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

Jim Morrish

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

Nikita Singh
Matt Arnott

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

Government

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

Paras Sharma

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

Suruchi Dhingra

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

Mining & Quarrying

TAM Forecast Definition Report

IoT
internet of things
AI
artificial intelligence
forecast
database
TAM
definition

Matt Arnott

Transforma Insights’ TAM Forecasts provide our quantitative view of the market opportunity associated with Digital Transformation and all of the associated technologies. This report contains a complete list of definitions for the Use Cases and Application Groups covered in the TAM Forecast Database.

Internet of Things
Hyperconnectivity
Human Machine Interface
Artificial Intelligence
Distributed Ledger
3D Printing and Additive Manufacturing
Autonomous Robotic Systems
Data Sharing
Edge Computing
Future Technologies
Product Lifecycle Management
Robotic Process Automation

AV Equipment: Television, Home Video, Home Audio, and Smart Speakers contributing to 6.4 billion AV devices in 2035

Internet of Things
IoT
Hyperconnectivity
Consumer Internet & Media Devices
Amplifiers
Audio
AV Players
AV Receivers
Bluetooth
Consoles
Consumer Electronics
Ethernet
Game Consoles
Gaming Consoles
Hi-Fi
Music
OTT
Projectors
Speakers
Streaming
Television
Turntables
Video
Video Games
Virtual Assistant
Wi-Fi
Zigbee

Nikita Singh
Suruchi Dhingra
Matt Arnott

This report provides Transforma Insights’ view on the AV Equipment market. This segment includes a variety of sub-applications including Televisions, Projectors, Home Video, Home Audio, AV Controls, Gaming Consoles, and Smart Speakers. These electronic devices are internet-connected audio-video equipment that are mostly used by consumers. The market has been dominated by the proliferation of OTT platforms, declining use of set-top boxes, and cord-cutting, which has driven demand for smart devices. This has increased the ubiquity of connected AV equipment, which has become the default configuration for devices in the sector. The most prominent among these devices are Smart TVs, Gaming Consoles, and Smart Speakers. Equipped with wired (Ethernet) and wireless (Wi-Fi and Bluetooth) connectivity technology, these devices have become common to a great number of households.

Amazon
Apple
AuKing
BayCare Health System
BenQ
Bluesound
BMW
Caavo
Capcom
Cedar-Sinai Medical Center
Deezer
Dunia Express
Epson
Ford
GooDee
Google
Hisense
Insignia
International Telecommunication Union (ITU)
LG
Logitech
Marriott
Marquis
Meta
Microsoft
Netflix
NexiGo
Nintendo
Panasonic
Parahyangan University
Philips
Roku
Samsung
SLS Hotel
SofaBaton
Sonos
Sony
Spotify
Stellantis
Tata Sky
Tidal
Ubisoft
Vizio
Xiaomi
ZTE

Internet of Things
Hyperconnectivity

Consumer

Electricity Smart Meters: Government policies and sustainability initiatives will drive 2.3 billion connections in 2034

Internet of Things
IoT
Hyperconnectivity
Powerline
Wired
Zigbee
LoRaWAN
RF Mesh
Cellular
NB-IoT
2G
3G
4G
5G
mMTC
LPWA
Low Power Wide Area
Advanced Metering Infrastructure
AMI
Automatic Meter Reading
AMR
Smart Electricity Meter
Smart Grid
PLC
Load Balancing
In-home Display
IHD
Wi-Sun
Utility Provider
Utilities

