Real World Visualisation: 157 million devices in 2035, dominated by Connected Glasses
- Internet of Things
- IoT
- Hyperconnectivity
- Real World ‘Visualisation’
- Human Machine Interface
- AR
- Augmented Reality
- Connected Glasses
- Headsets
- Mixed Reality
- MR
- Tablets
- Video Walls
- Virtual Reality
- VR
- Paras Sharma
- Nikita Singh
- Matt Arnott
This report provides Transforma Insights’ view on the Real World Visualisation market. This report comprises details on design, assembly, campus, field, project management, quality control, and training use cases for Connected Glasses, Tablets, and Video Walls. The Connected Glasses segment in the report comprises both consumer examples and enterprise use cases of glasses. Tablets and Video Walls applications have specific enterprise use cases. Enterprises have started using AR/VR devices not only for remote monitoring and supervision but also to enhance business efficiency, reduce manual work and error, and support workers in dangerous and remote working situations such as mining, healthcare, and manufacturing. The market is expanding, but at a much slower pace than initially expected. These devices are not only expensive, but they also haven’t substantial value to enterprises outside of selected roles. Consumer versions face the same issue of high costs and a perception of being ‘nice-to-have’ rather than an essential gadget, resulting in lacklustre adoption of these devices. Most of these devices are still evolving in terms of their technical specifications, physical attributes, and cost. The market is mostly trending towards lightweight and easy-to-use products for consumers and enterprise customers. It’s likely that as consumers and enterprises increase their familiarity with these devices, the demand and use of these devices will increase. 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.
- Amazon
- Apple
- Augment
- BMW
- Boeing
- CareYaya Health Technologies
- Coach
- Coca-Cola Hellenic Bottling Company (HBC)
- Engo
- Epson
- Everysight
- FFFace.me
- Fujitsu
- Google
- INAIR
- L’Oréal
- Lucid Motors
- Maybelline
- Mercedes Benz
- Meta
- MGG Software
- Microsoft
- MSC Cruise Management
- MySize
- Nadro
- Nike
- Pico
- Porsche
- Snapchat
- Toyota
- Vuzix
- Zero10
- ZeroLight
- Internet of Things
- Hyperconnectivity
- Human Machine Interface
Mobile World Congress and Embedded World 2026: technology takes a back seat to commercial models and regulation
- Internet of Things
- IoT
- connectivity
- eSIM
- SGP.32
- remote SIM provisioning
- satellite
- NTN
- non-terrestrial networks
- 5G
- Artificial Intelligence
- AI
- infrastructure
- differentiators
- resilience
- compliance
Two major trade shows focused on different aspects of the IoT space happened in quick succession in March 2026: Mobile World Congress in Barcelona and Embedded World in Nuremberg. This report highlights some of the key themes that emerged from the show. In large part this reflects more the author’s intense weeks meeting with vendors from across the universe of IoT – with a strong focus on cellular-based connectivity – and triangulating their perspectives, rather than listing announcements or quoting speakers on stage. There are many opportunities to hear from commentators about the latter, but rather fewer of the former. Key themes relate to technology trends (or, rather, lack of them), evolving competitive positions of players, new differentiators, and the growing challenges of compliance, amongst other things. As well as the emergence of a new term: ‘Physical AI’.
- Aeris
- Balena
- CSL Group
- Deutsche Telekom
- emnify
- Exein
- floLIVE
- Kigen
- NTT Data
- NTT
- Palo Alto Networks
- Stacuity
- T-Mobile US
- Tartabit
- Telefonica
- Vodafone
- Internet of Things
- Hyperconnectivity
- Artificial Intelligence
Autonomous Road Passenger Vehicles: A market inhibited by stringent regulations and expensive hardware
- Internet of Things
- IoT
- Hyperconnectivity
- Autonomous Vehicle
- Autonomous Ride Hailing
- Automated Driving Systems
- Driverless car
- Robotic Car
- Robotaxi
- Self-Driving Vehicle
- SAE
- Autonomous Ride Pooling
- Conditionally Automated Car
- Fully Automated Car
- Suruchi Dhingra
- Matt Arnott
This report provides Transforma Insights’ view on the Autonomous Road Passenger Vehicles market. This segment comprises autonomous vehicles primarily used to transport passengers on the road, including buses, coaches, minivans, and robotaxis, as well as private vehicles, which are capable of operating at Level 3 of the SAE levels of autonomy. The Autonomous Road Passenger Vehicles market is an emerging market with several obstacles. There aren’t many self-driving cars driven by consumers on public roads yet but early robotaxi services are already available in select markets. The path to large scale commercialisation and mass deployment remains challenging because of the need for technological advances, lack of comprehensive regulations, and the high cost of hardware. Development of vehicle to everything (V2X) infrastructure will play a significant role in the development of the autonomous road passenger market as it enables a level of communication and awareness of surroundings that will encourage safe operation of fully autonomous vehicles. The report provides a detailed definition of the Autonomous Road Passenger Vehicles 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.
