Virtual Briefing - Connecting AI: Why connectivity matters to AI data quality

Internet of Things
IoT
Artificial Intelligence
AI
Physical AI
network
connectivity

Matt Hatton

AI systems depend on high-quality data, making connectivity a critical component of the AI value chain. This Transforma Insights/FLOLIVE webinar examines how network performance affects the completeness, timeliness and reliability of IoT data, the consequences of poor connectivity for AI outcomes, and how AI can improve connectivity itself. It then explores the evolution towards AI-ready and AI-native connectivity, combining network, device, compute and AI intelligence.

FLOLIVE

Internet of Things
Autonomous Robotic Systems
Edge Computing
Hyperconnectivity
Artificial Intelligence

Sea & River Transport: 8.9 million connected devices by 2035, driven by recreational vessels, autonomous ferries, and satellite connectivity

Internet of Things
IoT
Hyperconnectivity
Connected Vehicles
Boats
Cruises
Cargo Monitoring
Connected Vehicles
Ferries
Fish Monitoring
Fishing Boats
Fishing Fleet
Fishing Vessels
Freight
Logistics
Maritime Transport
Ocean Liners
Recreational boats
Satellite
Sea Freight
Seaborne Trade
Ships
Shipping
Ship Monitoring
Sustainability
Trade

Nikita Singh
Matt Arnott

This report provides Transforma Insights’ view on the Sea & River Transport market. This Application Group comprises Cargo Vessel Management, Fishing Vessels, and Public Transport Services – Ship. IoT solutions have a variety of applications in the shipping industry to improve vessel efficiency and operational resilience. They can help monitor and optimise the fuel usage of ships, engine performance, and ensure a more sustainable journey by reducing carbon emissions. IoT is also being used for predictive maintenance to detect any kind of maintenance and repair needs, well in advance of a potential malfunction. Predictive maintenance using IoT plays an important role in reducing emissions, reducing breakdowns, and improving vessel reliability. In parallel, the growing use of satellite, cellular, and multi-network connectivity allows vessels to transmit operational data to shore based platforms for real-time monitoring, analytics, and fleet management, extending IoT applications to vessels operating beyond terrestrial network coverage. While commercial shipping prioritises efficiency, cargo visibility, and predictive maintenance, fishing vessels focus on tracking, safety, and fisheries management, ferries and cruise vessels increasingly require reliable passenger and operational connectivity, and recreational boats are seeing growing adoption of aftermarket solutions for security, tracking, and remote monitoring. The report provides a detailed definition of the Application Group, 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 breakdowns and public/private network splits, is available through the IoT Forecast tool.

ABB
Boatrax
BSNL
Eutelsat OneWeb
EXMAR
Inmarsat Maritime (Viasat)
Intelsat
Maersk
ORBCOMM
Satlink
Siren Marine
Skyhawk Oversea
Skylo Technologies
Teltonika Networks
Volvo Penta
Yamaha Marine

Internet of Things
Hyperconnectivity
Artificial Intelligence

Agriculture, Forestry & Fishing
Transportation & Storage

Building Safety & Security: 2.4 billion devices by 2035 providing a growing opportunity for LPWA providers

Internet of Things
IoT
Hyperconnectivity
Smart Home
Fire Alarms
Smart Home Security
Smoke Detectors
Fire Detection
Motion Detectors
Residential Security Camera
CCTV
Mesh Technology
Zigbee
Z-Wave
LPWA
Wi-Fi
Sigfox
NB-IoT

Paras Sharma
Suruchi Dhingra
Matt Arnott

The Building Safety & Security market is an expanding global opportunity underpinned by increasing adoption in newly constructed buildings and an increasing number of retrofit devices being installed in existing buildings. Strategic alliances between construction companies and security vendors are resulting in high adoption in newly constructed buildings. Growing customer awareness, decreasing cost of security devices, increased fear of crime, ease of installation, and incentives from home insurance companies are factors propelling the growth of retrofit devices in existing buildings. Stringent regulations related to the installation of fire and safety devices are also driving the growth of both new building solutions and retrofit devices. The growth of this market also impacts the growth of other Application Groups, such as Building Automation. This report summarises the status and forecasts from the Building Safety & Security 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. In this Application group, we forecast Fire Alarms, Security Alarms and Security Cameras. Full details are accessible through the IoT Forecast tool.

