Monetisation of public 5G networks through IoT

3GPP
5G
5G SA
API
Cellular-V2X
edge computing
eMBB
enhanced Mobile Broadband
eRedCap
forecast
Internet of Things
IoT
LPWA
LTE-M
massive Machine Type Communications
mMTC
Mobile Network Operator
MNO
NB-IoT
NEF
Network Exposure Function
network slicing
Non-Terrestrial Network
NTN
Quality on Demand
RedCap
Ultra Reliable Low Latency Communications
URLLC
V2X

Matt Hatton

Mobile Network Operators (MNOs) have invested significant sums in upgrading to 5G. In increasing numbers they are also making the further step up to upgrading to a 5G Standalone (5G SA) core network. Much of the promise of 5G comes from the latter, giving MNOs the potential to deliver richer features and functionality including real-time latency, improved reliability, and ‘Quality on Demand’ type features. The combination of Network Exposure Function (NEF) and APIs also offers the potential to monetise 5G’s promise of the programmable network. In this report we explore the likely true revenue potential for MNOs by applying the additional capabilities of 5G (and particularly 5G SA) to the Internet of Things. The report starts with analysis of the key elements of 3GPP Releases 15 to 19 that relate to 5G and IoT. The includes the key functions of 5G New Radio in the form of enhanced Mobile Broadband (eMBB), Ultra Reliable Low Latency Communications (URLLC) and massive Machine Type Communications (mMTC). It also considers features such as network slicing, 5G RedCap, Cellular-V2X, Non-Terrestrial Networks, Network Exposure Function, APIs, edge computing, and much more. Under each sub-section the report considers how the features and functionality could be applied to IoT. The report then goes on to quantify the market opportunity associated with all of the various elements. For the period 2025-2040 it provides a view on the IoT connectivity revenue that will be attributable to each of the features. It does so in three main categories: ‘5G SA’ (which uses the additional features provided by the core network upgrade), ‘5G NSA’ (which have a requirement for the capabilities of the 5G access network but not advanced SA capabilities) and finally ‘5G future-proof’ (which would be addressable with 4G, or below, networks, and will migrate to 5G by default rather than because they demand any 5G functionality). The modelling is done as an assessment of what proportion of the connectivity revenue of a European or North American MNO (along with their channels) might be accounted for by each of the revenue types. Finally, it examines some of the contingencies and dependencies that might influence the timing of such revenue opportunities and provides a set of conclusions and recommendations for MNOs.

3 Austria
Amazon Web Services
AT&T
Bridge Alliance
CAMARA
China Mobile
Deutsche Telekom
Ericsson
Frequentis
GSM Association
Hrvatski Telekom
Nokia
NTT Docomo
Open Gateway
Oracle
Orange
Qualcomm
Quectel
Siemens
Singtel
Soracom
Telefonica
Telia
T-Mobile
Verizon Communications
Vodafone

Hyperconnectivity
Internet of Things
Edge Computing

Wi-Fi HaLow: Significant potential to support long-range and low-powered IoT applications

Hyperconnectivity
IoT
LoRaWAN
LTE-M
NB-IoT
Wi-Fi
Wi-Fi 4
Wi-Fi HaLow
Sigfox

Paras Sharma

This report discusses ‘Wi-Fi HaLow’, a Wi-Fi standard developed primarily to support IoT applications that require long range and extended battery life, which otherwise would mostly use LPWA technologies such as NB-IoT, LTE-M, Sigfox, and LoRaWAN. We discuss the energy-saving features of Wi-Fi HaLow that make it a potential contender technology for low-power and long-distance applications. The high data throughput and low latency capabilities offered by Wi-Fi HaLow allow businesses to consider the deployment of this network technology in contexts that might not suit the aforementioned LPWA technologies that transmit and receive small packets of data at low speeds. We examine the capabilities of Wi-Fi HaLow and discuss some of the stand-out features that make it suitable for a range of IoT use-cases. In addition, we compare Wi-Fi HaLow with the established LPWA network technologies namely, LoRaWAN, Sigfox, LTE-M, and NB-IoT, considering deployment parameters such as range, data rate, latency, power consumption, and chipset cost. The report also lists multiple real-world field trials that have tested the performance of Wi-Fi HaLow in multiple IoT contexts such as smart cities, smart warehouses, smart buildings, smart farming, smart school campuses, smart homes, and smart industrial facilities. Finally, the report lists some of the major vendors that provide Wi-Fi HaLow chipsets and modules.