- Arcfox
- Argo AI
- Audi
- Aurora
- Auto X
- Baidu
- BMW
- Bosch
- Cariad
- Cruise
- Daimler
- Deepal
- Ford
- Geely
- General Motors
- Honda
- Hyundai
- Innoviz
- Luminar
- Magna International
- Mercedes Benz
- MobilEye
- Nvidia
- Rivian
- Stellantis
- Tesla
- Toyota
- Velodyne
- Volkswagen
- Volvo
- Waymo
- Zeekr
- Zenseact
- Zoox
- Internet of Things
- Hyperconnectivity
- Autonomous Robotic Systems
- Artificial Intelligence
- Transportation & Storage
- Consumer
Water Smart Meters: 908 million connections by 2035 as utilities tackle water loss amid rising scarcity
- Advanced Metering Infrastructure
- AMI
- Automatic Meter Reading
- AMR
- Big Data
- Commercial Energy
- Flow Meter
- Leakage Detection
- LoRaWAN
- LPWA
- NB-IoT
- Non-revenue water
- NRW
- Pressure Monitoring
- Radio Frequency
- RF
- Residential
- Sewer Overflow
- Smart Water Meter
- Water
- Utilities
- Wireless M-BUS
- Wize
This report provides Transforma Insights’ view on the Water Smart Meters IoT market. The transition from traditional water meters to smart water meters is a global IoT initiative for water conservation and hygiene. Transforma Insights estimates that by 2035, 908 million smart water meters will be deployed. The key driver behind the increase in their installation is water scarcity due to increasing consumption, water loss, and leakage. Mostly driven by government mandates, developed nations have made major strides in the deployment of water smart meters to achieve water resilience and efficiency. Other reasons include the ability to monitor and diagnose domestic, commercial, and industrial water consumption patterns as well as track costs with respect to resource utilisation. 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, including a detailed assessment of the progress of rollouts, 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.
- Aclara
- AIS
- Badger Meter
- Busselton Water
- China Telecom
- Clayton County
- Landis+ Gyr
- Daiichi-Kankyo Corporation
- Diehl Metering GmbH
- GLOBAL OMNIUM/Aguas de Valencia
- Google
- Gutermann
- Itron
- Johnsons Controls
- Kamstrup
- M1
- Neptune Technology Group (Roper Technologies)
- Qatar General Electricity & Water Corporation KAHRAMAA
- Sensus (Xylem Brand)
- Severn Trent and Connexin
- Shenzhen Water
- Siemens
- Singtel
- Softbank
- Southeast Water UK
- Starhub
- Telekom Malaysia Group
- Telstra
- Thames Water
- The Public Service Commission (PSC) of Yazoo
- Vodafone
- Internet of Things
- Hyperconnectivity
- Water Supply & Waste Management
Evolving approaches to traffic management for international roaming
- 5G Standalone
- 5G Non-Standalone
- 5G NSA
- 5G-SA
- CUPS
- Edge Computing
- Home Routed
- HPMN
- Hyperconnectivity
- Internet of Things
- IoT
- International roaming
- IPX
- LBO
- Local Breakout
- Roaming
- VPMN
From the early days of cellular IoT, a key challenge for many Mobile Network Operators (MNOs) and end-user adopters alike has been how to arrange for cellular connectivity to be provided to devices that are not located within that MNO’s cellular network coverage. Initially, simple cellular roaming arrangements were adopted, as might be used to support a consumer’s mobile handset as they travel to different countries. Such approaches saw data roaming traffic Home Routed (HR) via the sponsoring MNO before breakout to external networks, servers or the internet. However, simple cellular roaming arrangements are no longer fit for purpose in many circumstances and more sophisticated arrangements are required to support the demands of more sophisticated IoT applications and also to comply with evolving regulations. Cellular network standards are also evolving and frameworks for 5G Standalone roaming are unlike those that have gone before. Meanwhile, Local Breakout (LBO) solutions have emerged to help address performance and regulatory challenges in the context of both 5G and 4G networks so that data traffic no longer needs to be routed via a home network. This report addresses a number of related topics, including established and emerging approaches to supporting roaming connections, regulatory, performance and other challenges with Home Routing, vendor propositions for local breakout, and vendor propositions in a 5G context.