ADT
Arlo Technologies
BriefCam
Carrollton-Farmers Branch Independent School District (CFBISD)
Fibaro
Fischer Homes
Gallagher
Genetec
Google
Guardian Alarm
Honeywell
Hochiki Corporation
Johnson Controls
Napco Security
Nexelec
NHS Foundation Trust
Panasonic
Resideo
REL Building Systems
Ring
Roost
Siemens
Sense4Boat
Sky Labs
SOLD.com
Synectics' Synergy
UST
Vivint

Hyperconnectivity
Internet of Things

In-Vehicle Infotainment: A USD3.5 billion market by 2035 with slow growth in aftermarket devices

Automotive
Connected Car
Dashboard
Hotspot
In-Vehicle Aftermarket
In-Vehicle Audio
Head Unit
In-Vehicle Infotainment
In-Vehicle Video
In-Vehicle Wi-Fi
Infotainment

Paras Sharma
Nikita Singh
Matt Arnott

This report provides Transforma Insights’ views on the In-Vehicle Infotainment market, accessed through the Vehicle Head Unit or through aftermarket devices. In-vehicle Wi-Fi and media streaming have become increasingly popular amongst consumers over the past decade. In-vehicle Wi-Fi allows passengers to stream media, download applications, and access the internet. To make use of this media whilst in a moving vehicle, users will require a reliable, high-bandwidth connection. This demand is likely to continue to grow in the future as bandwidth becomes cheaper. However, the ubiquitous smartphone limits the size of this market, particularly in vehicles with Apple CarPlay or Android Auto installed. Some drivers will simply choose to use their smartphones to browse the internet or stream media instead. Vehicles compatible with smartphone mirroring can take advantage of the vehicle’s controls to access their media. Nonetheless, drivers are increasingly being discouraged from the distractions of smartphone usage whilst driving. Those who wish to lower their risk of an accident or falling foul of local traffic laws will be keen to make use of In-Vehicle Infotainment on the Vehicle Head Unit. 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.

Alpine Electronics
Amazon
Apple
Audi
BMW
Continental AG
Denso Corporation
Ford
General Motors
Google
Harman International
Hyundai
Kenwood Corporation
Kia
Mercedes-Benz
Mitsubishi Electric Corporation (MELCO)
National Highway Traffic Safety Administration (NHTSA)
Nissan
Pioneer
Sony
Tesla
Toyota
Toyota
Volkswagen

Internet of Things
Hyperconnectivity

Webinar: Network Anomaly and Threat Detection for IoT and the evolving security landscape

Network ATD
anomaly
threat detection
security
cellular
GRC
governance
risk
compliance
trustworthiness

Paras Sharma
Jim Morrish

Security has long been cited as one of the top concerns for companies deploying IoT solutions, but real world security practices have generally not been anchored in a pragmatic and holistic assessment of risk. This is changing quickly, with Network Anomaly and Threat Detection (Network ATD) solutions rapidly becoming table stakes for cellular enterprise IoT deployments.

Aeris
Armis
AWS
Checkpoint
Cisco
Claroty
Dragos
Firstpoint
floLive
Forescout
Fortinet
IoT Guardian
Nozomi
Ordr
Paloalto
Shield IoT
Wireless Logic

Edge Computing
Artificial Intelligence
Hyperconnectivity
Internet of Things

Roadside Assistance: 281 million revenue generating units by 2035 driven by growth in connected vehicles and regulation

Internet of Things
IoT
Hyperconnectivity
Connected Vehicles
Automotive
Brake Failure
Connected Car
Flat Tyre
Fuel Shortage
Roadside Assistance Aftermarket
Roadside Assistance Vehicle Head Unit
Towing
Warning Beacon

