AI Integrated Propositions: IoT evolves into AIoT, often augmented by cloud AI

Artificial Intelligence
AI
Internet of Things
IoT
AIoT
AI Hardware
AI Products
AI Solutions
edge AI

Paras Sharma

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.

Axis Communications
Bosch
Boston Dynamics
Fetch Robotics
Helvar
KUKA
LG
Samsung Electronics
SafeAI
Shopic
Skydio
TK Elevator
View
WINT

Artificial Intelligence
Internet of Things

AI Chipsets: cloud AI drives scale, AIoT drives innovation

Artificial Intelligence
AI
Machine Learning
ML
ASICs
AI chips
AIoT
chip fabrication
Chip-on-Wafer-on-Substrate (CoWoS)
CPUs
edge AI
fabrication
FPGAs
generative AI
GPUs
HBM
high bandwidth memory
Large Language Models
lithography
LLMs
semiconductor chips
silicon chips
SoC
system-on-chip

Paras Sharma

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.

AMD
Advanced Semiconductor Materials Lithography (ASML)
Arm
Butterfly Network
Cerebras
GlobalFoundries
Graphcore
Hailo Technologies
Intel
Micron
Mythic.ai
Nvidia
Perceive
PTC
Qualcomm
Sambanova Systems
Samsung Electronics
Semiconductor Manufacturing International Corporation (SMIC)
SiMa.AI
SK Hynix
Syntiant
Taiwan Semiconductor Manufacturing Company (TSMC)
United Microelectronics Corporation (UMC)

Internet of Things
Artificial Intelligence

A complex and fast-evolving regulatory landscape for digital transformation

Additive Manufacturing
3D Printing
Artificial Intelligence
AI
Autonomous Robotic Systems
Data Sharing
Distributed Ledger
Blockchain
Cryptocurrency
Hyperconnectivity
Internet of Things
IoT
Regulations
DNA of Regulations
Privacy

Jim Morrish

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.

Hyperconnectivity
Internet of Things
Artificial Intelligence
3D Printing and Additive Manufacturing
Autonomous Robotic Systems
Data Sharing
Distributed Ledger

Webinar - Digital Transformation in Supply Chains

Digital Transformation
DX
supply chain
transportation
logistics
location management
route optimisation
condition monitoring
supply chain transparency
warehouse management
inventory management
last mile delivery
supply chain planning
Internet of Things
IoT
AI
Artificial Intelligence
Autonomous Robotic Systems
regulation

Jim Morrish
Suruchi Dhingra

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.

Alpine Fresh
American Apparel
CANO
DHL
DroneUp
Flytrex
Huarache
Ricoh
SBI International
Tive
Walmart
Zipline

Transportation & Storage

Road Fleet Management: 297 million devices providing vehicle and driver monitoring by 2033

Internet of Things
IoT
Hyperconnectivity
Connected Vehicles
GPS Tracking
Telematics
Logistics
Supply Chain
Fleet Management
Sustainability
Vehicle Gateway
Fuel Management
Driver Safety
Tyre Pressure Monitoring
Driver Safety
Onboard Diagnostics
OBD II
ELD
Electronic Logging Device

Rohan Bansal
Matt Arnott
Suruchi Dhingra

This report provides Transforma Insights’ view on the Road Fleet Management market with a primary focus on Vehicle Telematics Devices. Road Fleet Management covers in-vehicle transportation logistics solutions including job allocation, vehicle tracking, vehicle and driver monitoring, maintenance planning, safety compliance, fuel management, and incident management. The segment also includes aftermarket Tire Pressure Monitoring Systems, In-cab Displays, and Electronic Logging Devices. Early examples of Road Fleet Management offered excellent return on investment, a situation that has been widely recognised within many industries resulting in widespread adoption. Fleet telematics providers frequently advertise fuel savings, lower mileage, reduced maintenance costs, and lower idle time as the main benefits of deploying these solutions. 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.