ALFA Network
AsiaRF Morse Micro
Silex Technology
Newracom
Quectel

Internet of Things
Hyperconnectivity

Child & Pet Tracking: Nearly 31 million child and pet tracking devices in 2033, generating USD2.2 billion in revenue

Internet of Things
IoT
Hyperconnectivity
child tracker
pet tracker
smart tracker
location tracker
real-time monitoring

Paras Sharma
Matt Arnott
Nikita Singh

This report examines the opportunities associated with the IoT use cases of child and pet tracking. These are still at a nascent stage with a considerable market opportunity. A key factor behind the growth of child tracking devices is parental concern over child safety. These devices allow parents to track the location of their children remotely and provide peace of mind that if an emergency were to occur, their child could be found. However, the market is hindered by the availability of devices such as low-cost smartwatches. The size of the market is also limited because children who are most in need of remote tracking (those who lack independence) are also most likely to be under guardian supervision, making tracking redundant in daily life. The Pet tracking market is gaining traction due to greater availability of devices and existing concerns about pets running away or being stolen. These tracking devices, usually in the form of pet collars, let users track their pet’s location and may also allow them to view their past routes, daily activities, and health parameters. 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.

Amosense
AngelSense
Apple
Kippy
Life360 (Jiobit)
SkoolSmart
Weenect
Whistle

Internet of Things
Hyperconnectivity

Consumer

Global AIoT Forecast, 2023-2033

Internet of Things
IoT
Artificial Intelligence
AI
AIoT
forecast

Matt Arnott
Jim Morrish

Artificial Intelligence (AI) and the Internet of Things (IoT) are two of the most impactful emerging technologies of our times. Both of these technologies individually unlock huge potential for improved efficiency and enhanced value propositions. In this report we provide our quantitative assessment of the opportunity associated with AIoT.

Artificial Intelligence
Internet of Things

Precision Specialist Robots: 23.7 million connected devices in 2033, mostly supporting human collaboration

3D Printing
Additive Manufacturing
Collaborative robots
Cobots
Industrial robots
Internet of Things
IoT
Hyperconnectivity
Mobile robots
Precision Specialist Robots
Robotics
Robots
Surgical robots

Paras Sharma
Matt Arnott
Rohan Bansal

Globally, the deployment of Precision Specialist Robots is being driven across various 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 promoting the use of additive manufacturing to decrease the 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
Airbus
Alfred Kärcher
Audi
Boeing
Carbon
Daimler
Denso
Fanuc
Fu Ling Zha Cai
Grupo Antolin
HiETA
Hoedtke
Kuka
Mercedez Benz
MFBZ toolcraft
Mitsubishi
Nachi Fujikoshi
Plastibell
Stratasys
Tong Yang Group
Universal Robots
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

Communications Service Providers are deploying AI to revolutionise their operations

Artificial Intelligence
AI
Internet of Things
IoT
Communications Service Providers
CSPs
Mobile Network Operators
MNO
Mobile Machine Learning
ML
chatbots
LLM
generative AI
Network Optimisation
5G Networks
Fibre Networks

Suruchi Dhingra

The telecommunications industry is making a major shift in priorities. Artificial intelligence (AI) is becoming a key topic of discussion amongst telcos and they are keen on developing AI solutions to support their evolving needs. It is becoming crucial to solve the challenge of growing complexity of networks, improve network performance, and make networks more reliable. Beyond networks, it is also becoming immensely useful for enhancing customer experience, fraud detection, and improving overall operational efficiency. Recently, we published a report on ‘How are MNOs and MVNOs harnessing AI for their IoT operations’ where we looked at how CSPs are using AI within their IoT operations. In this report, we cover the topic in a broader scope and consider all the types of AI initiatives undertaken by CSPs in their internal operations to reduce network congestion, enhance network quality and enhance their operational efficiency. We have summarised the findings of this research to show the main approaches that have been adopted to date and the ones that are gaining traction. The report identifies the main ways in which Communications Service Providers are using AI to support their own operations, ranging from administration to networks.

AT&T
Bharti Airtel
China Mobile
Deutsche Telekom
Globe Telecom
KDDI Corporation
Ooredoo
Orange
Saudi Telecom Company (STC)
Singtel
Softbank
Telefonica
Telenor
Telstra
Verizon Communications
Vodafone

Artificial Intelligence
Internet of Things
Hyperconnectivity

Information & Communication

Webinar - AIoT: the impact and opportunities of combining AI and IoT

Artificial Intelligence
AI
Internet of Things
IoT
AIoT
forecast
webinar

Jim Morrish
Paras Sharma
Matt Arnott

Transforma Insights analysts assess the increasing overlap between AI and IoT, the opportunities associated with AIoT and the new challenges it presents, including sharing our forecasts of the emerging AIoT market.