- 3rd Generation Partnership Project
- 3GPP
- GSM Association
- GSMA
- Proximus Global
- Syniverse
- Tata Communications
- Edge Computing
- Hyperconnectivity
- Internet of Things
Gas Smart Meters: Urbanisation, energy security, connectivity, and mandates to drive adoption of over 587 million gas connections by 2035
- Advanced Meter Reading
- AMR
- Advanced Metering Infrastructure
- AMI
- Cellular
- LoRaWAN
- M-Bus
- RF Mesh
- NB-IoT
- Sigfox
- Zigbee
- Gas Meter
- Smart Energy
- Smart Grid
- Utilities
- Heating
This report summarises the Transforma Insights view on the Gas Smart Meter IoT market found in the Transforma Insights Connected Things TAM forecast. The report covers in detail, the evolution of traditional gas meters to smart gas meters that are equipped with connectivity to report gas consumption without manual reading, as well as other metrics such as pressure measurement and leak detection. The total number of Gas Smart Meters will grow from 306.8 million in 2025 to 586.7 million by the end of 2035. North America, Europe, and China have witnessed a significant number of gas smart meter installations due to their large, long standing gas grids. Deployment of smart gas meters is typically triggered by the government or local utility provider. New areas of growth are starting to appear in non-traditional markets. India & South Asia and Sub-Saharan Africa are witnessing rapid urbanisation and have begun to transition to piped natural gas from gas cylinders and will represent a more positive market for the deployment of gas smart meters in the near future. The report also describes the barriers to growth, such as the increasing cost of natural gas, a focus on renewable energy sources (including hydrogen gas and biogas), an overview of alternative sources of natural gas supply in Europe with reduced imports from Russia, and shifting focus from gas usage to electricity in countries like Australia to reduce gas consumption in the near future. 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 TAM Forecast tool.
- Aclara
- Apator Group
- China Telecom
- Con Edison
- Consumer Energy
- Dalim
- Diehl Metering
- EDF
- EDMI
- Honeywell Elster Group
- International Renewable Energy Agency
- Itron
- Korea Smart Metering Forum
- Korea Telecom
- Landis+Gyr
- NICIGAS
- Sensus
- Shenzhen Gas
- Sony
- SORACOM
- Spire
- Tokyo Gas
- Unabiz
- Xylem
- Zenner
- Hyperconnectivity
- Internet of Things
- Electricity, Gas, Steam & A/C
CCTV: 829 million devices are expected to be used for surveillance by 2035
- CCTV
- Public Surveillance Cameras
- Public Safety
- Smart City
- Smart CCTV
- 5G
- Network Cameras
- Traffic Monitoring
- Security Cameras
- Surveillance
- Internet of Things
- IoT
- Artificial Intelligence
- AI
- Matt Arnott
- Suruchi Dhingra
- Paras Sharma
Historically, CCTV cameras were focused on simple surveillance, but now, use cases have expanded to include disaster monitoring, crowd control, health emergency services alerts, and congestion control in public spaces. The broadening range of use cases and increased adoption are primarily a result of more sophisticated AI software, cheaper computing, and advances in network technology. AI-based surveillance technology is being adopted around the world, with China being the foremost adopter. AI has allowed for public surveillance to become more sophisticated, introducing automated use cases such as perimeter monitoring, dangerous object detection, vandalism detection, sentiment analysis, facial recognition, and suicide prevention. Vehicles can also be monitored using automatic number plate recognition. This report summarises the status and forecasts from the CCTV 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.
- Axis Communications
- Axxonsoft
- Bosch Security
- CP Plus
- Dahua Security
- Ericsson
- Flock Safety
- Huawei
- Hikvision
- Honeywell Security
- Intellivision
- Provigil
- SPIE
- Unitel
- ZTE.
- Internet of Things
- Hyperconnectivity
- Artificial Intelligence
- Edge Computing
Software-defined vehicles: software takes a front seat in the automotive industry
- Automotive
- Software-Defined Vehicles (SDV)
- SDV Value Chain
- ADAS
- E/E Architecture
- Over-the-Air (OTA) Updates
- V2X
- V2V
The automotive industry is undergoing a significant digital transformation with major OEMs and technology companies developing innovative and advanced automotive solutions to deliver an enriched user experience.
