Chiplets are a viable chipset solution for a variety of AIoT applications

AIoT
Bunch of Wires (BoW)
Chiplets
Chipsets
Interconnect technology
System on Chip (SoC)
Universal Chiplet Interconnect Express (UCIe).

Paras Sharma

With mounting pressure to increase the performance of systems on chips (SoCs), chipmakers have been facing challenges to integrate more transistors on a standard silicon die. With increasing complexities and rising demand across edge AI and AIoT applications, chiplets offer a promising alternative to provide chipmakers the flexibility to dynamically modify a chipset’s architecture, based on AIoT application requirements.

AMD
Alphawave Semi
BoS Semiconductors
Bravechip
DreamBig Semiconductor
EdgeCortix
Intel
Nvidia
Tenstorrent.

Internet of Things
Artificial Intelligence

Commercial, technical and regulatory dynamics drive the rise of the eSIM Orchestrator (eSO)

Internet of Things
IoT
connectivity
cellular eSIM
remote SIM provisioning
SGP.32
eSIM orchestration
eSIM Orchestrator
eSO

Matt Hatton

In November 2024, Transforma Insights unveiled its 2025 IoT ‘Transition Topics’, key themes that would significantly influence the market landscape during the year. One of those Transition Topics related to ‘eSIM orchestration vs connectivity reseller’, specifically stated as follows: “The imminent arrival of the SGP.32 ‘IoT’ standard for remote SIM provisioning in 2025 promises to trigger a new phase in the provision of IoT connectivity and in the associated roles. Specifically, we expect to see the role of IoT connectivity provider (MNO/MVNO) fragment into three main roles: network operator, reseller and a new role of eSIM orchestrator, handling profile management and potentially integrating with a role of single-pane-of-glass (SPOG) connectivity abstraction platform.” Alongside the arrival of SGP.32, there are also a number of other evolving market dynamics relating to how global cellular-based connectivity is delivered, which are also helping to trigger changes in the landscape. This includes regulatory requirements for more localisation, evolution in middleware, and changing approaches from MNOs and MVNOs to how they address the market. This report examines the key market changes that are driving the requirement for a new set of functions for supporting eSIM remote SIM provisioning. It continues to then extrapolate that into a new industry structure (most prominently the rise of the eSIM Orchestrator). Additionally, it provides a view on the propositions of a variety of IoT connectivity providers to operating as an eSO.

1oT
Bharti Airtel
Cubic3
emnify
Eseye
Etisalat
Giesecke+Devrient
Idemia
IoTM
Kajeet
Kigen
Oasis
Onomondo
Ooredoo
OptConnect
Reliance Jio
Saudi Telecom Company
Simetric
Singtel
Tata Communications
TEAL
Telia
Thales
Valid
Velos IoT

Hyperconnectivity
Internet of Things

Access Control & Intercoms: 502 million connected devices by 2034, generating USD2.8 billion in revenue

Intercoms
Access Control
Border Monitoring & Control
Sports Venue Monitoring & Control
Doorbell Cameras
Video Doorbells
Intrusion Detection
Prison Monitoring
Elevator Control
Smart Locks
Door Access Control
Smart Home
Home Automation
Building Automation
Home Security
Security

Suruchi Dhingra
Matt Arnott

This report provides Transforma Insights’ view on the Access Control & Intercoms market. This segment comprises Intercoms & Doorbells, Building Access Control, Border Monitoring & Control, Sports Venues, Public Transport Access Gates, Prisons, and Amusement Parks. The increasing focus on security and crime prevention in the commercial and residential sectors is one of the major factors driving the adoption of connected intercoms and access control systems. These systems provide security by preventing unauthorised access to restricted areas. They are used in hotels, airports, residential buildings, offices, banks, hospitals, transport hubs and all kinds of other facilities. Apart from being an essential part of security, they also improve operational efficiency, reduce the need to hire security personnel (thus reducing staffing costs), and improve employee productivity and visitor management processes. Integrating access control systems with HVAC and lighting can also reduce energy costs as one can program lights to remain on or off based on the frequency of access to specific areas. The use of these systems is no longer limited to high-security areas and they are also being used in fitness centres, sports venues, ski resorts, and amusement parks, where convenience and efficiently authorising access for customers are the driving factors for adoption. 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.

