IoT experts from Transforma Insights and floLIVE share the key regulations that any company deploying IoT needs to be aware of, ranging from security and privacy to licensing and permanent roaming.

The telecommunications industry is making a major shift in priorities. At Mobile World Congress in Barcelona earlier this year, artificial intelligence took centre stage expanding the telco discussion beyond connected industries and 5G networks. Almost all the communications service providers (CSPs) highlighted the impact of this technology in improving their operations. While most of the focus is still on bringing internal operational efficiencies, more recently, telecom operators have started exploring ways to incorporate AI into their offerings to drive revenues. By enhancing their products with AI to analyse data sets insightfully and quickly, telecom companies can help to solve the business problems of their clients, including sustainability challenges, customer analysis, marketing problems and network issues. In some cases, MNOs and MVNOs are pursuing a strategy of providing consulting related to AI and/or adding AI features into their offerings, for instance for predictive maintenance. Companies like SK Telecom, Vodafone, Telefonica and Globe Telecom are transforming their operations by integrating AI solutions into their service offerings. In this report, we aggregate the findings of recent research into the AI capabilities for CSPs and how these are offered to their clients to show the main capabilities of CSPs in AI in four categories: AI Infrastructure: Defined as AI specialised data centres, computing infrastructure service, semiconductors specifically focussed on AI, AI accelerator chips, and on-device AI. AI Professional Services: Including services like AI consulting, strategy formation, solution development and implementation, system integration and project management. AI Integrated Solutions: Referring to provision of off the shelf AI applications, for instance, for driver behaviour monitoring on video feeds, operational analytics to help retailers, or natural language processing for documents. AI Platforms: Referring to platforms used to build, deploy, train or manage AI applications. Additionally, it also includes provision of AutoML automated, low-code or no-code platforms which draw on various frameworks and libraries. The Communications Service Providers profiled in this report are: AT&T, Bharti Airtel, Deutsche Telekom, Globe Telecom, KDDI Corporation, Maxis, NTT, Ooredoo, Reliance Jio, Singtel, SK Telecom, Telefónica, Telefónica Tech, Verizon and Vodafone. Some leading CSP’s are not included because of lack of information availability or absence of B2B offerings in AI.

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 as personally owned vehicles 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.

This report provides Transforma Insights’ view on the Payment Processing market with a primary focus on Checkout Systems, Parking Payments, Self-Checkout Systems and Pay Stations, and Card Payment Terminals. A fully integrated Payment Processing system allows the monitoring of purchases to obtain accurate figures for stock movement that will, in turn, assist in supply chain management, enable leaner on-shelf inventory, and avoid stock shortages. The use of cashless payments is rising on a daily basis and is acting as a major driver for the adoption of contactless payment processing terminals. The adoption of contactless payments has also been further driven by its use in sectors beyond retail, such as public transport. 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.

