detection
Threat detection.

Paras Sharma

The cyber threat landscape for IoT and OT environments is becoming more complex as connected devices increase, expanding the attack surface for cybercriminals. Attacks can disrupt operations and threaten public safety, critical infrastructure, and national security. Network anomaly and threat detection solutions help organisations identify assets, monitor behaviour, detect threats, and assess vulnerabilities. This report examines leading IoT ATD providers and their capabilities, including integrations with broader security and IT ecosystems.

Armis
Aeris
AWS
Cisco
Claroty
Dragos
Fidelis Security
FirstPoint
floLIVE
Forescout
Fortinet
IoT Guardian
Nozomi Networks
ORDR
Palo Alto Networks
Shield-IoT
Wireless Logic.

Edge Computing
Data Sharing
Artificial Intelligence
Internet of Things
Hyperconnectivity

Road Fleet Management: 295 million devices providing vehicle and driver monitoring by 2035

Internet of Things
IoT
Hyperconnectivity
Connected Vehicles
GPS Tracking
Telematics
Logistics
Supply Chain
Fleet Management
Sustainability
Vehicle Gateway
Fuel Management
Driver Safety
Tyre Pressure Monitoring
Driver Safety
Onboard Diagnostics
OBD II
ELD
Electronic Logging Device

Suruchi Dhingra
Matt Arnott

This report provides Transforma Insights’ view on the Road Fleet Management market with a primary focus on Vehicle Telematics Devices. Road Fleet Management covers in-vehicle transportation logistics solutions including job allocation, vehicle tracking, vehicle and driver monitoring, maintenance planning, safety compliance, fuel management, and incident management. The segment also includes aftermarket Tyre Pressure Monitoring Systems, In-Cab Displays, and Electronic Logging Devices. Early examples of Road Fleet Management offered excellent return on investment, a situation that has been widely recognised within many industries resulting in widespread adoption. Fleet telematics providers frequently advertise fuel savings, lower mileage, reduced maintenance costs, and lower idle time as the main benefits of deploying these solutions. The report provides a detailed definition of the sector, analysis of market development and profiles of the key vendors in the space. It also provides a summary of the status of adoption and Transforma Insights’ ten-year forecasts for the market. The forecasts include analysis of the number of IoT connections by geography, the technologies used (including splits by 2G, 3G, 4G, 5G, LPWA, short range, satellite, and others), as well as the revenue split between module, value-added connectivity, and services. A full set of forecast data, including country-level forecasts, sector breakdowns and public/private network splits, is available through the IoT Forecast tool.

Accenture
Avanade
Daimler Trucks
Dohrn Transfer
Federal Motor Carrier Safety Administration
Fleetboard
Fleet Complete
Ford
GeoTab
GoFleet
GPS Insight
Hino
John Deere
Linfox
Microsoft
Mullen Automotive
Octo Telematics
Omnitracs
Platform Science
Powerfleet
PT Serasi Autoraya
Samsara
Samsung
Savage
Telstra
Trimble Transportation
Tyrewatch
Verizon Communications
Verizon Connect
Volvo
Werner Enterprises
West Yorkshire Police

Internet of Things
Hyperconnectivity

Agriculture, Forestry & Fishing
Construction
Mining & Quarrying
Transportation & Storage

The Intelligent Last Mile: How networks must leverage AI to address the evolving needs of IoT

Internet of Things
IoT
artificial intelligence
AI
AIoT
physical AI
connectivity
security
reliability
resilience

Matt Hatton

This report outlines how the convergence of Artificial Intelligence and the Internet of Things is reshaping data requirements, infrastructure needs, and operational models. AI’s dependence on real-world data elevates the role of connected devices, while the rise of AIoT is accelerating the shift of intelligence toward the edge. This creates increased pressure on connectivity to manage larger data volumes, stricter latency demands, and more complex regulatory and security environments. At the same time, organisations seeking to monetise AI are turning to IoT to create tangible services and improved efficiency, reinforcing the strategic value of optimised connectivity. The report finds that IoT connectivity must evolve significantly to meet these new requirements. Next-generation solutions must be designed to be secure across all layers, compliant with fast-moving regulatory frameworks, and flexible enough to operate across global networks and multiple technologies. They must also support deep interoperability across heterogeneous device fleets, orchestrate distributed AI workloads between edge and cloud environments, and enable collaboration across the IoT stack and between connectivity providers. In addition, platforms must become more user-friendly through unified management, automation, and operational simplification. These capabilities collectively define the “Intelligent Last Mile” required for AI-enabled IoT systems. The sections of the report examine: the growing interdependence of AI and IoT; the challenges of delivering data for AI; the functional requirements of the Intelligent Last Mile, including security, compliance, flexibility, interoperability, orchestration, collaboration, usability, resilience, scalability, efficiency, determinism, and observability; and a worked example showing how these principles apply to connected cars.