ADT
Allegion
Arlo Doorbell
Axess
Google Nest
Kisi
Ring
Skybell
Swiftlane
Vivint

Internet of Things
Hyperconnectivity

Accommodation & Food Service
Government
Arts & Entertainment
Consumer

Assisted Living: 199 million connected devices by 2034, supporting elder care

Internet of Things
IoT
Hyperconnectivity
Assisted Living
Connected Dispensers
Senior Living Solution
Wander Management
Fall Management
Assisted Living Alarm System
Elderly Care
Residential Care
Care Homes
Connected Health

Matt Arnott
Paras Sharma
Nikita Singh

This report provides Transforma Insights’ view on the Assisted Living market. This segment comprises connected medicine dispensers, assisted living people tracking devices, residential care, and alarm systems. This report also provides insights on comprehensive living solutions, i.e., tracking devices and other assisted living solutions for patients that need significant day-to-day support and monitoring. The Connected Medicine Dispensers market is primarily driven by non-adherence to medical prescriptions, especially by elderly patients. Globally, billions of prescriptions are generated every year and patients often forget to take medicines at prescribed times. This is more evident among patients suffering from dementia and other chronic diseases. The use of Assisted Living People Tracking Devices helps families of elderly people or those suffering from Alzheimer’s or other forms of dementia, to monitor their movements and can offer immediate assistance during emergencies such as in the case of falls. In the case of Alarm Systems & Living Solutions, the market will be driven by the increasing number of elderly people living alone. Alarm systems can share immediate requests for medical assistance in case of emergencies by sending instant alerts, either directly to the emergency services or to the providers’ emergency call centres. Comprehensive Living Solutions are focused on residential care facilities that include monitoring residents’ locations to avoid elderly patients getting lost, fall management, and sending alerts to family members or caregivers during emergencies. 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.

AngelSense
Black & Decker
Essence SmartCare
Hero
Life360
Medical Guardian
MedMinder
Voxela

Internet of Things
Hyperconnectivity

Health & Social Care
Consumer

Road Public Transport: 7.2 million devices in 2034, offering real-time vehicle tracking, on-board payments, and internet services to passengers

Internet of Things
IoT
Hyperconnectivity
Automatic Vehicle Location (AVL)
Buses
Coaches
Connected Vehicles
Digital Signs
Fleet Management
On-board Connectivity
On-board Payments
Public Transport
Smart Cities
Surveillance cameras

Matt Arnott
Nikita Singh

This report provides Transforma Insights’ view on the Road Public Transport market with a primary focus on buses. Gradually, manufacturers are incorporating connectivity in their buses in order to save on operational costs and improve the efficiency of public transport by tracking critical vehicle information in real-time. This ensures that buses are running on time and any faults can be detected well in advance to further reduce operational downtime. Commuters also stand to benefit. Connectivity allows them to track buses in real-time and access the internet when onboard. Most buses rely on cellular connections (mainly 4G) to provide connectivity services to commuters. The adoption of 5G and Wi-Fi 6 will allow for the provision of improved services to passengers by providing higher speeds and lower latency rates.

Anatel
AT&T
Bharat Benz
Cradlepoint
Daimler Trucks
Eco Telematics Group
FUSO
Mercedes Benz
Postel
Quectel
Robustel
Scania
Setra
Sierra Wireless
Telec
Teltonika Networks
Thomas Built
Verizon
Volv

Internet of Things
Hyperconnectivity

Transportation & Storage

Dassault Systèmes: Digital Transformation capabilities assessment

3D Printing & Manufacturing
Artificial Intelligence
Computer-Aided Design (CAD)
Computer-Aided Manufacturing (CAM
Human Machine Interface
Product Lifecycle Management

Suruchi Dhingra
Paras Sharma

This report examines the capabilities of Dassault Systèmes in Digital Transformation. It provides a comprehensive review of the products, services, and capabilities of Dassault Systèmes across 11 technology areas and dozens of functions, to determine its core strengths for meeting enterprise needs. The 11 technology families in which the vendor’s capabilities are assessed are IoT, Hyperconnectivity, Human Machine Interface, Artificial Intelligence, Distributed Ledger, Data Sharing, Product Lifecycle Management, Robotic Process Automation, Edge Computing, Autonomous Robotic Systems, and 3D Printing & Additive Manufacturing. While these might not encompass every possible technology that organisations might need in order to pursue a Digital Transformation, they certainly represent the most disruptive, and therefore the ones of which enterprises should be most aware.