This report examines digital transformation (DX) in the automotive sector, enabled by the key technology groups that are the focus of Transforma Insights’ research. The report focuses on digitally transformative solutions in the automotive industry, encompassing various aspects of the industry, including dealership showrooms, repair and servicing centres, electric vehicle adoption, and the transition towards self-driving vehicles. This report does not address the wider technological changes in the manufacturing of passenger and commercial vehicles or smart mobility and integrated transport systems. The automotive industry has witnessed major disruptions in recent years, affecting all stakeholders in the value chain. Some notable trends include the rapid growth of electric vehicles, the testing and deployment of self-driving cars, and increased investment in digital solutions to enhance customer experience throughout the vehicle ownership lifecycle, from purchasing to usage and servicing. The push towards net-zero emissions and a desire to reduce health risks have driven businesses to adopt electric vehicles and fleets cross multiple industries are being electrified to shift towards a greener transportation to not only reduce greenhouse gas emissions but also lower fuel costs. Rapid digital transformation in the automotive industry has led businesses to innovate and develop mobility for the future, that ensures sustainability, connectivity, safety, and passenger and driver comfort. The battleground has shifted away from product-driven sales and towards technology-based services. Vehicle Original Equipment Manufacturers (OEMs) are realising that recurring service revenue is as lucrative if not more so than vehicle sales since the traditional business of selling cars is generally a low margin business. The better margins available for software services is motivating a push by the OEMs towards the software business and some OEMs have entered into joint ventures with technology companies as a part of their strategy to focus on developing connected vehicle software. Data from in-vehicle sensors provides insights into driver and cabin behaviours, enabling OEMs to harness this data to create customised service offerings and unlock new revenue potential. As a result of this, and many other developments, OEMs are integrating high-performance computing chips into vehicles for real-time decision-making, particularly in self-driving cars. The concept of connected vehicles transforms cars into smartphones on wheels, offering an enriched in-vehicle experience. Passengers and drivers in turn are coming to expect an enriched and customised in-vehicle experience, benefitting from automatic adjustments to infotainment, temperature, and lighting settings, along with real-time alerts about road conditions to avoid traffic and potential accidents. Overall, we have identified nine (9) key domains of change in the automotive industry. These are discussed in more detail in this document and comprise:  Customer Experience, includes the use of digital technologies to enhance customer experience at customer touchpoints.  Enhanced Vehicle Assessment. Includes the use of digital technologies for the service and maintenance of vehicles at repair and service centres.  EV Charging & Battery Leasing, includes the use of public and private EV charging, battery swapping, and electrification of roads to support electric vehicles.  Vehicle Platform & OEM Connectivity, includes the use of embedded hardware vehicle head units to provide commercial and private vehicles with wide area connectivity and connected and other services.  Aftermarket Devices, includes fleet management and a range of other diagnostic, driver support and infotainment devices that are purchased after a vehicle is manufactured and sold to a customer.  Autonomous Vehicles, includes autonomous passenger vehicles and autonomous road freight vehicles for reducing the burden on human drivers of strenuous driving requirements.  Vehicle-to-everything (V2X) & Vehicle-to-vehicle (V2V), focuses on vehicle communications with road infrastructure and other vehicles.  OEM Data Sharing, includes the sharing of vehicle data across the automotive supply chain.  Vehicle Recycling, includes the use of digital technologies in vehicle recycling for maximum utilisation of reusable materials and reduce waste generation to a minimum. Collectively, the concepts listed above will bring significant changes to the automotive sector in the coming years. From a technology perspective and as illustrated in Figure 1 1 below, Artificial Intelligence (AI), Data Sharing (DS), the Internet of Things (IoT), Hyperconnectivity (HC), and Edge Computing (EC) emerge as the key drivers of change in AutoTech. Human Machine Interface (HMI), Distributed Ledger (DL) and Autonomous Robotic Systems (ARS) also contribute to the digital transformation of the automotive sector in selected applications. Figure 1 1: Key technologies enabling digital transformation in AutoTech [Source: Transforma Insights, 2024] AI DS IoT HC EC HMI DL ARS Customer Experience ● ● Enhanced Vehicle Assessment ● ● ● ● ● EV Charging & Battery Leasing ● ● ● ● ● Vehicle Platform & OEM Connectivity ● ● ● ● ● ● Aftermarket Devices ● ● ● ● Autonomous Vehicles ● ● ● ● ● V2X & V2V ● ● ● ● ● OEM Data Sharing ● ● ● Vehicle Recycling ● ● ● The identified nine domains of change have both direct and indirect impacts in terms of economic and societal benefits, and many of them play a vital role in terms of enabling sustainability. As shown in Figure 1 2 below, the greatest sustainability benefits are achieved by implementing EV Charging & Battery Leasing, Autonomous Vehicles, and V2X & V2V. The nine identified doamins have the potential to generate maximum societal and economic benefits by reducing traffic congestion and decreasing road accidents. In terms of driver experience, Vehicle Platform & OEM Connectivity, Aftermarket Devices, Autonomous Vehicles, and Customer Experience have the potential to show maximum benefits.