Artificial Intelligence
Internet of Things

Usage-Based Insurance: New business models and rising premiums driving a 205 million device industry by 2033

Internet of Things
IoT
Aftermarket
Blackbox
Connected Car
Connected Vehicles
Insurance
Insurtech
OBD device
Pay as you Drive (PAYD)
Usage Based Insurance
Vehicle Telematics

Matt Arnott
Nikita Singh

This report summarises Transforma Insights’ view on the Usage Based Insurance (UBI) Application Group found in the Transforma Insights Connected Things IoT forecast. The report covers details on the benefits of UBI, the role of connected telematics devices, potential savings, and market sentiments on the use and need for UBI devices. Mostly concentrated in developed regions such as North America and Europe, the market for usage-based insurance is typically triggered by the rising cost of insurance premiums, innovation within the local insurance industry, and shifting consumer preferences. Global adoption of UBI is still very fragmented in nature, largely due to the need to develop solutions to suit national markets. Smaller markets lag in UBI adoption due to its high cost to implement. However, the launch of connected cars equipped with OEM-backed software solutions can increase the adoption of UBI, particularly in smaller markets. This could in turn launch new vendors in 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.

Allianz
Amaline
Arity
Audi
AXA
Belairdirect
ByMiles
Cambridge Mobile Telematics
Carro
Daimler
Discovery Insurance
Drivit
Erie Insurance
Ford
Greater Than
Hastings Direct
Hertz
HSB
Insure The Box
IMS
JD Power
Lowest Rates
Movinx
MSI
Munich Re
Nationwide Insurance
Octo Telematics
Otonomo
Progressive
Raptor
Scope Technology
State Auto Insurance
Swiss Re
Targa Telematics
The Floow
Unipol
Viasat
Telematics
Willis Towers Watson
Zego
Zurich Insurance

Internet of Things
Hyperconnectivity

Finance & Insurance

White Goods: 1.9 billion connected devices by 2033, functioning on short range and LPWA technologies

Bluetooth
Cleaning
Clothes Dryer
Cooker
Cooking
Cooktop
Dishwasher
Dryer
Drying
Freezer
Fridge
Hob
Kitchen
Laundry
Oven
Refrigerator
Smart Home
Stove
Stovetop
Tumble Dryer
Washing Machine
Washing
Wi-Fi

Rohan Bansal
Matt Arnott

This report provides Transforma Insights’ view on the White Goods market. This segment comprises Commercial and Residential White Goods, including fridges, freezers, fridge-freezers, washing machines, drying machines, washer-dryers, cooking equipment, and dishwashers. Smart connected white goods provide consumers with a host of options to run and control them via a PC, tablet, or smartphone application. These appliances typically connect via Wi-Fi, but with notable use of PLC (Power Line Communication), NFC (Near Field Communication), Bluetooth, and Zigbee. In future, manufacturers will increasingly implement LPWA connectivity on these devices for remote monitoring and diagnostics purposes. Overall, we expect the number of connected white goods devices to grow more than ten-fold between now and 2030, reaching 1.1 billion connected devices. 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.

Bosch
Electrolux
General Electric
LG
Liebherr
Magimix Nespresso
Miele
OptConnect
Samsung
ShelfX
Thermomix
WashConnect
Whirlpool

Hyperconnectivity
Internet of Things

Accommodation & Food Service
Health & Social Care
Manufacturing
Other Services
Professional, Scientific & Technical
Retail & Wholesale
Transportation & Storage

Bosch: Digital Transformation capabilities assessment

Digital Transformation
DXSP
3D Printing and Additive Manufacturing
Internet of Things
Artificial Intelligence
Hyperconnectivity
Human Machine Interface
Data Sharing
Autonomous Robotic Systems
Distributed Ledger
Edge Computing
Robotic Process Automation
Product Lifecycle Management
AI
distributed ledger
blockchain
RPA
Generative AI
Connected Products

Suruchi Dhingra

This report examines the capabilities of Bosch in Digital Transformation. It provides a comprehensive review of the products, services, and capabilities of Bosch across 11 technology areas and dozens of functions, to determine its core strengths for meeting enterprise needs. The 11 technology families in which the vendors 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 purse a Digital Transformation, they certainly represent the most disruptive, and therefore the ones of which enterprises should be most aware. The report includes rating across each of the technology areas and functional capabilities (specialised hardware, general hardware, software products, integrated solutions, application development, systems integration and project management, specialist services, field & operational services) using Transforma Insight’s four-level universal rating system for vendors in Digital Transformation. Internet of Things, for instance, spans hardware, software, application development, implementation, field services and specialist services. For each of the 92 combinations of function and technology, Bosch is rated for whether its capabilities are ‘Emerging’, ‘Significant’ or ‘Market Leading’ (or ‘None’). This rating is based on both the credibility of the solution and the position of the offering in the market (e.g. market share).

Bosch

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.