Nikita Singh
Matt Arnott

This report provides Transforma Insights’ view on the Roadside Assistance market. This segment comprises two sub-applications: Roadside Assistance Head Unit and Roadside Assistance Aftermarket. Car breakdowns are a common occurrence on the roads, disrupting the traffic flow and causing frustration and inconvenience amongst drivers. There are about 69 million vehicle breakdowns every year in the US, affecting approximately one in every three Americans. Roadside assistance may be required for reasons such as flat tyres, discharged batteries, electrical issues, overheating, mechanical failures related to engines and brakes, and vehicles running out of fuel. One of the significant advantages of IoT in roadside assistance is the capability to deliver diagnostic information (such as engine status, error codes, tyre pressure, fuel level, and others) in near-real time, enabling technicians to arrive at the location with the necessary tools and replacement parts. A significant barrier to the Roadside Assistance market is the increasing popularity of on-demand smartphone applications. They have become a popular mode of summoning roadside assistance for drivers because these do not require any additional hardware installation or integration with the vehicle head unit and can be carried between vehicles. Moreover, smartphones are a cost-effective solution compared to dedicated devices or OEM-provided software for roadside assistance. Regulatory requirements are also driving greater exposure to dedicated connected roadside assistance devices. For example, Spain’s mandatory connected V-16 emergency beacon requirement has introduced millions of drivers to cellular connected emergency devices, making such solutions more familiar to consumers and supporting growth in the aftermarket roadside assistance market. However, both of these solutions typically provide richer features for roadside assistance as they have access to detailed vehicle diagnostics data that can provide service providers with crucial information before reaching the location. 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.

AA
AAA
Agero
Allianz Partners
Audi
BMW Group
Bosch
Ford
General Motors
Hyundai
Kia
Lexus
Mercedes-Benz
RAC
Rolls-Royce
Telefonica
Telenor Connexion
T-Mobile
Toyota
Volvo

Internet of Things
Hyperconnectivity

Transportation & Storage

eCall: 789 million revenue generating units by 2035 driven by regulatory mandates and growth of embedded solutions

Internet of Things
IoT
Hyperconnectivity
Connected Vehicles
Automatic Crash Response
Automotive
Connected Car
ERA-GLONASS
Dedicated eCall
eCall
eCall Head Unit
Emergency Calling
Emergency Services
NG eCall

Nikita Singh
Matt Arnott

This report provides Transforma Insights’ view on the eCall market. This segment comprises two sub-applications: ‘eCall Head Unit’ and ‘Dedicated eCall’. eCall or emergency calling has become a standard safety feature in cars, following regulatory mandates in the European Union, the Eurasian Economic Union, Japan, the United Arab Emirates, and other parts of the world. It is also growing organically in countries that still do not have any regulations, since for OEMs, this is a very cheap service to provide and it gives them the opportunity to add another product to offer, with limited downside. Many road safety programs focus on reducing the severity of accidents. However, emergency calling programs specifically aim to reduce response times and provide greater information for first responders. eCall can be initiated either manually (by pushing a button) or automatically via activation of in-vehicle sensors when a serious vehicle crash occurs. In its early days, eCall used 2G and 3G networks to make calls and transfer data, but this now must be replaced with NG (Next Generation) eCall that uses 4G or 5G cellular networks because older networks are being phased out. From 1 January 2026, all new approved passenger cars and light commercial vehicles in the EU must support NG-eCall, with legacy circuit-switched eCall being phased out for newly approved vehicle types from 2027. NG eCall will provide higher network availability, better service quality, and allow transmission of larger amounts of data (that may include health data of occupants, seatbelt usage, child restraint detection, or live images or video of accident scenes in future) to emergency 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.

Actia Nordics
Apple
Anritsu
Audi
BMW
Bosch
Denso Corporation
European Union
Ford
Garmin
HARMAN International
Hyundai MOBILIS
Mercedes-Benz
Valeo
Volvo

Internet of Things
Hyperconnectivity

Consumer

Podcast with Go2SIM: What really matters for cellular IoT connectivity?