IoT experts Transforma Insights and Eseye share their deep insights on the opportunities and challenges associated with the use of the new SGP.32 Remote SIM Provisioning standard.

Numerous hardware devices are gaining new AI-enabled functionalities, and the enabling of IoT devices with AI capabilities to become AIoT is a key theme in today’s IoT markets. Such solutions have the potential to transform business operations and consumer propositions by alloying AI-enabled value-added services with core device functionalities. In this Key Topic Insight report we delve into markets for AI-enabled Integrated Propositions, providing an overview of each of the major categories of providers of integrated solutions, discussing relevant market dynamics and including profiles of some of the key vendors in each of the categories. The AI enabled Integrated Propositions market vendor types that this report focusses on are: AI Solutions. AI Solutions providers offer integrated solutions to address often industry-specific challenges. The Solutions vendor type includes vendors of AI-enabled hardware devices together with associated software, which are intended to be sold together to deliver sophisticated AI-enabled solutions for end-users. AI Products. The AI Products category is comprised of hardware products that have in-built AI capability. These could either be used in isolation or incorporated as part of wider-ranging Solutions.

Semiconductor chips are shaping the global economy by powering the high-tech devices all around us. The growth rate of the semiconductor chips market has recently taken off with advances in Artificial Intelligence (AI), and the rapid adoption of diverse AI applications in the cloud, at the edge and on-board IoT devices (often termed AIoT devices). The evolution and rapid changes in digital solutions have accelerated the demand for advanced chips both that are used in mission-critical and time-sensitive applications or are useful for training large language models (LLMs) comprising billions of parameters. In this Key Topic Insight report we delve into AI chipset markets, providing an overview of each of the major categories of chipset market players, discussing relevant market dynamics and including profiles of some of the key vendors in each of the categories. The chipset market vendor types that this report focusses on are: AI Chip IP. AI Chip IP companies hold Intellectual Property (IP) that is related to optimising computer processors to support AI applications (either training or inference). AI Enabling IP. The AI Enabling IP category includes companies that hold IP that is related to functions that can enhance AI processing. Fabrication. Fabrication companies manufacture specialised and sophisticated silicon chips to support AI applications.

Transforma Insights beta-launched our Regulatory Database in August 2023, focussing on an initial 18 countries. As of August 2024, it is now fully live and includes analysis of regulations relating to digital transformation in the top 45 countries that, based on our IoT market forecasts, will represent 96% of cellular IoT connections in 2029. The development has used our ‘DNA of Regulations’ framework as a reference, and we have sought to identify regulations that are relevant to each of the strands of DNA individually in each of the top 45 countries. This report provides an overview of our findings, highlighting the most frequently recurring themes. At the time of writing this report, the database contains a total of 240 regulations, 238 of which relate to our 45 focus countries. Thirteen of these are ‘global’ and apply in all markets worldwide. These are not strictly speaking regulations (there being no regulatory body with ‘global’ jurisdiction) and are typically standards, although we also include one UN Declaration on Artificial Intelligence (AI). The remaining 225 regulations are either country- or region-specific, with many of the latter group emanating from European Union lawmakers. This report provides an overview and statistical analysis of the guidance contained in our Regulatory Database, focusing on the 45 countries for which we have undertaken full research, seeking to identify all regulations that impact any of our identified DNA strands. We discuss the emerging profile of regulations within each of the following major themes in turn:  Hyperconnectivity  IoT  Artificial Intelligence  Privacy  Autonomous Robotic Systems  Distributed Ledger  Data Sharing  Additive Manufacturing  Quantum Computing The report focusses primarily on country- and region-specific regulations and globally relevant guidance is discussed in a separate section. Detailed definitions of each of the ‘DNA of Regulations’ components can be found in our ‘DNA of Regulations’ report.

In this webinar, Transforma Insights analysts Suruchi Dhingra, Research Director, and Jim Morrish, Founding Partner, will discuss the key domains of change that are driving the digital transformation of supply chains.