Dassault Systèmes

Connected Batteries: 213 million battery devices driven by falling costs and growth in renewable energy

Internet of Things
IoT
Battery Energy Storage System (BESS)
Connected Batteries
Electricity
Electricity Grid
Energy Management System (EMS)
Energy Storage
Grid Storage
Megapack
Microgrid
Nuclear Power
Portable
Power Supply
Powerwall
Renewables
Smart Grid
Solar Panel
Utilities

Nikita Singh
Matt Arnott

This report summarises Transforma Insights’ views on the ‘Connected Batteries’ IoT market, found in the Transforma Insights Connected Things IoT forecast. The report covers details on the evolution of battery technology, beginning with traditional batteries with no communication technologies, up to current batteries with built-in connectivity. It covers different sizes of batteries, from large, grid-scale batteries to small portable batteries. Mostly concentrated in developed regions such as North America and Europe, the market for batteries is typically triggered by local electricity utility providers in the case of grids and microgrids, and consumers in the case of in-building and portable batteries. The report also describes the reasons for the increasing adoption of batteries such as increasing usage and cost of electricity, focus on renewable energy sources, as well as the war between Russia and Ukraine, and the resulting impact on natural gas use in European countries. 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.

Aggreko
Alpha ESS
Azuri Technologies
D. light
CATL
DSD Renewables
Enel
Faraday Microgrids
Fenix International
Generac
Hawaii Electric Company
Imperial Oil
LG
Liberty Utilities
M-Kopa
Omnigrid Micropower Company (OMC)
Open Energi
Pacific Gas and Energy (PG&E)
Rolls Royce
Solar City
Sonnen Group
South Australia Government
Tesla
Vistra

Hyperconnectivity
Internet of Things

Consumer
Electricity, Gas, Steam & A/C

The evolving landscape for Connectivity Management Platforms

CAMARA
CMP
CMP abstraction
Connectivity Management Platform
Hyperconnectivity
Internet of Things

Jim Morrish

In recent years the marketplace for Connectivity Management Platforms (CMPs) has evolved significantly. Ten or so years ago, a Mobile Network Operator (MNO) could be expected to single-source a preferred CMP solution to support their newly contracted IoT connections. Typically, such functionality was either developed in-house (as Vodafone did with its Global Data Service Platform, or GDSP) or procured from a third-party vendor, usually either Jasper (since acquired by Cisco and now offered as Cisco IoT Control Center) or Ericsson’s Device Connection Platform (since rebranded as IoT Accelerator and acquired by Aeris). There were a smattering of different approaches, such as Telekom Austria selecting a solution from Comarch and Verizon establishing a CMP joint venture with Qualcomm (nPhase) before then acquiring full control to bring the platform in-house, but the market was generally fairly concentrated. Over the last decade, the IoT market and technology both have developed so that it has become far more viable for a single MNO to integrate with multiple CMPs, either to support their own IoT connections or to support connections sold by a third party and delivered on their network. A critical development has been the advent of cloud-hosted dedicated core networks for IoT which has made the deployment of such capabilities both cheaper and easier to achieve. In this report, we provide a quick overview of the key functions of a CMP and a selection of leading players in the market, before analysing in detail the benefits of deploying a dedicated core alongside a CMP and also CMP abstraction.

Aeris
Cisco
Ericsson
floLIVE
IoTM
Jasper Wireless
Simetric
Stacuity

Internet of Things
Hyperconnectivity

A diverse range of AIoT platforms is emerging, many focusing on distinct aspects of the AIoT device lifecycle

AI
Artificial Intelligence
AIoT
Edge AI

Paras Sharma

This report discusses the leading players in the AIoT and edgeAI platform space. With the increasing demand for AIoT and edge AI applications across industries, a need for specialised AIoT platforms is also emerging. AIoT platforms support businesses to develop, deploy, and manage AIoT solutions remotely.

Advantech
Avassa
Balena
Barbara
Bosch
ClearBlade
Edge Impulse
Latent AI
Namla
VividCloud
and Zededa.

Artificial Intelligence
Internet of Things
Edge Computing

Rail Transport: 3.9 million IoT devices by 2034 to ensure the safety and efficient movement of freight and passengers

Connected Rail
Connected Trains
GHG Emissions
GSM-R
Infotainment
Mobile Train Radio Communication
MTRC
Railway Communication
Railway Internet
Smart Trains
Sustainability
Rail
Public Transport
Freight
Logistics
Telematics
Transport
Transportation.

Matt Arnott
Nikita Singh

This report summarises the status and forecasts from the Rail Transport 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 detail 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 TAM Forecast tool.

A1 Digital
Bosch
Cisco
ClearBlade
Eurowagon
Klas Group
Metropolitan Transportation Authority (MTA)
Nexxiot
Nokia
OUTFRONT Media
Rail Cargo Austria AG
Siemens

Internet of Things
Hyperconnectivity

Transportation & Storage

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.