Internet of Things
IoT
connectivity
cellular
differentiation
security
compliance

Matt Hatton

Matt Hatton joined Hiran Rivat for a Go2SIM podcast to discuss the current state of cellular connectivity for IoT. In a wide ranging discussion, Matt and Hiran discussed the challenges of heavy price competition and differentiation, the diversity of requirements from IoT customers, the need for customisation (and 'contextualisation'), the value of experience in addressing vertical requirements, the growing compliance and security burden, and the need to wrap IoT connectivity up as a managed service. Plus the inevitable chat about SGP.32, AI and much more.

Go2SIM

Artificial Intelligence
Hyperconnectivity
Internet of Things

Position Paper - Connecting AI: The critical role of connectivity in AI data quality

Internet of Things
IoT
Artificial Intelligence
AI
Physical AI
AIoT

Matt Hatton

AI is increasingly being integrated into IoT applications, creating new demands on the connectivity that links physical devices to AI systems. The quality of AI outputs depends not only on the model itself, but also on whether the data generated by connected devices is complete, timely, consistent and reliable. This report examines the relationship between connectivity and AI data quality, the consequences of poor connectivity, and how AI can in turn be used to improve connectivity. It then considers how connectivity providers can evolve towards AI-ready and ultimately AI-native propositions in which connectivity, network intelligence, device data and AI resources are managed as part of a single data and compute environment.

floLIVE

Edge Computing
Artificial Intelligence
Hyperconnectivity
Internet of Things
Autonomous Robotic Systems

Beyond price: procuring cellular connectivity for IoT

5GC
CMP
connectivity abstraction
connectivity management
core network
EPC
hyperconnectivity
IoT
packet gateway
PGW
single pane of glass
SPOG

Jim Morrish

One of the defining characteristics of the market for cellular IoT extending back over the last 15 years, at least, has been consistently declining prices, both per MB of traffic and per connection. However, as connections and traffic become ever cheaper so the importance of related capabilities increases. As connectivity prices fall, the potential cost savings that can be made by negotiating with different potential Communications Service Providers (CSPs) reduce and so the opportunity for those CSPs to differentiate on value-added services and technical capabilities increases. The advent of the SGP.32 standard to support remote management of eSIMs has the potential to stimulate further per-MB pricing falls and also sharpen the focus of buyers on value-added services and technical capabilities. With SGP.32 it is possible for end-users to migrate cellular connections between different CSPs in pursuit of better technical capabilities, better QoS or better pricing. Even if very few such wholesale migrations actually happen (as we suspect will be the case), the threat of such a migration will motivate cellular IoT CSPs to maintain competitive propositions, including in terms of price and technical capabilities. Consistent with this, Transforma Insights has increasingly frequently had conversations with IoT CSPs who are seeking specifically to highlight technical supporting capabilities as a way to differentiate their services. This is not a sweeping change in market dynamics, rather a change in emphasis away from selling ‘low-cost connectivity’ and towards offering ‘leading edge technical capabilities and low total cost of ownership’. Companies seeking to differentiate services in this way include (but are not limited to) Aeris, Cisco, Cubic3, Emnify, Eseye, floLIVE, KORE, Semtech, Simetric, Soracom, Stacuity, Tata Communications MOVE, Thales and Wireless Logic. This report explores some of the technical factors that can differentiate between IoT CSPs. In this context, Connectivity Management Platform (CMP) functionality, eSIM capabilities, dedicated core networks and security emerge as high priorities. Connectivity abstraction and CMP abstraction improve interoperability and simplify management across fragmented environments. Voice, local data traffic breakout and resilience provide important operational flexibility, particularly for automotive and multinational deployments. Software ownership and AI can differentiate providers commercially and operationally, while network monitoring, traffic control and routing capabilities increasingly support efficient, secure and regulatory-compliant IoT deployments.

Aeris
Cisco
Cubic3
Emnify
Eseye
floLIVE
Kigen
KORE
Semtech
Simetric
Soracom
Stacuity
Tata Communications MOVE
Teal
Thales
Telefonica and Wireless Logic

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.