Suruchi Dhingra
Nikita Singh
Matt Arnott

This report provides Transforma Insights’ view on the Electricity Smart Meter IoT market, found in the Transforma Insights Connected Things TAM forecast. The transition from traditional electricity meters to smart meters is one of the biggest IoT initiatives worldwide. By 2034, there will be 2.3 billion electricity smart meter connections. This report examines the reasons for the increase in installations, including reducing energy consumption, a desire to reduce electricity theft, and enhancing load balancing capabilities. The growth in the use of renewable energy sources, reducing dependence on nuclear energy, and increasing demand for EV charging are changing the nature of the electricity market and their impact on the adoption of smart electricity meters will be discussed. This report also provides a detailed assessment of the progress of rollouts and the various communication technologies used across major geographies for these meters. Electricity smart meter rollouts are usually a government- or utility-led initiative, with electricity suppliers standing to benefit the most from their introduction. However, there are advantages for end users such as reduced tariffs during periods of low demand and automated meter readings for accurate billing. 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.

Aclara
Åland’s Elandelslag (ÅEA)
American Samoa Power
Alfanar
Arqiva
Australian Energy Market Commission (AEMC)
Bitė Lietuva
Bsf IT
Cemig
CHINT Global
Comisión Federal de Electricidad (CFE)
Department of Energy (DoE)
Copel
CPFL Energia
SaskPower
DELTA Netwerkbedrijf
Energy Efficiency Services Limited (EESL)
Enexis
Enel
Energate
E-Redes
Eskom
FortisBC France
ERDF
Göteborg Energi
HEDNO
Holley Metering
Honeywell-Elster Group
Huawei
Ikeja Electric
Iskraemeco
Itron
Kamstrup
Korea Electric Power Corporation (KEPCO)
Kymenlaakson Sähköverkko Oy (KSOY)
Landis+Gyr (LG&E)
Liander
LS Industrial Systems Company
Meralco
Metretek
Ministry of Energy and Electricity Distribution and Supply Authority (EDSA)
Mölndal Energi Nät
MTN
Nigerian Electricity Management Services Agency (NEMSA)
NES Communication
Nine Utilities
Nuri Telecom Company
OMNIA electricity
One Nordic
Onzo
Orion M2M
Qatar General Electricity & Water (Kahramaa)
Radius
San Diego Gas & Electric
China Electric Power Equipment and Technology Co
Schneider Electric
Siemens
Stedin
Tata Power
Telia
Telefonica
Telekom Austria
Tenaga Nasional Berhad (TNB)
Tendril Networks
TEPCO
Vodafone
West Bengal State Electricity Distribution Company Limited
Westland Infra
Wirepas
Xcel Energy

Internet of Things
Hyperconnectivity

Electricity, Gas, Steam & A/C

Digital Transformation in the Insurance Sector

Analyst
Report
Digital transformation
Internet of Things
Artificial Intelligence
Blockchain
Insurance

Jim Morrish
Paras Sharma

Transforma Insights’ Insurance sector report discusses the impact of digitally transformative technologies in the Insurance industry.

A.P. Moller-Maersk
Acquis Insurance
ADT
Adaptive Insurance
Aioi Nissay Dowa Insurance
Ansvar Insurance
Armilla AI
AXA Seguros
AXA XL
Cambridge Mobile Telematics
Cogito AI
Etherisc
HSB
IFFCO Tokio General Insurance
Insure The Box
LeakBot
Lemonade
Liberty Mutual Reinsurance
Marsh
MetLife
MKIII
NEXT Insurance
Neptune Flood
Omega Healthcare
OneConnect
Parsyl
Plymouth Rock Assurance
POLYGONVATRO
Previsico
Private AI
Progressive (Snapshot)
Relm Insurance
Safehub
Shift Technology
State Farm
StreamLabs
SS&C Blue Prism
Swiss Re
Telus
Tokyo Marine
Toyota Material Handling Commercial Finance
UiPath
University of California (UC)
Whisker labs
WINT
ZestyAI.

Internet of Things
Hyperconnectivity
Human Machine Interface
Artificial Intelligence
Distributed Ledger
3D Printing and Additive Manufacturing
Autonomous Robotic Systems
Data Sharing
Edge Computing
Product Lifecycle Management
Robotic Process Automation

Finance & Insurance

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.