- Arm
- AWS
- Aeris
- Aptiv
- BMW
- Bosch
- BYD
- Cadence
- CARIAD
- Cubic
- Electrobit
- Ericsson
- General Motors (GM)
- Google
- Harman
- Intelsat
- Li Auto
- Nvidia
- QNX
- Qualcomm
- Rivian
- Rivian and Volkswagen joint venture
- Tesla
- Valeo
- Vector
- Vodafone
- TomTom
- Here Technologies
- Edge Computing
- Artificial Intelligence
- Human Machine Interface
- Internet of Things
- Hyperconnectivity
- Autonomous Robotic Systems
- Data Sharing
- Product Lifecycle Management
- Manufacturing
- Transportation & Storage
Vehicle Head Units: 2.1 billion connected cars in 2035 to drive new revenue streams for auto OEMs
- 5G
- Connected Vehicles
- Vehicle Head Units
- In-Vehicle Infotainment
- Electric Vehicles
- Connected Car
- On-Demand Services
- Vehicle to Vehicle
- V2V
- Vehicle to Infrastructure
- V2I
- Vehicle to Everything
- V2X
- Matt Arnott
- Paras Sharma
- Suruchi Dhingra
This report provides Transforma Insights’ view on the Vehicle Head Unit IoT market. This segment comprises factory-fit connected telematics control units within passenger cars and commercial vehicles, typically connected to the driver’s display for the purpose of delivering multiple services. Transforma Insights forecasts that by 2035, this market will grow to 2.1 billion connected devices, making it one of the most important IoT applications, particularly in terms of cellular connections, on which connected cars inevitably depend. There is a strong user demand for connected vehicle services from consumers as well as a strong motivation from auto manufacturers to find additional high-margin services by selling recurring services to customers and through the sale of vehicle data to third parties for use cases related to applications such as fleet management, smart city, vehicle diagnostics, and financial services. 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.
- Audi
- Avanci
- BMW
- BMW Motorrad
- Cadillac
- Continental AG
- Chrysler
- Daimler
- Ducati
- Fiat
- Ford
- Foxconn
- Genesis
- General Motor
- Google
- Honda
- Hyundai
- Jaguar
- Kia
- KTM
- Magneti Marelli
- Mercedes-Benz
- Mitsubishi
- Nissan
- Nvidia
- Opel
- Pleos
- Porsche
- SAIC Motor
- Stellantis
- Toyota
- Visteon
- Volkswagen
- Volvo
- Internet of Things
- Hyperconnectivity
- Transportation & Storage
- Consumer
From make-do to mission critical: Connectivity for extractive industries
- Hybrid Networks
- Methane Monitoring
- Mining
- NTN Networks
- Oil and Gas
- Pipeline Monitoring
- Private LTE
- Private Networks
- Private 5G
- Satellite
In the complex world of extraction industries like oil & gas and mining & quarrying, communication infrastructure is not just a system for support, but a mission-critical element. As the industry adopts digitally transformative change, advanced telecommunication technologies are reshaping how companies explore, produce, and manage energy resources.
- ADNOC
- Aeris
- Agnico Eagle Mines
- Airbus Oneweb
- Aker BP
- Arch Resources
- AT&T
- Barrick Gold
- BHP
- Boliden Aitik
- British Petroleum
- Caterpillar
- Centrica
- Changqing Petrochemical
- Chevron
- China National Offshore Oil Company (CNOOC)
- Continental Resource
- Datakorum
- DJI
- Epiroc
- Equinor
- Ericsson
- Eutelsat
- ExxonMobil
- GHGSat
- Gilat
- Hiber
- Hilcorp.
- Honeywell
- Indian Oil Corporation Limited (IOCL)
- Inmarsat
- LUKOil
- Microdrones
- MMG
- Myriota
- Nelco
- Newmont
- Nokia
- nybl
- Oil and Natural Gas Corporation (ONGC)
- OneWeb
- OQ Technology
- Origem Energia
- Petrobras
- Petroleum Development Oman (PDO)
- Petronas
- Phillips 66
- PolarSat
- QatarEnergy
- Quanta3
- RealWear
- Reliance Industries
- Rio Tinto
- Saipem
- Sateliot
- Saudi Aramco
- Scepter
- SeekOps
- Shell
- Sinopec
- Skywave
- Snam
- Space42
- Speedcast
- Starlink
- Tampnet
- Telenor Maritime
- Telesat
- TotalEnergies
- Vale
- Verizon
- viAct
- Viasat
- Wyld Networks
- Zinkgruvan Mining
- Zueitina Oil Company (ZOC)
- Artificial Intelligence
- Hyperconnectivity
- Edge Computing
- 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.