Accenture
Avanade
Daimler Trucks
Dohrn Transfer
Federal Motor Carrier Safety Administration
Fleetboard
Fleet Complete
Ford
GeoTab
GoFleet
GPS Insight
Hino
John Deere
Linfox
Microsoft
Mullen Automotive
Omnitracs
Platform Science
PT Serasi Autoraya
Samsara
Samsung
Savage
Telstra
Trimble Transportation
Tyrewatch
Verizon Communications
Volvo
Werner Enterprises
West Yorkshire Police

Internet of Things
Hyperconnectivity

Agriculture, Forestry & Fishing
Construction
Mining & Quarrying
Transportation & Storage

Smart Lockers: 6.2 million connected lockers in 2033 to ensure streamlined and secure parcel deliveries

Internet of Things
IoT
commercial lockers
delivery lockers
gym lockers
hospital lockers
last mile delivery
locker stations
locker towers
residential lockers
smart lockers
parcel delivery
post
mail

Rohan Bansal
Matt Arnott

This report provides Transforma Insights’ view on the Smart Lockers market. Parcel deliveries have grown significantly over the years, and between 2014 and 2022, the volume of deliveries quadrupled. There is an increasing demand from customers for next-day or same-day deliveries which puts businesses under extreme pressure to expedite their last-mile processes. Parcel locker stations are being introduced to tackle last-mile delivery problems, especially in remote areas where daily deliveries are difficult. The growing need for parcel lockers has led to an increase in the need to connect these lockers to monitor them remotely and manage their efficiency. Lockers are equipped with a variety of communications technologies to ease their usage. Many functions use RFID tags or biometric scanners (such as fingerprint or face recognition). Short Range technologies such as Bluetooth and NFC, and long-range technologies such as LPWA and cellular are used to connect to the cloud. Many lockers can be operated via a smartphone application using Wi-Fi or Bluetooth connectivity. 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.

Air Locker
Aituo
Blu
Click n Collect
Deutsche Post DHL
DPDGroup
Fonzel
Groundfloor Delivery
GS Parcel
InPost
KEBA
LockTec
Nærboks
Parcel Pending by Quadient
Pick Network
Posti
Posten
PostNord
Qikpod
QLOCX iBoxen Digital
Singapore Post
Sunway PopBox
SwipBox
Warehouse in a Box

Hyperconnectivity
Internet of Things

Transportation & Storage

GE Digital: Digital Transformation capabilities assessment

Internet of Things
Artificial Intelligence
Hyperconnectivity
Human Machine Interface
Data Sharing
Autonomous Robotic Systems
Distributed Ledger
Edge Computing
Robotic Process Automation
Generative AI
Connected Products

Suruchi Dhingra

This report examines the capabilities of GE Digital in Digital Transformation. It provides a comprehensive review of the products, services, and capabilities of GE Digital across 11 technology areas and dozens of functions, to determine its core strengths for meeting enterprise needs. The 11 technology families in which the vendor’s 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 pursue 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, GE Digital 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).

GE Digital

Electric Vehicle Charging: 449 million connections in 2033, generating USD13 billion in revenue

Wi-Fi
Bluetooth
Cellular
4G
Ethernet
Electric Vehicles
EVs
EV Charging
Charging Stations
Public Charging
Private Charging

Rohan Bansal
Matt Arnott

This report provides Transforma Insights’ view on the connected EV Charging market. This segment is comprised of public and private EV chargers, including those installed at all kinds of commercial and residential establishments. Drivers are quickly switching from traditional fuel-powered vehicles to hybrids and EVs. Governments around the globe are playing a key role in aiding this switch by providing incentives to drivers for switching to EVs. The growing demand for EVs has led to the need for sufficient charging infrastructure to be in place to charge these EVs. Chargers are also increasingly being connected. Typically, this is to provide drivers with remote functionalities to decide the time and charge amount of their vehicles in the case of private chargers and allow remote monitoring and maintenance or dynamic pricing for public chargers. 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.

