The Global M2M/IoT Communications Market M2M Research Series 2015 www.berginsight.com The Global M2M/IoT Communications Market First Edition, IoT Research Series 2015 by Tobias Ryberg BERG INSIGHT RESEARCH TEAM ABOUT THE AUTHOR Tobias Ryberg, Senior Analyst Tobias Ryberg is co-founder of Berg Insight ([email protected]) and principal analyst responsible for the M2M research series. He is an experienced analyst Johan Fagerberg, Senior Analyst and author of numerous articles and reports ([email protected]) about IT and telecom for leading Swedish and international publishers. OFFICE Viktoriagatan 3 ACKNOWLEDGEMENTS S-411 25 Gothenburg Aeris, AT&T, Bridge Alliance, Belgacom, Sweden Cubic Telecom, Deutsche Telekom, Etisalat, Giesecke & Devrient, KORE Telematics, KPN, CUSTOMER SERVICE Ooredoo, Rogers Communications, Sierra Phone: (46) 31 711 30 91 Wireless, Sigfox, Sprint, Swisscom, Tele2, E-mail: [email protected] Telekom Austria, Telefónica, Telenor, Web: www.berginsight.com TeliaSonera, Telstra, Verizon, Vodafone, Wireless Logic Published in Sweden in December 2015 The author wishes to thank everyone who has assisted him with the report. © Copyright 2015 Berg Insight, All rights reserved THE GLOBAL M2M/IOT COMMUNICATIONS MARKET INDEX Index Table of Contents Table of Contents ......................................................................................................................... i List of Figures ............................................................................................................................. vi Executive summary ..................................................................................................................... 1 1 M2M/IoT networking and technologies ............................................................................... 3 1.1 Cellular M2M/IoT from 2G to 4G and beyond ............................................................. 3 1.1.1 2G/3G mobile networks ........................................................................................ 3 1.1.2 4G mobile networks .............................................................................................. 4 1.1.3 LTE-M and NB-IOT ................................................................................................ 6 1.1.4 LPWA and satellite networks ................................................................................. 7 1.1.5 Cellular and LPWA technologies and the IoT market ........................................... 8 1.2 IoT devices in cellular networks ................................................................................ 10 1.2.1 Cellular IoT modules and hardware .................................................................... 11 1.2.2 SIM solutions and embedded UICC ................................................................... 14 1.2.3 IoT connectivity management platforms ............................................................. 16 1.2.4 IoT application enablement platforms ................................................................. 19 1.3 International coverage and alliances ......................................................................... 22 1.3.1 Roaming and international coverage .................................................................. 22 1.3.2 Mobile operator alliances .................................................................................... 23 2 Europe ............................................................................................................................... 29 2.1 Regional market trends ............................................................................................. 29 2.1.1 Western Europe ................................................................................................... 30 2.1.2 Regional market trends in Western Europe ........................................................ 32 2.1.3 Central Eastern Europe and Russia & CIS .......................................................... 39 2.2 Mobile operators ........................................................................................................ 40 2.2.1 Vodafone ............................................................................................................. 41 2.2.2 Deutsche Telekom .............................................................................................. 44 2.2.3 Telefónica ............................................................................................................ 46 2.2.4 Orange ................................................................................................................ 49 STRATEGICM2M RESEARCH RESEARCH SERIES SERIES i INDEX THE GLOBAL M2M/IOT COMMUNICATIONS MARKET 2.2.5 Telenor ................................................................................................................ 51 2.2.6 3 Group Europe ................................................................................................... 53 2.2.7 Belgacom ............................................................................................................ 54 2.2.8 EE ........................................................................................................................ 55 2.2.9 KPN ..................................................................................................................... 55 2.2.10 MTS ..................................................................................................................... 56 2.2.11 SFR ...................................................................................................................... 57 2.2.12 Telecom Italia ...................................................................................................... 58 2.2.13 Swisscom ............................................................................................................ 58 2.2.14 Telekom Austria ................................................................................................... 59 2.2.15 TeliaSonera ......................................................................................................... 61 2.2.16 Tele2 .................................................................................................................... 62 2.2.17 CDMA/LTE networks for the 450 MHz band ....................................................... 63 2.3 M2M managed service providers .............................................................................. 64 2.3.1 Wireless Logic ..................................................................................................... 64 2.3.2 Sierra Wireless – Wireless Maingate and MobiquiThings ................................... 65 2.3.3 Telit ...................................................................................................................... 66 2.3.4 Cubic Telecom .................................................................................................... 66 2.3.5 Stream Technologies .......................................................................................... 67 2.4 LPWA networks .......................................................................................................... 68 2.4.1 Sigfox and network partners ............................................................................... 68 2.4.2 LoRa networks ..................................................................................................... 69 3 The Americas ..................................................................................................................... 71 3.1 Regional market trends ............................................................................................. 71 3.1.1 United States and Canada .................................................................................. 73 3.1.2 Brazil .................................................................................................................... 75 3.1.3 Rest of Latin America .......................................................................................... 76 3.2 Mobile operators ........................................................................................................ 77 3.2.1 AT&T .................................................................................................................... 78 3.2.2 Verizon ................................................................................................................. 80 3.2.3 Sprint ................................................................................................................... 82 3.2.4 T-Mobile USA ...................................................................................................... 84 ii M2MSTRATEGIC RESEARCH RESEARCH SERIES SERIES THE GLOBAL M2M/IOT COMMUNICATIONS MARKET INDEX 3.2.5 Rogers Communications ..................................................................................... 85 3.2.6 Bell Canada ......................................................................................................... 85 3.2.7 América Móvil ...................................................................................................... 86 3.2.8 Vivo and Telefónica Latin America ...................................................................... 87 3.2.9 Other mobile operators in Latin America ............................................................ 88 3.3 M2M managed service providers .............................................................................