Tata Communications

Edge Computing
Artificial Intelligence
Hyperconnectivity
Internet of Things

Precision Specialist Robots: 26 million connected devices in 2035 supporting both manufacturing and consumer applications

3D Printing
Additive Manufacturing
collaborative robots
cobots
industrial robots
Internet of Things
IoT
mobile robots
precision specialist robots
robotics
robots
surgical robots
autonomous mobile robots

Paras Sharma
Matt Arnott

Globally, the deployment of Precision Specialist Robots is being driven across multiple industries by increasing blue-collar wages, ageing working populations, and the falling costs of robots. Additionally, the availability of 5G and private networks is encouraging the use of robots to perform complex and time-critical tasks such as remote surgery; it is being used in the healthcare industry to support healthcare professionals in multiple use cases, including minimally invasive surgery. The Additive Manufacturing market is also growing, due to the ability to enable rapid prototyping, faster time to market, reduced material wastage, and on-demand production of customisable offerings. Some countries are also promoting the use of additive manufacturing to decrease their dependency on imported parts and components, bringing greater efficiency to the supply chain. This report summarises the status and forecasts from the Precision Specialist Robots Application Group found in the Transforma Insights Connected Things IoT forecast. The report provides a description of what is covered in the Application Group, as well as top-level figures from the forecast that provide details on how many connected devices will be installed, the types of communication technology used and the total revenue opportunity. Full details are accessible through the IoT Forecast tool.

ABB
Additive Industries
Airbus
Boeing
Carbon
Çemsan
Daimler
Danfoss
Denso
Fanuc
Innok Robotics
KUKA
Mitsubishi
Nachi Fujikoshi
Prose
Stratasys
Subaru of America
Universal Robots
Volkswagen
Yaskawa

Internet of Things
Hyperconnectivity
Autonomous Robotic Systems
3D Printing and Additive Manufacturing

Agriculture, Forestry & Fishing
Construction
Health & Social Care
Manufacturing
Mining & Quarrying
Professional, Scientific & Technical
Education

Private mobile core market: Vendor analysis and strategic market developments

Internet of Things
IoT
private networks
5G
4G
LTE
5GC EPC
core

Suruchi Dhingra

The private mobile core market is an important part of the broader private 4G/5G ecosystem. While radio access networks often receive significant attention, the mobile core remains a critical element of private network deployments, providing functions such as subscriber management, policy control, security, mobility management, network orchestration, and integration with enterprise applications and cloud platforms. As private cellular networks evolve from connectivity projects into broader digital transformation initiatives, the role of the mobile core is expanding beyond traditional telecom functions to support edge computing, automation, analytics, and AI-enabled services. This report provides an analysis of companies operating in the private mobile core market, including both specialised private network core vendors and larger vendors offering integrated end-to-end private wireless solutions. The report examines how each company is positioned within the ecosystem, their strategic priorities, deployment models, go-to-market approaches, architectural choices, geographical focus, target industries, and deployment footprint. It also assesses the extent to which vendors are leveraging cloud-native architectures, ecosystem partnerships, managed service models, and enterprise-focused capabilities to differentiate themselves in an increasingly competitive market. The objective is to provide a comparative view of the private mobile core landscape and highlight the key trends shaping vendor strategies and market evolution. As the market continues to diversify across enterprise, industrial, and mission-critical deployments, understanding the strengths, positioning, and technology approaches of individual vendors is becoming increasingly important for enterprises, operators, partners, and investors evaluating opportunities in the private wireless ecosystem. The vendors featured in this report are: AttoCore, Blue Arcus Technologies, Celona, Cirrus Core Networks, Cumucore, Druid Software, Ericsson, Highway 9 Networks, HPE, Huawei, IPLOOK, Mavenir, Nokia, Pente Networks, Samsung and ZTE.

Athonet
AttoCore
Blue Arcus Technologies
Celona
Cirrus Core Networks
Cumucore
Druid Software
Ericsson
Highway 9 Networks
HPE
Huawei
IPLOOK
Mavenir
Nokia
Pente Networks
Samsung and ZTE

Edge Computing
Artificial Intelligence
Hyperconnectivity
Internet of Things

Below is a list of Transforma Insights' research reports on Digital Transformation, IoT, AI and other disruptive technologies. Our 'Essential' subscribers can access a select sub-set of the reports as 'Essential Reading'. User Group members can access exclusive 'User Group' content. Some reports (e.g. Peer Benchmarking) are only available to 'Corporate' users. For details on how to upgrade your subscriptions, check your Profile page. If you would like to speak with our analysts about the content of any report, or any other topic, please contact enquiries@transformainsights.com.