ABB
Audi
BMW
ChargePoint
Co Charger
EDF
Elektromotive
EnelX
EVmatch
EV Box
EvoCharge
Gireve
Hive Home
Hubject
Lightsource Labs
Mahindra Racing
NewMotion
Opel
Plugsurfing
Sirreta
Virta
Volkswagen
Wallbox Chargers
Wave

Internet of Things
Hyperconnectivity

Electricity, Gas, Steam & A/C
Transportation & Storage
Consumer

Grid Operations: 151 million connected devices in 2033 across electricity, gas, and water

Internet of Things
IoT
Hyperconnectivity
Big Data
Electricity Grid
Energy
Gas Grid
Microgrid
Predictive Analytics
Renewable Energy
Substation
Smart Grid
Sustainability
Transmission and Distribution
T&D
Utilities
Utility Provider
Water Grid

Rohan Bansal
Matt Arnott
Nikita Singh

This report provides Transforma Insights’ view on the use of IoT in the management and operation of smart grids. This comprises electricity, gas, water, and sewage infrastructure. The transition from traditional to smart grid operations is a significant IoT initiative transforming the supply of all three utilities (water, electricity, and gas) worldwide. In 2033, there will be 151 million grid operation devices. This report examines the reasons behind the increasing adoption of smart grids, modernisation of traditional grids, and automation of distribution systems, substations, and power regulation stations. The report also assesses the management of infrastructure, use cases, and example deployments by vendors across the three utilities. Electricity smart grid monitoring is vital for the successful implementation of load balancing and microgeneration. Electricity grids will also leverage predictive analytics and big data to prevent energy losses in the system. Climate change, increasing demand for electricity, and use of alternative energy sources (such as renewables) are the key reasons driving smart electricity grid operations. In contrast, the use of IoT monitoring and management in smart water grids is less developed. However, it is crucial as it deals with multiple issues related to water scarcity, losses, droughts, floods, and reduced water security. Gas smart grids are crucial in reducing carbon emissions, improving energy independence, and detecting gas leakages and faults. These grids also promote the use of more sustainable alternatives such as biogas, biomethane, and hydrogen. 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.

ABB
Aclara
American Electric Power (AEP)
Transmission Association of Southeast Asian Nations (ASEAN)
AusNet
BC Hydro
China South Power Grid (CSG)
Cisco
Croatia
Hrvatska Elektroprivreda (HEP ODS)
Dakota Valley Electric Cooperative
DTE Energy
Enedis
Etrel
General Electric
Google
Grid Investments Advisory Council
Hawaiian Electric Companies
Hitachi
Huawei
Itron
Kahramaa-Qatar Utility
Kuwait Utility
Landis+Gyr
Manitoba Hydra
Ministry of Economy
Trade and Industry (METI) Philippines
National Grid
National smart water grid (NSWG)
Power Generation Puerto Rico
Power Grid Rhebo
SEQ water grid
Shenzhen Power Supply Bureau (SPSB)
Siemens
Smart Water Grid Research Group (SWGRG)
State Grid Corporation of China (SGCC)
SunRun
Verizon
Singapore’s Public Utilities Board (PUB)

Internet of Things
Hyperconnectivity

Electricity, Gas, Steam & A/C
Government
Water Supply & Waste Management

Why VoLTE/VoNR is a critical part of an IoT connectivity provider's portfolio

Internet of Things
IoT
connectivity
Communications Service Provider
CSP
MNO
MVNO
voice
VoLTE
VoNR
IMS

Matt Hatton

The free Position Paper ‘Why VoLTE/VoNR is a critical part of an IoT connectivity provider's portfolio ’ examines the requirement for IoT applications to support voice services and the mechanisms required for IoT connectivity providers to do so. It starts by examining the key IoT applications that demand voice services, quantifies the opportunity associated with those applications, examines the technologies required to deliver voice services and identifies 11 key characteristics of an optimised voice capability that should be delivered by an IoT connectivity provider. The report is sponsored by voice solution provider ng-voice.

ng-voice

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.